Civic Intelligence

Zumwalt Ford

Plan context: Zumwalt Ford 401(K) Profit Sharing Plan

EIN 68-0422107 • St. Helena, CA • 20 filings • 2 plans

21 South Main StreetSt. Helena, CA 94574
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$1,559,129

2020 Contributions

$47,041

Historical Graphs

Total Assets Over Time

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

$1,559,129$779,565$0200220112020YearValue
$1,559,129Latest year 2020

Participants Over Time

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

32160200120112020YearValue
8Latest year 2020

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
202018$1,559,129$47,041$5,880iApproximate average salary by contribution assumption: employee only about $147,003 at 4% or $98,002 at 6%; with 50% employer match about $98,002 at 4% or $65,335 at 6%; with 100% employer match about $73,502 at 4% or $49,001 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-8$1,559,129$47,041$5,880iApproximate average salary by contribution assumption: employee only about $147,003 at 4% or $98,002 at 6%; with 50% employer match about $98,002 at 4% or $65,335 at 6%; with 100% employer match about $73,502 at 4% or $49,001 at 6%.
201918$1,375,021$46,047$5,756iApproximate average salary by contribution assumption: employee only about $143,897 at 4% or $95,931 at 6%; with 50% employer match about $95,931 at 4% or $63,954 at 6%; with 100% employer match about $71,948 at 4% or $47,966 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-8$1,375,021$46,047$5,756iApproximate average salary by contribution assumption: employee only about $143,897 at 4% or $95,931 at 6%; with 50% employer match about $95,931 at 4% or $63,954 at 6%; with 100% employer match about $71,948 at 4% or $47,966 at 6%.
201819$1,256,599$47,260$5,251iApproximate average salary by contribution assumption: employee only about $131,278 at 4% or $87,519 at 6%; with 50% employer match about $87,519 at 4% or $58,346 at 6%; with 100% employer match about $65,639 at 4% or $43,759 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-9$1,256,599$47,260$5,251iApproximate average salary by contribution assumption: employee only about $131,278 at 4% or $87,519 at 6%; with 50% employer match about $87,519 at 4% or $58,346 at 6%; with 100% employer match about $65,639 at 4% or $43,759 at 6%.
201719$1,308,957$50,375$5,597iApproximate average salary by contribution assumption: employee only about $139,931 at 4% or $93,287 at 6%; with 50% employer match about $93,287 at 4% or $62,191 at 6%; with 100% employer match about $69,965 at 4% or $46,644 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-9$1,308,957$50,375$5,597iApproximate average salary by contribution assumption: employee only about $139,931 at 4% or $93,287 at 6%; with 50% employer match about $93,287 at 4% or $62,191 at 6%; with 100% employer match about $69,965 at 4% or $46,644 at 6%.
201619$1,125,683$53,005$5,889iApproximate average salary by contribution assumption: employee only about $147,236 at 4% or $98,157 at 6%; with 50% employer match about $98,157 at 4% or $65,438 at 6%; with 100% employer match about $73,618 at 4% or $49,079 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-9$1,125,683$53,005$5,889iApproximate average salary by contribution assumption: employee only about $147,236 at 4% or $98,157 at 6%; with 50% employer match about $98,157 at 4% or $65,438 at 6%; with 100% employer match about $73,618 at 4% or $49,079 at 6%.
2015110$1,161,846$57,446$5,745iApproximate average salary by contribution assumption: employee only about $143,615 at 4% or $95,743 at 6%; with 50% employer match about $95,743 at 4% or $63,829 at 6%; with 100% employer match about $71,808 at 4% or $47,872 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-10$1,161,846$57,446$5,745iApproximate average salary by contribution assumption: employee only about $143,615 at 4% or $95,743 at 6%; with 50% employer match about $95,743 at 4% or $63,829 at 6%; with 100% employer match about $71,808 at 4% or $47,872 at 6%.
2014110$1,136,921$63,855$6,386iApproximate average salary by contribution assumption: employee only about $159,638 at 4% or $106,425 at 6%; with 50% employer match about $106,425 at 4% or $70,950 at 6%; with 100% employer match about $79,819 at 4% or $53,213 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-10$1,136,921$63,855$6,386iApproximate average salary by contribution assumption: employee only about $159,638 at 4% or $106,425 at 6%; with 50% employer match about $106,425 at 4% or $70,950 at 6%; with 100% employer match about $79,819 at 4% or $53,213 at 6%.
2013110$1,086,542$57,874$5,787iApproximate average salary by contribution assumption: employee only about $144,685 at 4% or $96,457 at 6%; with 50% employer match about $96,457 at 4% or $64,304 at 6%; with 100% employer match about $72,343 at 4% or $48,228 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-10$1,086,542$57,874$5,787iApproximate average salary by contribution assumption: employee only about $144,685 at 4% or $96,457 at 6%; with 50% employer match about $96,457 at 4% or $64,304 at 6%; with 100% employer match about $72,343 at 4% or $48,228 at 6%.
201219$945,924$49,707$5,523iApproximate average salary by contribution assumption: employee only about $138,075 at 4% or $92,050 at 6%; with 50% employer match about $92,050 at 4% or $61,367 at 6%; with 100% employer match about $69,038 at 4% or $46,025 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-9$945,924$49,707$5,523iApproximate average salary by contribution assumption: employee only about $138,075 at 4% or $92,050 at 6%; with 50% employer match about $92,050 at 4% or $61,367 at 6%; with 100% employer match about $69,038 at 4% or $46,025 at 6%.
