ZOGG INSURANCE SERVICES, INC.
Plan context: Zogg Insurance/Employee Resources Retirement Savings Plan
EIN 75-2604075 • 21 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
2,302
2018 Assets
$34,897,695
2018 Contributions
$4,124,239
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 2,302 | $34,897,695 | $4,124,239 | $1,792iApproximate average salary by contribution assumption: employee only about $44,790 at 4% or $29,860 at 6%; with 50% employer match about $29,860 at 4% or $19,907 at 6%; with 100% employer match about $22,395 at 4% or $14,930 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 2,302 | $34,897,695 | $4,124,239 | $1,792iApproximate average salary by contribution assumption: employee only about $44,790 at 4% or $29,860 at 6%; with 50% employer match about $29,860 at 4% or $19,907 at 6%; with 100% employer match about $22,395 at 4% or $14,930 at 6%. |
| 2017 | 1 | 2,139 | $37,037,517 | $4,088,932 | $1,912iApproximate average salary by contribution assumption: employee only about $47,790 at 4% or $31,860 at 6%; with 50% employer match about $31,860 at 4% or $21,240 at 6%; with 100% employer match about $23,895 at 4% or $15,930 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 2,139 | $37,037,517 | $4,088,932 | $1,912iApproximate average salary by contribution assumption: employee only about $47,790 at 4% or $31,860 at 6%; with 50% employer match about $31,860 at 4% or $21,240 at 6%; with 100% employer match about $23,895 at 4% or $15,930 at 6%. |
| 2016 | 1 | 2,018 | $31,019,942 | $3,924,993 | $1,945iApproximate average salary by contribution assumption: employee only about $48,625 at 4% or $32,417 at 6%; with 50% employer match about $32,417 at 4% or $21,611 at 6%; with 100% employer match about $24,312 at 4% or $16,208 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 2,018 | $31,019,942 | $3,924,993 | $1,945iApproximate average salary by contribution assumption: employee only about $48,625 at 4% or $32,417 at 6%; with 50% employer match about $32,417 at 4% or $21,611 at 6%; with 100% employer match about $24,312 at 4% or $16,208 at 6%. |
| 2015 | 1 | 1,806 | $32,737,290 | $7,552,889 | $4,182iApproximate average salary by contribution assumption: employee only about $104,553 at 4% or $69,702 at 6%; with 50% employer match about $69,702 at 4% or $46,468 at 6%; with 100% employer match about $52,276 at 4% or $34,851 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 1,806 | $32,737,290 | $7,552,889 | $4,182iApproximate average salary by contribution assumption: employee only about $104,553 at 4% or $69,702 at 6%; with 50% employer match about $69,702 at 4% or $46,468 at 6%; with 100% employer match about $52,276 at 4% or $34,851 at 6%. |
| 2014 | 1 | 1,911 | $31,173,538 | $6,010,182 | $3,145iApproximate average salary by contribution assumption: employee only about $78,626 at 4% or $52,417 at 6%; with 50% employer match about $52,417 at 4% or $34,945 at 6%; with 100% employer match about $39,313 at 4% or $26,209 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 1,911 | $31,173,538 | $6,010,182 | $3,145iApproximate average salary by contribution assumption: employee only about $78,626 at 4% or $52,417 at 6%; with 50% employer match about $52,417 at 4% or $34,945 at 6%; with 100% employer match about $39,313 at 4% or $26,209 at 6%. |
| 2013 | 1 | 1,620 | $18,990,131 | $3,475,539 | $2,145iApproximate average salary by contribution assumption: employee only about $53,635 at 4% or $35,757 at 6%; with 50% employer match about $35,757 at 4% or $23,838 at 6%; with 100% employer match about $26,817 at 4% or $17,878 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 1,620 | $18,990,131 | $3,475,539 | $2,145iApproximate average salary by contribution assumption: employee only about $53,635 at 4% or $35,757 at 6%; with 50% employer match about $35,757 at 4% or $23,838 at 6%; with 100% employer match about $26,817 at 4% or $17,878 at 6%. |
