Civic Intelligence

Matthew M. Zavarella Dds, Ms LLC

Plan context: Matthew M. Zavarella Cash Balance Plan

EIN 74-3223099 • Westerville, OH • 29 filings • 2 plans

616A Office ParkwayWesterville, OH 43082
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,330,521

2024 Contributions

$312,732

Historical Graphs

Total Assets Over Time

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

$2,881,680$1,440,840$0200720152023YearValue
$1,330,521Latest year 2023

Participants Over Time

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

950200720152023YearValue
9Latest year 2023

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
202410$0$0-
Matthew M. Zavarella Cash Balance Plan-0$0$0-
202329$1,330,521$312,732$34,748iApproximate average salary by contribution assumption: employee only about $868,700 at 4% or $579,133 at 6%; with 50% employer match about $579,133 at 4% or $386,089 at 6%; with 100% employer match about $434,350 at 4% or $289,567 at 6%.
Matthew M. Zavarella Cash Balance Plan-9$1,330,521$237,411$26,379iApproximate average salary by contribution assumption: employee only about $659,475 at 4% or $439,650 at 6%; with 50% employer match about $439,650 at 4% or $293,100 at 6%; with 100% employer match about $329,738 at 4% or $219,825 at 6%.
Matthew M. Zavarella Profit Sharing Plan-0$0$75,321-
202228$2,564,281$252,726$31,591iApproximate average salary by contribution assumption: employee only about $789,769 at 4% or $526,513 at 6%; with 50% employer match about $526,513 at 4% or $351,008 at 6%; with 100% employer match about $394,884 at 4% or $263,256 at 6%.
Matthew M. Zavarella Profit Sharing Plan-7$1,601,923$64,947$9,278iApproximate average salary by contribution assumption: employee only about $231,954 at 4% or $154,636 at 6%; with 50% employer match about $154,636 at 4% or $103,090 at 6%; with 100% employer match about $115,977 at 4% or $77,318 at 6%.
Matthew M. Zavarella Cash Balance Plan-8$962,358$187,779$23,472iApproximate average salary by contribution assumption: employee only about $586,809 at 4% or $391,206 at 6%; with 50% employer match about $391,206 at 4% or $260,804 at 6%; with 100% employer match about $293,405 at 4% or $195,603 at 6%.
202126$2,881,680$251,796$41,966iApproximate average salary by contribution assumption: employee only about $1,049,150 at 4% or $699,433 at 6%; with 50% employer match about $699,433 at 4% or $466,289 at 6%; with 100% employer match about $524,575 at 4% or $349,717 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$1,959,065$64,076$16,019iApproximate average salary by contribution assumption: employee only about $400,475 at 4% or $266,983 at 6%; with 50% employer match about $266,983 at 4% or $177,989 at 6%; with 100% employer match about $200,238 at 4% or $133,492 at 6%.
Matthew M. Zavarella Cash Balance Plan-6$922,615$187,720$31,287iApproximate average salary by contribution assumption: employee only about $782,167 at 4% or $521,444 at 6%; with 50% employer match about $521,444 at 4% or $347,630 at 6%; with 100% employer match about $391,083 at 4% or $260,722 at 6%.
202026$2,293,164$164,570$27,428iApproximate average salary by contribution assumption: employee only about $685,708 at 4% or $457,139 at 6%; with 50% employer match about $457,139 at 4% or $304,759 at 6%; with 100% employer match about $342,854 at 4% or $228,569 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$1,663,609$62,570$15,643iApproximate average salary by contribution assumption: employee only about $391,063 at 4% or $260,708 at 6%; with 50% employer match about $260,708 at 4% or $173,806 at 6%; with 100% employer match about $195,531 at 4% or $130,354 at 6%.
Matthew M. Zavarella Cash Balance Plan-6$629,555$102,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201926$1,832,825$128,313$21,386iApproximate average salary by contribution assumption: employee only about $534,638 at 4% or $356,425 at 6%; with 50% employer match about $356,425 at 4% or $237,617 at 6%; with 100% employer match about $267,319 at 4% or $178,213 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$1,358,781$60,601$15,150iApproximate average salary by contribution assumption: employee only about $378,756 at 4% or $252,504 at 6%; with 50% employer match about $252,504 at 4% or $168,336 at 6%; with 100% employer match about $189,378 at 4% or $126,252 at 6%.
