Civic Intelligence

M.B. & Edna Zale Foundation

Plan context: M.B. & Edna Zale Foundation Retirement Plan

EIN 75-6037429 • 26 filings • 4 plans

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Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$251,537

2024 Contributions

$33,643

Historical Graphs

Total Assets Over Time

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

$3,003,058$1,501,529$0199920132024YearValue
$251,537Latest year 2024

Participants Over Time

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

210199920122024YearValue
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$251,537$33,643$16,822iApproximate average salary by contribution assumption: employee only about $420,538 at 4% or $280,358 at 6%; with 50% employer match about $280,358 at 4% or $186,906 at 6%; with 100% employer match about $210,269 at 4% or $140,179 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$251,537$33,643$16,822iApproximate average salary by contribution assumption: employee only about $420,538 at 4% or $280,358 at 6%; with 50% employer match about $280,358 at 4% or $186,906 at 6%; with 100% employer match about $210,269 at 4% or $140,179 at 6%.
202311$184,345$14,533$14,533iApproximate average salary by contribution assumption: employee only about $363,325 at 4% or $242,217 at 6%; with 50% employer match about $242,217 at 4% or $161,478 at 6%; with 100% employer match about $181,663 at 4% or $121,108 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-1$184,345$14,533$14,533iApproximate average salary by contribution assumption: employee only about $363,325 at 4% or $242,217 at 6%; with 50% employer match about $242,217 at 4% or $161,478 at 6%; with 100% employer match about $181,663 at 4% or $121,108 at 6%.
202212$2,705,846$63,580$31,790iApproximate average salary by contribution assumption: employee only about $794,750 at 4% or $529,833 at 6%; with 50% employer match about $529,833 at 4% or $353,222 at 6%; with 100% employer match about $397,375 at 4% or $264,917 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$2,705,846$63,580$31,790iApproximate average salary by contribution assumption: employee only about $794,750 at 4% or $529,833 at 6%; with 50% employer match about $529,833 at 4% or $353,222 at 6%; with 100% employer match about $397,375 at 4% or $264,917 at 6%.
202112$3,003,058$63,344$31,672iApproximate average salary by contribution assumption: employee only about $791,800 at 4% or $527,867 at 6%; with 50% employer match about $527,867 at 4% or $351,911 at 6%; with 100% employer match about $395,900 at 4% or $263,933 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$3,003,058$63,344$31,672iApproximate average salary by contribution assumption: employee only about $791,800 at 4% or $527,867 at 6%; with 50% employer match about $527,867 at 4% or $351,911 at 6%; with 100% employer match about $395,900 at 4% or $263,933 at 6%.
202012$2,558,928$63,115$31,558iApproximate average salary by contribution assumption: employee only about $788,938 at 4% or $525,958 at 6%; with 50% employer match about $525,958 at 4% or $350,639 at 6%; with 100% employer match about $394,469 at 4% or $262,979 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$2,558,928$63,115$31,558iApproximate average salary by contribution assumption: employee only about $788,938 at 4% or $525,958 at 6%; with 50% employer match about $525,958 at 4% or $350,639 at 6%; with 100% employer match about $394,469 at 4% or $262,979 at 6%.
201912$2,288,070$61,883$30,942iApproximate average salary by contribution assumption: employee only about $773,538 at 4% or $515,692 at 6%; with 50% employer match about $515,692 at 4% or $343,794 at 6%; with 100% employer match about $386,769 at 4% or $257,846 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$2,288,070$61,883$30,942iApproximate average salary by contribution assumption: employee only about $773,538 at 4% or $515,692 at 6%; with 50% employer match about $515,692 at 4% or $343,794 at 6%; with 100% employer match about $386,769 at 4% or $257,846 at 6%.
201812$1,884,589$60,533$30,267iApproximate average salary by contribution assumption: employee only about $756,663 at 4% or $504,442 at 6%; with 50% employer match about $504,442 at 4% or $336,294 at 6%; with 100% employer match about $378,331 at 4% or $252,221 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$1,884,589$60,533$30,267iApproximate average salary by contribution assumption: employee only about $756,663 at 4% or $504,442 at 6%; with 50% employer match about $504,442 at 4% or $336,294 at 6%; with 100% employer match about $378,331 at 4% or $252,221 at 6%.
