Civic Intelligence

Zuzolo Financial Group

Plan context: Zuzolo Financial Group 401(K) Retirement Plan

EIN 13-3811103 • West Hartford, CT • 12 filings • 2 plans

29 South Main StreetSuite 201West Hartford, CT 06107
Current Snapshot

Latest Year

2016

2016 Participants

30

2016 Assets

$1,133,285

2016 Contributions

$157,007

Historical Graphs

Total Assets Over Time

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

$1,435,642$717,821$0200520112016YearValue
$1,133,285Latest year 2016

Participants Over Time

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

34170200520112016YearValue
30Latest 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
2016130$1,133,285$157,007$5,234iApproximate average salary by contribution assumption: employee only about $130,839 at 4% or $87,226 at 6%; with 50% employer match about $87,226 at 4% or $58,151 at 6%; with 100% employer match about $65,420 at 4% or $43,613 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-30$1,133,285$157,007$5,234iApproximate average salary by contribution assumption: employee only about $130,839 at 4% or $87,226 at 6%; with 50% employer match about $87,226 at 4% or $58,151 at 6%; with 100% employer match about $65,420 at 4% or $43,613 at 6%.
2015117$966,628$85,501$5,029iApproximate average salary by contribution assumption: employee only about $125,737 at 4% or $83,825 at 6%; with 50% employer match about $83,825 at 4% or $55,883 at 6%; with 100% employer match about $62,868 at 4% or $41,912 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-17$966,628$85,501$5,029iApproximate average salary by contribution assumption: employee only about $125,737 at 4% or $83,825 at 6%; with 50% employer match about $83,825 at 4% or $55,883 at 6%; with 100% employer match about $62,868 at 4% or $41,912 at 6%.
2014117$1,113,913$95,490$5,617iApproximate average salary by contribution assumption: employee only about $140,426 at 4% or $93,618 at 6%; with 50% employer match about $93,618 at 4% or $62,412 at 6%; with 100% employer match about $70,213 at 4% or $46,809 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-17$1,113,913$95,490$5,617iApproximate average salary by contribution assumption: employee only about $140,426 at 4% or $93,618 at 6%; with 50% employer match about $93,618 at 4% or $62,412 at 6%; with 100% employer match about $70,213 at 4% or $46,809 at 6%.
2013123$1,435,642$116,276$5,055iApproximate average salary by contribution assumption: employee only about $126,387 at 4% or $84,258 at 6%; with 50% employer match about $84,258 at 4% or $56,172 at 6%; with 100% employer match about $63,193 at 4% or $42,129 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-23$1,435,642$116,276$5,055iApproximate average salary by contribution assumption: employee only about $126,387 at 4% or $84,258 at 6%; with 50% employer match about $84,258 at 4% or $56,172 at 6%; with 100% employer match about $63,193 at 4% or $42,129 at 6%.
2012124$1,095,319$116,648$4,860iApproximate average salary by contribution assumption: employee only about $121,508 at 4% or $81,006 at 6%; with 50% employer match about $81,006 at 4% or $54,004 at 6%; with 100% employer match about $60,754 at 4% or $40,503 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-24$1,095,319$116,648$4,860iApproximate average salary by contribution assumption: employee only about $121,508 at 4% or $81,006 at 6%; with 50% employer match about $81,006 at 4% or $54,004 at 6%; with 100% employer match about $60,754 at 4% or $40,503 at 6%.
2011122$1,063,217$140,599$6,391iApproximate average salary by contribution assumption: employee only about $159,772 at 4% or $106,514 at 6%; with 50% employer match about $106,514 at 4% or $71,010 at 6%; with 100% employer match about $79,886 at 4% or $53,257 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-22$1,063,217$140,599$6,391iApproximate average salary by contribution assumption: employee only about $159,772 at 4% or $106,514 at 6%; with 50% employer match about $106,514 at 4% or $71,010 at 6%; with 100% employer match about $79,886 at 4% or $53,257 at 6%.
2010127$1,418,632$154,085$5,707iApproximate average salary by contribution assumption: employee only about $142,671 at 4% or $95,114 at 6%; with 50% employer match about $95,114 at 4% or $63,409 at 6%; with 100% employer match about $71,336 at 4% or $47,557 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-27$1,418,632$154,085$5,707iApproximate average salary by contribution assumption: employee only about $142,671 at 4% or $95,114 at 6%; with 50% employer match about $95,114 at 4% or $63,409 at 6%; with 100% employer match about $71,336 at 4% or $47,557 at 6%.
2009134$1,264,154$139,444$4,101iApproximate average salary by contribution assumption: employee only about $102,532 at 4% or $68,355 at 6%; with 50% employer match about $68,355 at 4% or $45,570 at 6%; with 100% employer match about $51,266 at 4% or $34,177 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-34$1,264,154$139,444$4,101iApproximate average salary by contribution assumption: employee only about $102,532 at 4% or $68,355 at 6%; with 50% employer match about $68,355 at 4% or $45,570 at 6%; with 100% employer match about $51,266 at 4% or $34,177 at 6%.
2008121$1,023,089$227,551$10,836iApproximate average salary by contribution assumption: employee only about $270,894 at 4% or $180,596 at 6%; with 50% employer match about $180,596 at 4% or $120,397 at 6%; with 100% employer match about $135,447 at 4% or $90,298 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-21$1,023,089$227,551$10,836iApproximate average salary by contribution assumption: employee only about $270,894 at 4% or $180,596 at 6%; with 50% employer match about $180,596 at 4% or $120,397 at 6%; with 100% employer match about $135,447 at 4% or $90,298 at 6%.
2007115$0$0-
Zuzolo Financial Group 401(K) Retirement Plan-15---
2006119$1,087,108$145,159$7,640iApproximate average salary by contribution assumption: employee only about $190,999 at 4% or $127,332 at 6%; with 50% employer match about $127,332 at 4% or $84,888 at 6%; with 100% employer match about $95,499 at 4% or $63,666 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-19$1,087,108$145,159$7,640iApproximate average salary by contribution assumption: employee only about $190,999 at 4% or $127,332 at 6%; with 50% employer match about $127,332 at 4% or $84,888 at 6%; with 100% employer match about $95,499 at 4% or $63,666 at 6%.
2005115$951,236$124,882$8,325iApproximate average salary by contribution assumption: employee only about $208,137 at 4% or $138,758 at 6%; with 50% employer match about $138,758 at 4% or $92,505 at 6%; with 100% employer match about $104,068 at 4% or $69,379 at 6%.
Zuzolo Financial Group 401(K) Retirement Plan-15$951,236$124,882$8,325iApproximate average salary by contribution assumption: employee only about $208,137 at 4% or $138,758 at 6%; with 50% employer match about $138,758 at 4% or $92,505 at 6%; with 100% employer match about $104,068 at 4% or $69,379 at 6%.