Civic Intelligence

Kaufman Zita Group LLC

Plan context: Kaufman Zita Group LLC Retirement Plan

EIN 20-8612123 • West Trenton, NJ • 18 filings • 2 plans

The Offices At Trenton Junction400 Sullivan WayWest Trenton, NJ 08628
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,218,469

2024 Contributions

$116,853

Historical Graphs

Total Assets Over Time

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

$4,735,342$2,367,671$0200720162024YearValue
$3,218,469Latest year 2024

Participants Over Time

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

1160200720162024YearValue
10Latest year 2024

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
2024110$3,218,469$116,853$11,685iApproximate average salary by contribution assumption: employee only about $292,133 at 4% or $194,755 at 6%; with 50% employer match about $194,755 at 4% or $129,837 at 6%; with 100% employer match about $146,066 at 4% or $97,378 at 6%.
Kaufman Zita Group LLC Retirement Plan-10$3,218,469$116,853$11,685iApproximate average salary by contribution assumption: employee only about $292,133 at 4% or $194,755 at 6%; with 50% employer match about $194,755 at 4% or $129,837 at 6%; with 100% employer match about $146,066 at 4% or $97,378 at 6%.
2023111$2,772,877$163,958$14,905iApproximate average salary by contribution assumption: employee only about $372,632 at 4% or $248,421 at 6%; with 50% employer match about $248,421 at 4% or $165,614 at 6%; with 100% employer match about $186,316 at 4% or $124,211 at 6%.
Kaufman Zita Group LLC Retirement Plan-11$2,772,877$163,958$14,905iApproximate average salary by contribution assumption: employee only about $372,632 at 4% or $248,421 at 6%; with 50% employer match about $248,421 at 4% or $165,614 at 6%; with 100% employer match about $186,316 at 4% or $124,211 at 6%.
2022110$2,692,754$161,719$16,172iApproximate average salary by contribution assumption: employee only about $404,298 at 4% or $269,532 at 6%; with 50% employer match about $269,532 at 4% or $179,688 at 6%; with 100% employer match about $202,149 at 4% or $134,766 at 6%.
Kaufman Zita Group LLC Retirement Plan-10$2,692,754$161,719$16,172iApproximate average salary by contribution assumption: employee only about $404,298 at 4% or $269,532 at 6%; with 50% employer match about $269,532 at 4% or $179,688 at 6%; with 100% employer match about $202,149 at 4% or $134,766 at 6%.
202119$4,735,342$194,039$21,560iApproximate average salary by contribution assumption: employee only about $538,997 at 4% or $359,331 at 6%; with 50% employer match about $359,331 at 4% or $239,554 at 6%; with 100% employer match about $269,499 at 4% or $179,666 at 6%.
Kaufman Zita Group LLC Retirement Plan-9$4,735,342$194,039$21,560iApproximate average salary by contribution assumption: employee only about $538,997 at 4% or $359,331 at 6%; with 50% employer match about $359,331 at 4% or $239,554 at 6%; with 100% employer match about $269,499 at 4% or $179,666 at 6%.
2020111$3,966,346$176,495$16,045iApproximate average salary by contribution assumption: employee only about $401,125 at 4% or $267,417 at 6%; with 50% employer match about $267,417 at 4% or $178,278 at 6%; with 100% employer match about $200,563 at 4% or $133,708 at 6%.
Kaufman Zita Group LLC Retirement Plan-11$3,966,346$176,495$16,045iApproximate average salary by contribution assumption: employee only about $401,125 at 4% or $267,417 at 6%; with 50% employer match about $267,417 at 4% or $178,278 at 6%; with 100% employer match about $200,563 at 4% or $133,708 at 6%.
