Civic Intelligence

The Zimmerman Group

Plan context: The Zimmerman Group 401K Plan

EIN 41-1500347 • Excelsior, MN • 23 filings • 3 plans

2745 Shadywood RdExcelsior, MN 55331
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$1,071,791

2021 Contributions

$9,204

Historical Graphs

Total Assets Over Time

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

$1,761,849$880,925$0199920102020YearValue
$1,071,791Latest year 2020

Participants Over Time

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

1050199920102020YearValue
10Latest year 2020

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
202110$0$9,204-
The Zimmerman Group 401K Plan-0$0$9,204-
2020110$1,071,791$14,648$1,465iApproximate average salary by contribution assumption: employee only about $36,620 at 4% or $24,413 at 6%; with 50% employer match about $24,413 at 4% or $16,276 at 6%; with 100% employer match about $18,310 at 4% or $12,207 at 6%.
The Zimmerman Group 401K Plan-10$1,071,791$14,648$1,465iApproximate average salary by contribution assumption: employee only about $36,620 at 4% or $24,413 at 6%; with 50% employer match about $24,413 at 4% or $16,276 at 6%; with 100% employer match about $18,310 at 4% or $12,207 at 6%.
2019110$1,117,502$47,759$4,776iApproximate average salary by contribution assumption: employee only about $119,397 at 4% or $79,598 at 6%; with 50% employer match about $79,598 at 4% or $53,066 at 6%; with 100% employer match about $59,699 at 4% or $39,799 at 6%.
The Zimmerman Group 401K Plan-10$1,117,502$47,759$4,776iApproximate average salary by contribution assumption: employee only about $119,397 at 4% or $79,598 at 6%; with 50% employer match about $79,598 at 4% or $53,066 at 6%; with 100% employer match about $59,699 at 4% or $39,799 at 6%.
201818$910,077$75,478$9,435iApproximate average salary by contribution assumption: employee only about $235,869 at 4% or $157,246 at 6%; with 50% employer match about $157,246 at 4% or $104,831 at 6%; with 100% employer match about $117,934 at 4% or $78,623 at 6%.
The Zimmerman Group 401K Plan-8$910,077$75,478$9,435iApproximate average salary by contribution assumption: employee only about $235,869 at 4% or $157,246 at 6%; with 50% employer match about $157,246 at 4% or $104,831 at 6%; with 100% employer match about $117,934 at 4% or $78,623 at 6%.
201719$1,761,849$78,119$8,680iApproximate average salary by contribution assumption: employee only about $216,997 at 4% or $144,665 at 6%; with 50% employer match about $144,665 at 4% or $96,443 at 6%; with 100% employer match about $108,499 at 4% or $72,332 at 6%.
The Zimmerman Group 401K Plan-9$1,761,849$78,119$8,680iApproximate average salary by contribution assumption: employee only about $216,997 at 4% or $144,665 at 6%; with 50% employer match about $144,665 at 4% or $96,443 at 6%; with 100% employer match about $108,499 at 4% or $72,332 at 6%.
201619$1,555,207$78,158$8,684iApproximate average salary by contribution assumption: employee only about $217,106 at 4% or $144,737 at 6%; with 50% employer match about $144,737 at 4% or $96,491 at 6%; with 100% employer match about $108,553 at 4% or $72,369 at 6%.
The Zimmerman Group 401K Plan-9$1,555,207$78,158$8,684iApproximate average salary by contribution assumption: employee only about $217,106 at 4% or $144,737 at 6%; with 50% employer match about $144,737 at 4% or $96,491 at 6%; with 100% employer match about $108,553 at 4% or $72,369 at 6%.
201517$1,358,545$164,331$23,476iApproximate average salary by contribution assumption: employee only about $586,896 at 4% or $391,264 at 6%; with 50% employer match about $391,264 at 4% or $260,843 at 6%; with 100% employer match about $293,448 at 4% or $195,632 at 6%.
The Zimmerman Group 401K Plan-7$1,358,545$164,331$23,476iApproximate average salary by contribution assumption: employee only about $586,896 at 4% or $391,264 at 6%; with 50% employer match about $391,264 at 4% or $260,843 at 6%; with 100% employer match about $293,448 at 4% or $195,632 at 6%.
201413$1,227,883$34,556$11,519iApproximate average salary by contribution assumption: employee only about $287,967 at 4% or $191,978 at 6%; with 50% employer match about $191,978 at 4% or $127,985 at 6%; with 100% employer match about $143,983 at 4% or $95,989 at 6%.
