Civic Intelligence

Joseph M Zona Dds PLLC

Plan context: Joseph M Zona Dds PLLC 401K Profit Sharing Plan

EIN 13-3851529 • Staten Island, NY • 41 filings • 6 plans

265 Guyon AvenueStaten Island, NY 10306
Current Snapshot

Latest Year

2022

2022 Participants

11

2022 Assets

$5,598,887

2022 Contributions

$172,129

Historical Graphs

Total Assets Over Time

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

$5,598,887$2,799,444$0200220122021YearValue
$5,598,887Latest year 2021

Participants Over Time

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

1580200220122021YearValue
11Latest year 2021

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
202220$0$0-
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-0$0$0-
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-0$0$0-
2021211$5,598,887$172,129$15,648iApproximate average salary by contribution assumption: employee only about $391,202 at 4% or $260,802 at 6%; with 50% employer match about $260,802 at 4% or $173,868 at 6%; with 100% employer match about $195,601 at 4% or $130,401 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-10$3,790,683$98,029$9,803iApproximate average salary by contribution assumption: employee only about $245,073 at 4% or $163,382 at 6%; with 50% employer match about $163,382 at 4% or $108,921 at 6%; with 100% employer match about $122,536 at 4% or $81,691 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-11$1,808,204$74,100$6,736iApproximate average salary by contribution assumption: employee only about $168,409 at 4% or $112,273 at 6%; with 50% employer match about $112,273 at 4% or $74,848 at 6%; with 100% employer match about $84,205 at 4% or $56,136 at 6%.
2020210$4,713,372$162,303$16,230iApproximate average salary by contribution assumption: employee only about $405,758 at 4% or $270,505 at 6%; with 50% employer match about $270,505 at 4% or $180,337 at 6%; with 100% employer match about $202,879 at 4% or $135,253 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-10$3,108,070$87,303$8,730iApproximate average salary by contribution assumption: employee only about $218,257 at 4% or $145,505 at 6%; with 50% employer match about $145,505 at 4% or $97,003 at 6%; with 100% employer match about $109,129 at 4% or $72,753 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-8$1,605,302$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
201929$3,981,032$173,112$19,235iApproximate average salary by contribution assumption: employee only about $480,867 at 4% or $320,578 at 6%; with 50% employer match about $320,578 at 4% or $213,719 at 6%; with 100% employer match about $240,433 at 4% or $160,289 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-0$2,584,905$98,112-
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-9$1,396,127$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2018211$3,090,155$174,551$15,868iApproximate average salary by contribution assumption: employee only about $396,707 at 4% or $264,471 at 6%; with 50% employer match about $264,471 at 4% or $176,314 at 6%; with 100% employer match about $198,353 at 4% or $132,236 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-11$1,946,608$98,817$8,983iApproximate average salary by contribution assumption: employee only about $224,584 at 4% or $149,723 at 6%; with 50% employer match about $149,723 at 4% or $99,815 at 6%; with 100% employer match about $112,292 at 4% or $74,861 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-9$1,143,547$75,734$8,415iApproximate average salary by contribution assumption: employee only about $210,372 at 4% or $140,248 at 6%; with 50% employer match about $140,248 at 4% or $93,499 at 6%; with 100% employer match about $105,186 at 4% or $70,124 at 6%.
2017211$3,165,501$168,663$15,333iApproximate average salary by contribution assumption: employee only about $383,325 at 4% or $255,550 at 6%; with 50% employer match about $255,550 at 4% or $170,367 at 6%; with 100% employer match about $191,663 at 4% or $127,775 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-11$2,058,903$91,979$8,362iApproximate average salary by contribution assumption: employee only about $209,043 at 4% or $139,362 at 6%; with 50% employer match about $139,362 at 4% or $92,908 at 6%; with 100% employer match about $104,522 at 4% or $69,681 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-8$1,106,598$76,684$9,586iApproximate average salary by contribution assumption: employee only about $239,638 at 4% or $159,758 at 6%; with 50% employer match about $159,758 at 4% or $106,506 at 6%; with 100% employer match about $119,819 at 4% or $79,879 at 6%.
