Civic Intelligence

Altegris Investments

Plan context: Altegris Investments 401(K) Plan

EIN 71-0473445 • Evergreen, CO • 10 filings • 4 plans

1202 Bergen Pkwy #212Evergreen, CO 80439
Current Snapshot

Latest Year

2011

2011 Participants

70

2011 Assets

$2,487,097

2011 Contributions

$8,643

Historical Graphs

Total Assets Over Time

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

$2,487,097$1,243,549$0200220062010YearValue
$2,487,097Latest year 2010

Participants Over Time

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

70350200220062010YearValue
70Latest year 2010

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
201110$0$8,643-
Altegris Investments 401(K) Plan-0-$8,643-
2010170$2,487,097$458,909$6,556iApproximate average salary by contribution assumption: employee only about $163,896 at 4% or $109,264 at 6%; with 50% employer match about $109,264 at 4% or $72,843 at 6%; with 100% employer match about $81,948 at 4% or $54,632 at 6%.
Altegris Investments 401(K) Plan-70$2,487,097$458,909$6,556iApproximate average salary by contribution assumption: employee only about $163,896 at 4% or $109,264 at 6%; with 50% employer match about $109,264 at 4% or $72,843 at 6%; with 100% employer match about $81,948 at 4% or $54,632 at 6%.
2009165$1,812,619$387,350$5,959iApproximate average salary by contribution assumption: employee only about $148,981 at 4% or $99,321 at 6%; with 50% employer match about $99,321 at 4% or $66,214 at 6%; with 100% employer match about $74,490 at 4% or $49,660 at 6%.
Altegris Investments 401(K) Plan-65$1,812,619$387,350$5,959iApproximate average salary by contribution assumption: employee only about $148,981 at 4% or $99,321 at 6%; with 50% employer match about $99,321 at 4% or $66,214 at 6%; with 100% employer match about $74,490 at 4% or $49,660 at 6%.
2008149$1,231,908$372,500$7,602iApproximate average salary by contribution assumption: employee only about $190,051 at 4% or $126,701 at 6%; with 50% employer match about $126,701 at 4% or $84,467 at 6%; with 100% employer match about $95,026 at 4% or $63,350 at 6%.
Altegris Investments 401(K) Plan-49$1,231,908$372,500$7,602iApproximate average salary by contribution assumption: employee only about $190,051 at 4% or $126,701 at 6%; with 50% employer match about $126,701 at 4% or $84,467 at 6%; with 100% employer match about $95,026 at 4% or $63,350 at 6%.
2007142$1,494,460$454,473$10,821iApproximate average salary by contribution assumption: employee only about $270,520 at 4% or $180,346 at 6%; with 50% employer match about $180,346 at 4% or $120,231 at 6%; with 100% employer match about $135,260 at 4% or $90,173 at 6%.
Altegris Investments 401(K) Plan-42$1,494,460$454,473$10,821iApproximate average salary by contribution assumption: employee only about $270,520 at 4% or $180,346 at 6%; with 50% employer match about $180,346 at 4% or $120,231 at 6%; with 100% employer match about $135,260 at 4% or $90,173 at 6%.
2006140$1,146,821$275,127$6,878iApproximate average salary by contribution assumption: employee only about $171,954 at 4% or $114,636 at 6%; with 50% employer match about $114,636 at 4% or $76,424 at 6%; with 100% employer match about $85,977 at 4% or $57,318 at 6%.
Altegris Investments 401(K) Plan-40$1,146,821$275,127$6,878iApproximate average salary by contribution assumption: employee only about $171,954 at 4% or $114,636 at 6%; with 50% employer match about $114,636 at 4% or $76,424 at 6%; with 100% employer match about $85,977 at 4% or $57,318 at 6%.
2005136$947,163$231,688$6,436iApproximate average salary by contribution assumption: employee only about $160,894 at 4% or $107,263 at 6%; with 50% employer match about $107,263 at 4% or $71,509 at 6%; with 100% employer match about $80,447 at 4% or $53,631 at 6%.
Altegris Investments 401(K) Plan-36$947,163$231,688$6,436iApproximate average salary by contribution assumption: employee only about $160,894 at 4% or $107,263 at 6%; with 50% employer match about $107,263 at 4% or $71,509 at 6%; with 100% employer match about $80,447 at 4% or $53,631 at 6%.
2004134$600,328$170,694$5,020iApproximate average salary by contribution assumption: employee only about $125,510 at 4% or $83,674 at 6%; with 50% employer match about $83,674 at 4% or $55,782 at 6%; with 100% employer match about $62,755 at 4% or $41,837 at 6%.
Altegris Investments 401(K) Plan-34$600,328$170,694$5,020iApproximate average salary by contribution assumption: employee only about $125,510 at 4% or $83,674 at 6%; with 50% employer match about $83,674 at 4% or $55,782 at 6%; with 100% employer match about $62,755 at 4% or $41,837 at 6%.
2003126$437,385$115,063$4,426iApproximate average salary by contribution assumption: employee only about $110,638 at 4% or $73,758 at 6%; with 50% employer match about $73,758 at 4% or $49,172 at 6%; with 100% employer match about $55,319 at 4% or $36,879 at 6%.
Altegris Investments 401(K) Plan-26$437,385$115,063$4,426iApproximate average salary by contribution assumption: employee only about $110,638 at 4% or $73,758 at 6%; with 50% employer match about $73,758 at 4% or $49,172 at 6%; with 100% employer match about $55,319 at 4% or $36,879 at 6%.
2002123$239,076$237,330$10,319iApproximate average salary by contribution assumption: employee only about $257,967 at 4% or $171,978 at 6%; with 50% employer match about $171,978 at 4% or $114,652 at 6%; with 100% employer match about $128,984 at 4% or $85,989 at 6%.
Altegris Investments 401(K) Plan-23$239,076$237,330$10,319iApproximate average salary by contribution assumption: employee only about $257,967 at 4% or $171,978 at 6%; with 50% employer match about $171,978 at 4% or $114,652 at 6%; with 100% employer match about $128,984 at 4% or $85,989 at 6%.