Civic Intelligence

Ziccardi & Partners Inc.

Plan context: Ziccardi & Partners Inc. Employees Retirement Trust

EIN 13-3555489 • 9 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

17

2008 Assets

$41,775

2008 Contributions

$8,029

Historical Graphs

Total Assets Over Time

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

$1,199,592$599,796$0199920042008YearValue
$41,775Latest year 2008

Participants Over Time

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

24120199920022004YearValue
17Latest year 2004

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
200810$41,775$0-
Ziccardi & Partners Inc. Employees Retirement Trust-0$41,775--
200710$272,434$0-
Ziccardi & Partners Inc. Employees Retirement Trust-0$272,434--
200510$749,881$8,029-
Ziccardi & Partners Inc. Employees Retirement Trust-0$749,881$8,029-
2004117$1,199,592$118,732$6,984iApproximate average salary by contribution assumption: employee only about $174,606 at 4% or $116,404 at 6%; with 50% employer match about $116,404 at 4% or $77,603 at 6%; with 100% employer match about $87,303 at 4% or $58,202 at 6%.
Ziccardi & Partners Inc. Employees Retirement Trust-17$1,199,592$118,732$6,984iApproximate average salary by contribution assumption: employee only about $174,606 at 4% or $116,404 at 6%; with 50% employer match about $116,404 at 4% or $77,603 at 6%; with 100% employer match about $87,303 at 4% or $58,202 at 6%.
2003124$1,025,180$128,982$5,374iApproximate average salary by contribution assumption: employee only about $134,356 at 4% or $89,571 at 6%; with 50% employer match about $89,571 at 4% or $59,714 at 6%; with 100% employer match about $67,178 at 4% or $44,785 at 6%.
Ziccardi & Partners Inc. Employees Retirement Trust-24$1,025,180$128,982$5,374iApproximate average salary by contribution assumption: employee only about $134,356 at 4% or $89,571 at 6%; with 50% employer match about $89,571 at 4% or $59,714 at 6%; with 100% employer match about $67,178 at 4% or $44,785 at 6%.
2002122$825,620$139,205$6,328iApproximate average salary by contribution assumption: employee only about $158,188 at 4% or $105,458 at 6%; with 50% employer match about $105,458 at 4% or $70,306 at 6%; with 100% employer match about $79,094 at 4% or $52,729 at 6%.
Ziccardi & Partners Inc. Employees Retirement Trust-22$825,620$139,205$6,328iApproximate average salary by contribution assumption: employee only about $158,188 at 4% or $105,458 at 6%; with 50% employer match about $105,458 at 4% or $70,306 at 6%; with 100% employer match about $79,094 at 4% or $52,729 at 6%.
2001112$423,756$69,302$5,775iApproximate average salary by contribution assumption: employee only about $144,379 at 4% or $96,253 at 6%; with 50% employer match about $96,253 at 4% or $64,169 at 6%; with 100% employer match about $72,190 at 4% or $48,126 at 6%.
Ziccardi & Partners Inc. Employees Retirement Trust-12$423,756$69,302$5,775iApproximate average salary by contribution assumption: employee only about $144,379 at 4% or $96,253 at 6%; with 50% employer match about $96,253 at 4% or $64,169 at 6%; with 100% employer match about $72,190 at 4% or $48,126 at 6%.
2000115$0$0-
Ziccardi & Partners Inc. Employees Retirement Trust-15---
1999113$404,813$92,290$7,099iApproximate average salary by contribution assumption: employee only about $177,481 at 4% or $118,321 at 6%; with 50% employer match about $118,321 at 4% or $78,880 at 6%; with 100% employer match about $88,740 at 4% or $59,160 at 6%.
Ziccardi & Partners Inc. Employees Retirement Trust-13$404,813$92,290$7,099iApproximate average salary by contribution assumption: employee only about $177,481 at 4% or $118,321 at 6%; with 50% employer match about $118,321 at 4% or $78,880 at 6%; with 100% employer match about $88,740 at 4% or $59,160 at 6%.