Zone & Peltier LLP
Plan context: ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN
EIN 95-4607137 • Irvine, CA • 30 filings • 6 plans
Current Snapshot
Latest Year
2012
2012 Participants
4
2012 Assets
$4,351,768
2012 Contributions
$7,626
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 |
|---|---|---|---|---|---|
| 2012 | 2 | 0 | $0 | $0 | - |
| ZONE & PELTIER, LLP CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2011 | 2 | 4 | $4,351,768 | $7,626 | $1,907iApproximate average salary by contribution assumption: employee only about $47,663 at 4% or $31,775 at 6%; with 50% employer match about $31,775 at 4% or $21,183 at 6%; with 100% employer match about $23,831 at 4% or $15,888 at 6%. |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 4 | $2,555,760 | $0 | - |
| ZONE & PELTIER, LLP CASH BALANCE PENSION PLAN | - | 4 | $1,796,008 | $7,626 | $1,907iApproximate average salary by contribution assumption: employee only about $47,663 at 4% or $31,775 at 6%; with 50% employer match about $31,775 at 4% or $21,183 at 6%; with 100% employer match about $23,831 at 4% or $15,888 at 6%. |
| 2010 | 2 | 4 | $4,155,487 | $424,573 | $106,143iApproximate average salary by contribution assumption: employee only about $2,653,581 at 4% or $1,769,054 at 6%; with 50% employer match about $1,769,054 at 4% or $1,179,369 at 6%; with 100% employer match about $1,326,791 at 4% or $884,527 at 6%. |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 4 | $2,454,049 | $5,573 | $1,393iApproximate average salary by contribution assumption: employee only about $34,831 at 4% or $23,221 at 6%; with 50% employer match about $23,221 at 4% or $15,481 at 6%; with 100% employer match about $17,416 at 4% or $11,610 at 6%. |
| ZONE & PELTIER, LLP CASH BALANCE PENSION PLAN | - | 4 | $1,701,438 | $419,000 | $104,750iApproximate average salary by contribution assumption: employee only about $2,618,750 at 4% or $1,745,833 at 6%; with 50% employer match about $1,745,833 at 4% or $1,163,889 at 6%; with 100% employer match about $1,309,375 at 4% or $872,917 at 6%. |
| 2009 | 2 | 4 | $3,390,468 | $142,000 | $35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%. |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 4 | $2,220,193 | $7,000 | $1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%. |
| ZONE & PELTIER, LLP CASH BALANCE PENSION PLAN | - | 4 | $1,170,275 | $135,000 | $33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%. |
| 2008 | 2 | 4 | $2,922,123 | $361,670 | $90,418iApproximate average salary by contribution assumption: employee only about $2,260,438 at 4% or $1,506,958 at 6%; with 50% employer match about $1,506,958 at 4% or $1,004,639 at 6%; with 100% employer match about $1,130,219 at 4% or $753,479 at 6%. |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 4 | $1,978,465 | - | - |
| ZONE & PELTIER, LLP CASH BALANCE PENSION PLAN | - | 4 | $943,658 | $361,670 | $90,418iApproximate average salary by contribution assumption: employee only about $2,260,438 at 4% or $1,506,958 at 6%; with 50% employer match about $1,506,958 at 4% or $1,004,639 at 6%; with 100% employer match about $1,130,219 at 4% or $753,479 at 6%. |
| 2007 | 2 | 4 | $2,289,478 | $0 | - |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 4 | $2,289,478 | - | - |
| ZONE & PELTIER, LLP CASH BALANCE PENSION PLAN | - | 4 | - | - | - |
| 2006 | 2 | 4 | $2,469,123 | $318,362 | $79,591iApproximate average salary by contribution assumption: employee only about $1,989,763 at 4% or $1,326,508 at 6%; with 50% employer match about $1,326,508 at 4% or $884,339 at 6%; with 100% employer match about $994,881 at 4% or $663,254 at 6%. |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 3 | $2,156,063 | $5,302 | $1,767iApproximate average salary by contribution assumption: employee only about $44,183 at 4% or $29,456 at 6%; with 50% employer match about $29,456 at 4% or $19,637 at 6%; with 100% employer match about $22,092 at 4% or $14,728 at 6%. |
| ZONE & PELTIER, LLP CASH BALANCE PENSION PLAN | - | 4 | $313,060 | $313,060 | $78,265iApproximate average salary by contribution assumption: employee only about $1,956,625 at 4% or $1,304,417 at 6%; with 50% employer match about $1,304,417 at 4% or $869,611 at 6%; with 100% employer match about $978,313 at 4% or $652,208 at 6%. |
