Civic Intelligence

Zion & Company Inc.

Plan context: Zion & Company Inc. 401(K) Plan

EIN 57-0709109 • Columbia, SC • 20 filings • 3 plans

1226 Briargate CircleColumbia, SC 29210
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,166,694

2024 Contributions

$187,975

Historical Graphs

Total Assets Over Time

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

$4,166,694$2,083,347$0200520152024YearValue
$4,166,694Latest year 2024

Participants Over Time

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

1160200520152024YearValue
8Latest 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
202418$4,166,694$187,975$23,497iApproximate average salary by contribution assumption: employee only about $587,422 at 4% or $391,615 at 6%; with 50% employer match about $391,615 at 4% or $261,076 at 6%; with 100% employer match about $293,711 at 4% or $195,807 at 6%.
Zion & Company Inc. 401(K) Plan-8$4,166,694$187,975$23,497iApproximate average salary by contribution assumption: employee only about $587,422 at 4% or $391,615 at 6%; with 50% employer match about $391,615 at 4% or $261,076 at 6%; with 100% employer match about $293,711 at 4% or $195,807 at 6%.
202318$3,727,786$239,348$29,919iApproximate average salary by contribution assumption: employee only about $747,963 at 4% or $498,642 at 6%; with 50% employer match about $498,642 at 4% or $332,428 at 6%; with 100% employer match about $373,981 at 4% or $249,321 at 6%.
Zion & Company Inc. 401(K) Plan-8$3,727,786$239,348$29,919iApproximate average salary by contribution assumption: employee only about $747,963 at 4% or $498,642 at 6%; with 50% employer match about $498,642 at 4% or $332,428 at 6%; with 100% employer match about $373,981 at 4% or $249,321 at 6%.
202218$3,140,845$215,134$26,892iApproximate average salary by contribution assumption: employee only about $672,294 at 4% or $448,196 at 6%; with 50% employer match about $448,196 at 4% or $298,797 at 6%; with 100% employer match about $336,147 at 4% or $224,098 at 6%.
Zion & Company Inc. 401(K) Plan-8$3,140,845$215,134$26,892iApproximate average salary by contribution assumption: employee only about $672,294 at 4% or $448,196 at 6%; with 50% employer match about $448,196 at 4% or $298,797 at 6%; with 100% employer match about $336,147 at 4% or $224,098 at 6%.
202118$3,453,414$287,814$35,977iApproximate average salary by contribution assumption: employee only about $899,419 at 4% or $599,613 at 6%; with 50% employer match about $599,613 at 4% or $399,742 at 6%; with 100% employer match about $449,709 at 4% or $299,806 at 6%.
Zion & Company Inc. 401(K) Plan-8$3,453,414$287,814$35,977iApproximate average salary by contribution assumption: employee only about $899,419 at 4% or $599,613 at 6%; with 50% employer match about $599,613 at 4% or $399,742 at 6%; with 100% employer match about $449,709 at 4% or $299,806 at 6%.
202018$2,806,993$116,273$14,534iApproximate average salary by contribution assumption: employee only about $363,353 at 4% or $242,235 at 6%; with 50% employer match about $242,235 at 4% or $161,490 at 6%; with 100% employer match about $181,677 at 4% or $121,118 at 6%.
Zion & Company Inc. 401(K) Plan-8$2,806,993$116,273$14,534iApproximate average salary by contribution assumption: employee only about $363,353 at 4% or $242,235 at 6%; with 50% employer match about $242,235 at 4% or $161,490 at 6%; with 100% employer match about $181,677 at 4% or $121,118 at 6%.
201917$2,964,514$325,408$46,487iApproximate average salary by contribution assumption: employee only about $1,162,171 at 4% or $774,781 at 6%; with 50% employer match about $774,781 at 4% or $516,521 at 6%; with 100% employer match about $581,086 at 4% or $387,390 at 6%.
Zion & Company Inc. 401(K) Plan-7$2,964,514$325,408$46,487iApproximate average salary by contribution assumption: employee only about $1,162,171 at 4% or $774,781 at 6%; with 50% employer match about $774,781 at 4% or $516,521 at 6%; with 100% employer match about $581,086 at 4% or $387,390 at 6%.
