Civic Intelligence

Mallery & Zimmerman, S.C.

Plan context: Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust

EIN 39-1258053 • Wausau, WI • 24 filings • 6 plans

500 3rd Street Suite 800Wausau, WI 54403
Current Snapshot

Latest Year

2022

2022 Participants

42

2022 Assets

$13,460,543

2022 Contributions

$587,914

Historical Graphs

Total Assets Over Time

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

$24,307,954$12,153,977$0199920112021YearValue
$13,460,543Latest year 2021

Participants Over Time

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

67340199920102021YearValue
42Latest year 2021

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
202210$0-$130-
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-0$0-$130-
2021142$13,460,543$587,914$13,998iApproximate average salary by contribution assumption: employee only about $349,949 at 4% or $233,299 at 6%; with 50% employer match about $233,299 at 4% or $155,533 at 6%; with 100% employer match about $174,974 at 4% or $116,650 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-42$13,460,543$587,914$13,998iApproximate average salary by contribution assumption: employee only about $349,949 at 4% or $233,299 at 6%; with 50% employer match about $233,299 at 4% or $155,533 at 6%; with 100% employer match about $174,974 at 4% or $116,650 at 6%.
2020159$24,307,954$585,286$9,920iApproximate average salary by contribution assumption: employee only about $248,003 at 4% or $165,335 at 6%; with 50% employer match about $165,335 at 4% or $110,223 at 6%; with 100% employer match about $124,001 at 4% or $82,668 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-59$24,307,954$585,286$9,920iApproximate average salary by contribution assumption: employee only about $248,003 at 4% or $165,335 at 6%; with 50% employer match about $165,335 at 4% or $110,223 at 6%; with 100% employer match about $124,001 at 4% or $82,668 at 6%.
2019156$20,669,929$892,046$15,929iApproximate average salary by contribution assumption: employee only about $398,235 at 4% or $265,490 at 6%; with 50% employer match about $265,490 at 4% or $176,993 at 6%; with 100% employer match about $199,117 at 4% or $132,745 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-56$20,669,929$892,046$15,929iApproximate average salary by contribution assumption: employee only about $398,235 at 4% or $265,490 at 6%; with 50% employer match about $265,490 at 4% or $176,993 at 6%; with 100% employer match about $199,117 at 4% or $132,745 at 6%.
2018155$15,709,772$770,781$14,014iApproximate average salary by contribution assumption: employee only about $350,355 at 4% or $233,570 at 6%; with 50% employer match about $233,570 at 4% or $155,713 at 6%; with 100% employer match about $175,178 at 4% or $116,785 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-55$15,709,772$770,781$14,014iApproximate average salary by contribution assumption: employee only about $350,355 at 4% or $233,570 at 6%; with 50% employer match about $233,570 at 4% or $155,713 at 6%; with 100% employer match about $175,178 at 4% or $116,785 at 6%.
2017157$16,079,111$736,476$12,921iApproximate average salary by contribution assumption: employee only about $323,016 at 4% or $215,344 at 6%; with 50% employer match about $215,344 at 4% or $143,563 at 6%; with 100% employer match about $161,508 at 4% or $107,672 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-57$16,079,111$736,476$12,921iApproximate average salary by contribution assumption: employee only about $323,016 at 4% or $215,344 at 6%; with 50% employer match about $215,344 at 4% or $143,563 at 6%; with 100% employer match about $161,508 at 4% or $107,672 at 6%.
2016155$13,286,320$960,828$17,470iApproximate average salary by contribution assumption: employee only about $436,740 at 4% or $291,160 at 6%; with 50% employer match about $291,160 at 4% or $194,107 at 6%; with 100% employer match about $218,370 at 4% or $145,580 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-55$13,286,320$960,828$17,470iApproximate average salary by contribution assumption: employee only about $436,740 at 4% or $291,160 at 6%; with 50% employer match about $291,160 at 4% or $194,107 at 6%; with 100% employer match about $218,370 at 4% or $145,580 at 6%.