2011111$929,763$66,514$6,047iApproximate average salary by contribution assumption: employee only about $151,168 at 4% or $100,779 at 6%; with 50% employer match about $100,779 at 4% or $67,186 at 6%; with 100% employer match about $75,584 at 4% or $50,389 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-11$929,763$66,514$6,047iApproximate average salary by contribution assumption: employee only about $151,168 at 4% or $100,779 at 6%; with 50% employer match about $100,779 at 4% or $67,186 at 6%; with 100% employer match about $75,584 at 4% or $50,389 at 6%.
2010113$1,083,709$59,044$4,542iApproximate average salary by contribution assumption: employee only about $113,546 at 4% or $75,697 at 6%; with 50% employer match about $75,697 at 4% or $50,465 at 6%; with 100% employer match about $56,773 at 4% or $37,849 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-13$1,083,709$59,044$4,542iApproximate average salary by contribution assumption: employee only about $113,546 at 4% or $75,697 at 6%; with 50% employer match about $75,697 at 4% or $50,465 at 6%; with 100% employer match about $56,773 at 4% or $37,849 at 6%.
2009113$887,132$64,677$4,975iApproximate average salary by contribution assumption: employee only about $124,379 at 4% or $82,919 at 6%; with 50% employer match about $82,919 at 4% or $55,279 at 6%; with 100% employer match about $62,189 at 4% or $41,460 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-13$887,132$64,677$4,975iApproximate average salary by contribution assumption: employee only about $124,379 at 4% or $82,919 at 6%; with 50% employer match about $82,919 at 4% or $55,279 at 6%; with 100% employer match about $62,189 at 4% or $41,460 at 6%.
2008124$621,132$73,742$3,073iApproximate average salary by contribution assumption: employee only about $76,815 at 4% or $51,210 at 6%; with 50% employer match about $51,210 at 4% or $34,140 at 6%; with 100% employer match about $38,407 at 4% or $25,605 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-24$621,132$73,742$3,073iApproximate average salary by contribution assumption: employee only about $76,815 at 4% or $51,210 at 6%; with 50% employer match about $51,210 at 4% or $34,140 at 6%; with 100% employer match about $38,407 at 4% or $25,605 at 6%.
2007126$895,225$78,498$3,019iApproximate average salary by contribution assumption: employee only about $75,479 at 4% or $50,319 at 6%; with 50% employer match about $50,319 at 4% or $33,546 at 6%; with 100% employer match about $37,739 at 4% or $25,160 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-26$895,225$78,498$3,019iApproximate average salary by contribution assumption: employee only about $75,479 at 4% or $50,319 at 6%; with 50% employer match about $50,319 at 4% or $33,546 at 6%; with 100% employer match about $37,739 at 4% or $25,160 at 6%.
2006124$855,122$86,331$3,597iApproximate average salary by contribution assumption: employee only about $89,928 at 4% or $59,952 at 6%; with 50% employer match about $59,952 at 4% or $39,968 at 6%; with 100% employer match about $44,964 at 4% or $29,976 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-24$855,122$86,331$3,597iApproximate average salary by contribution assumption: employee only about $89,928 at 4% or $59,952 at 6%; with 50% employer match about $59,952 at 4% or $39,968 at 6%; with 100% employer match about $44,964 at 4% or $29,976 at 6%.
2005126$695,757$83,635$3,217iApproximate average salary by contribution assumption: employee only about $80,418 at 4% or $53,612 at 6%; with 50% employer match about $53,612 at 4% or $35,741 at 6%; with 100% employer match about $40,209 at 4% or $26,806 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-26$695,757$83,635$3,217iApproximate average salary by contribution assumption: employee only about $80,418 at 4% or $53,612 at 6%; with 50% employer match about $53,612 at 4% or $35,741 at 6%; with 100% employer match about $40,209 at 4% or $26,806 at 6%.
2004128$570,198$98,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-28$570,198$98,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
2003132$417,836$52,383$1,637iApproximate average salary by contribution assumption: employee only about $40,924 at 4% or $27,283 at 6%; with 50% employer match about $27,283 at 4% or $18,189 at 6%; with 100% employer match about $20,462 at 4% or $13,641 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-32$417,836$52,383$1,637iApproximate average salary by contribution assumption: employee only about $40,924 at 4% or $27,283 at 6%; with 50% employer match about $27,283 at 4% or $18,189 at 6%; with 100% employer match about $20,462 at 4% or $13,641 at 6%.
2002132$299,472$58,979$1,843iApproximate average salary by contribution assumption: employee only about $46,077 at 4% or $30,718 at 6%; with 50% employer match about $30,718 at 4% or $20,479 at 6%; with 100% employer match about $23,039 at 4% or $15,359 at 6%.
Zumwalt Ford 401(K) Profit Sharing Plan-32$299,472$58,979$1,843iApproximate average salary by contribution assumption: employee only about $46,077 at 4% or $30,718 at 6%; with 50% employer match about $30,718 at 4% or $20,479 at 6%; with 100% employer match about $23,039 at 4% or $15,359 at 6%.
2001128$0$0-
Zumwalt Ford 401(K) Profit Sharing Plan-28---