Civic Intelligence

Zm Financial Systems

Plan context: Zm Financial Systems 401(K) Profit Sharing Plan

EIN 20-0334819 • Cary, NC • 20 filings • 2 plans

1020 Southhill DriveSuite 200Cary, NC 27513
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$124,943

2025 Contributions

$573,486

Historical Graphs

Total Assets Over Time

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

$5,823,294$2,911,647$0200520162025YearValue
$124,943Latest year 2025

Participants Over Time

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

34170200520162025YearValue
4Latest year 2025

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
202514$124,943$0-
Zm Financial Systems 401(K) Profit Sharing Plan-4$124,943--
202414$115,892$0-
Zm Financial Systems 401(K) Profit Sharing Plan-4$115,892--
202314$108,822$0-
Zm Financial Systems 401(K) Profit Sharing Plan-4$108,822--
202214$101,129$0-
Zm Financial Systems 401(K) Profit Sharing Plan-4$101,129--
202114$121,153$0-
Zm Financial Systems 401(K) Profit Sharing Plan-4$121,153--
2020134$5,823,294$573,486$16,867iApproximate average salary by contribution assumption: employee only about $421,681 at 4% or $281,121 at 6%; with 50% employer match about $281,121 at 4% or $187,414 at 6%; with 100% employer match about $210,840 at 4% or $140,560 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-34$5,823,294$573,486$16,867iApproximate average salary by contribution assumption: employee only about $421,681 at 4% or $281,121 at 6%; with 50% employer match about $281,121 at 4% or $187,414 at 6%; with 100% employer match about $210,840 at 4% or $140,560 at 6%.
2019129$4,524,608$517,015$17,828iApproximate average salary by contribution assumption: employee only about $445,703 at 4% or $297,135 at 6%; with 50% employer match about $297,135 at 4% or $198,090 at 6%; with 100% employer match about $222,851 at 4% or $148,568 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-29$4,524,608$517,015$17,828iApproximate average salary by contribution assumption: employee only about $445,703 at 4% or $297,135 at 6%; with 50% employer match about $297,135 at 4% or $198,090 at 6%; with 100% employer match about $222,851 at 4% or $148,568 at 6%.
2018127$3,404,764$484,339$17,938iApproximate average salary by contribution assumption: employee only about $448,462 at 4% or $298,975 at 6%; with 50% employer match about $298,975 at 4% or $199,316 at 6%; with 100% employer match about $224,231 at 4% or $149,487 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-27$3,404,764$484,339$17,938iApproximate average salary by contribution assumption: employee only about $448,462 at 4% or $298,975 at 6%; with 50% employer match about $298,975 at 4% or $199,316 at 6%; with 100% employer match about $224,231 at 4% or $149,487 at 6%.
2017120$3,300,537$324,728$16,236iApproximate average salary by contribution assumption: employee only about $405,910 at 4% or $270,607 at 6%; with 50% employer match about $270,607 at 4% or $180,404 at 6%; with 100% employer match about $202,955 at 4% or $135,303 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-20$3,300,537$324,728$16,236iApproximate average salary by contribution assumption: employee only about $405,910 at 4% or $270,607 at 6%; with 50% employer match about $270,607 at 4% or $180,404 at 6%; with 100% employer match about $202,955 at 4% or $135,303 at 6%.
2016121$2,603,839$322,101$15,338iApproximate average salary by contribution assumption: employee only about $383,454 at 4% or $255,636 at 6%; with 50% employer match about $255,636 at 4% or $170,424 at 6%; with 100% employer match about $191,727 at 4% or $127,818 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-21$2,603,839$322,101$15,338iApproximate average salary by contribution assumption: employee only about $383,454 at 4% or $255,636 at 6%; with 50% employer match about $255,636 at 4% or $170,424 at 6%; with 100% employer match about $191,727 at 4% or $127,818 at 6%.
2015120$2,168,624$279,436$13,972iApproximate average salary by contribution assumption: employee only about $349,295 at 4% or $232,863 at 6%; with 50% employer match about $232,863 at 4% or $155,242 at 6%; with 100% employer match about $174,648 at 4% or $116,432 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-20$2,168,624$279,436$13,972iApproximate average salary by contribution assumption: employee only about $349,295 at 4% or $232,863 at 6%; with 50% employer match about $232,863 at 4% or $155,242 at 6%; with 100% employer match about $174,648 at 4% or $116,432 at 6%.
2014119$1,942,709$266,971$14,051iApproximate average salary by contribution assumption: employee only about $351,278 at 4% or $234,185 at 6%; with 50% employer match about $234,185 at 4% or $156,123 at 6%; with 100% employer match about $175,639 at 4% or $117,093 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-19$1,942,709$266,971$14,051iApproximate average salary by contribution assumption: employee only about $351,278 at 4% or $234,185 at 6%; with 50% employer match about $234,185 at 4% or $156,123 at 6%; with 100% employer match about $175,639 at 4% or $117,093 at 6%.
