Civic Intelligence

Zusman & Associates LLP

Plan context: Zusman & Associates LLP 401(K) Plan

EIN 54-2122432 • Ojai, CA • 13 filings • 5 plans

307 E. Ojai Avenue, Suite 200Ojai, CA 93023
Current Snapshot

Latest Year

2016

2016 Participants

12

2016 Assets

$1,022,164

2016 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,333,220$666,610$0200420102015YearValue
$1,022,164Latest year 2015

Participants Over Time

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

1370200420102015YearValue
12Latest year 2015

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
201610$0$0-
Zusman & Associates LLP 401(K) Plan-0$0--
2015112$1,022,164$30,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Zusman & Associates LLP 401(K) Plan-12$1,022,164$30,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2014113$1,230,283$32,081$2,468iApproximate average salary by contribution assumption: employee only about $61,694 at 4% or $41,129 at 6%; with 50% employer match about $41,129 at 4% or $27,420 at 6%; with 100% employer match about $30,847 at 4% or $20,565 at 6%.
Zusman & Associates LLP 401(K) Plan-13$1,230,283$32,081$2,468iApproximate average salary by contribution assumption: employee only about $61,694 at 4% or $41,129 at 6%; with 50% employer match about $41,129 at 4% or $27,420 at 6%; with 100% employer match about $30,847 at 4% or $20,565 at 6%.
2013113$1,197,646$77,324$5,948iApproximate average salary by contribution assumption: employee only about $148,700 at 4% or $99,133 at 6%; with 50% employer match about $99,133 at 4% or $66,089 at 6%; with 100% employer match about $74,350 at 4% or $49,567 at 6%.
Zusman & Associates LLP 401(K) Plan-13$1,197,646$77,324$5,948iApproximate average salary by contribution assumption: employee only about $148,700 at 4% or $99,133 at 6%; with 50% employer match about $99,133 at 4% or $66,089 at 6%; with 100% employer match about $74,350 at 4% or $49,567 at 6%.
2012112$904,048$56,193$4,683iApproximate average salary by contribution assumption: employee only about $117,069 at 4% or $78,046 at 6%; with 50% employer match about $78,046 at 4% or $52,031 at 6%; with 100% employer match about $58,534 at 4% or $39,023 at 6%.
Zusman & Associates LLP 401(K) Plan-12$904,048$56,193$4,683iApproximate average salary by contribution assumption: employee only about $117,069 at 4% or $78,046 at 6%; with 50% employer match about $78,046 at 4% or $52,031 at 6%; with 100% employer match about $58,534 at 4% or $39,023 at 6%.
2011113$755,020$63,481$4,883iApproximate average salary by contribution assumption: employee only about $122,079 at 4% or $81,386 at 6%; with 50% employer match about $81,386 at 4% or $54,257 at 6%; with 100% employer match about $61,039 at 4% or $40,693 at 6%.
Zusman & Associates LLP 401(K) Plan-13$755,020$63,481$4,883iApproximate average salary by contribution assumption: employee only about $122,079 at 4% or $81,386 at 6%; with 50% employer match about $81,386 at 4% or $54,257 at 6%; with 100% employer match about $61,039 at 4% or $40,693 at 6%.
2010113$718,869$38,242$2,942iApproximate average salary by contribution assumption: employee only about $73,542 at 4% or $49,028 at 6%; with 50% employer match about $49,028 at 4% or $32,685 at 6%; with 100% employer match about $36,771 at 4% or $24,514 at 6%.
Zusman & Associates LLP 401(K) Plan-13$718,869$38,242$2,942iApproximate average salary by contribution assumption: employee only about $73,542 at 4% or $49,028 at 6%; with 50% employer match about $49,028 at 4% or $32,685 at 6%; with 100% employer match about $36,771 at 4% or $24,514 at 6%.
200918$586,586$59,579$7,447iApproximate average salary by contribution assumption: employee only about $186,184 at 4% or $124,123 at 6%; with 50% employer match about $124,123 at 4% or $82,749 at 6%; with 100% employer match about $93,092 at 4% or $62,061 at 6%.
Zusman & Associates LLP 401(K) Plan-8$586,586$59,579$7,447iApproximate average salary by contribution assumption: employee only about $186,184 at 4% or $124,123 at 6%; with 50% employer match about $124,123 at 4% or $82,749 at 6%; with 100% employer match about $93,092 at 4% or $62,061 at 6%.
200818$456,851$109,641$13,705iApproximate average salary by contribution assumption: employee only about $342,628 at 4% or $228,419 at 6%; with 50% employer match about $228,419 at 4% or $152,279 at 6%; with 100% employer match about $171,314 at 4% or $114,209 at 6%.
Zusman & Associates LLP 401(K) Plan-8$456,851$109,641$13,705iApproximate average salary by contribution assumption: employee only about $342,628 at 4% or $228,419 at 6%; with 50% employer match about $228,419 at 4% or $152,279 at 6%; with 100% employer match about $171,314 at 4% or $114,209 at 6%.
200717$0$0-
Zusman & Associates LLP 401(K) Plan-7---
200619$1,333,220$58,003$6,445iApproximate average salary by contribution assumption: employee only about $161,119 at 4% or $107,413 at 6%; with 50% employer match about $107,413 at 4% or $71,609 at 6%; with 100% employer match about $80,560 at 4% or $53,706 at 6%.
Zusman & Associates LLP 401(K) Plan-9$1,333,220$58,003$6,445iApproximate average salary by contribution assumption: employee only about $161,119 at 4% or $107,413 at 6%; with 50% employer match about $107,413 at 4% or $71,609 at 6%; with 100% employer match about $80,560 at 4% or $53,706 at 6%.
200517$1,161,831$56,524$8,075iApproximate average salary by contribution assumption: employee only about $201,871 at 4% or $134,581 at 6%; with 50% employer match about $134,581 at 4% or $89,721 at 6%; with 100% employer match about $100,936 at 4% or $67,290 at 6%.
Zusman & Associates LLP 401(K) Plan-7$1,161,831$56,524$8,075iApproximate average salary by contribution assumption: employee only about $201,871 at 4% or $134,581 at 6%; with 50% employer match about $134,581 at 4% or $89,721 at 6%; with 100% employer match about $100,936 at 4% or $67,290 at 6%.
200417$1,067,336$59,504$8,501iApproximate average salary by contribution assumption: employee only about $212,514 at 4% or $141,676 at 6%; with 50% employer match about $141,676 at 4% or $94,451 at 6%; with 100% employer match about $106,257 at 4% or $70,838 at 6%.
Zusman & Associates LLP 401(K) Plan-7$1,067,336$59,504$8,501iApproximate average salary by contribution assumption: employee only about $212,514 at 4% or $141,676 at 6%; with 50% employer match about $141,676 at 4% or $94,451 at 6%; with 100% employer match about $106,257 at 4% or $70,838 at 6%.