Zucco Fagent Associates
Plan context: Zfa Savings and Retirement Plan
EIN 94-2518496 • Santa Rosa, CA • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
120
2024 Assets
$18,955,036
2024 Contributions
$1,292,081
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 | 120 | $18,955,036 | $1,292,081 | $10,767iApproximate average salary by contribution assumption: employee only about $269,184 at 4% or $179,456 at 6%; with 50% employer match about $179,456 at 4% or $119,637 at 6%; with 100% employer match about $134,592 at 4% or $89,728 at 6%. |
| Zfa Savings and Retirement Plan | - | 120 | $18,955,036 | $1,292,081 | $10,767iApproximate average salary by contribution assumption: employee only about $269,184 at 4% or $179,456 at 6%; with 50% employer match about $179,456 at 4% or $119,637 at 6%; with 100% employer match about $134,592 at 4% or $89,728 at 6%. |
| 2023 | 1 | 114 | $15,875,005 | $1,363,377 | $11,959iApproximate average salary by contribution assumption: employee only about $298,986 at 4% or $199,324 at 6%; with 50% employer match about $199,324 at 4% or $132,883 at 6%; with 100% employer match about $149,493 at 4% or $99,662 at 6%. |
| Zfa Savings and Retirement Plan | - | 114 | $15,875,005 | $1,363,377 | $11,959iApproximate average salary by contribution assumption: employee only about $298,986 at 4% or $199,324 at 6%; with 50% employer match about $199,324 at 4% or $132,883 at 6%; with 100% employer match about $149,493 at 4% or $99,662 at 6%. |
| 2022 | 1 | 106 | $12,521,544 | $1,208,117 | $11,397iApproximate average salary by contribution assumption: employee only about $284,933 at 4% or $189,956 at 6%; with 50% employer match about $189,956 at 4% or $126,637 at 6%; with 100% employer match about $142,467 at 4% or $94,978 at 6%. |
| Zfa Savings and Retirement Plan | - | 106 | $12,521,544 | $1,208,117 | $11,397iApproximate average salary by contribution assumption: employee only about $284,933 at 4% or $189,956 at 6%; with 50% employer match about $189,956 at 4% or $126,637 at 6%; with 100% employer match about $142,467 at 4% or $94,978 at 6%. |
| 2021 | 1 | 99 | $12,853,138 | $1,180,085 | $11,920iApproximate average salary by contribution assumption: employee only about $298,001 at 4% or $198,668 at 6%; with 50% employer match about $198,668 at 4% or $132,445 at 6%; with 100% employer match about $149,001 at 4% or $99,334 at 6%. |
| Zfa Savings and Retirement Plan | - | 99 | $12,853,138 | $1,180,085 | $11,920iApproximate average salary by contribution assumption: employee only about $298,001 at 4% or $198,668 at 6%; with 50% employer match about $198,668 at 4% or $132,445 at 6%; with 100% employer match about $149,001 at 4% or $99,334 at 6%. |
| 2020 | 1 | 95 | $10,683,574 | $1,217,496 | $12,816iApproximate average salary by contribution assumption: employee only about $320,394 at 4% or $213,596 at 6%; with 50% employer match about $213,596 at 4% or $142,397 at 6%; with 100% employer match about $160,197 at 4% or $106,798 at 6%. |
| Zfa Savings and Retirement Plan | - | 95 | $10,683,574 | $1,217,496 | $12,816iApproximate average salary by contribution assumption: employee only about $320,394 at 4% or $213,596 at 6%; with 50% employer match about $213,596 at 4% or $142,397 at 6%; with 100% employer match about $160,197 at 4% or $106,798 at 6%. |
| 2019 | 1 | 97 | $8,955,919 | $952,586 | $9,820iApproximate average salary by contribution assumption: employee only about $245,512 at 4% or $163,675 at 6%; with 50% employer match about $163,675 at 4% or $109,116 at 6%; with 100% employer match about $122,756 at 4% or $81,837 at 6%. |
