Civic Intelligence

Zuri Group LLC

Plan context: Zuri Group 401(K) Retirement Plan

EIN 93-1313272 • Bend, OR • 18 filings • 2 plans

601 NW Harmon Boulevard, Suite 8Bend, OR 97703
Current Snapshot

Latest Year

2024

2024 Participants

79

2024 Assets

$5,893,496

2024 Contributions

$1,225,058

Historical Graphs

Total Assets Over Time

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

$6,692,795$3,346,398$0201020172024YearValue
$5,893,496Latest year 2024

Participants Over Time

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

86430201020172024YearValue
79Latest 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
2024279$5,893,496$1,225,058$15,507iApproximate average salary by contribution assumption: employee only about $387,677 at 4% or $258,451 at 6%; with 50% employer match about $258,451 at 4% or $172,301 at 6%; with 100% employer match about $193,838 at 4% or $129,226 at 6%.
Zuri Group 401(K) Retirement Plan-79$5,893,496$1,225,058$15,507iApproximate average salary by contribution assumption: employee only about $387,677 at 4% or $258,451 at 6%; with 50% employer match about $258,451 at 4% or $172,301 at 6%; with 100% employer match about $193,838 at 4% or $129,226 at 6%.
Zuri Group Cash Balance Plan-0$0$0-
2023286$6,692,795$990,201$11,514iApproximate average salary by contribution assumption: employee only about $287,849 at 4% or $191,899 at 6%; with 50% employer match about $191,899 at 4% or $127,933 at 6%; with 100% employer match about $143,925 at 4% or $95,950 at 6%.
Zuri Group 401(K) Retirement Plan-86$6,681,081$990,201$11,514iApproximate average salary by contribution assumption: employee only about $287,849 at 4% or $191,899 at 6%; with 50% employer match about $191,899 at 4% or $127,933 at 6%; with 100% employer match about $143,925 at 4% or $95,950 at 6%.
Zuri Group Cash Balance Plan-48$11,714$0-
2022270$5,714,257$1,190,834$17,012iApproximate average salary by contribution assumption: employee only about $425,298 at 4% or $283,532 at 6%; with 50% employer match about $283,532 at 4% or $189,021 at 6%; with 100% employer match about $212,649 at 4% or $141,766 at 6%.
Zuri Group 401(K) Retirement Plan-70$5,134,097$955,884$13,655iApproximate average salary by contribution assumption: employee only about $341,387 at 4% or $227,591 at 6%; with 50% employer match about $227,591 at 4% or $151,728 at 6%; with 100% employer match about $170,694 at 4% or $113,796 at 6%.
Zuri Group Cash Balance Plan-49$580,160$234,950$4,795iApproximate average salary by contribution assumption: employee only about $119,872 at 4% or $79,915 at 6%; with 50% employer match about $79,915 at 4% or $53,277 at 6%; with 100% employer match about $59,936 at 4% or $39,957 at 6%.
2021145$5,162,832$759,440$16,876iApproximate average salary by contribution assumption: employee only about $421,911 at 4% or $281,274 at 6%; with 50% employer match about $281,274 at 4% or $187,516 at 6%; with 100% employer match about $210,956 at 4% or $140,637 at 6%.
Zuri Group 401(K) Retirement Plan-45$5,162,832$759,440$16,876iApproximate average salary by contribution assumption: employee only about $421,911 at 4% or $281,274 at 6%; with 50% employer match about $281,274 at 4% or $187,516 at 6%; with 100% employer match about $210,956 at 4% or $140,637 at 6%.
2020133$3,777,405$582,764$17,660iApproximate average salary by contribution assumption: employee only about $441,488 at 4% or $294,325 at 6%; with 50% employer match about $294,325 at 4% or $196,217 at 6%; with 100% employer match about $220,744 at 4% or $147,163 at 6%.
Zuri Group 401(K) Retirement Plan-33$3,777,405$582,764$17,660iApproximate average salary by contribution assumption: employee only about $441,488 at 4% or $294,325 at 6%; with 50% employer match about $294,325 at 4% or $196,217 at 6%; with 100% employer match about $220,744 at 4% or $147,163 at 6%.
2019130$2,730,969$549,274$18,309iApproximate average salary by contribution assumption: employee only about $457,728 at 4% or $305,152 at 6%; with 50% employer match about $305,152 at 4% or $203,435 at 6%; with 100% employer match about $228,864 at 4% or $152,576 at 6%.
Zuri Group 401(K) Retirement Plan-30$2,730,969$549,274$18,309iApproximate average salary by contribution assumption: employee only about $457,728 at 4% or $305,152 at 6%; with 50% employer match about $305,152 at 4% or $203,435 at 6%; with 100% employer match about $228,864 at 4% or $152,576 at 6%.
2018128$1,853,831$393,051$14,038iApproximate average salary by contribution assumption: employee only about $350,938 at 4% or $233,959 at 6%; with 50% employer match about $233,959 at 4% or $155,973 at 6%; with 100% employer match about $175,469 at 4% or $116,979 at 6%.
