Zell Associates Inc
Plan context: Zell Associates Inc 401(K) Profit Sharing Plan
EIN 94-2264751 • San Jose, CA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$1,674,106
2024 Contributions
$197,798
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $1,674,106 | $197,798 | $8,242iApproximate average salary by contribution assumption: employee only about $206,040 at 4% or $137,360 at 6%; with 50% employer match about $137,360 at 4% or $91,573 at 6%; with 100% employer match about $103,020 at 4% or $68,680 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 24 | $1,674,106 | $197,798 | $8,242iApproximate average salary by contribution assumption: employee only about $206,040 at 4% or $137,360 at 6%; with 50% employer match about $137,360 at 4% or $91,573 at 6%; with 100% employer match about $103,020 at 4% or $68,680 at 6%. |
| 2023 | 1 | 21 | $1,358,750 | $165,382 | $7,875iApproximate average salary by contribution assumption: employee only about $196,883 at 4% or $131,256 at 6%; with 50% employer match about $131,256 at 4% or $87,504 at 6%; with 100% employer match about $98,442 at 4% or $65,628 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 21 | $1,358,750 | $165,382 | $7,875iApproximate average salary by contribution assumption: employee only about $196,883 at 4% or $131,256 at 6%; with 50% employer match about $131,256 at 4% or $87,504 at 6%; with 100% employer match about $98,442 at 4% or $65,628 at 6%. |
| 2022 | 1 | 19 | $1,082,946 | $176,338 | $9,281iApproximate average salary by contribution assumption: employee only about $232,024 at 4% or $154,682 at 6%; with 50% employer match about $154,682 at 4% or $103,122 at 6%; with 100% employer match about $116,012 at 4% or $77,341 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 19 | $1,082,946 | $176,338 | $9,281iApproximate average salary by contribution assumption: employee only about $232,024 at 4% or $154,682 at 6%; with 50% employer match about $154,682 at 4% or $103,122 at 6%; with 100% employer match about $116,012 at 4% or $77,341 at 6%. |
| 2021 | 1 | 20 | $1,121,442 | $172,549 | $8,627iApproximate average salary by contribution assumption: employee only about $215,686 at 4% or $143,791 at 6%; with 50% employer match about $143,791 at 4% or $95,861 at 6%; with 100% employer match about $107,843 at 4% or $71,895 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 20 | $1,121,442 | $172,549 | $8,627iApproximate average salary by contribution assumption: employee only about $215,686 at 4% or $143,791 at 6%; with 50% employer match about $143,791 at 4% or $95,861 at 6%; with 100% employer match about $107,843 at 4% or $71,895 at 6%. |
| 2020 | 1 | 19 | $860,903 | $113,195 | $5,958iApproximate average salary by contribution assumption: employee only about $148,941 at 4% or $99,294 at 6%; with 50% employer match about $99,294 at 4% or $66,196 at 6%; with 100% employer match about $74,470 at 4% or $49,647 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 19 | $860,903 | $113,195 | $5,958iApproximate average salary by contribution assumption: employee only about $148,941 at 4% or $99,294 at 6%; with 50% employer match about $99,294 at 4% or $66,196 at 6%; with 100% employer match about $74,470 at 4% or $49,647 at 6%. |
| 2019 | 1 | 16 | $715,270 | $95,452 | $5,966iApproximate average salary by contribution assumption: employee only about $149,144 at 4% or $99,429 at 6%; with 50% employer match about $99,429 at 4% or $66,286 at 6%; with 100% employer match about $74,572 at 4% or $49,715 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 16 | $715,270 | $95,452 | $5,966iApproximate average salary by contribution assumption: employee only about $149,144 at 4% or $99,429 at 6%; with 50% employer match about $99,429 at 4% or $66,286 at 6%; with 100% employer match about $74,572 at 4% or $49,715 at 6%. |
