Civic Intelligence

Bruce M Zgoda

Plan context: Bruce M Zgoda Self-Employed Retirement Plan

EIN 16-6208695 • Clarence, NY • 25 filings • 6 plans

4848 Smiley TerraceClarence, NY 14031-1516
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$5,795,141

2016 Contributions

$810,808

Historical Graphs

Total Assets Over Time

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

$5,795,141$2,897,571$0199920082015YearValue
$5,795,141Latest year 2015

Participants Over Time

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

420199920072015YearValue
4Latest year 2015

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
201610$0$0-
Bruce M Zgoda Self-Employed Retirement Plan-0---
201524$5,795,141$810,808$202,702iApproximate average salary by contribution assumption: employee only about $5,067,550 at 4% or $3,378,367 at 6%; with 50% employer match about $3,378,367 at 4% or $2,252,244 at 6%; with 100% employer match about $2,533,775 at 4% or $1,689,183 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-4$3,300,764$739,387$184,847iApproximate average salary by contribution assumption: employee only about $4,621,169 at 4% or $3,080,779 at 6%; with 50% employer match about $3,080,779 at 4% or $2,053,853 at 6%; with 100% employer match about $2,310,584 at 4% or $1,540,390 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$2,494,377$71,421$17,855iApproximate average salary by contribution assumption: employee only about $446,381 at 4% or $297,588 at 6%; with 50% employer match about $297,588 at 4% or $198,392 at 6%; with 100% employer match about $223,191 at 4% or $148,794 at 6%.
201424$5,340,148$521,840$130,460iApproximate average salary by contribution assumption: employee only about $3,261,500 at 4% or $2,174,333 at 6%; with 50% employer match about $2,174,333 at 4% or $1,449,556 at 6%; with 100% employer match about $1,630,750 at 4% or $1,087,167 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-4$2,734,589$440,441$110,110iApproximate average salary by contribution assumption: employee only about $2,752,756 at 4% or $1,835,171 at 6%; with 50% employer match about $1,835,171 at 4% or $1,223,447 at 6%; with 100% employer match about $1,376,378 at 4% or $917,585 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$2,605,559$81,399$20,350iApproximate average salary by contribution assumption: employee only about $508,744 at 4% or $339,163 at 6%; with 50% employer match about $339,163 at 4% or $226,108 at 6%; with 100% employer match about $254,372 at 4% or $169,581 at 6%.
201324$4,905,620$538,758$134,690iApproximate average salary by contribution assumption: employee only about $3,367,238 at 4% or $2,244,825 at 6%; with 50% employer match about $2,244,825 at 4% or $1,496,550 at 6%; with 100% employer match about $1,683,619 at 4% or $1,122,413 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$2,569,689$79,794$19,949iApproximate average salary by contribution assumption: employee only about $498,713 at 4% or $332,475 at 6%; with 50% employer match about $332,475 at 4% or $221,650 at 6%; with 100% employer match about $249,356 at 4% or $166,238 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-4$2,335,931$458,964$114,741iApproximate average salary by contribution assumption: employee only about $2,868,525 at 4% or $1,912,350 at 6%; with 50% employer match about $1,912,350 at 4% or $1,274,900 at 6%; with 100% employer match about $1,434,263 at 4% or $956,175 at 6%.
201224$3,952,269$413,559$103,390iApproximate average salary by contribution assumption: employee only about $2,584,744 at 4% or $1,723,163 at 6%; with 50% employer match about $1,723,163 at 4% or $1,148,775 at 6%; with 100% employer match about $1,292,372 at 4% or $861,581 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$2,254,978$75,114$18,779iApproximate average salary by contribution assumption: employee only about $469,463 at 4% or $312,975 at 6%; with 50% employer match about $312,975 at 4% or $208,650 at 6%; with 100% employer match about $234,731 at 4% or $156,488 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-4$1,697,291$338,445$84,611iApproximate average salary by contribution assumption: employee only about $2,115,281 at 4% or $1,410,188 at 6%; with 50% employer match about $1,410,188 at 4% or $940,125 at 6%; with 100% employer match about $1,057,641 at 4% or $705,094 at 6%.
201124$3,406,246$464,829$116,207iApproximate average salary by contribution assumption: employee only about $2,905,181 at 4% or $1,936,788 at 6%; with 50% employer match about $1,936,788 at 4% or $1,291,192 at 6%; with 100% employer match about $1,452,591 at 4% or $968,394 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$2,095,711$73,511$18,378iApproximate average salary by contribution assumption: employee only about $459,444 at 4% or $306,296 at 6%; with 50% employer match about $306,296 at 4% or $204,197 at 6%; with 100% employer match about $229,722 at 4% or $153,148 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-4$1,310,535$391,318$97,830iApproximate average salary by contribution assumption: employee only about $2,445,738 at 4% or $1,630,492 at 6%; with 50% employer match about $1,630,492 at 4% or $1,086,994 at 6%; with 100% employer match about $1,222,869 at 4% or $815,246 at 6%.
201024$2,919,726$369,151$92,288iApproximate average salary by contribution assumption: employee only about $2,307,194 at 4% or $1,538,129 at 6%; with 50% employer match about $1,538,129 at 4% or $1,025,419 at 6%; with 100% employer match about $1,153,597 at 4% or $769,065 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$1,998,419$71,933$17,983iApproximate average salary by contribution assumption: employee only about $449,581 at 4% or $299,721 at 6%; with 50% employer match about $299,721 at 4% or $199,814 at 6%; with 100% employer match about $224,791 at 4% or $149,860 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-4$921,307$297,218$74,305iApproximate average salary by contribution assumption: employee only about $1,857,613 at 4% or $1,238,408 at 6%; with 50% employer match about $1,238,408 at 4% or $825,606 at 6%; with 100% employer match about $928,806 at 4% or $619,204 at 6%.