The Zimmerman Group 401K Plan-3$1,227,883$34,556$11,519iApproximate average salary by contribution assumption: employee only about $287,967 at 4% or $191,978 at 6%; with 50% employer match about $191,978 at 4% or $127,985 at 6%; with 100% employer match about $143,983 at 4% or $95,989 at 6%.
201315$1,289,652$41,054$8,211iApproximate average salary by contribution assumption: employee only about $205,270 at 4% or $136,847 at 6%; with 50% employer match about $136,847 at 4% or $91,231 at 6%; with 100% employer match about $102,635 at 4% or $68,423 at 6%.
The Zimmerman Group 401K Plan-5$1,289,652$41,054$8,211iApproximate average salary by contribution assumption: employee only about $205,270 at 4% or $136,847 at 6%; with 50% employer match about $136,847 at 4% or $91,231 at 6%; with 100% employer match about $102,635 at 4% or $68,423 at 6%.
201215$1,022,202$42,331$8,466iApproximate average salary by contribution assumption: employee only about $211,655 at 4% or $141,103 at 6%; with 50% employer match about $141,103 at 4% or $94,069 at 6%; with 100% employer match about $105,828 at 4% or $70,552 at 6%.
The Zimmerman Group 401K Plan-5$1,022,202$42,331$8,466iApproximate average salary by contribution assumption: employee only about $211,655 at 4% or $141,103 at 6%; with 50% employer match about $141,103 at 4% or $94,069 at 6%; with 100% employer match about $105,828 at 4% or $70,552 at 6%.
201115$857,659$36,687$7,337iApproximate average salary by contribution assumption: employee only about $183,435 at 4% or $122,290 at 6%; with 50% employer match about $122,290 at 4% or $81,527 at 6%; with 100% employer match about $91,718 at 4% or $61,145 at 6%.
The Zimmerman Group 401K Plan-5$857,659$36,687$7,337iApproximate average salary by contribution assumption: employee only about $183,435 at 4% or $122,290 at 6%; with 50% employer match about $122,290 at 4% or $81,527 at 6%; with 100% employer match about $91,718 at 4% or $61,145 at 6%.
201015$850,883$37,904$7,581iApproximate average salary by contribution assumption: employee only about $189,520 at 4% or $126,347 at 6%; with 50% employer match about $126,347 at 4% or $84,231 at 6%; with 100% employer match about $94,760 at 4% or $63,173 at 6%.
The Zimmerman Group 401K Plan-5$850,883$37,904$7,581iApproximate average salary by contribution assumption: employee only about $189,520 at 4% or $126,347 at 6%; with 50% employer match about $126,347 at 4% or $84,231 at 6%; with 100% employer match about $94,760 at 4% or $63,173 at 6%.
200915$707,210$44,588$8,918iApproximate average salary by contribution assumption: employee only about $222,940 at 4% or $148,627 at 6%; with 50% employer match about $148,627 at 4% or $99,084 at 6%; with 100% employer match about $111,470 at 4% or $74,313 at 6%.
The Zimmerman Group 401K Plan-5$707,210$44,588$8,918iApproximate average salary by contribution assumption: employee only about $222,940 at 4% or $148,627 at 6%; with 50% employer match about $148,627 at 4% or $99,084 at 6%; with 100% employer match about $111,470 at 4% or $74,313 at 6%.
200815$511,218$45,641$9,128iApproximate average salary by contribution assumption: employee only about $228,205 at 4% or $152,137 at 6%; with 50% employer match about $152,137 at 4% or $101,424 at 6%; with 100% employer match about $114,103 at 4% or $76,068 at 6%.
The Zimmerman Group 401K Plan-5$511,218$45,641$9,128iApproximate average salary by contribution assumption: employee only about $228,205 at 4% or $152,137 at 6%; with 50% employer match about $152,137 at 4% or $101,424 at 6%; with 100% employer match about $114,103 at 4% or $76,068 at 6%.
200715$755,994$70,118$14,024iApproximate average salary by contribution assumption: employee only about $350,590 at 4% or $233,727 at 6%; with 50% employer match about $233,727 at 4% or $155,818 at 6%; with 100% employer match about $175,295 at 4% or $116,863 at 6%.
The Zimmerman Group 401K Plan-5$755,994$70,118$14,024iApproximate average salary by contribution assumption: employee only about $350,590 at 4% or $233,727 at 6%; with 50% employer match about $233,727 at 4% or $155,818 at 6%; with 100% employer match about $175,295 at 4% or $116,863 at 6%.
200615$653,686$66,493$13,299iApproximate average salary by contribution assumption: employee only about $332,465 at 4% or $221,643 at 6%; with 50% employer match about $221,643 at 4% or $147,762 at 6%; with 100% employer match about $166,233 at 4% or $110,822 at 6%.
