Civic Intelligence

Fitzpatrick, Zimmerman & Rose Co. Lpa

Plan context: Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan

EIN 34-1094182 • New Philadelphia, OH • 26 filings • 3 plans

140 Fair NWPO Box 1014New Philadelphia, OH 44663-2646
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,601,232

2025 Contributions

$95,605

Historical Graphs

Total Assets Over Time

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

$3,625,469$1,812,735$0199920142025YearValue
$1,601,232Latest year 2025

Participants Over Time

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

31160199920132025YearValue
14Latest year 2025

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
2025114$1,601,232$95,605$6,829iApproximate average salary by contribution assumption: employee only about $170,723 at 4% or $113,815 at 6%; with 50% employer match about $113,815 at 4% or $75,877 at 6%; with 100% employer match about $85,362 at 4% or $56,908 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-14$1,601,232$95,605$6,829iApproximate average salary by contribution assumption: employee only about $170,723 at 4% or $113,815 at 6%; with 50% employer match about $113,815 at 4% or $75,877 at 6%; with 100% employer match about $85,362 at 4% or $56,908 at 6%.
2024114$1,323,543$51,798$3,700iApproximate average salary by contribution assumption: employee only about $92,496 at 4% or $61,664 at 6%; with 50% employer match about $61,664 at 4% or $41,110 at 6%; with 100% employer match about $46,248 at 4% or $30,832 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-14$1,323,543$51,798$3,700iApproximate average salary by contribution assumption: employee only about $92,496 at 4% or $61,664 at 6%; with 50% employer match about $61,664 at 4% or $41,110 at 6%; with 100% employer match about $46,248 at 4% or $30,832 at 6%.
2023114$1,220,376$97,738$6,981iApproximate average salary by contribution assumption: employee only about $174,532 at 4% or $116,355 at 6%; with 50% employer match about $116,355 at 4% or $77,570 at 6%; with 100% employer match about $87,266 at 4% or $58,177 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-14$1,220,376$97,738$6,981iApproximate average salary by contribution assumption: employee only about $174,532 at 4% or $116,355 at 6%; with 50% employer match about $116,355 at 4% or $77,570 at 6%; with 100% employer match about $87,266 at 4% or $58,177 at 6%.
2022114$966,528$48,652$3,475iApproximate average salary by contribution assumption: employee only about $86,879 at 4% or $57,919 at 6%; with 50% employer match about $57,919 at 4% or $38,613 at 6%; with 100% employer match about $43,439 at 4% or $28,960 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-14$966,528$48,652$3,475iApproximate average salary by contribution assumption: employee only about $86,879 at 4% or $57,919 at 6%; with 50% employer match about $57,919 at 4% or $38,613 at 6%; with 100% employer match about $43,439 at 4% or $28,960 at 6%.
2021113$1,231,778$81,560$6,274iApproximate average salary by contribution assumption: employee only about $156,846 at 4% or $104,564 at 6%; with 50% employer match about $104,564 at 4% or $69,709 at 6%; with 100% employer match about $78,423 at 4% or $52,282 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-13$1,231,778$81,560$6,274iApproximate average salary by contribution assumption: employee only about $156,846 at 4% or $104,564 at 6%; with 50% employer match about $104,564 at 4% or $69,709 at 6%; with 100% employer match about $78,423 at 4% or $52,282 at 6%.
2020114$1,013,720$38,875$2,777iApproximate average salary by contribution assumption: employee only about $69,420 at 4% or $46,280 at 6%; with 50% employer match about $46,280 at 4% or $30,853 at 6%; with 100% employer match about $34,710 at 4% or $23,140 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-14$1,013,720$38,875$2,777iApproximate average salary by contribution assumption: employee only about $69,420 at 4% or $46,280 at 6%; with 50% employer match about $46,280 at 4% or $30,853 at 6%; with 100% employer match about $34,710 at 4% or $23,140 at 6%.
2019114$2,520,052$244,306$17,450iApproximate average salary by contribution assumption: employee only about $436,261 at 4% or $290,840 at 6%; with 50% employer match about $290,840 at 4% or $193,894 at 6%; with 100% employer match about $218,130 at 4% or $145,420 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-14$2,520,052$244,306$17,450iApproximate average salary by contribution assumption: employee only about $436,261 at 4% or $290,840 at 6%; with 50% employer match about $290,840 at 4% or $193,894 at 6%; with 100% employer match about $218,130 at 4% or $145,420 at 6%.
