Civic Intelligence

Zimmerman, Kiser & Sutcliffe, P.A.

Plan context: Zks 401(K) & Profit Sharing Plan

EIN 59-2339047 • Orlando, FL • 39 filings • 11 plans

315 E. Robinson StreetSuite 600Orlando, FL 32801
Current Snapshot

Latest Year

2024

2024 Participants

116

2024 Assets

$37,649,099

2024 Contributions

$2,126,473

Historical Graphs

Total Assets Over Time

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

$37,649,099$18,824,550$0199920122024YearValue
$37,649,099Latest year 2024

Participants Over Time

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

118590199920122024YearValue
116Latest 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
20242116$37,649,099$2,126,473$18,332iApproximate average salary by contribution assumption: employee only about $458,292 at 4% or $305,528 at 6%; with 50% employer match about $305,528 at 4% or $203,685 at 6%; with 100% employer match about $229,146 at 4% or $152,764 at 6%.
Zks 401(K) & Profit Sharing Plan-116$37,649,099$2,126,473$18,332iApproximate average salary by contribution assumption: employee only about $458,292 at 4% or $305,528 at 6%; with 50% employer match about $305,528 at 4% or $203,685 at 6%; with 100% employer match about $229,146 at 4% or $152,764 at 6%.
Zimmerman, Kiser & Sutcliffe Pa Health & Welfare Plan-89---
20231112$33,775,511$1,836,389$16,396iApproximate average salary by contribution assumption: employee only about $409,908 at 4% or $273,272 at 6%; with 50% employer match about $273,272 at 4% or $182,181 at 6%; with 100% employer match about $204,954 at 4% or $136,636 at 6%.
Zks 401(K) & Profit Sharing Plan-112$33,775,511$1,836,389$16,396iApproximate average salary by contribution assumption: employee only about $409,908 at 4% or $273,272 at 6%; with 50% employer match about $273,272 at 4% or $182,181 at 6%; with 100% employer match about $204,954 at 4% or $136,636 at 6%.
20221109$29,241,767$1,747,449$16,032iApproximate average salary by contribution assumption: employee only about $400,791 at 4% or $267,194 at 6%; with 50% employer match about $267,194 at 4% or $178,129 at 6%; with 100% employer match about $200,396 at 4% or $133,597 at 6%.
Zks 401(K) & Profit Sharing Plan-109$29,241,767$1,747,449$16,032iApproximate average salary by contribution assumption: employee only about $400,791 at 4% or $267,194 at 6%; with 50% employer match about $267,194 at 4% or $178,129 at 6%; with 100% employer match about $200,396 at 4% or $133,597 at 6%.
20211118$33,845,069$1,615,227$13,688iApproximate average salary by contribution assumption: employee only about $342,209 at 4% or $228,139 at 6%; with 50% employer match about $228,139 at 4% or $152,093 at 6%; with 100% employer match about $171,105 at 4% or $114,070 at 6%.
Zks 401(K) & Profit Sharing Plan-118$33,845,069$1,615,227$13,688iApproximate average salary by contribution assumption: employee only about $342,209 at 4% or $228,139 at 6%; with 50% employer match about $228,139 at 4% or $152,093 at 6%; with 100% employer match about $171,105 at 4% or $114,070 at 6%.
20201109$31,699,598$1,242,941$11,403iApproximate average salary by contribution assumption: employee only about $285,078 at 4% or $190,052 at 6%; with 50% employer match about $190,052 at 4% or $126,701 at 6%; with 100% employer match about $142,539 at 4% or $95,026 at 6%.
Zks 401(K) & Profit Sharing Plan-109$31,699,598$1,242,941$11,403iApproximate average salary by contribution assumption: employee only about $285,078 at 4% or $190,052 at 6%; with 50% employer match about $190,052 at 4% or $126,701 at 6%; with 100% employer match about $142,539 at 4% or $95,026 at 6%.
