Civic Intelligence

CASA ESPERANZA

Plan context: CASA ESPERANZA 401(K) PROFIT SHARING PLAN

EIN 85-0356946 • Albuquerque, NM • 16 filings • 3 plans

1005 Yale Blvd NEAlbuquerque, NM 87106-3825
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$325,550

2024 Contributions

$26,233

Historical Graphs

Total Assets Over Time

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

$336,703$168,352$0200920172024YearValue
$325,550Latest year 2024

Participants Over Time

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

23120200920172024YearValue
12Latest 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
2024112$325,550$26,233$2,186iApproximate average salary by contribution assumption: employee only about $54,652 at 4% or $36,435 at 6%; with 50% employer match about $36,435 at 4% or $24,290 at 6%; with 100% employer match about $27,326 at 4% or $18,217 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-12$325,550$26,233$2,186iApproximate average salary by contribution assumption: employee only about $54,652 at 4% or $36,435 at 6%; with 50% employer match about $36,435 at 4% or $24,290 at 6%; with 100% employer match about $27,326 at 4% or $18,217 at 6%.
2023112$293,124$16,444$1,370iApproximate average salary by contribution assumption: employee only about $34,258 at 4% or $22,839 at 6%; with 50% employer match about $22,839 at 4% or $15,226 at 6%; with 100% employer match about $17,129 at 4% or $11,419 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-12$293,124$16,444$1,370iApproximate average salary by contribution assumption: employee only about $34,258 at 4% or $22,839 at 6%; with 50% employer match about $22,839 at 4% or $15,226 at 6%; with 100% employer match about $17,129 at 4% or $11,419 at 6%.
2022114$283,308$65,208$4,658iApproximate average salary by contribution assumption: employee only about $116,443 at 4% or $77,629 at 6%; with 50% employer match about $77,629 at 4% or $51,752 at 6%; with 100% employer match about $58,221 at 4% or $38,814 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-14$283,308$65,208$4,658iApproximate average salary by contribution assumption: employee only about $116,443 at 4% or $77,629 at 6%; with 50% employer match about $77,629 at 4% or $51,752 at 6%; with 100% employer match about $58,221 at 4% or $38,814 at 6%.
2021116$336,703$24,848$1,553iApproximate average salary by contribution assumption: employee only about $38,825 at 4% or $25,883 at 6%; with 50% employer match about $25,883 at 4% or $17,256 at 6%; with 100% employer match about $19,413 at 4% or $12,942 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-16$336,703$24,848$1,553iApproximate average salary by contribution assumption: employee only about $38,825 at 4% or $25,883 at 6%; with 50% employer match about $25,883 at 4% or $17,256 at 6%; with 100% employer match about $19,413 at 4% or $12,942 at 6%.
2020117$309,451$30,993$1,823iApproximate average salary by contribution assumption: employee only about $45,578 at 4% or $30,385 at 6%; with 50% employer match about $30,385 at 4% or $20,257 at 6%; with 100% employer match about $22,789 at 4% or $15,193 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-17$309,451$30,993$1,823iApproximate average salary by contribution assumption: employee only about $45,578 at 4% or $30,385 at 6%; with 50% employer match about $30,385 at 4% or $20,257 at 6%; with 100% employer match about $22,789 at 4% or $15,193 at 6%.
2019118$301,204$29,621$1,646iApproximate average salary by contribution assumption: employee only about $41,140 at 4% or $27,427 at 6%; with 50% employer match about $27,427 at 4% or $18,285 at 6%; with 100% employer match about $20,570 at 4% or $13,713 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-18$301,204$29,621$1,646iApproximate average salary by contribution assumption: employee only about $41,140 at 4% or $27,427 at 6%; with 50% employer match about $27,427 at 4% or $18,285 at 6%; with 100% employer match about $20,570 at 4% or $13,713 at 6%.
2018117$302,945$30,611$1,801iApproximate average salary by contribution assumption: employee only about $45,016 at 4% or $30,011 at 6%; with 50% employer match about $30,011 at 4% or $20,007 at 6%; with 100% employer match about $22,508 at 4% or $15,005 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-17$302,945$30,611$1,801iApproximate average salary by contribution assumption: employee only about $45,016 at 4% or $30,011 at 6%; with 50% employer match about $30,011 at 4% or $20,007 at 6%; with 100% employer match about $22,508 at 4% or $15,005 at 6%.