2018119$1,896,307$78,465$4,130iApproximate average salary by contribution assumption: employee only about $103,243 at 4% or $68,829 at 6%; with 50% employer match about $68,829 at 4% or $45,886 at 6%; with 100% employer match about $51,622 at 4% or $34,414 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-19$1,896,307$78,465$4,130iApproximate average salary by contribution assumption: employee only about $103,243 at 4% or $68,829 at 6%; with 50% employer match about $68,829 at 4% or $45,886 at 6%; with 100% employer match about $51,622 at 4% or $34,414 at 6%.
2017119$3,625,469$108,582$5,715iApproximate average salary by contribution assumption: employee only about $142,871 at 4% or $95,247 at 6%; with 50% employer match about $95,247 at 4% or $63,498 at 6%; with 100% employer match about $71,436 at 4% or $47,624 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-19$3,625,469$108,582$5,715iApproximate average salary by contribution assumption: employee only about $142,871 at 4% or $95,247 at 6%; with 50% employer match about $95,247 at 4% or $63,498 at 6%; with 100% employer match about $71,436 at 4% or $47,624 at 6%.
2016127$3,195,944$103,897$3,848iApproximate average salary by contribution assumption: employee only about $96,201 at 4% or $64,134 at 6%; with 50% employer match about $64,134 at 4% or $42,756 at 6%; with 100% employer match about $48,100 at 4% or $32,067 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-27$3,195,944$103,897$3,848iApproximate average salary by contribution assumption: employee only about $96,201 at 4% or $64,134 at 6%; with 50% employer match about $64,134 at 4% or $42,756 at 6%; with 100% employer match about $48,100 at 4% or $32,067 at 6%.
2015128$3,060,715$54,599$1,950iApproximate average salary by contribution assumption: employee only about $48,749 at 4% or $32,499 at 6%; with 50% employer match about $32,499 at 4% or $21,666 at 6%; with 100% employer match about $24,375 at 4% or $16,250 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-28$3,060,715$54,599$1,950iApproximate average salary by contribution assumption: employee only about $48,749 at 4% or $32,499 at 6%; with 50% employer match about $32,499 at 4% or $21,666 at 6%; with 100% employer match about $24,375 at 4% or $16,250 at 6%.
2014128$3,144,434$135,846$4,852iApproximate average salary by contribution assumption: employee only about $121,291 at 4% or $80,861 at 6%; with 50% employer match about $80,861 at 4% or $53,907 at 6%; with 100% employer match about $60,646 at 4% or $40,430 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-28$3,144,434$135,846$4,852iApproximate average salary by contribution assumption: employee only about $121,291 at 4% or $80,861 at 6%; with 50% employer match about $80,861 at 4% or $53,907 at 6%; with 100% employer match about $60,646 at 4% or $40,430 at 6%.
2013129$2,957,257$114,969$3,964iApproximate average salary by contribution assumption: employee only about $99,111 at 4% or $66,074 at 6%; with 50% employer match about $66,074 at 4% or $44,049 at 6%; with 100% employer match about $49,556 at 4% or $33,037 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-29$2,957,257$114,969$3,964iApproximate average salary by contribution assumption: employee only about $99,111 at 4% or $66,074 at 6%; with 50% employer match about $66,074 at 4% or $44,049 at 6%; with 100% employer match about $49,556 at 4% or $33,037 at 6%.
2012131$2,397,605$118,099$3,810iApproximate average salary by contribution assumption: employee only about $95,241 at 4% or $63,494 at 6%; with 50% employer match about $63,494 at 4% or $42,329 at 6%; with 100% employer match about $47,621 at 4% or $31,747 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-31$2,397,605$118,099$3,810iApproximate average salary by contribution assumption: employee only about $95,241 at 4% or $63,494 at 6%; with 50% employer match about $63,494 at 4% or $42,329 at 6%; with 100% employer match about $47,621 at 4% or $31,747 at 6%.
2011130$2,107,829$107,030$3,568iApproximate average salary by contribution assumption: employee only about $89,192 at 4% or $59,461 at 6%; with 50% employer match about $59,461 at 4% or $39,641 at 6%; with 100% employer match about $44,596 at 4% or $29,731 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-30$2,107,829$107,030$3,568iApproximate average salary by contribution assumption: employee only about $89,192 at 4% or $59,461 at 6%; with 50% employer match about $59,461 at 4% or $39,641 at 6%; with 100% employer match about $44,596 at 4% or $29,731 at 6%.
