Civic Intelligence

Santa Fe Trust Company

Plan context: Santa Fe Employee Retirement Plan

EIN 12-3456789 • Santa Fe, NM • 40 filings • 26 plans

4001 Office Court DrSanta Fe, NM 87507
Current Snapshot

Latest Year

2015

2015 Participants

13

2015 Assets

$56,442

2015 Contributions

$24,245

Historical Graphs

Total Assets Over Time

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

$5,942,824$2,971,412$0200220102015YearValue
$56,442Latest year 2015

Participants Over Time

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

1,5807900200220082015YearValue
13Latest year 2015

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
2015113$56,442$24,245$1,865iApproximate average salary by contribution assumption: employee only about $46,625 at 4% or $31,083 at 6%; with 50% employer match about $31,083 at 4% or $20,722 at 6%; with 100% employer match about $23,313 at 4% or $15,542 at 6%.
Santa Fe Employee Retirement Plan-13$56,442$24,245$1,865iApproximate average salary by contribution assumption: employee only about $46,625 at 4% or $31,083 at 6%; with 50% employer match about $31,083 at 4% or $20,722 at 6%; with 100% employer match about $23,313 at 4% or $15,542 at 6%.
2014314$1,370,201$169,016$12,073iApproximate average salary by contribution assumption: employee only about $301,814 at 4% or $201,210 at 6%; with 50% employer match about $201,210 at 4% or $134,140 at 6%; with 100% employer match about $150,907 at 4% or $100,605 at 6%.
Santa Fe Employee Retirement Plan-4$1,248,220$119,014$29,754iApproximate average salary by contribution assumption: employee only about $743,838 at 4% or $495,892 at 6%; with 50% employer match about $495,892 at 4% or $330,594 at 6%; with 100% employer match about $371,919 at 4% or $247,946 at 6%.
Santa Fe Employee Retirement Plan-14$100,853$28,842$2,060iApproximate average salary by contribution assumption: employee only about $51,504 at 4% or $34,336 at 6%; with 50% employer match about $34,336 at 4% or $22,890 at 6%; with 100% employer match about $25,752 at 4% or $17,168 at 6%.
Santa Fe Employee Retirement Plan-7$21,128$21,160$3,023iApproximate average salary by contribution assumption: employee only about $75,571 at 4% or $50,381 at 6%; with 50% employer match about $50,381 at 4% or $33,587 at 6%; with 100% employer match about $37,786 at 4% or $25,190 at 6%.
20135183$1,163,869$149,181$815iApproximate average salary by contribution assumption: employee only about $20,380 at 4% or $13,587 at 6%; with 50% employer match about $13,587 at 4% or $9,058 at 6%; with 100% employer match about $10,190 at 4% or $6,793 at 6%.
Santa Fe Employee Retirement Plan-4$1,087,923$121,603$30,401iApproximate average salary by contribution assumption: employee only about $760,019 at 4% or $506,679 at 6%; with 50% employer match about $506,679 at 4% or $337,786 at 6%; with 100% employer match about $380,009 at 4% or $253,340 at 6%.
Santa Fe Employee Retirement Plan-12$75,946$27,578$2,298iApproximate average salary by contribution assumption: employee only about $57,454 at 4% or $38,303 at 6%; with 50% employer match about $38,303 at 4% or $25,535 at 6%; with 100% employer match about $28,727 at 4% or $19,151 at 6%.
MEDS HOLDINGS LLC MEDICAL PLAN-161---
MEDS HOLDINGS LLC DENTAL, VISION AND LIFE PLAN-183---
F&W MANAGEMENT LC WELFARE BENEFITS PLAN-99---
2012520$276,828$48,155$2,408iApproximate average salary by contribution assumption: employee only about $60,194 at 4% or $40,129 at 6%; with 50% employer match about $40,129 at 4% or $26,753 at 6%; with 100% employer match about $30,097 at 4% or $20,065 at 6%.
