Civic Intelligence

Zsambeky, Chaney & Associates P.A.

Plan context: Zsambeky, Chaney & Associates P.A. 401(K) Plan

EIN 56-0942567 • Concord, NC • 28 filings • 9 plans

220 Branchview Drive S.e.Concord, NC 28025
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$8,153,054

2024 Contributions

$323,767

Historical Graphs

Total Assets Over Time

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

$8,153,054$4,076,527$0200020132024YearValue
$8,153,054Latest year 2024

Participants Over Time

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

42210200020122024YearValue
34Latest year 2024

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
2024134$8,153,054$323,767$9,523iApproximate average salary by contribution assumption: employee only about $238,064 at 4% or $158,709 at 6%; with 50% employer match about $158,709 at 4% or $105,806 at 6%; with 100% employer match about $119,032 at 4% or $79,355 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-34$8,153,054$323,767$9,523iApproximate average salary by contribution assumption: employee only about $238,064 at 4% or $158,709 at 6%; with 50% employer match about $158,709 at 4% or $105,806 at 6%; with 100% employer match about $119,032 at 4% or $79,355 at 6%.
2023136$7,156,004$306,242$8,507iApproximate average salary by contribution assumption: employee only about $212,668 at 4% or $141,779 at 6%; with 50% employer match about $141,779 at 4% or $94,519 at 6%; with 100% employer match about $106,334 at 4% or $70,889 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-36$7,156,004$306,242$8,507iApproximate average salary by contribution assumption: employee only about $212,668 at 4% or $141,779 at 6%; with 50% employer match about $141,779 at 4% or $94,519 at 6%; with 100% employer match about $106,334 at 4% or $70,889 at 6%.
2022136$6,133,580$284,600$7,906iApproximate average salary by contribution assumption: employee only about $197,639 at 4% or $131,759 at 6%; with 50% employer match about $131,759 at 4% or $87,840 at 6%; with 100% employer match about $98,819 at 4% or $65,880 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-36$6,133,580$284,600$7,906iApproximate average salary by contribution assumption: employee only about $197,639 at 4% or $131,759 at 6%; with 50% employer match about $131,759 at 4% or $87,840 at 6%; with 100% employer match about $98,819 at 4% or $65,880 at 6%.
2021142$7,452,143$284,562$6,775iApproximate average salary by contribution assumption: employee only about $169,382 at 4% or $112,921 at 6%; with 50% employer match about $112,921 at 4% or $75,281 at 6%; with 100% employer match about $84,691 at 4% or $56,461 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-42$7,452,143$284,562$6,775iApproximate average salary by contribution assumption: employee only about $169,382 at 4% or $112,921 at 6%; with 50% employer match about $112,921 at 4% or $75,281 at 6%; with 100% employer match about $84,691 at 4% or $56,461 at 6%.
2020142$6,550,272$243,725$5,803iApproximate average salary by contribution assumption: employee only about $145,074 at 4% or $96,716 at 6%; with 50% employer match about $96,716 at 4% or $64,478 at 6%; with 100% employer match about $72,537 at 4% or $48,358 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-42$6,550,272$243,725$5,803iApproximate average salary by contribution assumption: employee only about $145,074 at 4% or $96,716 at 6%; with 50% employer match about $96,716 at 4% or $64,478 at 6%; with 100% employer match about $72,537 at 4% or $48,358 at 6%.
2019134$5,695,017$273,871$8,055iApproximate average salary by contribution assumption: employee only about $201,376 at 4% or $134,250 at 6%; with 50% employer match about $134,250 at 4% or $89,500 at 6%; with 100% employer match about $100,688 at 4% or $67,125 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-34$5,695,017$273,871$8,055iApproximate average salary by contribution assumption: employee only about $201,376 at 4% or $134,250 at 6%; with 50% employer match about $134,250 at 4% or $89,500 at 6%; with 100% employer match about $100,688 at 4% or $67,125 at 6%.
2018136$4,779,620$251,904$6,997iApproximate average salary by contribution assumption: employee only about $174,933 at 4% or $116,622 at 6%; with 50% employer match about $116,622 at 4% or $77,748 at 6%; with 100% employer match about $87,467 at 4% or $58,311 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-36$4,779,620$251,904$6,997iApproximate average salary by contribution assumption: employee only about $174,933 at 4% or $116,622 at 6%; with 50% employer match about $116,622 at 4% or $77,748 at 6%; with 100% employer match about $87,467 at 4% or $58,311 at 6%.