2013114$1,541,947$215,442$15,389iApproximate average salary by contribution assumption: employee only about $384,718 at 4% or $256,479 at 6%; with 50% employer match about $256,479 at 4% or $170,986 at 6%; with 100% employer match about $192,359 at 4% or $128,239 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-14$1,541,947$215,442$15,389iApproximate average salary by contribution assumption: employee only about $384,718 at 4% or $256,479 at 6%; with 50% employer match about $256,479 at 4% or $170,986 at 6%; with 100% employer match about $192,359 at 4% or $128,239 at 6%.
2012113$1,202,638$197,009$15,155iApproximate average salary by contribution assumption: employee only about $378,863 at 4% or $252,576 at 6%; with 50% employer match about $252,576 at 4% or $168,384 at 6%; with 100% employer match about $189,432 at 4% or $126,288 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-13$1,202,638$197,009$15,155iApproximate average salary by contribution assumption: employee only about $378,863 at 4% or $252,576 at 6%; with 50% employer match about $252,576 at 4% or $168,384 at 6%; with 100% employer match about $189,432 at 4% or $126,288 at 6%.
2011115$1,050,496$219,448$14,630iApproximate average salary by contribution assumption: employee only about $365,747 at 4% or $243,831 at 6%; with 50% employer match about $243,831 at 4% or $162,554 at 6%; with 100% employer match about $182,873 at 4% or $121,916 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-15$1,050,496$219,448$14,630iApproximate average salary by contribution assumption: employee only about $365,747 at 4% or $243,831 at 6%; with 50% employer match about $243,831 at 4% or $162,554 at 6%; with 100% employer match about $182,873 at 4% or $121,916 at 6%.
2010112$824,504$150,933$12,578iApproximate average salary by contribution assumption: employee only about $314,444 at 4% or $209,629 at 6%; with 50% employer match about $209,629 at 4% or $139,753 at 6%; with 100% employer match about $157,222 at 4% or $104,815 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-12$824,504$150,933$12,578iApproximate average salary by contribution assumption: employee only about $314,444 at 4% or $209,629 at 6%; with 50% employer match about $209,629 at 4% or $139,753 at 6%; with 100% employer match about $157,222 at 4% or $104,815 at 6%.
2009111$617,842$164,133$14,921iApproximate average salary by contribution assumption: employee only about $373,030 at 4% or $248,686 at 6%; with 50% employer match about $248,686 at 4% or $165,791 at 6%; with 100% employer match about $186,515 at 4% or $124,343 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-11$617,842$164,133$14,921iApproximate average salary by contribution assumption: employee only about $373,030 at 4% or $248,686 at 6%; with 50% employer match about $248,686 at 4% or $165,791 at 6%; with 100% employer match about $186,515 at 4% or $124,343 at 6%.
2008110$379,777$151,379$15,138iApproximate average salary by contribution assumption: employee only about $378,448 at 4% or $252,298 at 6%; with 50% employer match about $252,298 at 4% or $168,199 at 6%; with 100% employer match about $189,224 at 4% or $126,149 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-10$379,777$151,379$15,138iApproximate average salary by contribution assumption: employee only about $378,448 at 4% or $252,298 at 6%; with 50% employer match about $252,298 at 4% or $168,199 at 6%; with 100% employer match about $189,224 at 4% or $126,149 at 6%.
200616$281,280$64,678$10,780iApproximate average salary by contribution assumption: employee only about $269,492 at 4% or $179,661 at 6%; with 50% employer match about $179,661 at 4% or $119,774 at 6%; with 100% employer match about $134,746 at 4% or $89,831 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-6$281,280$64,678$10,780iApproximate average salary by contribution assumption: employee only about $269,492 at 4% or $179,661 at 6%; with 50% employer match about $179,661 at 4% or $119,774 at 6%; with 100% employer match about $134,746 at 4% or $89,831 at 6%.
200515$182,989$181,053$36,211iApproximate average salary by contribution assumption: employee only about $905,265 at 4% or $603,510 at 6%; with 50% employer match about $603,510 at 4% or $402,340 at 6%; with 100% employer match about $452,633 at 4% or $301,755 at 6%.
Zm Financial Systems 401(K) Profit Sharing Plan-5$182,989$181,053$36,211iApproximate average salary by contribution assumption: employee only about $905,265 at 4% or $603,510 at 6%; with 50% employer match about $603,510 at 4% or $402,340 at 6%; with 100% employer match about $452,633 at 4% or $301,755 at 6%.