Civic Intelligence

Jeff Mortensen & Associates Inc.

Plan context: Jeff Mortensen & Associates Inc. Profit Sharing Plan

EIN 85-0253948 • Albuquerque, NM • 28 filings • 4 plans

6010-b Midway Park Boulevard NEAlbuquerque, NM 87109
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$2,338,779

2023 Contributions

$234,851

Historical Graphs

Total Assets Over Time

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

$5,731,881$2,865,941$0199920112022YearValue
$2,338,779Latest year 2022

Participants Over Time

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

28140199920112022YearValue
19Latest year 2022

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
202310$0$0-
Jeff Mortensen & Associates Inc. Profit Sharing Plan-0$0--
2022119$2,338,779$234,851$12,361iApproximate average salary by contribution assumption: employee only about $309,014 at 4% or $206,010 at 6%; with 50% employer match about $206,010 at 4% or $137,340 at 6%; with 100% employer match about $154,507 at 4% or $103,005 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-19$2,338,779$234,851$12,361iApproximate average salary by contribution assumption: employee only about $309,014 at 4% or $206,010 at 6%; with 50% employer match about $206,010 at 4% or $137,340 at 6%; with 100% employer match about $154,507 at 4% or $103,005 at 6%.
2021121$2,630,510$181,650$8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-21$2,630,510$181,650$8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%.
2020119$1,939,359$146,172$7,693iApproximate average salary by contribution assumption: employee only about $192,332 at 4% or $128,221 at 6%; with 50% employer match about $128,221 at 4% or $85,481 at 6%; with 100% employer match about $96,166 at 4% or $64,111 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-19$1,939,359$146,172$7,693iApproximate average salary by contribution assumption: employee only about $192,332 at 4% or $128,221 at 6%; with 50% employer match about $128,221 at 4% or $85,481 at 6%; with 100% employer match about $96,166 at 4% or $64,111 at 6%.
2019120$1,478,156$199,947$9,997iApproximate average salary by contribution assumption: employee only about $249,934 at 4% or $166,623 at 6%; with 50% employer match about $166,623 at 4% or $111,082 at 6%; with 100% employer match about $124,967 at 4% or $83,311 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-20$1,478,156$199,947$9,997iApproximate average salary by contribution assumption: employee only about $249,934 at 4% or $166,623 at 6%; with 50% employer match about $166,623 at 4% or $111,082 at 6%; with 100% employer match about $124,967 at 4% or $83,311 at 6%.
2018118$1,077,963$0-
Jeff Mortensen & Associates Inc. Profit Sharing Plan-18$1,077,963--
2017118$1,213,982$134,120$7,451iApproximate average salary by contribution assumption: employee only about $186,278 at 4% or $124,185 at 6%; with 50% employer match about $124,185 at 4% or $82,790 at 6%; with 100% employer match about $93,139 at 4% or $62,093 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-18$1,213,982$134,120$7,451iApproximate average salary by contribution assumption: employee only about $186,278 at 4% or $124,185 at 6%; with 50% employer match about $124,185 at 4% or $82,790 at 6%; with 100% employer match about $93,139 at 4% or $62,093 at 6%.
2016120$5,731,881$134,726$6,736iApproximate average salary by contribution assumption: employee only about $168,408 at 4% or $112,272 at 6%; with 50% employer match about $112,272 at 4% or $74,848 at 6%; with 100% employer match about $84,204 at 4% or $56,136 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-20$5,731,881$134,726$6,736iApproximate average salary by contribution assumption: employee only about $168,408 at 4% or $112,272 at 6%; with 50% employer match about $112,272 at 4% or $74,848 at 6%; with 100% employer match about $84,204 at 4% or $56,136 at 6%.
2015115$5,584,138$0-
Jeff Mortensen & Associates Inc. Profit Sharing Plan-15$5,584,138$0-
2014117$5,602,529$123,472$7,263iApproximate average salary by contribution assumption: employee only about $181,576 at 4% or $121,051 at 6%; with 50% employer match about $121,051 at 4% or $80,701 at 6%; with 100% employer match about $90,788 at 4% or $60,525 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-17$5,602,529$123,472$7,263iApproximate average salary by contribution assumption: employee only about $181,576 at 4% or $121,051 at 6%; with 50% employer match about $121,051 at 4% or $80,701 at 6%; with 100% employer match about $90,788 at 4% or $60,525 at 6%.
