Civic Intelligence

Zions Securities Corporation

Plan context: Deseret Mutual Master Retirement Plan

EIN 87-0196270 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

130

2008 Assets

$503,223

2008 Contributions

$570,223

Historical Graphs

Total Assets Over Time

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

$18,439,667$9,219,834$0199920042008YearValue
$503,223Latest year 2008

Participants Over Time

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

158790199920032007YearValue
130Latest year 2007

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
200810$503,223$570,223-
Deseret Mutual Master Retirement Plan-0$503,223$570,223-
20071130$18,439,667$293,872$2,261iApproximate average salary by contribution assumption: employee only about $56,514 at 4% or $37,676 at 6%; with 50% employer match about $37,676 at 4% or $25,117 at 6%; with 100% employer match about $28,257 at 4% or $18,838 at 6%.
Deseret Mutual Master Retirement Plan-130$18,439,667$293,872$2,261iApproximate average salary by contribution assumption: employee only about $56,514 at 4% or $37,676 at 6%; with 50% employer match about $37,676 at 4% or $25,117 at 6%; with 100% employer match about $28,257 at 4% or $18,838 at 6%.
20061138$16,885,138$1,434,803$10,397iApproximate average salary by contribution assumption: employee only about $259,928 at 4% or $173,285 at 6%; with 50% employer match about $173,285 at 4% or $115,524 at 6%; with 100% employer match about $129,964 at 4% or $86,643 at 6%.
Deseret Mutual Master Retirement Plan-138$16,885,138$1,434,803$10,397iApproximate average salary by contribution assumption: employee only about $259,928 at 4% or $173,285 at 6%; with 50% employer match about $173,285 at 4% or $115,524 at 6%; with 100% employer match about $129,964 at 4% or $86,643 at 6%.
20051150$15,527,926$1,196,744$7,978iApproximate average salary by contribution assumption: employee only about $199,457 at 4% or $132,972 at 6%; with 50% employer match about $132,972 at 4% or $88,648 at 6%; with 100% employer match about $99,729 at 4% or $66,486 at 6%.
Deseret Mutual Master Retirement Plan-150$15,527,926$1,196,744$7,978iApproximate average salary by contribution assumption: employee only about $199,457 at 4% or $132,972 at 6%; with 50% employer match about $132,972 at 4% or $88,648 at 6%; with 100% employer match about $99,729 at 4% or $66,486 at 6%.
20041145$13,392,164$502,764$3,467iApproximate average salary by contribution assumption: employee only about $86,683 at 4% or $57,789 at 6%; with 50% employer match about $57,789 at 4% or $38,526 at 6%; with 100% employer match about $43,342 at 4% or $28,894 at 6%.
Deseret Mutual Master Retirement Plan-145$13,392,164$502,764$3,467iApproximate average salary by contribution assumption: employee only about $86,683 at 4% or $57,789 at 6%; with 50% employer match about $57,789 at 4% or $38,526 at 6%; with 100% employer match about $43,342 at 4% or $28,894 at 6%.
20031148$11,945,438$251,663$1,700iApproximate average salary by contribution assumption: employee only about $42,511 at 4% or $28,340 at 6%; with 50% employer match about $28,340 at 4% or $18,894 at 6%; with 100% employer match about $21,255 at 4% or $14,170 at 6%.
Deseret Mutual Master Retirement Plan-148$11,945,438$251,663$1,700iApproximate average salary by contribution assumption: employee only about $42,511 at 4% or $28,340 at 6%; with 50% employer match about $28,340 at 4% or $18,894 at 6%; with 100% employer match about $21,255 at 4% or $14,170 at 6%.
20021153$9,412,600$314,626$2,056iApproximate average salary by contribution assumption: employee only about $51,409 at 4% or $34,273 at 6%; with 50% employer match about $34,273 at 4% or $22,849 at 6%; with 100% employer match about $25,705 at 4% or $17,136 at 6%.
Deseret Mutual Master Retirement Plan-153$9,412,600$314,626$2,056iApproximate average salary by contribution assumption: employee only about $51,409 at 4% or $34,273 at 6%; with 50% employer match about $34,273 at 4% or $22,849 at 6%; with 100% employer match about $25,705 at 4% or $17,136 at 6%.
20011135$10,472,227$0-
Deseret Mutual Master Retirement Plan-135$10,472,227--
20001149$11,182,699$0-
Deseret Mutual Master Retirement Plan-149$11,182,699--
19991158$11,187,516$39,987$253iApproximate average salary by contribution assumption: employee only about $6,327 at 4% or $4,218 at 6%; with 50% employer match about $4,218 at 4% or $2,812 at 6%; with 100% employer match about $3,164 at 4% or $2,109 at 6%.
Deseret Mutual Master Retirement Plan-158$11,187,516$39,987$253iApproximate average salary by contribution assumption: employee only about $6,327 at 4% or $4,218 at 6%; with 50% employer match about $4,218 at 4% or $2,812 at 6%; with 100% employer match about $3,164 at 4% or $2,109 at 6%.