Civic Intelligence

Zimmerman and Associates PC

Plan context: Zimmerman and Associates PC. 401 K Plan

EIN 05-0546936 • Chicago, IL • 21 filings • 11 plans

77 Washington StreetSuite 1220Chicago, IL 60602
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,167,285

2024 Contributions

$163,071

Historical Graphs

Total Assets Over Time

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

$3,167,285$1,583,643$0200620172024YearValue
$3,167,285Latest year 2024

Participants Over Time

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

1050200620162024YearValue
9Latest 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
202419$3,167,285$163,071$18,119iApproximate average salary by contribution assumption: employee only about $452,975 at 4% or $301,983 at 6%; with 50% employer match about $301,983 at 4% or $201,322 at 6%; with 100% employer match about $226,488 at 4% or $150,992 at 6%.
Zimmerman and Associates PC. 401 K Plan-9$3,167,285$163,071$18,119iApproximate average salary by contribution assumption: employee only about $452,975 at 4% or $301,983 at 6%; with 50% employer match about $301,983 at 4% or $201,322 at 6%; with 100% employer match about $226,488 at 4% or $150,992 at 6%.
202318$2,419,119$173,155$21,644iApproximate average salary by contribution assumption: employee only about $541,109 at 4% or $360,740 at 6%; with 50% employer match about $360,740 at 4% or $240,493 at 6%; with 100% employer match about $270,555 at 4% or $180,370 at 6%.
Zimmerman and Associates PC. 401 K Plan-8$2,419,119$173,155$21,644iApproximate average salary by contribution assumption: employee only about $541,109 at 4% or $360,740 at 6%; with 50% employer match about $360,740 at 4% or $240,493 at 6%; with 100% employer match about $270,555 at 4% or $180,370 at 6%.
202218$1,775,814$173,403$21,675iApproximate average salary by contribution assumption: employee only about $541,884 at 4% or $361,256 at 6%; with 50% employer match about $361,256 at 4% or $240,838 at 6%; with 100% employer match about $270,942 at 4% or $180,628 at 6%.
Zimmerman and Associates PC. 401 K Plan-8$1,775,814$173,403$21,675iApproximate average salary by contribution assumption: employee only about $541,884 at 4% or $361,256 at 6%; with 50% employer match about $361,256 at 4% or $240,838 at 6%; with 100% employer match about $270,942 at 4% or $180,628 at 6%.
2021110$1,990,300$174,009$17,401iApproximate average salary by contribution assumption: employee only about $435,023 at 4% or $290,015 at 6%; with 50% employer match about $290,015 at 4% or $193,343 at 6%; with 100% employer match about $217,511 at 4% or $145,008 at 6%.
Zimmerman and Associates PC. 401 K Plan-10$1,990,300$174,009$17,401iApproximate average salary by contribution assumption: employee only about $435,023 at 4% or $290,015 at 6%; with 50% employer match about $290,015 at 4% or $193,343 at 6%; with 100% employer match about $217,511 at 4% or $145,008 at 6%.
202019$1,422,317$142,808$15,868iApproximate average salary by contribution assumption: employee only about $396,689 at 4% or $264,459 at 6%; with 50% employer match about $264,459 at 4% or $176,306 at 6%; with 100% employer match about $198,344 at 4% or $132,230 at 6%.
Zimmerman and Associates PC. 401 K Plan-9$1,422,317$142,808$15,868iApproximate average salary by contribution assumption: employee only about $396,689 at 4% or $264,459 at 6%; with 50% employer match about $264,459 at 4% or $176,306 at 6%; with 100% employer match about $198,344 at 4% or $132,230 at 6%.
201928$2,030,656$274,610$34,326iApproximate average salary by contribution assumption: employee only about $858,156 at 4% or $572,104 at 6%; with 50% employer match about $572,104 at 4% or $381,403 at 6%; with 100% employer match about $429,078 at 4% or $286,052 at 6%.
ZIMMERMAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND-8$1,015,328$137,305$17,163iApproximate average salary by contribution assumption: employee only about $429,078 at 4% or $286,052 at 6%; with 50% employer match about $286,052 at 4% or $190,701 at 6%; with 100% employer match about $214,539 at 4% or $143,026 at 6%.
Zimmerman and Associates PC. 401 K Plan-8$1,015,328$137,305$17,163iApproximate average salary by contribution assumption: employee only about $429,078 at 4% or $286,052 at 6%; with 50% employer match about $286,052 at 4% or $190,701 at 6%; with 100% employer match about $214,539 at 4% or $143,026 at 6%.
201826$1,369,292$227,872$37,979iApproximate average salary by contribution assumption: employee only about $949,467 at 4% or $632,978 at 6%; with 50% employer match about $632,978 at 4% or $421,985 at 6%; with 100% employer match about $474,733 at 4% or $316,489 at 6%.
ZIMMERMAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND-6$684,646$113,936$18,989iApproximate average salary by contribution assumption: employee only about $474,733 at 4% or $316,489 at 6%; with 50% employer match about $316,489 at 4% or $210,993 at 6%; with 100% employer match about $237,367 at 4% or $158,244 at 6%.
Zimmerman and Associates PC. 401 K Plan-6$684,646$113,936$18,989iApproximate average salary by contribution assumption: employee only about $474,733 at 4% or $316,489 at 6%; with 50% employer match about $316,489 at 4% or $210,993 at 6%; with 100% employer match about $237,367 at 4% or $158,244 at 6%.
201716$590,259$101,198$16,866iApproximate average salary by contribution assumption: employee only about $421,658 at 4% or $281,106 at 6%; with 50% employer match about $281,106 at 4% or $187,404 at 6%; with 100% employer match about $210,829 at 4% or $140,553 at 6%.