2010129$2,215,395$114,459$3,947iApproximate average salary by contribution assumption: employee only about $98,672 at 4% or $65,781 at 6%; with 50% employer match about $65,781 at 4% or $43,854 at 6%; with 100% employer match about $49,336 at 4% or $32,891 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-29$2,215,395$114,459$3,947iApproximate average salary by contribution assumption: employee only about $98,672 at 4% or $65,781 at 6%; with 50% employer match about $65,781 at 4% or $43,854 at 6%; with 100% employer match about $49,336 at 4% or $32,891 at 6%.
2009129$1,895,161$106,660$3,678iApproximate average salary by contribution assumption: employee only about $91,948 at 4% or $61,299 at 6%; with 50% employer match about $61,299 at 4% or $40,866 at 6%; with 100% employer match about $45,974 at 4% or $30,649 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-29$1,895,161$106,660$3,678iApproximate average salary by contribution assumption: employee only about $91,948 at 4% or $61,299 at 6%; with 50% employer match about $61,299 at 4% or $40,866 at 6%; with 100% employer match about $45,974 at 4% or $30,649 at 6%.
2008123$1,504,237$79,989$3,478iApproximate average salary by contribution assumption: employee only about $86,945 at 4% or $57,963 at 6%; with 50% employer match about $57,963 at 4% or $38,642 at 6%; with 100% employer match about $43,472 at 4% or $28,982 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-23$1,504,237$79,989$3,478iApproximate average salary by contribution assumption: employee only about $86,945 at 4% or $57,963 at 6%; with 50% employer match about $57,963 at 4% or $38,642 at 6%; with 100% employer match about $43,472 at 4% or $28,982 at 6%.
2007120$0$0-
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-20---
2006118$1,953,775$142,741$7,930iApproximate average salary by contribution assumption: employee only about $198,251 at 4% or $132,168 at 6%; with 50% employer match about $132,168 at 4% or $88,112 at 6%; with 100% employer match about $99,126 at 4% or $66,084 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-18$1,953,775$142,741$7,930iApproximate average salary by contribution assumption: employee only about $198,251 at 4% or $132,168 at 6%; with 50% employer match about $132,168 at 4% or $88,112 at 6%; with 100% employer match about $99,126 at 4% or $66,084 at 6%.
2005120$1,961,352$150,570$7,529iApproximate average salary by contribution assumption: employee only about $188,213 at 4% or $125,475 at 6%; with 50% employer match about $125,475 at 4% or $83,650 at 6%; with 100% employer match about $94,106 at 4% or $62,738 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-20$1,961,352$150,570$7,529iApproximate average salary by contribution assumption: employee only about $188,213 at 4% or $125,475 at 6%; with 50% employer match about $125,475 at 4% or $83,650 at 6%; with 100% employer match about $94,106 at 4% or $62,738 at 6%.
2004122$1,752,443$166,361$7,562iApproximate average salary by contribution assumption: employee only about $189,047 at 4% or $126,031 at 6%; with 50% employer match about $126,031 at 4% or $84,021 at 6%; with 100% employer match about $94,523 at 4% or $63,016 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-22$1,752,443$166,361$7,562iApproximate average salary by contribution assumption: employee only about $189,047 at 4% or $126,031 at 6%; with 50% employer match about $126,031 at 4% or $84,021 at 6%; with 100% employer match about $94,523 at 4% or $63,016 at 6%.
2003121$1,444,043$166,041$7,907iApproximate average salary by contribution assumption: employee only about $197,668 at 4% or $131,779 at 6%; with 50% employer match about $131,779 at 4% or $87,852 at 6%; with 100% employer match about $98,834 at 4% or $65,889 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-21$1,444,043$166,041$7,907iApproximate average salary by contribution assumption: employee only about $197,668 at 4% or $131,779 at 6%; with 50% employer match about $131,779 at 4% or $87,852 at 6%; with 100% employer match about $98,834 at 4% or $65,889 at 6%.
2002123$1,154,985$155,572$6,764iApproximate average salary by contribution assumption: employee only about $169,100 at 4% or $112,733 at 6%; with 50% employer match about $112,733 at 4% or $75,156 at 6%; with 100% employer match about $84,550 at 4% or $56,367 at 6%.
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-23$1,154,985$155,572$6,764iApproximate average salary by contribution assumption: employee only about $169,100 at 4% or $112,733 at 6%; with 50% employer match about $112,733 at 4% or $75,156 at 6%; with 100% employer match about $84,550 at 4% or $56,367 at 6%.
2001119$0$0-
Fitzpatrick, Zimmerman & Rose Co. Lpa 401(K) Plan-19---
1999125$1,236,903$78,750$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.
Fitzpatrick, Zimmerman and Rose Co., Lpa Profit Sharing Plan-25$1,236,903$78,750$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.