Z.V. Pate Inc.
Plan context: Z. V. Pate Group Retirement Savings and Profit Sharing Plan
EIN 56-0350280 • 52 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
265
2024 Assets
$24,782,060
2024 Contributions
$1,330,976
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 | 265 | $24,782,060 | $1,330,976 | $5,023iApproximate average salary by contribution assumption: employee only about $125,564 at 4% or $83,709 at 6%; with 50% employer match about $83,709 at 4% or $55,806 at 6%; with 100% employer match about $62,782 at 4% or $41,855 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 265 | $24,782,060 | $1,330,976 | $5,023iApproximate average salary by contribution assumption: employee only about $125,564 at 4% or $83,709 at 6%; with 50% employer match about $83,709 at 4% or $55,806 at 6%; with 100% employer match about $62,782 at 4% or $41,855 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 58 | - | - | - |
| 2023 | 2 | 347 | $30,312,533 | $1,426,229 | $4,110iApproximate average salary by contribution assumption: employee only about $102,754 at 4% or $68,503 at 6%; with 50% employer match about $68,503 at 4% or $45,669 at 6%; with 100% employer match about $51,377 at 4% or $34,251 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 347 | $30,312,533 | $1,426,229 | $4,110iApproximate average salary by contribution assumption: employee only about $102,754 at 4% or $68,503 at 6%; with 50% employer match about $68,503 at 4% or $45,669 at 6%; with 100% employer match about $51,377 at 4% or $34,251 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 143 | - | - | - |
| 2022 | 2 | 360 | $31,190,115 | $1,955,518 | $5,432iApproximate average salary by contribution assumption: employee only about $135,800 at 4% or $90,533 at 6%; with 50% employer match about $90,533 at 4% or $60,355 at 6%; with 100% employer match about $67,900 at 4% or $45,267 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 360 | $31,190,115 | $1,955,518 | $5,432iApproximate average salary by contribution assumption: employee only about $135,800 at 4% or $90,533 at 6%; with 50% employer match about $90,533 at 4% or $60,355 at 6%; with 100% employer match about $67,900 at 4% or $45,267 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 155 | - | - | - |
| 2021 | 2 | 395 | $40,640,029 | $1,704,013 | $4,314iApproximate average salary by contribution assumption: employee only about $107,849 at 4% or $71,899 at 6%; with 50% employer match about $71,899 at 4% or $47,933 at 6%; with 100% employer match about $53,924 at 4% or $35,950 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 395 | $40,640,029 | $1,704,013 | $4,314iApproximate average salary by contribution assumption: employee only about $107,849 at 4% or $71,899 at 6%; with 50% employer match about $71,899 at 4% or $47,933 at 6%; with 100% employer match about $53,924 at 4% or $35,950 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 222 | - | - | - |
| 2020 | 2 | 433 | $37,876,798 | $1,642,644 | $3,794iApproximate average salary by contribution assumption: employee only about $94,841 at 4% or $63,227 at 6%; with 50% employer match about $63,227 at 4% or $42,152 at 6%; with 100% employer match about $47,420 at 4% or $31,614 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 433 | $37,876,798 | $1,642,644 | $3,794iApproximate average salary by contribution assumption: employee only about $94,841 at 4% or $63,227 at 6%; with 50% employer match about $63,227 at 4% or $42,152 at 6%; with 100% employer match about $47,420 at 4% or $31,614 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 234 | - | - | - |
| 2019 | 2 | 455 | $34,323,078 | $1,625,514 | $3,573iApproximate average salary by contribution assumption: employee only about $89,314 at 4% or $59,543 at 6%; with 50% employer match about $59,543 at 4% or $39,695 at 6%; with 100% employer match about $44,657 at 4% or $29,771 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 455 | $34,323,078 | $1,625,514 | $3,573iApproximate average salary by contribution assumption: employee only about $89,314 at 4% or $59,543 at 6%; with 50% employer match about $59,543 at 4% or $39,695 at 6%; with 100% employer match about $44,657 at 4% or $29,771 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 244 | - | - | - |
