ZONA SECA, INC. TAX DEFERRED SAVING ANNUITY
Plan context: ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN
EIN 95-2655853 • Santa Barbara, CA • 22 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$1,027,743
2024 Contributions
$52,656
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 | 19 | $1,027,743 | $52,656 | $2,771iApproximate average salary by contribution assumption: employee only about $69,284 at 4% or $46,189 at 6%; with 50% employer match about $46,189 at 4% or $30,793 at 6%; with 100% employer match about $34,642 at 4% or $23,095 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 19 | $1,027,743 | $52,656 | $2,771iApproximate average salary by contribution assumption: employee only about $69,284 at 4% or $46,189 at 6%; with 50% employer match about $46,189 at 4% or $30,793 at 6%; with 100% employer match about $34,642 at 4% or $23,095 at 6%. |
| 2023 | 1 | 17 | $907,772 | $57,825 | $3,401iApproximate average salary by contribution assumption: employee only about $85,037 at 4% or $56,691 at 6%; with 50% employer match about $56,691 at 4% or $37,794 at 6%; with 100% employer match about $42,518 at 4% or $28,346 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 17 | $907,772 | $57,825 | $3,401iApproximate average salary by contribution assumption: employee only about $85,037 at 4% or $56,691 at 6%; with 50% employer match about $56,691 at 4% or $37,794 at 6%; with 100% employer match about $42,518 at 4% or $28,346 at 6%. |
| 2022 | 1 | 19 | $906,748 | $43,889 | $2,310iApproximate average salary by contribution assumption: employee only about $57,749 at 4% or $38,499 at 6%; with 50% employer match about $38,499 at 4% or $25,666 at 6%; with 100% employer match about $28,874 at 4% or $19,250 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 19 | $906,748 | $43,889 | $2,310iApproximate average salary by contribution assumption: employee only about $57,749 at 4% or $38,499 at 6%; with 50% employer match about $38,499 at 4% or $25,666 at 6%; with 100% employer match about $28,874 at 4% or $19,250 at 6%. |
| 2021 | 1 | 18 | $965,333 | $79,797 | $4,433iApproximate average salary by contribution assumption: employee only about $110,829 at 4% or $73,886 at 6%; with 50% employer match about $73,886 at 4% or $49,257 at 6%; with 100% employer match about $55,415 at 4% or $36,943 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 18 | $965,333 | $79,797 | $4,433iApproximate average salary by contribution assumption: employee only about $110,829 at 4% or $73,886 at 6%; with 50% employer match about $73,886 at 4% or $49,257 at 6%; with 100% employer match about $55,415 at 4% or $36,943 at 6%. |
| 2020 | 1 | 16 | $819,254 | $20,680 | $1,293iApproximate average salary by contribution assumption: employee only about $32,313 at 4% or $21,542 at 6%; with 50% employer match about $21,542 at 4% or $14,361 at 6%; with 100% employer match about $16,156 at 4% or $10,771 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 16 | $819,254 | $20,680 | $1,293iApproximate average salary by contribution assumption: employee only about $32,313 at 4% or $21,542 at 6%; with 50% employer match about $21,542 at 4% or $14,361 at 6%; with 100% employer match about $16,156 at 4% or $10,771 at 6%. |
| 2019 | 1 | 16 | $757,037 | $15,905 | $994iApproximate average salary by contribution assumption: employee only about $24,852 at 4% or $16,568 at 6%; with 50% employer match about $16,568 at 4% or $11,045 at 6%; with 100% employer match about $12,426 at 4% or $8,284 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 16 | $757,037 | $15,905 | $994iApproximate average salary by contribution assumption: employee only about $24,852 at 4% or $16,568 at 6%; with 50% employer match about $16,568 at 4% or $11,045 at 6%; with 100% employer match about $12,426 at 4% or $8,284 at 6%. |
| 2018 | 1 | 18 | $741,490 | $16,680 | $927iApproximate average salary by contribution assumption: employee only about $23,167 at 4% or $15,444 at 6%; with 50% employer match about $15,444 at 4% or $10,296 at 6%; with 100% employer match about $11,583 at 4% or $7,722 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 18 | $741,490 | $16,680 | $927iApproximate average salary by contribution assumption: employee only about $23,167 at 4% or $15,444 at 6%; with 50% employer match about $15,444 at 4% or $10,296 at 6%; with 100% employer match about $11,583 at 4% or $7,722 at 6%. |
| 2017 | 1 | 20 | $766,592 | $16,680 | $834iApproximate average salary by contribution assumption: employee only about $20,850 at 4% or $13,900 at 6%; with 50% employer match about $13,900 at 4% or $9,267 at 6%; with 100% employer match about $10,425 at 4% or $6,950 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 20 | $766,592 | $16,680 | $834iApproximate average salary by contribution assumption: employee only about $20,850 at 4% or $13,900 at 6%; with 50% employer match about $13,900 at 4% or $9,267 at 6%; with 100% employer match about $10,425 at 4% or $6,950 at 6%. |