| Zfa Savings and Retirement Plan | - | 97 | $8,955,919 | $952,586 | $9,820iApproximate average salary by contribution assumption: employee only about $245,512 at 4% or $163,675 at 6%; with 50% employer match about $163,675 at 4% or $109,116 at 6%; with 100% employer match about $122,756 at 4% or $81,837 at 6%. |
| 2018 | 1 | 92 | $6,729,297 | $762,580 | $8,289iApproximate average salary by contribution assumption: employee only about $207,223 at 4% or $138,149 at 6%; with 50% employer match about $138,149 at 4% or $92,099 at 6%; with 100% employer match about $103,611 at 4% or $69,074 at 6%. |
| Zfa Savings and Retirement Plan | - | 92 | $6,729,297 | $762,580 | $8,289iApproximate average salary by contribution assumption: employee only about $207,223 at 4% or $138,149 at 6%; with 50% employer match about $138,149 at 4% or $92,099 at 6%; with 100% employer match about $103,611 at 4% or $69,074 at 6%. |
| 2017 | 1 | 75 | $7,746,049 | $733,491 | $9,780iApproximate average salary by contribution assumption: employee only about $244,497 at 4% or $162,998 at 6%; with 50% employer match about $162,998 at 4% or $108,665 at 6%; with 100% employer match about $122,248 at 4% or $81,499 at 6%. |
| Zfa Savings and Retirement Plan | - | 75 | $7,746,049 | $733,491 | $9,780iApproximate average salary by contribution assumption: employee only about $244,497 at 4% or $162,998 at 6%; with 50% employer match about $162,998 at 4% or $108,665 at 6%; with 100% employer match about $122,248 at 4% or $81,499 at 6%. |
| 2016 | 1 | 73 | $6,203,294 | $712,272 | $9,757iApproximate average salary by contribution assumption: employee only about $243,929 at 4% or $162,619 at 6%; with 50% employer match about $162,619 at 4% or $108,413 at 6%; with 100% employer match about $121,964 at 4% or $81,310 at 6%. |
| Zfa Savings and Retirement Plan | - | 73 | $6,203,294 | $712,272 | $9,757iApproximate average salary by contribution assumption: employee only about $243,929 at 4% or $162,619 at 6%; with 50% employer match about $162,619 at 4% or $108,413 at 6%; with 100% employer match about $121,964 at 4% or $81,310 at 6%. |
| 2015 | 1 | 61 | $4,805,626 | $717,060 | $11,755iApproximate average salary by contribution assumption: employee only about $293,877 at 4% or $195,918 at 6%; with 50% employer match about $195,918 at 4% or $130,612 at 6%; with 100% employer match about $146,939 at 4% or $97,959 at 6%. |
| Zfa Savings and Retirement Plan | - | 61 | $4,805,626 | $717,060 | $11,755iApproximate average salary by contribution assumption: employee only about $293,877 at 4% or $195,918 at 6%; with 50% employer match about $195,918 at 4% or $130,612 at 6%; with 100% employer match about $146,939 at 4% or $97,959 at 6%. |
| 2014 | 1 | 59 | $4,673,266 | $789,490 | $13,381iApproximate average salary by contribution assumption: employee only about $334,530 at 4% or $223,020 at 6%; with 50% employer match about $223,020 at 4% or $148,680 at 6%; with 100% employer match about $167,265 at 4% or $111,510 at 6%. |
| Zfa Savings and Retirement Plan | - | 59 | $4,673,266 | $789,490 | $13,381iApproximate average salary by contribution assumption: employee only about $334,530 at 4% or $223,020 at 6%; with 50% employer match about $223,020 at 4% or $148,680 at 6%; with 100% employer match about $167,265 at 4% or $111,510 at 6%. |
| 2013 | 1 | 58 | $4,074,123 | $400,633 | $6,907iApproximate average salary by contribution assumption: employee only about $172,687 at 4% or $115,124 at 6%; with 50% employer match about $115,124 at 4% or $76,750 at 6%; with 100% employer match about $86,343 at 4% or $57,562 at 6%. |
| Zfa Savings and Retirement Plan | - | 58 | $4,074,123 | $400,633 | $6,907iApproximate average salary by contribution assumption: employee only about $172,687 at 4% or $115,124 at 6%; with 50% employer match about $115,124 at 4% or $76,750 at 6%; with 100% employer match about $86,343 at 4% or $57,562 at 6%. |
