Civic Intelligence

Zeta Tau Alpha Fraternity

Plan context: Zeta Tau Alpha 401(K) Plan

EIN 36-1996950 • Carmel, IN • 20 filings • 2 plans

1036 S Rangeline RoadCarmel, IN 46032
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

$3,244,849$1,622,425$0200520152024YearValue
$3,244,849Latest year 2024

Participants Over Time

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

64320200520152024YearValue
50Latest year 2024

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
2024150$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%.
2023150$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%.
2022152$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%.
2021163$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%.
2020164$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%.
2019158$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%.
2018155$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%.
2017143$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%.
2016142$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%.
2015137$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%.
2014133$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%.
2013133$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%.
2012133$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%.
2011132$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%.
2010132$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%.
2009132$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%.
2008118$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%.
2007114$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%.
2006118$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%.
2005115$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%.