2015158$12,125,487$613,945$10,585iApproximate average salary by contribution assumption: employee only about $264,631 at 4% or $176,421 at 6%; with 50% employer match about $176,421 at 4% or $117,614 at 6%; with 100% employer match about $132,316 at 4% or $88,210 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-58$12,125,487$613,945$10,585iApproximate average salary by contribution assumption: employee only about $264,631 at 4% or $176,421 at 6%; with 50% employer match about $176,421 at 4% or $117,614 at 6%; with 100% employer match about $132,316 at 4% or $88,210 at 6%.
2014160$12,415,843$644,900$10,748iApproximate average salary by contribution assumption: employee only about $268,708 at 4% or $179,139 at 6%; with 50% employer match about $179,139 at 4% or $119,426 at 6%; with 100% employer match about $134,354 at 4% or $89,569 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-60$12,415,843$644,900$10,748iApproximate average salary by contribution assumption: employee only about $268,708 at 4% or $179,139 at 6%; with 50% employer match about $179,139 at 4% or $119,426 at 6%; with 100% employer match about $134,354 at 4% or $89,569 at 6%.
2013160$11,446,074$849,828$14,164iApproximate average salary by contribution assumption: employee only about $354,095 at 4% or $236,063 at 6%; with 50% employer match about $236,063 at 4% or $157,376 at 6%; with 100% employer match about $177,048 at 4% or $118,032 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-60$11,446,074$849,828$14,164iApproximate average salary by contribution assumption: employee only about $354,095 at 4% or $236,063 at 6%; with 50% employer match about $236,063 at 4% or $157,376 at 6%; with 100% employer match about $177,048 at 4% or $118,032 at 6%.
2012167$9,195,305$632,806$9,445iApproximate average salary by contribution assumption: employee only about $236,122 at 4% or $157,414 at 6%; with 50% employer match about $157,414 at 4% or $104,943 at 6%; with 100% employer match about $118,061 at 4% or $78,707 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-67$9,195,305$632,806$9,445iApproximate average salary by contribution assumption: employee only about $236,122 at 4% or $157,414 at 6%; with 50% employer match about $157,414 at 4% or $104,943 at 6%; with 100% employer match about $118,061 at 4% or $78,707 at 6%.
2011165$7,950,981$312,806$4,812iApproximate average salary by contribution assumption: employee only about $120,310 at 4% or $80,207 at 6%; with 50% employer match about $80,207 at 4% or $53,471 at 6%; with 100% employer match about $60,155 at 4% or $40,103 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-65$7,950,981$312,806$4,812iApproximate average salary by contribution assumption: employee only about $120,310 at 4% or $80,207 at 6%; with 50% employer match about $80,207 at 4% or $53,471 at 6%; with 100% employer match about $60,155 at 4% or $40,103 at 6%.
2010165$8,690,541$680,098$10,463iApproximate average salary by contribution assumption: employee only about $261,576 at 4% or $174,384 at 6%; with 50% employer match about $174,384 at 4% or $116,256 at 6%; with 100% employer match about $130,788 at 4% or $87,192 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-65$8,690,541$680,098$10,463iApproximate average salary by contribution assumption: employee only about $261,576 at 4% or $174,384 at 6%; with 50% employer match about $174,384 at 4% or $116,256 at 6%; with 100% employer match about $130,788 at 4% or $87,192 at 6%.
2009148$7,218,500$490,517$10,219iApproximate average salary by contribution assumption: employee only about $255,478 at 4% or $170,318 at 6%; with 50% employer match about $170,318 at 4% or $113,546 at 6%; with 100% employer match about $127,739 at 4% or $85,159 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-48$7,218,500$490,517$10,219iApproximate average salary by contribution assumption: employee only about $255,478 at 4% or $170,318 at 6%; with 50% employer match about $170,318 at 4% or $113,546 at 6%; with 100% employer match about $127,739 at 4% or $85,159 at 6%.
2008135$5,813,795$281,412$8,040iApproximate average salary by contribution assumption: employee only about $201,009 at 4% or $134,006 at 6%; with 50% employer match about $134,006 at 4% or $89,337 at 6%; with 100% employer match about $100,504 at 4% or $67,003 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-35$5,813,795$281,412$8,040iApproximate average salary by contribution assumption: employee only about $201,009 at 4% or $134,006 at 6%; with 50% employer match about $134,006 at 4% or $89,337 at 6%; with 100% employer match about $100,504 at 4% or $67,003 at 6%.
