Civic Intelligence

Isaacson & Arfman, P.A.

Plan context: Isaacson & Arfman, P.A. Profit Sharing Plan & Trust

EIN 85-0284997 • Albuquerque, NM • 26 filings • 4 plans

128 Monroe St. NEAlbuquerque, NM 87108
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,537,998

2024 Contributions

$266,490

Historical Graphs

Total Assets Over Time

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

$4,537,998$2,268,999$0199920122024YearValue
$4,537,998Latest year 2024

Participants Over Time

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

1260199920122024YearValue
10Latest year 2024

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
2024110$4,537,998$266,490$26,649iApproximate average salary by contribution assumption: employee only about $666,225 at 4% or $444,150 at 6%; with 50% employer match about $444,150 at 4% or $296,100 at 6%; with 100% employer match about $333,113 at 4% or $222,075 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-10$4,537,998$266,490$26,649iApproximate average salary by contribution assumption: employee only about $666,225 at 4% or $444,150 at 6%; with 50% employer match about $444,150 at 4% or $296,100 at 6%; with 100% employer match about $333,113 at 4% or $222,075 at 6%.
202319$4,208,693$233,166$25,907iApproximate average salary by contribution assumption: employee only about $647,683 at 4% or $431,789 at 6%; with 50% employer match about $431,789 at 4% or $287,859 at 6%; with 100% employer match about $323,842 at 4% or $215,894 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$4,208,693$233,166$25,907iApproximate average salary by contribution assumption: employee only about $647,683 at 4% or $431,789 at 6%; with 50% employer match about $431,789 at 4% or $287,859 at 6%; with 100% employer match about $323,842 at 4% or $215,894 at 6%.
2022110$3,509,776$92,074$9,207iApproximate average salary by contribution assumption: employee only about $230,185 at 4% or $153,457 at 6%; with 50% employer match about $153,457 at 4% or $102,304 at 6%; with 100% employer match about $115,093 at 4% or $76,728 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-10$3,509,776$92,074$9,207iApproximate average salary by contribution assumption: employee only about $230,185 at 4% or $153,457 at 6%; with 50% employer match about $153,457 at 4% or $102,304 at 6%; with 100% employer match about $115,093 at 4% or $76,728 at 6%.
2021110$4,068,147$236,039$23,604iApproximate average salary by contribution assumption: employee only about $590,098 at 4% or $393,398 at 6%; with 50% employer match about $393,398 at 4% or $262,266 at 6%; with 100% employer match about $295,049 at 4% or $196,699 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-10$4,068,147$236,039$23,604iApproximate average salary by contribution assumption: employee only about $590,098 at 4% or $393,398 at 6%; with 50% employer match about $393,398 at 4% or $262,266 at 6%; with 100% employer match about $295,049 at 4% or $196,699 at 6%.
2020110$3,521,567$201,720$20,172iApproximate average salary by contribution assumption: employee only about $504,300 at 4% or $336,200 at 6%; with 50% employer match about $336,200 at 4% or $224,133 at 6%; with 100% employer match about $252,150 at 4% or $168,100 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-10$3,521,567$201,720$20,172iApproximate average salary by contribution assumption: employee only about $504,300 at 4% or $336,200 at 6%; with 50% employer match about $336,200 at 4% or $224,133 at 6%; with 100% employer match about $252,150 at 4% or $168,100 at 6%.
201918$3,081,525$181,330$22,666iApproximate average salary by contribution assumption: employee only about $566,656 at 4% or $377,771 at 6%; with 50% employer match about $377,771 at 4% or $251,847 at 6%; with 100% employer match about $283,328 at 4% or $188,885 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-8$3,081,525$181,330$22,666iApproximate average salary by contribution assumption: employee only about $566,656 at 4% or $377,771 at 6%; with 50% employer match about $377,771 at 4% or $251,847 at 6%; with 100% employer match about $283,328 at 4% or $188,885 at 6%.
201819$2,474,593$194,018$21,558iApproximate average salary by contribution assumption: employee only about $538,939 at 4% or $359,293 at 6%; with 50% employer match about $359,293 at 4% or $239,528 at 6%; with 100% employer match about $269,469 at 4% or $179,646 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$2,474,593$194,018$21,558iApproximate average salary by contribution assumption: employee only about $538,939 at 4% or $359,293 at 6%; with 50% employer match about $359,293 at 4% or $239,528 at 6%; with 100% employer match about $269,469 at 4% or $179,646 at 6%.