2019110$3,300,597$201,587$20,159iApproximate average salary by contribution assumption: employee only about $503,968 at 4% or $335,978 at 6%; with 50% employer match about $335,978 at 4% or $223,986 at 6%; with 100% employer match about $251,984 at 4% or $167,989 at 6%.
Kaufman Zita Group LLC Retirement Plan-10$3,300,597$201,587$20,159iApproximate average salary by contribution assumption: employee only about $503,968 at 4% or $335,978 at 6%; with 50% employer match about $335,978 at 4% or $223,986 at 6%; with 100% employer match about $251,984 at 4% or $167,989 at 6%.
2018110$2,553,028$186,890$18,689iApproximate average salary by contribution assumption: employee only about $467,225 at 4% or $311,483 at 6%; with 50% employer match about $311,483 at 4% or $207,656 at 6%; with 100% employer match about $233,613 at 4% or $155,742 at 6%.
Kaufman Zita Group LLC Retirement Plan-10$2,553,028$186,890$18,689iApproximate average salary by contribution assumption: employee only about $467,225 at 4% or $311,483 at 6%; with 50% employer match about $311,483 at 4% or $207,656 at 6%; with 100% employer match about $233,613 at 4% or $155,742 at 6%.
201719$2,497,968$165,808$18,423iApproximate average salary by contribution assumption: employee only about $460,578 at 4% or $307,052 at 6%; with 50% employer match about $307,052 at 4% or $204,701 at 6%; with 100% employer match about $230,289 at 4% or $153,526 at 6%.
Kaufman Zita Group LLC Retirement Plan-9$2,497,968$165,808$18,423iApproximate average salary by contribution assumption: employee only about $460,578 at 4% or $307,052 at 6%; with 50% employer match about $307,052 at 4% or $204,701 at 6%; with 100% employer match about $230,289 at 4% or $153,526 at 6%.
2016110$2,058,948$161,734$16,173iApproximate average salary by contribution assumption: employee only about $404,335 at 4% or $269,557 at 6%; with 50% employer match about $269,557 at 4% or $179,704 at 6%; with 100% employer match about $202,168 at 4% or $134,778 at 6%.
Kaufman Zita Group LLC Retirement Plan-10$2,058,948$161,734$16,173iApproximate average salary by contribution assumption: employee only about $404,335 at 4% or $269,557 at 6%; with 50% employer match about $269,557 at 4% or $179,704 at 6%; with 100% employer match about $202,168 at 4% or $134,778 at 6%.
2015111$1,923,235$171,996$15,636iApproximate average salary by contribution assumption: employee only about $390,900 at 4% or $260,600 at 6%; with 50% employer match about $260,600 at 4% or $173,733 at 6%; with 100% employer match about $195,450 at 4% or $130,300 at 6%.
Kaufman Zita Group LLC Retirement Plan-11$1,923,235$171,996$15,636iApproximate average salary by contribution assumption: employee only about $390,900 at 4% or $260,600 at 6%; with 50% employer match about $260,600 at 4% or $173,733 at 6%; with 100% employer match about $195,450 at 4% or $130,300 at 6%.
2014110$1,782,100$138,003$13,800iApproximate average salary by contribution assumption: employee only about $345,008 at 4% or $230,005 at 6%; with 50% employer match about $230,005 at 4% or $153,337 at 6%; with 100% employer match about $172,504 at 4% or $115,003 at 6%.
Kaufman Zita Group LLC Retirement Plan-10$1,782,100$138,003$13,800iApproximate average salary by contribution assumption: employee only about $345,008 at 4% or $230,005 at 6%; with 50% employer match about $230,005 at 4% or $153,337 at 6%; with 100% employer match about $172,504 at 4% or $115,003 at 6%.
2013110$1,607,480$162,681$16,268iApproximate average salary by contribution assumption: employee only about $406,703 at 4% or $271,135 at 6%; with 50% employer match about $271,135 at 4% or $180,757 at 6%; with 100% employer match about $203,351 at 4% or $135,568 at 6%.
