Civic Intelligence

Santa Cruz

Plan context: Santa Cruz 401(K) Plan & Trust

EIN 52-2187754 • Baltimore, MD • 17 filings • 5 plans

1401 Russell StreetBaltimore, MD 21230
Current Snapshot

Latest Year

2015

2015 Participants

22

2015 Assets

$1,244,028

2015 Contributions

$100,810

Historical Graphs

Total Assets Over Time

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

$1,534,538$767,269$0200220092013YearValue
$1,244,028Latest year 2013

Participants Over Time

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

118590200220082013YearValue
22Latest year 2013

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
201510$0$0-
Santa Cruz 401(K) Plan & Trust-0$0--
2013122$1,244,028$100,810$4,582iApproximate average salary by contribution assumption: employee only about $114,557 at 4% or $76,371 at 6%; with 50% employer match about $76,371 at 4% or $50,914 at 6%; with 100% employer match about $57,278 at 4% or $38,186 at 6%.
Santa Cruz 401(K) Plan & Trust-22$1,244,028$100,810$4,582iApproximate average salary by contribution assumption: employee only about $114,557 at 4% or $76,371 at 6%; with 50% employer match about $76,371 at 4% or $50,914 at 6%; with 100% employer match about $57,278 at 4% or $38,186 at 6%.
2012125$1,089,192$97,769$3,911iApproximate average salary by contribution assumption: employee only about $97,769 at 4% or $65,179 at 6%; with 50% employer match about $65,179 at 4% or $43,453 at 6%; with 100% employer match about $48,885 at 4% or $32,590 at 6%.
Santa Cruz 401(K) Plan & Trust-25$1,089,192$97,769$3,911iApproximate average salary by contribution assumption: employee only about $97,769 at 4% or $65,179 at 6%; with 50% employer match about $65,179 at 4% or $43,453 at 6%; with 100% employer match about $48,885 at 4% or $32,590 at 6%.
2011125$1,007,091$82,503$3,300iApproximate average salary by contribution assumption: employee only about $82,503 at 4% or $55,002 at 6%; with 50% employer match about $55,002 at 4% or $36,668 at 6%; with 100% employer match about $41,252 at 4% or $27,501 at 6%.
Santa Cruz 401(K) Plan & Trust-25$1,007,091$82,503$3,300iApproximate average salary by contribution assumption: employee only about $82,503 at 4% or $55,002 at 6%; with 50% employer match about $55,002 at 4% or $36,668 at 6%; with 100% employer match about $41,252 at 4% or $27,501 at 6%.
2010122$938,864$101,409$4,610iApproximate average salary by contribution assumption: employee only about $115,238 at 4% or $76,825 at 6%; with 50% employer match about $76,825 at 4% or $51,217 at 6%; with 100% employer match about $57,619 at 4% or $38,413 at 6%.
Santa Cruz 401(K) Plan & Trust-22$938,864$101,409$4,610iApproximate average salary by contribution assumption: employee only about $115,238 at 4% or $76,825 at 6%; with 50% employer match about $76,825 at 4% or $51,217 at 6%; with 100% employer match about $57,619 at 4% or $38,413 at 6%.
2009213$1,534,538$103,574$7,967iApproximate average salary by contribution assumption: employee only about $199,181 at 4% or $132,787 at 6%; with 50% employer match about $132,787 at 4% or $88,525 at 6%; with 100% employer match about $99,590 at 4% or $66,394 at 6%.
Santa Cruz 401(K) Plan & Trust-13$767,269$51,787$3,984iApproximate average salary by contribution assumption: employee only about $99,590 at 4% or $66,394 at 6%; with 50% employer match about $66,394 at 4% or $44,262 at 6%; with 100% employer match about $49,795 at 4% or $33,197 at 6%.
Santa Cruz 401(K) Plan & Trust-13$767,269$51,787$3,984iApproximate average salary by contribution assumption: employee only about $99,590 at 4% or $66,394 at 6%; with 50% employer match about $66,394 at 4% or $44,262 at 6%; with 100% employer match about $49,795 at 4% or $33,197 at 6%.
2008118$768,121$129,690$7,205iApproximate average salary by contribution assumption: employee only about $180,125 at 4% or $120,083 at 6%; with 50% employer match about $120,083 at 4% or $80,056 at 6%; with 100% employer match about $90,063 at 4% or $60,042 at 6%.
Santa Cruz 401(K) Plan & Trust-18$768,121$129,690$7,205iApproximate average salary by contribution assumption: employee only about $180,125 at 4% or $120,083 at 6%; with 50% employer match about $120,083 at 4% or $80,056 at 6%; with 100% employer match about $90,063 at 4% or $60,042 at 6%.
2007143$0$0-
Santa Cruz 401(K) Plan & Trust-43---
2006157$1,294,096$242,675$4,257iApproximate average salary by contribution assumption: employee only about $106,436 at 4% or $70,958 at 6%; with 50% employer match about $70,958 at 4% or $47,305 at 6%; with 100% employer match about $53,218 at 4% or $35,479 at 6%.
Santa Cruz 401(K) Plan & Trust-57$1,294,096$242,675$4,257iApproximate average salary by contribution assumption: employee only about $106,436 at 4% or $70,958 at 6%; with 50% employer match about $70,958 at 4% or $47,305 at 6%; with 100% employer match about $53,218 at 4% or $35,479 at 6%.
2005286$1,029,432$207,205$2,409iApproximate average salary by contribution assumption: employee only about $60,234 at 4% or $40,156 at 6%; with 50% employer match about $40,156 at 4% or $26,771 at 6%; with 100% employer match about $30,117 at 4% or $20,078 at 6%.
Santa Cruz 401(K) Plan & Trust-86$1,029,432$207,205$2,409iApproximate average salary by contribution assumption: employee only about $60,234 at 4% or $40,156 at 6%; with 50% employer match about $40,156 at 4% or $26,771 at 6%; with 100% employer match about $30,117 at 4% or $20,078 at 6%.
ALABANZA CORPORATION FLEXIBLE BENEFITS PLAN-72---
20042118$0$0-
ALABANZA CORPORATION FLEXIBLE BENEFITS PLAN-103---
Santa Cruz 401(K) Plan & Trust-118---
20032115$584,385$208,412$1,812iApproximate average salary by contribution assumption: employee only about $45,307 at 4% or $30,205 at 6%; with 50% employer match about $30,205 at 4% or $20,136 at 6%; with 100% employer match about $22,653 at 4% or $15,102 at 6%.
Santa Cruz 401(K) Plan & Trust-110$584,385$208,412$1,895iApproximate average salary by contribution assumption: employee only about $47,366 at 4% or $31,578 at 6%; with 50% employer match about $31,578 at 4% or $21,052 at 6%; with 100% employer match about $23,683 at 4% or $15,789 at 6%.
ALABANZA CORPORATION FLEXIBLE BENEFITS PLAN-115---
2002168$269,904$179,555$2,641iApproximate average salary by contribution assumption: employee only about $66,013 at 4% or $44,009 at 6%; with 50% employer match about $44,009 at 4% or $29,339 at 6%; with 100% employer match about $33,006 at 4% or $22,004 at 6%.
Santa Cruz 401(K) Plan & Trust-68$269,904$179,555$2,641iApproximate average salary by contribution assumption: employee only about $66,013 at 4% or $44,009 at 6%; with 50% employer match about $44,009 at 4% or $29,339 at 6%; with 100% employer match about $33,006 at 4% or $22,004 at 6%.