Civic Intelligence

John Varner

Plan context: Santa Fe Waldorf Defined Contribution Plan 403(B)

EIN 85-0326580 • Santa Fe, NM • 24 filings • 4 plans

View Related Profile

26 Puesta Del SolSanta Fe, NM 87508
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$1,509,853

2024 Contributions

$66,332

Historical Graphs

Total Assets Over Time

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

$2,267,277$1,133,639$0200920172024YearValue
$1,509,853Latest year 2024

Participants Over Time

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

77390200920172024YearValue
45Latest 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
2024145$1,509,853$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-45$1,509,853--
2023160$1,879,974$66,332$1,106iApproximate average salary by contribution assumption: employee only about $27,638 at 4% or $18,426 at 6%; with 50% employer match about $18,426 at 4% or $12,284 at 6%; with 100% employer match about $13,819 at 4% or $9,213 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-60$1,879,974$66,332$1,106iApproximate average salary by contribution assumption: employee only about $27,638 at 4% or $18,426 at 6%; with 50% employer match about $18,426 at 4% or $12,284 at 6%; with 100% employer match about $13,819 at 4% or $9,213 at 6%.
2022153$1,817,370$126,100$2,379iApproximate average salary by contribution assumption: employee only about $59,481 at 4% or $39,654 at 6%; with 50% employer match about $39,654 at 4% or $26,436 at 6%; with 100% employer match about $29,741 at 4% or $19,827 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-53$1,817,370$126,100$2,379iApproximate average salary by contribution assumption: employee only about $59,481 at 4% or $39,654 at 6%; with 50% employer match about $39,654 at 4% or $26,436 at 6%; with 100% employer match about $29,741 at 4% or $19,827 at 6%.
2021154$2,267,277$175,932$3,258iApproximate average salary by contribution assumption: employee only about $81,450 at 4% or $54,300 at 6%; with 50% employer match about $54,300 at 4% or $36,200 at 6%; with 100% employer match about $40,725 at 4% or $27,150 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-54$2,267,277$175,932$3,258iApproximate average salary by contribution assumption: employee only about $81,450 at 4% or $54,300 at 6%; with 50% employer match about $54,300 at 4% or $36,200 at 6%; with 100% employer match about $40,725 at 4% or $27,150 at 6%.
2020149$2,086,297$96,835$1,976iApproximate average salary by contribution assumption: employee only about $49,406 at 4% or $32,937 at 6%; with 50% employer match about $32,937 at 4% or $21,958 at 6%; with 100% employer match about $24,703 at 4% or $16,469 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-49$2,086,297$96,835$1,976iApproximate average salary by contribution assumption: employee only about $49,406 at 4% or $32,937 at 6%; with 50% employer match about $32,937 at 4% or $21,958 at 6%; with 100% employer match about $24,703 at 4% or $16,469 at 6%.
2019148$1,827,526$117,675$2,452iApproximate average salary by contribution assumption: employee only about $61,289 at 4% or $40,859 at 6%; with 50% employer match about $40,859 at 4% or $27,240 at 6%; with 100% employer match about $30,645 at 4% or $20,430 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-48$1,827,526$117,675$2,452iApproximate average salary by contribution assumption: employee only about $61,289 at 4% or $40,859 at 6%; with 50% employer match about $40,859 at 4% or $27,240 at 6%; with 100% employer match about $30,645 at 4% or $20,430 at 6%.
2018163$1,606,713$70,386$1,117iApproximate average salary by contribution assumption: employee only about $27,931 at 4% or $18,621 at 6%; with 50% employer match about $18,621 at 4% or $12,414 at 6%; with 100% employer match about $13,965 at 4% or $9,310 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-63$1,606,713$70,386$1,117iApproximate average salary by contribution assumption: employee only about $27,931 at 4% or $18,621 at 6%; with 50% employer match about $18,621 at 4% or $12,414 at 6%; with 100% employer match about $13,965 at 4% or $9,310 at 6%.
2017165$1,958,878$77,488$1,192iApproximate average salary by contribution assumption: employee only about $29,803 at 4% or $19,869 at 6%; with 50% employer match about $19,869 at 4% or $13,246 at 6%; with 100% employer match about $14,902 at 4% or $9,934 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-65$1,958,878$77,488$1,192iApproximate average salary by contribution assumption: employee only about $29,803 at 4% or $19,869 at 6%; with 50% employer match about $19,869 at 4% or $13,246 at 6%; with 100% employer match about $14,902 at 4% or $9,934 at 6%.