Zimmerman and Associates PC. 401 K Plan-6$590,259$101,198$16,866iApproximate average salary by contribution assumption: employee only about $421,658 at 4% or $281,106 at 6%; with 50% employer match about $281,106 at 4% or $187,404 at 6%; with 100% employer match about $210,829 at 4% or $140,553 at 6%.
201624$786,378$175,416$43,854iApproximate average salary by contribution assumption: employee only about $1,096,350 at 4% or $730,900 at 6%; with 50% employer match about $730,900 at 4% or $487,267 at 6%; with 100% employer match about $548,175 at 4% or $365,450 at 6%.
Zimmerman and Associates PC. 401 K Profit Sharing Plan Trust-4$393,189$87,708$21,927iApproximate average salary by contribution assumption: employee only about $548,175 at 4% or $365,450 at 6%; with 50% employer match about $365,450 at 4% or $243,633 at 6%; with 100% employer match about $274,088 at 4% or $182,725 at 6%.
Zimmerman and Associates PC. 401 K Plan-4$393,189$87,708$21,927iApproximate average salary by contribution assumption: employee only about $548,175 at 4% or $365,450 at 6%; with 50% employer match about $365,450 at 4% or $243,633 at 6%; with 100% employer match about $274,088 at 4% or $182,725 at 6%.
201513$297,747$80,751$26,917iApproximate average salary by contribution assumption: employee only about $672,925 at 4% or $448,617 at 6%; with 50% employer match about $448,617 at 4% or $299,078 at 6%; with 100% employer match about $336,463 at 4% or $224,308 at 6%.
Zimmerman and Associates PC. 401 K Plan-3$297,747$80,751$26,917iApproximate average salary by contribution assumption: employee only about $672,925 at 4% or $448,617 at 6%; with 50% employer match about $448,617 at 4% or $299,078 at 6%; with 100% employer match about $336,463 at 4% or $224,308 at 6%.
201415$225,091$85,619$17,124iApproximate average salary by contribution assumption: employee only about $428,095 at 4% or $285,397 at 6%; with 50% employer match about $285,397 at 4% or $190,264 at 6%; with 100% employer match about $214,048 at 4% or $142,698 at 6%.
Zimmerman and Associates PC. 401 K Plan-5$225,091$85,619$17,124iApproximate average salary by contribution assumption: employee only about $428,095 at 4% or $285,397 at 6%; with 50% employer match about $285,397 at 4% or $190,264 at 6%; with 100% employer match about $214,048 at 4% or $142,698 at 6%.
201313$125,541$73,295$24,432iApproximate average salary by contribution assumption: employee only about $610,792 at 4% or $407,194 at 6%; with 50% employer match about $407,194 at 4% or $271,463 at 6%; with 100% employer match about $305,396 at 4% or $203,597 at 6%.
Zimmerman and Associates PC. 401 K Plan-3$125,541$73,295$24,432iApproximate average salary by contribution assumption: employee only about $610,792 at 4% or $407,194 at 6%; with 50% employer match about $407,194 at 4% or $271,463 at 6%; with 100% employer match about $305,396 at 4% or $203,597 at 6%.
201213$39,536$39,523$13,174iApproximate average salary by contribution assumption: employee only about $329,358 at 4% or $219,572 at 6%; with 50% employer match about $219,572 at 4% or $146,381 at 6%; with 100% employer match about $164,679 at 4% or $109,786 at 6%.
Zimmerman and Associates PC. 401 K Plan-3$39,536$39,523$13,174iApproximate average salary by contribution assumption: employee only about $329,358 at 4% or $219,572 at 6%; with 50% employer match about $219,572 at 4% or $146,381 at 6%; with 100% employer match about $164,679 at 4% or $109,786 at 6%.
201024$45,102$36,572$9,143iApproximate average salary by contribution assumption: employee only about $228,575 at 4% or $152,383 at 6%; with 50% employer match about $152,383 at 4% or $101,589 at 6%; with 100% employer match about $114,288 at 4% or $76,192 at 6%.
Zimmerman and Associates PC. 401 K Profit Sharing Plan Trust-4$45,102$36,572$9,143iApproximate average salary by contribution assumption: employee only about $228,575 at 4% or $152,383 at 6%; with 50% employer match about $152,383 at 4% or $101,589 at 6%; with 100% employer match about $114,288 at 4% or $76,192 at 6%.
Zimmerman and Associates PC. 401 K Profit Sharing Plan Trust-0$0--
200812$109,803$73,172$36,586iApproximate average salary by contribution assumption: employee only about $914,650 at 4% or $609,767 at 6%; with 50% employer match about $609,767 at 4% or $406,511 at 6%; with 100% employer match about $457,325 at 4% or $304,883 at 6%.
Zimmerman and Associates PC. 401 K Profit Sharing Plan Trust-2$109,803$73,172$36,586iApproximate average salary by contribution assumption: employee only about $914,650 at 4% or $609,767 at 6%; with 50% employer match about $609,767 at 4% or $406,511 at 6%; with 100% employer match about $457,325 at 4% or $304,883 at 6%.
200712$0$0-
Zimmerman and Associates PC. 401 K Profit Sharing Plan Trust-2---
200612$50,319$48,403$24,202iApproximate average salary by contribution assumption: employee only about $605,038 at 4% or $403,358 at 6%; with 50% employer match about $403,358 at 4% or $268,906 at 6%; with 100% employer match about $302,519 at 4% or $201,679 at 6%.
Zimmerman and Associates PC. 401 K Profit Sharing Plan Trust-2$50,319$48,403$24,202iApproximate average salary by contribution assumption: employee only about $605,038 at 4% or $403,358 at 6%; with 50% employer match about $403,358 at 4% or $268,906 at 6%; with 100% employer match about $302,519 at 4% or $201,679 at 6%.