2017116$293,803$38,467$2,404iApproximate average salary by contribution assumption: employee only about $60,105 at 4% or $40,070 at 6%; with 50% employer match about $40,070 at 4% or $26,713 at 6%; with 100% employer match about $30,052 at 4% or $20,035 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-16$293,803$38,467$2,404iApproximate average salary by contribution assumption: employee only about $60,105 at 4% or $40,070 at 6%; with 50% employer match about $40,070 at 4% or $26,713 at 6%; with 100% employer match about $30,052 at 4% or $20,035 at 6%.
2016114$220,249$86,864$6,205iApproximate average salary by contribution assumption: employee only about $155,114 at 4% or $103,410 at 6%; with 50% employer match about $103,410 at 4% or $68,940 at 6%; with 100% employer match about $77,557 at 4% or $51,705 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-14$220,249$86,864$6,205iApproximate average salary by contribution assumption: employee only about $155,114 at 4% or $103,410 at 6%; with 50% employer match about $103,410 at 4% or $68,940 at 6%; with 100% employer match about $77,557 at 4% or $51,705 at 6%.
2015114$130,871$54,944$3,925iApproximate average salary by contribution assumption: employee only about $98,114 at 4% or $65,410 at 6%; with 50% employer match about $65,410 at 4% or $43,606 at 6%; with 100% employer match about $49,057 at 4% or $32,705 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-14$130,871$54,944$3,925iApproximate average salary by contribution assumption: employee only about $98,114 at 4% or $65,410 at 6%; with 50% employer match about $65,410 at 4% or $43,606 at 6%; with 100% employer match about $49,057 at 4% or $32,705 at 6%.
2014113$182,359$40,974$3,152iApproximate average salary by contribution assumption: employee only about $78,796 at 4% or $52,531 at 6%; with 50% employer match about $52,531 at 4% or $35,021 at 6%; with 100% employer match about $39,398 at 4% or $26,265 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-13$182,359$40,974$3,152iApproximate average salary by contribution assumption: employee only about $78,796 at 4% or $52,531 at 6%; with 50% employer match about $52,531 at 4% or $35,021 at 6%; with 100% employer match about $39,398 at 4% or $26,265 at 6%.
2013113$171,890$166,748$12,827iApproximate average salary by contribution assumption: employee only about $320,669 at 4% or $213,779 at 6%; with 50% employer match about $213,779 at 4% or $142,520 at 6%; with 100% employer match about $160,335 at 4% or $106,890 at 6%.
CASA ESPERANZA 401(K) PROFIT SHARING PLAN-13$171,890$166,748$12,827iApproximate average salary by contribution assumption: employee only about $320,669 at 4% or $213,779 at 6%; with 50% employer match about $213,779 at 4% or $142,520 at 6%; with 100% employer match about $160,335 at 4% or $106,890 at 6%.
2012121$331,899$62,178$2,961iApproximate average salary by contribution assumption: employee only about $74,021 at 4% or $49,348 at 6%; with 50% employer match about $49,348 at 4% or $32,898 at 6%; with 100% employer match about $37,011 at 4% or $24,674 at 6%.
403(B) THRIFT PLAN OF CASA ESPERANZA-21$331,899$62,178$2,961iApproximate average salary by contribution assumption: employee only about $74,021 at 4% or $49,348 at 6%; with 50% employer match about $49,348 at 4% or $32,898 at 6%; with 100% employer match about $37,011 at 4% or $24,674 at 6%.
2011123$329,159$68,641$2,984iApproximate average salary by contribution assumption: employee only about $74,610 at 4% or $49,740 at 6%; with 50% employer match about $49,740 at 4% or $33,160 at 6%; with 100% employer match about $37,305 at 4% or $24,870 at 6%.
403(B) THRIFT PLAN OF CASA ESPERANZA-23$329,159$68,641$2,984iApproximate average salary by contribution assumption: employee only about $74,610 at 4% or $49,740 at 6%; with 50% employer match about $49,740 at 4% or $33,160 at 6%; with 100% employer match about $37,305 at 4% or $24,870 at 6%.
2010120$313,119$73,512$3,676iApproximate average salary by contribution assumption: employee only about $91,890 at 4% or $61,260 at 6%; with 50% employer match about $61,260 at 4% or $40,840 at 6%; with 100% employer match about $45,945 at 4% or $30,630 at 6%.
403(B) THRIFT PLAN OF CASA ESPERANZA-20$313,119$73,512$3,676iApproximate average salary by contribution assumption: employee only about $91,890 at 4% or $61,260 at 6%; with 50% employer match about $61,260 at 4% or $40,840 at 6%; with 100% employer match about $45,945 at 4% or $30,630 at 6%.
2009120$226,541$56,172$2,809iApproximate average salary by contribution assumption: employee only about $70,215 at 4% or $46,810 at 6%; with 50% employer match about $46,810 at 4% or $31,207 at 6%; with 100% employer match about $35,108 at 4% or $23,405 at 6%.
403 (B) THRIFT PLAN OF CASA ESPERANZA-20$226,541$56,172$2,809iApproximate average salary by contribution assumption: employee only about $70,215 at 4% or $46,810 at 6%; with 50% employer match about $46,810 at 4% or $31,207 at 6%; with 100% employer match about $35,108 at 4% or $23,405 at 6%.