2017110$2,973,533$224,302$22,430iApproximate average salary by contribution assumption: employee only about $560,755 at 4% or $373,837 at 6%; with 50% employer match about $373,837 at 4% or $249,224 at 6%; with 100% employer match about $280,378 at 4% or $186,918 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-10$2,973,533$224,302$22,430iApproximate average salary by contribution assumption: employee only about $560,755 at 4% or $373,837 at 6%; with 50% employer match about $373,837 at 4% or $249,224 at 6%; with 100% employer match about $280,378 at 4% or $186,918 at 6%.
201619$2,444,336$175,375$19,486iApproximate average salary by contribution assumption: employee only about $487,153 at 4% or $324,769 at 6%; with 50% employer match about $324,769 at 4% or $216,512 at 6%; with 100% employer match about $243,576 at 4% or $162,384 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$2,444,336$175,375$19,486iApproximate average salary by contribution assumption: employee only about $487,153 at 4% or $324,769 at 6%; with 50% employer match about $324,769 at 4% or $216,512 at 6%; with 100% employer match about $243,576 at 4% or $162,384 at 6%.
201519$2,168,081$110,653$12,295iApproximate average salary by contribution assumption: employee only about $307,369 at 4% or $204,913 at 6%; with 50% employer match about $204,913 at 4% or $136,609 at 6%; with 100% employer match about $153,685 at 4% or $102,456 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$2,168,081$110,653$12,295iApproximate average salary by contribution assumption: employee only about $307,369 at 4% or $204,913 at 6%; with 50% employer match about $204,913 at 4% or $136,609 at 6%; with 100% employer match about $153,685 at 4% or $102,456 at 6%.
201419$2,472,621$63,819$7,091iApproximate average salary by contribution assumption: employee only about $177,275 at 4% or $118,183 at 6%; with 50% employer match about $118,183 at 4% or $78,789 at 6%; with 100% employer match about $88,638 at 4% or $59,092 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$2,472,621$63,819$7,091iApproximate average salary by contribution assumption: employee only about $177,275 at 4% or $118,183 at 6%; with 50% employer match about $118,183 at 4% or $78,789 at 6%; with 100% employer match about $88,638 at 4% or $59,092 at 6%.
201319$2,437,496$39,796$4,422iApproximate average salary by contribution assumption: employee only about $110,544 at 4% or $73,696 at 6%; with 50% employer match about $73,696 at 4% or $49,131 at 6%; with 100% employer match about $55,272 at 4% or $36,848 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$2,437,496$39,796$4,422iApproximate average salary by contribution assumption: employee only about $110,544 at 4% or $73,696 at 6%; with 50% employer match about $73,696 at 4% or $49,131 at 6%; with 100% employer match about $55,272 at 4% or $36,848 at 6%.
201218$2,038,980$35,819$4,477iApproximate average salary by contribution assumption: employee only about $111,934 at 4% or $74,623 at 6%; with 50% employer match about $74,623 at 4% or $49,749 at 6%; with 100% employer match about $55,967 at 4% or $37,311 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-8$2,038,980$35,819$4,477iApproximate average salary by contribution assumption: employee only about $111,934 at 4% or $74,623 at 6%; with 50% employer match about $74,623 at 4% or $49,749 at 6%; with 100% employer match about $55,967 at 4% or $37,311 at 6%.
201119$1,791,580$36,129$4,014iApproximate average salary by contribution assumption: employee only about $100,358 at 4% or $66,906 at 6%; with 50% employer match about $66,906 at 4% or $44,604 at 6%; with 100% employer match about $50,179 at 4% or $33,453 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$1,791,580$36,129$4,014iApproximate average salary by contribution assumption: employee only about $100,358 at 4% or $66,906 at 6%; with 50% employer match about $66,906 at 4% or $44,604 at 6%; with 100% employer match about $50,179 at 4% or $33,453 at 6%.
2010111$1,863,364$38,938$3,540iApproximate average salary by contribution assumption: employee only about $88,495 at 4% or $58,997 at 6%; with 50% employer match about $58,997 at 4% or $39,331 at 6%; with 100% employer match about $44,248 at 4% or $29,498 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-11$1,863,364$38,938$3,540iApproximate average salary by contribution assumption: employee only about $88,495 at 4% or $58,997 at 6%; with 50% employer match about $58,997 at 4% or $39,331 at 6%; with 100% employer match about $44,248 at 4% or $29,498 at 6%.
2009112$2,083,979$0-
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-12$2,083,979$0-
2008112$1,633,875$95,007$7,917iApproximate average salary by contribution assumption: employee only about $197,931 at 4% or $131,954 at 6%; with 50% employer match about $131,954 at 4% or $87,969 at 6%; with 100% employer match about $98,966 at 4% or $65,977 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-12$1,633,875$95,007$7,917iApproximate average salary by contribution assumption: employee only about $197,931 at 4% or $131,954 at 6%; with 50% employer match about $131,954 at 4% or $87,969 at 6%; with 100% employer match about $98,966 at 4% or $65,977 at 6%.
