Civic Intelligence

Zimmer & Associates LLC

Plan context: Zimmer & Associates LLC 401 K Profit Sharing Plan

EIN 93-1242574 • Portland, OR • 25 filings • 5 plans

One SW Columbia Suite 680Portland, OR 97258
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$308,922

2023 Contributions

$2,755

Historical Graphs

Total Assets Over Time

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

$3,194,336$1,597,168$0199920122023YearValue
$308,922Latest year 2023

Participants Over Time

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

19100199920112023YearValue
8Latest year 2023

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
202318$308,922$0-
Zimmer & Associates LLC 401 K Profit Sharing Plan-8$308,922--
202218$263,224$2,755$344iApproximate average salary by contribution assumption: employee only about $8,609 at 4% or $5,740 at 6%; with 50% employer match about $5,740 at 4% or $3,826 at 6%; with 100% employer match about $4,305 at 4% or $2,870 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-8$263,224$2,755$344iApproximate average salary by contribution assumption: employee only about $8,609 at 4% or $5,740 at 6%; with 50% employer match about $5,740 at 4% or $3,826 at 6%; with 100% employer match about $4,305 at 4% or $2,870 at 6%.
2021111$517,614$18,495$1,681iApproximate average salary by contribution assumption: employee only about $42,034 at 4% or $28,023 at 6%; with 50% employer match about $28,023 at 4% or $18,682 at 6%; with 100% employer match about $21,017 at 4% or $14,011 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-11$517,614$18,495$1,681iApproximate average salary by contribution assumption: employee only about $42,034 at 4% or $28,023 at 6%; with 50% employer match about $28,023 at 4% or $18,682 at 6%; with 100% employer match about $21,017 at 4% or $14,011 at 6%.
2020113$592,005$66,122$5,086iApproximate average salary by contribution assumption: employee only about $127,158 at 4% or $84,772 at 6%; with 50% employer match about $84,772 at 4% or $56,515 at 6%; with 100% employer match about $63,579 at 4% or $42,386 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-13$592,005$66,122$5,086iApproximate average salary by contribution assumption: employee only about $127,158 at 4% or $84,772 at 6%; with 50% employer match about $84,772 at 4% or $56,515 at 6%; with 100% employer match about $63,579 at 4% or $42,386 at 6%.
2019114$464,047$42,767$3,055iApproximate average salary by contribution assumption: employee only about $76,370 at 4% or $50,913 at 6%; with 50% employer match about $50,913 at 4% or $33,942 at 6%; with 100% employer match about $38,185 at 4% or $25,457 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-14$464,047$42,767$3,055iApproximate average salary by contribution assumption: employee only about $76,370 at 4% or $50,913 at 6%; with 50% employer match about $50,913 at 4% or $33,942 at 6%; with 100% employer match about $38,185 at 4% or $25,457 at 6%.
2018114$431,292$42,070$3,005iApproximate average salary by contribution assumption: employee only about $75,125 at 4% or $50,083 at 6%; with 50% employer match about $50,083 at 4% or $33,389 at 6%; with 100% employer match about $37,563 at 4% or $25,042 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-14$431,292$42,070$3,005iApproximate average salary by contribution assumption: employee only about $75,125 at 4% or $50,083 at 6%; with 50% employer match about $50,083 at 4% or $33,389 at 6%; with 100% employer match about $37,563 at 4% or $25,042 at 6%.
2017118$3,183,461$51,101$2,839iApproximate average salary by contribution assumption: employee only about $70,974 at 4% or $47,316 at 6%; with 50% employer match about $47,316 at 4% or $31,544 at 6%; with 100% employer match about $35,487 at 4% or $23,658 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-18$3,183,461$51,101$2,839iApproximate average salary by contribution assumption: employee only about $70,974 at 4% or $47,316 at 6%; with 50% employer match about $47,316 at 4% or $31,544 at 6%; with 100% employer match about $35,487 at 4% or $23,658 at 6%.
2016119$3,194,336$164,022$8,633iApproximate average salary by contribution assumption: employee only about $215,818 at 4% or $143,879 at 6%; with 50% employer match about $143,879 at 4% or $95,919 at 6%; with 100% employer match about $107,909 at 4% or $71,939 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-19$3,194,336$164,022$8,633iApproximate average salary by contribution assumption: employee only about $215,818 at 4% or $143,879 at 6%; with 50% employer match about $143,879 at 4% or $95,919 at 6%; with 100% employer match about $107,909 at 4% or $71,939 at 6%.
