Zevin & Rosenbloum PC.
Plan context: Zevin & Rosenbloum 401(K) Profit Sharing
EIN 58-2483116 • Atlanta, GA • 20 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$2,914,698
2025 Contributions
$97,816
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $2,914,698 | $97,816 | $9,782iApproximate average salary by contribution assumption: employee only about $244,540 at 4% or $163,027 at 6%; with 50% employer match about $163,027 at 4% or $108,684 at 6%; with 100% employer match about $122,270 at 4% or $81,513 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 10 | $2,914,698 | $97,816 | $9,782iApproximate average salary by contribution assumption: employee only about $244,540 at 4% or $163,027 at 6%; with 50% employer match about $163,027 at 4% or $108,684 at 6%; with 100% employer match about $122,270 at 4% or $81,513 at 6%. |
| 2024 | 1 | 10 | $2,468,999 | $109,893 | $10,989iApproximate average salary by contribution assumption: employee only about $274,733 at 4% or $183,155 at 6%; with 50% employer match about $183,155 at 4% or $122,103 at 6%; with 100% employer match about $137,366 at 4% or $91,578 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 10 | $2,468,999 | $109,893 | $10,989iApproximate average salary by contribution assumption: employee only about $274,733 at 4% or $183,155 at 6%; with 50% employer match about $183,155 at 4% or $122,103 at 6%; with 100% employer match about $137,366 at 4% or $91,578 at 6%. |
| 2023 | 1 | 13 | $2,150,400 | $106,907 | $8,224iApproximate average salary by contribution assumption: employee only about $205,590 at 4% or $137,060 at 6%; with 50% employer match about $137,060 at 4% or $91,374 at 6%; with 100% employer match about $102,795 at 4% or $68,530 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 13 | $2,150,400 | $106,907 | $8,224iApproximate average salary by contribution assumption: employee only about $205,590 at 4% or $137,060 at 6%; with 50% employer match about $137,060 at 4% or $91,374 at 6%; with 100% employer match about $102,795 at 4% or $68,530 at 6%. |
| 2022 | 1 | 13 | $1,882,573 | $127,713 | $9,824iApproximate average salary by contribution assumption: employee only about $245,602 at 4% or $163,735 at 6%; with 50% employer match about $163,735 at 4% or $109,156 at 6%; with 100% employer match about $122,801 at 4% or $81,867 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 13 | $1,882,573 | $127,713 | $9,824iApproximate average salary by contribution assumption: employee only about $245,602 at 4% or $163,735 at 6%; with 50% employer match about $163,735 at 4% or $109,156 at 6%; with 100% employer match about $122,801 at 4% or $81,867 at 6%. |
| 2021 | 1 | 10 | $2,054,437 | $126,305 | $12,631iApproximate average salary by contribution assumption: employee only about $315,763 at 4% or $210,508 at 6%; with 50% employer match about $210,508 at 4% or $140,339 at 6%; with 100% employer match about $157,881 at 4% or $105,254 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 10 | $2,054,437 | $126,305 | $12,631iApproximate average salary by contribution assumption: employee only about $315,763 at 4% or $210,508 at 6%; with 50% employer match about $210,508 at 4% or $140,339 at 6%; with 100% employer match about $157,881 at 4% or $105,254 at 6%. |
| 2020 | 1 | 9 | $1,638,681 | $87,444 | $9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 9 | $1,638,681 | $87,444 | $9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%. |
| 2019 | 1 | 9 | $1,480,662 | $120,463 | $13,385iApproximate average salary by contribution assumption: employee only about $334,619 at 4% or $223,080 at 6%; with 50% employer match about $223,080 at 4% or $148,720 at 6%; with 100% employer match about $167,310 at 4% or $111,540 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 9 | $1,480,662 | $120,463 | $13,385iApproximate average salary by contribution assumption: employee only about $334,619 at 4% or $223,080 at 6%; with 50% employer match about $223,080 at 4% or $148,720 at 6%; with 100% employer match about $167,310 at 4% or $111,540 at 6%. |
| 2018 | 1 | 9 | $1,485,507 | $129,479 | $14,387iApproximate average salary by contribution assumption: employee only about $359,664 at 4% or $239,776 at 6%; with 50% employer match about $239,776 at 4% or $159,851 at 6%; with 100% employer match about $179,832 at 4% or $119,888 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 9 | $1,485,507 | $129,479 | $14,387iApproximate average salary by contribution assumption: employee only about $359,664 at 4% or $239,776 at 6%; with 50% employer match about $239,776 at 4% or $159,851 at 6%; with 100% employer match about $179,832 at 4% or $119,888 at 6%. |
| 2017 | 1 | 9 | $1,472,160 | $106,000 | $11,778iApproximate average salary by contribution assumption: employee only about $294,444 at 4% or $196,296 at 6%; with 50% employer match about $196,296 at 4% or $130,864 at 6%; with 100% employer match about $147,222 at 4% or $98,148 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 9 | $1,472,160 | $106,000 | $11,778iApproximate average salary by contribution assumption: employee only about $294,444 at 4% or $196,296 at 6%; with 50% employer match about $196,296 at 4% or $130,864 at 6%; with 100% employer match about $147,222 at 4% or $98,148 at 6%. |