20191106$29,596,250$1,127,161$10,634iApproximate average salary by contribution assumption: employee only about $265,840 at 4% or $177,227 at 6%; with 50% employer match about $177,227 at 4% or $118,151 at 6%; with 100% employer match about $132,920 at 4% or $88,613 at 6%.
Zks 401(K) & Profit Sharing Plan-106$29,596,250$1,127,161$10,634iApproximate average salary by contribution assumption: employee only about $265,840 at 4% or $177,227 at 6%; with 50% employer match about $177,227 at 4% or $118,151 at 6%; with 100% employer match about $132,920 at 4% or $88,613 at 6%.
2018196$24,278,814$1,225,559$12,766iApproximate average salary by contribution assumption: employee only about $319,156 at 4% or $212,771 at 6%; with 50% employer match about $212,771 at 4% or $141,847 at 6%; with 100% employer match about $159,578 at 4% or $106,385 at 6%.
Zks 401(K) & Profit Sharing Plan-96$24,278,814$1,225,559$12,766iApproximate average salary by contribution assumption: employee only about $319,156 at 4% or $212,771 at 6%; with 50% employer match about $212,771 at 4% or $141,847 at 6%; with 100% employer match about $159,578 at 4% or $106,385 at 6%.
2017193$26,651,150$1,129,904$12,150iApproximate average salary by contribution assumption: employee only about $303,738 at 4% or $202,492 at 6%; with 50% employer match about $202,492 at 4% or $134,995 at 6%; with 100% employer match about $151,869 at 4% or $101,246 at 6%.
Zks 401(K) & Profit Sharing Plan-93$26,651,150$1,129,904$12,150iApproximate average salary by contribution assumption: employee only about $303,738 at 4% or $202,492 at 6%; with 50% employer match about $202,492 at 4% or $134,995 at 6%; with 100% employer match about $151,869 at 4% or $101,246 at 6%.
2016171$22,539,001$1,061,691$14,953iApproximate average salary by contribution assumption: employee only about $373,835 at 4% or $249,223 at 6%; with 50% employer match about $249,223 at 4% or $166,149 at 6%; with 100% employer match about $186,917 at 4% or $124,612 at 6%.
Zks 401(K) & Profit Sharing Plan-71$22,539,001$1,061,691$14,953iApproximate average salary by contribution assumption: employee only about $373,835 at 4% or $249,223 at 6%; with 50% employer match about $249,223 at 4% or $166,149 at 6%; with 100% employer match about $186,917 at 4% or $124,612 at 6%.
2015174$20,356,775$992,679$13,415iApproximate average salary by contribution assumption: employee only about $335,365 at 4% or $223,576 at 6%; with 50% employer match about $223,576 at 4% or $149,051 at 6%; with 100% employer match about $167,682 at 4% or $111,788 at 6%.
Zks 401(K) & Profit Sharing Plan-74$20,356,775$992,679$13,415iApproximate average salary by contribution assumption: employee only about $335,365 at 4% or $223,576 at 6%; with 50% employer match about $223,576 at 4% or $149,051 at 6%; with 100% employer match about $167,682 at 4% or $111,788 at 6%.
2014184$20,032,815$966,343$11,504iApproximate average salary by contribution assumption: employee only about $287,602 at 4% or $191,735 at 6%; with 50% employer match about $191,735 at 4% or $127,823 at 6%; with 100% employer match about $143,801 at 4% or $95,867 at 6%.
Zks 401(K) & Profit Sharing Plan-84$20,032,815$966,343$11,504iApproximate average salary by contribution assumption: employee only about $287,602 at 4% or $191,735 at 6%; with 50% employer match about $191,735 at 4% or $127,823 at 6%; with 100% employer match about $143,801 at 4% or $95,867 at 6%.
