Civic Intelligence

Felker Ish Ritchie & Geer Pa

Plan context: Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan

EIN 85-0248751 • Santa Fe, NM • 14 filings • 5 plans

911 Old Pecos TrailSanta Fe, NM 87505
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$223,778

2024 Contributions

$22,898

Historical Graphs

Total Assets Over Time

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

$2,689,299$1,344,650$0200020052023YearValue
$223,778Latest year 2023

Participants Over Time

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

740200020052023YearValue
5Latest year 2023

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
202410$0$22,898-
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-0$0$22,898-
202315$223,778$74,071$14,814iApproximate average salary by contribution assumption: employee only about $370,355 at 4% or $246,903 at 6%; with 50% employer match about $246,903 at 4% or $164,602 at 6%; with 100% employer match about $185,178 at 4% or $123,452 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-5$223,778$74,071$14,814iApproximate average salary by contribution assumption: employee only about $370,355 at 4% or $246,903 at 6%; with 50% employer match about $246,903 at 4% or $164,602 at 6%; with 100% employer match about $185,178 at 4% or $123,452 at 6%.
202214$2,143,672$15,631$3,908iApproximate average salary by contribution assumption: employee only about $97,694 at 4% or $65,129 at 6%; with 50% employer match about $65,129 at 4% or $43,419 at 6%; with 100% employer match about $48,847 at 4% or $32,565 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-4$2,143,672$15,631$3,908iApproximate average salary by contribution assumption: employee only about $97,694 at 4% or $65,129 at 6%; with 50% employer match about $65,129 at 4% or $43,419 at 6%; with 100% employer match about $48,847 at 4% or $32,565 at 6%.
202116$2,689,299$86,829$14,472iApproximate average salary by contribution assumption: employee only about $361,788 at 4% or $241,192 at 6%; with 50% employer match about $241,192 at 4% or $160,794 at 6%; with 100% employer match about $180,894 at 4% or $120,596 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-6$2,689,299$86,829$14,472iApproximate average salary by contribution assumption: employee only about $361,788 at 4% or $241,192 at 6%; with 50% employer match about $241,192 at 4% or $160,794 at 6%; with 100% employer match about $180,894 at 4% or $120,596 at 6%.
202016$2,430,461$97,267$16,211iApproximate average salary by contribution assumption: employee only about $405,279 at 4% or $270,186 at 6%; with 50% employer match about $270,186 at 4% or $180,124 at 6%; with 100% employer match about $202,640 at 4% or $135,093 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-6$2,430,461$97,267$16,211iApproximate average salary by contribution assumption: employee only about $405,279 at 4% or $270,186 at 6%; with 50% employer match about $270,186 at 4% or $180,124 at 6%; with 100% employer match about $202,640 at 4% or $135,093 at 6%.
200617$1,649,356$101,095$14,442iApproximate average salary by contribution assumption: employee only about $361,054 at 4% or $240,702 at 6%; with 50% employer match about $240,702 at 4% or $160,468 at 6%; with 100% employer match about $180,527 at 4% or $120,351 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-7$1,649,356$101,095$14,442iApproximate average salary by contribution assumption: employee only about $361,054 at 4% or $240,702 at 6%; with 50% employer match about $240,702 at 4% or $160,468 at 6%; with 100% employer match about $180,527 at 4% or $120,351 at 6%.
200515$1,481,593$162,445$32,489iApproximate average salary by contribution assumption: employee only about $812,225 at 4% or $541,483 at 6%; with 50% employer match about $541,483 at 4% or $360,989 at 6%; with 100% employer match about $406,113 at 4% or $270,742 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-5$1,481,593$162,445$32,489iApproximate average salary by contribution assumption: employee only about $812,225 at 4% or $541,483 at 6%; with 50% employer match about $541,483 at 4% or $360,989 at 6%; with 100% employer match about $406,113 at 4% or $270,742 at 6%.
200416$1,266,579$115,773$19,296iApproximate average salary by contribution assumption: employee only about $482,388 at 4% or $321,592 at 6%; with 50% employer match about $321,592 at 4% or $214,394 at 6%; with 100% employer match about $241,194 at 4% or $160,796 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-6$1,266,579$115,773$19,296iApproximate average salary by contribution assumption: employee only about $482,388 at 4% or $321,592 at 6%; with 50% employer match about $321,592 at 4% or $214,394 at 6%; with 100% employer match about $241,194 at 4% or $160,796 at 6%.
200317$1,058,263$138,152$19,736iApproximate average salary by contribution assumption: employee only about $493,400 at 4% or $328,933 at 6%; with 50% employer match about $328,933 at 4% or $219,289 at 6%; with 100% employer match about $246,700 at 4% or $164,467 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-7$1,058,263$138,152$19,736iApproximate average salary by contribution assumption: employee only about $493,400 at 4% or $328,933 at 6%; with 50% employer match about $328,933 at 4% or $219,289 at 6%; with 100% employer match about $246,700 at 4% or $164,467 at 6%.
200216$777,287$148,782$24,797iApproximate average salary by contribution assumption: employee only about $619,925 at 4% or $413,283 at 6%; with 50% employer match about $413,283 at 4% or $275,522 at 6%; with 100% employer match about $309,963 at 4% or $206,642 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-6$777,287$148,782$24,797iApproximate average salary by contribution assumption: employee only about $619,925 at 4% or $413,283 at 6%; with 50% employer match about $413,283 at 4% or $275,522 at 6%; with 100% employer match about $309,963 at 4% or $206,642 at 6%.
200126$732,505$95,129$15,855iApproximate average salary by contribution assumption: employee only about $396,371 at 4% or $264,247 at 6%; with 50% employer match about $264,247 at 4% or $176,165 at 6%; with 100% employer match about $198,185 at 4% or $132,124 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-6$732,505$46,823$7,804iApproximate average salary by contribution assumption: employee only about $195,096 at 4% or $130,064 at 6%; with 50% employer match about $130,064 at 4% or $86,709 at 6%; with 100% employer match about $97,548 at 4% or $65,032 at 6%.
Felker Ish Ritchie & Geer Pa Money Purchase Plan-0-$48,306-
200026$715,229$84,219$14,037iApproximate average salary by contribution assumption: employee only about $350,913 at 4% or $233,942 at 6%; with 50% employer match about $233,942 at 4% or $155,961 at 6%; with 100% employer match about $175,456 at 4% or $116,971 at 6%.
Felker Ish Ritchie & Geer Pa 401K Profit Sharing Plan-6$462,474$43,542$7,257iApproximate average salary by contribution assumption: employee only about $181,425 at 4% or $120,950 at 6%; with 50% employer match about $120,950 at 4% or $80,633 at 6%; with 100% employer match about $90,713 at 4% or $60,475 at 6%.
Felker Ish Ritchie & Geer Pa Money Purchase Plan-6$252,755$40,677$6,780iApproximate average salary by contribution assumption: employee only about $169,488 at 4% or $112,992 at 6%; with 50% employer match about $112,992 at 4% or $75,328 at 6%; with 100% employer match about $84,744 at 4% or $56,496 at 6%.