Civic Intelligence

Frank Zocco Financial Inc.

Plan context: Frank Zocco Financial Inc. Employees 401K Plan

EIN 20-4379580 • Brockway, PA • 19 filings • 2 plans

682 Main StreetBrockway, PA 15824
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,846,161

2025 Contributions

$65,479

Historical Graphs

Total Assets Over Time

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

$1,846,161$923,081$0200820172025YearValue
$1,846,161Latest year 2025

Participants Over Time

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

210200720162025YearValue
2Latest 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
202512$1,846,161$65,479$32,740iApproximate average salary by contribution assumption: employee only about $818,488 at 4% or $545,658 at 6%; with 50% employer match about $545,658 at 4% or $363,772 at 6%; with 100% employer match about $409,244 at 4% or $272,829 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$1,846,161$65,479$32,740iApproximate average salary by contribution assumption: employee only about $818,488 at 4% or $545,658 at 6%; with 50% employer match about $545,658 at 4% or $363,772 at 6%; with 100% employer match about $409,244 at 4% or $272,829 at 6%.
202412$1,531,758$60,685$30,343iApproximate average salary by contribution assumption: employee only about $758,563 at 4% or $505,708 at 6%; with 50% employer match about $505,708 at 4% or $337,139 at 6%; with 100% employer match about $379,281 at 4% or $252,854 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$1,531,758$60,685$30,343iApproximate average salary by contribution assumption: employee only about $758,563 at 4% or $505,708 at 6%; with 50% employer match about $505,708 at 4% or $337,139 at 6%; with 100% employer match about $379,281 at 4% or $252,854 at 6%.
202312$1,244,997$84,196$42,098iApproximate average salary by contribution assumption: employee only about $1,052,450 at 4% or $701,633 at 6%; with 50% employer match about $701,633 at 4% or $467,756 at 6%; with 100% employer match about $526,225 at 4% or $350,817 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$1,244,997$84,196$42,098iApproximate average salary by contribution assumption: employee only about $1,052,450 at 4% or $701,633 at 6%; with 50% employer match about $701,633 at 4% or $467,756 at 6%; with 100% employer match about $526,225 at 4% or $350,817 at 6%.
202212$1,030,179$55,783$27,892iApproximate average salary by contribution assumption: employee only about $697,288 at 4% or $464,858 at 6%; with 50% employer match about $464,858 at 4% or $309,906 at 6%; with 100% employer match about $348,644 at 4% or $232,429 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$1,030,179$55,783$27,892iApproximate average salary by contribution assumption: employee only about $697,288 at 4% or $464,858 at 6%; with 50% employer match about $464,858 at 4% or $309,906 at 6%; with 100% employer match about $348,644 at 4% or $232,429 at 6%.
202112$1,135,779$54,681$27,341iApproximate average salary by contribution assumption: employee only about $683,513 at 4% or $455,675 at 6%; with 50% employer match about $455,675 at 4% or $303,783 at 6%; with 100% employer match about $341,756 at 4% or $227,838 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$1,135,779$54,681$27,341iApproximate average salary by contribution assumption: employee only about $683,513 at 4% or $455,675 at 6%; with 50% employer match about $455,675 at 4% or $303,783 at 6%; with 100% employer match about $341,756 at 4% or $227,838 at 6%.
202012$1,054,481$53,830$26,915iApproximate average salary by contribution assumption: employee only about $672,875 at 4% or $448,583 at 6%; with 50% employer match about $448,583 at 4% or $299,056 at 6%; with 100% employer match about $336,438 at 4% or $224,292 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$1,054,481$53,830$26,915iApproximate average salary by contribution assumption: employee only about $672,875 at 4% or $448,583 at 6%; with 50% employer match about $448,583 at 4% or $299,056 at 6%; with 100% employer match about $336,438 at 4% or $224,292 at 6%.
201912$852,728$52,095$26,048iApproximate average salary by contribution assumption: employee only about $651,188 at 4% or $434,125 at 6%; with 50% employer match about $434,125 at 4% or $289,417 at 6%; with 100% employer match about $325,594 at 4% or $217,063 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$852,728$52,095$26,048iApproximate average salary by contribution assumption: employee only about $651,188 at 4% or $434,125 at 6%; with 50% employer match about $434,125 at 4% or $289,417 at 6%; with 100% employer match about $325,594 at 4% or $217,063 at 6%.
201812$627,639$51,158$25,579iApproximate average salary by contribution assumption: employee only about $639,475 at 4% or $426,317 at 6%; with 50% employer match about $426,317 at 4% or $284,211 at 6%; with 100% employer match about $319,738 at 4% or $213,158 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$627,639$51,158$25,579iApproximate average salary by contribution assumption: employee only about $639,475 at 4% or $426,317 at 6%; with 50% employer match about $426,317 at 4% or $284,211 at 6%; with 100% employer match about $319,738 at 4% or $213,158 at 6%.
