Civic Intelligence

Relyea Zuckerberg Hanson LLC

Plan context: Rzh Advisors 401(K) Profit Sharing Plan & Trust

EIN 06-1571660 • 10 filings • 3 plans

Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$3,846,519

2023 Contributions

$599,432

Historical Graphs

Total Assets Over Time

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

$3,846,519$1,923,260$0201420192023YearValue
$3,846,519Latest year 2023

Participants Over Time

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

1160201420192023YearValue
11Latest year 2023

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
2023111$3,846,519$599,432$54,494iApproximate average salary by contribution assumption: employee only about $1,362,345 at 4% or $908,230 at 6%; with 50% employer match about $908,230 at 4% or $605,487 at 6%; with 100% employer match about $681,173 at 4% or $454,115 at 6%.
Rzh Advisors 401(K) Profit Sharing Plan & Trust-11$3,846,519$599,432$54,494iApproximate average salary by contribution assumption: employee only about $1,362,345 at 4% or $908,230 at 6%; with 50% employer match about $908,230 at 4% or $605,487 at 6%; with 100% employer match about $681,173 at 4% or $454,115 at 6%.
202219$3,285,251$366,857$40,762iApproximate average salary by contribution assumption: employee only about $1,019,047 at 4% or $679,365 at 6%; with 50% employer match about $679,365 at 4% or $452,910 at 6%; with 100% employer match about $509,524 at 4% or $339,682 at 6%.
Rzh Advisors 401(K) Profit Sharing Plan & Trust-9$3,285,251$366,857$40,762iApproximate average salary by contribution assumption: employee only about $1,019,047 at 4% or $679,365 at 6%; with 50% employer match about $679,365 at 4% or $452,910 at 6%; with 100% employer match about $509,524 at 4% or $339,682 at 6%.
202118$3,574,595$259,861$32,483iApproximate average salary by contribution assumption: employee only about $812,066 at 4% or $541,377 at 6%; with 50% employer match about $541,377 at 4% or $360,918 at 6%; with 100% employer match about $406,033 at 4% or $270,689 at 6%.
Rzh Advisors 401(K) Profit Sharing Plan & Trust-8$3,574,595$259,861$32,483iApproximate average salary by contribution assumption: employee only about $812,066 at 4% or $541,377 at 6%; with 50% employer match about $541,377 at 4% or $360,918 at 6%; with 100% employer match about $406,033 at 4% or $270,689 at 6%.
202017$2,948,532$246,563$35,223iApproximate average salary by contribution assumption: employee only about $880,582 at 4% or $587,055 at 6%; with 50% employer match about $587,055 at 4% or $391,370 at 6%; with 100% employer match about $440,291 at 4% or $293,527 at 6%.
Rzh Advisors 401(K) Profit Sharing Plan & Trust-7$2,948,532$246,563$35,223iApproximate average salary by contribution assumption: employee only about $880,582 at 4% or $587,055 at 6%; with 50% employer match about $587,055 at 4% or $391,370 at 6%; with 100% employer match about $440,291 at 4% or $293,527 at 6%.
201916$2,342,857$242,889$40,482iApproximate average salary by contribution assumption: employee only about $1,012,038 at 4% or $674,692 at 6%; with 50% employer match about $674,692 at 4% or $449,794 at 6%; with 100% employer match about $506,019 at 4% or $337,346 at 6%.
Rzh Advisors 401(K) Profit Sharing Plan & Trust-6$2,342,857$242,889$40,482iApproximate average salary by contribution assumption: employee only about $1,012,038 at 4% or $674,692 at 6%; with 50% employer match about $674,692 at 4% or $449,794 at 6%; with 100% employer match about $506,019 at 4% or $337,346 at 6%.
201817$1,757,193$234,053$33,436iApproximate average salary by contribution assumption: employee only about $835,904 at 4% or $557,269 at 6%; with 50% employer match about $557,269 at 4% or $371,513 at 6%; with 100% employer match about $417,952 at 4% or $278,635 at 6%.
Rzh Advisors 401(K) Profit Sharing Plan & Trust-7$1,757,193$234,053$33,436iApproximate average salary by contribution assumption: employee only about $835,904 at 4% or $557,269 at 6%; with 50% employer match about $557,269 at 4% or $371,513 at 6%; with 100% employer match about $417,952 at 4% or $278,635 at 6%.
201717$1,701,744$215,548$30,793iApproximate average salary by contribution assumption: employee only about $769,814 at 4% or $513,210 at 6%; with 50% employer match about $513,210 at 4% or $342,140 at 6%; with 100% employer match about $384,907 at 4% or $256,605 at 6%.
Relyea Zuckerberg Hanson LLC 401(K) Profit Sharing Plan & Trust-7$1,701,744$215,548$30,793iApproximate average salary by contribution assumption: employee only about $769,814 at 4% or $513,210 at 6%; with 50% employer match about $513,210 at 4% or $342,140 at 6%; with 100% employer match about $384,907 at 4% or $256,605 at 6%.
201617$1,220,916$204,966$29,281iApproximate average salary by contribution assumption: employee only about $732,021 at 4% or $488,014 at 6%; with 50% employer match about $488,014 at 4% or $325,343 at 6%; with 100% employer match about $366,011 at 4% or $244,007 at 6%.
Relyea Zuckerberg Hanson LLC 401(K) Profit Sharing Plan & Trust-7$1,220,916$204,966$29,281iApproximate average salary by contribution assumption: employee only about $732,021 at 4% or $488,014 at 6%; with 50% employer match about $488,014 at 4% or $325,343 at 6%; with 100% employer match about $366,011 at 4% or $244,007 at 6%.
201516$960,546$232,458$38,743iApproximate average salary by contribution assumption: employee only about $968,575 at 4% or $645,717 at 6%; with 50% employer match about $645,717 at 4% or $430,478 at 6%; with 100% employer match about $484,288 at 4% or $322,858 at 6%.
Relyea Zuckerberg Hanson LLC 401(K) Profit Sharing Plan & Trust-6$960,546$232,458$38,743iApproximate average salary by contribution assumption: employee only about $968,575 at 4% or $645,717 at 6%; with 50% employer match about $645,717 at 4% or $430,478 at 6%; with 100% employer match about $484,288 at 4% or $322,858 at 6%.
201417$805,686$124,174$17,739iApproximate average salary by contribution assumption: employee only about $443,479 at 4% or $295,652 at 6%; with 50% employer match about $295,652 at 4% or $197,102 at 6%; with 100% employer match about $221,739 at 4% or $147,826 at 6%.
Relyea Zuckerberg Hanson LLC 401(K) Profit Sharing Plan & Trust-7$805,686$124,174$17,739iApproximate average salary by contribution assumption: employee only about $443,479 at 4% or $295,652 at 6%; with 50% employer match about $295,652 at 4% or $197,102 at 6%; with 100% employer match about $221,739 at 4% or $147,826 at 6%.