Joanna Boothe Insurance Agency
Plan context: Joanna Boothe Insurance Agency Retirement Trust
EIN 20-2059378 • Los Ranchos DE Albuque, NM • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$236,672
2024 Contributions
$87,276
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 | 6 | $236,672 | $87,276 | $14,546iApproximate average salary by contribution assumption: employee only about $363,650 at 4% or $242,433 at 6%; with 50% employer match about $242,433 at 4% or $161,622 at 6%; with 100% employer match about $181,825 at 4% or $121,217 at 6%. |
| Joanna Boothe Insurance Agency Retirement Trust | - | 6 | $236,672 | $87,276 | $14,546iApproximate average salary by contribution assumption: employee only about $363,650 at 4% or $242,433 at 6%; with 50% employer match about $242,433 at 4% or $161,622 at 6%; with 100% employer match about $181,825 at 4% or $121,217 at 6%. |
| 2023 | 1 | 5 | $129,895 | $118,087 | $23,617iApproximate average salary by contribution assumption: employee only about $590,435 at 4% or $393,623 at 6%; with 50% employer match about $393,623 at 4% or $262,416 at 6%; with 100% employer match about $295,218 at 4% or $196,812 at 6%. |
| Joanna Boothe Insurance Agency Retirement Trust | - | 5 | $129,895 | $118,087 | $23,617iApproximate average salary by contribution assumption: employee only about $590,435 at 4% or $393,623 at 6%; with 50% employer match about $393,623 at 4% or $262,416 at 6%; with 100% employer match about $295,218 at 4% or $196,812 at 6%. |
| 2006 | 1 | 0 | $0 | $0 | - |
| Joanna Boothe Insurance Agency Retirement Trust | - | 0 | - | - | - |
| 2005 | 1 | 7 | $197,851 | $0 | - |
| Joanna Boothe Insurance Agency Retirement Trust | - | 7 | $197,851 | - | - |