How many benefit plans does Zeta Associates report on Form 5500?

Zeta Associates (EIN 54-1279046) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Zeta Associates?

The Employer Identification Number (EIN) reported for Zeta Associates is 54-1279046.

What is the latest Form 5500 filing year for Zeta Associates?

The latest loaded Form 5500 filing year for Zeta Associates is 2023.

Zeta Associates — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zeta Associates (EIN 54-1279046) is a plan sponsor located in Fairfax, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 54-1279046
Location: Fairfax, VA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $510,567,738
Total reported liabilities (EOY): $1,596
Total reported net assets (EOY): $510,566,142

Contributions & income

Employer contributions: $22,362,815
Participant contributions: $4,879,787
Total income / additions: $119,016,127

Expenses & distributions

Benefits paid / distributions: $18,554,207
Total expenses: $18,468,676
Net increase / (decrease): $100,547,451

Coverage

Total reported participants: 913
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Zeta Associates plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Zeta Associates Incorporated Savings Plan	001	655	$510,567,738	2023
Zeta Associates Incorporated Individual Benefit Account	501	258	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Zeta Associates
Year	Plan	Participants	Schedules	Filing
2023	Zeta Associates Incorporated Individual Benefit Account	258	C	20240501112437NAL0025949057002
2023	Zeta Associates Incorporated Savings Plan	655	H, C	20240829081944NAL0023990688001