Santa Fe Employee Retirement Plan-1$138,728$6,771$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
Santa Fe Employee Retirement Plan-11$87,009$14,687$1,335iApproximate average salary by contribution assumption: employee only about $33,380 at 4% or $22,253 at 6%; with 50% employer match about $22,253 at 4% or $14,835 at 6%; with 100% employer match about $16,690 at 4% or $11,127 at 6%.
Santa Fe Employee Retirement Plan-7$41,091$16,697$2,385iApproximate average salary by contribution assumption: employee only about $59,632 at 4% or $39,755 at 6%; with 50% employer match about $39,755 at 4% or $26,503 at 6%; with 100% employer match about $29,816 at 4% or $19,877 at 6%.
Santa Fe Employee Retirement Plan-20$10,000$10,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Santa Fe Employee Retirement Plan-0$0$0-
20115150$4,748,382$891,937$5,946iApproximate average salary by contribution assumption: employee only about $148,656 at 4% or $99,104 at 6%; with 50% employer match about $99,104 at 4% or $66,069 at 6%; with 100% employer match about $74,328 at 4% or $49,552 at 6%.
Santa Fe Employee Retirement Plan-105$4,306,183$709,776$6,760iApproximate average salary by contribution assumption: employee only about $168,994 at 4% or $112,663 at 6%; with 50% employer match about $112,663 at 4% or $75,109 at 6%; with 100% employer match about $84,497 at 4% or $56,331 at 6%.
Santa Fe Employee Retirement Plan-150$200,000$50,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
Santa Fe Employee Retirement Plan-1$123,124$9,686$9,686iApproximate average salary by contribution assumption: employee only about $242,150 at 4% or $161,433 at 6%; with 50% employer match about $161,433 at 4% or $107,622 at 6%; with 100% employer match about $121,075 at 4% or $80,717 at 6%.
Santa Fe Employee Retirement Plan-12$72,000$72,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Santa Fe Employee Retirement Plan-11$47,075$50,475$4,589iApproximate average salary by contribution assumption: employee only about $114,716 at 4% or $76,477 at 6%; with 50% employer match about $76,477 at 4% or $50,985 at 6%; with 100% employer match about $57,358 at 4% or $38,239 at 6%.
2010590$5,942,824$867,838$9,643iApproximate average salary by contribution assumption: employee only about $241,066 at 4% or $160,711 at 6%; with 50% employer match about $160,711 at 4% or $107,140 at 6%; with 100% employer match about $120,533 at 4% or $80,355 at 6%.
Santa Fe Employee Retirement Plan-90$4,134,610$591,663$6,574iApproximate average salary by contribution assumption: employee only about $164,351 at 4% or $109,567 at 6%; with 50% employer match about $109,567 at 4% or $73,045 at 6%; with 100% employer match about $82,175 at 4% or $54,784 at 6%.
Santa Fe Employee Retirement Plan-17$1,406,850$91,985$5,411iApproximate average salary by contribution assumption: employee only about $135,272 at 4% or $90,181 at 6%; with 50% employer match about $90,181 at 4% or $60,121 at 6%; with 100% employer match about $67,636 at 4% or $45,091 at 6%.
Santa Fe Employee Retirement Plan-20$150,000$30,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Santa Fe Employee Retirement Plan-1$143,345$143,345$143,345iApproximate average salary by contribution assumption: employee only about $3,583,625 at 4% or $2,389,083 at 6%; with 50% employer match about $2,389,083 at 4% or $1,592,722 at 6%; with 100% employer match about $1,791,813 at 4% or $1,194,542 at 6%.
