Zeta Tau Alpha Fraternity
Plan context: Zeta Tau Alpha 401(K) Plan
EIN 36-1996950 • Carmel, IN • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
50
2024 Assets
$3,244,849
2024 Contributions
$311,674
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 50 | $3,244,849 | $311,674 | $6,233iApproximate average salary by contribution assumption: employee only about $155,837 at 4% or $103,891 at 6%; with 50% employer match about $103,891 at 4% or $69,261 at 6%; with 100% employer match about $77,919 at 4% or $51,946 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 50 | $3,244,849 | $311,674 | $6,233iApproximate average salary by contribution assumption: employee only about $155,837 at 4% or $103,891 at 6%; with 50% employer match about $103,891 at 4% or $69,261 at 6%; with 100% employer match about $77,919 at 4% or $51,946 at 6%. |
| 2023 | 1 | 50 | $2,568,333 | $280,028 | $5,601iApproximate average salary by contribution assumption: employee only about $140,014 at 4% or $93,343 at 6%; with 50% employer match about $93,343 at 4% or $62,228 at 6%; with 100% employer match about $70,007 at 4% or $46,671 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 50 | $2,568,333 | $280,028 | $5,601iApproximate average salary by contribution assumption: employee only about $140,014 at 4% or $93,343 at 6%; with 50% employer match about $93,343 at 4% or $62,228 at 6%; with 100% employer match about $70,007 at 4% or $46,671 at 6%. |
| 2022 | 1 | 52 | $1,945,513 | $277,568 | $5,338iApproximate average salary by contribution assumption: employee only about $133,446 at 4% or $88,964 at 6%; with 50% employer match about $88,964 at 4% or $59,309 at 6%; with 100% employer match about $66,723 at 4% or $44,482 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 52 | $1,945,513 | $277,568 | $5,338iApproximate average salary by contribution assumption: employee only about $133,446 at 4% or $88,964 at 6%; with 50% employer match about $88,964 at 4% or $59,309 at 6%; with 100% employer match about $66,723 at 4% or $44,482 at 6%. |
| 2021 | 1 | 63 | $2,102,237 | $261,262 | $4,147iApproximate average salary by contribution assumption: employee only about $103,675 at 4% or $69,117 at 6%; with 50% employer match about $69,117 at 4% or $46,078 at 6%; with 100% employer match about $51,838 at 4% or $34,558 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 63 | $2,102,237 | $261,262 | $4,147iApproximate average salary by contribution assumption: employee only about $103,675 at 4% or $69,117 at 6%; with 50% employer match about $69,117 at 4% or $46,078 at 6%; with 100% employer match about $51,838 at 4% or $34,558 at 6%. |
| 2020 | 1 | 64 | $1,745,189 | $261,216 | $4,082iApproximate average salary by contribution assumption: employee only about $102,038 at 4% or $68,025 at 6%; with 50% employer match about $68,025 at 4% or $45,350 at 6%; with 100% employer match about $51,019 at 4% or $34,013 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 64 | $1,745,189 | $261,216 | $4,082iApproximate average salary by contribution assumption: employee only about $102,038 at 4% or $68,025 at 6%; with 50% employer match about $68,025 at 4% or $45,350 at 6%; with 100% employer match about $51,019 at 4% or $34,013 at 6%. |
| 2019 | 1 | 58 | $1,249,292 | $170,044 | $2,932iApproximate average salary by contribution assumption: employee only about $73,295 at 4% or $48,863 at 6%; with 50% employer match about $48,863 at 4% or $32,575 at 6%; with 100% employer match about $36,647 at 4% or $24,432 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 58 | $1,249,292 | $170,044 | $2,932iApproximate average salary by contribution assumption: employee only about $73,295 at 4% or $48,863 at 6%; with 50% employer match about $48,863 at 4% or $32,575 at 6%; with 100% employer match about $36,647 at 4% or $24,432 at 6%. |
