Civic Intelligence

Zimmerman, Axelrad, Meyer, Stern & Wise

Plan context: Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan

EIN 76-0108418 • Houston, TX • 21 filings • 6 plans

3040 Post Oak Blvd.Suite 1300Houston, TX 77056
Current Snapshot

Latest Year

2019

2019 Participants

40

2019 Assets

$12,672,196

2019 Contributions

$517,932

Historical Graphs

Total Assets Over Time

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

$13,339,586$6,669,793$0199920092018YearValue
$12,672,196Latest year 2018

Participants Over Time

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

54270199920092018YearValue
40Latest year 2018

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
201910$0$517,932-
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-0-$517,932-
2018140$12,672,196$658,809$16,470iApproximate average salary by contribution assumption: employee only about $411,756 at 4% or $274,504 at 6%; with 50% employer match about $274,504 at 4% or $183,003 at 6%; with 100% employer match about $205,878 at 4% or $137,252 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-40$12,672,196$658,809$16,470iApproximate average salary by contribution assumption: employee only about $411,756 at 4% or $274,504 at 6%; with 50% employer match about $274,504 at 4% or $183,003 at 6%; with 100% employer match about $205,878 at 4% or $137,252 at 6%.
2017147$13,339,586$658,824$14,018iApproximate average salary by contribution assumption: employee only about $350,438 at 4% or $233,626 at 6%; with 50% employer match about $233,626 at 4% or $155,750 at 6%; with 100% employer match about $175,219 at 4% or $116,813 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-47$13,339,586$658,824$14,018iApproximate average salary by contribution assumption: employee only about $350,438 at 4% or $233,626 at 6%; with 50% employer match about $233,626 at 4% or $155,750 at 6%; with 100% employer match about $175,219 at 4% or $116,813 at 6%.
2016146$11,068,702$654,451$14,227iApproximate average salary by contribution assumption: employee only about $355,680 at 4% or $237,120 at 6%; with 50% employer match about $237,120 at 4% or $158,080 at 6%; with 100% employer match about $177,840 at 4% or $118,560 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-46$11,068,702$654,451$14,227iApproximate average salary by contribution assumption: employee only about $355,680 at 4% or $237,120 at 6%; with 50% employer match about $237,120 at 4% or $158,080 at 6%; with 100% employer match about $177,840 at 4% or $118,560 at 6%.
2015147$11,169,095$934,344$19,880iApproximate average salary by contribution assumption: employee only about $496,991 at 4% or $331,328 at 6%; with 50% employer match about $331,328 at 4% or $220,885 at 6%; with 100% employer match about $248,496 at 4% or $165,664 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-47$11,169,095$934,344$19,880iApproximate average salary by contribution assumption: employee only about $496,991 at 4% or $331,328 at 6%; with 50% employer match about $331,328 at 4% or $220,885 at 6%; with 100% employer match about $248,496 at 4% or $165,664 at 6%.
2014151$11,037,566$586,380$11,498iApproximate average salary by contribution assumption: employee only about $287,441 at 4% or $191,627 at 6%; with 50% employer match about $191,627 at 4% or $127,752 at 6%; with 100% employer match about $143,721 at 4% or $95,814 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-51$11,037,566$586,380$11,498iApproximate average salary by contribution assumption: employee only about $287,441 at 4% or $191,627 at 6%; with 50% employer match about $191,627 at 4% or $127,752 at 6%; with 100% employer match about $143,721 at 4% or $95,814 at 6%.
2013153$10,679,444$610,693$11,523iApproximate average salary by contribution assumption: employee only about $288,063 at 4% or $192,042 at 6%; with 50% employer match about $192,042 at 4% or $128,028 at 6%; with 100% employer match about $144,031 at 4% or $96,021 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-53$10,679,444$610,693$11,523iApproximate average salary by contribution assumption: employee only about $288,063 at 4% or $192,042 at 6%; with 50% employer match about $192,042 at 4% or $128,028 at 6%; with 100% employer match about $144,031 at 4% or $96,021 at 6%.
2012143$8,813,843$587,810$13,670iApproximate average salary by contribution assumption: employee only about $341,750 at 4% or $227,833 at 6%; with 50% employer match about $227,833 at 4% or $151,889 at 6%; with 100% employer match about $170,875 at 4% or $113,917 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-43$8,813,843$587,810$13,670iApproximate average salary by contribution assumption: employee only about $341,750 at 4% or $227,833 at 6%; with 50% employer match about $227,833 at 4% or $151,889 at 6%; with 100% employer match about $170,875 at 4% or $113,917 at 6%.
2011144$8,329,442$706,809$16,064iApproximate average salary by contribution assumption: employee only about $401,596 at 4% or $267,731 at 6%; with 50% employer match about $267,731 at 4% or $178,487 at 6%; with 100% employer match about $200,798 at 4% or $133,865 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-44$8,329,442$706,809$16,064iApproximate average salary by contribution assumption: employee only about $401,596 at 4% or $267,731 at 6%; with 50% employer match about $267,731 at 4% or $178,487 at 6%; with 100% employer match about $200,798 at 4% or $133,865 at 6%.
2010150$8,386,380$732,426$14,649iApproximate average salary by contribution assumption: employee only about $366,213 at 4% or $244,142 at 6%; with 50% employer match about $244,142 at 4% or $162,761 at 6%; with 100% employer match about $183,107 at 4% or $122,071 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-50$8,386,380$732,426$14,649iApproximate average salary by contribution assumption: employee only about $366,213 at 4% or $244,142 at 6%; with 50% employer match about $244,142 at 4% or $162,761 at 6%; with 100% employer match about $183,107 at 4% or $122,071 at 6%.
