Civic Intelligence

Streubel Kochersberger Mortimer

Plan context: Streubel Kochersberger Mortimer 401(K) Plan

EIN 85-0480714 • Albuquerque, NM • 6 filings • 3 plans

320 Gold Ave SW Ste 610Albuquerque, NM 87102
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$207,006

2016 Contributions

$3,754

Historical Graphs

Total Assets Over Time

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

$218,840$109,420$0201120142016YearValue
$207,006Latest year 2016

Participants Over Time

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

630201120142016YearValue
3Latest year 2016

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
201613$207,006$3,754$1,251iApproximate average salary by contribution assumption: employee only about $31,283 at 4% or $20,856 at 6%; with 50% employer match about $20,856 at 4% or $13,904 at 6%; with 100% employer match about $15,642 at 4% or $10,428 at 6%.
Streubel Kochersberger Mortimer 401(K) Plan-3$207,006$3,754$1,251iApproximate average salary by contribution assumption: employee only about $31,283 at 4% or $20,856 at 6%; with 50% employer match about $20,856 at 4% or $13,904 at 6%; with 100% employer match about $15,642 at 4% or $10,428 at 6%.
201513$184,536$4,098$1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,767 at 6%; with 50% employer match about $22,767 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%.
Streubel Kochersberger Mortimer 401(K) Plan-3$184,536$4,098$1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,767 at 6%; with 50% employer match about $22,767 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%.
201415$218,840$5,700$1,140iApproximate average salary by contribution assumption: employee only about $28,500 at 4% or $19,000 at 6%; with 50% employer match about $19,000 at 4% or $12,667 at 6%; with 100% employer match about $14,250 at 4% or $9,500 at 6%.
Streubel Kochersberger Mortimer 401(K) Plan-5$218,840$5,700$1,140iApproximate average salary by contribution assumption: employee only about $28,500 at 4% or $19,000 at 6%; with 50% employer match about $19,000 at 4% or $12,667 at 6%; with 100% employer match about $14,250 at 4% or $9,500 at 6%.
201314$190,188$4,057$1,014iApproximate average salary by contribution assumption: employee only about $25,356 at 4% or $16,904 at 6%; with 50% employer match about $16,904 at 4% or $11,269 at 6%; with 100% employer match about $12,678 at 4% or $8,452 at 6%.
Streubel Kochersberger Mortimer 401(K) Plan-4$190,188$4,057$1,014iApproximate average salary by contribution assumption: employee only about $25,356 at 4% or $16,904 at 6%; with 50% employer match about $16,904 at 4% or $11,269 at 6%; with 100% employer match about $12,678 at 4% or $8,452 at 6%.
201216$140,450$37,612$6,269iApproximate average salary by contribution assumption: employee only about $156,717 at 4% or $104,478 at 6%; with 50% employer match about $104,478 at 4% or $69,652 at 6%; with 100% employer match about $78,358 at 4% or $52,239 at 6%.
Streubel Kochersberger Mortimer 401(K) Plan-6$140,450$37,612$6,269iApproximate average salary by contribution assumption: employee only about $156,717 at 4% or $104,478 at 6%; with 50% employer match about $104,478 at 4% or $69,652 at 6%; with 100% employer match about $78,358 at 4% or $52,239 at 6%.
201116$36,163$36,579$6,097iApproximate average salary by contribution assumption: employee only about $152,413 at 4% or $101,608 at 6%; with 50% employer match about $101,608 at 4% or $67,739 at 6%; with 100% employer match about $76,206 at 4% or $50,804 at 6%.
Streubel Kochersberger Mortimer 401(K) Plan-6$36,163$36,579$6,097iApproximate average salary by contribution assumption: employee only about $152,413 at 4% or $101,608 at 6%; with 50% employer match about $101,608 at 4% or $67,739 at 6%; with 100% employer match about $76,206 at 4% or $50,804 at 6%.