Civic Intelligence

Zwerdling Management Services LLC

Plan context: Zwerdling Management Services LLC Defined Benefit Pension Plan

EIN 06-1572339 • Orange, CT • 17 filings • 3 plans

329 Manley HeightsOrange, CT 06477
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$69,978

2016 Contributions

$240,000

Historical Graphs

Total Assets Over Time

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

$1,242,491$621,246$0199920102016YearValue
$69,978Latest year 2016

Participants Over Time

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

320199920072016YearValue
1Latest year 2016

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
201611$69,978$0-
Zwerdling Management Services LLC Defined Benefit Pension Plan-1$69,978--
201512$661,246$0-
Zwerdling Management Services LLC Defined Benefit Pension Plan-2$661,246$0-
201413$1,166,145$0-
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$1,166,145$0-
201313$1,242,491$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$1,242,491$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
201213$1,006,733$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$1,006,733$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201113$1,107,287$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$1,107,287$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201013$1,072,588$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$1,072,588$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
200913$953,629$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$953,629$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
200713$0$0-
Zwerdling Management Services LLC Defined Benefit Pension Plan-3---
200613$848,270$95,751$31,917iApproximate average salary by contribution assumption: employee only about $797,925 at 4% or $531,950 at 6%; with 50% employer match about $531,950 at 4% or $354,633 at 6%; with 100% employer match about $398,963 at 4% or $265,975 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$848,270$95,751$31,917iApproximate average salary by contribution assumption: employee only about $797,925 at 4% or $531,950 at 6%; with 50% employer match about $531,950 at 4% or $354,633 at 6%; with 100% employer match about $398,963 at 4% or $265,975 at 6%.
200513$686,705$133,421$44,474iApproximate average salary by contribution assumption: employee only about $1,111,842 at 4% or $741,228 at 6%; with 50% employer match about $741,228 at 4% or $494,152 at 6%; with 100% employer match about $555,921 at 4% or $370,614 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$686,705$133,421$44,474iApproximate average salary by contribution assumption: employee only about $1,111,842 at 4% or $741,228 at 6%; with 50% employer match about $741,228 at 4% or $494,152 at 6%; with 100% employer match about $555,921 at 4% or $370,614 at 6%.
200413$580,269$105,008$35,003iApproximate average salary by contribution assumption: employee only about $875,067 at 4% or $583,378 at 6%; with 50% employer match about $583,378 at 4% or $388,919 at 6%; with 100% employer match about $437,533 at 4% or $291,689 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$580,269$105,008$35,003iApproximate average salary by contribution assumption: employee only about $875,067 at 4% or $583,378 at 6%; with 50% employer match about $583,378 at 4% or $388,919 at 6%; with 100% employer match about $437,533 at 4% or $291,689 at 6%.
200313$475,321$108,256$36,085iApproximate average salary by contribution assumption: employee only about $902,133 at 4% or $601,422 at 6%; with 50% employer match about $601,422 at 4% or $400,948 at 6%; with 100% employer match about $451,067 at 4% or $300,711 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$475,321$108,256$36,085iApproximate average salary by contribution assumption: employee only about $902,133 at 4% or $601,422 at 6%; with 50% employer match about $601,422 at 4% or $400,948 at 6%; with 100% employer match about $451,067 at 4% or $300,711 at 6%.
200213$325,987$107,254$35,751iApproximate average salary by contribution assumption: employee only about $893,783 at 4% or $595,856 at 6%; with 50% employer match about $595,856 at 4% or $397,237 at 6%; with 100% employer match about $446,892 at 4% or $297,928 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-3$325,987$107,254$35,751iApproximate average salary by contribution assumption: employee only about $893,783 at 4% or $595,856 at 6%; with 50% employer match about $595,856 at 4% or $397,237 at 6%; with 100% employer match about $446,892 at 4% or $297,928 at 6%.
200113$0$0-
Zwerdling Management Services LLC Defined Benefit Pension Plan-3---
200013$0$0-
Zwerdling Management Services LLC Defined Benefit Pension Plan-3---
199911$48,185$48,185$48,185iApproximate average salary by contribution assumption: employee only about $1,204,625 at 4% or $803,083 at 6%; with 50% employer match about $803,083 at 4% or $535,389 at 6%; with 100% employer match about $602,313 at 4% or $401,542 at 6%.
Zwerdling Management Services LLC Defined Benefit Pension Plan-1$48,185$48,185$48,185iApproximate average salary by contribution assumption: employee only about $1,204,625 at 4% or $803,083 at 6%; with 50% employer match about $803,083 at 4% or $535,389 at 6%; with 100% employer match about $602,313 at 4% or $401,542 at 6%.