2016210$2,641,800$169,984$16,998iApproximate average salary by contribution assumption: employee only about $424,960 at 4% or $283,307 at 6%; with 50% employer match about $283,307 at 4% or $188,871 at 6%; with 100% employer match about $212,480 at 4% or $141,653 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-10$1,711,901$95,800$9,580iApproximate average salary by contribution assumption: employee only about $239,500 at 4% or $159,667 at 6%; with 50% employer match about $159,667 at 4% or $106,444 at 6%; with 100% employer match about $119,750 at 4% or $79,833 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-7$929,899$74,184$10,598iApproximate average salary by contribution assumption: employee only about $264,943 at 4% or $176,629 at 6%; with 50% employer match about $176,629 at 4% or $117,752 at 6%; with 100% employer match about $132,471 at 4% or $88,314 at 6%.
201529$2,224,348$161,700$17,967iApproximate average salary by contribution assumption: employee only about $449,167 at 4% or $299,444 at 6%; with 50% employer match about $299,444 at 4% or $199,630 at 6%; with 100% employer match about $224,583 at 4% or $149,722 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-9$1,412,521$87,749$9,750iApproximate average salary by contribution assumption: employee only about $243,747 at 4% or $162,498 at 6%; with 50% employer match about $162,498 at 4% or $108,332 at 6%; with 100% employer match about $121,874 at 4% or $81,249 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-7$811,827$73,951$10,564iApproximate average salary by contribution assumption: employee only about $264,111 at 4% or $176,074 at 6%; with 50% employer match about $176,074 at 4% or $117,383 at 6%; with 100% employer match about $132,055 at 4% or $88,037 at 6%.
2014210$2,143,174$168,835$16,884iApproximate average salary by contribution assumption: employee only about $422,088 at 4% or $281,392 at 6%; with 50% employer match about $281,392 at 4% or $187,594 at 6%; with 100% employer match about $211,044 at 4% or $140,696 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-10$1,378,579$90,155$9,016iApproximate average salary by contribution assumption: employee only about $225,388 at 4% or $150,258 at 6%; with 50% employer match about $150,258 at 4% or $100,172 at 6%; with 100% employer match about $112,694 at 4% or $75,129 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-9$764,595$78,680$8,742iApproximate average salary by contribution assumption: employee only about $218,556 at 4% or $145,704 at 6%; with 50% employer match about $145,704 at 4% or $97,136 at 6%; with 100% employer match about $109,278 at 4% or $72,852 at 6%.
201329$1,851,396$153,795$17,088iApproximate average salary by contribution assumption: employee only about $427,208 at 4% or $284,806 at 6%; with 50% employer match about $284,806 at 4% or $189,870 at 6%; with 100% employer match about $213,604 at 4% or $142,403 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-9$1,197,163$79,506$8,834iApproximate average salary by contribution assumption: employee only about $220,850 at 4% or $147,233 at 6%; with 50% employer match about $147,233 at 4% or $98,156 at 6%; with 100% employer match about $110,425 at 4% or $73,617 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-9$654,233$74,289$8,254iApproximate average salary by contribution assumption: employee only about $206,358 at 4% or $137,572 at 6%; with 50% employer match about $137,572 at 4% or $91,715 at 6%; with 100% employer match about $103,179 at 4% or $68,786 at 6%.
2012211$1,535,335$146,581$13,326iApproximate average salary by contribution assumption: employee only about $333,139 at 4% or $222,092 at 6%; with 50% employer match about $222,092 at 4% or $148,062 at 6%; with 100% employer match about $166,569 at 4% or $111,046 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-11$971,839$76,617$6,965iApproximate average salary by contribution assumption: employee only about $174,130 at 4% or $116,086 at 6%; with 50% employer match about $116,086 at 4% or $77,391 at 6%; with 100% employer match about $87,065 at 4% or $58,043 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-10$563,496$69,964$6,996iApproximate average salary by contribution assumption: employee only about $174,910 at 4% or $116,607 at 6%; with 50% employer match about $116,607 at 4% or $77,738 at 6%; with 100% employer match about $87,455 at 4% or $58,303 at 6%.
