Park & Associates LLC
Plan context: Park & Associates Cash Balance Plan
EIN 27-4885856 • Albuquerque, NM • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,746,683
2024 Contributions
$202,177
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 | 2 | 12 | $3,746,683 | $202,177 | $16,848iApproximate average salary by contribution assumption: employee only about $421,202 at 4% or $280,801 at 6%; with 50% employer match about $280,801 at 4% or $187,201 at 6%; with 100% employer match about $210,601 at 4% or $140,401 at 6%. |
| Park & Associates Cash Balance Plan | - | 12 | $2,159,364 | $24,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 12 | $1,587,319 | $178,177 | $14,848iApproximate average salary by contribution assumption: employee only about $371,202 at 4% or $247,468 at 6%; with 50% employer match about $247,468 at 4% or $164,979 at 6%; with 100% employer match about $185,601 at 4% or $123,734 at 6%. |
| 2023 | 2 | 11 | $3,205,514 | $406,237 | $36,931iApproximate average salary by contribution assumption: employee only about $923,266 at 4% or $615,511 at 6%; with 50% employer match about $615,511 at 4% or $410,340 at 6%; with 100% employer match about $461,633 at 4% or $307,755 at 6%. |
| Park & Associates Cash Balance Plan | - | 11 | $1,956,919 | $23,447 | $2,132iApproximate average salary by contribution assumption: employee only about $53,289 at 4% or $35,526 at 6%; with 50% employer match about $35,526 at 4% or $23,684 at 6%; with 100% employer match about $26,644 at 4% or $17,763 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 11 | $1,248,595 | $382,790 | $34,799iApproximate average salary by contribution assumption: employee only about $869,977 at 4% or $579,985 at 6%; with 50% employer match about $579,985 at 4% or $386,657 at 6%; with 100% employer match about $434,989 at 4% or $289,992 at 6%. |
| 2022 | 2 | 11 | $2,530,618 | $512,432 | $46,585iApproximate average salary by contribution assumption: employee only about $1,164,618 at 4% or $776,412 at 6%; with 50% employer match about $776,412 at 4% or $517,608 at 6%; with 100% employer match about $582,309 at 4% or $388,206 at 6%. |
| Park & Associates Cash Balance Plan | - | 11 | $1,806,293 | $374,516 | $34,047iApproximate average salary by contribution assumption: employee only about $851,173 at 4% or $567,448 at 6%; with 50% employer match about $567,448 at 4% or $378,299 at 6%; with 100% employer match about $425,586 at 4% or $283,724 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 11 | $724,325 | $137,916 | $12,538iApproximate average salary by contribution assumption: employee only about $313,445 at 4% or $208,964 at 6%; with 50% employer match about $208,964 at 4% or $139,309 at 6%; with 100% employer match about $156,723 at 4% or $104,482 at 6%. |
| 2021 | 2 | 10 | $2,257,211 | $515,495 | $51,550iApproximate average salary by contribution assumption: employee only about $1,288,738 at 4% or $859,158 at 6%; with 50% employer match about $859,158 at 4% or $572,772 at 6%; with 100% employer match about $644,369 at 4% or $429,579 at 6%. |
| Park & Associates Cash Balance Plan | - | 10 | $1,543,840 | $380,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 10 | $713,371 | $135,495 | $13,550iApproximate average salary by contribution assumption: employee only about $338,738 at 4% or $225,825 at 6%; with 50% employer match about $225,825 at 4% or $150,550 at 6%; with 100% employer match about $169,369 at 4% or $112,913 at 6%. |
| 2020 | 2 | 8 | $1,586,871 | $452,435 | $56,554iApproximate average salary by contribution assumption: employee only about $1,413,859 at 4% or $942,573 at 6%; with 50% employer match about $942,573 at 4% or $628,382 at 6%; with 100% employer match about $706,930 at 4% or $471,286 at 6%. |
