Civic Intelligence

Steven D. Zelko, M.D.

Plan context: Steven D. Zelko, M.D. 401K Profit Sharing Plan

EIN 77-0550653 • Santa Barbara, CA • 15 filings • 2 plans

309 West Quinto StreetSanta Barbara, CA 93105
Current Snapshot

Latest Year

2013

2013 Participants

10

2013 Assets

$1,359,474

2013 Contributions

$137,480

Historical Graphs

Total Assets Over Time

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

$1,359,474$679,737$0199920062013YearValue
$1,359,474Latest year 2013

Participants Over Time

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

1260199920062013YearValue
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
2013110$1,359,474$137,480$13,748iApproximate average salary by contribution assumption: employee only about $343,700 at 4% or $229,133 at 6%; with 50% employer match about $229,133 at 4% or $152,756 at 6%; with 100% employer match about $171,850 at 4% or $114,567 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-10$1,359,474$137,480$13,748iApproximate average salary by contribution assumption: employee only about $343,700 at 4% or $229,133 at 6%; with 50% employer match about $229,133 at 4% or $152,756 at 6%; with 100% employer match about $171,850 at 4% or $114,567 at 6%.
2012110$1,127,549$112,428$11,243iApproximate average salary by contribution assumption: employee only about $281,070 at 4% or $187,380 at 6%; with 50% employer match about $187,380 at 4% or $124,920 at 6%; with 100% employer match about $140,535 at 4% or $93,690 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-10$1,127,549$112,428$11,243iApproximate average salary by contribution assumption: employee only about $281,070 at 4% or $187,380 at 6%; with 50% employer match about $187,380 at 4% or $124,920 at 6%; with 100% employer match about $140,535 at 4% or $93,690 at 6%.
201119$966,463$105,815$11,757iApproximate average salary by contribution assumption: employee only about $293,931 at 4% or $195,954 at 6%; with 50% employer match about $195,954 at 4% or $130,636 at 6%; with 100% employer match about $146,965 at 4% or $97,977 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-9$966,463$105,815$11,757iApproximate average salary by contribution assumption: employee only about $293,931 at 4% or $195,954 at 6%; with 50% employer match about $195,954 at 4% or $130,636 at 6%; with 100% employer match about $146,965 at 4% or $97,977 at 6%.
2010112$931,793$110,872$9,239iApproximate average salary by contribution assumption: employee only about $230,983 at 4% or $153,989 at 6%; with 50% employer match about $153,989 at 4% or $102,659 at 6%; with 100% employer match about $115,492 at 4% or $76,994 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-12$931,793$110,872$9,239iApproximate average salary by contribution assumption: employee only about $230,983 at 4% or $153,989 at 6%; with 50% employer match about $153,989 at 4% or $102,659 at 6%; with 100% employer match about $115,492 at 4% or $76,994 at 6%.
2009111$731,020$106,121$9,647iApproximate average salary by contribution assumption: employee only about $241,184 at 4% or $160,789 at 6%; with 50% employer match about $160,789 at 4% or $107,193 at 6%; with 100% employer match about $120,592 at 4% or $80,395 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-11$731,020$106,121$9,647iApproximate average salary by contribution assumption: employee only about $241,184 at 4% or $160,789 at 6%; with 50% employer match about $160,789 at 4% or $107,193 at 6%; with 100% employer match about $120,592 at 4% or $80,395 at 6%.
200818$0$0-
Steven D. Zelko, M.D. 401K Profit Sharing Plan-8---
200718$0$0-
Steven D. Zelko, M.D. 401K Profit Sharing Plan-8---
200616$541,333$88,114$14,686iApproximate average salary by contribution assumption: employee only about $367,142 at 4% or $244,761 at 6%; with 50% employer match about $244,761 at 4% or $163,174 at 6%; with 100% employer match about $183,571 at 4% or $122,381 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-6$541,333$88,114$14,686iApproximate average salary by contribution assumption: employee only about $367,142 at 4% or $244,761 at 6%; with 50% employer match about $244,761 at 4% or $163,174 at 6%; with 100% employer match about $183,571 at 4% or $122,381 at 6%.
200518$405,342$85,315$10,664iApproximate average salary by contribution assumption: employee only about $266,609 at 4% or $177,740 at 6%; with 50% employer match about $177,740 at 4% or $118,493 at 6%; with 100% employer match about $133,305 at 4% or $88,870 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-8$405,342$85,315$10,664iApproximate average salary by contribution assumption: employee only about $266,609 at 4% or $177,740 at 6%; with 50% employer match about $177,740 at 4% or $118,493 at 6%; with 100% employer match about $133,305 at 4% or $88,870 at 6%.
200417$313,066$59,061$8,437iApproximate average salary by contribution assumption: employee only about $210,932 at 4% or $140,621 at 6%; with 50% employer match about $140,621 at 4% or $93,748 at 6%; with 100% employer match about $105,466 at 4% or $70,311 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-7$313,066$59,061$8,437iApproximate average salary by contribution assumption: employee only about $210,932 at 4% or $140,621 at 6%; with 50% employer match about $140,621 at 4% or $93,748 at 6%; with 100% employer match about $105,466 at 4% or $70,311 at 6%.
200317$232,668$56,185$8,026iApproximate average salary by contribution assumption: employee only about $200,661 at 4% or $133,774 at 6%; with 50% employer match about $133,774 at 4% or $89,183 at 6%; with 100% employer match about $100,330 at 4% or $66,887 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-7$232,668$56,185$8,026iApproximate average salary by contribution assumption: employee only about $200,661 at 4% or $133,774 at 6%; with 50% employer match about $133,774 at 4% or $89,183 at 6%; with 100% employer match about $100,330 at 4% or $66,887 at 6%.
200217$137,600$53,315$7,616iApproximate average salary by contribution assumption: employee only about $190,411 at 4% or $126,940 at 6%; with 50% employer match about $126,940 at 4% or $84,627 at 6%; with 100% employer match about $95,205 at 4% or $63,470 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-7$137,600$53,315$7,616iApproximate average salary by contribution assumption: employee only about $190,411 at 4% or $126,940 at 6%; with 50% employer match about $126,940 at 4% or $84,627 at 6%; with 100% employer match about $95,205 at 4% or $63,470 at 6%.
200116$0$0-
Steven D. Zelko, M.D. 401K Profit Sharing Plan-6---
200016$72,661$41,885$6,981iApproximate average salary by contribution assumption: employee only about $174,521 at 4% or $116,347 at 6%; with 50% employer match about $116,347 at 4% or $77,565 at 6%; with 100% employer match about $87,260 at 4% or $58,174 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-6$72,661$41,885$6,981iApproximate average salary by contribution assumption: employee only about $174,521 at 4% or $116,347 at 6%; with 50% employer match about $116,347 at 4% or $77,565 at 6%; with 100% employer match about $87,260 at 4% or $58,174 at 6%.
199916$34,585$34,585$5,764iApproximate average salary by contribution assumption: employee only about $144,104 at 4% or $96,069 at 6%; with 50% employer match about $96,069 at 4% or $64,046 at 6%; with 100% employer match about $72,052 at 4% or $48,035 at 6%.
Steven D. Zelko, M.D. 401K Profit Sharing Plan-6$34,585$34,585$5,764iApproximate average salary by contribution assumption: employee only about $144,104 at 4% or $96,069 at 6%; with 50% employer match about $96,069 at 4% or $64,046 at 6%; with 100% employer match about $72,052 at 4% or $48,035 at 6%.