Patrick a. Casey, P.A.
Plan context: Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust
EIN 85-0276477 • Santa Fe, NM • 16 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$1,010,896
2017 Contributions
$55,000
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 0 | $0 | - | - |
| 2016 | 1 | 2 | $1,010,896 | $55,000 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 2 | $1,010,896 | $55,000 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| 2015 | 1 | 2 | $925,545 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 2 | $925,545 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2014 | 1 | 2 | $964,600 | $230,000 | $115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%. |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 2 | $964,600 | $230,000 | $115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%. |
| 2010 | 1 | 1 | $448,006 | $0 | - |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 1 | $448,006 | - | - |
| 2009 | 1 | 1 | $557,045 | $0 | - |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 1 | $557,045 | - | - |
| 2008 | 1 | 1 | $467,842 | $72,500 | $72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%. |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 1 | $467,842 | $72,500 | $72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 1 | - | - | - |
| 2006 | 1 | 2 | $478,629 | $35,054 | $17,527iApproximate average salary by contribution assumption: employee only about $438,175 at 4% or $292,117 at 6%; with 50% employer match about $292,117 at 4% or $194,744 at 6%; with 100% employer match about $219,088 at 4% or $146,058 at 6%. |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 2 | $478,629 | $35,054 | $17,527iApproximate average salary by contribution assumption: employee only about $438,175 at 4% or $292,117 at 6%; with 50% employer match about $292,117 at 4% or $194,744 at 6%; with 100% employer match about $219,088 at 4% or $146,058 at 6%. |
| 2005 | 1 | 1 | $421,617 | $32,896 | $32,896iApproximate average salary by contribution assumption: employee only about $822,400 at 4% or $548,267 at 6%; with 50% employer match about $548,267 at 4% or $365,511 at 6%; with 100% employer match about $411,200 at 4% or $274,133 at 6%. |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 1 | $421,617 | $32,896 | $32,896iApproximate average salary by contribution assumption: employee only about $822,400 at 4% or $548,267 at 6%; with 50% employer match about $548,267 at 4% or $365,511 at 6%; with 100% employer match about $411,200 at 4% or $274,133 at 6%. |
| 2004 | 1 | 2 | $412,276 | $50,256 | $25,128iApproximate average salary by contribution assumption: employee only about $628,200 at 4% or $418,800 at 6%; with 50% employer match about $418,800 at 4% or $279,200 at 6%; with 100% employer match about $314,100 at 4% or $209,400 at 6%. |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 2 | $412,276 | $50,256 | $25,128iApproximate average salary by contribution assumption: employee only about $628,200 at 4% or $418,800 at 6%; with 50% employer match about $418,800 at 4% or $279,200 at 6%; with 100% employer match about $314,100 at 4% or $209,400 at 6%. |
| 2003 | 1 | 3 | $332,343 | $25,713 | $8,571iApproximate average salary by contribution assumption: employee only about $214,275 at 4% or $142,850 at 6%; with 50% employer match about $142,850 at 4% or $95,233 at 6%; with 100% employer match about $107,138 at 4% or $71,425 at 6%. |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 3 | $332,343 | $25,713 | $8,571iApproximate average salary by contribution assumption: employee only about $214,275 at 4% or $142,850 at 6%; with 50% employer match about $142,850 at 4% or $95,233 at 6%; with 100% employer match about $107,138 at 4% or $71,425 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 4 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 3 | - | - | - |
| 1999 | 1 | 4 | $213,064 | $0 | - |
| Patrick a. Casey, P.A. Defined Benefit Pension Plan and Trust | - | 4 | $213,064 | - | - |