Stuart Zalowitz & Associates
Plan context: Stuart Zalowitz & Associates Retirement Plan
EIN 62-0987515 • Memphis, TN • 13 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
5
2011 Assets
$1,029,782
2011 Contributions
$63,712
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 5 | $1,029,782 | $63,712 | $12,742iApproximate average salary by contribution assumption: employee only about $318,560 at 4% or $212,373 at 6%; with 50% employer match about $212,373 at 4% or $141,582 at 6%; with 100% employer match about $159,280 at 4% or $106,187 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 5 | $1,029,782 | $63,712 | $12,742iApproximate average salary by contribution assumption: employee only about $318,560 at 4% or $212,373 at 6%; with 50% employer match about $212,373 at 4% or $141,582 at 6%; with 100% employer match about $159,280 at 4% or $106,187 at 6%. |
| 2010 | 1 | 5 | $1,024,010 | $64,200 | $12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 5 | $1,024,010 | $64,200 | $12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%. |
| 2009 | 1 | 4 | $835,644 | $65,611 | $16,403iApproximate average salary by contribution assumption: employee only about $410,069 at 4% or $273,379 at 6%; with 50% employer match about $273,379 at 4% or $182,253 at 6%; with 100% employer match about $205,034 at 4% or $136,690 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 4 | $835,644 | $65,611 | $16,403iApproximate average salary by contribution assumption: employee only about $410,069 at 4% or $273,379 at 6%; with 50% employer match about $273,379 at 4% or $182,253 at 6%; with 100% employer match about $205,034 at 4% or $136,690 at 6%. |
| 2008 | 1 | 3 | $589,303 | $41,138 | $13,713iApproximate average salary by contribution assumption: employee only about $342,817 at 4% or $228,544 at 6%; with 50% employer match about $228,544 at 4% or $152,363 at 6%; with 100% employer match about $171,408 at 4% or $114,272 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 3 | $589,303 | $41,138 | $13,713iApproximate average salary by contribution assumption: employee only about $342,817 at 4% or $228,544 at 6%; with 50% employer match about $228,544 at 4% or $152,363 at 6%; with 100% employer match about $171,408 at 4% or $114,272 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Stuart Zalowitz & Associates Retirement Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $808,742 | $48,684 | $24,342iApproximate average salary by contribution assumption: employee only about $608,550 at 4% or $405,700 at 6%; with 50% employer match about $405,700 at 4% or $270,467 at 6%; with 100% employer match about $304,275 at 4% or $202,850 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 2 | $808,742 | $48,684 | $24,342iApproximate average salary by contribution assumption: employee only about $608,550 at 4% or $405,700 at 6%; with 50% employer match about $405,700 at 4% or $270,467 at 6%; with 100% employer match about $304,275 at 4% or $202,850 at 6%. |
| 2005 | 1 | 2 | $697,383 | $57,156 | $28,578iApproximate average salary by contribution assumption: employee only about $714,450 at 4% or $476,300 at 6%; with 50% employer match about $476,300 at 4% or $317,533 at 6%; with 100% employer match about $357,225 at 4% or $238,150 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 2 | $697,383 | $57,156 | $28,578iApproximate average salary by contribution assumption: employee only about $714,450 at 4% or $476,300 at 6%; with 50% employer match about $476,300 at 4% or $317,533 at 6%; with 100% employer match about $357,225 at 4% or $238,150 at 6%. |
| 2004 | 1 | 2 | $575,275 | $49,229 | $24,615iApproximate average salary by contribution assumption: employee only about $615,363 at 4% or $410,242 at 6%; with 50% employer match about $410,242 at 4% or $273,494 at 6%; with 100% employer match about $307,681 at 4% or $205,121 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 2 | $575,275 | $49,229 | $24,615iApproximate average salary by contribution assumption: employee only about $615,363 at 4% or $410,242 at 6%; with 50% employer match about $410,242 at 4% or $273,494 at 6%; with 100% employer match about $307,681 at 4% or $205,121 at 6%. |
| 2003 | 1 | 2 | $492,828 | $45,722 | $22,861iApproximate average salary by contribution assumption: employee only about $571,525 at 4% or $381,017 at 6%; with 50% employer match about $381,017 at 4% or $254,011 at 6%; with 100% employer match about $285,763 at 4% or $190,508 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 2 | $492,828 | $45,722 | $22,861iApproximate average salary by contribution assumption: employee only about $571,525 at 4% or $381,017 at 6%; with 50% employer match about $381,017 at 4% or $254,011 at 6%; with 100% employer match about $285,763 at 4% or $190,508 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Stuart Zalowitz & Associates Retirement Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Stuart Zalowitz & Associates Retirement Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $371,641 | $23,895 | $11,948iApproximate average salary by contribution assumption: employee only about $298,688 at 4% or $199,125 at 6%; with 50% employer match about $199,125 at 4% or $132,750 at 6%; with 100% employer match about $149,344 at 4% or $99,563 at 6%. |
| Stuart Zalowitz & Associates Retirement Plan | - | 2 | $371,641 | $23,895 | $11,948iApproximate average salary by contribution assumption: employee only about $298,688 at 4% or $199,125 at 6%; with 50% employer match about $199,125 at 4% or $132,750 at 6%; with 100% employer match about $149,344 at 4% or $99,563 at 6%. |
| 1999 | 1 | 1 | $320,458 | $0 | - |
| Stuart Zalowitz & Associates Retirement Plan | - | 1 | $320,458 | - | - |