Civic Intelligence

Zell & Associates

Plan context: Zell & Associates Profit Sharing Plan

EIN 68-0443672 • Point Richmond Park, CA • 26 filings • 3 plans

230 Drakes Bay CourtPoint Richmond Park, CA 94801
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,251,337

2024 Contributions

$84,518

Historical Graphs

Total Assets Over Time

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

$2,251,337$1,125,669$0200020132024YearValue
$2,251,337Latest year 2024

Participants Over Time

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

420200020122024YearValue
2Latest 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
202412$2,251,337$84,518$42,259iApproximate average salary by contribution assumption: employee only about $1,056,475 at 4% or $704,317 at 6%; with 50% employer match about $704,317 at 4% or $469,544 at 6%; with 100% employer match about $528,238 at 4% or $352,158 at 6%.
Zell & Associates Profit Sharing Plan-2$2,251,337$84,518$42,259iApproximate average salary by contribution assumption: employee only about $1,056,475 at 4% or $704,317 at 6%; with 50% employer match about $704,317 at 4% or $469,544 at 6%; with 100% employer match about $528,238 at 4% or $352,158 at 6%.
202312$2,052,808$80,089$40,045iApproximate average salary by contribution assumption: employee only about $1,001,113 at 4% or $667,408 at 6%; with 50% employer match about $667,408 at 4% or $444,939 at 6%; with 100% employer match about $500,556 at 4% or $333,704 at 6%.
Zell & Associates Profit Sharing Plan-2$2,052,808$80,089$40,045iApproximate average salary by contribution assumption: employee only about $1,001,113 at 4% or $667,408 at 6%; with 50% employer match about $667,408 at 4% or $444,939 at 6%; with 100% employer match about $500,556 at 4% or $333,704 at 6%.
202212$1,859,644$73,920$36,960iApproximate average salary by contribution assumption: employee only about $924,000 at 4% or $616,000 at 6%; with 50% employer match about $616,000 at 4% or $410,667 at 6%; with 100% employer match about $462,000 at 4% or $308,000 at 6%.
Zell & Associates Profit Sharing Plan-2$1,859,644$73,920$36,960iApproximate average salary by contribution assumption: employee only about $924,000 at 4% or $616,000 at 6%; with 50% employer match about $616,000 at 4% or $410,667 at 6%; with 100% employer match about $462,000 at 4% or $308,000 at 6%.
202112$2,017,690$69,681$34,841iApproximate average salary by contribution assumption: employee only about $871,013 at 4% or $580,675 at 6%; with 50% employer match about $580,675 at 4% or $387,117 at 6%; with 100% employer match about $435,506 at 4% or $290,338 at 6%.
Zell & Associates Profit Sharing Plan-2$2,017,690$69,681$34,841iApproximate average salary by contribution assumption: employee only about $871,013 at 4% or $580,675 at 6%; with 50% employer match about $580,675 at 4% or $387,117 at 6%; with 100% employer match about $435,506 at 4% or $290,338 at 6%.
202012$1,774,459$67,589$33,795iApproximate average salary by contribution assumption: employee only about $844,863 at 4% or $563,242 at 6%; with 50% employer match about $563,242 at 4% or $375,494 at 6%; with 100% employer match about $422,431 at 4% or $281,621 at 6%.
Zell & Associates Profit Sharing Plan-2$1,774,459$67,589$33,795iApproximate average salary by contribution assumption: employee only about $844,863 at 4% or $563,242 at 6%; with 50% employer match about $563,242 at 4% or $375,494 at 6%; with 100% employer match about $422,431 at 4% or $281,621 at 6%.
201912$1,597,103$65,412$32,706iApproximate average salary by contribution assumption: employee only about $817,650 at 4% or $545,100 at 6%; with 50% employer match about $545,100 at 4% or $363,400 at 6%; with 100% employer match about $408,825 at 4% or $272,550 at 6%.
Zell & Associates Profit Sharing Plan-2$1,597,103$65,412$32,706iApproximate average salary by contribution assumption: employee only about $817,650 at 4% or $545,100 at 6%; with 50% employer match about $545,100 at 4% or $363,400 at 6%; with 100% employer match about $408,825 at 4% or $272,550 at 6%.
201812$1,337,947$63,962$31,981iApproximate average salary by contribution assumption: employee only about $799,525 at 4% or $533,017 at 6%; with 50% employer match about $533,017 at 4% or $355,344 at 6%; with 100% employer match about $399,763 at 4% or $266,508 at 6%.
Zell & Associates Profit Sharing Plan-2$1,337,947$63,962$31,981iApproximate average salary by contribution assumption: employee only about $799,525 at 4% or $533,017 at 6%; with 50% employer match about $533,017 at 4% or $355,344 at 6%; with 100% employer match about $399,763 at 4% or $266,508 at 6%.
201712$1,317,747$61,458$30,729iApproximate average salary by contribution assumption: employee only about $768,225 at 4% or $512,150 at 6%; with 50% employer match about $512,150 at 4% or $341,433 at 6%; with 100% employer match about $384,113 at 4% or $256,075 at 6%.