2009151$7,016,472$912,169$17,886iApproximate average salary by contribution assumption: employee only about $447,142 at 4% or $298,094 at 6%; with 50% employer match about $298,094 at 4% or $198,730 at 6%; with 100% employer match about $223,571 at 4% or $149,047 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-51$7,016,472$912,169$17,886iApproximate average salary by contribution assumption: employee only about $447,142 at 4% or $298,094 at 6%; with 50% employer match about $298,094 at 4% or $198,730 at 6%; with 100% employer match about $223,571 at 4% or $149,047 at 6%.
2008145$4,918,709$602,442$13,388iApproximate average salary by contribution assumption: employee only about $334,690 at 4% or $223,127 at 6%; with 50% employer match about $223,127 at 4% or $148,751 at 6%; with 100% employer match about $167,345 at 4% or $111,563 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-45$4,918,709$602,442$13,388iApproximate average salary by contribution assumption: employee only about $334,690 at 4% or $223,127 at 6%; with 50% employer match about $223,127 at 4% or $148,751 at 6%; with 100% employer match about $167,345 at 4% or $111,563 at 6%.
2007142$6,673,321$708,458$16,868iApproximate average salary by contribution assumption: employee only about $421,701 at 4% or $281,134 at 6%; with 50% employer match about $281,134 at 4% or $187,423 at 6%; with 100% employer match about $210,851 at 4% or $140,567 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-42$6,673,321$708,458$16,868iApproximate average salary by contribution assumption: employee only about $421,701 at 4% or $281,134 at 6%; with 50% employer match about $281,134 at 4% or $187,423 at 6%; with 100% employer match about $210,851 at 4% or $140,567 at 6%.
2006147$5,839,692$645,868$13,742iApproximate average salary by contribution assumption: employee only about $343,547 at 4% or $229,031 at 6%; with 50% employer match about $229,031 at 4% or $152,687 at 6%; with 100% employer match about $171,773 at 4% or $114,516 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-47$5,839,692$645,868$13,742iApproximate average salary by contribution assumption: employee only about $343,547 at 4% or $229,031 at 6%; with 50% employer match about $229,031 at 4% or $152,687 at 6%; with 100% employer match about $171,773 at 4% or $114,516 at 6%.
2005154$4,949,430$606,398$11,230iApproximate average salary by contribution assumption: employee only about $280,740 at 4% or $187,160 at 6%; with 50% employer match about $187,160 at 4% or $124,773 at 6%; with 100% employer match about $140,370 at 4% or $93,580 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-54$4,949,430$606,398$11,230iApproximate average salary by contribution assumption: employee only about $280,740 at 4% or $187,160 at 6%; with 50% employer match about $187,160 at 4% or $124,773 at 6%; with 100% employer match about $140,370 at 4% or $93,580 at 6%.
2004152$4,073,772$523,963$10,076iApproximate average salary by contribution assumption: employee only about $251,905 at 4% or $167,937 at 6%; with 50% employer match about $167,937 at 4% or $111,958 at 6%; with 100% employer match about $125,953 at 4% or $83,968 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-52$4,073,772$523,963$10,076iApproximate average salary by contribution assumption: employee only about $251,905 at 4% or $167,937 at 6%; with 50% employer match about $167,937 at 4% or $111,958 at 6%; with 100% employer match about $125,953 at 4% or $83,968 at 6%.
2003146$3,294,398$237,826$5,170iApproximate average salary by contribution assumption: employee only about $129,253 at 4% or $86,169 at 6%; with 50% employer match about $86,169 at 4% or $57,446 at 6%; with 100% employer match about $64,627 at 4% or $43,084 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-46$3,294,398$237,826$5,170iApproximate average salary by contribution assumption: employee only about $129,253 at 4% or $86,169 at 6%; with 50% employer match about $86,169 at 4% or $57,446 at 6%; with 100% employer match about $64,627 at 4% or $43,084 at 6%.
2002139$2,546,740$426,887$10,946iApproximate average salary by contribution assumption: employee only about $273,646 at 4% or $182,430 at 6%; with 50% employer match about $182,430 at 4% or $121,620 at 6%; with 100% employer match about $136,823 at 4% or $91,215 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-39$2,546,740$426,887$10,946iApproximate average salary by contribution assumption: employee only about $273,646 at 4% or $182,430 at 6%; with 50% employer match about $182,430 at 4% or $121,620 at 6%; with 100% employer match about $136,823 at 4% or $91,215 at 6%.
2001137$0$0-
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-37---
2000131$2,853,901$480,275$15,493iApproximate average salary by contribution assumption: employee only about $387,319 at 4% or $258,212 at 6%; with 50% employer match about $258,212 at 4% or $172,142 at 6%; with 100% employer match about $193,659 at 4% or $129,106 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-31$2,853,901$480,275$15,493iApproximate average salary by contribution assumption: employee only about $387,319 at 4% or $258,212 at 6%; with 50% employer match about $258,212 at 4% or $172,142 at 6%; with 100% employer match about $193,659 at 4% or $129,106 at 6%.
1999137$2,897,858$303,411$8,200iApproximate average salary by contribution assumption: employee only about $205,007 at 4% or $136,672 at 6%; with 50% employer match about $136,672 at 4% or $91,114 at 6%; with 100% employer match about $102,504 at 4% or $68,336 at 6%.
Zimmerman, Axelrad, Meyer, Stern & Wise PC. 401K Plan-37$2,897,858$303,411$8,200iApproximate average salary by contribution assumption: employee only about $205,007 at 4% or $136,672 at 6%; with 50% employer match about $136,672 at 4% or $91,114 at 6%; with 100% employer match about $102,504 at 4% or $68,336 at 6%.