| 2016 | 1 | 21 | $746,852 | $19,060 | $908iApproximate average salary by contribution assumption: employee only about $22,690 at 4% or $15,127 at 6%; with 50% employer match about $15,127 at 4% or $10,085 at 6%; with 100% employer match about $11,345 at 4% or $7,563 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 21 | $746,852 | $19,060 | $908iApproximate average salary by contribution assumption: employee only about $22,690 at 4% or $15,127 at 6%; with 50% employer match about $15,127 at 4% or $10,085 at 6%; with 100% employer match about $11,345 at 4% or $7,563 at 6%. |
| 2015 | 1 | 22 | $828,156 | $23,530 | $1,070iApproximate average salary by contribution assumption: employee only about $26,739 at 4% or $17,826 at 6%; with 50% employer match about $17,826 at 4% or $11,884 at 6%; with 100% employer match about $13,369 at 4% or $8,913 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 22 | $828,156 | $23,530 | $1,070iApproximate average salary by contribution assumption: employee only about $26,739 at 4% or $17,826 at 6%; with 50% employer match about $17,826 at 4% or $11,884 at 6%; with 100% employer match about $13,369 at 4% or $8,913 at 6%. |
| 2014 | 1 | 23 | $809,838 | $29,123 | $1,266iApproximate average salary by contribution assumption: employee only about $31,655 at 4% or $21,104 at 6%; with 50% employer match about $21,104 at 4% or $14,069 at 6%; with 100% employer match about $15,828 at 4% or $10,552 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 23 | $809,838 | $29,123 | $1,266iApproximate average salary by contribution assumption: employee only about $31,655 at 4% or $21,104 at 6%; with 50% employer match about $21,104 at 4% or $14,069 at 6%; with 100% employer match about $15,828 at 4% or $10,552 at 6%. |
| 2013 | 1 | 24 | $768,772 | $40,663 | $1,694iApproximate average salary by contribution assumption: employee only about $42,357 at 4% or $28,238 at 6%; with 50% employer match about $28,238 at 4% or $18,825 at 6%; with 100% employer match about $21,179 at 4% or $14,119 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 24 | $768,772 | $40,663 | $1,694iApproximate average salary by contribution assumption: employee only about $42,357 at 4% or $28,238 at 6%; with 50% employer match about $28,238 at 4% or $18,825 at 6%; with 100% employer match about $21,179 at 4% or $14,119 at 6%. |
| 2012 | 1 | 26 | $723,978 | $45,315 | $1,743iApproximate average salary by contribution assumption: employee only about $43,572 at 4% or $29,048 at 6%; with 50% employer match about $29,048 at 4% or $19,365 at 6%; with 100% employer match about $21,786 at 4% or $14,524 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 26 | $723,978 | $45,315 | $1,743iApproximate average salary by contribution assumption: employee only about $43,572 at 4% or $29,048 at 6%; with 50% employer match about $29,048 at 4% or $19,365 at 6%; with 100% employer match about $21,786 at 4% or $14,524 at 6%. |
| 2011 | 1 | 13 | $756,175 | $66,431 | $5,110iApproximate average salary by contribution assumption: employee only about $127,752 at 4% or $85,168 at 6%; with 50% employer match about $85,168 at 4% or $56,779 at 6%; with 100% employer match about $63,876 at 4% or $42,584 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 13 | $756,175 | $66,431 | $5,110iApproximate average salary by contribution assumption: employee only about $127,752 at 4% or $85,168 at 6%; with 50% employer match about $85,168 at 4% or $56,779 at 6%; with 100% employer match about $63,876 at 4% or $42,584 at 6%. |
| 2010 | 1 | 13 | $750,097 | $55,109 | $4,239iApproximate average salary by contribution assumption: employee only about $105,979 at 4% or $70,653 at 6%; with 50% employer match about $70,653 at 4% or $47,102 at 6%; with 100% employer match about $52,989 at 4% or $35,326 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 13 | $750,097 | $55,109 | $4,239iApproximate average salary by contribution assumption: employee only about $105,979 at 4% or $70,653 at 6%; with 50% employer match about $70,653 at 4% or $47,102 at 6%; with 100% employer match about $52,989 at 4% or $35,326 at 6%. |
| 2009 | 1 | 13 | $783,766 | $72,450 | $5,573iApproximate average salary by contribution assumption: employee only about $139,327 at 4% or $92,885 at 6%; with 50% employer match about $92,885 at 4% or $61,923 at 6%; with 100% employer match about $69,663 at 4% or $46,442 at 6%. |
| ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN | - | 13 | $783,766 | $72,450 | $5,573iApproximate average salary by contribution assumption: employee only about $139,327 at 4% or $92,885 at 6%; with 50% employer match about $92,885 at 4% or $61,923 at 6%; with 100% employer match about $69,663 at 4% or $46,442 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| ZONA SECA, INC. TAX DEFERRED SAVING ANNUITY | - | 0 | - | - | - |
| 2007 | 1 | 45 | $0 | $0 | - |
| ZONA SECA, INC. TAX DEFERRED SAVINGS ANNUITY | - | 45 | - | - | - |
| 2006 | 1 | 47 | $0 | $0 | - |
| ZONA SECA, INC. TAX DEFERRED SAVINGS ANNUITY | - | 47 | - | - | - |
| 2005 | 1 | 48 | $0 | $0 | - |
| ZONA SECA, INC. TAX DEFERRED SAVINGS ANNUITY | - | 48 | - | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| ZONA SECA, INC TAX DEFERRED SAVINGS ANNUITY | - | 0 | - | - | - |
| ZONA SECA, INC CAFETERIA PLAN | - | 0 | - | - | - |