Civic Intelligence

James L. Zak

Plan context: James L. Zak Profit Sharing Plan

EIN 94-3266756 • San Francisco, CA • 26 filings • 1 plans

245 Vallejo StreetSan Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$6,071,547

2024 Contributions

$104,050

Historical Graphs

Total Assets Over Time

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

$6,071,547$3,035,774$0199920122024YearValue
$6,071,547Latest year 2024

Participants Over Time

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

1160199920122024YearValue
7Latest 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
202417$6,071,547$0-
James L. Zak Profit Sharing Plan-7$6,071,547$0-
202318$5,030,797$0-
James L. Zak Profit Sharing Plan-8$5,030,797--
202218$4,371,257$0-
James L. Zak Profit Sharing Plan-8$4,371,257$0-
202118$4,400,627$0-
James L. Zak Profit Sharing Plan-8$4,400,627$0-
202018$3,517,759$0-
James L. Zak Profit Sharing Plan-8$3,517,759--
201918$3,318,308$0-
James L. Zak Profit Sharing Plan-8$3,318,308$0-
201818$2,987,806$0-
James L. Zak Profit Sharing Plan-8$2,987,806$0-
201719$2,999,920$104,050$11,561iApproximate average salary by contribution assumption: employee only about $289,028 at 4% or $192,685 at 6%; with 50% employer match about $192,685 at 4% or $128,457 at 6%; with 100% employer match about $144,514 at 4% or $96,343 at 6%.
James L. Zak Profit Sharing Plan-9$2,999,920$104,050$11,561iApproximate average salary by contribution assumption: employee only about $289,028 at 4% or $192,685 at 6%; with 50% employer match about $192,685 at 4% or $128,457 at 6%; with 100% employer match about $144,514 at 4% or $96,343 at 6%.
2016111$2,467,464$108,886$9,899iApproximate average salary by contribution assumption: employee only about $247,468 at 4% or $164,979 at 6%; with 50% employer match about $164,979 at 4% or $109,986 at 6%; with 100% employer match about $123,734 at 4% or $82,489 at 6%.
James L. Zak Profit Sharing Plan-11$2,467,464$108,886$9,899iApproximate average salary by contribution assumption: employee only about $247,468 at 4% or $164,979 at 6%; with 50% employer match about $164,979 at 4% or $109,986 at 6%; with 100% employer match about $123,734 at 4% or $82,489 at 6%.
2015111$1,955,820$130,501$11,864iApproximate average salary by contribution assumption: employee only about $296,593 at 4% or $197,729 at 6%; with 50% employer match about $197,729 at 4% or $131,819 at 6%; with 100% employer match about $148,297 at 4% or $98,864 at 6%.
James L. Zak Profit Sharing Plan-11$1,955,820$130,501$11,864iApproximate average salary by contribution assumption: employee only about $296,593 at 4% or $197,729 at 6%; with 50% employer match about $197,729 at 4% or $131,819 at 6%; with 100% employer match about $148,297 at 4% or $98,864 at 6%.
201418$2,100,834$89,910$11,239iApproximate average salary by contribution assumption: employee only about $280,969 at 4% or $187,313 at 6%; with 50% employer match about $187,313 at 4% or $124,875 at 6%; with 100% employer match about $140,484 at 4% or $93,656 at 6%.
James L. Zak Profit Sharing Plan-8$2,100,834$89,910$11,239iApproximate average salary by contribution assumption: employee only about $280,969 at 4% or $187,313 at 6%; with 50% employer match about $187,313 at 4% or $124,875 at 6%; with 100% employer match about $140,484 at 4% or $93,656 at 6%.
201318$1,660,508$82,179$10,272iApproximate average salary by contribution assumption: employee only about $256,809 at 4% or $171,206 at 6%; with 50% employer match about $171,206 at 4% or $114,138 at 6%; with 100% employer match about $128,405 at 4% or $85,603 at 6%.
James L. Zak Profit Sharing Plan-8$1,660,508$82,179$10,272iApproximate average salary by contribution assumption: employee only about $256,809 at 4% or $171,206 at 6%; with 50% employer match about $171,206 at 4% or $114,138 at 6%; with 100% employer match about $128,405 at 4% or $85,603 at 6%.
201218$1,228,241$78,034$9,754iApproximate average salary by contribution assumption: employee only about $243,856 at 4% or $162,571 at 6%; with 50% employer match about $162,571 at 4% or $108,381 at 6%; with 100% employer match about $121,928 at 4% or $81,285 at 6%.
James L. Zak Profit Sharing Plan-8$1,228,241$78,034$9,754iApproximate average salary by contribution assumption: employee only about $243,856 at 4% or $162,571 at 6%; with 50% employer match about $162,571 at 4% or $108,381 at 6%; with 100% employer match about $121,928 at 4% or $81,285 at 6%.
201111$1,008,195$65,332$65,332iApproximate average salary by contribution assumption: employee only about $1,633,300 at 4% or $1,088,867 at 6%; with 50% employer match about $1,088,867 at 4% or $725,911 at 6%; with 100% employer match about $816,650 at 4% or $544,433 at 6%.