| 2012 | 1 | 1,353 | $13,026,393 | $2,859,693 | $2,114iApproximate average salary by contribution assumption: employee only about $52,840 at 4% or $35,227 at 6%; with 50% employer match about $35,227 at 4% or $23,484 at 6%; with 100% employer match about $26,420 at 4% or $17,613 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 1,353 | $13,026,393 | $2,859,693 | $2,114iApproximate average salary by contribution assumption: employee only about $52,840 at 4% or $35,227 at 6%; with 50% employer match about $35,227 at 4% or $23,484 at 6%; with 100% employer match about $26,420 at 4% or $17,613 at 6%. |
| 2011 | 1 | 1,033 | $10,212,696 | $1,601,767 | $1,551iApproximate average salary by contribution assumption: employee only about $38,765 at 4% or $25,843 at 6%; with 50% employer match about $25,843 at 4% or $17,229 at 6%; with 100% employer match about $19,382 at 4% or $12,922 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 1,033 | $10,212,696 | $1,601,767 | $1,551iApproximate average salary by contribution assumption: employee only about $38,765 at 4% or $25,843 at 6%; with 50% employer match about $25,843 at 4% or $17,229 at 6%; with 100% employer match about $19,382 at 4% or $12,922 at 6%. |
| 2010 | 1 | 797 | $9,350,483 | $1,448,518 | $1,817iApproximate average salary by contribution assumption: employee only about $45,437 at 4% or $30,291 at 6%; with 50% employer match about $30,291 at 4% or $20,194 at 6%; with 100% employer match about $22,718 at 4% or $15,146 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 797 | $9,350,483 | $1,448,518 | $1,817iApproximate average salary by contribution assumption: employee only about $45,437 at 4% or $30,291 at 6%; with 50% employer match about $30,291 at 4% or $20,194 at 6%; with 100% employer match about $22,718 at 4% or $15,146 at 6%. |
| 2009 | 1 | 804 | $8,729,648 | $1,425,721 | $1,773iApproximate average salary by contribution assumption: employee only about $44,332 at 4% or $29,555 at 6%; with 50% employer match about $29,555 at 4% or $19,703 at 6%; with 100% employer match about $22,166 at 4% or $14,777 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 804 | $8,729,648 | $1,425,721 | $1,773iApproximate average salary by contribution assumption: employee only about $44,332 at 4% or $29,555 at 6%; with 50% employer match about $29,555 at 4% or $19,703 at 6%; with 100% employer match about $22,166 at 4% or $14,777 at 6%. |
| 2008 | 1 | 643 | $6,125,186 | $2,781,510 | $4,326iApproximate average salary by contribution assumption: employee only about $108,146 at 4% or $72,097 at 6%; with 50% employer match about $72,097 at 4% or $48,065 at 6%; with 100% employer match about $54,073 at 4% or $36,049 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 643 | $6,125,186 | $2,781,510 | $4,326iApproximate average salary by contribution assumption: employee only about $108,146 at 4% or $72,097 at 6%; with 50% employer match about $72,097 at 4% or $48,065 at 6%; with 100% employer match about $54,073 at 4% or $36,049 at 6%. |
| 2007 | 1 | 493 | $5,805,785 | $1,168,555 | $2,370iApproximate average salary by contribution assumption: employee only about $59,257 at 4% or $39,505 at 6%; with 50% employer match about $39,505 at 4% or $26,337 at 6%; with 100% employer match about $29,629 at 4% or $19,752 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 493 | $5,805,785 | $1,168,555 | $2,370iApproximate average salary by contribution assumption: employee only about $59,257 at 4% or $39,505 at 6%; with 50% employer match about $39,505 at 4% or $26,337 at 6%; with 100% employer match about $29,629 at 4% or $19,752 at 6%. |
