Civic Intelligence

Zimbardi Financial Group

Plan context: Zimbardi Financial Group 401 K Profit Sharing Plan Trust

EIN 61-1540502 • Port Washington, NY • 5 filings • 2 plans

223 Main StPort Washington, NY 11050-3211
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$15,025

2016 Contributions

$8,629

Historical Graphs

Total Assets Over Time

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

$15,398$7,699$0200820142015YearValue
$15,025Latest year 2015

Participants Over Time

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

210200820142015YearValue
2Latest year 2015

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
201610$0$0-
Zimbardi Financial Group 401 K Profit Sharing Plan Trust-0$0$0-
201512$15,025$0-
Zimbardi Financial Group 401 K Profit Sharing Plan Trust-2$15,025$0-
201412$15,398$0-
Zimbardi Financial Group 401 K Profit Sharing Plan Trust-2$15,398$0-
201312$14,435$0-
Zimbardi Financial Group 401 K Profit Sharing Plan Trust-2$14,435$0-
200811$6,642$8,629$8,629iApproximate average salary by contribution assumption: employee only about $215,725 at 4% or $143,817 at 6%; with 50% employer match about $143,817 at 4% or $95,878 at 6%; with 100% employer match about $107,863 at 4% or $71,908 at 6%.
Zimbardi Financial Group 401 K Profit Sharing Plan Trust-1$6,642$8,629$8,629iApproximate average salary by contribution assumption: employee only about $215,725 at 4% or $143,817 at 6%; with 50% employer match about $143,817 at 4% or $95,878 at 6%; with 100% employer match about $107,863 at 4% or $71,908 at 6%.