Civic Intelligence

Jeffrey I. Zimmerman PC.

Plan context: Jeffrey I. Zimmerman PC. 401(K) Plan

EIN 20-5322078 • Huntingdon Valley, PA • 24 filings • 4 plans

3888 Somers DriveHuntingdon Valley, PA 19006
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$1,264,516

2018 Contributions

$41,481

Historical Graphs

Total Assets Over Time

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

$1,348,946$674,473$0200620122018YearValue
$1,264,516Latest year 2018

Participants Over Time

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

420200620132018YearValue
2Latest year 2018

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
201812$1,264,516$41,481$20,741iApproximate average salary by contribution assumption: employee only about $518,513 at 4% or $345,675 at 6%; with 50% employer match about $345,675 at 4% or $230,450 at 6%; with 100% employer match about $259,256 at 4% or $172,838 at 6%.
Jeffrey I. Zimmerman PC. 401(K) Plan-2$1,264,516$41,481$20,741iApproximate average salary by contribution assumption: employee only about $518,513 at 4% or $345,675 at 6%; with 50% employer match about $345,675 at 4% or $230,450 at 6%; with 100% employer match about $259,256 at 4% or $172,838 at 6%.
201712$1,348,946$39,200$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
Jeffrey I. Zimmerman PC. 401(K) Plan-2$1,348,946$39,200$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
201612$1,121,647$720,462$360,231iApproximate average salary by contribution assumption: employee only about $9,005,775 at 4% or $6,003,850 at 6%; with 50% employer match about $6,003,850 at 4% or $4,002,567 at 6%; with 100% employer match about $4,502,888 at 4% or $3,001,925 at 6%.
Jeffrey I. Zimmerman PC. 401(K) Plan-2$1,121,647$720,462$360,231iApproximate average salary by contribution assumption: employee only about $9,005,775 at 4% or $6,003,850 at 6%; with 50% employer match about $6,003,850 at 4% or $4,002,567 at 6%; with 100% employer match about $4,502,888 at 4% or $3,001,925 at 6%.
201534$848,998$203,563$50,891iApproximate average salary by contribution assumption: employee only about $1,272,269 at 4% or $848,179 at 6%; with 50% employer match about $848,179 at 4% or $565,453 at 6%; with 100% employer match about $636,134 at 4% or $424,090 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-4$498,262$0-
Jeffrey I. Zimmerman PC. 401(K) Plan-4$350,736$31,000$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-0$0$172,563-
201424$836,847$29,500$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-4$512,118$0-
Jeffrey I. Zimmerman PC. 401(K) Plan-4$324,729$29,500$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
201324$755,505$23,788$5,947iApproximate average salary by contribution assumption: employee only about $148,675 at 4% or $99,117 at 6%; with 50% employer match about $99,117 at 4% or $66,078 at 6%; with 100% employer match about $74,338 at 4% or $49,558 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-4$481,120$0-
Jeffrey I. Zimmerman PC. 401(K) Plan-4$274,385$23,788$5,947iApproximate average salary by contribution assumption: employee only about $148,675 at 4% or $99,117 at 6%; with 50% employer match about $99,117 at 4% or $66,078 at 6%; with 100% employer match about $74,338 at 4% or $49,558 at 6%.
201220$637,507$23,001-
Jeffrey I. Zimmerman PC. Pension Plan-0$423,880$0-
Jeffrey I. Zimmerman PC. 401(K) Plan-0$213,627$23,001-
201124$547,657$14,448$3,612iApproximate average salary by contribution assumption: employee only about $90,300 at 4% or $60,200 at 6%; with 50% employer match about $60,200 at 4% or $40,133 at 6%; with 100% employer match about $45,150 at 4% or $30,100 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-4$378,499$0-
Jeffrey I. Zimmerman PC. 401(K) Plan-4$169,158$14,448$3,612iApproximate average salary by contribution assumption: employee only about $90,300 at 4% or $60,200 at 6%; with 50% employer match about $60,200 at 4% or $40,133 at 6%; with 100% employer match about $45,150 at 4% or $30,100 at 6%.
201024$524,431$27,500$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-4$372,752$0-
Jeffrey I. Zimmerman PC. 401(K) Plan-4$151,679$27,500$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
200924$441,908$29,822$7,456iApproximate average salary by contribution assumption: employee only about $186,388 at 4% or $124,258 at 6%; with 50% employer match about $124,258 at 4% or $82,839 at 6%; with 100% employer match about $93,194 at 4% or $62,129 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-4$330,438$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Jeffrey I. Zimmerman PC. 401(K) Plan-4$111,470$19,822$4,956iApproximate average salary by contribution assumption: employee only about $123,888 at 4% or $82,592 at 6%; with 50% employer match about $82,592 at 4% or $55,061 at 6%; with 100% employer match about $61,944 at 4% or $41,296 at 6%.
200822$294,691$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-2$294,691$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Jeffrey I. Zimmerman PC. 401(K) Plan-2---
200724$468,622$215,980$53,995iApproximate average salary by contribution assumption: employee only about $1,349,875 at 4% or $899,917 at 6%; with 50% employer match about $899,917 at 4% or $599,944 at 6%; with 100% employer match about $674,938 at 4% or $449,958 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-4$388,776$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Jeffrey I. Zimmerman PC. 401(K) Plan-4$79,846$35,980$8,995iApproximate average salary by contribution assumption: employee only about $224,875 at 4% or $149,917 at 6%; with 50% employer match about $149,917 at 4% or $99,944 at 6%; with 100% employer match about $112,438 at 4% or $74,958 at 6%.
200624$239,296$239,216$59,804iApproximate average salary by contribution assumption: employee only about $1,495,100 at 4% or $996,733 at 6%; with 50% employer match about $996,733 at 4% or $664,489 at 6%; with 100% employer match about $747,550 at 4% or $498,367 at 6%.
Jeffrey I. Zimmerman PC. Pension Plan-4$198,448$198,376$49,594iApproximate average salary by contribution assumption: employee only about $1,239,850 at 4% or $826,567 at 6%; with 50% employer match about $826,567 at 4% or $551,044 at 6%; with 100% employer match about $619,925 at 4% or $413,283 at 6%.
Jeffrey I. Zimmerman PC. 401(K) Plan-4$40,848$40,840$10,210iApproximate average salary by contribution assumption: employee only about $255,250 at 4% or $170,167 at 6%; with 50% employer match about $170,167 at 4% or $113,444 at 6%; with 100% employer match about $127,625 at 4% or $85,083 at 6%.