Civic Intelligence

Hamilton Zanze & Company

Plan context: Hamilton Zanze & Company Cash Balance Pension Plan

EIN 91-2169928 • San Francisco, CA • 27 filings • 6 plans

37 Graham Street, Suite 200 BSan Francisco, CA 94129
Current Snapshot

Latest Year

2021

2021 Participants

29

2021 Assets

$4,777,438

2021 Contributions

$150,000

Historical Graphs

Total Assets Over Time

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

$10,293,403$5,146,702$0200220122021YearValue
$4,777,438Latest year 2021

Participants Over Time

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

64320200220122021YearValue
29Latest year 2021

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
2021129$4,777,438$150,000$5,172iApproximate average salary by contribution assumption: employee only about $129,310 at 4% or $86,207 at 6%; with 50% employer match about $86,207 at 4% or $57,471 at 6%; with 100% employer match about $64,655 at 4% or $43,103 at 6%.
Hamilton Zanze & Company Cash Balance Pension Plan-29$4,777,438$150,000$5,172iApproximate average salary by contribution assumption: employee only about $129,310 at 4% or $86,207 at 6%; with 50% employer match about $86,207 at 4% or $57,471 at 6%; with 100% employer match about $64,655 at 4% or $43,103 at 6%.
2020228$4,096,700$644,781$23,028iApproximate average salary by contribution assumption: employee only about $575,697 at 4% or $383,798 at 6%; with 50% employer match about $383,798 at 4% or $255,865 at 6%; with 100% employer match about $287,849 at 4% or $191,899 at 6%.
Hamilton Zanze & Company Cash Balance Pension Plan-28$4,096,700$575,000$20,536iApproximate average salary by contribution assumption: employee only about $513,393 at 4% or $342,262 at 6%; with 50% employer match about $342,262 at 4% or $228,175 at 6%; with 100% employer match about $256,696 at 4% or $171,131 at 6%.
Hamilton Zanze & Company-0$0$69,781-
2019264$10,293,403$1,553,278$24,270iApproximate average salary by contribution assumption: employee only about $606,749 at 4% or $404,499 at 6%; with 50% employer match about $404,499 at 4% or $269,666 at 6%; with 100% employer match about $303,375 at 4% or $202,250 at 6%.
Hamilton Zanze & Company-64$6,715,651$1,086,631$16,979iApproximate average salary by contribution assumption: employee only about $424,465 at 4% or $282,977 at 6%; with 50% employer match about $282,977 at 4% or $188,651 at 6%; with 100% employer match about $212,233 at 4% or $141,488 at 6%.
Hamilton Zanze & Company Cash Balance Pension Plan-23$3,577,752$466,647$20,289iApproximate average salary by contribution assumption: employee only about $507,225 at 4% or $338,150 at 6%; with 50% employer match about $338,150 at 4% or $225,433 at 6%; with 100% employer match about $253,613 at 4% or $169,075 at 6%.
2018253$7,021,241$1,756,306$33,138iApproximate average salary by contribution assumption: employee only about $828,446 at 4% or $552,297 at 6%; with 50% employer match about $552,297 at 4% or $368,198 at 6%; with 100% employer match about $414,223 at 4% or $276,149 at 6%.
Hamilton Zanze & Company-53$4,486,351$1,291,435$24,367iApproximate average salary by contribution assumption: employee only about $609,167 at 4% or $406,112 at 6%; with 50% employer match about $406,112 at 4% or $270,741 at 6%; with 100% employer match about $304,584 at 4% or $203,056 at 6%.
Hamilton Zanze & Company Cash Balance Pension Plan-18$2,534,890$464,871$25,826iApproximate average salary by contribution assumption: employee only about $645,654 at 4% or $430,436 at 6%; with 50% employer match about $430,436 at 4% or $286,957 at 6%; with 100% employer match about $322,827 at 4% or $215,218 at 6%.