2007111$2,293,244$133,054$12,096iApproximate average salary by contribution assumption: employee only about $302,395 at 4% or $201,597 at 6%; with 50% employer match about $201,597 at 4% or $134,398 at 6%; with 100% employer match about $151,198 at 4% or $100,798 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-11$2,293,244$133,054$12,096iApproximate average salary by contribution assumption: employee only about $302,395 at 4% or $201,597 at 6%; with 50% employer match about $201,597 at 4% or $134,398 at 6%; with 100% employer match about $151,198 at 4% or $100,798 at 6%.
2006111$2,101,127$108,479$9,862iApproximate average salary by contribution assumption: employee only about $246,543 at 4% or $164,362 at 6%; with 50% employer match about $164,362 at 4% or $109,575 at 6%; with 100% employer match about $123,272 at 4% or $82,181 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-11$2,101,127$108,479$9,862iApproximate average salary by contribution assumption: employee only about $246,543 at 4% or $164,362 at 6%; with 50% employer match about $164,362 at 4% or $109,575 at 6%; with 100% employer match about $123,272 at 4% or $82,181 at 6%.
2005111$1,767,322$114,675$10,425iApproximate average salary by contribution assumption: employee only about $260,625 at 4% or $173,750 at 6%; with 50% employer match about $173,750 at 4% or $115,833 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-11$1,767,322$114,675$10,425iApproximate average salary by contribution assumption: employee only about $260,625 at 4% or $173,750 at 6%; with 50% employer match about $173,750 at 4% or $115,833 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%.
200419$1,573,928$105,444$11,716iApproximate average salary by contribution assumption: employee only about $292,900 at 4% or $195,267 at 6%; with 50% employer match about $195,267 at 4% or $130,178 at 6%; with 100% employer match about $146,450 at 4% or $97,633 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$1,573,928$105,444$11,716iApproximate average salary by contribution assumption: employee only about $292,900 at 4% or $195,267 at 6%; with 50% employer match about $195,267 at 4% or $130,178 at 6%; with 100% employer match about $146,450 at 4% or $97,633 at 6%.
200318$1,343,192$108,786$13,598iApproximate average salary by contribution assumption: employee only about $339,956 at 4% or $226,638 at 6%; with 50% employer match about $226,638 at 4% or $151,092 at 6%; with 100% employer match about $169,978 at 4% or $113,319 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-8$1,343,192$108,786$13,598iApproximate average salary by contribution assumption: employee only about $339,956 at 4% or $226,638 at 6%; with 50% employer match about $226,638 at 4% or $151,092 at 6%; with 100% employer match about $169,978 at 4% or $113,319 at 6%.
200219$996,013$84,146$9,350iApproximate average salary by contribution assumption: employee only about $233,739 at 4% or $155,826 at 6%; with 50% employer match about $155,826 at 4% or $103,884 at 6%; with 100% employer match about $116,869 at 4% or $77,913 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$996,013$84,146$9,350iApproximate average salary by contribution assumption: employee only about $233,739 at 4% or $155,826 at 6%; with 50% employer match about $155,826 at 4% or $103,884 at 6%; with 100% employer match about $116,869 at 4% or $77,913 at 6%.
2001110$1,045,707$67,730$6,773iApproximate average salary by contribution assumption: employee only about $169,325 at 4% or $112,883 at 6%; with 50% employer match about $112,883 at 4% or $75,256 at 6%; with 100% employer match about $84,663 at 4% or $56,442 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-10$1,045,707$67,730$6,773iApproximate average salary by contribution assumption: employee only about $169,325 at 4% or $112,883 at 6%; with 50% employer match about $112,883 at 4% or $75,256 at 6%; with 100% employer match about $84,663 at 4% or $56,442 at 6%.
200019$1,152,940$61,875$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-9$1,152,940$61,875$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
1999110$1,163,210$96,370$9,637iApproximate average salary by contribution assumption: employee only about $240,925 at 4% or $160,617 at 6%; with 50% employer match about $160,617 at 4% or $107,078 at 6%; with 100% employer match about $120,463 at 4% or $80,308 at 6%.
Isaacson & Arfman, P.A. Profit Sharing Plan & Trust-10$1,163,210$96,370$9,637iApproximate average salary by contribution assumption: employee only about $240,925 at 4% or $160,617 at 6%; with 50% employer match about $160,617 at 4% or $107,078 at 6%; with 100% employer match about $120,463 at 4% or $80,308 at 6%.