2015118$2,957,557$130,329$7,241iApproximate average salary by contribution assumption: employee only about $181,013 at 4% or $120,675 at 6%; with 50% employer match about $120,675 at 4% or $80,450 at 6%; with 100% employer match about $90,506 at 4% or $60,338 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-18$2,957,557$130,329$7,241iApproximate average salary by contribution assumption: employee only about $181,013 at 4% or $120,675 at 6%; with 50% employer match about $120,675 at 4% or $80,450 at 6%; with 100% employer match about $90,506 at 4% or $60,338 at 6%.
2014118$2,798,758$107,505$5,973iApproximate average salary by contribution assumption: employee only about $149,313 at 4% or $99,542 at 6%; with 50% employer match about $99,542 at 4% or $66,361 at 6%; with 100% employer match about $74,656 at 4% or $49,771 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-18$2,798,758$107,505$5,973iApproximate average salary by contribution assumption: employee only about $149,313 at 4% or $99,542 at 6%; with 50% employer match about $99,542 at 4% or $66,361 at 6%; with 100% employer match about $74,656 at 4% or $49,771 at 6%.
2013116$2,638,191$33,314$2,082iApproximate average salary by contribution assumption: employee only about $52,053 at 4% or $34,702 at 6%; with 50% employer match about $34,702 at 4% or $23,135 at 6%; with 100% employer match about $26,027 at 4% or $17,351 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-16$2,638,191$33,314$2,082iApproximate average salary by contribution assumption: employee only about $52,053 at 4% or $34,702 at 6%; with 50% employer match about $34,702 at 4% or $23,135 at 6%; with 100% employer match about $26,027 at 4% or $17,351 at 6%.
2012114$2,493,452$195,078$13,934iApproximate average salary by contribution assumption: employee only about $348,354 at 4% or $232,236 at 6%; with 50% employer match about $232,236 at 4% or $154,824 at 6%; with 100% employer match about $174,177 at 4% or $116,118 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-14$2,493,452$195,078$13,934iApproximate average salary by contribution assumption: employee only about $348,354 at 4% or $232,236 at 6%; with 50% employer match about $232,236 at 4% or $154,824 at 6%; with 100% employer match about $174,177 at 4% or $116,118 at 6%.
2011112$2,237,098$38,990$3,249iApproximate average salary by contribution assumption: employee only about $81,229 at 4% or $54,153 at 6%; with 50% employer match about $54,153 at 4% or $36,102 at 6%; with 100% employer match about $40,615 at 4% or $27,076 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-12$2,237,098$38,990$3,249iApproximate average salary by contribution assumption: employee only about $81,229 at 4% or $54,153 at 6%; with 50% employer match about $54,153 at 4% or $36,102 at 6%; with 100% employer match about $40,615 at 4% or $27,076 at 6%.
2010115$2,565,178$120,703$8,047iApproximate average salary by contribution assumption: employee only about $201,172 at 4% or $134,114 at 6%; with 50% employer match about $134,114 at 4% or $89,410 at 6%; with 100% employer match about $100,586 at 4% or $67,057 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-15$2,565,178$120,703$8,047iApproximate average salary by contribution assumption: employee only about $201,172 at 4% or $134,114 at 6%; with 50% employer match about $134,114 at 4% or $89,410 at 6%; with 100% employer match about $100,586 at 4% or $67,057 at 6%.
2009114$2,618,694$186,350$13,311iApproximate average salary by contribution assumption: employee only about $332,768 at 4% or $221,845 at 6%; with 50% employer match about $221,845 at 4% or $147,897 at 6%; with 100% employer match about $166,384 at 4% or $110,923 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-14$2,618,694$186,350$13,311iApproximate average salary by contribution assumption: employee only about $332,768 at 4% or $221,845 at 6%; with 50% employer match about $221,845 at 4% or $147,897 at 6%; with 100% employer match about $166,384 at 4% or $110,923 at 6%.
200818$1,999,134$166,523$20,815iApproximate average salary by contribution assumption: employee only about $520,384 at 4% or $346,923 at 6%; with 50% employer match about $346,923 at 4% or $231,282 at 6%; with 100% employer match about $260,192 at 4% or $173,461 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-8$1,999,134$166,523$20,815iApproximate average salary by contribution assumption: employee only about $520,384 at 4% or $346,923 at 6%; with 50% employer match about $346,923 at 4% or $231,282 at 6%; with 100% employer match about $260,192 at 4% or $173,461 at 6%.