| 2018 | 1 | 55 | $918,612 | $158,079 | $2,874iApproximate average salary by contribution assumption: employee only about $71,854 at 4% or $47,903 at 6%; with 50% employer match about $47,903 at 4% or $31,935 at 6%; with 100% employer match about $35,927 at 4% or $23,951 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 55 | $918,612 | $158,079 | $2,874iApproximate average salary by contribution assumption: employee only about $71,854 at 4% or $47,903 at 6%; with 50% employer match about $47,903 at 4% or $31,935 at 6%; with 100% employer match about $35,927 at 4% or $23,951 at 6%. |
| 2017 | 1 | 43 | $853,839 | $118,563 | $2,757iApproximate average salary by contribution assumption: employee only about $68,932 at 4% or $45,955 at 6%; with 50% employer match about $45,955 at 4% or $30,636 at 6%; with 100% employer match about $34,466 at 4% or $22,977 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 43 | $853,839 | $118,563 | $2,757iApproximate average salary by contribution assumption: employee only about $68,932 at 4% or $45,955 at 6%; with 50% employer match about $45,955 at 4% or $30,636 at 6%; with 100% employer match about $34,466 at 4% or $22,977 at 6%. |
| 2016 | 1 | 42 | $683,936 | $106,590 | $2,538iApproximate average salary by contribution assumption: employee only about $63,446 at 4% or $42,298 at 6%; with 50% employer match about $42,298 at 4% or $28,198 at 6%; with 100% employer match about $31,723 at 4% or $21,149 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 42 | $683,936 | $106,590 | $2,538iApproximate average salary by contribution assumption: employee only about $63,446 at 4% or $42,298 at 6%; with 50% employer match about $42,298 at 4% or $28,198 at 6%; with 100% employer match about $31,723 at 4% or $21,149 at 6%. |
| 2015 | 1 | 37 | $552,183 | $73,534 | $1,987iApproximate average salary by contribution assumption: employee only about $49,685 at 4% or $33,123 at 6%; with 50% employer match about $33,123 at 4% or $22,082 at 6%; with 100% employer match about $24,843 at 4% or $16,562 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 37 | $552,183 | $73,534 | $1,987iApproximate average salary by contribution assumption: employee only about $49,685 at 4% or $33,123 at 6%; with 50% employer match about $33,123 at 4% or $22,082 at 6%; with 100% employer match about $24,843 at 4% or $16,562 at 6%. |
| 2014 | 1 | 33 | $489,259 | $87,207 | $2,643iApproximate average salary by contribution assumption: employee only about $66,066 at 4% or $44,044 at 6%; with 50% employer match about $44,044 at 4% or $29,363 at 6%; with 100% employer match about $33,033 at 4% or $22,022 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 33 | $489,259 | $87,207 | $2,643iApproximate average salary by contribution assumption: employee only about $66,066 at 4% or $44,044 at 6%; with 50% employer match about $44,044 at 4% or $29,363 at 6%; with 100% employer match about $33,033 at 4% or $22,022 at 6%. |
| 2013 | 1 | 33 | $617,570 | $81,520 | $2,470iApproximate average salary by contribution assumption: employee only about $61,758 at 4% or $41,172 at 6%; with 50% employer match about $41,172 at 4% or $27,448 at 6%; with 100% employer match about $30,879 at 4% or $20,586 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 33 | $617,570 | $81,520 | $2,470iApproximate average salary by contribution assumption: employee only about $61,758 at 4% or $41,172 at 6%; with 50% employer match about $41,172 at 4% or $27,448 at 6%; with 100% employer match about $30,879 at 4% or $20,586 at 6%. |
| 2012 | 1 | 33 | $447,069 | $69,009 | $2,091iApproximate average salary by contribution assumption: employee only about $52,280 at 4% or $34,853 at 6%; with 50% employer match about $34,853 at 4% or $23,235 at 6%; with 100% employer match about $26,140 at 4% or $17,427 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 33 | $447,069 | $69,009 | $2,091iApproximate average salary by contribution assumption: employee only about $52,280 at 4% or $34,853 at 6%; with 50% employer match about $34,853 at 4% or $23,235 at 6%; with 100% employer match about $26,140 at 4% or $17,427 at 6%. |
