Civic Intelligence

Zepponi & Company

Plan context: Zepponi & Company 401K Profit Sharing Plan and Trust

EIN 27-0952455 • Santa Rosa, CA • 27 filings • 7 plans

200 4th Street, Suite 250Santa Rosa, CA 95401
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$6,540,062

2024 Contributions

$113,371

Historical Graphs

Total Assets Over Time

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

$6,540,062$3,270,031$0200920162023YearValue
$6,540,062Latest year 2023

Participants Over Time

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

1890200920162023YearValue
18Latest year 2023

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
202420$0$113,371-
Zepponi & Company 401K Profit Sharing Plan and Trust-0$0$113,371-
Zepponi & Company Cash Balance Plan-0$0$0-
2023218$6,540,062$244,715$13,595iApproximate average salary by contribution assumption: employee only about $339,882 at 4% or $226,588 at 6%; with 50% employer match about $226,588 at 4% or $151,059 at 6%; with 100% employer match about $169,941 at 4% or $113,294 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-18$3,872,263$213,132$11,841iApproximate average salary by contribution assumption: employee only about $296,017 at 4% or $197,344 at 6%; with 50% employer match about $197,344 at 4% or $131,563 at 6%; with 100% employer match about $148,008 at 4% or $98,672 at 6%.
Zepponi & Company Cash Balance Plan-12$2,667,799$31,583$2,632iApproximate average salary by contribution assumption: employee only about $65,798 at 4% or $43,865 at 6%; with 50% employer match about $43,865 at 4% or $29,244 at 6%; with 100% employer match about $32,899 at 4% or $21,933 at 6%.
2022218$5,488,625$316,832$17,602iApproximate average salary by contribution assumption: employee only about $440,044 at 4% or $293,363 at 6%; with 50% employer match about $293,363 at 4% or $195,575 at 6%; with 100% employer match about $220,022 at 4% or $146,681 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-18$3,176,321$217,914$12,106iApproximate average salary by contribution assumption: employee only about $302,658 at 4% or $201,772 at 6%; with 50% employer match about $201,772 at 4% or $134,515 at 6%; with 100% employer match about $151,329 at 4% or $100,886 at 6%.
Zepponi & Company Cash Balance Plan-12$2,312,304$98,918$8,243iApproximate average salary by contribution assumption: employee only about $206,079 at 4% or $137,386 at 6%; with 50% employer match about $137,386 at 4% or $91,591 at 6%; with 100% employer match about $103,040 at 4% or $68,693 at 6%.
2021218$5,896,367$607,027$33,724iApproximate average salary by contribution assumption: employee only about $843,093 at 4% or $562,062 at 6%; with 50% employer match about $562,062 at 4% or $374,708 at 6%; with 100% employer match about $421,547 at 4% or $281,031 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-18$3,461,258$299,485$16,638iApproximate average salary by contribution assumption: employee only about $415,951 at 4% or $277,301 at 6%; with 50% employer match about $277,301 at 4% or $184,867 at 6%; with 100% employer match about $207,976 at 4% or $138,650 at 6%.
Zepponi & Company Cash Balance Plan-11$2,435,109$307,542$27,958iApproximate average salary by contribution assumption: employee only about $698,959 at 4% or $465,973 at 6%; with 50% employer match about $465,973 at 4% or $310,648 at 6%; with 100% employer match about $349,480 at 4% or $232,986 at 6%.
2020217$4,931,883$533,111$31,359iApproximate average salary by contribution assumption: employee only about $783,987 at 4% or $522,658 at 6%; with 50% employer match about $522,658 at 4% or $348,439 at 6%; with 100% employer match about $391,993 at 4% or $261,329 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-17$2,938,672$271,242$15,955iApproximate average salary by contribution assumption: employee only about $398,885 at 4% or $265,924 at 6%; with 50% employer match about $265,924 at 4% or $177,282 at 6%; with 100% employer match about $199,443 at 4% or $132,962 at 6%.
Zepponi & Company Cash Balance Plan-11$1,993,211$261,869$23,806iApproximate average salary by contribution assumption: employee only about $595,157 at 4% or $396,771 at 6%; with 50% employer match about $396,771 at 4% or $264,514 at 6%; with 100% employer match about $297,578 at 4% or $198,386 at 6%.