Santa Fe Employee Retirement Plan-1$108,019$10,845$10,845iApproximate average salary by contribution assumption: employee only about $271,125 at 4% or $180,750 at 6%; with 50% employer match about $180,750 at 4% or $120,500 at 6%; with 100% employer match about $135,563 at 4% or $90,375 at 6%.
20083495$0$0-
SPIRO BOUKAS DDS PC PROFIT SHARING PLAN-0---
Santa Fe Employee Retirement Plan-5---
YMCA OF CENTRAL MARYLAND EMPLOYEE BENEFIT PLAN-495---
20075321$0$0-
RAYMOND PRODUCTS SMP PROFIT SHARING PLAN-11---
Santa Fe Employee Retirement Plan-42---
YMCA OF CENTRAL MARYLAND EMPLOYEE BENEFIT PLAN-321---
JAMES MACHINE WORKS, INC. FLEXIBLE BENEFIT PLAN-171---
Santa Fe Employee Retirement Plan-1---
200631,580$203,387$54,079$34iApproximate average salary by contribution assumption: employee only about $856 at 4% or $570 at 6%; with 50% employer match about $570 at 4% or $380 at 6%; with 100% employer match about $428 at 4% or $285 at 6%.
Santa Fe Employee Retirement Plan-2$186,113$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Santa Fe Employee Retirement Plan-4$17,274$12,079$3,020iApproximate average salary by contribution assumption: employee only about $75,494 at 4% or $50,329 at 6%; with 50% employer match about $50,329 at 4% or $33,553 at 6%; with 100% employer match about $37,747 at 4% or $25,165 at 6%.
MIAMI BEACH HOTEL CAFETERIA PLAN-1,580---
200521,560$99,896$99,896$64iApproximate average salary by contribution assumption: employee only about $1,601 at 4% or $1,067 at 6%; with 50% employer match about $1,067 at 4% or $712 at 6%; with 100% employer match about $800 at 4% or $534 at 6%.
Santa Fe Employee Retirement Plan-2$99,896$99,896$49,948iApproximate average salary by contribution assumption: employee only about $1,248,700 at 4% or $832,467 at 6%; with 50% employer match about $832,467 at 4% or $554,978 at 6%; with 100% employer match about $624,350 at 4% or $416,233 at 6%.
MIAMI BEACH HOTEL CAFETERIA PLAN-1,560---
200416$648,918$142,886$23,814iApproximate average salary by contribution assumption: employee only about $595,358 at 4% or $396,906 at 6%; with 50% employer match about $396,906 at 4% or $264,604 at 6%; with 100% employer match about $297,679 at 4% or $198,453 at 6%.
Santa Fe Employee Retirement Plan-6$648,918$142,886$23,814iApproximate average salary by contribution assumption: employee only about $595,358 at 4% or $396,906 at 6%; with 50% employer match about $396,906 at 4% or $264,604 at 6%; with 100% employer match about $297,679 at 4% or $198,453 at 6%.
200315$480,672$135,163$27,033iApproximate average salary by contribution assumption: employee only about $675,815 at 4% or $450,543 at 6%; with 50% employer match about $450,543 at 4% or $300,362 at 6%; with 100% employer match about $337,908 at 4% or $225,272 at 6%.
Santa Fe Employee Retirement Plan-5$480,672$135,163$27,033iApproximate average salary by contribution assumption: employee only about $675,815 at 4% or $450,543 at 6%; with 50% employer match about $450,543 at 4% or $300,362 at 6%; with 100% employer match about $337,908 at 4% or $225,272 at 6%.
200215$321,554$149,324$29,865iApproximate average salary by contribution assumption: employee only about $746,620 at 4% or $497,747 at 6%; with 50% employer match about $497,747 at 4% or $331,831 at 6%; with 100% employer match about $373,310 at 4% or $248,873 at 6%.
Santa Fe Employee Retirement Plan-5$321,554$149,324$29,865iApproximate average salary by contribution assumption: employee only about $746,620 at 4% or $497,747 at 6%; with 50% employer match about $497,747 at 4% or $331,831 at 6%; with 100% employer match about $373,310 at 4% or $248,873 at 6%.