James L. Zak Profit Sharing Plan-1$1,008,195$65,332$65,332iApproximate average salary by contribution assumption: employee only about $1,633,300 at 4% or $1,088,867 at 6%; with 50% employer match about $1,088,867 at 4% or $725,911 at 6%; with 100% employer match about $816,650 at 4% or $544,433 at 6%.
201017$978,328$0-
James L. Zak Profit Sharing Plan-7$978,328$0-
200917$816,599$6,000$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%.
James L. Zak Profit Sharing Plan-7$816,599$6,000$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%.
200813$767,835$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
James L. Zak Profit Sharing Plan-3$767,835$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
200717$1,054,836$136,039$19,434iApproximate average salary by contribution assumption: employee only about $485,854 at 4% or $323,902 at 6%; with 50% employer match about $323,902 at 4% or $215,935 at 6%; with 100% employer match about $242,927 at 4% or $161,951 at 6%.
James L. Zak Profit Sharing Plan-7$1,054,836$136,039$19,434iApproximate average salary by contribution assumption: employee only about $485,854 at 4% or $323,902 at 6%; with 50% employer match about $323,902 at 4% or $215,935 at 6%; with 100% employer match about $242,927 at 4% or $161,951 at 6%.
200617$807,362$123,672$17,667iApproximate average salary by contribution assumption: employee only about $441,686 at 4% or $294,457 at 6%; with 50% employer match about $294,457 at 4% or $196,305 at 6%; with 100% employer match about $220,843 at 4% or $147,229 at 6%.
James L. Zak Profit Sharing Plan-7$807,362$123,672$17,667iApproximate average salary by contribution assumption: employee only about $441,686 at 4% or $294,457 at 6%; with 50% employer match about $294,457 at 4% or $196,305 at 6%; with 100% employer match about $220,843 at 4% or $147,229 at 6%.
200516$608,838$114,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
James L. Zak Profit Sharing Plan-6$608,838$114,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
200414$489,340$85,631$21,408iApproximate average salary by contribution assumption: employee only about $535,194 at 4% or $356,796 at 6%; with 50% employer match about $356,796 at 4% or $237,864 at 6%; with 100% employer match about $267,597 at 4% or $178,398 at 6%.
James L. Zak Profit Sharing Plan-4$489,340$85,631$21,408iApproximate average salary by contribution assumption: employee only about $535,194 at 4% or $356,796 at 6%; with 50% employer match about $356,796 at 4% or $237,864 at 6%; with 100% employer match about $267,597 at 4% or $178,398 at 6%.
200315$386,131$86,286$17,257iApproximate average salary by contribution assumption: employee only about $431,430 at 4% or $287,620 at 6%; with 50% employer match about $287,620 at 4% or $191,747 at 6%; with 100% employer match about $215,715 at 4% or $143,810 at 6%.
James L. Zak Profit Sharing Plan-5$386,131$86,286$17,257iApproximate average salary by contribution assumption: employee only about $431,430 at 4% or $287,620 at 6%; with 50% employer match about $287,620 at 4% or $191,747 at 6%; with 100% employer match about $215,715 at 4% or $143,810 at 6%.
200214$255,980$51,161$12,790iApproximate average salary by contribution assumption: employee only about $319,756 at 4% or $213,171 at 6%; with 50% employer match about $213,171 at 4% or $142,114 at 6%; with 100% employer match about $159,878 at 4% or $106,585 at 6%.
James L. Zak Profit Sharing Plan-4$255,980$51,161$12,790iApproximate average salary by contribution assumption: employee only about $319,756 at 4% or $213,171 at 6%; with 50% employer match about $213,171 at 4% or $142,114 at 6%; with 100% employer match about $159,878 at 4% or $106,585 at 6%.
200113$209,719$43,847$14,616iApproximate average salary by contribution assumption: employee only about $365,392 at 4% or $243,594 at 6%; with 50% employer match about $243,594 at 4% or $162,396 at 6%; with 100% employer match about $182,696 at 4% or $121,797 at 6%.
James L. Zak Profit Sharing Plan-3$209,719$43,847$14,616iApproximate average salary by contribution assumption: employee only about $365,392 at 4% or $243,594 at 6%; with 50% employer match about $243,594 at 4% or $162,396 at 6%; with 100% employer match about $182,696 at 4% or $121,797 at 6%.
200012$0$0-
James L. Zak Profit Sharing Plan-2---
199912$104,950$23,950$11,975iApproximate average salary by contribution assumption: employee only about $299,375 at 4% or $199,583 at 6%; with 50% employer match about $199,583 at 4% or $133,056 at 6%; with 100% employer match about $149,688 at 4% or $99,792 at 6%.
James L. Zak Profit Sharing Plan-2$104,950$23,950$11,975iApproximate average salary by contribution assumption: employee only about $299,375 at 4% or $199,583 at 6%; with 50% employer match about $199,583 at 4% or $133,056 at 6%; with 100% employer match about $149,688 at 4% or $99,792 at 6%.