Civic Intelligence

Zimmerman Wealth Management LLC

Plan context: Zimmerman Wealth Management LLC 401(K) Plan

EIN 20-0040494 • Evanston, IL • 38 filings • 5 plans

500 Davis Street, Suite 1005Evanston, IL 60201
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,445,993

2024 Contributions

$225,554

Historical Graphs

Total Assets Over Time

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

$4,274,013$2,137,007$0200520162024YearValue
$3,445,993Latest year 2024

Participants Over Time

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

840200420142024YearValue
7Latest year 2024

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
202427$3,445,993$225,554$32,222iApproximate average salary by contribution assumption: employee only about $805,550 at 4% or $537,033 at 6%; with 50% employer match about $537,033 at 4% or $358,022 at 6%; with 100% employer match about $402,775 at 4% or $268,517 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-7$3,445,993$225,554$32,222iApproximate average salary by contribution assumption: employee only about $805,550 at 4% or $537,033 at 6%; with 50% employer match about $537,033 at 4% or $358,022 at 6%; with 100% employer match about $402,775 at 4% or $268,517 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-0$0$0-
202327$4,274,013$272,497$38,928iApproximate average salary by contribution assumption: employee only about $973,204 at 4% or $648,802 at 6%; with 50% employer match about $648,802 at 4% or $432,535 at 6%; with 100% employer match about $486,602 at 4% or $324,401 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-7$2,873,157$247,497$35,357iApproximate average salary by contribution assumption: employee only about $883,918 at 4% or $589,279 at 6%; with 50% employer match about $589,279 at 4% or $392,852 at 6%; with 100% employer match about $441,959 at 4% or $294,639 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-7$1,400,856$25,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
202228$3,630,414$290,961$36,370iApproximate average salary by contribution assumption: employee only about $909,253 at 4% or $606,169 at 6%; with 50% employer match about $606,169 at 4% or $404,113 at 6%; with 100% employer match about $454,627 at 4% or $303,084 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-8$2,321,908$182,865$22,858iApproximate average salary by contribution assumption: employee only about $571,453 at 4% or $380,969 at 6%; with 50% employer match about $380,969 at 4% or $253,979 at 6%; with 100% employer match about $285,727 at 4% or $190,484 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-6$1,308,506$108,096$18,016iApproximate average salary by contribution assumption: employee only about $450,400 at 4% or $300,267 at 6%; with 50% employer match about $300,267 at 4% or $200,178 at 6%; with 100% employer match about $225,200 at 4% or $150,133 at 6%.
202127$3,695,401$244,309$34,901iApproximate average salary by contribution assumption: employee only about $872,532 at 4% or $581,688 at 6%; with 50% employer match about $581,688 at 4% or $387,792 at 6%; with 100% employer match about $436,266 at 4% or $290,844 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-7$2,438,148$143,236$20,462iApproximate average salary by contribution assumption: employee only about $511,557 at 4% or $341,038 at 6%; with 50% employer match about $341,038 at 4% or $227,359 at 6%; with 100% employer match about $255,779 at 4% or $170,519 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-5$1,257,253$101,073$20,215iApproximate average salary by contribution assumption: employee only about $505,365 at 4% or $336,910 at 6%; with 50% employer match about $336,910 at 4% or $224,607 at 6%; with 100% employer match about $252,682 at 4% or $168,455 at 6%.
202026$3,172,041$222,232$37,039iApproximate average salary by contribution assumption: employee only about $925,967 at 4% or $617,311 at 6%; with 50% employer match about $617,311 at 4% or $411,541 at 6%; with 100% employer match about $462,983 at 4% or $308,656 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-6$2,069,522$137,552$22,925iApproximate average salary by contribution assumption: employee only about $573,133 at 4% or $382,089 at 6%; with 50% employer match about $382,089 at 4% or $254,726 at 6%; with 100% employer match about $286,567 at 4% or $191,044 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-5$1,102,519$84,680$16,936iApproximate average salary by contribution assumption: employee only about $423,400 at 4% or $282,267 at 6%; with 50% employer match about $282,267 at 4% or $188,178 at 6%; with 100% employer match about $211,700 at 4% or $141,133 at 6%.
201925$2,757,060$192,421$38,484iApproximate average salary by contribution assumption: employee only about $962,105 at 4% or $641,403 at 6%; with 50% employer match about $641,403 at 4% or $427,602 at 6%; with 100% employer match about $481,052 at 4% or $320,702 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-5$1,775,558$133,161$26,632iApproximate average salary by contribution assumption: employee only about $665,805 at 4% or $443,870 at 6%; with 50% employer match about $443,870 at 4% or $295,913 at 6%; with 100% employer match about $332,903 at 4% or $221,935 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-5$981,502$59,260$11,852iApproximate average salary by contribution assumption: employee only about $296,300 at 4% or $197,533 at 6%; with 50% employer match about $197,533 at 4% or $131,689 at 6%; with 100% employer match about $148,150 at 4% or $98,767 at 6%.
