Civic Intelligence

Tom Zosel Associates Ltd.

Plan context: Tom Zosel Associates Ltd. 401K Profit Sharing Plan

EIN 36-3540839 • Long Grove, IL • 16 filings • 1 plans

3880 Salem Lake Dr.Suite BLong Grove, IL 60047-5292
Current Snapshot

Latest Year

2014

2014 Participants

50

2014 Assets

$2,858,223

2014 Contributions

$221,605

Historical Graphs

Total Assets Over Time

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

$2,858,223$1,429,112$0199920062013YearValue
$2,858,223Latest year 2013

Participants Over Time

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

50250199920062013YearValue
50Latest year 2013

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
201410$0$0-
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-0---
2013150$2,858,223$221,605$4,432iApproximate average salary by contribution assumption: employee only about $110,803 at 4% or $73,868 at 6%; with 50% employer match about $73,868 at 4% or $49,246 at 6%; with 100% employer match about $55,401 at 4% or $36,934 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-50$2,858,223$221,605$4,432iApproximate average salary by contribution assumption: employee only about $110,803 at 4% or $73,868 at 6%; with 50% employer match about $73,868 at 4% or $49,246 at 6%; with 100% employer match about $55,401 at 4% or $36,934 at 6%.
2012127$2,352,961$203,702$7,545iApproximate average salary by contribution assumption: employee only about $188,613 at 4% or $125,742 at 6%; with 50% employer match about $125,742 at 4% or $83,828 at 6%; with 100% employer match about $94,306 at 4% or $62,871 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-27$2,352,961$203,702$7,545iApproximate average salary by contribution assumption: employee only about $188,613 at 4% or $125,742 at 6%; with 50% employer match about $125,742 at 4% or $83,828 at 6%; with 100% employer match about $94,306 at 4% or $62,871 at 6%.
2011128$2,136,827$239,880$8,567iApproximate average salary by contribution assumption: employee only about $214,179 at 4% or $142,786 at 6%; with 50% employer match about $142,786 at 4% or $95,190 at 6%; with 100% employer match about $107,089 at 4% or $71,393 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-28$2,136,827$239,880$8,567iApproximate average salary by contribution assumption: employee only about $214,179 at 4% or $142,786 at 6%; with 50% employer match about $142,786 at 4% or $95,190 at 6%; with 100% employer match about $107,089 at 4% or $71,393 at 6%.
2010135$2,486,760$288,555$8,244iApproximate average salary by contribution assumption: employee only about $206,111 at 4% or $137,407 at 6%; with 50% employer match about $137,407 at 4% or $91,605 at 6%; with 100% employer match about $103,055 at 4% or $68,704 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-35$2,486,760$288,555$8,244iApproximate average salary by contribution assumption: employee only about $206,111 at 4% or $137,407 at 6%; with 50% employer match about $137,407 at 4% or $91,605 at 6%; with 100% employer match about $103,055 at 4% or $68,704 at 6%.
2009132$1,975,766$268,822$8,401iApproximate average salary by contribution assumption: employee only about $210,017 at 4% or $140,011 at 6%; with 50% employer match about $140,011 at 4% or $93,341 at 6%; with 100% employer match about $105,009 at 4% or $70,006 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-32$1,975,766$268,822$8,401iApproximate average salary by contribution assumption: employee only about $210,017 at 4% or $140,011 at 6%; with 50% employer match about $140,011 at 4% or $93,341 at 6%; with 100% employer match about $105,009 at 4% or $70,006 at 6%.
2008136$1,380,911$220,549$6,126iApproximate average salary by contribution assumption: employee only about $153,159 at 4% or $102,106 at 6%; with 50% employer match about $102,106 at 4% or $68,071 at 6%; with 100% employer match about $76,580 at 4% or $51,053 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-36$1,380,911$220,549$6,126iApproximate average salary by contribution assumption: employee only about $153,159 at 4% or $102,106 at 6%; with 50% employer match about $102,106 at 4% or $68,071 at 6%; with 100% employer match about $76,580 at 4% or $51,053 at 6%.
