Civic Intelligence

M Zukerman & Co Montrose

Plan context: M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust

EIN 21-0648015 • Vineland, NJ • 15 filings • 2 plans

270 North Delsea DriveVineland, NJ 08360-3620
Current Snapshot

Latest Year

2015

2015 Participants

10

2015 Assets

$546,842

2015 Contributions

$18,210

Historical Graphs

Total Assets Over Time

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

$546,842$273,421$0199920092015YearValue
$546,842Latest year 2015

Participants Over Time

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

31160199920082015YearValue
10Latest year 2015

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
2015110$546,842$18,210$1,821iApproximate average salary by contribution assumption: employee only about $45,525 at 4% or $30,350 at 6%; with 50% employer match about $30,350 at 4% or $20,233 at 6%; with 100% employer match about $22,763 at 4% or $15,175 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-10$546,842$18,210$1,821iApproximate average salary by contribution assumption: employee only about $45,525 at 4% or $30,350 at 6%; with 50% employer match about $30,350 at 4% or $20,233 at 6%; with 100% employer match about $22,763 at 4% or $15,175 at 6%.
2014110$537,905$23,574$2,357iApproximate average salary by contribution assumption: employee only about $58,935 at 4% or $39,290 at 6%; with 50% employer match about $39,290 at 4% or $26,193 at 6%; with 100% employer match about $29,468 at 4% or $19,645 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-10$537,905$23,574$2,357iApproximate average salary by contribution assumption: employee only about $58,935 at 4% or $39,290 at 6%; with 50% employer match about $39,290 at 4% or $26,193 at 6%; with 100% employer match about $29,468 at 4% or $19,645 at 6%.
2013110$480,017$21,357$2,136iApproximate average salary by contribution assumption: employee only about $53,392 at 4% or $35,595 at 6%; with 50% employer match about $35,595 at 4% or $23,730 at 6%; with 100% employer match about $26,696 at 4% or $17,798 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-10$480,017$21,357$2,136iApproximate average salary by contribution assumption: employee only about $53,392 at 4% or $35,595 at 6%; with 50% employer match about $35,595 at 4% or $23,730 at 6%; with 100% employer match about $26,696 at 4% or $17,798 at 6%.
2012110$373,327$19,365$1,937iApproximate average salary by contribution assumption: employee only about $48,413 at 4% or $32,275 at 6%; with 50% employer match about $32,275 at 4% or $21,517 at 6%; with 100% employer match about $24,206 at 4% or $16,138 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-10$373,327$19,365$1,937iApproximate average salary by contribution assumption: employee only about $48,413 at 4% or $32,275 at 6%; with 50% employer match about $32,275 at 4% or $21,517 at 6%; with 100% employer match about $24,206 at 4% or $16,138 at 6%.
2011111$324,946$22,792$2,072iApproximate average salary by contribution assumption: employee only about $51,800 at 4% or $34,533 at 6%; with 50% employer match about $34,533 at 4% or $23,022 at 6%; with 100% employer match about $25,900 at 4% or $17,267 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-11$324,946$22,792$2,072iApproximate average salary by contribution assumption: employee only about $51,800 at 4% or $34,533 at 6%; with 50% employer match about $34,533 at 4% or $23,022 at 6%; with 100% employer match about $25,900 at 4% or $17,267 at 6%.
2010111$308,506$30,401$2,764iApproximate average salary by contribution assumption: employee only about $69,093 at 4% or $46,062 at 6%; with 50% employer match about $46,062 at 4% or $30,708 at 6%; with 100% employer match about $34,547 at 4% or $23,031 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-11$308,506$30,401$2,764iApproximate average salary by contribution assumption: employee only about $69,093 at 4% or $46,062 at 6%; with 50% employer match about $46,062 at 4% or $30,708 at 6%; with 100% employer match about $34,547 at 4% or $23,031 at 6%.