Matthew M. Zavarella Cash Balance Plan-6$474,044$67,712$11,285iApproximate average salary by contribution assumption: employee only about $282,133 at 4% or $188,089 at 6%; with 50% employer match about $188,089 at 4% or $125,393 at 6%; with 100% employer match about $141,067 at 4% or $94,044 at 6%.
201826$1,414,543$170,308$28,385iApproximate average salary by contribution assumption: employee only about $709,617 at 4% or $473,078 at 6%; with 50% employer match about $473,078 at 4% or $315,385 at 6%; with 100% employer match about $354,808 at 4% or $236,539 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$1,062,120$88,547$22,137iApproximate average salary by contribution assumption: employee only about $553,419 at 4% or $368,946 at 6%; with 50% employer match about $368,946 at 4% or $245,964 at 6%; with 100% employer match about $276,709 at 4% or $184,473 at 6%.
Matthew M. Zavarella Cash Balance Plan-6$352,423$81,761$13,627iApproximate average salary by contribution assumption: employee only about $340,671 at 4% or $227,114 at 6%; with 50% employer match about $227,114 at 4% or $151,409 at 6%; with 100% employer match about $170,335 at 4% or $113,557 at 6%.
201724$1,370,253$116,390$29,098iApproximate average salary by contribution assumption: employee only about $727,438 at 4% or $484,958 at 6%; with 50% employer match about $484,958 at 4% or $323,306 at 6%; with 100% employer match about $363,719 at 4% or $242,479 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$1,084,371$74,390$18,598iApproximate average salary by contribution assumption: employee only about $464,938 at 4% or $309,958 at 6%; with 50% employer match about $309,958 at 4% or $206,639 at 6%; with 100% employer match about $232,469 at 4% or $154,979 at 6%.
Matthew M. Zavarella Cash Balance Plan-3$285,882$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201624$1,065,922$121,980$30,495iApproximate average salary by contribution assumption: employee only about $762,375 at 4% or $508,250 at 6%; with 50% employer match about $508,250 at 4% or $338,833 at 6%; with 100% employer match about $381,188 at 4% or $254,125 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$843,350$75,980$18,995iApproximate average salary by contribution assumption: employee only about $474,875 at 4% or $316,583 at 6%; with 50% employer match about $316,583 at 4% or $211,056 at 6%; with 100% employer match about $237,438 at 4% or $158,292 at 6%.
Matthew M. Zavarella Cash Balance Plan-3$222,572$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
201525$908,005$135,500$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
Matthew M. Zavarella Profit Sharing Plan-5$744,916$75,500$15,100iApproximate average salary by contribution assumption: employee only about $377,500 at 4% or $251,667 at 6%; with 50% employer match about $251,667 at 4% or $167,778 at 6%; with 100% employer match about $188,750 at 4% or $125,833 at 6%.
Matthew M. Zavarella Cash Balance Plan-3$163,089$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201424$793,827$127,142$31,786iApproximate average salary by contribution assumption: employee only about $794,638 at 4% or $529,758 at 6%; with 50% employer match about $529,758 at 4% or $353,172 at 6%; with 100% employer match about $397,319 at 4% or $264,879 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$688,382$77,142$19,286iApproximate average salary by contribution assumption: employee only about $482,138 at 4% or $321,425 at 6%; with 50% employer match about $321,425 at 4% or $214,283 at 6%; with 100% employer match about $241,069 at 4% or $160,713 at 6%.
