Civic Intelligence

Usamex Real Estate Services

Plan context: STRATA EQUITY GROUP INC 401K PSP TRUST

EIN 33-0279112 • San Diego, CA • 12 filings • 5 plans

4370 LA Jolla Village DrSuite 960San Diego, CA 92122-1253
Current Snapshot

Latest Year

2017

2017 Participants

59

2017 Assets

$420,810

2017 Contributions

$407,900

Historical Graphs

Total Assets Over Time

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

$420,810$210,405$0199920042017YearValue
$420,810Latest year 2017

Participants Over Time

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

59300199920042017YearValue
59Latest year 2017

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
2017259$420,810$407,900$6,914iApproximate average salary by contribution assumption: employee only about $172,839 at 4% or $115,226 at 6%; with 50% employer match about $115,226 at 4% or $76,817 at 6%; with 100% employer match about $86,419 at 4% or $57,613 at 6%.
Usamex Real Estate Services 401K Plan and Trust-59$210,405$203,950$3,457iApproximate average salary by contribution assumption: employee only about $86,419 at 4% or $57,613 at 6%; with 50% employer match about $57,613 at 4% or $38,409 at 6%; with 100% employer match about $43,210 at 4% or $28,806 at 6%.
STRATA EQUITY GROUP INC 401K PSP TRUST-59$210,405$203,950$3,457iApproximate average salary by contribution assumption: employee only about $86,419 at 4% or $57,613 at 6%; with 50% employer match about $57,613 at 4% or $38,409 at 6%; with 100% employer match about $43,210 at 4% or $28,806 at 6%.
2008116$182,556$7,679$480iApproximate average salary by contribution assumption: employee only about $11,998 at 4% or $7,999 at 6%; with 50% employer match about $7,999 at 4% or $5,333 at 6%; with 100% employer match about $5,999 at 4% or $3,999 at 6%.
Usamex Real Estate Services 401K Plan and Trust-16$182,556$7,679$480iApproximate average salary by contribution assumption: employee only about $11,998 at 4% or $7,999 at 6%; with 50% employer match about $7,999 at 4% or $5,333 at 6%; with 100% employer match about $5,999 at 4% or $3,999 at 6%.
2007113$321,256$22,185$1,707iApproximate average salary by contribution assumption: employee only about $42,663 at 4% or $28,442 at 6%; with 50% employer match about $28,442 at 4% or $18,962 at 6%; with 100% employer match about $21,332 at 4% or $14,221 at 6%.
Usamex Real Estate Services 401K Plan and Trust-13$321,256$22,185$1,707iApproximate average salary by contribution assumption: employee only about $42,663 at 4% or $28,442 at 6%; with 50% employer match about $28,442 at 4% or $18,962 at 6%; with 100% employer match about $21,332 at 4% or $14,221 at 6%.
2006115$301,233$21,490$1,433iApproximate average salary by contribution assumption: employee only about $35,817 at 4% or $23,878 at 6%; with 50% employer match about $23,878 at 4% or $15,919 at 6%; with 100% employer match about $17,908 at 4% or $11,939 at 6%.
Usamex Real Estate Services 401K Plan and Trust-15$301,233$21,490$1,433iApproximate average salary by contribution assumption: employee only about $35,817 at 4% or $23,878 at 6%; with 50% employer match about $23,878 at 4% or $15,919 at 6%; with 100% employer match about $17,908 at 4% or $11,939 at 6%.
2005115$256,276$51,231$3,415iApproximate average salary by contribution assumption: employee only about $85,385 at 4% or $56,923 at 6%; with 50% employer match about $56,923 at 4% or $37,949 at 6%; with 100% employer match about $42,693 at 4% or $28,462 at 6%.
Usamex Real Estate Services 401K Plan and Trust-15$256,276$51,231$3,415iApproximate average salary by contribution assumption: employee only about $85,385 at 4% or $56,923 at 6%; with 50% employer match about $56,923 at 4% or $37,949 at 6%; with 100% employer match about $42,693 at 4% or $28,462 at 6%.
2004114$207,034$49,321$3,523iApproximate average salary by contribution assumption: employee only about $88,073 at 4% or $58,715 at 6%; with 50% employer match about $58,715 at 4% or $39,144 at 6%; with 100% employer match about $44,037 at 4% or $29,358 at 6%.
Usamex Real Estate Services 401K Plan and Trust-14$207,034$49,321$3,523iApproximate average salary by contribution assumption: employee only about $88,073 at 4% or $58,715 at 6%; with 50% employer match about $58,715 at 4% or $39,144 at 6%; with 100% employer match about $44,037 at 4% or $29,358 at 6%.
2003113$144,029$23,232$1,787iApproximate average salary by contribution assumption: employee only about $44,677 at 4% or $29,785 at 6%; with 50% employer match about $29,785 at 4% or $19,856 at 6%; with 100% employer match about $22,338 at 4% or $14,892 at 6%.
Usamex Real Estate Services 401K Plan and Trust-13$144,029$23,232$1,787iApproximate average salary by contribution assumption: employee only about $44,677 at 4% or $29,785 at 6%; with 50% employer match about $29,785 at 4% or $19,856 at 6%; with 100% employer match about $22,338 at 4% or $14,892 at 6%.
2002113$95,402$29,425$2,263iApproximate average salary by contribution assumption: employee only about $56,587 at 4% or $37,724 at 6%; with 50% employer match about $37,724 at 4% or $25,150 at 6%; with 100% employer match about $28,293 at 4% or $18,862 at 6%.
Usamex Real Estate Services 401K Plan and Trust-13$95,402$29,425$2,263iApproximate average salary by contribution assumption: employee only about $56,587 at 4% or $37,724 at 6%; with 50% employer match about $37,724 at 4% or $25,150 at 6%; with 100% employer match about $28,293 at 4% or $18,862 at 6%.
2001113$91,776$37,782$2,906iApproximate average salary by contribution assumption: employee only about $72,658 at 4% or $48,438 at 6%; with 50% employer match about $48,438 at 4% or $32,292 at 6%; with 100% employer match about $36,329 at 4% or $24,219 at 6%.
Usamex Real Estate Services 401K Plan and Trust-13$91,776$37,782$2,906iApproximate average salary by contribution assumption: employee only about $72,658 at 4% or $48,438 at 6%; with 50% employer match about $48,438 at 4% or $32,292 at 6%; with 100% employer match about $36,329 at 4% or $24,219 at 6%.
2000119$99,564$29,523$1,554iApproximate average salary by contribution assumption: employee only about $38,846 at 4% or $25,897 at 6%; with 50% employer match about $25,897 at 4% or $17,265 at 6%; with 100% employer match about $19,423 at 4% or $12,949 at 6%.
Usamex Real Estate Services 401K Plan and Trust-19$99,564$29,523$1,554iApproximate average salary by contribution assumption: employee only about $38,846 at 4% or $25,897 at 6%; with 50% employer match about $25,897 at 4% or $17,265 at 6%; with 100% employer match about $19,423 at 4% or $12,949 at 6%.
1999142$88,531$32,360$770iApproximate average salary by contribution assumption: employee only about $19,262 at 4% or $12,841 at 6%; with 50% employer match about $12,841 at 4% or $8,561 at 6%; with 100% employer match about $9,631 at 4% or $6,421 at 6%.
Usamex Real Estate Services 401K Plan and Trust-42$88,531$32,360$770iApproximate average salary by contribution assumption: employee only about $19,262 at 4% or $12,841 at 6%; with 50% employer match about $12,841 at 4% or $8,561 at 6%; with 100% employer match about $9,631 at 4% or $6,421 at 6%.