| 2011 | 1 | 32 | $335,376 | $64,770 | $2,024iApproximate average salary by contribution assumption: employee only about $50,602 at 4% or $33,734 at 6%; with 50% employer match about $33,734 at 4% or $22,490 at 6%; with 100% employer match about $25,301 at 4% or $16,867 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 32 | $335,376 | $64,770 | $2,024iApproximate average salary by contribution assumption: employee only about $50,602 at 4% or $33,734 at 6%; with 50% employer match about $33,734 at 4% or $22,490 at 6%; with 100% employer match about $25,301 at 4% or $16,867 at 6%. |
| 2010 | 1 | 32 | $290,320 | $60,995 | $1,906iApproximate average salary by contribution assumption: employee only about $47,652 at 4% or $31,768 at 6%; with 50% employer match about $31,768 at 4% or $21,179 at 6%; with 100% employer match about $23,826 at 4% or $15,884 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 32 | $290,320 | $60,995 | $1,906iApproximate average salary by contribution assumption: employee only about $47,652 at 4% or $31,768 at 6%; with 50% employer match about $31,768 at 4% or $21,179 at 6%; with 100% employer match about $23,826 at 4% or $15,884 at 6%. |
| 2009 | 1 | 32 | $207,967 | $57,588 | $1,800iApproximate average salary by contribution assumption: employee only about $44,991 at 4% or $29,994 at 6%; with 50% employer match about $29,994 at 4% or $19,996 at 6%; with 100% employer match about $22,495 at 4% or $14,997 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 32 | $207,967 | $57,588 | $1,800iApproximate average salary by contribution assumption: employee only about $44,991 at 4% or $29,994 at 6%; with 50% employer match about $29,994 at 4% or $19,996 at 6%; with 100% employer match about $22,495 at 4% or $14,997 at 6%. |
| 2008 | 1 | 18 | $136,403 | $39,463 | $2,192iApproximate average salary by contribution assumption: employee only about $54,810 at 4% or $36,540 at 6%; with 50% employer match about $36,540 at 4% or $24,360 at 6%; with 100% employer match about $27,405 at 4% or $18,270 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 18 | $136,403 | $39,463 | $2,192iApproximate average salary by contribution assumption: employee only about $54,810 at 4% or $36,540 at 6%; with 50% employer match about $36,540 at 4% or $24,360 at 6%; with 100% employer match about $27,405 at 4% or $18,270 at 6%. |
| 2007 | 1 | 14 | $211,539 | $47,864 | $3,419iApproximate average salary by contribution assumption: employee only about $85,471 at 4% or $56,981 at 6%; with 50% employer match about $56,981 at 4% or $37,987 at 6%; with 100% employer match about $42,736 at 4% or $28,490 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 14 | $211,539 | $47,864 | $3,419iApproximate average salary by contribution assumption: employee only about $85,471 at 4% or $56,981 at 6%; with 50% employer match about $56,981 at 4% or $37,987 at 6%; with 100% employer match about $42,736 at 4% or $28,490 at 6%. |
| 2006 | 1 | 18 | $201,693 | $52,025 | $2,890iApproximate average salary by contribution assumption: employee only about $72,257 at 4% or $48,171 at 6%; with 50% employer match about $48,171 at 4% or $32,114 at 6%; with 100% employer match about $36,128 at 4% or $24,086 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 18 | $201,693 | $52,025 | $2,890iApproximate average salary by contribution assumption: employee only about $72,257 at 4% or $48,171 at 6%; with 50% employer match about $48,171 at 4% or $32,114 at 6%; with 100% employer match about $36,128 at 4% or $24,086 at 6%. |
| 2005 | 1 | 15 | $158,571 | $56,818 | $3,788iApproximate average salary by contribution assumption: employee only about $94,697 at 4% or $63,131 at 6%; with 50% employer match about $63,131 at 4% or $42,087 at 6%; with 100% employer match about $47,348 at 4% or $31,566 at 6%. |
| Zeta Tau Alpha 401(K) Plan | - | 15 | $158,571 | $56,818 | $3,788iApproximate average salary by contribution assumption: employee only about $94,697 at 4% or $63,131 at 6%; with 50% employer match about $63,131 at 4% or $42,087 at 6%; with 100% employer match about $47,348 at 4% or $31,566 at 6%. |