Civic Intelligence

N.B. Zoullas Securities Inc.

Plan context: N.B. Zoullas Securities Inc.

EIN 13-3634868 • New York, NY • 18 filings • 1 plans

1 Penn Plz#Plz-fl20New York, NY 10119
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,987,307

2025 Contributions

$178,500

Historical Graphs

Total Assets Over Time

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

$2,987,307$1,493,654$0200820172025YearValue
$2,987,307Latest year 2025

Participants Over Time

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

530200820172025YearValue
3Latest year 2025

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
202513$2,987,307$178,500$59,500iApproximate average salary by contribution assumption: employee only about $1,487,500 at 4% or $991,667 at 6%; with 50% employer match about $991,667 at 4% or $661,111 at 6%; with 100% employer match about $743,750 at 4% or $495,833 at 6%.
N.B. Zoullas Securities Inc.-3$2,987,307$178,500$59,500iApproximate average salary by contribution assumption: employee only about $1,487,500 at 4% or $991,667 at 6%; with 50% employer match about $991,667 at 4% or $661,111 at 6%; with 100% employer match about $743,750 at 4% or $495,833 at 6%.
202413$2,499,587$168,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
N.B. Zoullas Securities Inc.-3$2,499,587$168,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
202313$1,998,996$165,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
N.B. Zoullas Securities Inc.-3$1,998,996$165,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
202213$1,623,270$149,000$49,667iApproximate average salary by contribution assumption: employee only about $1,241,667 at 4% or $827,778 at 6%; with 50% employer match about $827,778 at 4% or $551,852 at 6%; with 100% employer match about $620,833 at 4% or $413,889 at 6%.
N.B. Zoullas Securities Inc.-3$1,623,270$149,000$49,667iApproximate average salary by contribution assumption: employee only about $1,241,667 at 4% or $827,778 at 6%; with 50% employer match about $827,778 at 4% or $551,852 at 6%; with 100% employer match about $620,833 at 4% or $413,889 at 6%.
202113$1,755,324$143,000$47,667iApproximate average salary by contribution assumption: employee only about $1,191,667 at 4% or $794,444 at 6%; with 50% employer match about $794,444 at 4% or $529,630 at 6%; with 100% employer match about $595,833 at 4% or $397,222 at 6%.
N.B. Zoullas Securities Inc.-3$1,755,324$143,000$47,667iApproximate average salary by contribution assumption: employee only about $1,191,667 at 4% or $794,444 at 6%; with 50% employer match about $794,444 at 4% or $529,630 at 6%; with 100% employer match about $595,833 at 4% or $397,222 at 6%.
202013$1,373,431$143,000$47,667iApproximate average salary by contribution assumption: employee only about $1,191,667 at 4% or $794,444 at 6%; with 50% employer match about $794,444 at 4% or $529,630 at 6%; with 100% employer match about $595,833 at 4% or $397,222 at 6%.
N.B. Zoullas Securities Inc.-3$1,373,431$143,000$47,667iApproximate average salary by contribution assumption: employee only about $1,191,667 at 4% or $794,444 at 6%; with 50% employer match about $794,444 at 4% or $529,630 at 6%; with 100% employer match about $595,833 at 4% or $397,222 at 6%.
201913$1,118,659$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
N.B. Zoullas Securities Inc.-3$1,118,659$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
201813$797,597$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
N.B. Zoullas Securities Inc.-3$797,597$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
201714$878,883$116,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
N.B. Zoullas Securities Inc.-4$878,883$116,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
201615$777,091$116,000$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
N.B. Zoullas Securities Inc.-5$777,091$116,000$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
201515$644,016$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
N.B. Zoullas Securities Inc.-5$644,016$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201415$564,540$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
N.B. Zoullas Securities Inc.-5$564,540$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201315$470,009$72,500$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
N.B. Zoullas Securities Inc.-5$470,009$72,500$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
201215$374,997$70,800$14,160iApproximate average salary by contribution assumption: employee only about $354,000 at 4% or $236,000 at 6%; with 50% employer match about $236,000 at 4% or $157,333 at 6%; with 100% employer match about $177,000 at 4% or $118,000 at 6%.
N.B. Zoullas Securities Inc.-5$374,997$70,800$14,160iApproximate average salary by contribution assumption: employee only about $354,000 at 4% or $236,000 at 6%; with 50% employer match about $236,000 at 4% or $157,333 at 6%; with 100% employer match about $177,000 at 4% or $118,000 at 6%.
201115$291,473$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
N.B. Zoullas Securities Inc.-5$291,473$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201014$213,481$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
N.B. Zoullas Securities Inc.-4$213,481$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200914$134,597$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
N.B. Zoullas Securities Inc.-4$134,597$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200815$65,998$66,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
N.B. Zoullas Securities Inc.-5$65,998$66,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.