2017135$4,770,582$427,747$12,221iApproximate average salary by contribution assumption: employee only about $305,534 at 4% or $203,689 at 6%; with 50% employer match about $203,689 at 4% or $135,793 at 6%; with 100% employer match about $152,767 at 4% or $101,845 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-35$4,770,582$427,747$12,221iApproximate average salary by contribution assumption: employee only about $305,534 at 4% or $203,689 at 6%; with 50% employer match about $203,689 at 4% or $135,793 at 6%; with 100% employer match about $152,767 at 4% or $101,845 at 6%.
2016134$3,852,626$348,280$10,244iApproximate average salary by contribution assumption: employee only about $256,088 at 4% or $170,725 at 6%; with 50% employer match about $170,725 at 4% or $113,817 at 6%; with 100% employer match about $128,044 at 4% or $85,363 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-34$3,852,626$348,280$10,244iApproximate average salary by contribution assumption: employee only about $256,088 at 4% or $170,725 at 6%; with 50% employer match about $170,725 at 4% or $113,817 at 6%; with 100% employer match about $128,044 at 4% or $85,363 at 6%.
2015130$3,303,846$305,308$10,177iApproximate average salary by contribution assumption: employee only about $254,423 at 4% or $169,616 at 6%; with 50% employer match about $169,616 at 4% or $113,077 at 6%; with 100% employer match about $127,212 at 4% or $84,808 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-30$3,303,846$305,308$10,177iApproximate average salary by contribution assumption: employee only about $254,423 at 4% or $169,616 at 6%; with 50% employer match about $169,616 at 4% or $113,077 at 6%; with 100% employer match about $127,212 at 4% or $84,808 at 6%.
2014125$3,563,491$285,980$11,439iApproximate average salary by contribution assumption: employee only about $285,980 at 4% or $190,653 at 6%; with 50% employer match about $190,653 at 4% or $127,102 at 6%; with 100% employer match about $142,990 at 4% or $95,327 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-25$3,563,491$285,980$11,439iApproximate average salary by contribution assumption: employee only about $285,980 at 4% or $190,653 at 6%; with 50% employer match about $190,653 at 4% or $127,102 at 6%; with 100% employer match about $142,990 at 4% or $95,327 at 6%.
2013124$3,571,882$282,787$11,783iApproximate average salary by contribution assumption: employee only about $294,570 at 4% or $196,380 at 6%; with 50% employer match about $196,380 at 4% or $130,920 at 6%; with 100% employer match about $147,285 at 4% or $98,190 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-24$3,571,882$282,787$11,783iApproximate average salary by contribution assumption: employee only about $294,570 at 4% or $196,380 at 6%; with 50% employer match about $196,380 at 4% or $130,920 at 6%; with 100% employer match about $147,285 at 4% or $98,190 at 6%.
2012121$2,751,557$252,788$12,038iApproximate average salary by contribution assumption: employee only about $300,938 at 4% or $200,625 at 6%; with 50% employer match about $200,625 at 4% or $133,750 at 6%; with 100% employer match about $150,469 at 4% or $100,313 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-21$2,751,557$252,788$12,038iApproximate average salary by contribution assumption: employee only about $300,938 at 4% or $200,625 at 6%; with 50% employer match about $200,625 at 4% or $133,750 at 6%; with 100% employer match about $150,469 at 4% or $100,313 at 6%.
2011125$2,945,000$266,792$10,672iApproximate average salary by contribution assumption: employee only about $266,792 at 4% or $177,861 at 6%; with 50% employer match about $177,861 at 4% or $118,574 at 6%; with 100% employer match about $133,396 at 4% or $88,931 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-25$2,945,000$266,792$10,672iApproximate average salary by contribution assumption: employee only about $266,792 at 4% or $177,861 at 6%; with 50% employer match about $177,861 at 4% or $118,574 at 6%; with 100% employer match about $133,396 at 4% or $88,931 at 6%.
2010126$2,948,229$286,928$11,036iApproximate average salary by contribution assumption: employee only about $275,892 at 4% or $183,928 at 6%; with 50% employer match about $183,928 at 4% or $122,619 at 6%; with 100% employer match about $137,946 at 4% or $91,964 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-26$2,948,229$286,928$11,036iApproximate average salary by contribution assumption: employee only about $275,892 at 4% or $183,928 at 6%; with 50% employer match about $183,928 at 4% or $122,619 at 6%; with 100% employer match about $137,946 at 4% or $91,964 at 6%.
2009126$2,503,435$275,021$10,578iApproximate average salary by contribution assumption: employee only about $264,443 at 4% or $176,296 at 6%; with 50% employer match about $176,296 at 4% or $117,530 at 6%; with 100% employer match about $132,222 at 4% or $88,148 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-26$2,503,435$275,021$10,578iApproximate average salary by contribution assumption: employee only about $264,443 at 4% or $176,296 at 6%; with 50% employer match about $176,296 at 4% or $117,530 at 6%; with 100% employer match about $132,222 at 4% or $88,148 at 6%.
