Civic Intelligence

Avalon Trust Company

Plan context: Avalon Trust Company 401(K) Profit Sharing Plan

EIN 85-0445928 • Santa Fe, NM • 16 filings • 2 plans

125 Lincoln AveSte 301Santa Fe, NM 87501
Current Snapshot

Latest Year

2022

2022 Participants

13

2022 Assets

$10,271,833

2022 Contributions

$368,218

Historical Graphs

Total Assets Over Time

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

$10,271,833$5,135,917$0200720152021YearValue
$10,271,833Latest year 2021

Participants Over Time

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

1580200720142021YearValue
13Latest year 2021

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
202210$0$368,218-
Avalon Trust Company 401(K) Profit Sharing Plan-0-$368,218-
2021113$10,271,833$508,448$39,111iApproximate average salary by contribution assumption: employee only about $977,785 at 4% or $651,856 at 6%; with 50% employer match about $651,856 at 4% or $434,571 at 6%; with 100% employer match about $488,892 at 4% or $325,928 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-13$10,271,833$508,448$39,111iApproximate average salary by contribution assumption: employee only about $977,785 at 4% or $651,856 at 6%; with 50% employer match about $651,856 at 4% or $434,571 at 6%; with 100% employer match about $488,892 at 4% or $325,928 at 6%.
2020115$8,187,945$493,137$32,876iApproximate average salary by contribution assumption: employee only about $821,895 at 4% or $547,930 at 6%; with 50% employer match about $547,930 at 4% or $365,287 at 6%; with 100% employer match about $410,948 at 4% or $273,965 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-15$8,187,945$493,137$32,876iApproximate average salary by contribution assumption: employee only about $821,895 at 4% or $547,930 at 6%; with 50% employer match about $547,930 at 4% or $365,287 at 6%; with 100% employer match about $410,948 at 4% or $273,965 at 6%.
2019115$6,596,365$426,108$28,407iApproximate average salary by contribution assumption: employee only about $710,180 at 4% or $473,453 at 6%; with 50% employer match about $473,453 at 4% or $315,636 at 6%; with 100% employer match about $355,090 at 4% or $236,727 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-15$6,596,365$426,108$28,407iApproximate average salary by contribution assumption: employee only about $710,180 at 4% or $473,453 at 6%; with 50% employer match about $473,453 at 4% or $315,636 at 6%; with 100% employer match about $355,090 at 4% or $236,727 at 6%.
2018115$4,938,240$553,486$36,899iApproximate average salary by contribution assumption: employee only about $922,477 at 4% or $614,984 at 6%; with 50% employer match about $614,984 at 4% or $409,990 at 6%; with 100% employer match about $461,238 at 4% or $307,492 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-15$4,938,240$553,486$36,899iApproximate average salary by contribution assumption: employee only about $922,477 at 4% or $614,984 at 6%; with 50% employer match about $614,984 at 4% or $409,990 at 6%; with 100% employer match about $461,238 at 4% or $307,492 at 6%.
2017114$4,808,476$366,250$26,161iApproximate average salary by contribution assumption: employee only about $654,018 at 4% or $436,012 at 6%; with 50% employer match about $436,012 at 4% or $290,675 at 6%; with 100% employer match about $327,009 at 4% or $218,006 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-14$4,808,476$366,250$26,161iApproximate average salary by contribution assumption: employee only about $654,018 at 4% or $436,012 at 6%; with 50% employer match about $436,012 at 4% or $290,675 at 6%; with 100% employer match about $327,009 at 4% or $218,006 at 6%.
2016112$3,783,504$303,111$25,259iApproximate average salary by contribution assumption: employee only about $631,481 at 4% or $420,988 at 6%; with 50% employer match about $420,988 at 4% or $280,658 at 6%; with 100% employer match about $315,741 at 4% or $210,494 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-12$3,783,504$303,111$25,259iApproximate average salary by contribution assumption: employee only about $631,481 at 4% or $420,988 at 6%; with 50% employer match about $420,988 at 4% or $280,658 at 6%; with 100% employer match about $315,741 at 4% or $210,494 at 6%.