201712$682,116$50,259$25,130iApproximate average salary by contribution assumption: employee only about $628,238 at 4% or $418,825 at 6%; with 50% employer match about $418,825 at 4% or $279,217 at 6%; with 100% employer match about $314,119 at 4% or $209,413 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$682,116$50,259$25,130iApproximate average salary by contribution assumption: employee only about $628,238 at 4% or $418,825 at 6%; with 50% employer match about $418,825 at 4% or $279,217 at 6%; with 100% employer match about $314,119 at 4% or $209,413 at 6%.
201612$589,528$51,456$25,728iApproximate average salary by contribution assumption: employee only about $643,200 at 4% or $428,800 at 6%; with 50% employer match about $428,800 at 4% or $285,867 at 6%; with 100% employer match about $321,600 at 4% or $214,400 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$589,528$51,456$25,728iApproximate average salary by contribution assumption: employee only about $643,200 at 4% or $428,800 at 6%; with 50% employer match about $428,800 at 4% or $285,867 at 6%; with 100% employer match about $321,600 at 4% or $214,400 at 6%.
201512$539,814$48,348$24,174iApproximate average salary by contribution assumption: employee only about $604,350 at 4% or $402,900 at 6%; with 50% employer match about $402,900 at 4% or $268,600 at 6%; with 100% employer match about $302,175 at 4% or $201,450 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$539,814$48,348$24,174iApproximate average salary by contribution assumption: employee only about $604,350 at 4% or $402,900 at 6%; with 50% employer match about $402,900 at 4% or $268,600 at 6%; with 100% employer match about $302,175 at 4% or $201,450 at 6%.
201412$520,712$45,026$22,513iApproximate average salary by contribution assumption: employee only about $562,825 at 4% or $375,217 at 6%; with 50% employer match about $375,217 at 4% or $250,144 at 6%; with 100% employer match about $281,413 at 4% or $187,608 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$520,712$45,026$22,513iApproximate average salary by contribution assumption: employee only about $562,825 at 4% or $375,217 at 6%; with 50% employer match about $375,217 at 4% or $250,144 at 6%; with 100% employer match about $281,413 at 4% or $187,608 at 6%.
201312$466,851$37,953$18,977iApproximate average salary by contribution assumption: employee only about $474,413 at 4% or $316,275 at 6%; with 50% employer match about $316,275 at 4% or $210,850 at 6%; with 100% employer match about $237,206 at 4% or $158,138 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$466,851$37,953$18,977iApproximate average salary by contribution assumption: employee only about $474,413 at 4% or $316,275 at 6%; with 50% employer match about $316,275 at 4% or $210,850 at 6%; with 100% employer match about $237,206 at 4% or $158,138 at 6%.
201212$376,786$36,851$18,426iApproximate average salary by contribution assumption: employee only about $460,638 at 4% or $307,092 at 6%; with 50% employer match about $307,092 at 4% or $204,728 at 6%; with 100% employer match about $230,319 at 4% or $153,546 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$376,786$36,851$18,426iApproximate average salary by contribution assumption: employee only about $460,638 at 4% or $307,092 at 6%; with 50% employer match about $307,092 at 4% or $204,728 at 6%; with 100% employer match about $230,319 at 4% or $153,546 at 6%.
201112$301,155$44,152$22,076iApproximate average salary by contribution assumption: employee only about $551,900 at 4% or $367,933 at 6%; with 50% employer match about $367,933 at 4% or $245,289 at 6%; with 100% employer match about $275,950 at 4% or $183,967 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$301,155$44,152$22,076iApproximate average salary by contribution assumption: employee only about $551,900 at 4% or $367,933 at 6%; with 50% employer match about $367,933 at 4% or $245,289 at 6%; with 100% employer match about $275,950 at 4% or $183,967 at 6%.
201012$270,016$38,795$19,398iApproximate average salary by contribution assumption: employee only about $484,938 at 4% or $323,292 at 6%; with 50% employer match about $323,292 at 4% or $215,528 at 6%; with 100% employer match about $242,469 at 4% or $161,646 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$270,016$38,795$19,398iApproximate average salary by contribution assumption: employee only about $484,938 at 4% or $323,292 at 6%; with 50% employer match about $323,292 at 4% or $215,528 at 6%; with 100% employer match about $242,469 at 4% or $161,646 at 6%.
200912$203,845$21,051$10,526iApproximate average salary by contribution assumption: employee only about $263,138 at 4% or $175,425 at 6%; with 50% employer match about $175,425 at 4% or $116,950 at 6%; with 100% employer match about $131,569 at 4% or $87,713 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$203,845$21,051$10,526iApproximate average salary by contribution assumption: employee only about $263,138 at 4% or $175,425 at 6%; with 50% employer match about $175,425 at 4% or $116,950 at 6%; with 100% employer match about $131,569 at 4% or $87,713 at 6%.
200812$139,708$36,672$18,336iApproximate average salary by contribution assumption: employee only about $458,400 at 4% or $305,600 at 6%; with 50% employer match about $305,600 at 4% or $203,733 at 6%; with 100% employer match about $229,200 at 4% or $152,800 at 6%.
Frank Zocco Financial Inc. Employees 401K Plan-2$139,708$36,672$18,336iApproximate average salary by contribution assumption: employee only about $458,400 at 4% or $305,600 at 6%; with 50% employer match about $305,600 at 4% or $203,733 at 6%; with 100% employer match about $229,200 at 4% or $152,800 at 6%.
200712$0$0-
Frank Zocco Financial Inc. Employees 401K Plan-2---