Civic Intelligence

David E Zeller Insurance Agenc

Plan context: David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust

EIN 04-2843127 • Lynn, MA • 22 filings • 4 plans

370 LynnwayLynn, MA 01901-1709
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$31,024

2024 Contributions

$70,977

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,045,255$2,022,628$0200220142024YearValue
$31,024Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260200220142024YearValue
1Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411$31,024$70,977$70,977iApproximate average salary by contribution assumption: employee only about $1,774,425 at 4% or $1,182,950 at 6%; with 50% employer match about $1,182,950 at 4% or $788,633 at 6%; with 100% employer match about $887,213 at 4% or $591,475 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-1$31,024$70,977$70,977iApproximate average salary by contribution assumption: employee only about $1,774,425 at 4% or $1,182,950 at 6%; with 50% employer match about $1,182,950 at 4% or $788,633 at 6%; with 100% employer match about $887,213 at 4% or $591,475 at 6%.
2023111$3,603,257$60,967$5,542iApproximate average salary by contribution assumption: employee only about $138,561 at 4% or $92,374 at 6%; with 50% employer match about $92,374 at 4% or $61,583 at 6%; with 100% employer match about $69,281 at 4% or $46,187 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-11$3,603,257$60,967$5,542iApproximate average salary by contribution assumption: employee only about $138,561 at 4% or $92,374 at 6%; with 50% employer match about $92,374 at 4% or $61,583 at 6%; with 100% employer match about $69,281 at 4% or $46,187 at 6%.
2022111$2,570,513$35,752$3,250iApproximate average salary by contribution assumption: employee only about $81,255 at 4% or $54,170 at 6%; with 50% employer match about $54,170 at 4% or $36,113 at 6%; with 100% employer match about $40,627 at 4% or $27,085 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-11$2,570,513$35,752$3,250iApproximate average salary by contribution assumption: employee only about $81,255 at 4% or $54,170 at 6%; with 50% employer match about $54,170 at 4% or $36,113 at 6%; with 100% employer match about $40,627 at 4% or $27,085 at 6%.
202119$4,045,255$33,450$3,717iApproximate average salary by contribution assumption: employee only about $92,917 at 4% or $61,944 at 6%; with 50% employer match about $61,944 at 4% or $41,296 at 6%; with 100% employer match about $46,458 at 4% or $30,972 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-9$4,045,255$33,450$3,717iApproximate average salary by contribution assumption: employee only about $92,917 at 4% or $61,944 at 6%; with 50% employer match about $61,944 at 4% or $41,296 at 6%; with 100% employer match about $46,458 at 4% or $30,972 at 6%.
2020112$3,627,230$52,595$4,383iApproximate average salary by contribution assumption: employee only about $109,573 at 4% or $73,049 at 6%; with 50% employer match about $73,049 at 4% or $48,699 at 6%; with 100% employer match about $54,786 at 4% or $36,524 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-12$3,627,230$52,595$4,383iApproximate average salary by contribution assumption: employee only about $109,573 at 4% or $73,049 at 6%; with 50% employer match about $73,049 at 4% or $48,699 at 6%; with 100% employer match about $54,786 at 4% or $36,524 at 6%.
2019112$2,239,771$41,799$3,483iApproximate average salary by contribution assumption: employee only about $87,081 at 4% or $58,054 at 6%; with 50% employer match about $58,054 at 4% or $38,703 at 6%; with 100% employer match about $43,541 at 4% or $29,027 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-12$2,239,771$41,799$3,483iApproximate average salary by contribution assumption: employee only about $87,081 at 4% or $58,054 at 6%; with 50% employer match about $58,054 at 4% or $38,703 at 6%; with 100% employer match about $43,541 at 4% or $29,027 at 6%.