2013116$5,479,750$130,629$8,164iApproximate average salary by contribution assumption: employee only about $204,108 at 4% or $136,072 at 6%; with 50% employer match about $136,072 at 4% or $90,715 at 6%; with 100% employer match about $102,054 at 4% or $68,036 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-16$5,479,750$130,629$8,164iApproximate average salary by contribution assumption: employee only about $204,108 at 4% or $136,072 at 6%; with 50% employer match about $136,072 at 4% or $90,715 at 6%; with 100% employer match about $102,054 at 4% or $68,036 at 6%.
2012116$5,555,566$0-
Jeff Mortensen & Associates Inc. Profit Sharing Plan-16$5,555,566$0-
2011121$5,652,261$217,616$10,363iApproximate average salary by contribution assumption: employee only about $259,067 at 4% or $172,711 at 6%; with 50% employer match about $172,711 at 4% or $115,141 at 6%; with 100% employer match about $129,533 at 4% or $86,356 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-21$5,652,261$217,616$10,363iApproximate average salary by contribution assumption: employee only about $259,067 at 4% or $172,711 at 6%; with 50% employer match about $172,711 at 4% or $115,141 at 6%; with 100% employer match about $129,533 at 4% or $86,356 at 6%.
2010123$5,374,337$222,530$9,675iApproximate average salary by contribution assumption: employee only about $241,880 at 4% or $161,254 at 6%; with 50% employer match about $161,254 at 4% or $107,502 at 6%; with 100% employer match about $120,940 at 4% or $80,627 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-23$5,374,337$222,530$9,675iApproximate average salary by contribution assumption: employee only about $241,880 at 4% or $161,254 at 6%; with 50% employer match about $161,254 at 4% or $107,502 at 6%; with 100% employer match about $120,940 at 4% or $80,627 at 6%.
2009128$4,968,323$295,310$10,547iApproximate average salary by contribution assumption: employee only about $263,670 at 4% or $175,780 at 6%; with 50% employer match about $175,780 at 4% or $117,187 at 6%; with 100% employer match about $131,835 at 4% or $87,890 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-28$4,968,323$295,310$10,547iApproximate average salary by contribution assumption: employee only about $263,670 at 4% or $175,780 at 6%; with 50% employer match about $175,780 at 4% or $117,187 at 6%; with 100% employer match about $131,835 at 4% or $87,890 at 6%.
2008125$4,869,938$431,428$17,257iApproximate average salary by contribution assumption: employee only about $431,428 at 4% or $287,619 at 6%; with 50% employer match about $287,619 at 4% or $191,746 at 6%; with 100% employer match about $215,714 at 4% or $143,809 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-25$4,869,938$431,428$17,257iApproximate average salary by contribution assumption: employee only about $431,428 at 4% or $287,619 at 6%; with 50% employer match about $287,619 at 4% or $191,746 at 6%; with 100% employer match about $215,714 at 4% or $143,809 at 6%.
2007124$5,572,749$403,153$16,798iApproximate average salary by contribution assumption: employee only about $419,951 at 4% or $279,967 at 6%; with 50% employer match about $279,967 at 4% or $186,645 at 6%; with 100% employer match about $209,976 at 4% or $139,984 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-24$5,572,749$403,153$16,798iApproximate average salary by contribution assumption: employee only about $419,951 at 4% or $279,967 at 6%; with 50% employer match about $279,967 at 4% or $186,645 at 6%; with 100% employer match about $209,976 at 4% or $139,984 at 6%.
2006122$5,010,174$355,382$16,154iApproximate average salary by contribution assumption: employee only about $403,843 at 4% or $269,229 at 6%; with 50% employer match about $269,229 at 4% or $179,486 at 6%; with 100% employer match about $201,922 at 4% or $134,614 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-22$5,010,174$355,382$16,154iApproximate average salary by contribution assumption: employee only about $403,843 at 4% or $269,229 at 6%; with 50% employer match about $269,229 at 4% or $179,486 at 6%; with 100% employer match about $201,922 at 4% or $134,614 at 6%.