Zell & Associates Profit Sharing Plan-2$1,317,747$61,458$30,729iApproximate average salary by contribution assumption: employee only about $768,225 at 4% or $512,150 at 6%; with 50% employer match about $512,150 at 4% or $341,433 at 6%; with 100% employer match about $384,113 at 4% or $256,075 at 6%.
201612$1,189,468$60,133$30,067iApproximate average salary by contribution assumption: employee only about $751,663 at 4% or $501,108 at 6%; with 50% employer match about $501,108 at 4% or $334,072 at 6%; with 100% employer match about $375,831 at 4% or $250,554 at 6%.
Zell & Associates Profit Sharing Plan-2$1,189,468$60,133$30,067iApproximate average salary by contribution assumption: employee only about $751,663 at 4% or $501,108 at 6%; with 50% employer match about $501,108 at 4% or $334,072 at 6%; with 100% employer match about $375,831 at 4% or $250,554 at 6%.
201513$1,092,398$64,377$21,459iApproximate average salary by contribution assumption: employee only about $536,475 at 4% or $357,650 at 6%; with 50% employer match about $357,650 at 4% or $238,433 at 6%; with 100% employer match about $268,238 at 4% or $178,825 at 6%.
Zell & Associates Profit Sharing Plan-3$1,092,398$64,377$21,459iApproximate average salary by contribution assumption: employee only about $536,475 at 4% or $357,650 at 6%; with 50% employer match about $357,650 at 4% or $238,433 at 6%; with 100% employer match about $268,238 at 4% or $178,825 at 6%.
201413$1,017,017$63,116$21,039iApproximate average salary by contribution assumption: employee only about $525,967 at 4% or $350,644 at 6%; with 50% employer match about $350,644 at 4% or $233,763 at 6%; with 100% employer match about $262,983 at 4% or $175,322 at 6%.
Zell & Associates Profit Sharing Plan-3$1,017,017$63,116$21,039iApproximate average salary by contribution assumption: employee only about $525,967 at 4% or $350,644 at 6%; with 50% employer match about $350,644 at 4% or $233,763 at 6%; with 100% employer match about $262,983 at 4% or $175,322 at 6%.
201313$866,456$60,126$20,042iApproximate average salary by contribution assumption: employee only about $501,050 at 4% or $334,033 at 6%; with 50% employer match about $334,033 at 4% or $222,689 at 6%; with 100% employer match about $250,525 at 4% or $167,017 at 6%.
Zell & Associates Profit Sharing Plan-3$866,456$60,126$20,042iApproximate average salary by contribution assumption: employee only about $501,050 at 4% or $334,033 at 6%; with 50% employer match about $334,033 at 4% or $222,689 at 6%; with 100% employer match about $250,525 at 4% or $167,017 at 6%.
201213$813,251$64,010$21,337iApproximate average salary by contribution assumption: employee only about $533,417 at 4% or $355,611 at 6%; with 50% employer match about $355,611 at 4% or $237,074 at 6%; with 100% employer match about $266,708 at 4% or $177,806 at 6%.
Zell & Associates Profit Sharing Plan-3$813,251$64,010$21,337iApproximate average salary by contribution assumption: employee only about $533,417 at 4% or $355,611 at 6%; with 50% employer match about $355,611 at 4% or $237,074 at 6%; with 100% employer match about $266,708 at 4% or $177,806 at 6%.
201113$701,451$62,959$20,986iApproximate average salary by contribution assumption: employee only about $524,658 at 4% or $349,772 at 6%; with 50% employer match about $349,772 at 4% or $233,181 at 6%; with 100% employer match about $262,329 at 4% or $174,886 at 6%.
Zell & Associates Profit Sharing Plan-3$701,451$62,959$20,986iApproximate average salary by contribution assumption: employee only about $524,658 at 4% or $349,772 at 6%; with 50% employer match about $349,772 at 4% or $233,181 at 6%; with 100% employer match about $262,329 at 4% or $174,886 at 6%.
201013$605,148$61,906$20,635iApproximate average salary by contribution assumption: employee only about $515,883 at 4% or $343,922 at 6%; with 50% employer match about $343,922 at 4% or $229,281 at 6%; with 100% employer match about $257,942 at 4% or $171,961 at 6%.
Zell & Associates Profit Sharing Plan-3$605,148$61,906$20,635iApproximate average salary by contribution assumption: employee only about $515,883 at 4% or $343,922 at 6%; with 50% employer match about $343,922 at 4% or $229,281 at 6%; with 100% employer match about $257,942 at 4% or $171,961 at 6%.
200913$477,704$61,906$20,635iApproximate average salary by contribution assumption: employee only about $515,883 at 4% or $343,922 at 6%; with 50% employer match about $343,922 at 4% or $229,281 at 6%; with 100% employer match about $257,942 at 4% or $171,961 at 6%.