2018112$1,616,147$57,208$4,767iApproximate average salary by contribution assumption: employee only about $119,183 at 4% or $79,456 at 6%; with 50% employer match about $79,456 at 4% or $52,970 at 6%; with 100% employer match about $59,592 at 4% or $39,728 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-12$1,616,147$57,208$4,767iApproximate average salary by contribution assumption: employee only about $119,183 at 4% or $79,456 at 6%; with 50% employer match about $79,456 at 4% or $52,970 at 6%; with 100% employer match about $59,592 at 4% or $39,728 at 6%.
2017111$1,517,587$48,515$4,410iApproximate average salary by contribution assumption: employee only about $110,261 at 4% or $73,508 at 6%; with 50% employer match about $73,508 at 4% or $49,005 at 6%; with 100% employer match about $55,131 at 4% or $36,754 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-11$1,517,587$48,515$4,410iApproximate average salary by contribution assumption: employee only about $110,261 at 4% or $73,508 at 6%; with 50% employer match about $73,508 at 4% or $49,005 at 6%; with 100% employer match about $55,131 at 4% or $36,754 at 6%.
2016110$1,218,392$43,876$4,388iApproximate average salary by contribution assumption: employee only about $109,690 at 4% or $73,127 at 6%; with 50% employer match about $73,127 at 4% or $48,751 at 6%; with 100% employer match about $54,845 at 4% or $36,563 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-10$1,218,392$43,876$4,388iApproximate average salary by contribution assumption: employee only about $109,690 at 4% or $73,127 at 6%; with 50% employer match about $73,127 at 4% or $48,751 at 6%; with 100% employer match about $54,845 at 4% or $36,563 at 6%.
201519$1,235,206$66,656$7,406iApproximate average salary by contribution assumption: employee only about $185,156 at 4% or $123,437 at 6%; with 50% employer match about $123,437 at 4% or $82,291 at 6%; with 100% employer match about $92,578 at 4% or $61,719 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-9$1,235,206$66,656$7,406iApproximate average salary by contribution assumption: employee only about $185,156 at 4% or $123,437 at 6%; with 50% employer match about $123,437 at 4% or $82,291 at 6%; with 100% employer match about $92,578 at 4% or $61,719 at 6%.
201419$1,117,542$66,819$7,424iApproximate average salary by contribution assumption: employee only about $185,608 at 4% or $123,739 at 6%; with 50% employer match about $123,739 at 4% or $82,493 at 6%; with 100% employer match about $92,804 at 4% or $61,869 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-9$1,117,542$66,819$7,424iApproximate average salary by contribution assumption: employee only about $185,608 at 4% or $123,739 at 6%; with 50% employer match about $123,739 at 4% or $82,493 at 6%; with 100% employer match about $92,804 at 4% or $61,869 at 6%.
2013110$992,082$66,747$6,675iApproximate average salary by contribution assumption: employee only about $166,868 at 4% or $111,245 at 6%; with 50% employer match about $111,245 at 4% or $74,163 at 6%; with 100% employer match about $83,434 at 4% or $55,623 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-10$992,082$66,747$6,675iApproximate average salary by contribution assumption: employee only about $166,868 at 4% or $111,245 at 6%; with 50% employer match about $111,245 at 4% or $74,163 at 6%; with 100% employer match about $83,434 at 4% or $55,623 at 6%.
2012110$756,182$63,435$6,344iApproximate average salary by contribution assumption: employee only about $158,588 at 4% or $105,725 at 6%; with 50% employer match about $105,725 at 4% or $70,483 at 6%; with 100% employer match about $79,294 at 4% or $52,863 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-10$756,182$63,435$6,344iApproximate average salary by contribution assumption: employee only about $158,588 at 4% or $105,725 at 6%; with 50% employer match about $105,725 at 4% or $70,483 at 6%; with 100% employer match about $79,294 at 4% or $52,863 at 6%.
2011110$610,241$59,243$5,924iApproximate average salary by contribution assumption: employee only about $148,108 at 4% or $98,738 at 6%; with 50% employer match about $98,738 at 4% or $65,826 at 6%; with 100% employer match about $74,054 at 4% or $49,369 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-10$610,241$59,243$5,924iApproximate average salary by contribution assumption: employee only about $148,108 at 4% or $98,738 at 6%; with 50% employer match about $98,738 at 4% or $65,826 at 6%; with 100% employer match about $74,054 at 4% or $49,369 at 6%.