2019217$3,955,434$770,431$45,319iApproximate average salary by contribution assumption: employee only about $1,132,987 at 4% or $755,325 at 6%; with 50% employer match about $755,325 at 4% or $503,550 at 6%; with 100% employer match about $566,493 at 4% or $377,662 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-17$2,337,035$260,934$15,349iApproximate average salary by contribution assumption: employee only about $383,726 at 4% or $255,818 at 6%; with 50% employer match about $255,818 at 4% or $170,545 at 6%; with 100% employer match about $191,863 at 4% or $127,909 at 6%.
Zepponi & Company Cash Balance Plan-13$1,618,399$509,497$39,192iApproximate average salary by contribution assumption: employee only about $979,802 at 4% or $653,201 at 6%; with 50% employer match about $653,201 at 4% or $435,468 at 6%; with 100% employer match about $489,901 at 4% or $326,601 at 6%.
2018217$2,624,377$674,607$39,683iApproximate average salary by contribution assumption: employee only about $992,069 at 4% or $661,379 at 6%; with 50% employer match about $661,379 at 4% or $440,920 at 6%; with 100% employer match about $496,035 at 4% or $330,690 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-17$1,618,521$274,080$16,122iApproximate average salary by contribution assumption: employee only about $403,059 at 4% or $268,706 at 6%; with 50% employer match about $268,706 at 4% or $179,137 at 6%; with 100% employer match about $201,529 at 4% or $134,353 at 6%.
Zepponi & Company Cash Balance Plan-13$1,005,856$400,527$30,810iApproximate average salary by contribution assumption: employee only about $770,244 at 4% or $513,496 at 6%; with 50% employer match about $513,496 at 4% or $342,331 at 6%; with 100% employer match about $385,122 at 4% or $256,748 at 6%.
2017313$2,765,861$814,877$62,683iApproximate average salary by contribution assumption: employee only about $1,567,071 at 4% or $1,044,714 at 6%; with 50% employer match about $1,044,714 at 4% or $696,476 at 6%; with 100% employer match about $783,536 at 4% or $522,357 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-13$1,475,155$231,179$17,783iApproximate average salary by contribution assumption: employee only about $444,575 at 4% or $296,383 at 6%; with 50% employer match about $296,383 at 4% or $197,589 at 6%; with 100% employer match about $222,288 at 4% or $148,192 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-11$645,353$291,849$26,532iApproximate average salary by contribution assumption: employee only about $663,293 at 4% or $442,195 at 6%; with 50% employer match about $442,195 at 4% or $294,797 at 6%; with 100% employer match about $331,647 at 4% or $221,098 at 6%.
Zepponi & Company Cash Balance Plan-11$645,353$291,849$26,532iApproximate average salary by contribution assumption: employee only about $663,293 at 4% or $442,195 at 6%; with 50% employer match about $442,195 at 4% or $294,797 at 6%; with 100% employer match about $331,647 at 4% or $221,098 at 6%.
2016311$1,686,488$1,230,607$111,873iApproximate average salary by contribution assumption: employee only about $2,796,834 at 4% or $1,864,556 at 6%; with 50% employer match about $1,864,556 at 4% or $1,243,037 at 6%; with 100% employer match about $1,398,417 at 4% or $932,278 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-11$1,037,952$257,803$23,437iApproximate average salary by contribution assumption: employee only about $585,916 at 4% or $390,611 at 6%; with 50% employer match about $390,611 at 4% or $260,407 at 6%; with 100% employer match about $292,958 at 4% or $195,305 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-10$324,268$648,536$64,854iApproximate average salary by contribution assumption: employee only about $1,621,340 at 4% or $1,080,893 at 6%; with 50% employer match about $1,080,893 at 4% or $720,596 at 6%; with 100% employer match about $810,670 at 4% or $540,447 at 6%.