2017240$5,569,024$1,092,960$27,324iApproximate average salary by contribution assumption: employee only about $683,100 at 4% or $455,400 at 6%; with 50% employer match about $455,400 at 4% or $303,600 at 6%; with 100% employer match about $341,550 at 4% or $227,700 at 6%.
Hamilton Zanze & Company-40$3,810,698$699,405$17,485iApproximate average salary by contribution assumption: employee only about $437,128 at 4% or $291,419 at 6%; with 50% employer match about $291,419 at 4% or $194,279 at 6%; with 100% employer match about $218,564 at 4% or $145,709 at 6%.
Hamilton Zanze & Company Cash Balance Pension Plan-18$1,758,326$393,555$21,864iApproximate average salary by contribution assumption: employee only about $546,604 at 4% or $364,403 at 6%; with 50% employer match about $364,403 at 4% or $242,935 at 6%; with 100% employer match about $273,302 at 4% or $182,201 at 6%.
2016235$4,323,691$1,040,049$29,716iApproximate average salary by contribution assumption: employee only about $742,892 at 4% or $495,261 at 6%; with 50% employer match about $495,261 at 4% or $330,174 at 6%; with 100% employer match about $371,446 at 4% or $247,631 at 6%.
Hamilton Zanze & Company-35$2,759,294$633,726$18,106iApproximate average salary by contribution assumption: employee only about $452,661 at 4% or $301,774 at 6%; with 50% employer match about $301,774 at 4% or $201,183 at 6%; with 100% employer match about $226,331 at 4% or $150,887 at 6%.
Hamilton Zanze & Company Cash Balance Pension Plan-17$1,564,397$406,323$23,901iApproximate average salary by contribution assumption: employee only about $597,534 at 4% or $398,356 at 6%; with 50% employer match about $398,356 at 4% or $265,571 at 6%; with 100% employer match about $298,767 at 4% or $199,178 at 6%.
2015230$2,836,449$944,630$31,488iApproximate average salary by contribution assumption: employee only about $787,192 at 4% or $524,794 at 6%; with 50% employer match about $524,794 at 4% or $349,863 at 6%; with 100% employer match about $393,596 at 4% or $262,397 at 6%.
Hamilton Zanze & Company-30$2,028,127$522,360$17,412iApproximate average salary by contribution assumption: employee only about $435,300 at 4% or $290,200 at 6%; with 50% employer match about $290,200 at 4% or $193,467 at 6%; with 100% employer match about $217,650 at 4% or $145,100 at 6%.
Hamilton Zanze & Company Cash Balance Pension Plan-13$808,322$422,270$32,482iApproximate average salary by contribution assumption: employee only about $812,058 at 4% or $541,372 at 6%; with 50% employer match about $541,372 at 4% or $360,915 at 6%; with 100% employer match about $406,029 at 4% or $270,686 at 6%.
2014228$1,943,227$715,279$25,546iApproximate average salary by contribution assumption: employee only about $638,642 at 4% or $425,761 at 6%; with 50% employer match about $425,761 at 4% or $283,841 at 6%; with 100% employer match about $319,321 at 4% or $212,881 at 6%.
Hamilton Zanze & Company-28$1,557,175$329,227$11,758iApproximate average salary by contribution assumption: employee only about $293,953 at 4% or $195,968 at 6%; with 50% employer match about $195,968 at 4% or $130,646 at 6%; with 100% employer match about $146,976 at 4% or $97,984 at 6%.
Hamilton Zanze & Company Cash Balance Pension Plan-14$386,052$386,052$27,575iApproximate average salary by contribution assumption: employee only about $689,379 at 4% or $459,586 at 6%; with 50% employer match about $459,586 at 4% or $306,390 at 6%; with 100% employer match about $344,689 at 4% or $229,793 at 6%.
2013129$1,233,750$370,488$12,775iApproximate average salary by contribution assumption: employee only about $319,386 at 4% or $212,924 at 6%; with 50% employer match about $212,924 at 4% or $141,949 at 6%; with 100% employer match about $159,693 at 4% or $106,462 at 6%.