Zell & Associates Profit Sharing Plan-3$477,704$61,906$20,635iApproximate average salary by contribution assumption: employee only about $515,883 at 4% or $343,922 at 6%; with 50% employer match about $343,922 at 4% or $229,281 at 6%; with 100% employer match about $257,942 at 4% or $171,961 at 6%.
200813$380,162$58,901$19,634iApproximate average salary by contribution assumption: employee only about $490,842 at 4% or $327,228 at 6%; with 50% employer match about $327,228 at 4% or $218,152 at 6%; with 100% employer match about $245,421 at 4% or $163,614 at 6%.
Zell & Associates Profit Sharing Plan-3$380,162$58,901$19,634iApproximate average salary by contribution assumption: employee only about $490,842 at 4% or $327,228 at 6%; with 50% employer match about $327,228 at 4% or $218,152 at 6%; with 100% employer match about $245,421 at 4% or $163,614 at 6%.
200713$0$0-
Zell & Associates Profit Sharing Plan-3---
200614$335,489$64,423$16,106iApproximate average salary by contribution assumption: employee only about $402,644 at 4% or $268,429 at 6%; with 50% employer match about $268,429 at 4% or $178,953 at 6%; with 100% employer match about $201,322 at 4% or $134,215 at 6%.
Zell & Associates Profit Sharing Plan-4$335,489$64,423$16,106iApproximate average salary by contribution assumption: employee only about $402,644 at 4% or $268,429 at 6%; with 50% employer match about $268,429 at 4% or $178,953 at 6%; with 100% employer match about $201,322 at 4% or $134,215 at 6%.
200513$262,217$64,126$21,375iApproximate average salary by contribution assumption: employee only about $534,383 at 4% or $356,256 at 6%; with 50% employer match about $356,256 at 4% or $237,504 at 6%; with 100% employer match about $267,192 at 4% or $178,128 at 6%.
Zell & Associates Profit Sharing Plan-3$262,217$64,126$21,375iApproximate average salary by contribution assumption: employee only about $534,383 at 4% or $356,256 at 6%; with 50% employer match about $356,256 at 4% or $237,504 at 6%; with 100% employer match about $267,192 at 4% or $178,128 at 6%.
200413$305,152$57,502$19,167iApproximate average salary by contribution assumption: employee only about $479,183 at 4% or $319,456 at 6%; with 50% employer match about $319,456 at 4% or $212,970 at 6%; with 100% employer match about $239,592 at 4% or $159,728 at 6%.
Zell & Associates Profit Sharing Plan-3$305,152$57,502$19,167iApproximate average salary by contribution assumption: employee only about $479,183 at 4% or $319,456 at 6%; with 50% employer match about $319,456 at 4% or $212,970 at 6%; with 100% employer match about $239,592 at 4% or $159,728 at 6%.
200313$243,298$50,933$16,978iApproximate average salary by contribution assumption: employee only about $424,442 at 4% or $282,961 at 6%; with 50% employer match about $282,961 at 4% or $188,641 at 6%; with 100% employer match about $212,221 at 4% or $141,481 at 6%.
Zell & Associates Profit Sharing Plan-3$243,298$50,933$16,978iApproximate average salary by contribution assumption: employee only about $424,442 at 4% or $282,961 at 6%; with 50% employer match about $282,961 at 4% or $188,641 at 6%; with 100% employer match about $212,221 at 4% or $141,481 at 6%.
200212$182,289$45,645$22,823iApproximate average salary by contribution assumption: employee only about $570,563 at 4% or $380,375 at 6%; with 50% employer match about $380,375 at 4% or $253,583 at 6%; with 100% employer match about $285,281 at 4% or $190,188 at 6%.
Zell & Associates Profit Sharing Plan-2$182,289$45,645$22,823iApproximate average salary by contribution assumption: employee only about $570,563 at 4% or $380,375 at 6%; with 50% employer match about $380,375 at 4% or $253,583 at 6%; with 100% employer match about $285,281 at 4% or $190,188 at 6%.
200112$152,342$39,972$19,986iApproximate average salary by contribution assumption: employee only about $499,650 at 4% or $333,100 at 6%; with 50% employer match about $333,100 at 4% or $222,067 at 6%; with 100% employer match about $249,825 at 4% or $166,550 at 6%.
Zell & Associates Profit Sharing Plan-2$152,342$39,972$19,986iApproximate average salary by contribution assumption: employee only about $499,650 at 4% or $333,100 at 6%; with 50% employer match about $333,100 at 4% or $222,067 at 6%; with 100% employer match about $249,825 at 4% or $166,550 at 6%.
200022$114,550$33,593$16,797iApproximate average salary by contribution assumption: employee only about $419,913 at 4% or $279,942 at 6%; with 50% employer match about $279,942 at 4% or $186,628 at 6%; with 100% employer match about $209,956 at 4% or $139,971 at 6%.
Zell & Associates Profit Sharing Plan-2$114,550$33,593$16,797iApproximate average salary by contribution assumption: employee only about $419,913 at 4% or $279,942 at 6%; with 50% employer match about $279,942 at 4% or $186,628 at 6%; with 100% employer match about $209,956 at 4% or $139,971 at 6%.
ZELL & ASSOCIATES PROFIT SHARING PLAN-1---