| 2018 | 1 | 9 | $518,352 | $57,266 | $6,363iApproximate average salary by contribution assumption: employee only about $159,072 at 4% or $106,048 at 6%; with 50% employer match about $106,048 at 4% or $70,699 at 6%; with 100% employer match about $79,536 at 4% or $53,024 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 9 | $518,352 | $57,266 | $6,363iApproximate average salary by contribution assumption: employee only about $159,072 at 4% or $106,048 at 6%; with 50% employer match about $106,048 at 4% or $70,699 at 6%; with 100% employer match about $79,536 at 4% or $53,024 at 6%. |
| 2017 | 1 | 7 | $491,152 | $31,749 | $4,536iApproximate average salary by contribution assumption: employee only about $113,389 at 4% or $75,593 at 6%; with 50% employer match about $75,593 at 4% or $50,395 at 6%; with 100% employer match about $56,695 at 4% or $37,796 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 7 | $491,152 | $31,749 | $4,536iApproximate average salary by contribution assumption: employee only about $113,389 at 4% or $75,593 at 6%; with 50% employer match about $75,593 at 4% or $50,395 at 6%; with 100% employer match about $56,695 at 4% or $37,796 at 6%. |
| 2016 | 1 | 9 | $633,660 | $66,928 | $7,436iApproximate average salary by contribution assumption: employee only about $185,911 at 4% or $123,941 at 6%; with 50% employer match about $123,941 at 4% or $82,627 at 6%; with 100% employer match about $92,956 at 4% or $61,970 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 9 | $633,660 | $66,928 | $7,436iApproximate average salary by contribution assumption: employee only about $185,911 at 4% or $123,941 at 6%; with 50% employer match about $123,941 at 4% or $82,627 at 6%; with 100% employer match about $92,956 at 4% or $61,970 at 6%. |
| 2015 | 1 | 9 | $540,884 | $48,957 | $5,440iApproximate average salary by contribution assumption: employee only about $135,992 at 4% or $90,661 at 6%; with 50% employer match about $90,661 at 4% or $60,441 at 6%; with 100% employer match about $67,996 at 4% or $45,331 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 9 | $540,884 | $48,957 | $5,440iApproximate average salary by contribution assumption: employee only about $135,992 at 4% or $90,661 at 6%; with 50% employer match about $90,661 at 4% or $60,441 at 6%; with 100% employer match about $67,996 at 4% or $45,331 at 6%. |
| 2014 | 1 | 9 | $503,346 | $48,765 | $5,418iApproximate average salary by contribution assumption: employee only about $135,458 at 4% or $90,306 at 6%; with 50% employer match about $90,306 at 4% or $60,204 at 6%; with 100% employer match about $67,729 at 4% or $45,153 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 9 | $503,346 | $48,765 | $5,418iApproximate average salary by contribution assumption: employee only about $135,458 at 4% or $90,306 at 6%; with 50% employer match about $90,306 at 4% or $60,204 at 6%; with 100% employer match about $67,729 at 4% or $45,153 at 6%. |
| 2013 | 1 | 9 | $439,026 | $56,651 | $6,295iApproximate average salary by contribution assumption: employee only about $157,364 at 4% or $104,909 at 6%; with 50% employer match about $104,909 at 4% or $69,940 at 6%; with 100% employer match about $78,682 at 4% or $52,455 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 9 | $439,026 | $56,651 | $6,295iApproximate average salary by contribution assumption: employee only about $157,364 at 4% or $104,909 at 6%; with 50% employer match about $104,909 at 4% or $69,940 at 6%; with 100% employer match about $78,682 at 4% or $52,455 at 6%. |
| 2012 | 1 | 8 | $342,818 | $45,678 | $5,710iApproximate average salary by contribution assumption: employee only about $142,744 at 4% or $95,163 at 6%; with 50% employer match about $95,163 at 4% or $63,442 at 6%; with 100% employer match about $71,372 at 4% or $47,581 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 8 | $342,818 | $45,678 | $5,710iApproximate average salary by contribution assumption: employee only about $142,744 at 4% or $95,163 at 6%; with 50% employer match about $95,163 at 4% or $63,442 at 6%; with 100% employer match about $71,372 at 4% or $47,581 at 6%. |
