Civic Intelligence

Treon, Strick, Lucia & Aguirre

Plan context: Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan

EIN 86-0272032 • 20 filings • 5 plans

Current Snapshot

Latest Year

2016

2016 Participants

10

2016 Assets

$1,972,755

2016 Contributions

$58,200

Historical Graphs

Total Assets Over Time

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

$7,460,396$3,730,198$0199920102016YearValue
$1,972,755Latest year 2016

Participants Over Time

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

45230199920082016YearValue
10Latest 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
2016110$1,972,755$58,200$5,820iApproximate average salary by contribution assumption: employee only about $145,500 at 4% or $97,000 at 6%; with 50% employer match about $97,000 at 4% or $64,667 at 6%; with 100% employer match about $72,750 at 4% or $48,500 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-10$1,972,755$58,200$5,820iApproximate average salary by contribution assumption: employee only about $145,500 at 4% or $97,000 at 6%; with 50% employer match about $97,000 at 4% or $64,667 at 6%; with 100% employer match about $72,750 at 4% or $48,500 at 6%.
2015110$1,984,199$58,300$5,830iApproximate average salary by contribution assumption: employee only about $145,750 at 4% or $97,167 at 6%; with 50% employer match about $97,167 at 4% or $64,778 at 6%; with 100% employer match about $72,875 at 4% or $48,583 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-10$1,984,199$58,300$5,830iApproximate average salary by contribution assumption: employee only about $145,750 at 4% or $97,167 at 6%; with 50% employer match about $97,167 at 4% or $64,778 at 6%; with 100% employer match about $72,875 at 4% or $48,583 at 6%.
2014111$3,642,880$74,340$6,758iApproximate average salary by contribution assumption: employee only about $168,955 at 4% or $112,636 at 6%; with 50% employer match about $112,636 at 4% or $75,091 at 6%; with 100% employer match about $84,477 at 4% or $56,318 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-11$3,642,880$74,340$6,758iApproximate average salary by contribution assumption: employee only about $168,955 at 4% or $112,636 at 6%; with 50% employer match about $112,636 at 4% or $75,091 at 6%; with 100% employer match about $84,477 at 4% or $56,318 at 6%.
2013111$4,073,844$79,488$7,226iApproximate average salary by contribution assumption: employee only about $180,655 at 4% or $120,436 at 6%; with 50% employer match about $120,436 at 4% or $80,291 at 6%; with 100% employer match about $90,327 at 4% or $60,218 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-11$4,073,844$79,488$7,226iApproximate average salary by contribution assumption: employee only about $180,655 at 4% or $120,436 at 6%; with 50% employer match about $120,436 at 4% or $80,291 at 6%; with 100% employer match about $90,327 at 4% or $60,218 at 6%.
2012113$5,377,035$90,133$6,933iApproximate average salary by contribution assumption: employee only about $173,333 at 4% or $115,555 at 6%; with 50% employer match about $115,555 at 4% or $77,037 at 6%; with 100% employer match about $86,666 at 4% or $57,778 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-13$5,377,035$90,133$6,933iApproximate average salary by contribution assumption: employee only about $173,333 at 4% or $115,555 at 6%; with 50% employer match about $115,555 at 4% or $77,037 at 6%; with 100% employer match about $86,666 at 4% or $57,778 at 6%.
2011120$5,787,267$142,008$7,100iApproximate average salary by contribution assumption: employee only about $177,510 at 4% or $118,340 at 6%; with 50% employer match about $118,340 at 4% or $78,893 at 6%; with 100% employer match about $88,755 at 4% or $59,170 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-20$5,787,267$142,008$7,100iApproximate average salary by contribution assumption: employee only about $177,510 at 4% or $118,340 at 6%; with 50% employer match about $118,340 at 4% or $78,893 at 6%; with 100% employer match about $88,755 at 4% or $59,170 at 6%.
2010122$6,737,623$245,890$11,177iApproximate average salary by contribution assumption: employee only about $279,420 at 4% or $186,280 at 6%; with 50% employer match about $186,280 at 4% or $124,187 at 6%; with 100% employer match about $139,710 at 4% or $93,140 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-22$6,737,623$245,890$11,177iApproximate average salary by contribution assumption: employee only about $279,420 at 4% or $186,280 at 6%; with 50% employer match about $186,280 at 4% or $124,187 at 6%; with 100% employer match about $139,710 at 4% or $93,140 at 6%.