2013176$18,498,160$923,280$12,148iApproximate average salary by contribution assumption: employee only about $303,711 at 4% or $202,474 at 6%; with 50% employer match about $202,474 at 4% or $134,982 at 6%; with 100% employer match about $151,855 at 4% or $101,237 at 6%.
Zks 401(K) & Profit Sharing Plan-76$18,498,160$923,280$12,148iApproximate average salary by contribution assumption: employee only about $303,711 at 4% or $202,474 at 6%; with 50% employer match about $202,474 at 4% or $134,982 at 6%; with 100% employer match about $151,855 at 4% or $101,237 at 6%.
2012175$14,896,961$724,175$9,656iApproximate average salary by contribution assumption: employee only about $241,392 at 4% or $160,928 at 6%; with 50% employer match about $160,928 at 4% or $107,285 at 6%; with 100% employer match about $120,696 at 4% or $80,464 at 6%.
Zks 401(K) & Profit Sharing Plan-75$14,896,961$724,175$9,656iApproximate average salary by contribution assumption: employee only about $241,392 at 4% or $160,928 at 6%; with 50% employer match about $160,928 at 4% or $107,285 at 6%; with 100% employer match about $120,696 at 4% or $80,464 at 6%.
2011172$13,370,623$835,986$11,611iApproximate average salary by contribution assumption: employee only about $290,273 at 4% or $193,515 at 6%; with 50% employer match about $193,515 at 4% or $129,010 at 6%; with 100% employer match about $145,136 at 4% or $96,758 at 6%.
Zks 401(K) & Profit Sharing Plan-72$13,370,623$835,986$11,611iApproximate average salary by contribution assumption: employee only about $290,273 at 4% or $193,515 at 6%; with 50% employer match about $193,515 at 4% or $129,010 at 6%; with 100% employer match about $145,136 at 4% or $96,758 at 6%.
2010168$14,203,523$630,712$9,275iApproximate average salary by contribution assumption: employee only about $231,879 at 4% or $154,586 at 6%; with 50% employer match about $154,586 at 4% or $103,058 at 6%; with 100% employer match about $115,940 at 4% or $77,293 at 6%.
Zks 401(K) & Profit Sharing Plan-68$14,203,523$630,712$9,275iApproximate average salary by contribution assumption: employee only about $231,879 at 4% or $154,586 at 6%; with 50% employer match about $154,586 at 4% or $103,058 at 6%; with 100% employer match about $115,940 at 4% or $77,293 at 6%.
2009170$12,922,459$607,733$8,682iApproximate average salary by contribution assumption: employee only about $217,048 at 4% or $144,698 at 6%; with 50% employer match about $144,698 at 4% or $96,466 at 6%; with 100% employer match about $108,524 at 4% or $72,349 at 6%.
Zks 401(K) & Profit Sharing Plan-70$12,922,459$607,733$8,682iApproximate average salary by contribution assumption: employee only about $217,048 at 4% or $144,698 at 6%; with 50% employer match about $144,698 at 4% or $96,466 at 6%; with 100% employer match about $108,524 at 4% or $72,349 at 6%.
2008178$11,241,800$952,111$12,207iApproximate average salary by contribution assumption: employee only about $305,164 at 4% or $203,443 at 6%; with 50% employer match about $203,443 at 4% or $135,628 at 6%; with 100% employer match about $152,582 at 4% or $101,721 at 6%.
Zks 401(K) & Profit Sharing Plan-78$11,241,800$952,111$12,207iApproximate average salary by contribution assumption: employee only about $305,164 at 4% or $203,443 at 6%; with 50% employer match about $203,443 at 4% or $135,628 at 6%; with 100% employer match about $152,582 at 4% or $101,721 at 6%.
2007180$15,216,568$985,545$12,319iApproximate average salary by contribution assumption: employee only about $307,983 at 4% or $205,322 at 6%; with 50% employer match about $205,322 at 4% or $136,881 at 6%; with 100% employer match about $153,991 at 4% or $102,661 at 6%.
