Civic Intelligence

Lucia Zamorano, M.D. PLC

Plan context: Lucia Zamorano, M.D. PLC 401(K) Plan and Trust

EIN 20-3080304 • Birmingham, MI • 23 filings • 2 plans

2004 HazelBirmingham, MI 48009
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$1,097,206

2022 Contributions

$375,722

Historical Graphs

Total Assets Over Time

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

$3,728,644$1,864,322$0201120162021YearValue
$1,097,206Latest year 2021

Participants Over Time

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

1580201120162021YearValue
7Latest 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$0-
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-0$0--
202127$1,097,206$375,722$53,675iApproximate average salary by contribution assumption: employee only about $1,341,864 at 4% or $894,576 at 6%; with 50% employer match about $894,576 at 4% or $596,384 at 6%; with 100% employer match about $670,932 at 4% or $447,288 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-7$1,097,206$375,722$53,675iApproximate average salary by contribution assumption: employee only about $1,341,864 at 4% or $894,576 at 6%; with 50% employer match about $894,576 at 4% or $596,384 at 6%; with 100% employer match about $670,932 at 4% or $447,288 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-0$0--
2020213$3,609,203$9,257$712iApproximate average salary by contribution assumption: employee only about $17,802 at 4% or $11,868 at 6%; with 50% employer match about $11,868 at 4% or $7,912 at 6%; with 100% employer match about $8,901 at 4% or $5,934 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-12$2,853,554--
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-13$755,649$9,257$712iApproximate average salary by contribution assumption: employee only about $17,802 at 4% or $11,868 at 6%; with 50% employer match about $11,868 at 4% or $7,912 at 6%; with 100% employer match about $8,901 at 4% or $5,934 at 6%.
2019214$3,728,644$32,387$2,313iApproximate average salary by contribution assumption: employee only about $57,834 at 4% or $38,556 at 6%; with 50% employer match about $38,556 at 4% or $25,704 at 6%; with 100% employer match about $28,917 at 4% or $19,278 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-13$2,818,539--
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-14$910,105$32,387$2,313iApproximate average salary by contribution assumption: employee only about $57,834 at 4% or $38,556 at 6%; with 50% employer match about $38,556 at 4% or $25,704 at 6%; with 100% employer match about $28,917 at 4% or $19,278 at 6%.
2018215$2,772,744$309,678$20,645iApproximate average salary by contribution assumption: employee only about $516,130 at 4% or $344,087 at 6%; with 50% employer match about $344,087 at 4% or $229,391 at 6%; with 100% employer match about $258,065 at 4% or $172,043 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-13$2,039,420$220,000$16,923iApproximate average salary by contribution assumption: employee only about $423,077 at 4% or $282,051 at 6%; with 50% employer match about $282,051 at 4% or $188,034 at 6%; with 100% employer match about $211,538 at 4% or $141,026 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-15$733,324$89,678$5,979iApproximate average salary by contribution assumption: employee only about $149,463 at 4% or $99,642 at 6%; with 50% employer match about $99,642 at 4% or $66,428 at 6%; with 100% employer match about $74,732 at 4% or $49,821 at 6%.
2017213$2,931,852$307,543$23,657iApproximate average salary by contribution assumption: employee only about $591,429 at 4% or $394,286 at 6%; with 50% employer match about $394,286 at 4% or $262,857 at 6%; with 100% employer match about $295,714 at 4% or $197,143 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-11$2,176,111$218,500$19,864iApproximate average salary by contribution assumption: employee only about $496,591 at 4% or $331,061 at 6%; with 50% employer match about $331,061 at 4% or $220,707 at 6%; with 100% employer match about $248,295 at 4% or $165,530 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-13$755,741$89,043$6,849iApproximate average salary by contribution assumption: employee only about $171,237 at 4% or $114,158 at 6%; with 50% employer match about $114,158 at 4% or $76,105 at 6%; with 100% employer match about $85,618 at 4% or $57,079 at 6%.
