Civic Intelligence

Clemente Zulueta

Plan context: Clemente Zulueta Employees Savings Trust

EIN 30-0231036 • Jackson, KY • 19 filings • 1 plans

726 Hwy 15 N., Suite #5Jackson, KY 41339
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,294,727

2024 Contributions

$54,764

Historical Graphs

Total Assets Over Time

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

$1,294,727$647,364$0200620162024YearValue
$1,294,727Latest year 2024

Participants Over Time

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

950200620152024YearValue
8Latest 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
202418$1,294,727$54,764$6,846iApproximate average salary by contribution assumption: employee only about $171,138 at 4% or $114,092 at 6%; with 50% employer match about $114,092 at 4% or $76,061 at 6%; with 100% employer match about $85,569 at 4% or $57,046 at 6%.
Clemente Zulueta Employees Savings Trust-8$1,294,727$54,764$6,846iApproximate average salary by contribution assumption: employee only about $171,138 at 4% or $114,092 at 6%; with 50% employer match about $114,092 at 4% or $76,061 at 6%; with 100% employer match about $85,569 at 4% or $57,046 at 6%.
202318$1,071,890$63,300$7,913iApproximate average salary by contribution assumption: employee only about $197,813 at 4% or $131,875 at 6%; with 50% employer match about $131,875 at 4% or $87,917 at 6%; with 100% employer match about $98,906 at 4% or $65,938 at 6%.
Clemente Zulueta Employees Savings Trust-8$1,071,890$63,300$7,913iApproximate average salary by contribution assumption: employee only about $197,813 at 4% or $131,875 at 6%; with 50% employer match about $131,875 at 4% or $87,917 at 6%; with 100% employer match about $98,906 at 4% or $65,938 at 6%.
202218$836,533$98,454$12,307iApproximate average salary by contribution assumption: employee only about $307,669 at 4% or $205,113 at 6%; with 50% employer match about $205,113 at 4% or $136,742 at 6%; with 100% employer match about $153,834 at 4% or $102,556 at 6%.
Clemente Zulueta Employees Savings Trust-8$836,533$98,454$12,307iApproximate average salary by contribution assumption: employee only about $307,669 at 4% or $205,113 at 6%; with 50% employer match about $205,113 at 4% or $136,742 at 6%; with 100% employer match about $153,834 at 4% or $102,556 at 6%.
202118$1,013,260$43,198$5,400iApproximate average salary by contribution assumption: employee only about $134,994 at 4% or $89,996 at 6%; with 50% employer match about $89,996 at 4% or $59,997 at 6%; with 100% employer match about $67,497 at 4% or $44,998 at 6%.
Clemente Zulueta Employees Savings Trust-8$1,013,260$43,198$5,400iApproximate average salary by contribution assumption: employee only about $134,994 at 4% or $89,996 at 6%; with 50% employer match about $89,996 at 4% or $59,997 at 6%; with 100% employer match about $67,497 at 4% or $44,998 at 6%.
202019$871,733$49,647$5,516iApproximate average salary by contribution assumption: employee only about $137,908 at 4% or $91,939 at 6%; with 50% employer match about $91,939 at 4% or $61,293 at 6%; with 100% employer match about $68,954 at 4% or $45,969 at 6%.
Clemente Zulueta Employees Savings Trust-9$871,733$49,647$5,516iApproximate average salary by contribution assumption: employee only about $137,908 at 4% or $91,939 at 6%; with 50% employer match about $91,939 at 4% or $61,293 at 6%; with 100% employer match about $68,954 at 4% or $45,969 at 6%.
201919$669,010$25,418$2,824iApproximate average salary by contribution assumption: employee only about $70,606 at 4% or $47,070 at 6%; with 50% employer match about $47,070 at 4% or $31,380 at 6%; with 100% employer match about $35,303 at 4% or $23,535 at 6%.
Clemente Zulueta Employees Savings Trust-9$669,010$25,418$2,824iApproximate average salary by contribution assumption: employee only about $70,606 at 4% or $47,070 at 6%; with 50% employer match about $47,070 at 4% or $31,380 at 6%; with 100% employer match about $35,303 at 4% or $23,535 at 6%.
201818$550,475$12,195$1,524iApproximate average salary by contribution assumption: employee only about $38,109 at 4% or $25,406 at 6%; with 50% employer match about $25,406 at 4% or $16,938 at 6%; with 100% employer match about $19,055 at 4% or $12,703 at 6%.
Clemente Zulueta Employees Savings Trust-8$550,475$12,195$1,524iApproximate average salary by contribution assumption: employee only about $38,109 at 4% or $25,406 at 6%; with 50% employer match about $25,406 at 4% or $16,938 at 6%; with 100% employer match about $19,055 at 4% or $12,703 at 6%.
201718$621,115$5,882$735iApproximate average salary by contribution assumption: employee only about $18,381 at 4% or $12,254 at 6%; with 50% employer match about $12,254 at 4% or $8,169 at 6%; with 100% employer match about $9,191 at 4% or $6,127 at 6%.
Clemente Zulueta Employees Savings Trust-8$621,115$5,882$735iApproximate average salary by contribution assumption: employee only about $18,381 at 4% or $12,254 at 6%; with 50% employer match about $12,254 at 4% or $8,169 at 6%; with 100% employer match about $9,191 at 4% or $6,127 at 6%.
201618$623,660$12,010$1,501iApproximate average salary by contribution assumption: employee only about $37,531 at 4% or $25,021 at 6%; with 50% employer match about $25,021 at 4% or $16,681 at 6%; with 100% employer match about $18,766 at 4% or $12,510 at 6%.
