Civic Intelligence

Zeppos & Associates Incorporated

Plan context: Zeppos & Associates Incorporated 401K Profit-Sharing Plan

EIN 39-1791723 • Milwaukee, WI • 12 filings • 3 plans

400 East Mason St, Ste 200Milwaukee, WI 53202-3703
Current Snapshot

Latest Year

2011

2011 Participants

11

2011 Assets

$1,111,857

2011 Contributions

$37,066

Historical Graphs

Total Assets Over Time

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

$1,111,857$555,929$0199920052010YearValue
$1,111,857Latest year 2010

Participants Over Time

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

1470199920052010YearValue
11Latest year 2010

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
201110$0$37,066-
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-0$0$37,066-
2010111$1,111,857$72,648$6,604iApproximate average salary by contribution assumption: employee only about $165,109 at 4% or $110,073 at 6%; with 50% employer match about $110,073 at 4% or $73,382 at 6%; with 100% employer match about $82,555 at 4% or $55,036 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-11$1,111,857$72,648$6,604iApproximate average salary by contribution assumption: employee only about $165,109 at 4% or $110,073 at 6%; with 50% employer match about $110,073 at 4% or $73,382 at 6%; with 100% employer match about $82,555 at 4% or $55,036 at 6%.
2009112$1,027,763$85,513$7,126iApproximate average salary by contribution assumption: employee only about $178,152 at 4% or $118,768 at 6%; with 50% employer match about $118,768 at 4% or $79,179 at 6%; with 100% employer match about $89,076 at 4% or $59,384 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-12$1,027,763$85,513$7,126iApproximate average salary by contribution assumption: employee only about $178,152 at 4% or $118,768 at 6%; with 50% employer match about $118,768 at 4% or $79,179 at 6%; with 100% employer match about $89,076 at 4% or $59,384 at 6%.
2008112$763,161$85,402$7,117iApproximate average salary by contribution assumption: employee only about $177,921 at 4% or $118,614 at 6%; with 50% employer match about $118,614 at 4% or $79,076 at 6%; with 100% employer match about $88,960 at 4% or $59,307 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-12$763,161$85,402$7,117iApproximate average salary by contribution assumption: employee only about $177,921 at 4% or $118,614 at 6%; with 50% employer match about $118,614 at 4% or $79,076 at 6%; with 100% employer match about $88,960 at 4% or $59,307 at 6%.
2007112$0$0-
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-12---
2006111$803,645$92,503$8,409iApproximate average salary by contribution assumption: employee only about $210,234 at 4% or $140,156 at 6%; with 50% employer match about $140,156 at 4% or $93,437 at 6%; with 100% employer match about $105,117 at 4% or $70,078 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-11$803,645$92,503$8,409iApproximate average salary by contribution assumption: employee only about $210,234 at 4% or $140,156 at 6%; with 50% employer match about $140,156 at 4% or $93,437 at 6%; with 100% employer match about $105,117 at 4% or $70,078 at 6%.
2005111$659,557$83,964$7,633iApproximate average salary by contribution assumption: employee only about $190,827 at 4% or $127,218 at 6%; with 50% employer match about $127,218 at 4% or $84,812 at 6%; with 100% employer match about $95,414 at 4% or $63,609 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-11$659,557$83,964$7,633iApproximate average salary by contribution assumption: employee only about $190,827 at 4% or $127,218 at 6%; with 50% employer match about $127,218 at 4% or $84,812 at 6%; with 100% employer match about $95,414 at 4% or $63,609 at 6%.
2004110$552,000$76,886$7,689iApproximate average salary by contribution assumption: employee only about $192,215 at 4% or $128,143 at 6%; with 50% employer match about $128,143 at 4% or $85,429 at 6%; with 100% employer match about $96,108 at 4% or $64,072 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-10$552,000$76,886$7,689iApproximate average salary by contribution assumption: employee only about $192,215 at 4% or $128,143 at 6%; with 50% employer match about $128,143 at 4% or $85,429 at 6%; with 100% employer match about $96,108 at 4% or $64,072 at 6%.
2003114$443,216$80,857$5,776iApproximate average salary by contribution assumption: employee only about $144,388 at 4% or $96,258 at 6%; with 50% employer match about $96,258 at 4% or $64,172 at 6%; with 100% employer match about $72,194 at 4% or $48,129 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-14$443,216$80,857$5,776iApproximate average salary by contribution assumption: employee only about $144,388 at 4% or $96,258 at 6%; with 50% employer match about $96,258 at 4% or $64,172 at 6%; with 100% employer match about $72,194 at 4% or $48,129 at 6%.
2001112$0$0-
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-12---
2000111$224,970$58,969$5,361iApproximate average salary by contribution assumption: employee only about $134,020 at 4% or $89,347 at 6%; with 50% employer match about $89,347 at 4% or $59,565 at 6%; with 100% employer match about $67,010 at 4% or $44,673 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-11$224,970$58,969$5,361iApproximate average salary by contribution assumption: employee only about $134,020 at 4% or $89,347 at 6%; with 50% employer match about $89,347 at 4% or $59,565 at 6%; with 100% employer match about $67,010 at 4% or $44,673 at 6%.
1999111$202,608$42,406$3,855iApproximate average salary by contribution assumption: employee only about $96,377 at 4% or $64,252 at 6%; with 50% employer match about $64,252 at 4% or $42,834 at 6%; with 100% employer match about $48,189 at 4% or $32,126 at 6%.
Zeppos & Associates Incorporated 401K Profit-Sharing Plan-11$202,608$42,406$3,855iApproximate average salary by contribution assumption: employee only about $96,377 at 4% or $64,252 at 6%; with 50% employer match about $64,252 at 4% or $42,834 at 6%; with 100% employer match about $48,189 at 4% or $32,126 at 6%.