2007127$0$0-
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-27---
2006130$1,754,726$215,593$7,186iApproximate average salary by contribution assumption: employee only about $179,661 at 4% or $119,774 at 6%; with 50% employer match about $119,774 at 4% or $79,849 at 6%; with 100% employer match about $89,830 at 4% or $59,887 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-30$1,754,726$215,593$7,186iApproximate average salary by contribution assumption: employee only about $179,661 at 4% or $119,774 at 6%; with 50% employer match about $119,774 at 4% or $79,849 at 6%; with 100% employer match about $89,830 at 4% or $59,887 at 6%.
2005123$1,413,276$209,073$9,090iApproximate average salary by contribution assumption: employee only about $227,253 at 4% or $151,502 at 6%; with 50% employer match about $151,502 at 4% or $101,001 at 6%; with 100% employer match about $113,627 at 4% or $75,751 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-23$1,413,276$209,073$9,090iApproximate average salary by contribution assumption: employee only about $227,253 at 4% or $151,502 at 6%; with 50% employer match about $151,502 at 4% or $101,001 at 6%; with 100% employer match about $113,627 at 4% or $75,751 at 6%.
2004127$1,088,983$194,163$7,191iApproximate average salary by contribution assumption: employee only about $179,781 at 4% or $119,854 at 6%; with 50% employer match about $119,854 at 4% or $79,902 at 6%; with 100% employer match about $89,890 at 4% or $59,927 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-27$1,088,983$194,163$7,191iApproximate average salary by contribution assumption: employee only about $179,781 at 4% or $119,854 at 6%; with 50% employer match about $119,854 at 4% or $79,902 at 6%; with 100% employer match about $89,890 at 4% or $59,927 at 6%.
2003122$786,550$148,973$6,772iApproximate average salary by contribution assumption: employee only about $169,288 at 4% or $112,858 at 6%; with 50% employer match about $112,858 at 4% or $75,239 at 6%; with 100% employer match about $84,644 at 4% or $56,429 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-22$786,550$148,973$6,772iApproximate average salary by contribution assumption: employee only about $169,288 at 4% or $112,858 at 6%; with 50% employer match about $112,858 at 4% or $75,239 at 6%; with 100% employer match about $84,644 at 4% or $56,429 at 6%.
2002124$499,924$141,732$5,906iApproximate average salary by contribution assumption: employee only about $147,638 at 4% or $98,425 at 6%; with 50% employer match about $98,425 at 4% or $65,617 at 6%; with 100% employer match about $73,819 at 4% or $49,213 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-24$499,924$141,732$5,906iApproximate average salary by contribution assumption: employee only about $147,638 at 4% or $98,425 at 6%; with 50% employer match about $98,425 at 4% or $65,617 at 6%; with 100% employer match about $73,819 at 4% or $49,213 at 6%.
2001119$0$0-
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-19---
2000118$379,749$105,731$5,874iApproximate average salary by contribution assumption: employee only about $146,849 at 4% or $97,899 at 6%; with 50% employer match about $97,899 at 4% or $65,266 at 6%; with 100% employer match about $73,424 at 4% or $48,950 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-18$379,749$105,731$5,874iApproximate average salary by contribution assumption: employee only about $146,849 at 4% or $97,899 at 6%; with 50% employer match about $97,899 at 4% or $65,266 at 6%; with 100% employer match about $73,424 at 4% or $48,950 at 6%.
1999120$305,225$69,832$3,492iApproximate average salary by contribution assumption: employee only about $87,290 at 4% or $58,193 at 6%; with 50% employer match about $58,193 at 4% or $38,796 at 6%; with 100% employer match about $43,645 at 4% or $29,097 at 6%.
Tom Zosel Associates Ltd. 401K Profit Sharing Plan-20$305,225$69,832$3,492iApproximate average salary by contribution assumption: employee only about $87,290 at 4% or $58,193 at 6%; with 50% employer match about $58,193 at 4% or $38,796 at 6%; with 100% employer match about $43,645 at 4% or $29,097 at 6%.