Civic Intelligence

Mitch Zerg & Associates

Plan context: Mitch Zerg & Associates Profit Sharing Plan

EIN 95-4700922 • Westlake Village, CA • 46 filings • 6 plans

31501 Germaine LaneWestlake Village, CA 91361
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$2,952,180

2023 Contributions

$53,086

Historical Graphs

Total Assets Over Time

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

$3,431,532$1,715,766$0199920142023YearValue
$2,952,180Latest year 2023

Participants Over Time

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

630199920112023YearValue
5Latest year 2023

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
202315$2,952,180$53,086$10,617iApproximate average salary by contribution assumption: employee only about $265,430 at 4% or $176,953 at 6%; with 50% employer match about $176,953 at 4% or $117,969 at 6%; with 100% employer match about $132,715 at 4% or $88,477 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-5$2,952,180$53,086$10,617iApproximate average salary by contribution assumption: employee only about $265,430 at 4% or $176,953 at 6%; with 50% employer match about $176,953 at 4% or $117,969 at 6%; with 100% employer match about $132,715 at 4% or $88,477 at 6%.
202215$2,713,668$52,447$10,489iApproximate average salary by contribution assumption: employee only about $262,235 at 4% or $174,823 at 6%; with 50% employer match about $174,823 at 4% or $116,549 at 6%; with 100% employer match about $131,118 at 4% or $87,412 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-5$2,713,668$52,447$10,489iApproximate average salary by contribution assumption: employee only about $262,235 at 4% or $174,823 at 6%; with 50% employer match about $174,823 at 4% or $116,549 at 6%; with 100% employer match about $131,118 at 4% or $87,412 at 6%.
202115$2,546,661$48,879$9,776iApproximate average salary by contribution assumption: employee only about $244,395 at 4% or $162,930 at 6%; with 50% employer match about $162,930 at 4% or $108,620 at 6%; with 100% employer match about $122,197 at 4% or $81,465 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-5$2,546,661$48,879$9,776iApproximate average salary by contribution assumption: employee only about $244,395 at 4% or $162,930 at 6%; with 50% employer match about $162,930 at 4% or $108,620 at 6%; with 100% employer match about $122,197 at 4% or $81,465 at 6%.
202025$2,676,284$1,994,202$398,840iApproximate average salary by contribution assumption: employee only about $9,971,010 at 4% or $6,647,340 at 6%; with 50% employer match about $6,647,340 at 4% or $4,431,560 at 6%; with 100% employer match about $4,985,505 at 4% or $3,323,670 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-5$2,676,284$1,994,202$398,840iApproximate average salary by contribution assumption: employee only about $9,971,010 at 4% or $6,647,340 at 6%; with 50% employer match about $6,647,340 at 4% or $4,431,560 at 6%; with 100% employer match about $4,985,505 at 4% or $3,323,670 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-0$0$0-
201925$3,431,532$351,000$70,200iApproximate average salary by contribution assumption: employee only about $1,755,000 at 4% or $1,170,000 at 6%; with 50% employer match about $1,170,000 at 4% or $780,000 at 6%; with 100% employer match about $877,500 at 4% or $585,000 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-5$2,856,648$306,539$61,308iApproximate average salary by contribution assumption: employee only about $1,532,695 at 4% or $1,021,797 at 6%; with 50% employer match about $1,021,797 at 4% or $681,198 at 6%; with 100% employer match about $766,348 at 4% or $510,898 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-5$574,884$44,461$8,892iApproximate average salary by contribution assumption: employee only about $222,305 at 4% or $148,203 at 6%; with 50% employer match about $148,203 at 4% or $98,802 at 6%; with 100% employer match about $111,153 at 4% or $74,102 at 6%.
201825$2,996,170$380,600$76,120iApproximate average salary by contribution assumption: employee only about $1,903,000 at 4% or $1,268,667 at 6%; with 50% employer match about $1,268,667 at 4% or $845,778 at 6%; with 100% employer match about $951,500 at 4% or $634,333 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-5$2,468,364$337,978$67,596iApproximate average salary by contribution assumption: employee only about $1,689,890 at 4% or $1,126,593 at 6%; with 50% employer match about $1,126,593 at 4% or $751,062 at 6%; with 100% employer match about $844,945 at 4% or $563,297 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-5$527,806$42,622$8,524iApproximate average salary by contribution assumption: employee only about $213,110 at 4% or $142,073 at 6%; with 50% employer match about $142,073 at 4% or $94,716 at 6%; with 100% employer match about $106,555 at 4% or $71,037 at 6%.