200718$2,708,232$144,386$18,048iApproximate average salary by contribution assumption: employee only about $451,206 at 4% or $300,804 at 6%; with 50% employer match about $300,804 at 4% or $200,536 at 6%; with 100% employer match about $225,603 at 4% or $150,402 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-8$2,708,232$144,386$18,048iApproximate average salary by contribution assumption: employee only about $451,206 at 4% or $300,804 at 6%; with 50% employer match about $300,804 at 4% or $200,536 at 6%; with 100% employer match about $225,603 at 4% or $150,402 at 6%.
200617$2,377,937$132,877$18,982iApproximate average salary by contribution assumption: employee only about $474,561 at 4% or $316,374 at 6%; with 50% employer match about $316,374 at 4% or $210,916 at 6%; with 100% employer match about $237,280 at 4% or $158,187 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-7$2,377,937$132,877$18,982iApproximate average salary by contribution assumption: employee only about $474,561 at 4% or $316,374 at 6%; with 50% employer match about $316,374 at 4% or $210,916 at 6%; with 100% employer match about $237,280 at 4% or $158,187 at 6%.
2005110$1,979,774$123,805$12,381iApproximate average salary by contribution assumption: employee only about $309,513 at 4% or $206,342 at 6%; with 50% employer match about $206,342 at 4% or $137,561 at 6%; with 100% employer match about $154,756 at 4% or $103,171 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-10$1,979,774$123,805$12,381iApproximate average salary by contribution assumption: employee only about $309,513 at 4% or $206,342 at 6%; with 50% employer match about $206,342 at 4% or $137,561 at 6%; with 100% employer match about $154,756 at 4% or $103,171 at 6%.
200419$1,782,633$113,680$12,631iApproximate average salary by contribution assumption: employee only about $315,778 at 4% or $210,519 at 6%; with 50% employer match about $210,519 at 4% or $140,346 at 6%; with 100% employer match about $157,889 at 4% or $105,259 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-9$1,782,633$113,680$12,631iApproximate average salary by contribution assumption: employee only about $315,778 at 4% or $210,519 at 6%; with 50% employer match about $210,519 at 4% or $140,346 at 6%; with 100% employer match about $157,889 at 4% or $105,259 at 6%.
200319$1,498,801$89,370$9,930iApproximate average salary by contribution assumption: employee only about $248,250 at 4% or $165,500 at 6%; with 50% employer match about $165,500 at 4% or $110,333 at 6%; with 100% employer match about $124,125 at 4% or $82,750 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-9$1,498,801$89,370$9,930iApproximate average salary by contribution assumption: employee only about $248,250 at 4% or $165,500 at 6%; with 50% employer match about $165,500 at 4% or $110,333 at 6%; with 100% employer match about $124,125 at 4% or $82,750 at 6%.
200217$1,082,050$108,556$15,508iApproximate average salary by contribution assumption: employee only about $387,700 at 4% or $258,467 at 6%; with 50% employer match about $258,467 at 4% or $172,311 at 6%; with 100% employer match about $193,850 at 4% or $129,233 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-7$1,082,050$108,556$15,508iApproximate average salary by contribution assumption: employee only about $387,700 at 4% or $258,467 at 6%; with 50% employer match about $258,467 at 4% or $172,311 at 6%; with 100% employer match about $193,850 at 4% or $129,233 at 6%.
200117$0$0-
Zimmer & Associates LLC 401 K Profit Sharing Plan-7---
200015$1,282,302$85,808$17,162iApproximate average salary by contribution assumption: employee only about $429,040 at 4% or $286,027 at 6%; with 50% employer match about $286,027 at 4% or $190,684 at 6%; with 100% employer match about $214,520 at 4% or $143,013 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-5$1,282,302$85,808$17,162iApproximate average salary by contribution assumption: employee only about $429,040 at 4% or $286,027 at 6%; with 50% employer match about $286,027 at 4% or $190,684 at 6%; with 100% employer match about $214,520 at 4% or $143,013 at 6%.
199916$1,254,159$26,056$4,343iApproximate average salary by contribution assumption: employee only about $108,567 at 4% or $72,378 at 6%; with 50% employer match about $72,378 at 4% or $48,252 at 6%; with 100% employer match about $54,283 at 4% or $36,189 at 6%.
Zimmer & Associates LLC 401 K Profit Sharing Plan-6$1,254,159$26,056$4,343iApproximate average salary by contribution assumption: employee only about $108,567 at 4% or $72,378 at 6%; with 50% employer match about $72,378 at 4% or $48,252 at 6%; with 100% employer match about $54,283 at 4% or $36,189 at 6%.