Matthew M. Zavarella Cash Balance Plan-3$105,445$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201324$644,140$103,863$25,966iApproximate average salary by contribution assumption: employee only about $649,144 at 4% or $432,763 at 6%; with 50% employer match about $432,763 at 4% or $288,508 at 6%; with 100% employer match about $324,572 at 4% or $216,381 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$590,140$49,863$12,466iApproximate average salary by contribution assumption: employee only about $311,644 at 4% or $207,763 at 6%; with 50% employer match about $207,763 at 4% or $138,508 at 6%; with 100% employer match about $155,822 at 4% or $103,881 at 6%.
Matthew M. Zavarella Cash Balance Plan-3$54,000$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201214$441,089$76,970$19,243iApproximate average salary by contribution assumption: employee only about $481,063 at 4% or $320,708 at 6%; with 50% employer match about $320,708 at 4% or $213,806 at 6%; with 100% employer match about $240,531 at 4% or $160,354 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$441,089$76,970$19,243iApproximate average salary by contribution assumption: employee only about $481,063 at 4% or $320,708 at 6%; with 50% employer match about $320,708 at 4% or $213,806 at 6%; with 100% employer match about $240,531 at 4% or $160,354 at 6%.
201114$317,958$74,966$18,742iApproximate average salary by contribution assumption: employee only about $468,538 at 4% or $312,358 at 6%; with 50% employer match about $312,358 at 4% or $208,239 at 6%; with 100% employer match about $234,269 at 4% or $156,179 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$317,958$74,966$18,742iApproximate average salary by contribution assumption: employee only about $468,538 at 4% or $312,358 at 6%; with 50% employer match about $312,358 at 4% or $208,239 at 6%; with 100% employer match about $234,269 at 4% or $156,179 at 6%.
201014$263,455$69,577$17,394iApproximate average salary by contribution assumption: employee only about $434,856 at 4% or $289,904 at 6%; with 50% employer match about $289,904 at 4% or $193,269 at 6%; with 100% employer match about $217,428 at 4% or $144,952 at 6%.
Matthew M. Zavarella Profit Sharing Plan-4$263,455$69,577$17,394iApproximate average salary by contribution assumption: employee only about $434,856 at 4% or $289,904 at 6%; with 50% employer match about $289,904 at 4% or $193,269 at 6%; with 100% employer match about $217,428 at 4% or $144,952 at 6%.
200913$177,508$53,857$17,952iApproximate average salary by contribution assumption: employee only about $448,808 at 4% or $299,206 at 6%; with 50% employer match about $299,206 at 4% or $199,470 at 6%; with 100% employer match about $224,404 at 4% or $149,603 at 6%.
Matthew M. Zavarella Profit Sharing Plan-3$177,508$53,857$17,952iApproximate average salary by contribution assumption: employee only about $448,808 at 4% or $299,206 at 6%; with 50% employer match about $299,206 at 4% or $199,470 at 6%; with 100% employer match about $224,404 at 4% or $149,603 at 6%.
200812$84,112$85,404$42,702iApproximate average salary by contribution assumption: employee only about $1,067,550 at 4% or $711,700 at 6%; with 50% employer match about $711,700 at 4% or $474,467 at 6%; with 100% employer match about $533,775 at 4% or $355,850 at 6%.
Matthew M. Zavarella Profit Sharing Plan-2$84,112$85,404$42,702iApproximate average salary by contribution assumption: employee only about $1,067,550 at 4% or $711,700 at 6%; with 50% employer match about $711,700 at 4% or $474,467 at 6%; with 100% employer match about $533,775 at 4% or $355,850 at 6%.
200712$27,144$27,107$13,554iApproximate average salary by contribution assumption: employee only about $338,838 at 4% or $225,892 at 6%; with 50% employer match about $225,892 at 4% or $150,594 at 6%; with 100% employer match about $169,419 at 4% or $112,946 at 6%.
Matthew M. Zavarella Profit Sharing Plan-2$27,144$27,107$13,554iApproximate average salary by contribution assumption: employee only about $338,838 at 4% or $225,892 at 6%; with 50% employer match about $225,892 at 4% or $150,594 at 6%; with 100% employer match about $169,419 at 4% or $112,946 at 6%.