ZHAI WEALTH MANAGEMENT
Plan context: ZHAI FINANCIAL AND TAX LLP 401(K) P/S PLAN
EIN 72-1552686 • San Jose, CA • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$3,538,208
2025 Contributions
$168,385
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $3,538,208 | $168,385 | $18,709iApproximate average salary by contribution assumption: employee only about $467,736 at 4% or $311,824 at 6%; with 50% employer match about $311,824 at 4% or $207,883 at 6%; with 100% employer match about $233,868 at 4% or $155,912 at 6%. |
| ZHAI FINANCIAL AND TAX LLP 401(K) P/S PLAN | - | 9 | $3,538,208 | $168,385 | $18,709iApproximate average salary by contribution assumption: employee only about $467,736 at 4% or $311,824 at 6%; with 50% employer match about $311,824 at 4% or $207,883 at 6%; with 100% employer match about $233,868 at 4% or $155,912 at 6%. |