201726$2,567,065$341,484$56,914iApproximate average salary by contribution assumption: employee only about $1,422,850 at 4% or $948,567 at 6%; with 50% employer match about $948,567 at 4% or $632,378 at 6%; with 100% employer match about $711,425 at 4% or $474,283 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-6$2,075,563$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-6$491,502$41,484$6,914iApproximate average salary by contribution assumption: employee only about $172,850 at 4% or $115,233 at 6%; with 50% employer match about $115,233 at 4% or $76,822 at 6%; with 100% employer match about $86,425 at 4% or $57,617 at 6%.
201626$2,115,810$383,708$63,951iApproximate average salary by contribution assumption: employee only about $1,598,783 at 4% or $1,065,856 at 6%; with 50% employer match about $1,065,856 at 4% or $710,570 at 6%; with 100% employer match about $799,392 at 4% or $532,928 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-5$1,669,535$345,399$69,080iApproximate average salary by contribution assumption: employee only about $1,726,995 at 4% or $1,151,330 at 6%; with 50% employer match about $1,151,330 at 4% or $767,553 at 6%; with 100% employer match about $863,498 at 4% or $575,665 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-6$446,275$38,309$6,385iApproximate average salary by contribution assumption: employee only about $159,621 at 4% or $106,414 at 6%; with 50% employer match about $106,414 at 4% or $70,943 at 6%; with 100% employer match about $79,810 at 4% or $53,207 at 6%.
201526$1,694,745$392,604$65,434iApproximate average salary by contribution assumption: employee only about $1,635,850 at 4% or $1,090,567 at 6%; with 50% employer match about $1,090,567 at 4% or $727,044 at 6%; with 100% employer match about $817,925 at 4% or $545,283 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-6$1,272,334$353,028$58,838iApproximate average salary by contribution assumption: employee only about $1,470,950 at 4% or $980,633 at 6%; with 50% employer match about $980,633 at 4% or $653,756 at 6%; with 100% employer match about $735,475 at 4% or $490,317 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-6$422,411$39,576$6,596iApproximate average salary by contribution assumption: employee only about $164,900 at 4% or $109,933 at 6%; with 50% employer match about $109,933 at 4% or $73,289 at 6%; with 100% employer match about $82,450 at 4% or $54,967 at 6%.
201425$1,315,314$311,774$62,355iApproximate average salary by contribution assumption: employee only about $1,558,870 at 4% or $1,039,247 at 6%; with 50% employer match about $1,039,247 at 4% or $692,831 at 6%; with 100% employer match about $779,435 at 4% or $519,623 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-4$911,301$276,181$69,045iApproximate average salary by contribution assumption: employee only about $1,726,131 at 4% or $1,150,754 at 6%; with 50% employer match about $1,150,754 at 4% or $767,169 at 6%; with 100% employer match about $863,066 at 4% or $575,377 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-5$404,013$35,593$7,119iApproximate average salary by contribution assumption: employee only about $177,965 at 4% or $118,643 at 6%; with 50% employer match about $118,643 at 4% or $79,096 at 6%; with 100% employer match about $88,983 at 4% or $59,322 at 6%.
201325$1,007,474$258,052$51,610iApproximate average salary by contribution assumption: employee only about $1,290,260 at 4% or $860,173 at 6%; with 50% employer match about $860,173 at 4% or $573,449 at 6%; with 100% employer match about $645,130 at 4% or $430,087 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-3$629,421$223,827$74,609iApproximate average salary by contribution assumption: employee only about $1,865,225 at 4% or $1,243,483 at 6%; with 50% employer match about $1,243,483 at 4% or $828,989 at 6%; with 100% employer match about $932,613 at 4% or $621,742 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-5$378,053$34,225$6,845iApproximate average salary by contribution assumption: employee only about $171,125 at 4% or $114,083 at 6%; with 50% employer match about $114,083 at 4% or $76,056 at 6%; with 100% employer match about $85,563 at 4% or $57,042 at 6%.