201816$2,248,358$178,654$29,776iApproximate average salary by contribution assumption: employee only about $744,392 at 4% or $496,261 at 6%; with 50% employer match about $496,261 at 4% or $330,841 at 6%; with 100% employer match about $372,196 at 4% or $248,131 at 6%.
Zion & Company Inc. 401(K) Plan-6$2,248,358$178,654$29,776iApproximate average salary by contribution assumption: employee only about $744,392 at 4% or $496,261 at 6%; with 50% employer match about $496,261 at 4% or $330,841 at 6%; with 100% employer match about $372,196 at 4% or $248,131 at 6%.
201716$2,234,568$147,035$24,506iApproximate average salary by contribution assumption: employee only about $612,646 at 4% or $408,431 at 6%; with 50% employer match about $408,431 at 4% or $272,287 at 6%; with 100% employer match about $306,323 at 4% or $204,215 at 6%.
Zion & Company Inc. 401(K) Plan-6$2,234,568$147,035$24,506iApproximate average salary by contribution assumption: employee only about $612,646 at 4% or $408,431 at 6%; with 50% employer match about $408,431 at 4% or $272,287 at 6%; with 100% employer match about $306,323 at 4% or $204,215 at 6%.
201618$1,961,308$101,186$12,648iApproximate average salary by contribution assumption: employee only about $316,206 at 4% or $210,804 at 6%; with 50% employer match about $210,804 at 4% or $140,536 at 6%; with 100% employer match about $158,103 at 4% or $105,402 at 6%.
Zion & Company Inc. 401(K) Plan-8$1,961,308$101,186$12,648iApproximate average salary by contribution assumption: employee only about $316,206 at 4% or $210,804 at 6%; with 50% employer match about $210,804 at 4% or $140,536 at 6%; with 100% employer match about $158,103 at 4% or $105,402 at 6%.
201518$1,756,138$104,465$13,058iApproximate average salary by contribution assumption: employee only about $326,453 at 4% or $217,635 at 6%; with 50% employer match about $217,635 at 4% or $145,090 at 6%; with 100% employer match about $163,227 at 4% or $108,818 at 6%.
Zion & Company Inc. 401(K) Plan-8$1,756,138$104,465$13,058iApproximate average salary by contribution assumption: employee only about $326,453 at 4% or $217,635 at 6%; with 50% employer match about $217,635 at 4% or $145,090 at 6%; with 100% employer match about $163,227 at 4% or $108,818 at 6%.
201419$1,680,483$386,046$42,894iApproximate average salary by contribution assumption: employee only about $1,072,350 at 4% or $714,900 at 6%; with 50% employer match about $714,900 at 4% or $476,600 at 6%; with 100% employer match about $536,175 at 4% or $357,450 at 6%.
Zion & Company Inc. 401(K) Plan-9$1,680,483$386,046$42,894iApproximate average salary by contribution assumption: employee only about $1,072,350 at 4% or $714,900 at 6%; with 50% employer match about $714,900 at 4% or $476,600 at 6%; with 100% employer match about $536,175 at 4% or $357,450 at 6%.
201317$1,233,813$96,762$13,823iApproximate average salary by contribution assumption: employee only about $345,579 at 4% or $230,386 at 6%; with 50% employer match about $230,386 at 4% or $153,590 at 6%; with 100% employer match about $172,789 at 4% or $115,193 at 6%.
Zion & Company Inc. 401(K) Plan-7$1,233,813$96,762$13,823iApproximate average salary by contribution assumption: employee only about $345,579 at 4% or $230,386 at 6%; with 50% employer match about $230,386 at 4% or $153,590 at 6%; with 100% employer match about $172,789 at 4% or $115,193 at 6%.
201217$992,787$87,457$12,494iApproximate average salary by contribution assumption: employee only about $312,346 at 4% or $208,231 at 6%; with 50% employer match about $208,231 at 4% or $138,821 at 6%; with 100% employer match about $156,173 at 4% or $104,115 at 6%.
