Civic Intelligence

Zerola & Associates PC

Plan context: Zerola Associates PC 401 K Profit Sharing Plan Trust

EIN 20-2406778 • Weston, MA • 14 filings • 4 plans

PO Box 635Weston, MA 02493
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$544,133

2022 Contributions

$16,333

Historical Graphs

Total Assets Over Time

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

$544,133$272,067$0200520162021YearValue
$544,133Latest year 2021

Participants Over Time

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

320200520152021YearValue
2Latest 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
202210$0$16,333-
Zerola Associates PC 401 K Profit Sharing Plan Trust-0$0$16,333-
202112$544,133$23,861$11,931iApproximate average salary by contribution assumption: employee only about $298,263 at 4% or $198,842 at 6%; with 50% employer match about $198,842 at 4% or $132,561 at 6%; with 100% employer match about $149,131 at 4% or $99,421 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$544,133$23,861$11,931iApproximate average salary by contribution assumption: employee only about $298,263 at 4% or $198,842 at 6%; with 50% employer match about $198,842 at 4% or $132,561 at 6%; with 100% employer match about $149,131 at 4% or $99,421 at 6%.
202012$469,740$19,769$9,885iApproximate average salary by contribution assumption: employee only about $247,113 at 4% or $164,742 at 6%; with 50% employer match about $164,742 at 4% or $109,828 at 6%; with 100% employer match about $123,556 at 4% or $82,371 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$469,740$19,769$9,885iApproximate average salary by contribution assumption: employee only about $247,113 at 4% or $164,742 at 6%; with 50% employer match about $164,742 at 4% or $109,828 at 6%; with 100% employer match about $123,556 at 4% or $82,371 at 6%.
201912$404,219$39,144$19,572iApproximate average salary by contribution assumption: employee only about $489,300 at 4% or $326,200 at 6%; with 50% employer match about $326,200 at 4% or $217,467 at 6%; with 100% employer match about $244,650 at 4% or $163,100 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$404,219$39,144$19,572iApproximate average salary by contribution assumption: employee only about $489,300 at 4% or $326,200 at 6%; with 50% employer match about $326,200 at 4% or $217,467 at 6%; with 100% employer match about $244,650 at 4% or $163,100 at 6%.
201812$294,567$20,160$10,080iApproximate average salary by contribution assumption: employee only about $252,000 at 4% or $168,000 at 6%; with 50% employer match about $168,000 at 4% or $112,000 at 6%; with 100% employer match about $126,000 at 4% or $84,000 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$294,567$20,160$10,080iApproximate average salary by contribution assumption: employee only about $252,000 at 4% or $168,000 at 6%; with 50% employer match about $168,000 at 4% or $112,000 at 6%; with 100% employer match about $126,000 at 4% or $84,000 at 6%.
201712$255,941$38,338$19,169iApproximate average salary by contribution assumption: employee only about $479,225 at 4% or $319,483 at 6%; with 50% employer match about $319,483 at 4% or $212,989 at 6%; with 100% employer match about $239,613 at 4% or $159,742 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$255,941$38,338$19,169iApproximate average salary by contribution assumption: employee only about $479,225 at 4% or $319,483 at 6%; with 50% employer match about $319,483 at 4% or $212,989 at 6%; with 100% employer match about $239,613 at 4% or $159,742 at 6%.
201612$167,307$34,560$17,280iApproximate average salary by contribution assumption: employee only about $432,000 at 4% or $288,000 at 6%; with 50% employer match about $288,000 at 4% or $192,000 at 6%; with 100% employer match about $216,000 at 4% or $144,000 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$167,307$34,560$17,280iApproximate average salary by contribution assumption: employee only about $432,000 at 4% or $288,000 at 6%; with 50% employer match about $288,000 at 4% or $192,000 at 6%; with 100% employer match about $216,000 at 4% or $144,000 at 6%.
201512$126,265$32,870$16,435iApproximate average salary by contribution assumption: employee only about $410,875 at 4% or $273,917 at 6%; with 50% employer match about $273,917 at 4% or $182,611 at 6%; with 100% employer match about $205,438 at 4% or $136,958 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$126,265$32,870$16,435iApproximate average salary by contribution assumption: employee only about $410,875 at 4% or $273,917 at 6%; with 50% employer match about $273,917 at 4% or $182,611 at 6%; with 100% employer match about $205,438 at 4% or $136,958 at 6%.
201412$91,654$34,048$17,024iApproximate average salary by contribution assumption: employee only about $425,600 at 4% or $283,733 at 6%; with 50% employer match about $283,733 at 4% or $189,156 at 6%; with 100% employer match about $212,800 at 4% or $141,867 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$91,654$34,048$17,024iApproximate average salary by contribution assumption: employee only about $425,600 at 4% or $283,733 at 6%; with 50% employer match about $283,733 at 4% or $189,156 at 6%; with 100% employer match about $212,800 at 4% or $141,867 at 6%.
201312$50,256$33,347$16,674iApproximate average salary by contribution assumption: employee only about $416,838 at 4% or $277,892 at 6%; with 50% employer match about $277,892 at 4% or $185,261 at 6%; with 100% employer match about $208,419 at 4% or $138,946 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$50,256$33,347$16,674iApproximate average salary by contribution assumption: employee only about $416,838 at 4% or $277,892 at 6%; with 50% employer match about $277,892 at 4% or $185,261 at 6%; with 100% employer match about $208,419 at 4% or $138,946 at 6%.
201212$11,144$10,920$5,460iApproximate average salary by contribution assumption: employee only about $136,500 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,667 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$11,144$10,920$5,460iApproximate average salary by contribution assumption: employee only about $136,500 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,667 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%.
200712$0$0-
Zerola Associates PC 401 K Profit Sharing Plan Trust-2---
200612$146,230$35,594$17,797iApproximate average salary by contribution assumption: employee only about $444,925 at 4% or $296,617 at 6%; with 50% employer match about $296,617 at 4% or $197,744 at 6%; with 100% employer match about $222,463 at 4% or $148,308 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-2$146,230$35,594$17,797iApproximate average salary by contribution assumption: employee only about $444,925 at 4% or $296,617 at 6%; with 50% employer match about $296,617 at 4% or $197,744 at 6%; with 100% employer match about $222,463 at 4% or $148,308 at 6%.
200513$95,761$91,834$30,611iApproximate average salary by contribution assumption: employee only about $765,283 at 4% or $510,189 at 6%; with 50% employer match about $510,189 at 4% or $340,126 at 6%; with 100% employer match about $382,642 at 4% or $255,094 at 6%.
Zerola Associates PC 401 K Profit Sharing Plan Trust-3$95,761$91,834$30,611iApproximate average salary by contribution assumption: employee only about $765,283 at 4% or $510,189 at 6%; with 50% employer match about $510,189 at 4% or $340,126 at 6%; with 100% employer match about $382,642 at 4% or $255,094 at 6%.