David Mazzeo & Associates Inc.
Plan context: DAVID MAZZEO & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
EIN 16-1467552 • Skaneateles, NY • 12 filings • 5 plans
Current Snapshot
Latest Year
2009
2009 Participants
7
2009 Assets
$971,075
2009 Contributions
$945,473
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| DAVID MAZZEO & ASSOC 401 (K) PROFIT SHARING PLAN | - | - | - | - | - |
| 2006 | 2 | 7 | $971,075 | $945,473 | $135,068iApproximate average salary by contribution assumption: employee only about $3,376,689 at 4% or $2,251,126 at 6%; with 50% employer match about $2,251,126 at 4% or $1,500,751 at 6%; with 100% employer match about $1,688,345 at 4% or $1,125,563 at 6%. |
| DAVID MAZZEO & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 7 | $971,075 | $945,473 | $135,068iApproximate average salary by contribution assumption: employee only about $3,376,689 at 4% or $2,251,126 at 6%; with 50% employer match about $2,251,126 at 4% or $1,500,751 at 6%; with 100% employer match about $1,688,345 at 4% or $1,125,563 at 6%. |
| DAVID MAZZEO & ASSOCIATES INC. EMPLOYEES RETIREMENT PLAN AND TRUST | - | 0 | - | - | - |
| 2005 | 1 | 9 | $949,614 | $0 | - |
| DAVID MAZZEO & ASSOCIATES INC. EMPLOYEES RETIREMENT PLAN AND TRUST | - | 9 | $949,614 | - | - |
| 2004 | 1 | 6 | $908,012 | $174,213 | $29,036iApproximate average salary by contribution assumption: employee only about $725,888 at 4% or $483,925 at 6%; with 50% employer match about $483,925 at 4% or $322,617 at 6%; with 100% employer match about $362,944 at 4% or $241,963 at 6%. |
| DAVID MAZZEO & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN AND TRUST | - | 6 | $908,012 | $174,213 | $29,036iApproximate average salary by contribution assumption: employee only about $725,888 at 4% or $483,925 at 6%; with 50% employer match about $483,925 at 4% or $322,617 at 6%; with 100% employer match about $362,944 at 4% or $241,963 at 6%. |
| 2003 | 1 | 6 | $682,754 | $178,680 | $29,780iApproximate average salary by contribution assumption: employee only about $744,500 at 4% or $496,333 at 6%; with 50% employer match about $496,333 at 4% or $330,889 at 6%; with 100% employer match about $372,250 at 4% or $248,167 at 6%. |
| DAVID MAZZEO & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN AND TRUST | - | 6 | $682,754 | $178,680 | $29,780iApproximate average salary by contribution assumption: employee only about $744,500 at 4% or $496,333 at 6%; with 50% employer match about $496,333 at 4% or $330,889 at 6%; with 100% employer match about $372,250 at 4% or $248,167 at 6%. |
| 2002 | 2 | 8 | $485,921 | $170,593 | $21,324iApproximate average salary by contribution assumption: employee only about $533,103 at 4% or $355,402 at 6%; with 50% employer match about $355,402 at 4% or $236,935 at 6%; with 100% employer match about $266,552 at 4% or $177,701 at 6%. |
| DAVID MAZZEO & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN AND TRUST | - | 8 | $485,921 | $170,593 | $21,324iApproximate average salary by contribution assumption: employee only about $533,103 at 4% or $355,402 at 6%; with 50% employer match about $355,402 at 4% or $236,935 at 6%; with 100% employer match about $266,552 at 4% or $177,701 at 6%. |
| David Mazzeo & Associates Inc. Employees Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2001 | 1 | 9 | $0 | $0 | - |
| David Mazzeo & Associates Inc. Employees Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2000 | 2 | 8 | $0 | $0 | - |
| David Mazzeo & Associates Inc. Employees Profit Sharing Plan and Trust | - | 8 | - | - | - |
| DAVID MAZZEO & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN AND TRUST | - | 6 | - | - | - |
| 1999 | 1 | 7 | $72,627 | $30,803 | $4,400iApproximate average salary by contribution assumption: employee only about $110,011 at 4% or $73,340 at 6%; with 50% employer match about $73,340 at 4% or $48,894 at 6%; with 100% employer match about $55,005 at 4% or $36,670 at 6%. |
| David Mazzeo & Associates Inc. Employees Profit Sharing Plan and Trust | - | 7 | $72,627 | $30,803 | $4,400iApproximate average salary by contribution assumption: employee only about $110,011 at 4% or $73,340 at 6%; with 50% employer match about $73,340 at 4% or $48,894 at 6%; with 100% employer match about $55,005 at 4% or $36,670 at 6%. |