Southeastern Developmental Services Inc
Plan context: Contributory Tax Shelter Annuity
EIN 84-0591159 • Lamar, CO • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$205,807
2024 Contributions
$27,225
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 | 7 | $205,807 | $27,225 | $3,889iApproximate average salary by contribution assumption: employee only about $97,232 at 4% or $64,821 at 6%; with 50% employer match about $64,821 at 4% or $43,214 at 6%; with 100% employer match about $48,616 at 4% or $32,411 at 6%. |
| Contributory Tax Shelter Annuity | - | 7 | $205,807 | $27,225 | $3,889iApproximate average salary by contribution assumption: employee only about $97,232 at 4% or $64,821 at 6%; with 50% employer match about $64,821 at 4% or $43,214 at 6%; with 100% employer match about $48,616 at 4% or $32,411 at 6%. |
| 2023 | 1 | 13 | $357,132 | $38,275 | $2,944iApproximate average salary by contribution assumption: employee only about $73,606 at 4% or $49,071 at 6%; with 50% employer match about $49,071 at 4% or $32,714 at 6%; with 100% employer match about $36,803 at 4% or $24,535 at 6%. |
| Contributory Tax Shelter Annuity | - | 13 | $357,132 | $38,275 | $2,944iApproximate average salary by contribution assumption: employee only about $73,606 at 4% or $49,071 at 6%; with 50% employer match about $49,071 at 4% or $32,714 at 6%; with 100% employer match about $36,803 at 4% or $24,535 at 6%. |
| 2022 | 1 | 16 | $281,693 | $42,981 | $2,686iApproximate average salary by contribution assumption: employee only about $67,158 at 4% or $44,772 at 6%; with 50% employer match about $44,772 at 4% or $29,848 at 6%; with 100% employer match about $33,579 at 4% or $22,386 at 6%. |
| Contributory Tax Shelter Annuity | - | 16 | $281,693 | $42,981 | $2,686iApproximate average salary by contribution assumption: employee only about $67,158 at 4% or $44,772 at 6%; with 50% employer match about $44,772 at 4% or $29,848 at 6%; with 100% employer match about $33,579 at 4% or $22,386 at 6%. |
| 2021 | 1 | 18 | $218,226 | $45,580 | $2,532iApproximate average salary by contribution assumption: employee only about $63,306 at 4% or $42,204 at 6%; with 50% employer match about $42,204 at 4% or $28,136 at 6%; with 100% employer match about $31,653 at 4% or $21,102 at 6%. |
| Contributory Tax Shelter Annuity | - | 18 | $218,226 | $45,580 | $2,532iApproximate average salary by contribution assumption: employee only about $63,306 at 4% or $42,204 at 6%; with 50% employer match about $42,204 at 4% or $28,136 at 6%; with 100% employer match about $31,653 at 4% or $21,102 at 6%. |
| 2020 | 1 | 20 | $275,597 | $38,439 | $1,922iApproximate average salary by contribution assumption: employee only about $48,049 at 4% or $32,033 at 6%; with 50% employer match about $32,033 at 4% or $21,355 at 6%; with 100% employer match about $24,024 at 4% or $16,016 at 6%. |
| Contributory Tax Shelter Annuity | - | 20 | $275,597 | $38,439 | $1,922iApproximate average salary by contribution assumption: employee only about $48,049 at 4% or $32,033 at 6%; with 50% employer match about $32,033 at 4% or $21,355 at 6%; with 100% employer match about $24,024 at 4% or $16,016 at 6%. |
| 2019 | 1 | 15 | $177,604 | $38,160 | $2,544iApproximate average salary by contribution assumption: employee only about $63,600 at 4% or $42,400 at 6%; with 50% employer match about $42,400 at 4% or $28,267 at 6%; with 100% employer match about $31,800 at 4% or $21,200 at 6%. |
| Contributory Tax Shelter Annuity | - | 15 | $177,604 | $38,160 | $2,544iApproximate average salary by contribution assumption: employee only about $63,600 at 4% or $42,400 at 6%; with 50% employer match about $42,400 at 4% or $28,267 at 6%; with 100% employer match about $31,800 at 4% or $21,200 at 6%. |
| 2018 | 1 | 12 | $158,527 | $42,786 | $3,566iApproximate average salary by contribution assumption: employee only about $89,138 at 4% or $59,425 at 6%; with 50% employer match about $59,425 at 4% or $39,617 at 6%; with 100% employer match about $44,569 at 4% or $29,713 at 6%. |
| Contributory Tax Shelter Annuity | - | 12 | $158,527 | $42,786 | $3,566iApproximate average salary by contribution assumption: employee only about $89,138 at 4% or $59,425 at 6%; with 50% employer match about $59,425 at 4% or $39,617 at 6%; with 100% employer match about $44,569 at 4% or $29,713 at 6%. |
| 2017 | 1 | 13 | $115,389 | $39,800 | $3,062iApproximate average salary by contribution assumption: employee only about $76,538 at 4% or $51,026 at 6%; with 50% employer match about $51,026 at 4% or $34,017 at 6%; with 100% employer match about $38,269 at 4% or $25,513 at 6%. |
| Contributory Tax Shelter Annuity | - | 13 | $115,389 | $39,800 | $3,062iApproximate average salary by contribution assumption: employee only about $76,538 at 4% or $51,026 at 6%; with 50% employer match about $51,026 at 4% or $34,017 at 6%; with 100% employer match about $38,269 at 4% or $25,513 at 6%. |
| 2016 | 1 | 14 | $109,883 | $106,166 | $7,583iApproximate average salary by contribution assumption: employee only about $189,582 at 4% or $126,388 at 6%; with 50% employer match about $126,388 at 4% or $84,259 at 6%; with 100% employer match about $94,791 at 4% or $63,194 at 6%. |
| Contributory Tax Shelter Annuity | - | 14 | $109,883 | $106,166 | $7,583iApproximate average salary by contribution assumption: employee only about $189,582 at 4% or $126,388 at 6%; with 50% employer match about $126,388 at 4% or $84,259 at 6%; with 100% employer match about $94,791 at 4% or $63,194 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| SECTION 125 CAFETERIA PLAN | - | 5 | - | - | - |
| 1999 | 1 | 3 | $0 | $0 | - |
| Contributory Tax Shelter Annuity | - | 3 | - | - | - |