Kaufman Zita Group LLC Retirement Plan-10$1,607,480$162,681$16,268iApproximate average salary by contribution assumption: employee only about $406,703 at 4% or $271,135 at 6%; with 50% employer match about $271,135 at 4% or $180,757 at 6%; with 100% employer match about $203,351 at 4% or $135,568 at 6%.
2012111$1,304,000$138,740$12,613iApproximate average salary by contribution assumption: employee only about $315,318 at 4% or $210,212 at 6%; with 50% employer match about $210,212 at 4% or $140,141 at 6%; with 100% employer match about $157,659 at 4% or $105,106 at 6%.
Kaufman Zita Group LLC Retirement Plan-11$1,304,000$138,740$12,613iApproximate average salary by contribution assumption: employee only about $315,318 at 4% or $210,212 at 6%; with 50% employer match about $210,212 at 4% or $140,141 at 6%; with 100% employer match about $157,659 at 4% or $105,106 at 6%.
2011110$1,087,625$152,126$15,213iApproximate average salary by contribution assumption: employee only about $380,315 at 4% or $253,543 at 6%; with 50% employer match about $253,543 at 4% or $169,029 at 6%; with 100% employer match about $190,158 at 4% or $126,772 at 6%.
Kaufman Zita Group LLC Retirement Plan-10$1,087,625$152,126$15,213iApproximate average salary by contribution assumption: employee only about $380,315 at 4% or $253,543 at 6%; with 50% employer match about $253,543 at 4% or $169,029 at 6%; with 100% employer match about $190,158 at 4% or $126,772 at 6%.
201019$971,477$145,190$16,132iApproximate average salary by contribution assumption: employee only about $403,306 at 4% or $268,870 at 6%; with 50% employer match about $268,870 at 4% or $179,247 at 6%; with 100% employer match about $201,653 at 4% or $134,435 at 6%.
Kaufman Zita Group LLC Retirement Plan-9$971,477$145,190$16,132iApproximate average salary by contribution assumption: employee only about $403,306 at 4% or $268,870 at 6%; with 50% employer match about $268,870 at 4% or $179,247 at 6%; with 100% employer match about $201,653 at 4% or $134,435 at 6%.
200918$766,492$139,824$17,478iApproximate average salary by contribution assumption: employee only about $436,950 at 4% or $291,300 at 6%; with 50% employer match about $291,300 at 4% or $194,200 at 6%; with 100% employer match about $218,475 at 4% or $145,650 at 6%.
Kaufman Zita Group LLC Retirement Plan-8$766,492$139,824$17,478iApproximate average salary by contribution assumption: employee only about $436,950 at 4% or $291,300 at 6%; with 50% employer match about $291,300 at 4% or $194,200 at 6%; with 100% employer match about $218,475 at 4% or $145,650 at 6%.
200817$501,060$135,416$19,345iApproximate average salary by contribution assumption: employee only about $483,629 at 4% or $322,419 at 6%; with 50% employer match about $322,419 at 4% or $214,946 at 6%; with 100% employer match about $241,814 at 4% or $161,210 at 6%.
Kaufman Zita Group LLC Retirement Plan-7$501,060$135,416$19,345iApproximate average salary by contribution assumption: employee only about $483,629 at 4% or $322,419 at 6%; with 50% employer match about $322,419 at 4% or $214,946 at 6%; with 100% employer match about $241,814 at 4% or $161,210 at 6%.
200717$622,197$622,412$88,916iApproximate average salary by contribution assumption: employee only about $2,222,900 at 4% or $1,481,933 at 6%; with 50% employer match about $1,481,933 at 4% or $987,956 at 6%; with 100% employer match about $1,111,450 at 4% or $740,967 at 6%.
Kaufman Zita Group LLC Retirement Plan-7$622,197$622,412$88,916iApproximate average salary by contribution assumption: employee only about $2,222,900 at 4% or $1,481,933 at 6%; with 50% employer match about $1,481,933 at 4% or $987,956 at 6%; with 100% employer match about $1,111,450 at 4% or $740,967 at 6%.