| 2005 | 1 | 3 | $2,057,899 | $125,947 | $41,982iApproximate average salary by contribution assumption: employee only about $1,049,558 at 4% or $699,706 at 6%; with 50% employer match about $699,706 at 4% or $466,470 at 6%; with 100% employer match about $524,779 at 4% or $349,853 at 6%. |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 3 | $2,057,899 | $125,947 | $41,982iApproximate average salary by contribution assumption: employee only about $1,049,558 at 4% or $699,706 at 6%; with 50% employer match about $699,706 at 4% or $466,470 at 6%; with 100% employer match about $524,779 at 4% or $349,853 at 6%. |
| 2004 | 2 | 6 | $1,846,277 | $98,139 | $16,357iApproximate average salary by contribution assumption: employee only about $408,913 at 4% or $272,608 at 6%; with 50% employer match about $272,608 at 4% or $181,739 at 6%; with 100% employer match about $204,456 at 4% or $136,304 at 6%. |
| ZONE & PELTIER, LLP 401K PROFIT SHARING PLAN | - | 6 | $1,846,277 | $98,139 | $16,357iApproximate average salary by contribution assumption: employee only about $408,913 at 4% or $272,608 at 6%; with 50% employer match about $272,608 at 4% or $181,739 at 6%; with 100% employer match about $204,456 at 4% or $136,304 at 6%. |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 0 | - | - | - |
| 2003 | 2 | 6 | $1,634,048 | $327,531 | $54,589iApproximate average salary by contribution assumption: employee only about $1,364,713 at 4% or $909,808 at 6%; with 50% employer match about $909,808 at 4% or $606,539 at 6%; with 100% employer match about $682,356 at 4% or $454,904 at 6%. |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 6 | $1,634,048 | $327,531 | $54,589iApproximate average salary by contribution assumption: employee only about $1,364,713 at 4% or $909,808 at 6%; with 50% employer match about $909,808 at 4% or $606,539 at 6%; with 100% employer match about $682,356 at 4% or $454,904 at 6%. |
| Zone & Peltier LLP Tier-Allocated Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 2 | 6 | $1,293,528 | $218,994 | $36,499iApproximate average salary by contribution assumption: employee only about $912,475 at 4% or $608,317 at 6%; with 50% employer match about $608,317 at 4% or $405,544 at 6%; with 100% employer match about $456,238 at 4% or $304,158 at 6%. |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 6 | $880,526 | $218,994 | $36,499iApproximate average salary by contribution assumption: employee only about $912,475 at 4% or $608,317 at 6%; with 50% employer match about $608,317 at 4% or $405,544 at 6%; with 100% employer match about $456,238 at 4% or $304,158 at 6%. |
| Zone & Peltier LLP Tier-Allocated Profit Sharing Plan | - | 3 | $413,002 | - | - |
| 2001 | 3 | 7 | $0 | $0 | - |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 0 | - | - | - |
| Zone & Peltier LLP Tier-Allocated Profit Sharing Plan | - | 4 | - | - | - |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 7 | - | - | - |
| 2000 | 3 | 3 | $440,512 | $173,790 | $57,930iApproximate average salary by contribution assumption: employee only about $1,448,250 at 4% or $965,500 at 6%; with 50% employer match about $965,500 at 4% or $643,667 at 6%; with 100% employer match about $724,125 at 4% or $482,750 at 6%. |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 3 | $351,117 | $173,790 | $57,930iApproximate average salary by contribution assumption: employee only about $1,448,250 at 4% or $965,500 at 6%; with 50% employer match about $965,500 at 4% or $643,667 at 6%; with 100% employer match about $724,125 at 4% or $482,750 at 6%. |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 2 | $89,395 | - | - |
| Zone & Peltier LLP Tier-Allocated Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 3 | 5 | $637,887 | $170,180 | $34,036iApproximate average salary by contribution assumption: employee only about $850,900 at 4% or $567,267 at 6%; with 50% employer match about $567,267 at 4% or $378,178 at 6%; with 100% employer match about $425,450 at 4% or $283,633 at 6%. |
| Zone & Peltier LLP Tier-Allocated Profit Sharing Plan | - | 4 | $372,304 | - | - |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 5 | $170,180 | $170,180 | $34,036iApproximate average salary by contribution assumption: employee only about $850,900 at 4% or $567,267 at 6%; with 50% employer match about $567,267 at 4% or $378,178 at 6%; with 100% employer match about $425,450 at 4% or $283,633 at 6%. |
| Zone & Peltier LLP Money Purchase Pension Plan | - | 4 | $95,403 | - | - |