The Zimmerman Group 401K Plan-5$653,686$66,493$13,299iApproximate average salary by contribution assumption: employee only about $332,465 at 4% or $221,643 at 6%; with 50% employer match about $221,643 at 4% or $147,762 at 6%; with 100% employer match about $166,233 at 4% or $110,822 at 6%.
200515$525,521$72,325$14,465iApproximate average salary by contribution assumption: employee only about $361,625 at 4% or $241,083 at 6%; with 50% employer match about $241,083 at 4% or $160,722 at 6%; with 100% employer match about $180,813 at 4% or $120,542 at 6%.
The Zimmerman Group 401K Plan-5$525,521$72,325$14,465iApproximate average salary by contribution assumption: employee only about $361,625 at 4% or $241,083 at 6%; with 50% employer match about $241,083 at 4% or $160,722 at 6%; with 100% employer match about $180,813 at 4% or $120,542 at 6%.
200415$430,789$84,451$16,890iApproximate average salary by contribution assumption: employee only about $422,255 at 4% or $281,503 at 6%; with 50% employer match about $281,503 at 4% or $187,669 at 6%; with 100% employer match about $211,128 at 4% or $140,752 at 6%.
The Zimmerman Group 401K Plan-5$430,789$84,451$16,890iApproximate average salary by contribution assumption: employee only about $422,255 at 4% or $281,503 at 6%; with 50% employer match about $281,503 at 4% or $187,669 at 6%; with 100% employer match about $211,128 at 4% or $140,752 at 6%.
200313$580,062$269,542$89,847iApproximate average salary by contribution assumption: employee only about $2,246,183 at 4% or $1,497,456 at 6%; with 50% employer match about $1,497,456 at 4% or $998,304 at 6%; with 100% employer match about $1,123,092 at 4% or $748,728 at 6%.
The Zimmerman Group 401K Plan-3$580,062$269,542$89,847iApproximate average salary by contribution assumption: employee only about $2,246,183 at 4% or $1,497,456 at 6%; with 50% employer match about $1,497,456 at 4% or $998,304 at 6%; with 100% employer match about $1,123,092 at 4% or $748,728 at 6%.
200214$223,599$47,583$11,896iApproximate average salary by contribution assumption: employee only about $297,394 at 4% or $198,263 at 6%; with 50% employer match about $198,263 at 4% or $132,175 at 6%; with 100% employer match about $148,697 at 4% or $99,131 at 6%.
The Zimmerman Group 401K Plan-4$223,599$47,583$11,896iApproximate average salary by contribution assumption: employee only about $297,394 at 4% or $198,263 at 6%; with 50% employer match about $198,263 at 4% or $132,175 at 6%; with 100% employer match about $148,697 at 4% or $99,131 at 6%.
200116$241,950$51,041$8,507iApproximate average salary by contribution assumption: employee only about $212,671 at 4% or $141,781 at 6%; with 50% employer match about $141,781 at 4% or $94,520 at 6%; with 100% employer match about $106,335 at 4% or $70,890 at 6%.
The Zimmerman Group 401K Plan-6$241,950$51,041$8,507iApproximate average salary by contribution assumption: employee only about $212,671 at 4% or $141,781 at 6%; with 50% employer match about $141,781 at 4% or $94,520 at 6%; with 100% employer match about $106,335 at 4% or $70,890 at 6%.
200014$252,114$47,705$11,926iApproximate average salary by contribution assumption: employee only about $298,156 at 4% or $198,771 at 6%; with 50% employer match about $198,771 at 4% or $132,514 at 6%; with 100% employer match about $149,078 at 4% or $99,385 at 6%.
The Zimmerman Group 401K Plan-4$252,114$47,705$11,926iApproximate average salary by contribution assumption: employee only about $298,156 at 4% or $198,771 at 6%; with 50% employer match about $198,771 at 4% or $132,514 at 6%; with 100% employer match about $149,078 at 4% or $99,385 at 6%.
199913$266,115$32,768$10,923iApproximate average salary by contribution assumption: employee only about $273,067 at 4% or $182,044 at 6%; with 50% employer match about $182,044 at 4% or $121,363 at 6%; with 100% employer match about $136,533 at 4% or $91,022 at 6%.
The Zimmerman Group 401K Plan-3$266,115$32,768$10,923iApproximate average salary by contribution assumption: employee only about $273,067 at 4% or $182,044 at 6%; with 50% employer match about $182,044 at 4% or $121,363 at 6%; with 100% employer match about $136,533 at 4% or $91,022 at 6%.