| 2006 | 1 | 388 | $4,611,949 | $1,042,681 | $2,687iApproximate average salary by contribution assumption: employee only about $67,183 at 4% or $44,789 at 6%; with 50% employer match about $44,789 at 4% or $29,859 at 6%; with 100% employer match about $33,592 at 4% or $22,394 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 388 | $4,611,949 | $1,042,681 | $2,687iApproximate average salary by contribution assumption: employee only about $67,183 at 4% or $44,789 at 6%; with 50% employer match about $44,789 at 4% or $29,859 at 6%; with 100% employer match about $33,592 at 4% or $22,394 at 6%. |
| 2005 | 1 | 311 | $3,966,866 | $935,640 | $3,008iApproximate average salary by contribution assumption: employee only about $75,212 at 4% or $50,141 at 6%; with 50% employer match about $50,141 at 4% or $33,428 at 6%; with 100% employer match about $37,606 at 4% or $25,071 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 311 | $3,966,866 | $935,640 | $3,008iApproximate average salary by contribution assumption: employee only about $75,212 at 4% or $50,141 at 6%; with 50% employer match about $50,141 at 4% or $33,428 at 6%; with 100% employer match about $37,606 at 4% or $25,071 at 6%. |
| 2004 | 1 | 306 | $3,244,622 | $777,764 | $2,542iApproximate average salary by contribution assumption: employee only about $63,543 at 4% or $42,362 at 6%; with 50% employer match about $42,362 at 4% or $28,241 at 6%; with 100% employer match about $31,771 at 4% or $21,181 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 306 | $3,244,622 | $777,764 | $2,542iApproximate average salary by contribution assumption: employee only about $63,543 at 4% or $42,362 at 6%; with 50% employer match about $42,362 at 4% or $28,241 at 6%; with 100% employer match about $31,771 at 4% or $21,181 at 6%. |
| 2003 | 1 | 195 | $2,357,666 | $1,738,428 | $8,915iApproximate average salary by contribution assumption: employee only about $222,875 at 4% or $148,584 at 6%; with 50% employer match about $148,584 at 4% or $99,056 at 6%; with 100% employer match about $111,438 at 4% or $74,292 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 195 | $2,357,666 | $1,738,428 | $8,915iApproximate average salary by contribution assumption: employee only about $222,875 at 4% or $148,584 at 6%; with 50% employer match about $148,584 at 4% or $99,056 at 6%; with 100% employer match about $111,438 at 4% or $74,292 at 6%. |
| 2002 | 1 | 94 | $487,297 | $275,009 | $2,926iApproximate average salary by contribution assumption: employee only about $73,141 at 4% or $48,760 at 6%; with 50% employer match about $48,760 at 4% or $32,507 at 6%; with 100% employer match about $36,570 at 4% or $24,380 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 94 | $487,297 | $275,009 | $2,926iApproximate average salary by contribution assumption: employee only about $73,141 at 4% or $48,760 at 6%; with 50% employer match about $48,760 at 4% or $32,507 at 6%; with 100% employer match about $36,570 at 4% or $24,380 at 6%. |
| 2001 | 2 | 222 | $0 | $0 | - |
| ZIS OUTSOURCING HEALTH PROTECTION PLAN | - | 222 | - | - | - |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 81 | - | - | - |
| 2000 | 1 | 148 | $0 | $0 | - |
| ZIS OUTSOURCING HEALTH PROTECTION PLAN | - | 148 | - | - | - |
| 1999 | 1 | 26 | $48,694 | $31,688 | $1,219iApproximate average salary by contribution assumption: employee only about $30,469 at 4% or $20,313 at 6%; with 50% employer match about $20,313 at 4% or $13,542 at 6%; with 100% employer match about $15,235 at 4% or $10,156 at 6%. |
| Zogg Insurance/Employee Resources Retirement Savings Plan | - | 26 | $48,694 | $31,688 | $1,219iApproximate average salary by contribution assumption: employee only about $30,469 at 4% or $20,313 at 6%; with 50% employer match about $20,313 at 4% or $13,542 at 6%; with 100% employer match about $15,235 at 4% or $10,156 at 6%. |