2016212$1,928,907$178,614$14,885iApproximate average salary by contribution assumption: employee only about $372,113 at 4% or $248,075 at 6%; with 50% employer match about $248,075 at 4% or $165,383 at 6%; with 100% employer match about $186,056 at 4% or $124,038 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-10$1,404,370$101,500$10,150iApproximate average salary by contribution assumption: employee only about $253,750 at 4% or $169,167 at 6%; with 50% employer match about $169,167 at 4% or $112,778 at 6%; with 100% employer match about $126,875 at 4% or $84,583 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-12$524,537$77,114$6,426iApproximate average salary by contribution assumption: employee only about $160,654 at 4% or $107,103 at 6%; with 50% employer match about $107,103 at 4% or $71,402 at 6%; with 100% employer match about $80,327 at 4% or $53,551 at 6%.
2015210$1,753,642$385,848$38,585iApproximate average salary by contribution assumption: employee only about $964,620 at 4% or $643,080 at 6%; with 50% employer match about $643,080 at 4% or $428,720 at 6%; with 100% employer match about $482,310 at 4% or $321,540 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-10$1,300,796$300,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-10$452,846$85,848$8,585iApproximate average salary by contribution assumption: employee only about $214,620 at 4% or $143,080 at 6%; with 50% employer match about $143,080 at 4% or $95,387 at 6%; with 100% employer match about $107,310 at 4% or $71,540 at 6%.
2014212$1,272,525$481,660$40,138iApproximate average salary by contribution assumption: employee only about $1,003,458 at 4% or $668,972 at 6%; with 50% employer match about $668,972 at 4% or $445,981 at 6%; with 100% employer match about $501,729 at 4% or $334,486 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-10$921,633$388,493$38,849iApproximate average salary by contribution assumption: employee only about $971,233 at 4% or $647,488 at 6%; with 50% employer match about $647,488 at 4% or $431,659 at 6%; with 100% employer match about $485,616 at 4% or $323,744 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-12$350,892$93,167$7,764iApproximate average salary by contribution assumption: employee only about $194,098 at 4% or $129,399 at 6%; with 50% employer match about $129,399 at 4% or $86,266 at 6%; with 100% employer match about $97,049 at 4% or $64,699 at 6%.
2013210$736,646$142,645$14,265iApproximate average salary by contribution assumption: employee only about $356,613 at 4% or $237,742 at 6%; with 50% employer match about $237,742 at 4% or $158,494 at 6%; with 100% employer match about $178,306 at 4% or $118,871 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-10$482,200$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-10$254,446$92,645$9,265iApproximate average salary by contribution assumption: employee only about $231,613 at 4% or $154,408 at 6%; with 50% employer match about $154,408 at 4% or $102,939 at 6%; with 100% employer match about $115,806 at 4% or $77,204 at 6%.
201227$486,539$277,081$39,583iApproximate average salary by contribution assumption: employee only about $989,575 at 4% or $659,717 at 6%; with 50% employer match about $659,717 at 4% or $439,811 at 6%; with 100% employer match about $494,788 at 4% or $329,858 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-7$366,016$207,718$29,674iApproximate average salary by contribution assumption: employee only about $741,850 at 4% or $494,567 at 6%; with 50% employer match about $494,567 at 4% or $329,711 at 6%; with 100% employer match about $370,925 at 4% or $247,283 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-7$120,523$69,363$9,909iApproximate average salary by contribution assumption: employee only about $247,725 at 4% or $165,150 at 6%; with 50% employer match about $165,150 at 4% or $110,100 at 6%; with 100% employer match about $123,863 at 4% or $82,575 at 6%.
201124$202,446$202,446$50,612iApproximate average salary by contribution assumption: employee only about $1,265,288 at 4% or $843,525 at 6%; with 50% employer match about $843,525 at 4% or $562,350 at 6%; with 100% employer match about $632,644 at 4% or $421,763 at 6%.
Lucia Zamorano, M.D. PLC Cash Balance Pension Plan-4$152,780$152,780$38,195iApproximate average salary by contribution assumption: employee only about $954,875 at 4% or $636,583 at 6%; with 50% employer match about $636,583 at 4% or $424,389 at 6%; with 100% employer match about $477,438 at 4% or $318,292 at 6%.
Lucia Zamorano, M.D. PLC 401(K) Plan and Trust-4$49,666$49,666$12,417iApproximate average salary by contribution assumption: employee only about $310,413 at 4% or $206,942 at 6%; with 50% employer match about $206,942 at 4% or $137,961 at 6%; with 100% employer match about $155,206 at 4% or $103,471 at 6%.