Zion & Company Inc. 401(K) Plan-7$992,787$87,457$12,494iApproximate average salary by contribution assumption: employee only about $312,346 at 4% or $208,231 at 6%; with 50% employer match about $208,231 at 4% or $138,821 at 6%; with 100% employer match about $156,173 at 4% or $104,115 at 6%.
201116$804,261$84,183$14,031iApproximate average salary by contribution assumption: employee only about $350,763 at 4% or $233,842 at 6%; with 50% employer match about $233,842 at 4% or $155,894 at 6%; with 100% employer match about $175,381 at 4% or $116,921 at 6%.
Zion & Company Inc. 401(K) Plan-6$804,261$84,183$14,031iApproximate average salary by contribution assumption: employee only about $350,763 at 4% or $233,842 at 6%; with 50% employer match about $233,842 at 4% or $155,894 at 6%; with 100% employer match about $175,381 at 4% or $116,921 at 6%.
201017$732,445$86,865$12,409iApproximate average salary by contribution assumption: employee only about $310,232 at 4% or $206,821 at 6%; with 50% employer match about $206,821 at 4% or $137,881 at 6%; with 100% employer match about $155,116 at 4% or $103,411 at 6%.
Zion & Company Inc. 401(K) Plan-7$732,445$86,865$12,409iApproximate average salary by contribution assumption: employee only about $310,232 at 4% or $206,821 at 6%; with 50% employer match about $206,821 at 4% or $137,881 at 6%; with 100% employer match about $155,116 at 4% or $103,411 at 6%.
200917$565,196$79,408$11,344iApproximate average salary by contribution assumption: employee only about $283,600 at 4% or $189,067 at 6%; with 50% employer match about $189,067 at 4% or $126,044 at 6%; with 100% employer match about $141,800 at 4% or $94,533 at 6%.
Zion & Company Inc. 401(K) Plan-7$565,196$79,408$11,344iApproximate average salary by contribution assumption: employee only about $283,600 at 4% or $189,067 at 6%; with 50% employer match about $189,067 at 4% or $126,044 at 6%; with 100% employer match about $141,800 at 4% or $94,533 at 6%.
2008110$389,221$76,598$7,660iApproximate average salary by contribution assumption: employee only about $191,495 at 4% or $127,663 at 6%; with 50% employer match about $127,663 at 4% or $85,109 at 6%; with 100% employer match about $95,748 at 4% or $63,832 at 6%.
Zion & Company Inc. 401(K) Plan-10$389,221$76,598$7,660iApproximate average salary by contribution assumption: employee only about $191,495 at 4% or $127,663 at 6%; with 50% employer match about $127,663 at 4% or $85,109 at 6%; with 100% employer match about $95,748 at 4% or $63,832 at 6%.
2007110$466,762$81,290$8,129iApproximate average salary by contribution assumption: employee only about $203,225 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
Zion & Company Inc. 401(K) Plan-10$466,762$81,290$8,129iApproximate average salary by contribution assumption: employee only about $203,225 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
2006110$419,674$72,523$7,252iApproximate average salary by contribution assumption: employee only about $181,308 at 4% or $120,872 at 6%; with 50% employer match about $120,872 at 4% or $80,581 at 6%; with 100% employer match about $90,654 at 4% or $60,436 at 6%.
Zion & Company Inc. 401(K) Plan-10$419,674$72,523$7,252iApproximate average salary by contribution assumption: employee only about $181,308 at 4% or $120,872 at 6%; with 50% employer match about $120,872 at 4% or $80,581 at 6%; with 100% employer match about $90,654 at 4% or $60,436 at 6%.
2005111$304,605$283,979$25,816iApproximate average salary by contribution assumption: employee only about $645,407 at 4% or $430,271 at 6%; with 50% employer match about $430,271 at 4% or $286,847 at 6%; with 100% employer match about $322,703 at 4% or $215,136 at 6%.
Zion & Company Inc. 401(K) Plan-11$304,605$283,979$25,816iApproximate average salary by contribution assumption: employee only about $645,407 at 4% or $430,271 at 6%; with 50% employer match about $430,271 at 4% or $286,847 at 6%; with 100% employer match about $322,703 at 4% or $215,136 at 6%.