2010110$564,466$68,823$6,882iApproximate average salary by contribution assumption: employee only about $172,058 at 4% or $114,705 at 6%; with 50% employer match about $114,705 at 4% or $76,470 at 6%; with 100% employer match about $86,029 at 4% or $57,353 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-10$564,466$68,823$6,882iApproximate average salary by contribution assumption: employee only about $172,058 at 4% or $114,705 at 6%; with 50% employer match about $114,705 at 4% or $76,470 at 6%; with 100% employer match about $86,029 at 4% or $57,353 at 6%.
200919$442,288$67,056$7,451iApproximate average salary by contribution assumption: employee only about $186,267 at 4% or $124,178 at 6%; with 50% employer match about $124,178 at 4% or $82,785 at 6%; with 100% employer match about $93,133 at 4% or $62,089 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-9$442,288$67,056$7,451iApproximate average salary by contribution assumption: employee only about $186,267 at 4% or $124,178 at 6%; with 50% employer match about $124,178 at 4% or $82,785 at 6%; with 100% employer match about $93,133 at 4% or $62,089 at 6%.
2008110$299,306$61,619$6,162iApproximate average salary by contribution assumption: employee only about $154,048 at 4% or $102,698 at 6%; with 50% employer match about $102,698 at 4% or $68,466 at 6%; with 100% employer match about $77,024 at 4% or $51,349 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-10$299,306$61,619$6,162iApproximate average salary by contribution assumption: employee only about $154,048 at 4% or $102,698 at 6%; with 50% employer match about $102,698 at 4% or $68,466 at 6%; with 100% employer match about $77,024 at 4% or $51,349 at 6%.
200719$0$0-
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-9---
2006112$370,935$68,661$5,722iApproximate average salary by contribution assumption: employee only about $143,044 at 4% or $95,363 at 6%; with 50% employer match about $95,363 at 4% or $63,575 at 6%; with 100% employer match about $71,522 at 4% or $47,681 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-12$370,935$68,661$5,722iApproximate average salary by contribution assumption: employee only about $143,044 at 4% or $95,363 at 6%; with 50% employer match about $95,363 at 4% or $63,575 at 6%; with 100% employer match about $71,522 at 4% or $47,681 at 6%.
2005112$259,744$60,984$5,082iApproximate average salary by contribution assumption: employee only about $127,050 at 4% or $84,700 at 6%; with 50% employer match about $84,700 at 4% or $56,467 at 6%; with 100% employer match about $63,525 at 4% or $42,350 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-12$259,744$60,984$5,082iApproximate average salary by contribution assumption: employee only about $127,050 at 4% or $84,700 at 6%; with 50% employer match about $84,700 at 4% or $56,467 at 6%; with 100% employer match about $63,525 at 4% or $42,350 at 6%.
200419$180,611$57,284$6,365iApproximate average salary by contribution assumption: employee only about $159,122 at 4% or $106,081 at 6%; with 50% employer match about $106,081 at 4% or $70,721 at 6%; with 100% employer match about $79,561 at 4% or $53,041 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-9$180,611$57,284$6,365iApproximate average salary by contribution assumption: employee only about $159,122 at 4% or $106,081 at 6%; with 50% employer match about $106,081 at 4% or $70,721 at 6%; with 100% employer match about $79,561 at 4% or $53,041 at 6%.
200217$35,212$35,435$5,062iApproximate average salary by contribution assumption: employee only about $126,554 at 4% or $84,369 at 6%; with 50% employer match about $84,369 at 4% or $56,246 at 6%; with 100% employer match about $63,277 at 4% or $42,185 at 6%.
David E Zeller Insurance Agenc 401(K) Profit Sharing Plan & Trust-7$35,212$35,435$5,062iApproximate average salary by contribution assumption: employee only about $126,554 at 4% or $84,369 at 6%; with 50% employer match about $84,369 at 4% or $56,246 at 6%; with 100% employer match about $63,277 at 4% or $42,185 at 6%.