| 2012 | 1 | 43 | $3,380,300 | $347,391 | $8,079iApproximate average salary by contribution assumption: employee only about $201,972 at 4% or $134,648 at 6%; with 50% employer match about $134,648 at 4% or $89,765 at 6%; with 100% employer match about $100,986 at 4% or $67,324 at 6%. |
| Zfa Savings and Retirement Plan | - | 43 | $3,380,300 | $347,391 | $8,079iApproximate average salary by contribution assumption: employee only about $201,972 at 4% or $134,648 at 6%; with 50% employer match about $134,648 at 4% or $89,765 at 6%; with 100% employer match about $100,986 at 4% or $67,324 at 6%. |
| 2011 | 1 | 44 | $3,230,419 | $281,848 | $6,406iApproximate average salary by contribution assumption: employee only about $160,141 at 4% or $106,761 at 6%; with 50% employer match about $106,761 at 4% or $71,174 at 6%; with 100% employer match about $80,070 at 4% or $53,380 at 6%. |
| Zfa Savings and Retirement Plan | - | 44 | $3,230,419 | $281,848 | $6,406iApproximate average salary by contribution assumption: employee only about $160,141 at 4% or $106,761 at 6%; with 50% employer match about $106,761 at 4% or $71,174 at 6%; with 100% employer match about $80,070 at 4% or $53,380 at 6%. |
| 2010 | 1 | 42 | $3,116,157 | $267,166 | $6,361iApproximate average salary by contribution assumption: employee only about $159,027 at 4% or $106,018 at 6%; with 50% employer match about $106,018 at 4% or $70,679 at 6%; with 100% employer match about $79,514 at 4% or $53,009 at 6%. |
| Zfa Savings and Retirement Plan | - | 42 | $3,116,157 | $267,166 | $6,361iApproximate average salary by contribution assumption: employee only about $159,027 at 4% or $106,018 at 6%; with 50% employer match about $106,018 at 4% or $70,679 at 6%; with 100% employer match about $79,514 at 4% or $53,009 at 6%. |
| 2009 | 1 | 37 | $2,264,409 | $331,999 | $8,973iApproximate average salary by contribution assumption: employee only about $224,324 at 4% or $149,549 at 6%; with 50% employer match about $149,549 at 4% or $99,699 at 6%; with 100% employer match about $112,162 at 4% or $74,775 at 6%. |
| Zfa Savings and Retirement Plan | - | 37 | $2,264,409 | $331,999 | $8,973iApproximate average salary by contribution assumption: employee only about $224,324 at 4% or $149,549 at 6%; with 50% employer match about $149,549 at 4% or $99,699 at 6%; with 100% employer match about $112,162 at 4% or $74,775 at 6%. |
| 2008 | 1 | 48 | $1,748,825 | $311,974 | $6,499iApproximate average salary by contribution assumption: employee only about $162,486 at 4% or $108,324 at 6%; with 50% employer match about $108,324 at 4% or $72,216 at 6%; with 100% employer match about $81,243 at 4% or $54,162 at 6%. |
| Zfa Savings and Retirement Plan | - | 48 | $1,748,825 | $311,974 | $6,499iApproximate average salary by contribution assumption: employee only about $162,486 at 4% or $108,324 at 6%; with 50% employer match about $108,324 at 4% or $72,216 at 6%; with 100% employer match about $81,243 at 4% or $54,162 at 6%. |
| 2006 | 1 | 36 | $2,159,485 | $357,178 | $9,922iApproximate average salary by contribution assumption: employee only about $248,040 at 4% or $165,360 at 6%; with 50% employer match about $165,360 at 4% or $110,240 at 6%; with 100% employer match about $124,020 at 4% or $82,680 at 6%. |
| Zfa Savings and Retirement Plan | - | 36 | $2,159,485 | $357,178 | $9,922iApproximate average salary by contribution assumption: employee only about $248,040 at 4% or $165,360 at 6%; with 50% employer match about $165,360 at 4% or $110,240 at 6%; with 100% employer match about $124,020 at 4% or $82,680 at 6%. |