Zuri Group 401(K) Retirement Plan-28$1,853,831$393,051$14,038iApproximate average salary by contribution assumption: employee only about $350,938 at 4% or $233,959 at 6%; with 50% employer match about $233,959 at 4% or $155,973 at 6%; with 100% employer match about $175,469 at 4% or $116,979 at 6%.
2017119$1,624,701$226,032$11,896iApproximate average salary by contribution assumption: employee only about $297,411 at 4% or $198,274 at 6%; with 50% employer match about $198,274 at 4% or $132,182 at 6%; with 100% employer match about $148,705 at 4% or $99,137 at 6%.
Zuri Group 401(K) Retirement Plan-19$1,624,701$226,032$11,896iApproximate average salary by contribution assumption: employee only about $297,411 at 4% or $198,274 at 6%; with 50% employer match about $198,274 at 4% or $132,182 at 6%; with 100% employer match about $148,705 at 4% or $99,137 at 6%.
2016117$1,180,561$160,225$9,425iApproximate average salary by contribution assumption: employee only about $235,625 at 4% or $157,083 at 6%; with 50% employer match about $157,083 at 4% or $104,722 at 6%; with 100% employer match about $117,813 at 4% or $78,542 at 6%.
Zuri Group 401(K) Retirement Plan-17$1,180,561$160,225$9,425iApproximate average salary by contribution assumption: employee only about $235,625 at 4% or $157,083 at 6%; with 50% employer match about $157,083 at 4% or $104,722 at 6%; with 100% employer match about $117,813 at 4% or $78,542 at 6%.
2015116$1,054,162$176,920$11,058iApproximate average salary by contribution assumption: employee only about $276,438 at 4% or $184,292 at 6%; with 50% employer match about $184,292 at 4% or $122,861 at 6%; with 100% employer match about $138,219 at 4% or $92,146 at 6%.
Zuri Group 401(K) Retirement Plan-16$1,054,162$176,920$11,058iApproximate average salary by contribution assumption: employee only about $276,438 at 4% or $184,292 at 6%; with 50% employer match about $184,292 at 4% or $122,861 at 6%; with 100% employer match about $138,219 at 4% or $92,146 at 6%.
2014115$926,039$166,803$11,120iApproximate average salary by contribution assumption: employee only about $278,005 at 4% or $185,337 at 6%; with 50% employer match about $185,337 at 4% or $123,558 at 6%; with 100% employer match about $139,003 at 4% or $92,668 at 6%.
Zuri Group 401(K) Retirement Plan-15$926,039$166,803$11,120iApproximate average salary by contribution assumption: employee only about $278,005 at 4% or $185,337 at 6%; with 50% employer match about $185,337 at 4% or $123,558 at 6%; with 100% employer match about $139,003 at 4% or $92,668 at 6%.
2013115$747,377$165,474$11,032iApproximate average salary by contribution assumption: employee only about $275,790 at 4% or $183,860 at 6%; with 50% employer match about $183,860 at 4% or $122,573 at 6%; with 100% employer match about $137,895 at 4% or $91,930 at 6%.
Zuri Group 401(K) Retirement Plan-15$747,377$165,474$11,032iApproximate average salary by contribution assumption: employee only about $275,790 at 4% or $183,860 at 6%; with 50% employer match about $183,860 at 4% or $122,573 at 6%; with 100% employer match about $137,895 at 4% or $91,930 at 6%.
2012115$483,658$183,660$12,244iApproximate average salary by contribution assumption: employee only about $306,100 at 4% or $204,067 at 6%; with 50% employer match about $204,067 at 4% or $136,044 at 6%; with 100% employer match about $153,050 at 4% or $102,033 at 6%.
Zuri Group 401(K) Retirement Plan-15$483,658$183,660$12,244iApproximate average salary by contribution assumption: employee only about $306,100 at 4% or $204,067 at 6%; with 50% employer match about $204,067 at 4% or $136,044 at 6%; with 100% employer match about $153,050 at 4% or $102,033 at 6%.
2011111$279,878$224,738$20,431iApproximate average salary by contribution assumption: employee only about $510,768 at 4% or $340,512 at 6%; with 50% employer match about $340,512 at 4% or $227,008 at 6%; with 100% employer match about $255,384 at 4% or $170,256 at 6%.
Zuri Group 401(K) Retirement Plan-11$279,878$224,738$20,431iApproximate average salary by contribution assumption: employee only about $510,768 at 4% or $340,512 at 6%; with 50% employer match about $340,512 at 4% or $227,008 at 6%; with 100% employer match about $255,384 at 4% or $170,256 at 6%.
201013$54,258$53,735$17,912iApproximate average salary by contribution assumption: employee only about $447,792 at 4% or $298,528 at 6%; with 50% employer match about $298,528 at 4% or $199,019 at 6%; with 100% employer match about $223,896 at 4% or $149,264 at 6%.
Zuri Group 401(K) Retirement Plan-3$54,258$53,735$17,912iApproximate average salary by contribution assumption: employee only about $447,792 at 4% or $298,528 at 6%; with 50% employer match about $298,528 at 4% or $199,019 at 6%; with 100% employer match about $223,896 at 4% or $149,264 at 6%.