2011212$1,290,589$144,303$12,025iApproximate average salary by contribution assumption: employee only about $300,631 at 4% or $200,421 at 6%; with 50% employer match about $200,421 at 4% or $133,614 at 6%; with 100% employer match about $150,316 at 4% or $100,210 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-12$798,680$80,336$6,695iApproximate average salary by contribution assumption: employee only about $167,367 at 4% or $111,578 at 6%; with 50% employer match about $111,578 at 4% or $74,385 at 6%; with 100% employer match about $83,683 at 4% or $55,789 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-12$491,909$63,967$5,331iApproximate average salary by contribution assumption: employee only about $133,265 at 4% or $88,843 at 6%; with 50% employer match about $88,843 at 4% or $59,229 at 6%; with 100% employer match about $66,632 at 4% or $44,422 at 6%.
2010212$1,180,665$132,252$11,021iApproximate average salary by contribution assumption: employee only about $275,525 at 4% or $183,683 at 6%; with 50% employer match about $183,683 at 4% or $122,456 at 6%; with 100% employer match about $137,763 at 4% or $91,842 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-12$754,409$84,813$7,068iApproximate average salary by contribution assumption: employee only about $176,694 at 4% or $117,796 at 6%; with 50% employer match about $117,796 at 4% or $78,531 at 6%; with 100% employer match about $88,347 at 4% or $58,898 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-12$426,256$47,439$3,953iApproximate average salary by contribution assumption: employee only about $98,831 at 4% or $65,888 at 6%; with 50% employer match about $65,888 at 4% or $43,925 at 6%; with 100% employer match about $49,416 at 4% or $32,944 at 6%.
2009215$962,860$173,876$11,592iApproximate average salary by contribution assumption: employee only about $289,793 at 4% or $193,196 at 6%; with 50% employer match about $193,196 at 4% or $128,797 at 6%; with 100% employer match about $144,897 at 4% or $96,598 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-15$589,429$83,236$5,549iApproximate average salary by contribution assumption: employee only about $138,727 at 4% or $92,484 at 6%; with 50% employer match about $92,484 at 4% or $61,656 at 6%; with 100% employer match about $69,363 at 4% or $46,242 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-12$373,431$90,640$7,553iApproximate average salary by contribution assumption: employee only about $188,833 at 4% or $125,889 at 6%; with 50% employer match about $125,889 at 4% or $83,926 at 6%; with 100% employer match about $94,417 at 4% or $62,944 at 6%.
200828$405,379$130,564$16,321iApproximate average salary by contribution assumption: employee only about $408,013 at 4% or $272,008 at 6%; with 50% employer match about $272,008 at 4% or $181,339 at 6%; with 100% employer match about $204,006 at 4% or $136,004 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-8$405,379$77,859$9,732iApproximate average salary by contribution assumption: employee only about $243,309 at 4% or $162,206 at 6%; with 50% employer match about $162,206 at 4% or $108,138 at 6%; with 100% employer match about $121,655 at 4% or $81,103 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-8-$52,705$6,588iApproximate average salary by contribution assumption: employee only about $164,703 at 4% or $109,802 at 6%; with 50% employer match about $109,802 at 4% or $73,201 at 6%; with 100% employer match about $82,352 at 4% or $54,901 at 6%.
200729$511,325$76,449$8,494iApproximate average salary by contribution assumption: employee only about $212,358 at 4% or $141,572 at 6%; with 50% employer match about $141,572 at 4% or $94,381 at 6%; with 100% employer match about $106,179 at 4% or $70,786 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-9$511,325$76,449$8,494iApproximate average salary by contribution assumption: employee only about $212,358 at 4% or $141,572 at 6%; with 50% employer match about $141,572 at 4% or $94,381 at 6%; with 100% employer match about $106,179 at 4% or $70,786 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-9---
