Plain-English plan 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, Zions Bancorporation, N.A. Payshelter 401k And Employee Stock Ownership Plan is a benefit plan reported by Zions Bancorporation, National Association under EIN 87-0189025 and plan number 006. The latest loaded filing year is 2023. The filing reports 14,556 participants and $1,662,904,822 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,662,904,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,662,904,822
- Net assets (BOY)
- $1,478,809,721
Income & contributions
- Employer contributions
- $61,166,312
- Participant contributions
- $66,358,598
- Total contributions
- $134,697,914
- Total income / additions
- $320,707,455
Expenses & distributions
- Benefits paid
- $135,732,504
- Administrative expenses
- $858,436
- Total expenses
- $136,612,354
- Net increase / (decrease)
- $184,095,101