Clemente Zulueta Employees Savings Trust-8$623,660$12,010$1,501iApproximate average salary by contribution assumption: employee only about $37,531 at 4% or $25,021 at 6%; with 50% employer match about $25,021 at 4% or $16,681 at 6%; with 100% employer match about $18,766 at 4% or $12,510 at 6%.
201517$571,420$31,374$4,482iApproximate average salary by contribution assumption: employee only about $112,050 at 4% or $74,700 at 6%; with 50% employer match about $74,700 at 4% or $49,800 at 6%; with 100% employer match about $56,025 at 4% or $37,350 at 6%.
Clemente Zulueta Employees Savings Trust-7$571,420$31,374$4,482iApproximate average salary by contribution assumption: employee only about $112,050 at 4% or $74,700 at 6%; with 50% employer match about $74,700 at 4% or $49,800 at 6%; with 100% employer match about $56,025 at 4% or $37,350 at 6%.
201417$579,091$29,904$4,272iApproximate average salary by contribution assumption: employee only about $106,800 at 4% or $71,200 at 6%; with 50% employer match about $71,200 at 4% or $47,467 at 6%; with 100% employer match about $53,400 at 4% or $35,600 at 6%.
Clemente Zulueta Employees Savings Trust-7$579,091$29,904$4,272iApproximate average salary by contribution assumption: employee only about $106,800 at 4% or $71,200 at 6%; with 50% employer match about $71,200 at 4% or $47,467 at 6%; with 100% employer match about $53,400 at 4% or $35,600 at 6%.
201317$518,729$34,917$4,988iApproximate average salary by contribution assumption: employee only about $124,704 at 4% or $83,136 at 6%; with 50% employer match about $83,136 at 4% or $55,424 at 6%; with 100% employer match about $62,352 at 4% or $41,568 at 6%.
Clemente Zulueta Employees Savings Trust-7$518,729$34,917$4,988iApproximate average salary by contribution assumption: employee only about $124,704 at 4% or $83,136 at 6%; with 50% employer match about $83,136 at 4% or $55,424 at 6%; with 100% employer match about $62,352 at 4% or $41,568 at 6%.
201218$405,025$37,650$4,706iApproximate average salary by contribution assumption: employee only about $117,656 at 4% or $78,438 at 6%; with 50% employer match about $78,438 at 4% or $52,292 at 6%; with 100% employer match about $58,828 at 4% or $39,219 at 6%.
Clemente Zulueta Employees Savings Trust-8$405,025$37,650$4,706iApproximate average salary by contribution assumption: employee only about $117,656 at 4% or $78,438 at 6%; with 50% employer match about $78,438 at 4% or $52,292 at 6%; with 100% employer match about $58,828 at 4% or $39,219 at 6%.
201118$331,284$56,200$7,025iApproximate average salary by contribution assumption: employee only about $175,625 at 4% or $117,083 at 6%; with 50% employer match about $117,083 at 4% or $78,056 at 6%; with 100% employer match about $87,813 at 4% or $58,542 at 6%.
Clemente Zulueta Employees Savings Trust-8$331,284$56,200$7,025iApproximate average salary by contribution assumption: employee only about $175,625 at 4% or $117,083 at 6%; with 50% employer match about $117,083 at 4% or $78,056 at 6%; with 100% employer match about $87,813 at 4% or $58,542 at 6%.
201018$292,076$56,474$7,059iApproximate average salary by contribution assumption: employee only about $176,481 at 4% or $117,654 at 6%; with 50% employer match about $117,654 at 4% or $78,436 at 6%; with 100% employer match about $88,241 at 4% or $58,827 at 6%.
Clemente Zulueta Employees Savings Trust-8$292,076$56,474$7,059iApproximate average salary by contribution assumption: employee only about $176,481 at 4% or $117,654 at 6%; with 50% employer match about $117,654 at 4% or $78,436 at 6%; with 100% employer match about $88,241 at 4% or $58,827 at 6%.
200916$207,910$74,329$12,388iApproximate average salary by contribution assumption: employee only about $309,704 at 4% or $206,469 at 6%; with 50% employer match about $206,469 at 4% or $137,646 at 6%; with 100% employer match about $154,852 at 4% or $103,235 at 6%.
Clemente Zulueta Employees Savings Trust-6$207,910$74,329$12,388iApproximate average salary by contribution assumption: employee only about $309,704 at 4% or $206,469 at 6%; with 50% employer match about $206,469 at 4% or $137,646 at 6%; with 100% employer match about $154,852 at 4% or $103,235 at 6%.
200818$104,018$34,941$4,368iApproximate average salary by contribution assumption: employee only about $109,191 at 4% or $72,794 at 6%; with 50% employer match about $72,794 at 4% or $48,529 at 6%; with 100% employer match about $54,595 at 4% or $36,397 at 6%.
Clemente Zulueta Employees Savings Trust-8$104,018$34,941$4,368iApproximate average salary by contribution assumption: employee only about $109,191 at 4% or $72,794 at 6%; with 50% employer match about $72,794 at 4% or $48,529 at 6%; with 100% employer match about $54,595 at 4% or $36,397 at 6%.
200717$0$0-
Clemente Zulueta Employees Savings Trust-7---
200616$65,673$64,752$10,792iApproximate average salary by contribution assumption: employee only about $269,800 at 4% or $179,867 at 6%; with 50% employer match about $179,867 at 4% or $119,911 at 6%; with 100% employer match about $134,900 at 4% or $89,933 at 6%.
Clemente Zulueta Employees Savings Trust-6$65,673$64,752$10,792iApproximate average salary by contribution assumption: employee only about $269,800 at 4% or $179,867 at 6%; with 50% employer match about $179,867 at 4% or $119,911 at 6%; with 100% employer match about $134,900 at 4% or $89,933 at 6%.