201825$2,331,473$267,908$53,582iApproximate average salary by contribution assumption: employee only about $1,339,540 at 4% or $893,027 at 6%; with 50% employer match about $893,027 at 4% or $595,351 at 6%; with 100% employer match about $669,770 at 4% or $446,513 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-5$1,474,797$115,266$23,053iApproximate average salary by contribution assumption: employee only about $576,330 at 4% or $384,220 at 6%; with 50% employer match about $384,220 at 4% or $256,147 at 6%; with 100% employer match about $288,165 at 4% or $192,110 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$856,676$152,642$50,881iApproximate average salary by contribution assumption: employee only about $1,272,017 at 4% or $848,011 at 6%; with 50% employer match about $848,011 at 4% or $565,341 at 6%; with 100% employer match about $636,008 at 4% or $424,006 at 6%.
201724$2,179,505$161,416$40,354iApproximate average salary by contribution assumption: employee only about $1,008,850 at 4% or $672,567 at 6%; with 50% employer match about $672,567 at 4% or $448,378 at 6%; with 100% employer match about $504,425 at 4% or $336,283 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-4$1,435,612$103,992$25,998iApproximate average salary by contribution assumption: employee only about $649,950 at 4% or $433,300 at 6%; with 50% employer match about $433,300 at 4% or $288,867 at 6%; with 100% employer match about $324,975 at 4% or $216,650 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$743,893$57,424$19,141iApproximate average salary by contribution assumption: employee only about $478,533 at 4% or $319,022 at 6%; with 50% employer match about $319,022 at 4% or $212,681 at 6%; with 100% employer match about $239,267 at 4% or $159,511 at 6%.
201623$1,818,673$171,256$57,085iApproximate average salary by contribution assumption: employee only about $1,427,133 at 4% or $951,422 at 6%; with 50% employer match about $951,422 at 4% or $634,281 at 6%; with 100% employer match about $713,567 at 4% or $475,711 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$1,167,014$103,982$34,661iApproximate average salary by contribution assumption: employee only about $866,517 at 4% or $577,678 at 6%; with 50% employer match about $577,678 at 4% or $385,119 at 6%; with 100% employer match about $433,258 at 4% or $288,839 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$651,659$67,274$22,425iApproximate average salary by contribution assumption: employee only about $560,617 at 4% or $373,744 at 6%; with 50% employer match about $373,744 at 4% or $249,163 at 6%; with 100% employer match about $280,308 at 4% or $186,872 at 6%.
201523$1,464,028$213,506$71,169iApproximate average salary by contribution assumption: employee only about $1,779,217 at 4% or $1,186,144 at 6%; with 50% employer match about $1,186,144 at 4% or $790,763 at 6%; with 100% employer match about $889,608 at 4% or $593,072 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$925,284$99,797$33,266iApproximate average salary by contribution assumption: employee only about $831,642 at 4% or $554,428 at 6%; with 50% employer match about $554,428 at 4% or $369,619 at 6%; with 100% employer match about $415,821 at 4% or $277,214 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$538,744$113,709$37,903iApproximate average salary by contribution assumption: employee only about $947,575 at 4% or $631,717 at 6%; with 50% employer match about $631,717 at 4% or $421,144 at 6%; with 100% employer match about $473,788 at 4% or $315,858 at 6%.
201423$1,256,396$150,676$50,225iApproximate average salary by contribution assumption: employee only about $1,255,633 at 4% or $837,089 at 6%; with 50% employer match about $837,089 at 4% or $558,059 at 6%; with 100% employer match about $627,817 at 4% or $418,544 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$811,799$89,200$29,733iApproximate average salary by contribution assumption: employee only about $743,333 at 4% or $495,556 at 6%; with 50% employer match about $495,556 at 4% or $330,370 at 6%; with 100% employer match about $371,667 at 4% or $247,778 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-2$444,597$61,476$30,738iApproximate average salary by contribution assumption: employee only about $768,450 at 4% or $512,300 at 6%; with 50% employer match about $512,300 at 4% or $341,533 at 6%; with 100% employer match about $384,225 at 4% or $256,150 at 6%.