| 2005 | 1 | 37 | $1,745,337 | $287,065 | $7,759iApproximate average salary by contribution assumption: employee only about $193,963 at 4% or $129,309 at 6%; with 50% employer match about $129,309 at 4% or $86,206 at 6%; with 100% employer match about $96,981 at 4% or $64,654 at 6%. |
| Zfa Savings and Retirement Plan | - | 37 | $1,745,337 | $287,065 | $7,759iApproximate average salary by contribution assumption: employee only about $193,963 at 4% or $129,309 at 6%; with 50% employer match about $129,309 at 4% or $86,206 at 6%; with 100% employer match about $96,981 at 4% or $64,654 at 6%. |
| 2004 | 1 | 40 | $1,526,625 | $312,017 | $7,800iApproximate average salary by contribution assumption: employee only about $195,011 at 4% or $130,007 at 6%; with 50% employer match about $130,007 at 4% or $86,671 at 6%; with 100% employer match about $97,505 at 4% or $65,004 at 6%. |
| Zfa Savings and Retirement Plan | - | 40 | $1,526,625 | $312,017 | $7,800iApproximate average salary by contribution assumption: employee only about $195,011 at 4% or $130,007 at 6%; with 50% employer match about $130,007 at 4% or $86,671 at 6%; with 100% employer match about $97,505 at 4% or $65,004 at 6%. |
| 2003 | 1 | 39 | $1,174,079 | $198,146 | $5,081iApproximate average salary by contribution assumption: employee only about $127,017 at 4% or $84,678 at 6%; with 50% employer match about $84,678 at 4% or $56,452 at 6%; with 100% employer match about $63,508 at 4% or $42,339 at 6%. |
| Zfa Savings and Retirement Plan | - | 39 | $1,174,079 | $198,146 | $5,081iApproximate average salary by contribution assumption: employee only about $127,017 at 4% or $84,678 at 6%; with 50% employer match about $84,678 at 4% or $56,452 at 6%; with 100% employer match about $63,508 at 4% or $42,339 at 6%. |
| 2002 | 1 | 48 | $861,222 | $379,058 | $7,897iApproximate average salary by contribution assumption: employee only about $197,426 at 4% or $131,617 at 6%; with 50% employer match about $131,617 at 4% or $87,745 at 6%; with 100% employer match about $98,713 at 4% or $65,809 at 6%. |
| Zfa Savings and Retirement Plan | - | 48 | $861,222 | $379,058 | $7,897iApproximate average salary by contribution assumption: employee only about $197,426 at 4% or $131,617 at 6%; with 50% employer match about $131,617 at 4% or $87,745 at 6%; with 100% employer match about $98,713 at 4% or $65,809 at 6%. |
| 2001 | 1 | 46 | $0 | $0 | - |
| Zfa Savings and Retirement Plan | - | 46 | - | - | - |
| 2000 | 1 | 44 | $462,932 | $189,953 | $4,317iApproximate average salary by contribution assumption: employee only about $107,928 at 4% or $71,952 at 6%; with 50% employer match about $71,952 at 4% or $47,968 at 6%; with 100% employer match about $53,964 at 4% or $35,976 at 6%. |
| Zfa Savings and Retirement Plan | - | 44 | $462,932 | $189,953 | $4,317iApproximate average salary by contribution assumption: employee only about $107,928 at 4% or $71,952 at 6%; with 50% employer match about $71,952 at 4% or $47,968 at 6%; with 100% employer match about $53,964 at 4% or $35,976 at 6%. |
| 1999 | 1 | 39 | $333,505 | $193,541 | $4,963iApproximate average salary by contribution assumption: employee only about $124,065 at 4% or $82,710 at 6%; with 50% employer match about $82,710 at 4% or $55,140 at 6%; with 100% employer match about $62,032 at 4% or $41,355 at 6%. |
| Zfa Savings and Retirement Plan | - | 39 | $333,505 | $193,541 | $4,963iApproximate average salary by contribution assumption: employee only about $124,065 at 4% or $82,710 at 6%; with 50% employer match about $82,710 at 4% or $55,140 at 6%; with 100% employer match about $62,032 at 4% or $41,355 at 6%. |