| 2018 | 2 | 445 | $29,177,887 | $1,640,777 | $3,687iApproximate average salary by contribution assumption: employee only about $92,178 at 4% or $61,452 at 6%; with 50% employer match about $61,452 at 4% or $40,968 at 6%; with 100% employer match about $46,089 at 4% or $30,726 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 445 | $29,177,887 | $1,640,777 | $3,687iApproximate average salary by contribution assumption: employee only about $92,178 at 4% or $61,452 at 6%; with 50% employer match about $61,452 at 4% or $40,968 at 6%; with 100% employer match about $46,089 at 4% or $30,726 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 234 | - | - | - |
| 2017 | 2 | 455 | $31,553,496 | $1,412,012 | $3,103iApproximate average salary by contribution assumption: employee only about $77,583 at 4% or $51,722 at 6%; with 50% employer match about $51,722 at 4% or $34,481 at 6%; with 100% employer match about $38,792 at 4% or $25,861 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 455 | $31,553,496 | $1,412,012 | $3,103iApproximate average salary by contribution assumption: employee only about $77,583 at 4% or $51,722 at 6%; with 50% employer match about $51,722 at 4% or $34,481 at 6%; with 100% employer match about $38,792 at 4% or $25,861 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 254 | - | - | - |
| 2016 | 2 | 461 | $27,194,984 | $1,421,967 | $3,085iApproximate average salary by contribution assumption: employee only about $77,113 at 4% or $51,409 at 6%; with 50% employer match about $51,409 at 4% or $34,273 at 6%; with 100% employer match about $38,557 at 4% or $25,704 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 461 | $27,194,984 | $1,421,967 | $3,085iApproximate average salary by contribution assumption: employee only about $77,113 at 4% or $51,409 at 6%; with 50% employer match about $51,409 at 4% or $34,273 at 6%; with 100% employer match about $38,557 at 4% or $25,704 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 225 | - | - | - |
| 2015 | 2 | 513 | $25,508,846 | $1,525,924 | $2,975iApproximate average salary by contribution assumption: employee only about $74,363 at 4% or $49,575 at 6%; with 50% employer match about $49,575 at 4% or $33,050 at 6%; with 100% employer match about $37,181 at 4% or $24,788 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 513 | $25,508,846 | $1,525,924 | $2,975iApproximate average salary by contribution assumption: employee only about $74,363 at 4% or $49,575 at 6%; with 50% employer match about $49,575 at 4% or $33,050 at 6%; with 100% employer match about $37,181 at 4% or $24,788 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 255 | - | - | - |
| 2014 | 2 | 502 | $25,502,808 | $1,415,448 | $2,820iApproximate average salary by contribution assumption: employee only about $70,490 at 4% or $46,994 at 6%; with 50% employer match about $46,994 at 4% or $31,329 at 6%; with 100% employer match about $35,245 at 4% or $23,497 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 502 | $25,502,808 | $1,415,448 | $2,820iApproximate average salary by contribution assumption: employee only about $70,490 at 4% or $46,994 at 6%; with 50% employer match about $46,994 at 4% or $31,329 at 6%; with 100% employer match about $35,245 at 4% or $23,497 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 254 | - | - | - |
| 2013 | 2 | 508 | $25,812,407 | $1,839,004 | $3,620iApproximate average salary by contribution assumption: employee only about $90,502 at 4% or $60,335 at 6%; with 50% employer match about $60,335 at 4% or $40,223 at 6%; with 100% employer match about $45,251 at 4% or $30,167 at 6%. |
| Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | - | 508 | $25,812,407 | $1,839,004 | $3,620iApproximate average salary by contribution assumption: employee only about $90,502 at 4% or $60,335 at 6%; with 50% employer match about $60,335 at 4% or $40,223 at 6%; with 100% employer match about $45,251 at 4% or $30,167 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 313 | - | - | - |
| 2012 | 2 | 476 | $22,801,554 | $1,525,706 | $3,205iApproximate average salary by contribution assumption: employee only about $80,132 at 4% or $53,421 at 6%; with 50% employer match about $53,421 at 4% or $35,614 at 6%; with 100% employer match about $40,066 at 4% or $26,711 at 6%. |
| Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | - | 476 | $22,801,554 | $1,525,706 | $3,205iApproximate average salary by contribution assumption: employee only about $80,132 at 4% or $53,421 at 6%; with 50% employer match about $53,421 at 4% or $35,614 at 6%; with 100% employer match about $40,066 at 4% or $26,711 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 336 | - | - | - |
| 2011 | 2 | 596 | $21,331,963 | $1,515,649 | $2,543iApproximate average salary by contribution assumption: employee only about $63,576 at 4% or $42,384 at 6%; with 50% employer match about $42,384 at 4% or $28,256 at 6%; with 100% employer match about $31,788 at 4% or $21,192 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 596 | $21,331,963 | $1,515,649 | $2,543iApproximate average salary by contribution assumption: employee only about $63,576 at 4% or $42,384 at 6%; with 50% employer match about $42,384 at 4% or $28,256 at 6%; with 100% employer match about $31,788 at 4% or $21,192 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 396 | - | - | - |
| 2010 | 3 | 635 | $41,432,018 | $3,114,825 | $4,905iApproximate average salary by contribution assumption: employee only about $122,631 at 4% or $81,754 at 6%; with 50% employer match about $81,754 at 4% or $54,503 at 6%; with 100% employer match about $61,315 at 4% or $40,877 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 635 | $21,696,088 | $1,611,125 | $2,537iApproximate average salary by contribution assumption: employee only about $63,430 at 4% or $42,287 at 6%; with 50% employer match about $42,287 at 4% or $28,191 at 6%; with 100% employer match about $31,715 at 4% or $21,143 at 6%. |
| Z.V. PATE GROUP RETIREMENT SAVINGS AND PROFIT SHARING PLAN | - | 595 | $19,735,930 | $1,503,700 | $2,527iApproximate average salary by contribution assumption: employee only about $63,181 at 4% or $42,120 at 6%; with 50% employer match about $42,120 at 4% or $28,080 at 6%; with 100% employer match about $31,590 at 4% or $21,060 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 358 | - | - | - |
| 2009 | 2 | 588 | $18,747,943 | $1,553,688 | $2,642iApproximate average salary by contribution assumption: employee only about $66,058 at 4% or $44,039 at 6%; with 50% employer match about $44,039 at 4% or $29,359 at 6%; with 100% employer match about $33,029 at 4% or $22,019 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 588 | $18,747,943 | $1,553,688 | $2,642iApproximate average salary by contribution assumption: employee only about $66,058 at 4% or $44,039 at 6%; with 50% employer match about $44,039 at 4% or $29,359 at 6%; with 100% employer match about $33,029 at 4% or $22,019 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 385 | - | - | - |
| 2008 | 1 | 517 | $15,975,931 | $1,806,179 | $3,494iApproximate average salary by contribution assumption: employee only about $87,339 at 4% or $58,226 at 6%; with 50% employer match about $58,226 at 4% or $38,818 at 6%; with 100% employer match about $43,670 at 4% or $29,113 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 517 | $15,975,931 | $1,806,179 | $3,494iApproximate average salary by contribution assumption: employee only about $87,339 at 4% or $58,226 at 6%; with 50% employer match about $58,226 at 4% or $38,818 at 6%; with 100% employer match about $43,670 at 4% or $29,113 at 6%. |
| 2007 | 2 | 2,000 | $22,500,582 | $1,862,574 | $931iApproximate average salary by contribution assumption: employee only about $23,282 at 4% or $15,521 at 6%; with 50% employer match about $15,521 at 4% or $10,348 at 6%; with 100% employer match about $11,641 at 4% or $7,761 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 494 | $22,500,582 | $1,862,574 | $3,770iApproximate average salary by contribution assumption: employee only about $94,260 at 4% or $62,840 at 6%; with 50% employer match about $62,840 at 4% or $41,893 at 6%; with 100% employer match about $47,130 at 4% or $31,420 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 2,000 | - | - | - |
| 2006 | 2 | 1,021 | $21,242,213 | $1,557,047 | $1,525iApproximate average salary by contribution assumption: employee only about $38,126 at 4% or $25,417 at 6%; with 50% employer match about $25,417 at 4% or $16,945 at 6%; with 100% employer match about $19,063 at 4% or $12,709 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 544 | $21,242,213 | $1,557,047 | $2,862iApproximate average salary by contribution assumption: employee only about $71,555 at 4% or $47,704 at 6%; with 50% employer match about $47,704 at 4% or $31,802 at 6%; with 100% employer match about $35,778 at 4% or $23,852 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 1,021 | - | - | - |