| 2016 | 1 | 7 | $1,216,841 | $99,604 | $14,229iApproximate average salary by contribution assumption: employee only about $355,729 at 4% or $237,152 at 6%; with 50% employer match about $237,152 at 4% or $158,102 at 6%; with 100% employer match about $177,864 at 4% or $118,576 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 7 | $1,216,841 | $99,604 | $14,229iApproximate average salary by contribution assumption: employee only about $355,729 at 4% or $237,152 at 6%; with 50% employer match about $237,152 at 4% or $158,102 at 6%; with 100% employer match about $177,864 at 4% or $118,576 at 6%. |
| 2015 | 1 | 6 | $996,600 | $83,271 | $13,879iApproximate average salary by contribution assumption: employee only about $346,963 at 4% or $231,308 at 6%; with 50% employer match about $231,308 at 4% or $154,206 at 6%; with 100% employer match about $173,481 at 4% or $115,654 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 6 | $996,600 | $83,271 | $13,879iApproximate average salary by contribution assumption: employee only about $346,963 at 4% or $231,308 at 6%; with 50% employer match about $231,308 at 4% or $154,206 at 6%; with 100% employer match about $173,481 at 4% or $115,654 at 6%. |
| 2014 | 1 | 7 | $972,943 | $79,143 | $11,306iApproximate average salary by contribution assumption: employee only about $282,654 at 4% or $188,436 at 6%; with 50% employer match about $188,436 at 4% or $125,624 at 6%; with 100% employer match about $141,327 at 4% or $94,218 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 7 | $972,943 | $79,143 | $11,306iApproximate average salary by contribution assumption: employee only about $282,654 at 4% or $188,436 at 6%; with 50% employer match about $188,436 at 4% or $125,624 at 6%; with 100% employer match about $141,327 at 4% or $94,218 at 6%. |
| 2013 | 1 | 4 | $869,224 | $70,207 | $17,552iApproximate average salary by contribution assumption: employee only about $438,794 at 4% or $292,529 at 6%; with 50% employer match about $292,529 at 4% or $195,019 at 6%; with 100% employer match about $219,397 at 4% or $146,265 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 4 | $869,224 | $70,207 | $17,552iApproximate average salary by contribution assumption: employee only about $438,794 at 4% or $292,529 at 6%; with 50% employer match about $292,529 at 4% or $195,019 at 6%; with 100% employer match about $219,397 at 4% or $146,265 at 6%. |
| 2012 | 1 | 4 | $784,989 | $70,886 | $17,722iApproximate average salary by contribution assumption: employee only about $443,038 at 4% or $295,358 at 6%; with 50% employer match about $295,358 at 4% or $196,906 at 6%; with 100% employer match about $221,519 at 4% or $147,679 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 4 | $784,989 | $70,886 | $17,722iApproximate average salary by contribution assumption: employee only about $443,038 at 4% or $295,358 at 6%; with 50% employer match about $295,358 at 4% or $196,906 at 6%; with 100% employer match about $221,519 at 4% or $147,679 at 6%. |
| 2011 | 1 | 4 | $644,935 | $69,723 | $17,431iApproximate average salary by contribution assumption: employee only about $435,769 at 4% or $290,513 at 6%; with 50% employer match about $290,513 at 4% or $193,675 at 6%; with 100% employer match about $217,884 at 4% or $145,256 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 4 | $644,935 | $69,723 | $17,431iApproximate average salary by contribution assumption: employee only about $435,769 at 4% or $290,513 at 6%; with 50% employer match about $290,513 at 4% or $193,675 at 6%; with 100% employer match about $217,884 at 4% or $145,256 at 6%. |
| 2010 | 1 | 4 | $570,632 | $51,660 | $12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 4 | $570,632 | $51,660 | $12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%. |
| 2009 | 1 | 4 | $453,293 | $51,660 | $12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 4 | $453,293 | $51,660 | $12,915iApproximate average salary by contribution assumption: employee only about $322,875 at 4% or $215,250 at 6%; with 50% employer match about $215,250 at 4% or $143,500 at 6%; with 100% employer match about $161,438 at 4% or $107,625 at 6%. |
| 2008 | 1 | 4 | $361,531 | $50,910 | $12,728iApproximate average salary by contribution assumption: employee only about $318,188 at 4% or $212,125 at 6%; with 50% employer match about $212,125 at 4% or $141,417 at 6%; with 100% employer match about $159,094 at 4% or $106,063 at 6%. |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 4 | $361,531 | $50,910 | $12,728iApproximate average salary by contribution assumption: employee only about $318,188 at 4% or $212,125 at 6%; with 50% employer match about $212,125 at 4% or $141,417 at 6%; with 100% employer match about $159,094 at 4% or $106,063 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Zevin & Rosenbloum 401(K) Profit Sharing | - | 4 | - | - | - |