Zhang & Associates PC.
Plan context: Zhang & Associates PC. 401(K) Plan
EIN 76-0519691 • Houston, TX • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$7,012,976
2024 Contributions
$190,681
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $7,012,976 | $190,681 | $12,712iApproximate average salary by contribution assumption: employee only about $317,802 at 4% or $211,868 at 6%; with 50% employer match about $211,868 at 4% or $141,245 at 6%; with 100% employer match about $158,901 at 4% or $105,934 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 15 | $7,012,976 | $190,681 | $12,712iApproximate average salary by contribution assumption: employee only about $317,802 at 4% or $211,868 at 6%; with 50% employer match about $211,868 at 4% or $141,245 at 6%; with 100% employer match about $158,901 at 4% or $105,934 at 6%. |
| 2023 | 1 | 15 | $5,671,801 | $320,134 | $21,342iApproximate average salary by contribution assumption: employee only about $533,557 at 4% or $355,704 at 6%; with 50% employer match about $355,704 at 4% or $237,136 at 6%; with 100% employer match about $266,778 at 4% or $177,852 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 15 | $5,671,801 | $320,134 | $21,342iApproximate average salary by contribution assumption: employee only about $533,557 at 4% or $355,704 at 6%; with 50% employer match about $355,704 at 4% or $237,136 at 6%; with 100% employer match about $266,778 at 4% or $177,852 at 6%. |
| 2022 | 1 | 12 | $4,799,980 | $374,324 | $31,194iApproximate average salary by contribution assumption: employee only about $779,842 at 4% or $519,894 at 6%; with 50% employer match about $519,894 at 4% or $346,596 at 6%; with 100% employer match about $389,921 at 4% or $259,947 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 12 | $4,799,980 | $374,324 | $31,194iApproximate average salary by contribution assumption: employee only about $779,842 at 4% or $519,894 at 6%; with 50% employer match about $519,894 at 4% or $346,596 at 6%; with 100% employer match about $389,921 at 4% or $259,947 at 6%. |
| 2021 | 1 | 21 | $5,344,984 | $206,548 | $9,836iApproximate average salary by contribution assumption: employee only about $245,890 at 4% or $163,927 at 6%; with 50% employer match about $163,927 at 4% or $109,285 at 6%; with 100% employer match about $122,945 at 4% or $81,963 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 21 | $5,344,984 | $206,548 | $9,836iApproximate average salary by contribution assumption: employee only about $245,890 at 4% or $163,927 at 6%; with 50% employer match about $163,927 at 4% or $109,285 at 6%; with 100% employer match about $122,945 at 4% or $81,963 at 6%. |
| 2020 | 1 | 23 | $4,460,293 | $218,398 | $9,496iApproximate average salary by contribution assumption: employee only about $237,389 at 4% or $158,259 at 6%; with 50% employer match about $158,259 at 4% or $105,506 at 6%; with 100% employer match about $118,695 at 4% or $79,130 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 23 | $4,460,293 | $218,398 | $9,496iApproximate average salary by contribution assumption: employee only about $237,389 at 4% or $158,259 at 6%; with 50% employer match about $158,259 at 4% or $105,506 at 6%; with 100% employer match about $118,695 at 4% or $79,130 at 6%. |
| 2019 | 1 | 23 | $4,045,708 | $253,946 | $11,041iApproximate average salary by contribution assumption: employee only about $276,028 at 4% or $184,019 at 6%; with 50% employer match about $184,019 at 4% or $122,679 at 6%; with 100% employer match about $138,014 at 4% or $92,009 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 23 | $4,045,708 | $253,946 | $11,041iApproximate average salary by contribution assumption: employee only about $276,028 at 4% or $184,019 at 6%; with 50% employer match about $184,019 at 4% or $122,679 at 6%; with 100% employer match about $138,014 at 4% or $92,009 at 6%. |
| 2018 | 1 | 35 | $3,216,499 | $351,986 | $10,057iApproximate average salary by contribution assumption: employee only about $251,419 at 4% or $167,612 at 6%; with 50% employer match about $167,612 at 4% or $111,742 at 6%; with 100% employer match about $125,709 at 4% or $83,806 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 35 | $3,216,499 | $351,986 | $10,057iApproximate average salary by contribution assumption: employee only about $251,419 at 4% or $167,612 at 6%; with 50% employer match about $167,612 at 4% or $111,742 at 6%; with 100% employer match about $125,709 at 4% or $83,806 at 6%. |
| 2017 | 1 | 33 | $3,060,181 | $301,886 | $9,148iApproximate average salary by contribution assumption: employee only about $228,702 at 4% or $152,468 at 6%; with 50% employer match about $152,468 at 4% or $101,645 at 6%; with 100% employer match about $114,351 at 4% or $76,234 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 33 | $3,060,181 | $301,886 | $9,148iApproximate average salary by contribution assumption: employee only about $228,702 at 4% or $152,468 at 6%; with 50% employer match about $152,468 at 4% or $101,645 at 6%; with 100% employer match about $114,351 at 4% or $76,234 at 6%. |