200924$2,310,120$358,791$89,698iApproximate average salary by contribution assumption: employee only about $2,242,444 at 4% or $1,494,963 at 6%; with 50% employer match about $1,494,963 at 4% or $996,642 at 6%; with 100% employer match about $1,121,222 at 4% or $747,481 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$1,752,185$71,389$17,847iApproximate average salary by contribution assumption: employee only about $446,181 at 4% or $297,454 at 6%; with 50% employer match about $297,454 at 4% or $198,303 at 6%; with 100% employer match about $223,091 at 4% or $148,727 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-4$557,935$287,402$71,851iApproximate average salary by contribution assumption: employee only about $1,796,263 at 4% or $1,197,508 at 6%; with 50% employer match about $1,197,508 at 4% or $798,339 at 6%; with 100% employer match about $898,131 at 4% or $598,754 at 6%.
200814$1,522,756$45,267$11,317iApproximate average salary by contribution assumption: employee only about $282,919 at 4% or $188,613 at 6%; with 50% employer match about $188,613 at 4% or $125,742 at 6%; with 100% employer match about $141,459 at 4% or $94,306 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$1,522,756$45,267$11,317iApproximate average salary by contribution assumption: employee only about $282,919 at 4% or $188,613 at 6%; with 50% employer match about $188,613 at 4% or $125,742 at 6%; with 100% employer match about $141,459 at 4% or $94,306 at 6%.
200714$1,917,511$74,821$18,705iApproximate average salary by contribution assumption: employee only about $467,631 at 4% or $311,754 at 6%; with 50% employer match about $311,754 at 4% or $207,836 at 6%; with 100% employer match about $233,816 at 4% or $155,877 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$1,917,511$74,821$18,705iApproximate average salary by contribution assumption: employee only about $467,631 at 4% or $311,754 at 6%; with 50% employer match about $311,754 at 4% or $207,836 at 6%; with 100% employer match about $233,816 at 4% or $155,877 at 6%.
200614$1,865,891$70,727$17,682iApproximate average salary by contribution assumption: employee only about $442,044 at 4% or $294,696 at 6%; with 50% employer match about $294,696 at 4% or $196,464 at 6%; with 100% employer match about $221,022 at 4% or $147,348 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$1,865,891$70,727$17,682iApproximate average salary by contribution assumption: employee only about $442,044 at 4% or $294,696 at 6%; with 50% employer match about $294,696 at 4% or $196,464 at 6%; with 100% employer match about $221,022 at 4% or $147,348 at 6%.
200513$1,597,046$55,400$18,467iApproximate average salary by contribution assumption: employee only about $461,667 at 4% or $307,778 at 6%; with 50% employer match about $307,778 at 4% or $205,185 at 6%; with 100% employer match about $230,833 at 4% or $153,889 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-3$1,597,046$55,400$18,467iApproximate average salary by contribution assumption: employee only about $461,667 at 4% or $307,778 at 6%; with 50% employer match about $307,778 at 4% or $205,185 at 6%; with 100% employer match about $230,833 at 4% or $153,889 at 6%.
200413$1,584,796$54,519$18,173iApproximate average salary by contribution assumption: employee only about $454,325 at 4% or $302,883 at 6%; with 50% employer match about $302,883 at 4% or $201,922 at 6%; with 100% employer match about $227,163 at 4% or $151,442 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-3$1,584,796$54,519$18,173iApproximate average salary by contribution assumption: employee only about $454,325 at 4% or $302,883 at 6%; with 50% employer match about $302,883 at 4% or $201,922 at 6%; with 100% employer match about $227,163 at 4% or $151,442 at 6%.
200314$1,436,520$56,609$14,152iApproximate average salary by contribution assumption: employee only about $353,806 at 4% or $235,871 at 6%; with 50% employer match about $235,871 at 4% or $157,247 at 6%; with 100% employer match about $176,903 at 4% or $117,935 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$1,436,520$56,609$14,152iApproximate average salary by contribution assumption: employee only about $353,806 at 4% or $235,871 at 6%; with 50% employer match about $235,871 at 4% or $157,247 at 6%; with 100% employer match about $176,903 at 4% or $117,935 at 6%.
200214$1,256,873$54,362$13,591iApproximate average salary by contribution assumption: employee only about $339,763 at 4% or $226,508 at 6%; with 50% employer match about $226,508 at 4% or $151,006 at 6%; with 100% employer match about $169,881 at 4% or $113,254 at 6%.
Bruce M. Zgoda Self-Employed Retirement Plan-4$1,256,873$54,362$13,591iApproximate average salary by contribution assumption: employee only about $339,763 at 4% or $226,508 at 6%; with 50% employer match about $226,508 at 4% or $151,006 at 6%; with 100% employer match about $169,881 at 4% or $113,254 at 6%.
200113$0$0-
Bruce M. Zgoda Self-Employed Retirement Plan-3---
200013$1,364,400$40,800$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-3$1,364,400$40,800$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
199913$1,382,011$41,343$13,781iApproximate average salary by contribution assumption: employee only about $344,525 at 4% or $229,683 at 6%; with 50% employer match about $229,683 at 4% or $153,122 at 6%; with 100% employer match about $172,263 at 4% or $114,842 at 6%.
Bruce M Zgoda Self-Employed Retirement Plan-3$1,382,011$41,343$13,781iApproximate average salary by contribution assumption: employee only about $344,525 at 4% or $229,683 at 6%; with 50% employer match about $229,683 at 4% or $153,122 at 6%; with 100% employer match about $172,263 at 4% or $114,842 at 6%.