| Park & Associates Cash Balance Plan | - | 8 | $1,086,635 | $363,057 | $45,382iApproximate average salary by contribution assumption: employee only about $1,134,553 at 4% or $756,369 at 6%; with 50% employer match about $756,369 at 4% or $504,246 at 6%; with 100% employer match about $567,277 at 4% or $378,184 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 8 | $500,236 | $89,378 | $11,172iApproximate average salary by contribution assumption: employee only about $279,306 at 4% or $186,204 at 6%; with 50% employer match about $186,204 at 4% or $124,136 at 6%; with 100% employer match about $139,653 at 4% or $93,102 at 6%. |
| 2019 | 2 | 7 | $1,019,766 | $361,992 | $51,713iApproximate average salary by contribution assumption: employee only about $1,292,829 at 4% or $861,886 at 6%; with 50% employer match about $861,886 at 4% or $574,590 at 6%; with 100% employer match about $646,414 at 4% or $430,943 at 6%. |
| Park & Associates Cash Balance Plan | - | 7 | $679,345 | $297,040 | $42,434iApproximate average salary by contribution assumption: employee only about $1,060,857 at 4% or $707,238 at 6%; with 50% employer match about $707,238 at 4% or $471,492 at 6%; with 100% employer match about $530,429 at 4% or $353,619 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 6 | $340,421 | $64,952 | $10,825iApproximate average salary by contribution assumption: employee only about $270,633 at 4% or $180,422 at 6%; with 50% employer match about $180,422 at 4% or $120,281 at 6%; with 100% employer match about $135,317 at 4% or $90,211 at 6%. |
| 2018 | 2 | 6 | $569,500 | $250,030 | $41,672iApproximate average salary by contribution assumption: employee only about $1,041,792 at 4% or $694,528 at 6%; with 50% employer match about $694,528 at 4% or $463,019 at 6%; with 100% employer match about $520,896 at 4% or $347,264 at 6%. |
| Park & Associates Cash Balance Plan | - | 6 | $344,605 | $200,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 6 | $224,895 | $50,030 | $8,338iApproximate average salary by contribution assumption: employee only about $208,458 at 4% or $138,972 at 6%; with 50% employer match about $138,972 at 4% or $92,648 at 6%; with 100% employer match about $104,229 at 4% or $69,486 at 6%. |
| 2017 | 2 | 6 | $339,153 | $261,813 | $43,636iApproximate average salary by contribution assumption: employee only about $1,090,888 at 4% or $727,258 at 6%; with 50% employer match about $727,258 at 4% or $484,839 at 6%; with 100% employer match about $545,444 at 4% or $363,629 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 6 | $190,244 | $114,560 | $19,093iApproximate average salary by contribution assumption: employee only about $477,333 at 4% or $318,222 at 6%; with 50% employer match about $318,222 at 4% or $212,148 at 6%; with 100% employer match about $238,667 at 4% or $159,111 at 6%. |
| Park & Associates Cash Balance Plan | - | 6 | $148,909 | $147,253 | $24,542iApproximate average salary by contribution assumption: employee only about $613,554 at 4% or $409,036 at 6%; with 50% employer match about $409,036 at 4% or $272,691 at 6%; with 100% employer match about $306,777 at 4% or $204,518 at 6%. |
| 2016 | 1 | 5 | $74,000 | $74,109 | $14,822iApproximate average salary by contribution assumption: employee only about $370,545 at 4% or $247,030 at 6%; with 50% employer match about $247,030 at 4% or $164,687 at 6%; with 100% employer match about $185,273 at 4% or $123,515 at 6%. |
| PARK & ASSOCIATES 401(K) PLAN | - | 5 | $74,000 | $74,109 | $14,822iApproximate average salary by contribution assumption: employee only about $370,545 at 4% or $247,030 at 6%; with 50% employer match about $247,030 at 4% or $164,687 at 6%; with 100% employer match about $185,273 at 4% or $123,515 at 6%. |