2016164$1,722,806$71,844$1,123iApproximate average salary by contribution assumption: employee only about $28,064 at 4% or $18,709 at 6%; with 50% employer match about $18,709 at 4% or $12,473 at 6%; with 100% employer match about $14,032 at 4% or $9,355 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-64$1,722,806$71,844$1,123iApproximate average salary by contribution assumption: employee only about $28,064 at 4% or $18,709 at 6%; with 50% employer match about $18,709 at 4% or $12,473 at 6%; with 100% employer match about $14,032 at 4% or $9,355 at 6%.
2015170$1,678,093$128,889$1,841iApproximate average salary by contribution assumption: employee only about $46,032 at 4% or $30,688 at 6%; with 50% employer match about $30,688 at 4% or $20,459 at 6%; with 100% employer match about $23,016 at 4% or $15,344 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-70$1,678,093$128,889$1,841iApproximate average salary by contribution assumption: employee only about $46,032 at 4% or $30,688 at 6%; with 50% employer match about $30,688 at 4% or $20,459 at 6%; with 100% employer match about $23,016 at 4% or $15,344 at 6%.
2014174$1,695,649$72,098$974iApproximate average salary by contribution assumption: employee only about $24,357 at 4% or $16,238 at 6%; with 50% employer match about $16,238 at 4% or $10,826 at 6%; with 100% employer match about $12,179 at 4% or $8,119 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-74$1,695,649$72,098$974iApproximate average salary by contribution assumption: employee only about $24,357 at 4% or $16,238 at 6%; with 50% employer match about $16,238 at 4% or $10,826 at 6%; with 100% employer match about $12,179 at 4% or $8,119 at 6%.
2013175$1,537,324$74,027$987iApproximate average salary by contribution assumption: employee only about $24,676 at 4% or $16,450 at 6%; with 50% employer match about $16,450 at 4% or $10,967 at 6%; with 100% employer match about $12,338 at 4% or $8,225 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-75$1,537,324$74,027$987iApproximate average salary by contribution assumption: employee only about $24,676 at 4% or $16,450 at 6%; with 50% employer match about $16,450 at 4% or $10,967 at 6%; with 100% employer match about $12,338 at 4% or $8,225 at 6%.
2012177$1,285,690$139,937$1,817iApproximate average salary by contribution assumption: employee only about $45,434 at 4% or $30,289 at 6%; with 50% employer match about $30,289 at 4% or $20,193 at 6%; with 100% employer match about $22,717 at 4% or $15,145 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-77$1,285,690$139,937$1,817iApproximate average salary by contribution assumption: employee only about $45,434 at 4% or $30,289 at 6%; with 50% employer match about $30,289 at 4% or $20,193 at 6%; with 100% employer match about $22,717 at 4% or $15,145 at 6%.
2011169$1,036,252$87,408$1,267iApproximate average salary by contribution assumption: employee only about $31,670 at 4% or $21,113 at 6%; with 50% employer match about $21,113 at 4% or $14,075 at 6%; with 100% employer match about $15,835 at 4% or $10,557 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-69$1,036,252$87,408$1,267iApproximate average salary by contribution assumption: employee only about $31,670 at 4% or $21,113 at 6%; with 50% employer match about $21,113 at 4% or $14,075 at 6%; with 100% employer match about $15,835 at 4% or $10,557 at 6%.
2010170$963,116$119,894$1,713iApproximate average salary by contribution assumption: employee only about $42,819 at 4% or $28,546 at 6%; with 50% employer match about $28,546 at 4% or $19,031 at 6%; with 100% employer match about $21,410 at 4% or $14,273 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-70$963,116$119,894$1,713iApproximate average salary by contribution assumption: employee only about $42,819 at 4% or $28,546 at 6%; with 50% employer match about $28,546 at 4% or $19,031 at 6%; with 100% employer match about $21,410 at 4% or $14,273 at 6%.
2009170$779,630$128,227$1,832iApproximate average salary by contribution assumption: employee only about $45,795 at 4% or $30,530 at 6%; with 50% employer match about $30,530 at 4% or $20,353 at 6%; with 100% employer match about $22,898 at 4% or $15,265 at 6%.
Santa Fe Waldorf Defined Contribution Plan 403(B)-70$779,630$128,227$1,832iApproximate average salary by contribution assumption: employee only about $45,795 at 4% or $30,530 at 6%; with 50% employer match about $30,530 at 4% or $20,353 at 6%; with 100% employer match about $22,898 at 4% or $15,265 at 6%.
200810$0$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-0---
200710$0$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-0---
200610$0$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-0---
200510$0$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-0---
200410$0$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-0---
200310$0$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-0---
200210$0$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-0---
200110$0$0-
Santa Fe Waldorf Defined Contribution Plan 403(B)-0---