| 2011 | 1 | 8 | $328,563 | $37,959 | $4,745iApproximate average salary by contribution assumption: employee only about $118,622 at 4% or $79,081 at 6%; with 50% employer match about $79,081 at 4% or $52,721 at 6%; with 100% employer match about $59,311 at 4% or $39,541 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 8 | $328,563 | $37,959 | $4,745iApproximate average salary by contribution assumption: employee only about $118,622 at 4% or $79,081 at 6%; with 50% employer match about $79,081 at 4% or $52,721 at 6%; with 100% employer match about $59,311 at 4% or $39,541 at 6%. |
| 2010 | 1 | 8 | $286,981 | $22,699 | $2,837iApproximate average salary by contribution assumption: employee only about $70,934 at 4% or $47,290 at 6%; with 50% employer match about $47,290 at 4% or $31,526 at 6%; with 100% employer match about $35,467 at 4% or $23,645 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 8 | $286,981 | $22,699 | $2,837iApproximate average salary by contribution assumption: employee only about $70,934 at 4% or $47,290 at 6%; with 50% employer match about $47,290 at 4% or $31,526 at 6%; with 100% employer match about $35,467 at 4% or $23,645 at 6%. |
| 2009 | 1 | 16 | $246,723 | $21,831 | $1,364iApproximate average salary by contribution assumption: employee only about $34,111 at 4% or $22,741 at 6%; with 50% employer match about $22,741 at 4% or $15,160 at 6%; with 100% employer match about $17,055 at 4% or $11,370 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 16 | $246,723 | $21,831 | $1,364iApproximate average salary by contribution assumption: employee only about $34,111 at 4% or $22,741 at 6%; with 50% employer match about $22,741 at 4% or $15,160 at 6%; with 100% employer match about $17,055 at 4% or $11,370 at 6%. |
| 2008 | 1 | 16 | $197,647 | $26,291 | $1,643iApproximate average salary by contribution assumption: employee only about $41,080 at 4% or $27,386 at 6%; with 50% employer match about $27,386 at 4% or $18,258 at 6%; with 100% employer match about $20,540 at 4% or $13,693 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 16 | $197,647 | $26,291 | $1,643iApproximate average salary by contribution assumption: employee only about $41,080 at 4% or $27,386 at 6%; with 50% employer match about $27,386 at 4% or $18,258 at 6%; with 100% employer match about $20,540 at 4% or $13,693 at 6%. |
| 2007 | 1 | 18 | $444,029 | $36,942 | $2,052iApproximate average salary by contribution assumption: employee only about $51,308 at 4% or $34,206 at 6%; with 50% employer match about $34,206 at 4% or $22,804 at 6%; with 100% employer match about $25,654 at 4% or $17,103 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 18 | $444,029 | $36,942 | $2,052iApproximate average salary by contribution assumption: employee only about $51,308 at 4% or $34,206 at 6%; with 50% employer match about $34,206 at 4% or $22,804 at 6%; with 100% employer match about $25,654 at 4% or $17,103 at 6%. |
| 2006 | 1 | 20 | $382,455 | $36,435 | $1,822iApproximate average salary by contribution assumption: employee only about $45,544 at 4% or $30,363 at 6%; with 50% employer match about $30,363 at 4% or $20,242 at 6%; with 100% employer match about $22,772 at 4% or $15,181 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 20 | $382,455 | $36,435 | $1,822iApproximate average salary by contribution assumption: employee only about $45,544 at 4% or $30,363 at 6%; with 50% employer match about $30,363 at 4% or $20,242 at 6%; with 100% employer match about $22,772 at 4% or $15,181 at 6%. |
