Civic Intelligence

Zfaty Burns Inc.

Plan context: Zfaty Burns Inc. Retirement Plan

EIN 71-0992758 • Newport Beach, CA • 8 filings • 1 plans

660 Newport Center Drive Suite 900Newport Beach, CA 92660
Current Snapshot

Latest Year

2020

2020 Participants

12

2020 Assets

$1,226,608

2020 Contributions

$165,051

Historical Graphs

Total Assets Over Time

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

$1,226,608$613,304$0201320162019YearValue
$1,226,608Latest year 2019

Participants Over Time

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

1260201320162019YearValue
12Latest year 2019

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
202010$0$165,051-
Zfaty Burns Inc. Retirement Plan-0$0$165,051-
2019112$1,226,608$267,742$22,312iApproximate average salary by contribution assumption: employee only about $557,796 at 4% or $371,864 at 6%; with 50% employer match about $371,864 at 4% or $247,909 at 6%; with 100% employer match about $278,898 at 4% or $185,932 at 6%.
Zfaty Burns Inc. Retirement Plan-12$1,226,608$267,742$22,312iApproximate average salary by contribution assumption: employee only about $557,796 at 4% or $371,864 at 6%; with 50% employer match about $371,864 at 4% or $247,909 at 6%; with 100% employer match about $278,898 at 4% or $185,932 at 6%.
201819$785,771$160,407$17,823iApproximate average salary by contribution assumption: employee only about $445,575 at 4% or $297,050 at 6%; with 50% employer match about $297,050 at 4% or $198,033 at 6%; with 100% employer match about $222,788 at 4% or $148,525 at 6%.
Zfaty Burns Inc. Retirement Plan-9$785,771$160,407$17,823iApproximate average salary by contribution assumption: employee only about $445,575 at 4% or $297,050 at 6%; with 50% employer match about $297,050 at 4% or $198,033 at 6%; with 100% employer match about $222,788 at 4% or $148,525 at 6%.
201717$674,711$140,050$20,007iApproximate average salary by contribution assumption: employee only about $500,179 at 4% or $333,452 at 6%; with 50% employer match about $333,452 at 4% or $222,302 at 6%; with 100% employer match about $250,089 at 4% or $166,726 at 6%.
Zfaty Burns Inc. Retirement Plan-7$674,711$140,050$20,007iApproximate average salary by contribution assumption: employee only about $500,179 at 4% or $333,452 at 6%; with 50% employer match about $333,452 at 4% or $222,302 at 6%; with 100% employer match about $250,089 at 4% or $166,726 at 6%.
201616$455,487$110,585$18,431iApproximate average salary by contribution assumption: employee only about $460,771 at 4% or $307,181 at 6%; with 50% employer match about $307,181 at 4% or $204,787 at 6%; with 100% employer match about $230,385 at 4% or $153,590 at 6%.
Zfaty Burns Inc. Retirement Plan-6$455,487$110,585$18,431iApproximate average salary by contribution assumption: employee only about $460,771 at 4% or $307,181 at 6%; with 50% employer match about $307,181 at 4% or $204,787 at 6%; with 100% employer match about $230,385 at 4% or $153,590 at 6%.
201515$341,168$113,093$22,619iApproximate average salary by contribution assumption: employee only about $565,465 at 4% or $376,977 at 6%; with 50% employer match about $376,977 at 4% or $251,318 at 6%; with 100% employer match about $282,733 at 4% or $188,488 at 6%.
Zfaty Burns Inc. Retirement Plan-5$341,168$113,093$22,619iApproximate average salary by contribution assumption: employee only about $565,465 at 4% or $376,977 at 6%; with 50% employer match about $376,977 at 4% or $251,318 at 6%; with 100% employer match about $282,733 at 4% or $188,488 at 6%.
201415$232,587$92,017$18,403iApproximate average salary by contribution assumption: employee only about $460,085 at 4% or $306,723 at 6%; with 50% employer match about $306,723 at 4% or $204,482 at 6%; with 100% employer match about $230,043 at 4% or $153,362 at 6%.
Zfaty Burns Inc. Retirement Plan-5$232,587$92,017$18,403iApproximate average salary by contribution assumption: employee only about $460,085 at 4% or $306,723 at 6%; with 50% employer match about $306,723 at 4% or $204,482 at 6%; with 100% employer match about $230,043 at 4% or $153,362 at 6%.
201315$133,999$128,482$25,696iApproximate average salary by contribution assumption: employee only about $642,410 at 4% or $428,273 at 6%; with 50% employer match about $428,273 at 4% or $285,516 at 6%; with 100% employer match about $321,205 at 4% or $214,137 at 6%.
Zfaty Burns Inc. Retirement Plan-5$133,999$128,482$25,696iApproximate average salary by contribution assumption: employee only about $642,410 at 4% or $428,273 at 6%; with 50% employer match about $428,273 at 4% or $285,516 at 6%; with 100% employer match about $321,205 at 4% or $214,137 at 6%.