201712$1,884,541$59,213$29,607iApproximate average salary by contribution assumption: employee only about $740,163 at 4% or $493,442 at 6%; with 50% employer match about $493,442 at 4% or $328,961 at 6%; with 100% employer match about $370,081 at 4% or $246,721 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$1,884,541$59,213$29,607iApproximate average salary by contribution assumption: employee only about $740,163 at 4% or $493,442 at 6%; with 50% employer match about $493,442 at 4% or $328,961 at 6%; with 100% employer match about $370,081 at 4% or $246,721 at 6%.
201612$1,582,790$58,368$29,184iApproximate average salary by contribution assumption: employee only about $729,600 at 4% or $486,400 at 6%; with 50% employer match about $486,400 at 4% or $324,267 at 6%; with 100% employer match about $364,800 at 4% or $243,200 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$1,582,790$58,368$29,184iApproximate average salary by contribution assumption: employee only about $729,600 at 4% or $486,400 at 6%; with 50% employer match about $486,400 at 4% or $324,267 at 6%; with 100% employer match about $364,800 at 4% or $243,200 at 6%.
201512$1,413,422$58,735$29,368iApproximate average salary by contribution assumption: employee only about $734,188 at 4% or $489,458 at 6%; with 50% employer match about $489,458 at 4% or $326,306 at 6%; with 100% employer match about $367,094 at 4% or $244,729 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$1,413,422$58,735$29,368iApproximate average salary by contribution assumption: employee only about $734,188 at 4% or $489,458 at 6%; with 50% employer match about $489,458 at 4% or $326,306 at 6%; with 100% employer match about $367,094 at 4% or $244,729 at 6%.
201412$1,400,030$51,756$25,878iApproximate average salary by contribution assumption: employee only about $646,950 at 4% or $431,300 at 6%; with 50% employer match about $431,300 at 4% or $287,533 at 6%; with 100% employer match about $323,475 at 4% or $215,650 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$1,400,030$51,756$25,878iApproximate average salary by contribution assumption: employee only about $646,950 at 4% or $431,300 at 6%; with 50% employer match about $431,300 at 4% or $287,533 at 6%; with 100% employer match about $323,475 at 4% or $215,650 at 6%.
201312$1,412,568$57,703$28,852iApproximate average salary by contribution assumption: employee only about $721,288 at 4% or $480,858 at 6%; with 50% employer match about $480,858 at 4% or $320,572 at 6%; with 100% employer match about $360,644 at 4% or $240,429 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$1,412,568$57,703$28,852iApproximate average salary by contribution assumption: employee only about $721,288 at 4% or $480,858 at 6%; with 50% employer match about $480,858 at 4% or $320,572 at 6%; with 100% employer match about $360,644 at 4% or $240,429 at 6%.
201212$1,123,247$56,574$28,287iApproximate average salary by contribution assumption: employee only about $707,175 at 4% or $471,450 at 6%; with 50% employer match about $471,450 at 4% or $314,300 at 6%; with 100% employer match about $353,588 at 4% or $235,725 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$1,123,247$56,574$28,287iApproximate average salary by contribution assumption: employee only about $707,175 at 4% or $471,450 at 6%; with 50% employer match about $471,450 at 4% or $314,300 at 6%; with 100% employer match about $353,588 at 4% or $235,725 at 6%.
201112$967,635$55,200$27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$967,635$55,200$27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%.
201012$918,081$53,900$26,950iApproximate average salary by contribution assumption: employee only about $673,750 at 4% or $449,167 at 6%; with 50% employer match about $449,167 at 4% or $299,444 at 6%; with 100% employer match about $336,875 at 4% or $224,583 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$918,081$53,900$26,950iApproximate average salary by contribution assumption: employee only about $673,750 at 4% or $449,167 at 6%; with 50% employer match about $449,167 at 4% or $299,444 at 6%; with 100% employer match about $336,875 at 4% or $224,583 at 6%.
200912$774,746$52,525$26,263iApproximate average salary by contribution assumption: employee only about $656,563 at 4% or $437,708 at 6%; with 50% employer match about $437,708 at 4% or $291,806 at 6%; with 100% employer match about $328,281 at 4% or $218,854 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$774,746$52,525$26,263iApproximate average salary by contribution assumption: employee only about $656,563 at 4% or $437,708 at 6%; with 50% employer match about $437,708 at 4% or $291,806 at 6%; with 100% employer match about $328,281 at 4% or $218,854 at 6%.