200628$609,717$108,178$13,522iApproximate average salary by contribution assumption: employee only about $338,056 at 4% or $225,371 at 6%; with 50% employer match about $225,371 at 4% or $150,247 at 6%; with 100% employer match about $169,028 at 4% or $112,685 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-8$419,997$62,511$7,814iApproximate average salary by contribution assumption: employee only about $195,347 at 4% or $130,231 at 6%; with 50% employer match about $130,231 at 4% or $86,821 at 6%; with 100% employer match about $97,673 at 4% or $65,116 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-8$189,720$45,667$5,708iApproximate average salary by contribution assumption: employee only about $142,709 at 4% or $95,140 at 6%; with 50% employer match about $95,140 at 4% or $63,426 at 6%; with 100% employer match about $71,355 at 4% or $47,570 at 6%.
200528$454,213$108,425$13,553iApproximate average salary by contribution assumption: employee only about $338,828 at 4% or $225,885 at 6%; with 50% employer match about $225,885 at 4% or $150,590 at 6%; with 100% employer match about $169,414 at 4% or $112,943 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-8$321,323$65,674$8,209iApproximate average salary by contribution assumption: employee only about $205,231 at 4% or $136,821 at 6%; with 50% employer match about $136,821 at 4% or $91,214 at 6%; with 100% employer match about $102,616 at 4% or $68,410 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-8$132,890$42,751$5,344iApproximate average salary by contribution assumption: employee only about $133,597 at 4% or $89,065 at 6%; with 50% employer match about $89,065 at 4% or $59,376 at 6%; with 100% employer match about $66,798 at 4% or $44,532 at 6%.
200427$323,612$105,465$15,066iApproximate average salary by contribution assumption: employee only about $376,661 at 4% or $251,107 at 6%; with 50% employer match about $251,107 at 4% or $167,405 at 6%; with 100% employer match about $188,330 at 4% or $125,554 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-7$235,801$62,869$8,981iApproximate average salary by contribution assumption: employee only about $224,532 at 4% or $149,688 at 6%; with 50% employer match about $149,688 at 4% or $99,792 at 6%; with 100% employer match about $112,266 at 4% or $74,844 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-7$87,811$42,596$6,085iApproximate average salary by contribution assumption: employee only about $152,129 at 4% or $101,419 at 6%; with 50% employer match about $101,419 at 4% or $67,613 at 6%; with 100% employer match about $76,064 at 4% or $50,710 at 6%.
200328$187,798$106,802$13,350iApproximate average salary by contribution assumption: employee only about $333,756 at 4% or $222,504 at 6%; with 50% employer match about $222,504 at 4% or $148,336 at 6%; with 100% employer match about $166,878 at 4% or $111,252 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-8$146,465$65,469$8,184iApproximate average salary by contribution assumption: employee only about $204,591 at 4% or $136,394 at 6%; with 50% employer match about $136,394 at 4% or $90,929 at 6%; with 100% employer match about $102,295 at 4% or $68,197 at 6%.
Joseph M. Zona, D.D.S., P.L.L.C. Cash Balance Plan-7$41,333$41,333$5,905iApproximate average salary by contribution assumption: employee only about $147,618 at 4% or $98,412 at 6%; with 50% employer match about $98,412 at 4% or $65,608 at 6%; with 100% employer match about $73,809 at 4% or $49,206 at 6%.
200217$55,706$55,166$7,881iApproximate average salary by contribution assumption: employee only about $197,021 at 4% or $131,348 at 6%; with 50% employer match about $131,348 at 4% or $87,565 at 6%; with 100% employer match about $98,511 at 4% or $65,674 at 6%.
Joseph M Zona Dds PLLC 401K Profit Sharing Plan-7$55,706$55,166$7,881iApproximate average salary by contribution assumption: employee only about $197,021 at 4% or $131,348 at 6%; with 50% employer match about $131,348 at 4% or $87,565 at 6%; with 100% employer match about $98,511 at 4% or $65,674 at 6%.