Steve Zwick
Plan context: Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97
EIN 13-3224492 • New York, NY • 8 filings • 5 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$933,132
2011 Contributions
$13,125
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 2 | $933,132 | $13,125 | $6,563iApproximate average salary by contribution assumption: employee only about $164,063 at 4% or $109,375 at 6%; with 50% employer match about $109,375 at 4% or $72,917 at 6%; with 100% employer match about $82,031 at 4% or $54,688 at 6%. |
| Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97 | - | 2 | $933,132 | $13,125 | $6,563iApproximate average salary by contribution assumption: employee only about $164,063 at 4% or $109,375 at 6%; with 50% employer match about $109,375 at 4% or $72,917 at 6%; with 100% employer match about $82,031 at 4% or $54,688 at 6%. |
| 2010 | 1 | 2 | $875,144 | $15,036 | $7,518iApproximate average salary by contribution assumption: employee only about $187,950 at 4% or $125,300 at 6%; with 50% employer match about $125,300 at 4% or $83,533 at 6%; with 100% employer match about $93,975 at 4% or $62,650 at 6%. |
| Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97 | - | 2 | $875,144 | $15,036 | $7,518iApproximate average salary by contribution assumption: employee only about $187,950 at 4% or $125,300 at 6%; with 50% employer match about $125,300 at 4% or $83,533 at 6%; with 100% employer match about $93,975 at 4% or $62,650 at 6%. |
| 2009 | 1 | 2 | $815,067 | $12,457 | $6,229iApproximate average salary by contribution assumption: employee only about $155,713 at 4% or $103,808 at 6%; with 50% employer match about $103,808 at 4% or $69,206 at 6%; with 100% employer match about $77,856 at 4% or $51,904 at 6%. |
| Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97 | - | 2 | $815,067 | $12,457 | $6,229iApproximate average salary by contribution assumption: employee only about $155,713 at 4% or $103,808 at 6%; with 50% employer match about $103,808 at 4% or $69,206 at 6%; with 100% employer match about $77,856 at 4% or $51,904 at 6%. |
| 2008 | 1 | 2 | $780,304 | $15,290 | $7,645iApproximate average salary by contribution assumption: employee only about $191,125 at 4% or $127,417 at 6%; with 50% employer match about $127,417 at 4% or $84,944 at 6%; with 100% employer match about $95,563 at 4% or $63,708 at 6%. |
| Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97 | - | 2 | $780,304 | $15,290 | $7,645iApproximate average salary by contribution assumption: employee only about $191,125 at 4% or $127,417 at 6%; with 50% employer match about $127,417 at 4% or $84,944 at 6%; with 100% employer match about $95,563 at 4% or $63,708 at 6%. |
| 2007 | 1 | 3 | $802,372 | $17,922 | $5,974iApproximate average salary by contribution assumption: employee only about $149,350 at 4% or $99,567 at 6%; with 50% employer match about $99,567 at 4% or $66,378 at 6%; with 100% employer match about $74,675 at 4% or $49,783 at 6%. |
| Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97 | - | 3 | $802,372 | $17,922 | $5,974iApproximate average salary by contribution assumption: employee only about $149,350 at 4% or $99,567 at 6%; with 50% employer match about $99,567 at 4% or $66,378 at 6%; with 100% employer match about $74,675 at 4% or $49,783 at 6%. |
| 2006 | 1 | 3 | $761,947 | $46,462 | $15,487iApproximate average salary by contribution assumption: employee only about $387,183 at 4% or $258,122 at 6%; with 50% employer match about $258,122 at 4% or $172,081 at 6%; with 100% employer match about $193,592 at 4% or $129,061 at 6%. |
| Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97 | - | 3 | $761,947 | $46,462 | $15,487iApproximate average salary by contribution assumption: employee only about $387,183 at 4% or $258,122 at 6%; with 50% employer match about $258,122 at 4% or $172,081 at 6%; with 100% employer match about $193,592 at 4% or $129,061 at 6%. |
| 2005 | 1 | 3 | $657,029 | $0 | - |
| Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97 | - | 3 | $657,029 | - | - |
| 2004 | 1 | 3 | $621,344 | $18,829 | $6,276iApproximate average salary by contribution assumption: employee only about $156,908 at 4% or $104,606 at 6%; with 50% employer match about $104,606 at 4% or $69,737 at 6%; with 100% employer match about $78,454 at 4% or $52,303 at 6%. |
| Citi Smith Barney Steve Zwick Trust Profit Sharing Purchase Paln Dtd 07-01-97 | - | 3 | $621,344 | $18,829 | $6,276iApproximate average salary by contribution assumption: employee only about $156,908 at 4% or $104,606 at 6%; with 50% employer match about $104,606 at 4% or $69,737 at 6%; with 100% employer match about $78,454 at 4% or $52,303 at 6%. |