200812$590,114$52,338$26,169iApproximate average salary by contribution assumption: employee only about $654,225 at 4% or $436,150 at 6%; with 50% employer match about $436,150 at 4% or $290,767 at 6%; with 100% employer match about $327,113 at 4% or $218,075 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$590,114$52,338$26,169iApproximate average salary by contribution assumption: employee only about $654,225 at 4% or $436,150 at 6%; with 50% employer match about $436,150 at 4% or $290,767 at 6%; with 100% employer match about $327,113 at 4% or $218,075 at 6%.
200712$0$0-
M.B. & Edna Zale Foundation Retirement Plan-2---
200612$661,522$48,481$24,241iApproximate average salary by contribution assumption: employee only about $606,013 at 4% or $404,008 at 6%; with 50% employer match about $404,008 at 4% or $269,339 at 6%; with 100% employer match about $303,006 at 4% or $202,004 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$661,522$48,481$24,241iApproximate average salary by contribution assumption: employee only about $606,013 at 4% or $404,008 at 6%; with 50% employer match about $404,008 at 4% or $269,339 at 6%; with 100% employer match about $303,006 at 4% or $202,004 at 6%.
200512$541,845$46,856$23,428iApproximate average salary by contribution assumption: employee only about $585,700 at 4% or $390,467 at 6%; with 50% employer match about $390,467 at 4% or $260,311 at 6%; with 100% employer match about $292,850 at 4% or $195,233 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$541,845$46,856$23,428iApproximate average salary by contribution assumption: employee only about $585,700 at 4% or $390,467 at 6%; with 50% employer match about $390,467 at 4% or $260,311 at 6%; with 100% employer match about $292,850 at 4% or $195,233 at 6%.
200412$461,458$45,262$22,631iApproximate average salary by contribution assumption: employee only about $565,775 at 4% or $377,183 at 6%; with 50% employer match about $377,183 at 4% or $251,456 at 6%; with 100% employer match about $282,888 at 4% or $188,592 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$461,458$45,262$22,631iApproximate average salary by contribution assumption: employee only about $565,775 at 4% or $377,183 at 6%; with 50% employer match about $377,183 at 4% or $251,456 at 6%; with 100% employer match about $282,888 at 4% or $188,592 at 6%.
200312$369,858$250,988$125,494iApproximate average salary by contribution assumption: employee only about $3,137,350 at 4% or $2,091,567 at 6%; with 50% employer match about $2,091,567 at 4% or $1,394,378 at 6%; with 100% employer match about $1,568,675 at 4% or $1,045,783 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$369,858$250,988$125,494iApproximate average salary by contribution assumption: employee only about $3,137,350 at 4% or $2,091,567 at 6%; with 50% employer match about $2,091,567 at 4% or $1,394,378 at 6%; with 100% employer match about $1,568,675 at 4% or $1,045,783 at 6%.
200212$102,751$42,095$21,048iApproximate average salary by contribution assumption: employee only about $526,188 at 4% or $350,792 at 6%; with 50% employer match about $350,792 at 4% or $233,861 at 6%; with 100% employer match about $263,094 at 4% or $175,396 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$102,751$42,095$21,048iApproximate average salary by contribution assumption: employee only about $526,188 at 4% or $350,792 at 6%; with 50% employer match about $350,792 at 4% or $233,861 at 6%; with 100% employer match about $263,094 at 4% or $175,396 at 6%.
200112$0$0-
M.B. & Edna Zale Foundation Retirement Plan-2---
200012$130,400$27,272$13,636iApproximate average salary by contribution assumption: employee only about $340,900 at 4% or $227,267 at 6%; with 50% employer match about $227,267 at 4% or $151,511 at 6%; with 100% employer match about $170,450 at 4% or $113,633 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$130,400$27,272$13,636iApproximate average salary by contribution assumption: employee only about $340,900 at 4% or $227,267 at 6%; with 50% employer match about $227,267 at 4% or $151,511 at 6%; with 100% employer match about $170,450 at 4% or $113,633 at 6%.
199912$110,476$27,272$13,636iApproximate average salary by contribution assumption: employee only about $340,900 at 4% or $227,267 at 6%; with 50% employer match about $227,267 at 4% or $151,511 at 6%; with 100% employer match about $170,450 at 4% or $113,633 at 6%.
M.B. & Edna Zale Foundation Retirement Plan-2$110,476$27,272$13,636iApproximate average salary by contribution assumption: employee only about $340,900 at 4% or $227,267 at 6%; with 50% employer match about $227,267 at 4% or $151,511 at 6%; with 100% employer match about $170,450 at 4% or $113,633 at 6%.