Civic Intelligence

Alan M. Zusman Accountancy Corp

Plan context: ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST

EIN 95-4517416 • 13 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$674,258

2008 Contributions

$176,678

Historical Graphs

Total Assets Over Time

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

$1,106,825$553,413$0199920022005YearValue
$674,258Latest year 2005

Participants Over Time

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

950199920032007YearValue
6Latest year 2007

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
200810$0$0-
ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST-0---
200716$0$0-
ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST-6---
200618$0$0-
ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST-8---
200518$674,258$176,678$22,085iApproximate average salary by contribution assumption: employee only about $552,119 at 4% or $368,079 at 6%; with 50% employer match about $368,079 at 4% or $245,386 at 6%; with 100% employer match about $276,059 at 4% or $184,040 at 6%.
ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST-8$674,258$176,678$22,085iApproximate average salary by contribution assumption: employee only about $552,119 at 4% or $368,079 at 6%; with 50% employer match about $368,079 at 4% or $245,386 at 6%; with 100% employer match about $276,059 at 4% or $184,040 at 6%.
200417$456,841$205,800$29,400iApproximate average salary by contribution assumption: employee only about $735,000 at 4% or $490,000 at 6%; with 50% employer match about $490,000 at 4% or $326,667 at 6%; with 100% employer match about $367,500 at 4% or $245,000 at 6%.
ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST-7$456,841$205,800$29,400iApproximate average salary by contribution assumption: employee only about $735,000 at 4% or $490,000 at 6%; with 50% employer match about $490,000 at 4% or $326,667 at 6%; with 100% employer match about $367,500 at 4% or $245,000 at 6%.
200328$1,104,551$100,266$12,533iApproximate average salary by contribution assumption: employee only about $313,331 at 4% or $208,888 at 6%; with 50% employer match about $208,888 at 4% or $139,258 at 6%; with 100% employer match about $156,666 at 4% or $104,444 at 6%.
Employees 401K & Health/Dis Plan of Alan M. Zusman-6$906,074$27,282$4,547iApproximate average salary by contribution assumption: employee only about $113,675 at 4% or $75,783 at 6%; with 50% employer match about $75,783 at 4% or $50,522 at 6%; with 100% employer match about $56,838 at 4% or $37,892 at 6%.
ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST-8$198,477$72,984$9,123iApproximate average salary by contribution assumption: employee only about $228,075 at 4% or $152,050 at 6%; with 50% employer match about $152,050 at 4% or $101,367 at 6%; with 100% employer match about $114,038 at 4% or $76,025 at 6%.
200227$888,563$153,642$21,949iApproximate average salary by contribution assumption: employee only about $548,721 at 4% or $365,814 at 6%; with 50% employer match about $365,814 at 4% or $243,876 at 6%; with 100% employer match about $274,361 at 4% or $182,907 at 6%.
Employees 401K & Health/Dis Plan of Alan M. Zusman-7$748,967$93,892$13,413iApproximate average salary by contribution assumption: employee only about $335,329 at 4% or $223,552 at 6%; with 50% employer match about $223,552 at 4% or $149,035 at 6%; with 100% employer match about $167,664 at 4% or $111,776 at 6%.
ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST-7$139,596$59,750$8,536iApproximate average salary by contribution assumption: employee only about $213,393 at 4% or $142,262 at 6%; with 50% employer match about $142,262 at 4% or $94,841 at 6%; with 100% employer match about $106,696 at 4% or $71,131 at 6%.
200129$75,000$67,756$7,528iApproximate average salary by contribution assumption: employee only about $188,211 at 4% or $125,474 at 6%; with 50% employer match about $125,474 at 4% or $83,649 at 6%; with 100% employer match about $94,106 at 4% or $62,737 at 6%.
ALAN M. ZUSMAN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN AND TRUST-9$75,000$67,756$7,528iApproximate average salary by contribution assumption: employee only about $188,211 at 4% or $125,474 at 6%; with 50% employer match about $125,474 at 4% or $83,649 at 6%; with 100% employer match about $94,106 at 4% or $62,737 at 6%.
Employees 401K & Health/Dis Plan of Alan M. Zusman-7---
200015$877,047$51,986$10,397iApproximate average salary by contribution assumption: employee only about $259,930 at 4% or $173,287 at 6%; with 50% employer match about $173,287 at 4% or $115,524 at 6%; with 100% employer match about $129,965 at 4% or $86,643 at 6%.
Employees 401K & Health/Dis Plan of Alan M. Zusman-5$877,047$51,986$10,397iApproximate average salary by contribution assumption: employee only about $259,930 at 4% or $173,287 at 6%; with 50% employer match about $173,287 at 4% or $115,524 at 6%; with 100% employer match about $129,965 at 4% or $86,643 at 6%.
199916$1,106,825$52,685$8,781iApproximate average salary by contribution assumption: employee only about $219,521 at 4% or $146,347 at 6%; with 50% employer match about $146,347 at 4% or $97,565 at 6%; with 100% employer match about $109,760 at 4% or $73,174 at 6%.
Employees 401K & Health/Dis Plan of Alan M. Zusman-6$1,106,825$52,685$8,781iApproximate average salary by contribution assumption: employee only about $219,521 at 4% or $146,347 at 6%; with 50% employer match about $146,347 at 4% or $97,565 at 6%; with 100% employer match about $109,760 at 4% or $73,174 at 6%.