Civic Intelligence

Zajac & Perrone LLP

Plan context: Zajac & Perrone LLP Profit Sharing Plan

EIN 77-0423480 • Morgan Hill, CA • 32 filings • 8 plans

15105 Concord Circle, Ste 130Morgan Hill, CA 95037
Current Snapshot

Latest Year

2013

2013 Participants

10

2013 Assets

$2,548,066

2013 Contributions

$217,962

Historical Graphs

Total Assets Over Time

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

$2,919,789$1,459,895$0200020062013YearValue
$2,548,066Latest year 2013

Participants Over Time

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

1680200020072013YearValue
10Latest year 2013

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
2013210$2,548,066$217,962$21,796iApproximate average salary by contribution assumption: employee only about $544,905 at 4% or $363,270 at 6%; with 50% employer match about $363,270 at 4% or $242,180 at 6%; with 100% employer match about $272,453 at 4% or $181,635 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-10$1,458,275$144,365$14,437iApproximate average salary by contribution assumption: employee only about $360,913 at 4% or $240,608 at 6%; with 50% employer match about $240,608 at 4% or $160,406 at 6%; with 100% employer match about $180,456 at 4% or $120,304 at 6%.
ZAJAC & PERRONE, LLP CASH BALANCE PLAN-10$1,089,791$73,597$7,360iApproximate average salary by contribution assumption: employee only about $183,993 at 4% or $122,662 at 6%; with 50% employer match about $122,662 at 4% or $81,774 at 6%; with 100% employer match about $91,996 at 4% or $61,331 at 6%.
2012216$2,140,609$271,284$16,955iApproximate average salary by contribution assumption: employee only about $423,881 at 4% or $282,588 at 6%; with 50% employer match about $282,588 at 4% or $188,392 at 6%; with 100% employer match about $211,941 at 4% or $141,294 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-12$1,144,852$199,110$16,593iApproximate average salary by contribution assumption: employee only about $414,813 at 4% or $276,542 at 6%; with 50% employer match about $276,542 at 4% or $184,361 at 6%; with 100% employer match about $207,406 at 4% or $138,271 at 6%.
ZAJAC & PERRONE, LLP CASH BALANCE PLAN-16$995,757$72,174$4,511iApproximate average salary by contribution assumption: employee only about $112,772 at 4% or $75,181 at 6%; with 50% employer match about $75,181 at 4% or $50,121 at 6%; with 100% employer match about $56,386 at 4% or $37,591 at 6%.
2011214$2,919,789$234,574$16,755iApproximate average salary by contribution assumption: employee only about $418,882 at 4% or $279,255 at 6%; with 50% employer match about $279,255 at 4% or $186,170 at 6%; with 100% employer match about $209,441 at 4% or $139,627 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-11$2,024,580$162,851$14,805iApproximate average salary by contribution assumption: employee only about $370,116 at 4% or $246,744 at 6%; with 50% employer match about $246,744 at 4% or $164,496 at 6%; with 100% employer match about $185,058 at 4% or $123,372 at 6%.
ZAJAC & PERRONE, LLP CASH BALANCE PLAN-14$895,209$71,723$5,123iApproximate average salary by contribution assumption: employee only about $128,077 at 4% or $85,385 at 6%; with 50% employer match about $85,385 at 4% or $56,923 at 6%; with 100% employer match about $64,038 at 4% or $42,692 at 6%.
2010215$2,746,824$182,043$12,136iApproximate average salary by contribution assumption: employee only about $303,405 at 4% or $202,270 at 6%; with 50% employer match about $202,270 at 4% or $134,847 at 6%; with 100% employer match about $151,703 at 4% or $101,135 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-8$1,929,862$71,335$8,917iApproximate average salary by contribution assumption: employee only about $222,922 at 4% or $148,615 at 6%; with 50% employer match about $148,615 at 4% or $99,076 at 6%; with 100% employer match about $111,461 at 4% or $74,307 at 6%.
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-15$816,962$110,708$7,381iApproximate average salary by contribution assumption: employee only about $184,513 at 4% or $123,009 at 6%; with 50% employer match about $123,009 at 4% or $82,006 at 6%; with 100% employer match about $92,257 at 4% or $61,504 at 6%.
200927$2,476,049$253,354$36,193iApproximate average salary by contribution assumption: employee only about $904,836 at 4% or $603,224 at 6%; with 50% employer match about $603,224 at 4% or $402,149 at 6%; with 100% employer match about $452,418 at 4% or $301,612 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-7$1,772,714$156,765$22,395iApproximate average salary by contribution assumption: employee only about $559,875 at 4% or $373,250 at 6%; with 50% employer match about $373,250 at 4% or $248,833 at 6%; with 100% employer match about $279,938 at 4% or $186,625 at 6%.
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-7$703,335$96,589$13,798iApproximate average salary by contribution assumption: employee only about $344,961 at 4% or $229,974 at 6%; with 50% employer match about $229,974 at 4% or $153,316 at 6%; with 100% employer match about $172,480 at 4% or $114,987 at 6%.
200828$0$0-
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-8---
Zajac & Perrone LLP Profit Sharing Plan-8---
200729$0$0-
Zajac & Perrone LLP Profit Sharing Plan-9---
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-8---
