Civic Intelligence

Zobel Real Estate Inc.

Plan context: Zobel Real Estate Inc. Pension Plan and Trust

EIN 59-2676108 • Port Charlotte, FL • 15 filings • 1 plans

21202 Olean Blvd, Ste A4Port Charlotte, FL 33952-6709
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,576

2018 Contributions

$188,702

Historical Graphs

Total Assets Over Time

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

$216,044$108,022$0200420132018YearValue
$1,576Latest year 2018

Participants Over Time

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

420200420082016YearValue
1Latest year 2016

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
201810$1,576$0-
Zobel Real Estate Inc. Pension Plan and Trust-0$1,576--
201710$63,922$0-
Zobel Real Estate Inc. Pension Plan and Trust-0$63,922--
201611$73,977$0-
Zobel Real Estate Inc. Pension Plan and Trust-1$73,977--
201511$73,870$0-
Zobel Real Estate Inc. Pension Plan and Trust-1$73,870--
201411$75,081$0-
Zobel Real Estate Inc. Pension Plan and Trust-1$75,081--
201310$70,724$0-
Zobel Real Estate Inc. Pension Plan and Trust-0$70,724--
201210$78,884$0-
Zobel Real Estate Inc. Pension Plan and Trust-0$78,884--
201110$87,500$0-
Zobel Real Estate Inc. Pension Plan and Trust-0$87,500--
201010$98,320$0-
Zobel Real Estate Inc. Pension Plan and Trust-0$98,320--
200914$216,044$0-
Zobel Real Estate Inc. Pension Plan and Trust-4$216,044--
200813$0$0-
Zobel Real Estate Inc. Pension Plan and Trust-3---
200713$0$0-
Zobel Real Estate Inc. Pension Plan and Trust-3---
200613$0$0-
Zobel Real Estate Inc. Pension Plan and Trust-3---
200513$0$0-
Zobel Real Estate Inc. Pension Plan and Trust-3---
200413$188,702$188,702$62,901iApproximate average salary by contribution assumption: employee only about $1,572,517 at 4% or $1,048,344 at 6%; with 50% employer match about $1,048,344 at 4% or $698,896 at 6%; with 100% employer match about $786,258 at 4% or $524,172 at 6%.
Zobel Real Estate Inc. Pension Plan and Trust-3$188,702$188,702$62,901iApproximate average salary by contribution assumption: employee only about $1,572,517 at 4% or $1,048,344 at 6%; with 50% employer match about $1,048,344 at 4% or $698,896 at 6%; with 100% employer match about $786,258 at 4% or $524,172 at 6%.