Zks 401(K) & Profit Sharing Plan-80$15,216,568$985,545$12,319iApproximate average salary by contribution assumption: employee only about $307,983 at 4% or $205,322 at 6%; with 50% employer match about $205,322 at 4% or $136,881 at 6%; with 100% employer match about $153,991 at 4% or $102,661 at 6%.
2006282$13,686,940$991,402$12,090iApproximate average salary by contribution assumption: employee only about $302,257 at 4% or $201,504 at 6%; with 50% employer match about $201,504 at 4% or $134,336 at 6%; with 100% employer match about $151,128 at 4% or $100,752 at 6%.
Zks 401(K) & Profit Sharing Plan-82$13,686,940$972,802$11,863iApproximate average salary by contribution assumption: employee only about $296,586 at 4% or $197,724 at 6%; with 50% employer match about $197,724 at 4% or $131,816 at 6%; with 100% employer match about $148,293 at 4% or $98,862 at 6%.
ZKS 401K PLAN FOR ASSOCIATE ATTORNEYS-0-$18,600-
2005266$11,611,543$985,831$14,937iApproximate average salary by contribution assumption: employee only about $373,421 at 4% or $248,947 at 6%; with 50% employer match about $248,947 at 4% or $165,965 at 6%; with 100% employer match about $186,710 at 4% or $124,474 at 6%.
Zks 401(K) & Profit Sharing Plan-66$11,551,394$957,831$14,513iApproximate average salary by contribution assumption: employee only about $362,815 at 4% or $241,877 at 6%; with 50% employer match about $241,877 at 4% or $161,251 at 6%; with 100% employer match about $181,407 at 4% or $120,938 at 6%.
Zks 401(K) & Profit Sharing Plan-13$60,149$28,000$2,154iApproximate average salary by contribution assumption: employee only about $53,846 at 4% or $35,897 at 6%; with 50% employer match about $35,897 at 4% or $23,932 at 6%; with 100% employer match about $26,923 at 4% or $17,949 at 6%.
2004265$10,578,929$357,312$5,497iApproximate average salary by contribution assumption: employee only about $137,428 at 4% or $91,618 at 6%; with 50% employer match about $91,618 at 4% or $61,079 at 6%; with 100% employer match about $68,714 at 4% or $45,809 at 6%.
Zks 401(K) & Profit Sharing Plan-65$10,507,025$340,392$5,237iApproximate average salary by contribution assumption: employee only about $130,920 at 4% or $87,280 at 6%; with 50% employer match about $87,280 at 4% or $58,187 at 6%; with 100% employer match about $65,460 at 4% or $43,640 at 6%.
ZKS 401K PLAN FOR ASSOCIATE ATTORNEYS-10$71,904$16,920$1,692iApproximate average salary by contribution assumption: employee only about $42,300 at 4% or $28,200 at 6%; with 50% employer match about $28,200 at 4% or $18,800 at 6%; with 100% employer match about $21,150 at 4% or $14,100 at 6%.
2003362$9,682,940$903,977$14,580iApproximate average salary by contribution assumption: employee only about $364,507 at 4% or $243,005 at 6%; with 50% employer match about $243,005 at 4% or $162,003 at 6%; with 100% employer match about $182,253 at 4% or $121,502 at 6%.
Zks 401(K) & Profit Sharing Plan-62$9,586,095$869,007$14,016iApproximate average salary by contribution assumption: employee only about $350,406 at 4% or $233,604 at 6%; with 50% employer match about $233,604 at 4% or $155,736 at 6%; with 100% employer match about $175,203 at 4% or $116,802 at 6%.
ZKS 401K PLAN FOR ASSOCIATE ATTORNEYS-9$96,845$34,970$3,886iApproximate average salary by contribution assumption: employee only about $97,139 at 4% or $64,759 at 6%; with 50% employer match about $64,759 at 4% or $43,173 at 6%; with 100% employer match about $48,569 at 4% or $32,380 at 6%.