2007136$8,232,994$742,690$20,630iApproximate average salary by contribution assumption: employee only about $515,757 at 4% or $343,838 at 6%; with 50% employer match about $343,838 at 4% or $229,225 at 6%; with 100% employer match about $257,878 at 4% or $171,919 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-36$8,232,994$742,690$20,630iApproximate average salary by contribution assumption: employee only about $515,757 at 4% or $343,838 at 6%; with 50% employer match about $343,838 at 4% or $229,225 at 6%; with 100% employer match about $257,878 at 4% or $171,919 at 6%.
2006138$8,574,183$508,533$13,382iApproximate average salary by contribution assumption: employee only about $334,561 at 4% or $223,041 at 6%; with 50% employer match about $223,041 at 4% or $148,694 at 6%; with 100% employer match about $167,281 at 4% or $111,520 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-38$8,574,183$508,533$13,382iApproximate average salary by contribution assumption: employee only about $334,561 at 4% or $223,041 at 6%; with 50% employer match about $223,041 at 4% or $148,694 at 6%; with 100% employer match about $167,281 at 4% or $111,520 at 6%.
2005140$7,114,066$551,774$13,794iApproximate average salary by contribution assumption: employee only about $344,859 at 4% or $229,906 at 6%; with 50% employer match about $229,906 at 4% or $153,271 at 6%; with 100% employer match about $172,429 at 4% or $114,953 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-40$7,114,066$551,774$13,794iApproximate average salary by contribution assumption: employee only about $344,859 at 4% or $229,906 at 6%; with 50% employer match about $229,906 at 4% or $153,271 at 6%; with 100% employer match about $172,429 at 4% or $114,953 at 6%.
2004139$6,127,801$467,800$11,995iApproximate average salary by contribution assumption: employee only about $299,872 at 4% or $199,915 at 6%; with 50% employer match about $199,915 at 4% or $133,276 at 6%; with 100% employer match about $149,936 at 4% or $99,957 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-39$6,127,801$467,800$11,995iApproximate average salary by contribution assumption: employee only about $299,872 at 4% or $199,915 at 6%; with 50% employer match about $199,915 at 4% or $133,276 at 6%; with 100% employer match about $149,936 at 4% or $99,957 at 6%.
2003132$0$0-
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-32---
2002130$4,269,490$342,479$11,416iApproximate average salary by contribution assumption: employee only about $285,399 at 4% or $190,266 at 6%; with 50% employer match about $190,266 at 4% or $126,844 at 6%; with 100% employer match about $142,700 at 4% or $95,133 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-30$4,269,490$342,479$11,416iApproximate average salary by contribution assumption: employee only about $285,399 at 4% or $190,266 at 6%; with 50% employer match about $190,266 at 4% or $126,844 at 6%; with 100% employer match about $142,700 at 4% or $95,133 at 6%.
2001127$4,278,190$331,451$12,276iApproximate average salary by contribution assumption: employee only about $306,899 at 4% or $204,599 at 6%; with 50% employer match about $204,599 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-27$4,278,190$331,451$12,276iApproximate average salary by contribution assumption: employee only about $306,899 at 4% or $204,599 at 6%; with 50% employer match about $204,599 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%.
2000131$4,473,296$295,767$9,541iApproximate average salary by contribution assumption: employee only about $238,522 at 4% or $159,015 at 6%; with 50% employer match about $159,015 at 4% or $106,010 at 6%; with 100% employer match about $119,261 at 4% or $79,507 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-31$4,473,296$295,767$9,541iApproximate average salary by contribution assumption: employee only about $238,522 at 4% or $159,015 at 6%; with 50% employer match about $159,015 at 4% or $106,010 at 6%; with 100% employer match about $119,261 at 4% or $79,507 at 6%.
1999135$4,465,226$296,531$8,472iApproximate average salary by contribution assumption: employee only about $211,808 at 4% or $141,205 at 6%; with 50% employer match about $141,205 at 4% or $94,137 at 6%; with 100% employer match about $105,904 at 4% or $70,603 at 6%.
Mallery & Zimmerman, S.C. Profit Sharing Plan and Trust-35$4,465,226$296,531$8,472iApproximate average salary by contribution assumption: employee only about $211,808 at 4% or $141,205 at 6%; with 50% employer match about $141,205 at 4% or $94,137 at 6%; with 100% employer match about $105,904 at 4% or $70,603 at 6%.