| 2005 | 1 | 20 | $307,381 | $30,715 | $1,536iApproximate average salary by contribution assumption: employee only about $38,394 at 4% or $25,596 at 6%; with 50% employer match about $25,596 at 4% or $17,064 at 6%; with 100% employer match about $19,197 at 4% or $12,798 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 20 | $307,381 | $30,715 | $1,536iApproximate average salary by contribution assumption: employee only about $38,394 at 4% or $25,596 at 6%; with 50% employer match about $25,596 at 4% or $17,064 at 6%; with 100% employer match about $19,197 at 4% or $12,798 at 6%. |
| 2004 | 1 | 17 | $277,004 | $25,789 | $1,517iApproximate average salary by contribution assumption: employee only about $37,925 at 4% or $25,283 at 6%; with 50% employer match about $25,283 at 4% or $16,856 at 6%; with 100% employer match about $18,963 at 4% or $12,642 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 17 | $277,004 | $25,789 | $1,517iApproximate average salary by contribution assumption: employee only about $37,925 at 4% or $25,283 at 6%; with 50% employer match about $25,283 at 4% or $16,856 at 6%; with 100% employer match about $18,963 at 4% or $12,642 at 6%. |
| 2003 | 1 | 19 | $240,501 | $33,497 | $1,763iApproximate average salary by contribution assumption: employee only about $44,075 at 4% or $29,383 at 6%; with 50% employer match about $29,383 at 4% or $19,589 at 6%; with 100% employer match about $22,038 at 4% or $14,692 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 19 | $240,501 | $33,497 | $1,763iApproximate average salary by contribution assumption: employee only about $44,075 at 4% or $29,383 at 6%; with 50% employer match about $29,383 at 4% or $19,589 at 6%; with 100% employer match about $22,038 at 4% or $14,692 at 6%. |
| 2002 | 1 | 28 | $193,805 | $47,253 | $1,688iApproximate average salary by contribution assumption: employee only about $42,190 at 4% or $28,127 at 6%; with 50% employer match about $28,127 at 4% or $18,751 at 6%; with 100% employer match about $21,095 at 4% or $14,063 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 28 | $193,805 | $47,253 | $1,688iApproximate average salary by contribution assumption: employee only about $42,190 at 4% or $28,127 at 6%; with 50% employer match about $28,127 at 4% or $18,751 at 6%; with 100% employer match about $21,095 at 4% or $14,063 at 6%. |
| 2001 | 1 | 25 | $193,626 | $58,110 | $2,324iApproximate average salary by contribution assumption: employee only about $58,110 at 4% or $38,740 at 6%; with 50% employer match about $38,740 at 4% or $25,827 at 6%; with 100% employer match about $29,055 at 4% or $19,370 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 25 | $193,626 | $58,110 | $2,324iApproximate average salary by contribution assumption: employee only about $58,110 at 4% or $38,740 at 6%; with 50% employer match about $38,740 at 4% or $25,827 at 6%; with 100% employer match about $29,055 at 4% or $19,370 at 6%. |
| 2000 | 1 | 30 | $173,679 | $51,786 | $1,726iApproximate average salary by contribution assumption: employee only about $43,155 at 4% or $28,770 at 6%; with 50% employer match about $28,770 at 4% or $19,180 at 6%; with 100% employer match about $21,578 at 4% or $14,385 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 30 | $173,679 | $51,786 | $1,726iApproximate average salary by contribution assumption: employee only about $43,155 at 4% or $28,770 at 6%; with 50% employer match about $28,770 at 4% or $19,180 at 6%; with 100% employer match about $21,578 at 4% or $14,385 at 6%. |
| 1999 | 1 | 27 | $184,224 | $43,038 | $1,594iApproximate average salary by contribution assumption: employee only about $39,850 at 4% or $26,567 at 6%; with 50% employer match about $26,567 at 4% or $17,711 at 6%; with 100% employer match about $19,925 at 4% or $13,283 at 6%. |
| Zell Associates Inc 401(K) Profit Sharing Plan | - | 27 | $184,224 | $43,038 | $1,594iApproximate average salary by contribution assumption: employee only about $39,850 at 4% or $26,567 at 6%; with 50% employer match about $26,567 at 4% or $17,711 at 6%; with 100% employer match about $19,925 at 4% or $13,283 at 6%. |