Civic Intelligence

Zackler & Associates

Plan context: Allan Zackler & Associates Keogh Plan

EIN 94-3144201 • Piedmont, CA • 17 filings • 3 plans

120 Sandringham RdPiedmont, CA 94611-3615
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$2,397,243

2015 Contributions

$41,915

Historical Graphs

Total Assets Over Time

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

$2,397,243$1,198,622$0199920072014YearValue
$2,397,243Latest year 2014

Participants Over Time

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

420199920072014YearValue
2Latest year 2014

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
201510$0$0-
Allan Zackler & Associates Keogh Plan-0$0$0-
201412$2,397,243$41,915$20,958iApproximate average salary by contribution assumption: employee only about $523,938 at 4% or $349,292 at 6%; with 50% employer match about $349,292 at 4% or $232,861 at 6%; with 100% employer match about $261,969 at 4% or $174,646 at 6%.
Allan Zackler & Associates Keogh Plan-2$2,397,243$41,915$20,958iApproximate average salary by contribution assumption: employee only about $523,938 at 4% or $349,292 at 6%; with 50% employer match about $349,292 at 4% or $232,861 at 6%; with 100% employer match about $261,969 at 4% or $174,646 at 6%.
201312$2,251,881$39,340$19,670iApproximate average salary by contribution assumption: employee only about $491,750 at 4% or $327,833 at 6%; with 50% employer match about $327,833 at 4% or $218,556 at 6%; with 100% employer match about $245,875 at 4% or $163,917 at 6%.
Allan Zackler & Associates Keogh Plan-2$2,251,881$39,340$19,670iApproximate average salary by contribution assumption: employee only about $491,750 at 4% or $327,833 at 6%; with 50% employer match about $327,833 at 4% or $218,556 at 6%; with 100% employer match about $245,875 at 4% or $163,917 at 6%.
201212$1,914,003$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Allan Zackler & Associates Keogh Plan-2$1,914,003$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201112$1,667,456$59,100$29,550iApproximate average salary by contribution assumption: employee only about $738,750 at 4% or $492,500 at 6%; with 50% employer match about $492,500 at 4% or $328,333 at 6%; with 100% employer match about $369,375 at 4% or $246,250 at 6%.
Allan Zackler & Associates Keogh Plan-2$1,667,456$59,100$29,550iApproximate average salary by contribution assumption: employee only about $738,750 at 4% or $492,500 at 6%; with 50% employer match about $492,500 at 4% or $328,333 at 6%; with 100% employer match about $369,375 at 4% or $246,250 at 6%.
201012$1,640,079$29,520$14,760iApproximate average salary by contribution assumption: employee only about $369,000 at 4% or $246,000 at 6%; with 50% employer match about $246,000 at 4% or $164,000 at 6%; with 100% employer match about $184,500 at 4% or $123,000 at 6%.
Allan Zackler & Associates Keogh Plan-2$1,640,079$29,520$14,760iApproximate average salary by contribution assumption: employee only about $369,000 at 4% or $246,000 at 6%; with 50% employer match about $246,000 at 4% or $164,000 at 6%; with 100% employer match about $184,500 at 4% or $123,000 at 6%.
200912$1,469,002$23,300$11,650iApproximate average salary by contribution assumption: employee only about $291,250 at 4% or $194,167 at 6%; with 50% employer match about $194,167 at 4% or $129,444 at 6%; with 100% employer match about $145,625 at 4% or $97,083 at 6%.
Allan Zackler & Associates Keogh Plan-2$1,469,002$23,300$11,650iApproximate average salary by contribution assumption: employee only about $291,250 at 4% or $194,167 at 6%; with 50% employer match about $194,167 at 4% or $129,444 at 6%; with 100% employer match about $145,625 at 4% or $97,083 at 6%.
200812$1,230,348$26,329$13,165iApproximate average salary by contribution assumption: employee only about $329,113 at 4% or $219,408 at 6%; with 50% employer match about $219,408 at 4% or $146,272 at 6%; with 100% employer match about $164,556 at 4% or $109,704 at 6%.
Allan Zackler & Associates Keogh Plan-2$1,230,348$26,329$13,165iApproximate average salary by contribution assumption: employee only about $329,113 at 4% or $219,408 at 6%; with 50% employer match about $219,408 at 4% or $146,272 at 6%; with 100% employer match about $164,556 at 4% or $109,704 at 6%.
200712$1,532,888$32,886$16,443iApproximate average salary by contribution assumption: employee only about $411,075 at 4% or $274,050 at 6%; with 50% employer match about $274,050 at 4% or $182,700 at 6%; with 100% employer match about $205,538 at 4% or $137,025 at 6%.