2009129$256,490$24,587$848iApproximate average salary by contribution assumption: employee only about $21,196 at 4% or $14,130 at 6%; with 50% employer match about $14,130 at 4% or $9,420 at 6%; with 100% employer match about $10,598 at 4% or $7,065 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-29$256,490$24,587$848iApproximate average salary by contribution assumption: employee only about $21,196 at 4% or $14,130 at 6%; with 50% employer match about $14,130 at 4% or $9,420 at 6%; with 100% employer match about $10,598 at 4% or $7,065 at 6%.
2008131$241,704$33,761$1,089iApproximate average salary by contribution assumption: employee only about $27,227 at 4% or $18,151 at 6%; with 50% employer match about $18,151 at 4% or $12,101 at 6%; with 100% employer match about $13,613 at 4% or $9,076 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-31$241,704$33,761$1,089iApproximate average salary by contribution assumption: employee only about $27,227 at 4% or $18,151 at 6%; with 50% employer match about $18,151 at 4% or $12,101 at 6%; with 100% employer match about $13,613 at 4% or $9,076 at 6%.
2007130$274,099$31,829$1,061iApproximate average salary by contribution assumption: employee only about $26,524 at 4% or $17,683 at 6%; with 50% employer match about $17,683 at 4% or $11,789 at 6%; with 100% employer match about $13,262 at 4% or $8,841 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-30$274,099$31,829$1,061iApproximate average salary by contribution assumption: employee only about $26,524 at 4% or $17,683 at 6%; with 50% employer match about $17,683 at 4% or $11,789 at 6%; with 100% employer match about $13,262 at 4% or $8,841 at 6%.
2006123$0$0-
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-23---
2005118$185,980$22,695$1,261iApproximate average salary by contribution assumption: employee only about $31,521 at 4% or $21,014 at 6%; with 50% employer match about $21,014 at 4% or $14,009 at 6%; with 100% employer match about $15,760 at 4% or $10,507 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-18$185,980$22,695$1,261iApproximate average salary by contribution assumption: employee only about $31,521 at 4% or $21,014 at 6%; with 50% employer match about $21,014 at 4% or $14,009 at 6%; with 100% employer match about $15,760 at 4% or $10,507 at 6%.
2004118$166,530$22,385$1,244iApproximate average salary by contribution assumption: employee only about $31,090 at 4% or $20,727 at 6%; with 50% employer match about $20,727 at 4% or $13,818 at 6%; with 100% employer match about $15,545 at 4% or $10,363 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-18$166,530$22,385$1,244iApproximate average salary by contribution assumption: employee only about $31,090 at 4% or $20,727 at 6%; with 50% employer match about $20,727 at 4% or $13,818 at 6%; with 100% employer match about $15,545 at 4% or $10,363 at 6%.
2002112$100,034$21,353$1,779iApproximate average salary by contribution assumption: employee only about $44,485 at 4% or $29,657 at 6%; with 50% employer match about $29,657 at 4% or $19,771 at 6%; with 100% employer match about $22,243 at 4% or $14,828 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-12$100,034$21,353$1,779iApproximate average salary by contribution assumption: employee only about $44,485 at 4% or $29,657 at 6%; with 50% employer match about $29,657 at 4% or $19,771 at 6%; with 100% employer match about $22,243 at 4% or $14,828 at 6%.
2000111$0$0-
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-11---
1999110$59,324$27,043$2,704iApproximate average salary by contribution assumption: employee only about $67,608 at 4% or $45,072 at 6%; with 50% employer match about $45,072 at 4% or $30,048 at 6%; with 100% employer match about $33,804 at 4% or $22,536 at 6%.
M Zukerman & Co Montrose 401K Profit Sharing Plan & Trust-10$59,324$27,043$2,704iApproximate average salary by contribution assumption: employee only about $67,608 at 4% or $45,072 at 6%; with 50% employer match about $45,072 at 4% or $30,048 at 6%; with 100% employer match about $33,804 at 4% or $22,536 at 6%.