2008122$1,838,540$246,828$11,219iApproximate average salary by contribution assumption: employee only about $280,486 at 4% or $186,991 at 6%; with 50% employer match about $186,991 at 4% or $124,661 at 6%; with 100% employer match about $140,243 at 4% or $93,495 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-22$1,838,540$246,828$11,219iApproximate average salary by contribution assumption: employee only about $280,486 at 4% or $186,991 at 6%; with 50% employer match about $186,991 at 4% or $124,661 at 6%; with 100% employer match about $140,243 at 4% or $93,495 at 6%.
2007120$0$0-
Zsambeky, Chaney & Associates P.A. 401(K) Plan-20---
2006120$1,957,607$221,281$11,064iApproximate average salary by contribution assumption: employee only about $276,601 at 4% or $184,401 at 6%; with 50% employer match about $184,401 at 4% or $122,934 at 6%; with 100% employer match about $138,301 at 4% or $92,200 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-20$1,957,607$221,281$11,064iApproximate average salary by contribution assumption: employee only about $276,601 at 4% or $184,401 at 6%; with 50% employer match about $184,401 at 4% or $122,934 at 6%; with 100% employer match about $138,301 at 4% or $92,200 at 6%.
2005118$1,551,407$211,774$11,765iApproximate average salary by contribution assumption: employee only about $294,131 at 4% or $196,087 at 6%; with 50% employer match about $196,087 at 4% or $130,725 at 6%; with 100% employer match about $147,065 at 4% or $98,044 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-18$1,551,407$211,774$11,765iApproximate average salary by contribution assumption: employee only about $294,131 at 4% or $196,087 at 6%; with 50% employer match about $196,087 at 4% or $130,725 at 6%; with 100% employer match about $147,065 at 4% or $98,044 at 6%.
2004119$1,210,762$203,185$10,694iApproximate average salary by contribution assumption: employee only about $267,349 at 4% or $178,232 at 6%; with 50% employer match about $178,232 at 4% or $118,822 at 6%; with 100% employer match about $133,674 at 4% or $89,116 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-19$1,210,762$203,185$10,694iApproximate average salary by contribution assumption: employee only about $267,349 at 4% or $178,232 at 6%; with 50% employer match about $178,232 at 4% or $118,822 at 6%; with 100% employer match about $133,674 at 4% or $89,116 at 6%.
2003119$882,026$181,444$9,550iApproximate average salary by contribution assumption: employee only about $238,742 at 4% or $159,161 at 6%; with 50% employer match about $159,161 at 4% or $106,108 at 6%; with 100% employer match about $119,371 at 4% or $79,581 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-19$882,026$181,444$9,550iApproximate average salary by contribution assumption: employee only about $238,742 at 4% or $159,161 at 6%; with 50% employer match about $159,161 at 4% or $106,108 at 6%; with 100% employer match about $119,371 at 4% or $79,581 at 6%.
2002219$613,656$162,240$8,539iApproximate average salary by contribution assumption: employee only about $213,474 at 4% or $142,316 at 6%; with 50% employer match about $142,316 at 4% or $94,877 at 6%; with 100% employer match about $106,737 at 4% or $71,158 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-19$613,656$162,240$8,539iApproximate average salary by contribution assumption: employee only about $213,474 at 4% or $142,316 at 6%; with 50% employer match about $142,316 at 4% or $94,877 at 6%; with 100% employer match about $106,737 at 4% or $71,158 at 6%.
MASHBURN AND ZSAMBEKY, P.A. MONEY PURCHASE PENSION PLAN-0---
2001216$0$0-
Zsambeky, Chaney & Associates P.A. 401(K) Plan-16---
MASHBURN AND ZSAMBEKY, P.A. MONEY PURCHASE PENSION PLAN-16---
2000214$620,436$135,200$9,657iApproximate average salary by contribution assumption: employee only about $241,429 at 4% or $160,952 at 6%; with 50% employer match about $160,952 at 4% or $107,302 at 6%; with 100% employer match about $120,714 at 4% or $80,476 at 6%.
Zsambeky, Chaney & Associates P.A. 401(K) Plan-14$595,668$110,432$7,888iApproximate average salary by contribution assumption: employee only about $197,200 at 4% or $131,467 at 6%; with 50% employer match about $131,467 at 4% or $87,644 at 6%; with 100% employer match about $98,600 at 4% or $65,733 at 6%.
MASHBURN AND ZSAMBEKY, P.A. PENSION PLAN-14$24,768$24,768$1,769iApproximate average salary by contribution assumption: employee only about $44,229 at 4% or $29,486 at 6%; with 50% employer match about $29,486 at 4% or $19,657 at 6%; with 100% employer match about $22,114 at 4% or $14,743 at 6%.