Allan Zackler & Associates Keogh Plan-2$1,532,888$32,886$16,443iApproximate average salary by contribution assumption: employee only about $411,075 at 4% or $274,050 at 6%; with 50% employer match about $274,050 at 4% or $182,700 at 6%; with 100% employer match about $205,538 at 4% or $137,025 at 6%.
200612$1,435,400$23,018$11,509iApproximate average salary by contribution assumption: employee only about $287,725 at 4% or $191,817 at 6%; with 50% employer match about $191,817 at 4% or $127,878 at 6%; with 100% employer match about $143,863 at 4% or $95,908 at 6%.
Allan Zackler & Associates Keogh Plan-2$1,435,400$23,018$11,509iApproximate average salary by contribution assumption: employee only about $287,725 at 4% or $191,817 at 6%; with 50% employer match about $191,817 at 4% or $127,878 at 6%; with 100% employer match about $143,863 at 4% or $95,908 at 6%.
200512$1,348,523$37,185$18,593iApproximate average salary by contribution assumption: employee only about $464,813 at 4% or $309,875 at 6%; with 50% employer match about $309,875 at 4% or $206,583 at 6%; with 100% employer match about $232,406 at 4% or $154,938 at 6%.
Allan Zackler & Associates Keogh Plan-2$1,348,523$37,185$18,593iApproximate average salary by contribution assumption: employee only about $464,813 at 4% or $309,875 at 6%; with 50% employer match about $309,875 at 4% or $206,583 at 6%; with 100% employer match about $232,406 at 4% or $154,938 at 6%.
200413$1,237,003$71,179$23,726iApproximate average salary by contribution assumption: employee only about $593,158 at 4% or $395,439 at 6%; with 50% employer match about $395,439 at 4% or $263,626 at 6%; with 100% employer match about $296,579 at 4% or $197,719 at 6%.
Allan Zackler & Associates Keogh Plan-3$1,237,003$71,179$23,726iApproximate average salary by contribution assumption: employee only about $593,158 at 4% or $395,439 at 6%; with 50% employer match about $395,439 at 4% or $263,626 at 6%; with 100% employer match about $296,579 at 4% or $197,719 at 6%.
200314$1,107,381$44,827$11,207iApproximate average salary by contribution assumption: employee only about $280,169 at 4% or $186,779 at 6%; with 50% employer match about $186,779 at 4% or $124,519 at 6%; with 100% employer match about $140,084 at 4% or $93,390 at 6%.
Allan Zackler & Associates Keogh Plan-4$1,107,381$44,827$11,207iApproximate average salary by contribution assumption: employee only about $280,169 at 4% or $186,779 at 6%; with 50% employer match about $186,779 at 4% or $124,519 at 6%; with 100% employer match about $140,084 at 4% or $93,390 at 6%.
200214$815,231$91,154$22,789iApproximate average salary by contribution assumption: employee only about $569,713 at 4% or $379,808 at 6%; with 50% employer match about $379,808 at 4% or $253,206 at 6%; with 100% employer match about $284,856 at 4% or $189,904 at 6%.
Allan Zackler & Associates Keogh Plan-4$815,231$91,154$22,789iApproximate average salary by contribution assumption: employee only about $569,713 at 4% or $379,808 at 6%; with 50% employer match about $379,808 at 4% or $253,206 at 6%; with 100% employer match about $284,856 at 4% or $189,904 at 6%.
200114$848,565$68,822$17,206iApproximate average salary by contribution assumption: employee only about $430,138 at 4% or $286,758 at 6%; with 50% employer match about $286,758 at 4% or $191,172 at 6%; with 100% employer match about $215,069 at 4% or $143,379 at 6%.
Allan Zackler & Associates Keogh Plan-4$848,565$68,822$17,206iApproximate average salary by contribution assumption: employee only about $430,138 at 4% or $286,758 at 6%; with 50% employer match about $286,758 at 4% or $191,172 at 6%; with 100% employer match about $215,069 at 4% or $143,379 at 6%.
200014$0$0-
Allan Zackler & Associates Keogh Plan-4---
199913$1,213,177$50,825$16,942iApproximate average salary by contribution assumption: employee only about $423,542 at 4% or $282,361 at 6%; with 50% employer match about $282,361 at 4% or $188,241 at 6%; with 100% employer match about $211,771 at 4% or $141,181 at 6%.
Allan Zackler & Associates Keogh Plan-3$1,213,177$50,825$16,942iApproximate average salary by contribution assumption: employee only about $423,542 at 4% or $282,361 at 6%; with 50% employer match about $282,361 at 4% or $188,241 at 6%; with 100% employer match about $211,771 at 4% or $141,181 at 6%.