Zimmerman Shuffield Kiser & Sutcliffe, P.A. Cash or Deferred Profit Sharing Plan-0---
2002369$7,342,230$812,141$11,770iApproximate average salary by contribution assumption: employee only about $294,254 at 4% or $196,169 at 6%; with 50% employer match about $196,169 at 4% or $130,780 at 6%; with 100% employer match about $147,127 at 4% or $98,085 at 6%.
Zks 401(K) & Profit Sharing Plan-69$4,600,811$406,463$5,891iApproximate average salary by contribution assumption: employee only about $147,269 at 4% or $98,179 at 6%; with 50% employer match about $98,179 at 4% or $65,453 at 6%; with 100% employer match about $73,635 at 4% or $49,090 at 6%.
Zimmerman Shuffield Kiser & Sutcliffe, P.A. Cash or Deferred Profit Sharing Plan-68$2,683,410$377,683$5,554iApproximate average salary by contribution assumption: employee only about $138,854 at 4% or $92,569 at 6%; with 50% employer match about $92,569 at 4% or $61,713 at 6%; with 100% employer match about $69,427 at 4% or $46,285 at 6%.
ZSK&S 401K PLAN FOR ASSOCIATE ATTORNEYS-11$58,009$27,995$2,545iApproximate average salary by contribution assumption: employee only about $63,625 at 4% or $42,417 at 6%; with 50% employer match about $42,417 at 4% or $28,278 at 6%; with 100% employer match about $31,813 at 4% or $21,208 at 6%.
2001371$0$0-
Zimmerman Shuffield Kiser & Sutcliffe, P.A. Cash or Deferred Profit Sharing Plan-71---
ZSK&S 401K PLAN FOR ASSOCIATE ATTORNEYS-7---
Zks 401(K) & Profit Sharing Plan-71---
2000364$9,454,922$664,432$10,382iApproximate average salary by contribution assumption: employee only about $259,544 at 4% or $173,029 at 6%; with 50% employer match about $173,029 at 4% or $115,353 at 6%; with 100% employer match about $129,772 at 4% or $86,515 at 6%.
Zks 401(K) & Profit Sharing Plan-64$6,126,828$307,370$4,803iApproximate average salary by contribution assumption: employee only about $120,066 at 4% or $80,044 at 6%; with 50% employer match about $80,044 at 4% or $53,363 at 6%; with 100% employer match about $60,033 at 4% or $40,022 at 6%.
Zimmerman Shuffield Kiser & Sutcliffe, P.A. Cash or Deferred Profit Sharing Plan-64$3,287,389$314,474$4,914iApproximate average salary by contribution assumption: employee only about $122,841 at 4% or $81,894 at 6%; with 50% employer match about $81,894 at 4% or $54,596 at 6%; with 100% employer match about $61,421 at 4% or $40,947 at 6%.
ZSK&S 401K PLAN FOR ASSOCIATE ATTORNEYS-12$40,705$42,588$3,549iApproximate average salary by contribution assumption: employee only about $88,725 at 4% or $59,150 at 6%; with 50% employer match about $59,150 at 4% or $39,433 at 6%; with 100% employer match about $44,363 at 4% or $29,575 at 6%.
1999261$10,199,444$547,125$8,969iApproximate average salary by contribution assumption: employee only about $224,232 at 4% or $149,488 at 6%; with 50% employer match about $149,488 at 4% or $99,658 at 6%; with 100% employer match about $112,116 at 4% or $74,744 at 6%.
Zks 401(K) & Profit Sharing Plan-61$6,831,462$278,053$4,558iApproximate average salary by contribution assumption: employee only about $113,956 at 4% or $75,971 at 6%; with 50% employer match about $75,971 at 4% or $50,647 at 6%; with 100% employer match about $56,978 at 4% or $37,985 at 6%.
Zimmerman Shuffield Kiser & Sutcliffe, P.A. Cash or Deferred Profit Sharing Plan-61$3,367,982$269,072$4,411iApproximate average salary by contribution assumption: employee only about $110,275 at 4% or $73,517 at 6%; with 50% employer match about $73,517 at 4% or $49,011 at 6%; with 100% employer match about $55,138 at 4% or $36,758 at 6%.