| 2016 | 1 | 32 | $2,367,560 | $348,959 | $10,905iApproximate average salary by contribution assumption: employee only about $272,624 at 4% or $181,749 at 6%; with 50% employer match about $181,749 at 4% or $121,166 at 6%; with 100% employer match about $136,312 at 4% or $90,875 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 32 | $2,367,560 | $348,959 | $10,905iApproximate average salary by contribution assumption: employee only about $272,624 at 4% or $181,749 at 6%; with 50% employer match about $181,749 at 4% or $121,166 at 6%; with 100% employer match about $136,312 at 4% or $90,875 at 6%. |
| 2015 | 1 | 39 | $1,866,015 | $310,611 | $7,964iApproximate average salary by contribution assumption: employee only about $199,110 at 4% or $132,740 at 6%; with 50% employer match about $132,740 at 4% or $88,493 at 6%; with 100% employer match about $99,555 at 4% or $66,370 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 39 | $1,866,015 | $310,611 | $7,964iApproximate average salary by contribution assumption: employee only about $199,110 at 4% or $132,740 at 6%; with 50% employer match about $132,740 at 4% or $88,493 at 6%; with 100% employer match about $99,555 at 4% or $66,370 at 6%. |
| 2014 | 1 | 30 | $1,622,707 | $242,598 | $8,087iApproximate average salary by contribution assumption: employee only about $202,165 at 4% or $134,777 at 6%; with 50% employer match about $134,777 at 4% or $89,851 at 6%; with 100% employer match about $101,083 at 4% or $67,388 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 30 | $1,622,707 | $242,598 | $8,087iApproximate average salary by contribution assumption: employee only about $202,165 at 4% or $134,777 at 6%; with 50% employer match about $134,777 at 4% or $89,851 at 6%; with 100% employer match about $101,083 at 4% or $67,388 at 6%. |
| 2013 | 1 | 25 | $1,459,223 | $222,092 | $8,884iApproximate average salary by contribution assumption: employee only about $222,092 at 4% or $148,061 at 6%; with 50% employer match about $148,061 at 4% or $98,708 at 6%; with 100% employer match about $111,046 at 4% or $74,031 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 25 | $1,459,223 | $222,092 | $8,884iApproximate average salary by contribution assumption: employee only about $222,092 at 4% or $148,061 at 6%; with 50% employer match about $148,061 at 4% or $98,708 at 6%; with 100% employer match about $111,046 at 4% or $74,031 at 6%. |
| 2012 | 1 | 21 | $1,027,749 | $262,158 | $12,484iApproximate average salary by contribution assumption: employee only about $312,093 at 4% or $208,062 at 6%; with 50% employer match about $208,062 at 4% or $138,708 at 6%; with 100% employer match about $156,046 at 4% or $104,031 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 21 | $1,027,749 | $262,158 | $12,484iApproximate average salary by contribution assumption: employee only about $312,093 at 4% or $208,062 at 6%; with 50% employer match about $208,062 at 4% or $138,708 at 6%; with 100% employer match about $156,046 at 4% or $104,031 at 6%. |
| 2011 | 1 | 21 | $696,883 | $240,748 | $11,464iApproximate average salary by contribution assumption: employee only about $286,605 at 4% or $191,070 at 6%; with 50% employer match about $191,070 at 4% or $127,380 at 6%; with 100% employer match about $143,302 at 4% or $95,535 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 21 | $696,883 | $240,748 | $11,464iApproximate average salary by contribution assumption: employee only about $286,605 at 4% or $191,070 at 6%; with 50% employer match about $191,070 at 4% or $127,380 at 6%; with 100% employer match about $143,302 at 4% or $95,535 at 6%. |
| 2010 | 1 | 17 | $473,857 | $219,965 | $12,939iApproximate average salary by contribution assumption: employee only about $323,478 at 4% or $215,652 at 6%; with 50% employer match about $215,652 at 4% or $143,768 at 6%; with 100% employer match about $161,739 at 4% or $107,826 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 17 | $473,857 | $219,965 | $12,939iApproximate average salary by contribution assumption: employee only about $323,478 at 4% or $215,652 at 6%; with 50% employer match about $215,652 at 4% or $143,768 at 6%; with 100% employer match about $161,739 at 4% or $107,826 at 6%. |
| 2009 | 1 | 18 | $230,008 | $210,885 | $11,716iApproximate average salary by contribution assumption: employee only about $292,896 at 4% or $195,264 at 6%; with 50% employer match about $195,264 at 4% or $130,176 at 6%; with 100% employer match about $146,448 at 4% or $97,632 at 6%. |
| Zhang & Associates PC. 401(K) Plan | - | 18 | $230,008 | $210,885 | $11,716iApproximate average salary by contribution assumption: employee only about $292,896 at 4% or $195,264 at 6%; with 50% employer match about $195,264 at 4% or $130,176 at 6%; with 100% employer match about $146,448 at 4% or $97,632 at 6%. |