201224$717,740$226,054$56,514iApproximate average salary by contribution assumption: employee only about $1,412,838 at 4% or $941,892 at 6%; with 50% employer match about $941,892 at 4% or $627,928 at 6%; with 100% employer match about $706,419 at 4% or $470,946 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-3$392,875$192,773$64,258iApproximate average salary by contribution assumption: employee only about $1,606,442 at 4% or $1,070,961 at 6%; with 50% employer match about $1,070,961 at 4% or $713,974 at 6%; with 100% employer match about $803,221 at 4% or $535,481 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-4$324,865$33,281$8,320iApproximate average salary by contribution assumption: employee only about $208,006 at 4% or $138,671 at 6%; with 50% employer match about $138,671 at 4% or $92,447 at 6%; with 100% employer match about $104,003 at 4% or $69,335 at 6%.
201124$483,257$233,972$58,493iApproximate average salary by contribution assumption: employee only about $1,462,325 at 4% or $974,883 at 6%; with 50% employer match about $974,883 at 4% or $649,922 at 6%; with 100% employer match about $731,163 at 4% or $487,442 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-4$281,771$32,486$8,122iApproximate average salary by contribution assumption: employee only about $203,038 at 4% or $135,358 at 6%; with 50% employer match about $135,358 at 4% or $90,239 at 6%; with 100% employer match about $101,519 at 4% or $67,679 at 6%.
MITCH ZERG & ASSOCIATES DEFINED BENEFIT PLAN-3$201,486$201,486$67,162iApproximate average salary by contribution assumption: employee only about $1,679,050 at 4% or $1,119,367 at 6%; with 50% employer match about $1,119,367 at 4% or $746,244 at 6%; with 100% employer match about $839,525 at 4% or $559,683 at 6%.
201014$246,694$59,568$14,892iApproximate average salary by contribution assumption: employee only about $372,300 at 4% or $248,200 at 6%; with 50% employer match about $248,200 at 4% or $165,467 at 6%; with 100% employer match about $186,150 at 4% or $124,100 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-4$246,694$59,568$14,892iApproximate average salary by contribution assumption: employee only about $372,300 at 4% or $248,200 at 6%; with 50% employer match about $248,200 at 4% or $165,467 at 6%; with 100% employer match about $186,150 at 4% or $124,100 at 6%.
200924$153,726$59,568$14,892iApproximate average salary by contribution assumption: employee only about $372,300 at 4% or $248,200 at 6%; with 50% employer match about $248,200 at 4% or $165,467 at 6%; with 100% employer match about $186,150 at 4% or $124,100 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-4$153,726$59,568$14,892iApproximate average salary by contribution assumption: employee only about $372,300 at 4% or $248,200 at 6%; with 50% employer match about $248,200 at 4% or $165,467 at 6%; with 100% employer match about $186,150 at 4% or $124,100 at 6%.
Mitch Zerg & Associates Defined Benefit Pension Plan-0$0$0-
200826$0$0-
Mitch Zerg & Associates Profit Sharing Plan-3---
Mitch Zerg & Associates Defined Benefit Pension Plan-6---
200725$0$0-
Mitch Zerg & Associates Profit Sharing Plan-5---
Mitch Zerg & Associates Defined Benefit Pension Plan-5---
200624$0$0-
Mitch Zerg & Associates Profit Sharing Plan-4---
Mitch Zerg & Associates Defined Benefit Pension Plan-4---
200523$21,302$0-
Mitch Zerg & Associates Profit Sharing Plan-3$21,302--
Mitch Zerg & Associates Defined Benefit Pension Plan-3---
200423$648,818$191,000$63,667iApproximate average salary by contribution assumption: employee only about $1,591,667 at 4% or $1,061,111 at 6%; with 50% employer match about $1,061,111 at 4% or $707,407 at 6%; with 100% employer match about $795,833 at 4% or $530,556 at 6%.
Mitch Zerg & Associates Defined Benefit Pension Plan-3$627,969$191,000$63,667iApproximate average salary by contribution assumption: employee only about $1,591,667 at 4% or $1,061,111 at 6%; with 50% employer match about $1,061,111 at 4% or $707,407 at 6%; with 100% employer match about $795,833 at 4% or $530,556 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-3$20,849--
200323$20,437$0-
Mitch Zerg & Associates Profit Sharing Plan-3$20,437--
Mitch Zerg & Associates Defined Benefit Pension Plan-3---
200223$0$0-
Mitch Zerg & Associates Profit Sharing Plan-3---
Mitch Zerg & Associates Defined Benefit Pension Plan-3---
200123$0$0-
Mitch Zerg & Associates Profit Sharing Plan-3---
Mitch Zerg & Associates Defined Benefit Pension Plan-3---
200024$0$0-
Mitch Zerg & Associates Profit Sharing Plan-3---
Mitch Zerg & Associates Defined Benefit Pension Plan-4---
199924$118,150$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Mitch Zerg & Associates Defined Benefit Pension Plan-4$85,000$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Mitch Zerg & Associates Profit Sharing Plan-4$33,150--