2005119$4,225,792$296,782$15,620iApproximate average salary by contribution assumption: employee only about $390,503 at 4% or $260,335 at 6%; with 50% employer match about $260,335 at 4% or $173,557 at 6%; with 100% employer match about $195,251 at 4% or $130,168 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-19$4,225,792$296,782$15,620iApproximate average salary by contribution assumption: employee only about $390,503 at 4% or $260,335 at 6%; with 50% employer match about $260,335 at 4% or $173,557 at 6%; with 100% employer match about $195,251 at 4% or $130,168 at 6%.
2004115$3,978,973$251,559$16,771iApproximate average salary by contribution assumption: employee only about $419,265 at 4% or $279,510 at 6%; with 50% employer match about $279,510 at 4% or $186,340 at 6%; with 100% employer match about $209,632 at 4% or $139,755 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-15$3,978,973$251,559$16,771iApproximate average salary by contribution assumption: employee only about $419,265 at 4% or $279,510 at 6%; with 50% employer match about $279,510 at 4% or $186,340 at 6%; with 100% employer match about $209,632 at 4% or $139,755 at 6%.
2003115$3,344,626$250,490$16,699iApproximate average salary by contribution assumption: employee only about $417,483 at 4% or $278,322 at 6%; with 50% employer match about $278,322 at 4% or $185,548 at 6%; with 100% employer match about $208,742 at 4% or $139,161 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-15$3,344,626$250,490$16,699iApproximate average salary by contribution assumption: employee only about $417,483 at 4% or $278,322 at 6%; with 50% employer match about $278,322 at 4% or $185,548 at 6%; with 100% employer match about $208,742 at 4% or $139,161 at 6%.
2002217$2,536,728$230,837$13,579iApproximate average salary by contribution assumption: employee only about $339,466 at 4% or $226,311 at 6%; with 50% employer match about $226,311 at 4% or $150,874 at 6%; with 100% employer match about $169,733 at 4% or $113,155 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-17$2,536,728$230,837$13,579iApproximate average salary by contribution assumption: employee only about $339,466 at 4% or $226,311 at 6%; with 50% employer match about $226,311 at 4% or $150,874 at 6%; with 100% employer match about $169,733 at 4% or $113,155 at 6%.
JEFF MORTENSEN & ASSOCIATES INC DEPENDENT MEDICAL INSURANCE PREMIUM ONLY CAFETERIA PLAN-0---
2001214$2,662,063$211,925$15,138iApproximate average salary by contribution assumption: employee only about $378,438 at 4% or $252,292 at 6%; with 50% employer match about $252,292 at 4% or $168,194 at 6%; with 100% employer match about $189,219 at 4% or $126,146 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-14$2,662,063$118,155$8,440iApproximate average salary by contribution assumption: employee only about $210,991 at 4% or $140,661 at 6%; with 50% employer match about $140,661 at 4% or $93,774 at 6%; with 100% employer match about $105,496 at 4% or $70,330 at 6%.
Jeff Mortensen & Associates Inc. Money Purchase Pension Plan-0-$93,770-
2000117$1,722,810$104,131$6,125iApproximate average salary by contribution assumption: employee only about $153,134 at 4% or $102,089 at 6%; with 50% employer match about $102,089 at 4% or $68,059 at 6%; with 100% employer match about $76,567 at 4% or $51,045 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-17$1,722,810$104,131$6,125iApproximate average salary by contribution assumption: employee only about $153,134 at 4% or $102,089 at 6%; with 50% employer match about $102,089 at 4% or $68,059 at 6%; with 100% employer match about $76,567 at 4% or $51,045 at 6%.
1999217$2,486,467$203,412$11,965iApproximate average salary by contribution assumption: employee only about $299,135 at 4% or $199,424 at 6%; with 50% employer match about $199,424 at 4% or $132,949 at 6%; with 100% employer match about $149,568 at 4% or $99,712 at 6%.
Jeff Mortensen & Associates Inc. Profit Sharing Plan-17$1,470,835$110,047$6,473iApproximate average salary by contribution assumption: employee only about $161,834 at 4% or $107,889 at 6%; with 50% employer match about $107,889 at 4% or $71,926 at 6%; with 100% employer match about $80,917 at 4% or $53,945 at 6%.
Jeff Mortensen & Associates Inc. Money Purchase Pension Plan-17$1,015,632$93,365$5,492iApproximate average salary by contribution assumption: employee only about $137,301 at 4% or $91,534 at 6%; with 50% employer match about $91,534 at 4% or $61,023 at 6%; with 100% employer match about $68,651 at 4% or $45,767 at 6%.