201519$3,770,434$284,372$31,597iApproximate average salary by contribution assumption: employee only about $789,922 at 4% or $526,615 at 6%; with 50% employer match about $526,615 at 4% or $351,077 at 6%; with 100% employer match about $394,961 at 4% or $263,307 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-9$3,770,434$284,372$31,597iApproximate average salary by contribution assumption: employee only about $789,922 at 4% or $526,615 at 6%; with 50% employer match about $526,615 at 4% or $351,077 at 6%; with 100% employer match about $394,961 at 4% or $263,307 at 6%.
201419$3,540,362$276,357$30,706iApproximate average salary by contribution assumption: employee only about $767,658 at 4% or $511,772 at 6%; with 50% employer match about $511,772 at 4% or $341,181 at 6%; with 100% employer match about $383,829 at 4% or $255,886 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-9$3,540,362$276,357$30,706iApproximate average salary by contribution assumption: employee only about $767,658 at 4% or $511,772 at 6%; with 50% employer match about $511,772 at 4% or $341,181 at 6%; with 100% employer match about $383,829 at 4% or $255,886 at 6%.
201319$3,107,177$262,514$29,168iApproximate average salary by contribution assumption: employee only about $729,206 at 4% or $486,137 at 6%; with 50% employer match about $486,137 at 4% or $324,091 at 6%; with 100% employer match about $364,603 at 4% or $243,069 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-9$3,107,177$262,514$29,168iApproximate average salary by contribution assumption: employee only about $729,206 at 4% or $486,137 at 6%; with 50% employer match about $486,137 at 4% or $324,091 at 6%; with 100% employer match about $364,603 at 4% or $243,069 at 6%.
201219$2,330,465$212,493$23,610iApproximate average salary by contribution assumption: employee only about $590,258 at 4% or $393,506 at 6%; with 50% employer match about $393,506 at 4% or $262,337 at 6%; with 100% employer match about $295,129 at 4% or $196,753 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-9$2,330,465$212,493$23,610iApproximate average salary by contribution assumption: employee only about $590,258 at 4% or $393,506 at 6%; with 50% employer match about $393,506 at 4% or $262,337 at 6%; with 100% employer match about $295,129 at 4% or $196,753 at 6%.
201118$1,803,070$197,740$24,718iApproximate average salary by contribution assumption: employee only about $617,938 at 4% or $411,958 at 6%; with 50% employer match about $411,958 at 4% or $274,639 at 6%; with 100% employer match about $308,969 at 4% or $205,979 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-8$1,803,070$197,740$24,718iApproximate average salary by contribution assumption: employee only about $617,938 at 4% or $411,958 at 6%; with 50% employer match about $411,958 at 4% or $274,639 at 6%; with 100% employer match about $308,969 at 4% or $205,979 at 6%.
201015$1,735,536$160,512$32,102iApproximate average salary by contribution assumption: employee only about $802,560 at 4% or $535,040 at 6%; with 50% employer match about $535,040 at 4% or $356,693 at 6%; with 100% employer match about $401,280 at 4% or $267,520 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-5$1,735,536$160,512$32,102iApproximate average salary by contribution assumption: employee only about $802,560 at 4% or $535,040 at 6%; with 50% employer match about $535,040 at 4% or $356,693 at 6%; with 100% employer match about $401,280 at 4% or $267,520 at 6%.
200918$1,372,733$41,966$5,246iApproximate average salary by contribution assumption: employee only about $131,144 at 4% or $87,429 at 6%; with 50% employer match about $87,429 at 4% or $58,286 at 6%; with 100% employer match about $65,572 at 4% or $43,715 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-8$1,372,733$41,966$5,246iApproximate average salary by contribution assumption: employee only about $131,144 at 4% or $87,429 at 6%; with 50% employer match about $87,429 at 4% or $58,286 at 6%; with 100% employer match about $65,572 at 4% or $43,715 at 6%.
200818$0$0-
Avalon Trust Company 401(K) Profit Sharing Plan-8---
200717$1,374,967$1,331,888$190,270iApproximate average salary by contribution assumption: employee only about $4,756,743 at 4% or $3,171,162 at 6%; with 50% employer match about $3,171,162 at 4% or $2,114,108 at 6%; with 100% employer match about $2,378,371 at 4% or $1,585,581 at 6%.
Avalon Trust Company 401(K) Profit Sharing Plan-7$1,374,967$1,331,888$190,270iApproximate average salary by contribution assumption: employee only about $4,756,743 at 4% or $3,171,162 at 6%; with 50% employer match about $3,171,162 at 4% or $2,114,108 at 6%; with 100% employer match about $2,378,371 at 4% or $1,585,581 at 6%.