Zepponi & Company Cash Balance Plan-10$324,268$324,268$32,427iApproximate average salary by contribution assumption: employee only about $810,670 at 4% or $540,447 at 6%; with 50% employer match about $540,447 at 4% or $360,298 at 6%; with 100% employer match about $405,335 at 4% or $270,223 at 6%.
201519$846,921$202,315$22,479iApproximate average salary by contribution assumption: employee only about $561,986 at 4% or $374,657 at 6%; with 50% employer match about $374,657 at 4% or $249,772 at 6%; with 100% employer match about $280,993 at 4% or $187,329 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-9$846,921$202,315$22,479iApproximate average salary by contribution assumption: employee only about $561,986 at 4% or $374,657 at 6%; with 50% employer match about $374,657 at 4% or $249,772 at 6%; with 100% employer match about $280,993 at 4% or $187,329 at 6%.
201418$659,616$91,197$11,400iApproximate average salary by contribution assumption: employee only about $284,991 at 4% or $189,994 at 6%; with 50% employer match about $189,994 at 4% or $126,663 at 6%; with 100% employer match about $142,495 at 4% or $94,997 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-8$659,616$91,197$11,400iApproximate average salary by contribution assumption: employee only about $284,991 at 4% or $189,994 at 6%; with 50% employer match about $189,994 at 4% or $126,663 at 6%; with 100% employer match about $142,495 at 4% or $94,997 at 6%.
2013110$549,708$186,475$18,648iApproximate average salary by contribution assumption: employee only about $466,188 at 4% or $310,792 at 6%; with 50% employer match about $310,792 at 4% or $207,194 at 6%; with 100% employer match about $233,094 at 4% or $155,396 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-10$549,708$186,475$18,648iApproximate average salary by contribution assumption: employee only about $466,188 at 4% or $310,792 at 6%; with 50% employer match about $310,792 at 4% or $207,194 at 6%; with 100% employer match about $233,094 at 4% or $155,396 at 6%.
201219$405,628$184,192$20,466iApproximate average salary by contribution assumption: employee only about $511,644 at 4% or $341,096 at 6%; with 50% employer match about $341,096 at 4% or $227,398 at 6%; with 100% employer match about $255,822 at 4% or $170,548 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-9$405,628$184,192$20,466iApproximate average salary by contribution assumption: employee only about $511,644 at 4% or $341,096 at 6%; with 50% employer match about $341,096 at 4% or $227,398 at 6%; with 100% employer match about $255,822 at 4% or $170,548 at 6%.
201117$199,221$134,520$19,217iApproximate average salary by contribution assumption: employee only about $480,429 at 4% or $320,286 at 6%; with 50% employer match about $320,286 at 4% or $213,524 at 6%; with 100% employer match about $240,214 at 4% or $160,143 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-7$199,221$134,520$19,217iApproximate average salary by contribution assumption: employee only about $480,429 at 4% or $320,286 at 6%; with 50% employer match about $320,286 at 4% or $213,524 at 6%; with 100% employer match about $240,214 at 4% or $160,143 at 6%.
201014$63,875$56,265$14,066iApproximate average salary by contribution assumption: employee only about $351,656 at 4% or $234,438 at 6%; with 50% employer match about $234,438 at 4% or $156,292 at 6%; with 100% employer match about $175,828 at 4% or $117,219 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-4$63,875$56,265$14,066iApproximate average salary by contribution assumption: employee only about $351,656 at 4% or $234,438 at 6%; with 50% employer match about $234,438 at 4% or $156,292 at 6%; with 100% employer match about $175,828 at 4% or $117,219 at 6%.
200913$3,242$3,195$1,065iApproximate average salary by contribution assumption: employee only about $26,625 at 4% or $17,750 at 6%; with 50% employer match about $17,750 at 4% or $11,833 at 6%; with 100% employer match about $13,313 at 4% or $8,875 at 6%.
Zepponi & Company 401K Profit Sharing Plan and Trust-3$3,242$3,195$1,065iApproximate average salary by contribution assumption: employee only about $26,625 at 4% or $17,750 at 6%; with 50% employer match about $17,750 at 4% or $11,833 at 6%; with 100% employer match about $13,313 at 4% or $8,875 at 6%.