Civic Intelligence

Zoc Financial Inc.

Plan context: Zoc Financial Inc. Defined Benefit Pension Plan

EIN 95-4719428 • Long Beach, CA • 40 filings • 12 plans

11 Golden Shore, Suite 360Long Beach, CA 90802
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$2,300,000

2019 Contributions

$130,000

Historical Graphs

Total Assets Over Time

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

$7,814,000$3,907,000$0199920142019YearValue
$2,300,000Latest year 2019

Participants Over Time

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

420199920102019YearValue
2Latest year 2019

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
201912$2,300,000$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,300,000--
201822$2,150,500$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,150,500$0-
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN II-0$0--
201732$6,037,240$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,173,500$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,070,000$0-
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN II-2$1,793,740$0-
201642$7,814,000$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,070,000$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,070,000$0-
ZOC FINANCIAL, INC. PENSION PLAN II-2$1,837,000$0-
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN II-2$1,837,000$0-
201522$3,900,209$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,063,864--
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN II-2$1,836,345--
201422$3,749,911$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,001,011$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN II-2$1,748,900$0-
201322$4,176,740$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,351,283$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN II-2$1,825,457$0-
201222$3,895,567$240,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
Zoc Financial Inc. Defined Benefit Pension Plan-2$2,116,618$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%.
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN-2$1,778,949$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%.
201122$3,251,643$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$1,639,701$0-
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN-2$1,611,942$0-
201022$2,757,625$0-
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN-2$1,450,000$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$1,307,625$0-
200932$2,826,704$0-
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN-2$1,492,929$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2$1,333,775$0-
ZOC FINANCIAL, INC. DEFINED BENEFIT PEN PLN II-----
200722$0$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2---
ZOC FINANCIAL, INC. DEFINED BENEFIT PEN PLN II-2---
200622$0$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2---
ZOC FINANCIAL, INC. DEFINED BENEFIT PEN PLN II-2---
200532$0$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2---
ZOC FINANCIAL, INC. DEFINED BENEFIT PEN PLN II-2---
ZOC FINANCIAL, INC. DEFINED BENEFIT PEN PLN 11-2---
200442$0$0-
Zoc Financial Inc. Defined Benefit Pension Plan-2---
ZOC FINANCIAL, INC. MONEY PURCHASE PENSION PLAN II-2---
Zoc Financial Inc. Defined Benefit Pension Plan-2---
ZOC FINANCIAL, INC. DEFINED BENEFIT PENSION PLN II-2---
200314$0$0-
Zoc Financial Inc. Defined Benefit Pension Plan-4---
200214$0$0-
Zoc Financial Inc. Defined Benefit Pension Plan-4---
200113$0$0-
Zoc Financial Inc. Defined Benefit Pension Plan-3---
199913$351,335$177,571$59,190iApproximate average salary by contribution assumption: employee only about $1,479,758 at 4% or $986,506 at 6%; with 50% employer match about $986,506 at 4% or $657,670 at 6%; with 100% employer match about $739,879 at 4% or $493,253 at 6%.
Zoc Financial Inc. Defined Benefit Pension Plan-3$351,335$177,571$59,190iApproximate average salary by contribution assumption: employee only about $1,479,758 at 4% or $986,506 at 6%; with 50% employer match about $986,506 at 4% or $657,670 at 6%; with 100% employer match about $739,879 at 4% or $493,253 at 6%.