Civic Intelligence

Santa Fe Partners LLC

Plan context: Santa Fe Partners LLC 401(K) Profit Sharing Plan

EIN 20-1033448 • Santa Fe, NM • 10 filings • 2 plans

1512 Pacheco Street, Suite D-202Santa Fe, NM 87505
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$1,670,298

2016 Contributions

$96,364

Historical Graphs

Total Assets Over Time

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

$1,670,298$835,149$0200820122015YearValue
$1,670,298Latest year 2015

Participants Over Time

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

1160200720112015YearValue
9Latest 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
201610$0$96,364-
Santa Fe Partners LLC 401(K) Profit Sharing Plan-0$0$96,364-
201519$1,670,298$266,969$29,663iApproximate average salary by contribution assumption: employee only about $741,581 at 4% or $494,387 at 6%; with 50% employer match about $494,387 at 4% or $329,591 at 6%; with 100% employer match about $370,790 at 4% or $247,194 at 6%.
Santa Fe Partners LLC 401(K) Profit Sharing Plan-9$1,670,298$266,969$29,663iApproximate average salary by contribution assumption: employee only about $741,581 at 4% or $494,387 at 6%; with 50% employer match about $494,387 at 4% or $329,591 at 6%; with 100% employer match about $370,790 at 4% or $247,194 at 6%.
2014110$1,422,274$283,849$28,385iApproximate average salary by contribution assumption: employee only about $709,623 at 4% or $473,082 at 6%; with 50% employer match about $473,082 at 4% or $315,388 at 6%; with 100% employer match about $354,811 at 4% or $236,541 at 6%.
Santa Fe Partners LLC 401(K) Profit Sharing Plan-10$1,422,274$283,849$28,385iApproximate average salary by contribution assumption: employee only about $709,623 at 4% or $473,082 at 6%; with 50% employer match about $473,082 at 4% or $315,388 at 6%; with 100% employer match about $354,811 at 4% or $236,541 at 6%.
2013110$1,123,201$234,454$23,445iApproximate average salary by contribution assumption: employee only about $586,135 at 4% or $390,757 at 6%; with 50% employer match about $390,757 at 4% or $260,504 at 6%; with 100% employer match about $293,068 at 4% or $195,378 at 6%.
Santa Fe Partners LLC 401(K) Profit Sharing Plan-10$1,123,201$234,454$23,445iApproximate average salary by contribution assumption: employee only about $586,135 at 4% or $390,757 at 6%; with 50% employer match about $390,757 at 4% or $260,504 at 6%; with 100% employer match about $293,068 at 4% or $195,378 at 6%.
2012111$956,587$235,184$21,380iApproximate average salary by contribution assumption: employee only about $534,509 at 4% or $356,339 at 6%; with 50% employer match about $356,339 at 4% or $237,560 at 6%; with 100% employer match about $267,255 at 4% or $178,170 at 6%.
Santa Fe Partners LLC 401(K) Profit Sharing Plan-11$956,587$235,184$21,380iApproximate average salary by contribution assumption: employee only about $534,509 at 4% or $356,339 at 6%; with 50% employer match about $356,339 at 4% or $237,560 at 6%; with 100% employer match about $267,255 at 4% or $178,170 at 6%.
2011110$708,229$237,472$23,747iApproximate average salary by contribution assumption: employee only about $593,680 at 4% or $395,787 at 6%; with 50% employer match about $395,787 at 4% or $263,858 at 6%; with 100% employer match about $296,840 at 4% or $197,893 at 6%.
Santa Fe Partners LLC 401(K) Profit Sharing Plan-10$708,229$237,472$23,747iApproximate average salary by contribution assumption: employee only about $593,680 at 4% or $395,787 at 6%; with 50% employer match about $395,787 at 4% or $263,858 at 6%; with 100% employer match about $296,840 at 4% or $197,893 at 6%.
2010111$518,840$93,584$8,508iApproximate average salary by contribution assumption: employee only about $212,691 at 4% or $141,794 at 6%; with 50% employer match about $141,794 at 4% or $94,529 at 6%; with 100% employer match about $106,345 at 4% or $70,897 at 6%.
Santa Fe Partners LLC 401(K) Profit Sharing Plan-11$518,840$93,584$8,508iApproximate average salary by contribution assumption: employee only about $212,691 at 4% or $141,794 at 6%; with 50% employer match about $141,794 at 4% or $94,529 at 6%; with 100% employer match about $106,345 at 4% or $70,897 at 6%.
2009111$414,380$95,135$8,649iApproximate average salary by contribution assumption: employee only about $216,216 at 4% or $144,144 at 6%; with 50% employer match about $144,144 at 4% or $96,096 at 6%; with 100% employer match about $108,108 at 4% or $72,072 at 6%.
Santa Fe Partners LLC 401(K) Profit Sharing Plan-11$414,380$95,135$8,649iApproximate average salary by contribution assumption: employee only about $216,216 at 4% or $144,144 at 6%; with 50% employer match about $144,144 at 4% or $96,096 at 6%; with 100% employer match about $108,108 at 4% or $72,072 at 6%.
2008110$307,327$109,244$10,924iApproximate average salary by contribution assumption: employee only about $273,110 at 4% or $182,073 at 6%; with 50% employer match about $182,073 at 4% or $121,382 at 6%; with 100% employer match about $136,555 at 4% or $91,037 at 6%.
Santa Fe Partners LLC 401(K) Profit Sharing Plan-10$307,327$109,244$10,924iApproximate average salary by contribution assumption: employee only about $273,110 at 4% or $182,073 at 6%; with 50% employer match about $182,073 at 4% or $121,382 at 6%; with 100% employer match about $136,555 at 4% or $91,037 at 6%.
200716$0$0-
Santa Fe Partners LLC 401(K) Profit Sharing Plan-6---