200628$1,768,600$196,283$24,535iApproximate average salary by contribution assumption: employee only about $613,384 at 4% or $408,923 at 6%; with 50% employer match about $408,923 at 4% or $272,615 at 6%; with 100% employer match about $306,692 at 4% or $204,461 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-8$1,366,080$123,029$15,379iApproximate average salary by contribution assumption: employee only about $384,466 at 4% or $256,310 at 6%; with 50% employer match about $256,310 at 4% or $170,874 at 6%; with 100% employer match about $192,233 at 4% or $128,155 at 6%.
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-8$402,520$73,254$9,157iApproximate average salary by contribution assumption: employee only about $228,919 at 4% or $152,613 at 6%; with 50% employer match about $152,613 at 4% or $101,742 at 6%; with 100% employer match about $114,459 at 4% or $76,306 at 6%.
200529$1,511,855$193,147$21,461iApproximate average salary by contribution assumption: employee only about $536,519 at 4% or $357,680 at 6%; with 50% employer match about $357,680 at 4% or $238,453 at 6%; with 100% employer match about $268,260 at 4% or $178,840 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-9$1,178,643$120,574$13,397iApproximate average salary by contribution assumption: employee only about $334,928 at 4% or $223,285 at 6%; with 50% employer match about $223,285 at 4% or $148,857 at 6%; with 100% employer match about $167,464 at 4% or $111,643 at 6%.
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-9$333,212$72,573$8,064iApproximate average salary by contribution assumption: employee only about $201,592 at 4% or $134,394 at 6%; with 50% employer match about $134,394 at 4% or $89,596 at 6%; with 100% employer match about $100,796 at 4% or $67,197 at 6%.
200429$1,312,799$177,406$19,712iApproximate average salary by contribution assumption: employee only about $492,794 at 4% or $328,530 at 6%; with 50% employer match about $328,530 at 4% or $219,020 at 6%; with 100% employer match about $246,397 at 4% or $164,265 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-9$1,060,966$110,715$12,302iApproximate average salary by contribution assumption: employee only about $307,542 at 4% or $205,028 at 6%; with 50% employer match about $205,028 at 4% or $136,685 at 6%; with 100% employer match about $153,771 at 4% or $102,514 at 6%.
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-8$251,833$66,691$8,336iApproximate average salary by contribution assumption: employee only about $208,409 at 4% or $138,940 at 6%; with 50% employer match about $138,940 at 4% or $92,626 at 6%; with 100% employer match about $104,205 at 4% or $69,470 at 6%.
200329$1,176,896$182,723$20,303iApproximate average salary by contribution assumption: employee only about $507,564 at 4% or $338,376 at 6%; with 50% employer match about $338,376 at 4% or $225,584 at 6%; with 100% employer match about $253,782 at 4% or $169,188 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-8$975,296$116,302$14,538iApproximate average salary by contribution assumption: employee only about $363,444 at 4% or $242,296 at 6%; with 50% employer match about $242,296 at 4% or $161,531 at 6%; with 100% employer match about $181,722 at 4% or $121,148 at 6%.
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-9$201,600$66,421$7,380iApproximate average salary by contribution assumption: employee only about $184,503 at 4% or $123,002 at 6%; with 50% employer match about $123,002 at 4% or $82,001 at 6%; with 100% employer match about $92,251 at 4% or $61,501 at 6%.
2002310$895,529$177,577$17,758iApproximate average salary by contribution assumption: employee only about $443,943 at 4% or $295,962 at 6%; with 50% employer match about $295,962 at 4% or $197,308 at 6%; with 100% employer match about $221,971 at 4% or $147,981 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-9$764,342$111,890$12,432iApproximate average salary by contribution assumption: employee only about $310,806 at 4% or $207,204 at 6%; with 50% employer match about $207,204 at 4% or $138,136 at 6%; with 100% employer match about $155,403 at 4% or $103,602 at 6%.
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-10$131,187$65,687$6,569iApproximate average salary by contribution assumption: employee only about $164,218 at 4% or $109,478 at 6%; with 50% employer match about $109,478 at 4% or $72,986 at 6%; with 100% employer match about $82,109 at 4% or $54,739 at 6%.
Zajac & Perrone LLP Money Purchase Pension Plan-0---
200135$0$0-
Zajac & Perrone LLP Profit Sharing Plan-5---
Zajac & Perrone LLP Money Purchase Pension Plan-5---
ZAJAC & PERRONE LLP CASH BALANCE PENSION PLAN-5---
200025$817,453$66,448$13,290iApproximate average salary by contribution assumption: employee only about $332,240 at 4% or $221,493 at 6%; with 50% employer match about $221,493 at 4% or $147,662 at 6%; with 100% employer match about $166,120 at 4% or $110,747 at 6%.
Zajac & Perrone LLP Profit Sharing Plan-5$698,085$46,826$9,365iApproximate average salary by contribution assumption: employee only about $234,130 at 4% or $156,087 at 6%; with 50% employer match about $156,087 at 4% or $104,058 at 6%; with 100% employer match about $117,065 at 4% or $78,043 at 6%.
Zajac & Perrone LLP Money Purchase Pension Plan-5$119,368$19,622$3,924iApproximate average salary by contribution assumption: employee only about $98,110 at 4% or $65,407 at 6%; with 50% employer match about $65,407 at 4% or $43,604 at 6%; with 100% employer match about $49,055 at 4% or $32,703 at 6%.
199920$0$0-
Zajac & Perrone LLP Money Purchase Pension Plan-0---
Zajac & Perrone LLP Profit Sharing Plan-0---