Civic Intelligence

Zhang Financial LLC

Plan context: Zhang Financial LLC 401(K) Profit Sharing Plan & Trust

EIN 80-0370431 • Portage, MI • 12 filings • 2 plans

5931 Oakland DrPortage, MI 49024-1120
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$9,880,798

2024 Contributions

$1,066,623

Historical Graphs

Total Assets Over Time

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

$9,880,798$4,940,399$0201320192024YearValue
$9,880,798Latest year 2024

Participants Over Time

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

46230201320192024YearValue
46Latest 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
2024146$9,880,798$1,066,623$23,187iApproximate average salary by contribution assumption: employee only about $579,686 at 4% or $386,458 at 6%; with 50% employer match about $386,458 at 4% or $257,638 at 6%; with 100% employer match about $289,843 at 4% or $193,229 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-46$9,880,798$1,066,623$23,187iApproximate average salary by contribution assumption: employee only about $579,686 at 4% or $386,458 at 6%; with 50% employer match about $386,458 at 4% or $257,638 at 6%; with 100% employer match about $289,843 at 4% or $193,229 at 6%.
2023141$8,277,548$1,207,822$29,459iApproximate average salary by contribution assumption: employee only about $736,477 at 4% or $490,985 at 6%; with 50% employer match about $490,985 at 4% or $327,323 at 6%; with 100% employer match about $368,238 at 4% or $245,492 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-41$8,277,548$1,207,822$29,459iApproximate average salary by contribution assumption: employee only about $736,477 at 4% or $490,985 at 6%; with 50% employer match about $490,985 at 4% or $327,323 at 6%; with 100% employer match about $368,238 at 4% or $245,492 at 6%.
2022138$5,977,372$838,110$22,056iApproximate average salary by contribution assumption: employee only about $551,388 at 4% or $367,592 at 6%; with 50% employer match about $367,592 at 4% or $245,061 at 6%; with 100% employer match about $275,694 at 4% or $183,796 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-38$5,977,372$838,110$22,056iApproximate average salary by contribution assumption: employee only about $551,388 at 4% or $367,592 at 6%; with 50% employer match about $367,592 at 4% or $245,061 at 6%; with 100% employer match about $275,694 at 4% or $183,796 at 6%.
2021134$6,016,602$806,944$23,734iApproximate average salary by contribution assumption: employee only about $593,341 at 4% or $395,561 at 6%; with 50% employer match about $395,561 at 4% or $263,707 at 6%; with 100% employer match about $296,671 at 4% or $197,780 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-34$6,016,602$806,944$23,734iApproximate average salary by contribution assumption: employee only about $593,341 at 4% or $395,561 at 6%; with 50% employer match about $395,561 at 4% or $263,707 at 6%; with 100% employer match about $296,671 at 4% or $197,780 at 6%.
2020135$4,319,639$803,135$22,947iApproximate average salary by contribution assumption: employee only about $573,668 at 4% or $382,445 at 6%; with 50% employer match about $382,445 at 4% or $254,963 at 6%; with 100% employer match about $286,834 at 4% or $191,223 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-35$4,319,639$803,135$22,947iApproximate average salary by contribution assumption: employee only about $573,668 at 4% or $382,445 at 6%; with 50% employer match about $382,445 at 4% or $254,963 at 6%; with 100% employer match about $286,834 at 4% or $191,223 at 6%.
2019123$2,888,371$435,034$18,915iApproximate average salary by contribution assumption: employee only about $472,863 at 4% or $315,242 at 6%; with 50% employer match about $315,242 at 4% or $210,161 at 6%; with 100% employer match about $236,432 at 4% or $157,621 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-23$2,888,371$435,034$18,915iApproximate average salary by contribution assumption: employee only about $472,863 at 4% or $315,242 at 6%; with 50% employer match about $315,242 at 4% or $210,161 at 6%; with 100% employer match about $236,432 at 4% or $157,621 at 6%.
2018122$2,044,689$242,317$11,014iApproximate average salary by contribution assumption: employee only about $275,360 at 4% or $183,573 at 6%; with 50% employer match about $183,573 at 4% or $122,382 at 6%; with 100% employer match about $137,680 at 4% or $91,787 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-22$2,044,689$242,317$11,014iApproximate average salary by contribution assumption: employee only about $275,360 at 4% or $183,573 at 6%; with 50% employer match about $183,573 at 4% or $122,382 at 6%; with 100% employer match about $137,680 at 4% or $91,787 at 6%.
2017116$2,155,109$210,701$13,169iApproximate average salary by contribution assumption: employee only about $329,220 at 4% or $219,480 at 6%; with 50% employer match about $219,480 at 4% or $146,320 at 6%; with 100% employer match about $164,610 at 4% or $109,740 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-16$2,155,109$210,701$13,169iApproximate average salary by contribution assumption: employee only about $329,220 at 4% or $219,480 at 6%; with 50% employer match about $219,480 at 4% or $146,320 at 6%; with 100% employer match about $164,610 at 4% or $109,740 at 6%.
2016114$2,029,671$194,515$13,894iApproximate average salary by contribution assumption: employee only about $347,348 at 4% or $231,565 at 6%; with 50% employer match about $231,565 at 4% or $154,377 at 6%; with 100% employer match about $173,674 at 4% or $115,783 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-14$2,029,671$194,515$13,894iApproximate average salary by contribution assumption: employee only about $347,348 at 4% or $231,565 at 6%; with 50% employer match about $231,565 at 4% or $154,377 at 6%; with 100% employer match about $173,674 at 4% or $115,783 at 6%.
2015112$1,577,279$138,156$11,513iApproximate average salary by contribution assumption: employee only about $287,825 at 4% or $191,883 at 6%; with 50% employer match about $191,883 at 4% or $127,922 at 6%; with 100% employer match about $143,913 at 4% or $95,942 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-12$1,577,279$138,156$11,513iApproximate average salary by contribution assumption: employee only about $287,825 at 4% or $191,883 at 6%; with 50% employer match about $191,883 at 4% or $127,922 at 6%; with 100% employer match about $143,913 at 4% or $95,942 at 6%.
2014112$1,479,149$129,317$10,776iApproximate average salary by contribution assumption: employee only about $269,410 at 4% or $179,607 at 6%; with 50% employer match about $179,607 at 4% or $119,738 at 6%; with 100% employer match about $134,705 at 4% or $89,803 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-12$1,479,149$129,317$10,776iApproximate average salary by contribution assumption: employee only about $269,410 at 4% or $179,607 at 6%; with 50% employer match about $179,607 at 4% or $119,738 at 6%; with 100% employer match about $134,705 at 4% or $89,803 at 6%.
2013110$1,246,582$131,518$13,152iApproximate average salary by contribution assumption: employee only about $328,795 at 4% or $219,197 at 6%; with 50% employer match about $219,197 at 4% or $146,131 at 6%; with 100% employer match about $164,398 at 4% or $109,598 at 6%.
Zhang Financial LLC 401(K) Profit Sharing Plan & Trust-10$1,246,582$131,518$13,152iApproximate average salary by contribution assumption: employee only about $328,795 at 4% or $219,197 at 6%; with 50% employer match about $219,197 at 4% or $146,131 at 6%; with 100% employer match about $164,398 at 4% or $109,598 at 6%.