Civic Intelligence

Harry David Zutz Insurance Inc.

Plan context: Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan

EIN 51-6076894 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

37

2007 Assets

$1,768,516

2007 Contributions

$45,833

Historical Graphs

Total Assets Over Time

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

$2,302,460$1,151,230$0199920032006YearValue
$1,768,516Latest year 2006

Participants Over Time

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

53270199920032006YearValue
37Latest year 2006

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
200710$0$0-
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-0---
2006137$1,768,516$0-
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-37$1,768,516--
2005141$1,745,744$45,833$1,118iApproximate average salary by contribution assumption: employee only about $27,947 at 4% or $18,631 at 6%; with 50% employer match about $18,631 at 4% or $12,421 at 6%; with 100% employer match about $13,973 at 4% or $9,316 at 6%.
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-41$1,745,744$45,833$1,118iApproximate average salary by contribution assumption: employee only about $27,947 at 4% or $18,631 at 6%; with 50% employer match about $18,631 at 4% or $12,421 at 6%; with 100% employer match about $13,973 at 4% or $9,316 at 6%.
2004141$1,728,688$75,000$1,829iApproximate average salary by contribution assumption: employee only about $45,732 at 4% or $30,488 at 6%; with 50% employer match about $30,488 at 4% or $20,325 at 6%; with 100% employer match about $22,866 at 4% or $15,244 at 6%.
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-41$1,728,688$75,000$1,829iApproximate average salary by contribution assumption: employee only about $45,732 at 4% or $30,488 at 6%; with 50% employer match about $30,488 at 4% or $20,325 at 6%; with 100% employer match about $22,866 at 4% or $15,244 at 6%.
2003138$1,620,756$50,000$1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-38$1,620,756$50,000$1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
2002139$1,203,871$50,000$1,282iApproximate average salary by contribution assumption: employee only about $32,051 at 4% or $21,368 at 6%; with 50% employer match about $21,368 at 4% or $14,245 at 6%; with 100% employer match about $16,026 at 4% or $10,684 at 6%.
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-39$1,203,871$50,000$1,282iApproximate average salary by contribution assumption: employee only about $32,051 at 4% or $21,368 at 6%; with 50% employer match about $21,368 at 4% or $14,245 at 6%; with 100% employer match about $16,026 at 4% or $10,684 at 6%.
2001136$0$0-
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-36---
2000153$1,548,676$0-
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-53$1,548,676--
1999139$2,302,460$10,000$256iApproximate average salary by contribution assumption: employee only about $6,410 at 4% or $4,274 at 6%; with 50% employer match about $4,274 at 4% or $2,849 at 6%; with 100% employer match about $3,205 at 4% or $2,137 at 6%.
Harry David Zutz Insurance Inc. and Affiliates Employees Stock Bonus/Profit Sharing Plan-39$2,302,460$10,000$256iApproximate average salary by contribution assumption: employee only about $6,410 at 4% or $4,274 at 6%; with 50% employer match about $4,274 at 4% or $2,849 at 6%; with 100% employer match about $3,205 at 4% or $2,137 at 6%.