| 2005 | 2 | 425 | $19,949,425 | $1,380,853 | $3,249iApproximate average salary by contribution assumption: employee only about $81,227 at 4% or $54,151 at 6%; with 50% employer match about $54,151 at 4% or $36,101 at 6%; with 100% employer match about $40,613 at 4% or $27,076 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 425 | $19,949,425 | $1,380,853 | $3,249iApproximate average salary by contribution assumption: employee only about $81,227 at 4% or $54,151 at 6%; with 50% employer match about $54,151 at 4% or $36,101 at 6%; with 100% employer match about $40,613 at 4% or $27,076 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 340 | - | - | - |
| 2004 | 2 | 450 | $18,731,401 | $1,392,441 | $3,094iApproximate average salary by contribution assumption: employee only about $77,358 at 4% or $51,572 at 6%; with 50% employer match about $51,572 at 4% or $34,381 at 6%; with 100% employer match about $38,679 at 4% or $25,786 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 450 | $18,731,401 | $1,392,441 | $3,094iApproximate average salary by contribution assumption: employee only about $77,358 at 4% or $51,572 at 6%; with 50% employer match about $51,572 at 4% or $34,381 at 6%; with 100% employer match about $38,679 at 4% or $25,786 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 370 | - | - | - |
| 2003 | 2 | 459 | $16,600,051 | $1,245,098 | $2,713iApproximate average salary by contribution assumption: employee only about $67,816 at 4% or $45,211 at 6%; with 50% employer match about $45,211 at 4% or $30,140 at 6%; with 100% employer match about $33,908 at 4% or $22,605 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 459 | $16,600,051 | $1,245,098 | $2,713iApproximate average salary by contribution assumption: employee only about $67,816 at 4% or $45,211 at 6%; with 50% employer match about $45,211 at 4% or $30,140 at 6%; with 100% employer match about $33,908 at 4% or $22,605 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 382 | - | - | - |
| 2002 | 2 | 472 | $14,417,199 | $1,303,102 | $2,761iApproximate average salary by contribution assumption: employee only about $69,020 at 4% or $46,013 at 6%; with 50% employer match about $46,013 at 4% or $30,676 at 6%; with 100% employer match about $34,510 at 4% or $23,007 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 472 | $14,417,199 | $1,303,102 | $2,761iApproximate average salary by contribution assumption: employee only about $69,020 at 4% or $46,013 at 6%; with 50% employer match about $46,013 at 4% or $30,676 at 6%; with 100% employer match about $34,510 at 4% or $23,007 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 373 | - | - | - |
| 2001 | 2 | 440 | $15,464,642 | $1,256,060 | $2,855iApproximate average salary by contribution assumption: employee only about $71,367 at 4% or $47,578 at 6%; with 50% employer match about $47,578 at 4% or $31,719 at 6%; with 100% employer match about $35,684 at 4% or $23,789 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 440 | $15,464,642 | $1,256,060 | $2,855iApproximate average salary by contribution assumption: employee only about $71,367 at 4% or $47,578 at 6%; with 50% employer match about $47,578 at 4% or $31,719 at 6%; with 100% employer match about $35,684 at 4% or $23,789 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 239 | - | - | - |
| 2000 | 2 | 460 | $0 | $0 | - |
| Z. V. Pate Inc. Group Insurance Plan | - | 443 | - | - | - |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 460 | - | - | - |
| 1999 | 2 | 439 | $16,814,756 | $1,252,144 | $2,852iApproximate average salary by contribution assumption: employee only about $71,307 at 4% or $47,538 at 6%; with 50% employer match about $47,538 at 4% or $31,692 at 6%; with 100% employer match about $35,653 at 4% or $23,769 at 6%. |
| Z. V. Pate Group Retirement Savings and Profit Sharing Plan | - | 439 | $16,814,756 | $1,252,144 | $2,852iApproximate average salary by contribution assumption: employee only about $71,307 at 4% or $47,538 at 6%; with 50% employer match about $47,538 at 4% or $31,692 at 6%; with 100% employer match about $35,653 at 4% or $23,769 at 6%. |
| Z. V. Pate Inc. Group Insurance Plan | - | 364 | - | - | - |