201333$1,412,878$229,665$76,555iApproximate average salary by contribution assumption: employee only about $1,913,875 at 4% or $1,275,917 at 6%; with 50% employer match about $1,275,917 at 4% or $850,611 at 6%; with 100% employer match about $956,938 at 4% or $637,958 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$670,274$90,549$30,183iApproximate average salary by contribution assumption: employee only about $754,575 at 4% or $503,050 at 6%; with 50% employer match about $503,050 at 4% or $335,367 at 6%; with 100% employer match about $377,288 at 4% or $251,525 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$371,302$69,558$23,186iApproximate average salary by contribution assumption: employee only about $579,650 at 4% or $386,433 at 6%; with 50% employer match about $386,433 at 4% or $257,622 at 6%; with 100% employer match about $289,825 at 4% or $193,217 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$371,302$69,558$23,186iApproximate average salary by contribution assumption: employee only about $579,650 at 4% or $386,433 at 6%; with 50% employer match about $386,433 at 4% or $257,622 at 6%; with 100% employer match about $289,825 at 4% or $193,217 at 6%.
201223$792,454$157,292$52,431iApproximate average salary by contribution assumption: employee only about $1,310,767 at 4% or $873,844 at 6%; with 50% employer match about $873,844 at 4% or $582,563 at 6%; with 100% employer match about $655,383 at 4% or $436,922 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$510,803$90,974$30,325iApproximate average salary by contribution assumption: employee only about $758,117 at 4% or $505,411 at 6%; with 50% employer match about $505,411 at 4% or $336,941 at 6%; with 100% employer match about $379,058 at 4% or $252,706 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$281,651$66,318$22,106iApproximate average salary by contribution assumption: employee only about $552,650 at 4% or $368,433 at 6%; with 50% employer match about $368,433 at 4% or $245,622 at 6%; with 100% employer match about $276,325 at 4% or $184,217 at 6%.
201123$574,568$141,398$47,133iApproximate average salary by contribution assumption: employee only about $1,178,317 at 4% or $785,544 at 6%; with 50% employer match about $785,544 at 4% or $523,696 at 6%; with 100% employer match about $589,158 at 4% or $392,772 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$368,405$66,398$22,133iApproximate average salary by contribution assumption: employee only about $553,317 at 4% or $368,878 at 6%; with 50% employer match about $368,878 at 4% or $245,919 at 6%; with 100% employer match about $276,658 at 4% or $184,439 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$206,163$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201023$445,265$137,515$45,838iApproximate average salary by contribution assumption: employee only about $1,145,958 at 4% or $763,972 at 6%; with 50% employer match about $763,972 at 4% or $509,315 at 6%; with 100% employer match about $572,979 at 4% or $381,986 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$313,978$66,262$22,087iApproximate average salary by contribution assumption: employee only about $552,183 at 4% or $368,122 at 6%; with 50% employer match about $368,122 at 4% or $245,415 at 6%; with 100% employer match about $276,092 at 4% or $184,061 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$131,287$71,253$23,751iApproximate average salary by contribution assumption: employee only about $593,775 at 4% or $395,850 at 6%; with 50% employer match about $395,850 at 4% or $263,900 at 6%; with 100% employer match about $296,888 at 4% or $197,925 at 6%.
200923$266,941$114,973$38,324iApproximate average salary by contribution assumption: employee only about $958,108 at 4% or $638,739 at 6%; with 50% employer match about $638,739 at 4% or $425,826 at 6%; with 100% employer match about $479,054 at 4% or $319,369 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$208,675$56,707$18,902iApproximate average salary by contribution assumption: employee only about $472,558 at 4% or $315,039 at 6%; with 50% employer match about $315,039 at 4% or $210,026 at 6%; with 100% employer match about $236,279 at 4% or $157,519 at 6%.
Zimmerman Wealth Magagement LLC Cash Balance Plan-3$58,266$58,266$19,422iApproximate average salary by contribution assumption: employee only about $485,550 at 4% or $323,700 at 6%; with 50% employer match about $323,700 at 4% or $215,800 at 6%; with 100% employer match about $242,775 at 4% or $161,850 at 6%.
200813$0$0-
Zimmerman Wealth Management LLC 401(K) Plan-3---
200712$0$0-
Zimmerman Wealth Management LLC 401(K) Plan-2---
200613$100,705$50,085$16,695iApproximate average salary by contribution assumption: employee only about $417,375 at 4% or $278,250 at 6%; with 50% employer match about $278,250 at 4% or $185,500 at 6%; with 100% employer match about $208,688 at 4% or $139,125 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-3$100,705$50,085$16,695iApproximate average salary by contribution assumption: employee only about $417,375 at 4% or $278,250 at 6%; with 50% employer match about $278,250 at 4% or $185,500 at 6%; with 100% employer match about $208,688 at 4% or $139,125 at 6%.
200512$46,382$23,605$11,803iApproximate average salary by contribution assumption: employee only about $295,063 at 4% or $196,708 at 6%; with 50% employer match about $196,708 at 4% or $131,139 at 6%; with 100% employer match about $147,531 at 4% or $98,354 at 6%.
Zimmerman Wealth Management LLC 401(K) Plan-2$46,382$23,605$11,803iApproximate average salary by contribution assumption: employee only about $295,063 at 4% or $196,708 at 6%; with 50% employer match about $196,708 at 4% or $131,139 at 6%; with 100% employer match about $147,531 at 4% or $98,354 at 6%.
200412$0$0-
Zimmerman Wealth Management LLC 401(K) Plan-2---