Hamilton Zanze & Company-29$1,233,750$370,488$12,775iApproximate average salary by contribution assumption: employee only about $319,386 at 4% or $212,924 at 6%; with 50% employer match about $212,924 at 4% or $141,949 at 6%; with 100% employer match about $159,693 at 4% or $106,462 at 6%.
2012125$760,430$250,771$10,031iApproximate average salary by contribution assumption: employee only about $250,771 at 4% or $167,181 at 6%; with 50% employer match about $167,181 at 4% or $111,454 at 6%; with 100% employer match about $125,386 at 4% or $83,590 at 6%.
Hamilton Zanze & Company-25$760,430$250,771$10,031iApproximate average salary by contribution assumption: employee only about $250,771 at 4% or $167,181 at 6%; with 50% employer match about $167,181 at 4% or $111,454 at 6%; with 100% employer match about $125,386 at 4% or $83,590 at 6%.
2011120$458,214$183,063$9,153iApproximate average salary by contribution assumption: employee only about $228,829 at 4% or $152,553 at 6%; with 50% employer match about $152,553 at 4% or $101,702 at 6%; with 100% employer match about $114,414 at 4% or $76,276 at 6%.
Hamilton Zanze & Company-20$458,214$183,063$9,153iApproximate average salary by contribution assumption: employee only about $228,829 at 4% or $152,553 at 6%; with 50% employer match about $152,553 at 4% or $101,702 at 6%; with 100% employer match about $114,414 at 4% or $76,276 at 6%.
2010113$285,734$37,376$2,875iApproximate average salary by contribution assumption: employee only about $71,877 at 4% or $47,918 at 6%; with 50% employer match about $47,918 at 4% or $31,945 at 6%; with 100% employer match about $35,938 at 4% or $23,959 at 6%.
Hamilton Zanze & Company-13$285,734$37,376$2,875iApproximate average salary by contribution assumption: employee only about $71,877 at 4% or $47,918 at 6%; with 50% employer match about $47,918 at 4% or $31,945 at 6%; with 100% employer match about $35,938 at 4% or $23,959 at 6%.
2009118$263,888$76,330$4,241iApproximate average salary by contribution assumption: employee only about $106,014 at 4% or $70,676 at 6%; with 50% employer match about $70,676 at 4% or $47,117 at 6%; with 100% employer match about $53,007 at 4% or $35,338 at 6%.
Hamilton Zanze & Company-18$263,888$76,330$4,241iApproximate average salary by contribution assumption: employee only about $106,014 at 4% or $70,676 at 6%; with 50% employer match about $70,676 at 4% or $47,117 at 6%; with 100% employer match about $53,007 at 4% or $35,338 at 6%.
2008115$429,351$99,643$6,643iApproximate average salary by contribution assumption: employee only about $166,072 at 4% or $110,714 at 6%; with 50% employer match about $110,714 at 4% or $73,810 at 6%; with 100% employer match about $83,036 at 4% or $55,357 at 6%.
Hamilton Zanze & Company-15$429,351$99,643$6,643iApproximate average salary by contribution assumption: employee only about $166,072 at 4% or $110,714 at 6%; with 50% employer match about $110,714 at 4% or $73,810 at 6%; with 100% employer match about $83,036 at 4% or $55,357 at 6%.
2007115$0$0-
Hamilton Zanze & Company-15---
200614$181,864$0-
Hamilton Zanze & Company-4$181,864--
200515$172,044$0-
Hamilton Zanze & Company-5$172,044--
200414$161,899$0-
Hamilton Zanze & Company-4$161,899--
200314$139,549$0-
Hamilton Zanze & Company-4$139,549--
200214$130,355$128,979$32,245iApproximate average salary by contribution assumption: employee only about $806,119 at 4% or $537,413 at 6%; with 50% employer match about $537,413 at 4% or $358,275 at 6%; with 100% employer match about $403,059 at 4% or $268,706 at 6%.
Hamilton Zanze & Company-4$130,355$128,979$32,245iApproximate average salary by contribution assumption: employee only about $806,119 at 4% or $537,413 at 6%; with 50% employer match about $537,413 at 4% or $358,275 at 6%; with 100% employer match about $403,059 at 4% or $268,706 at 6%.