Jeffrey M Zwerdling Inc
Plan context: Jeffrey M Zwerdling Inc 401K Plan
EIN 54-0921506 • Richmond, VA • 27 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$3,376,448
2024 Contributions
$21,512
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 9 | $3,376,448 | $21,512 | $2,390iApproximate average salary by contribution assumption: employee only about $59,756 at 4% or $39,837 at 6%; with 50% employer match about $39,837 at 4% or $26,558 at 6%; with 100% employer match about $29,878 at 4% or $19,919 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 9 | $1,698,877 | $21,512 | $2,390iApproximate average salary by contribution assumption: employee only about $59,756 at 4% or $39,837 at 6%; with 50% employer match about $39,837 at 4% or $26,558 at 6%; with 100% employer match about $29,878 at 4% or $19,919 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 9 | $1,677,571 | - | - |
| 2023 | 1 | 9 | $1,746,587 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 9 | $1,746,587 | - | - |
| 2022 | 1 | 10 | $1,706,838 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 10 | $1,706,838 | $0 | - |
| 2021 | 1 | 10 | $1,579,509 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 10 | $1,579,509 | $0 | - |
| 2020 | 1 | 10 | $1,311,691 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 10 | $1,311,691 | $0 | - |
| 2019 | 1 | 10 | $2,035,369 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 10 | $2,035,369 | $0 | - |
| 2018 | 1 | 10 | $1,964,530 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 10 | $1,964,530 | $0 | - |
| 2017 | 1 | 10 | $2,160,065 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 10 | $2,160,065 | $0 | - |
| 2016 | 1 | 10 | $2,195,554 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 10 | $2,195,554 | $0 | - |
| 2015 | 1 | 11 | $1,945,376 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 11 | $1,945,376 | $0 | - |
| 2014 | 1 | 11 | $3,271,984 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 11 | $3,271,984 | $0 | - |
| 2013 | 1 | 12 | $4,247,739 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 12 | $4,247,739 | $0 | - |
| 2012 | 1 | 16 | $3,602,169 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 16 | $3,602,169 | - | - |
| 2011 | 1 | 14 | $2,823,773 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 14 | $2,823,773 | - | - |
| 2010 | 1 | 14 | $2,836,084 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 14 | $2,836,084 | $0 | - |
| 2009 | 1 | 13 | $2,363,297 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 13 | $2,363,297 | $0 | - |
| 2008 | 1 | 11 | $1,610,956 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 11 | $1,610,956 | - | - |
| 2007 | 1 | 15 | $2,685,742 | $8,000 | $533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 15 | $2,685,742 | $8,000 | $533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%. |
| 2006 | 1 | 14 | $2,947,635 | $10,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 14 | $2,947,635 | $10,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| 2005 | 1 | 13 | $2,351,728 | $15,000 | $1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 13 | $2,351,728 | $15,000 | $1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%. |
| 2004 | 1 | 14 | $2,268,566 | $10,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 14 | $2,268,566 | $10,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| 2003 | 1 | 12 | $2,259,244 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 12 | $2,259,244 | - | - |
| 2002 | 1 | 12 | $1,798,032 | $0 | - |
| Jeffrey M Zwerdling Inc 401K Plan | - | 12 | $1,798,032 | - | - |
| 2001 | 1 | 13 | $1,731,957 | $64,190 | $4,938iApproximate average salary by contribution assumption: employee only about $123,442 at 4% or $82,295 at 6%; with 50% employer match about $82,295 at 4% or $54,863 at 6%; with 100% employer match about $61,721 at 4% or $41,147 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 13 | $1,731,957 | $64,190 | $4,938iApproximate average salary by contribution assumption: employee only about $123,442 at 4% or $82,295 at 6%; with 50% employer match about $82,295 at 4% or $54,863 at 6%; with 100% employer match about $61,721 at 4% or $41,147 at 6%. |
| 2000 | 1 | 14 | $1,600,968 | $84,800 | $6,057iApproximate average salary by contribution assumption: employee only about $151,429 at 4% or $100,952 at 6%; with 50% employer match about $100,952 at 4% or $67,302 at 6%; with 100% employer match about $75,714 at 4% or $50,476 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 14 | $1,600,968 | $84,800 | $6,057iApproximate average salary by contribution assumption: employee only about $151,429 at 4% or $100,952 at 6%; with 50% employer match about $100,952 at 4% or $67,302 at 6%; with 100% employer match about $75,714 at 4% or $50,476 at 6%. |
| 1999 | 1 | 16 | $1,494,278 | $57,482 | $3,593iApproximate average salary by contribution assumption: employee only about $89,816 at 4% or $59,877 at 6%; with 50% employer match about $59,877 at 4% or $39,918 at 6%; with 100% employer match about $44,908 at 4% or $29,939 at 6%. |
| Jeffrey M Zwerdling Inc 401K Plan | - | 16 | $1,494,278 | $57,482 | $3,593iApproximate average salary by contribution assumption: employee only about $89,816 at 4% or $59,877 at 6%; with 50% employer match about $59,877 at 4% or $39,918 at 6%; with 100% employer match about $44,908 at 4% or $29,939 at 6%. |