2009127$6,673,341$377,177$13,970iApproximate average salary by contribution assumption: employee only about $349,238 at 4% or $232,825 at 6%; with 50% employer match about $232,825 at 4% or $155,217 at 6%; with 100% employer match about $174,619 at 4% or $116,413 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-27$6,673,341$377,177$13,970iApproximate average salary by contribution assumption: employee only about $349,238 at 4% or $232,825 at 6%; with 50% employer match about $232,825 at 4% or $155,217 at 6%; with 100% employer match about $174,619 at 4% or $116,413 at 6%.
2008130$0$0-
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-30---
2007127$0$0-
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-27---
2006124$6,038,052$395,331$16,472iApproximate average salary by contribution assumption: employee only about $411,803 at 4% or $274,535 at 6%; with 50% employer match about $274,535 at 4% or $183,024 at 6%; with 100% employer match about $205,902 at 4% or $137,268 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-24$6,038,052$395,331$16,472iApproximate average salary by contribution assumption: employee only about $411,803 at 4% or $274,535 at 6%; with 50% employer match about $274,535 at 4% or $183,024 at 6%; with 100% employer match about $205,902 at 4% or $137,268 at 6%.
2005125$5,369,056$491,707$19,668iApproximate average salary by contribution assumption: employee only about $491,707 at 4% or $327,805 at 6%; with 50% employer match about $327,805 at 4% or $218,536 at 6%; with 100% employer match about $245,853 at 4% or $163,902 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-25$5,369,056$491,707$19,668iApproximate average salary by contribution assumption: employee only about $491,707 at 4% or $327,805 at 6%; with 50% employer match about $327,805 at 4% or $218,536 at 6%; with 100% employer match about $245,853 at 4% or $163,902 at 6%.
2004127$5,495,255$549,122$20,338iApproximate average salary by contribution assumption: employee only about $508,446 at 4% or $338,964 at 6%; with 50% employer match about $338,964 at 4% or $225,976 at 6%; with 100% employer match about $254,223 at 4% or $169,482 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-27$5,495,255$549,122$20,338iApproximate average salary by contribution assumption: employee only about $508,446 at 4% or $338,964 at 6%; with 50% employer match about $338,964 at 4% or $225,976 at 6%; with 100% employer match about $254,223 at 4% or $169,482 at 6%.
2003145$7,460,396$705,381$15,675iApproximate average salary by contribution assumption: employee only about $391,878 at 4% or $261,252 at 6%; with 50% employer match about $261,252 at 4% or $174,168 at 6%; with 100% employer match about $195,939 at 4% or $130,626 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-45$7,460,396$705,381$15,675iApproximate average salary by contribution assumption: employee only about $391,878 at 4% or $261,252 at 6%; with 50% employer match about $261,252 at 4% or $174,168 at 6%; with 100% employer match about $195,939 at 4% or $130,626 at 6%.
2002239$6,364,613$764,793$19,610iApproximate average salary by contribution assumption: employee only about $490,252 at 4% or $326,835 at 6%; with 50% employer match about $326,835 at 4% or $217,890 at 6%; with 100% employer match about $245,126 at 4% or $163,417 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-39$6,364,613$764,793$19,610iApproximate average salary by contribution assumption: employee only about $490,252 at 4% or $326,835 at 6%; with 50% employer match about $326,835 at 4% or $217,890 at 6%; with 100% employer match about $245,126 at 4% or $163,417 at 6%.
TREON, STRICK, LUCIA & AGUIRRE MONEY PURCHASE PENSION PLAN-0---
2001235$0$0-
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-35---
TREON, STRICK, LUCIA & AGUIRRE MONEY PURCHASE PENSION PLAN-35---
2000132$0$0-
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-32---
1999130$6,657,766$286,893$9,563iApproximate average salary by contribution assumption: employee only about $239,078 at 4% or $159,385 at 6%; with 50% employer match about $159,385 at 4% or $106,257 at 6%; with 100% employer match about $119,539 at 4% or $79,693 at 6%.
Treon, Strick, Lucia & Aguirre 401K Profit Sharing Plan-30$6,657,766$286,893$9,563iApproximate average salary by contribution assumption: employee only about $239,078 at 4% or $159,385 at 6%; with 50% employer match about $159,385 at 4% or $106,257 at 6%; with 100% employer match about $119,539 at 4% or $79,693 at 6%.