Sturm & Associates, Cpas PC.
Plan context: Sturm & Associates, Cpas PC. Profit Sharing Plan
EIN 85-0407857 • Santa Fe, NM • 24 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$629,339
2019 Contributions
$65,000
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 3 | $629,339 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 3 | $629,339 | $0 | - |
| 2017 | 1 | 3 | $679,371 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 3 | $679,371 | $0 | - |
| 2016 | 1 | 3 | $604,647 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 3 | $604,647 | $0 | - |
| 2015 | 1 | 5 | $686,258 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $686,258 | $0 | - |
| 2014 | 1 | 5 | $786,093 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $786,093 | $0 | - |
| 2013 | 1 | 5 | $724,301 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $724,301 | $0 | - |
| 2012 | 1 | 5 | $595,558 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $595,558 | $0 | - |
| 2011 | 1 | 5 | $570,879 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $570,879 | $0 | - |
| 2010 | 1 | 5 | $571,119 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $571,119 | $0 | - |
| 2009 | 1 | 5 | $522,596 | $0 | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $522,596 | $0 | - |
| 2008 | 1 | 4 | $426,104 | $65,000 | $16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 4 | $426,104 | $65,000 | $16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%. |
| 2007 | 1 | 4 | $601,914 | $65,668 | $16,417iApproximate average salary by contribution assumption: employee only about $410,425 at 4% or $273,617 at 6%; with 50% employer match about $273,617 at 4% or $182,411 at 6%; with 100% employer match about $205,213 at 4% or $136,808 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 4 | $601,914 | $65,668 | $16,417iApproximate average salary by contribution assumption: employee only about $410,425 at 4% or $273,617 at 6%; with 50% employer match about $273,617 at 4% or $182,411 at 6%; with 100% employer match about $205,213 at 4% or $136,808 at 6%. |
| 2006 | 1 | 2 | $1,005,626 | $110,579 | $55,290iApproximate average salary by contribution assumption: employee only about $1,382,238 at 4% or $921,492 at 6%; with 50% employer match about $921,492 at 4% or $614,328 at 6%; with 100% employer match about $691,119 at 4% or $460,746 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 2 | $1,005,626 | $110,579 | $55,290iApproximate average salary by contribution assumption: employee only about $1,382,238 at 4% or $921,492 at 6%; with 50% employer match about $921,492 at 4% or $614,328 at 6%; with 100% employer match about $691,119 at 4% or $460,746 at 6%. |
| 2005 | 1 | 5 | $803,786 | $116,402 | $23,280iApproximate average salary by contribution assumption: employee only about $582,010 at 4% or $388,007 at 6%; with 50% employer match about $388,007 at 4% or $258,671 at 6%; with 100% employer match about $291,005 at 4% or $194,003 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $803,786 | $116,402 | $23,280iApproximate average salary by contribution assumption: employee only about $582,010 at 4% or $388,007 at 6%; with 50% employer match about $388,007 at 4% or $258,671 at 6%; with 100% employer match about $291,005 at 4% or $194,003 at 6%. |
| 2004 | 1 | 6 | $713,667 | $110,254 | $18,376iApproximate average salary by contribution assumption: employee only about $459,392 at 4% or $306,261 at 6%; with 50% employer match about $306,261 at 4% or $204,174 at 6%; with 100% employer match about $229,696 at 4% or $153,131 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 6 | $713,667 | $110,254 | $18,376iApproximate average salary by contribution assumption: employee only about $459,392 at 4% or $306,261 at 6%; with 50% employer match about $306,261 at 4% or $204,174 at 6%; with 100% employer match about $229,696 at 4% or $153,131 at 6%. |
| 2003 | 1 | 5 | $510,592 | $83,658 | $16,732iApproximate average salary by contribution assumption: employee only about $418,290 at 4% or $278,860 at 6%; with 50% employer match about $278,860 at 4% or $185,907 at 6%; with 100% employer match about $209,145 at 4% or $139,430 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $510,592 | $83,658 | $16,732iApproximate average salary by contribution assumption: employee only about $418,290 at 4% or $278,860 at 6%; with 50% employer match about $278,860 at 4% or $185,907 at 6%; with 100% employer match about $209,145 at 4% or $139,430 at 6%. |
| 2002 | 2 | 6 | $343,173 | $165,925 | $27,654iApproximate average salary by contribution assumption: employee only about $691,354 at 4% or $460,903 at 6%; with 50% employer match about $460,903 at 4% or $307,269 at 6%; with 100% employer match about $345,677 at 4% or $230,451 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 6 | $343,173 | $165,925 | $27,654iApproximate average salary by contribution assumption: employee only about $691,354 at 4% or $460,903 at 6%; with 50% employer match about $460,903 at 4% or $307,269 at 6%; with 100% employer match about $345,677 at 4% or $230,451 at 6%. |
| STURM & ASSOCIATES, CPAS, P.C. MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2001 | 2 | 6 | $59,018 | $41,182 | $6,864iApproximate average salary by contribution assumption: employee only about $171,592 at 4% or $114,394 at 6%; with 50% employer match about $114,394 at 4% or $76,263 at 6%; with 100% employer match about $85,796 at 4% or $57,197 at 6%. |
| STURM & ASSOCIATES, CPAS, P.C. MONEY PURCHASE PLAN | - | 5 | $59,018 | $41,182 | $8,236iApproximate average salary by contribution assumption: employee only about $205,910 at 4% or $137,273 at 6%; with 50% employer match about $137,273 at 4% or $91,516 at 6%; with 100% employer match about $102,955 at 4% or $68,637 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| STURM & ASSOCIATES, CPAS, P.C. MONEY PURCHASE PLAN | - | 3 | - | - | - |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 5 | $214,223 | $52,414 | $10,483iApproximate average salary by contribution assumption: employee only about $262,070 at 4% or $174,713 at 6%; with 50% employer match about $174,713 at 4% or $116,476 at 6%; with 100% employer match about $131,035 at 4% or $87,357 at 6%. |
| Sturm & Associates, Cpas PC. Profit Sharing Plan | - | 5 | $214,223 | $52,414 | $10,483iApproximate average salary by contribution assumption: employee only about $262,070 at 4% or $174,713 at 6%; with 50% employer match about $174,713 at 4% or $116,476 at 6%; with 100% employer match about $131,035 at 4% or $87,357 at 6%. |