Saddlebrooke Homeowners Assoc
Plan context: Saddlebrooke Hoa I 401(K) Plan
EIN 86-0577850 • Tucson, AZ • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
80
2024 Assets
$2,935,634
2024 Contributions
$360,102
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 80 | $2,935,634 | $360,102 | $4,501iApproximate average salary by contribution assumption: employee only about $112,532 at 4% or $75,021 at 6%; with 50% employer match about $75,021 at 4% or $50,014 at 6%; with 100% employer match about $56,266 at 4% or $37,511 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 80 | $2,935,634 | $360,102 | $4,501iApproximate average salary by contribution assumption: employee only about $112,532 at 4% or $75,021 at 6%; with 50% employer match about $75,021 at 4% or $50,014 at 6%; with 100% employer match about $56,266 at 4% or $37,511 at 6%. |
| 2023 | 1 | 72 | $2,481,312 | $343,362 | $4,769iApproximate average salary by contribution assumption: employee only about $119,223 at 4% or $79,482 at 6%; with 50% employer match about $79,482 at 4% or $52,988 at 6%; with 100% employer match about $59,611 at 4% or $39,741 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 72 | $2,481,312 | $343,362 | $4,769iApproximate average salary by contribution assumption: employee only about $119,223 at 4% or $79,482 at 6%; with 50% employer match about $79,482 at 4% or $52,988 at 6%; with 100% employer match about $59,611 at 4% or $39,741 at 6%. |
| 2022 | 1 | 68 | $2,406,203 | $578,805 | $8,512iApproximate average salary by contribution assumption: employee only about $212,796 at 4% or $141,864 at 6%; with 50% employer match about $141,864 at 4% or $94,576 at 6%; with 100% employer match about $106,398 at 4% or $70,932 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 68 | $2,406,203 | $578,805 | $8,512iApproximate average salary by contribution assumption: employee only about $212,796 at 4% or $141,864 at 6%; with 50% employer match about $141,864 at 4% or $94,576 at 6%; with 100% employer match about $106,398 at 4% or $70,932 at 6%. |
| 2021 | 1 | 67 | $2,281,785 | $304,282 | $4,542iApproximate average salary by contribution assumption: employee only about $113,538 at 4% or $75,692 at 6%; with 50% employer match about $75,692 at 4% or $50,461 at 6%; with 100% employer match about $56,769 at 4% or $37,846 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 67 | $2,281,785 | $304,282 | $4,542iApproximate average salary by contribution assumption: employee only about $113,538 at 4% or $75,692 at 6%; with 50% employer match about $75,692 at 4% or $50,461 at 6%; with 100% employer match about $56,769 at 4% or $37,846 at 6%. |
| 2020 | 1 | 69 | $1,893,882 | $405,783 | $5,881iApproximate average salary by contribution assumption: employee only about $147,023 at 4% or $98,015 at 6%; with 50% employer match about $98,015 at 4% or $65,343 at 6%; with 100% employer match about $73,511 at 4% or $49,008 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 69 | $1,893,882 | $405,783 | $5,881iApproximate average salary by contribution assumption: employee only about $147,023 at 4% or $98,015 at 6%; with 50% employer match about $98,015 at 4% or $65,343 at 6%; with 100% employer match about $73,511 at 4% or $49,008 at 6%. |
| 2019 | 1 | 63 | $1,485,511 | $253,906 | $4,030iApproximate average salary by contribution assumption: employee only about $100,756 at 4% or $67,171 at 6%; with 50% employer match about $67,171 at 4% or $44,781 at 6%; with 100% employer match about $50,378 at 4% or $33,585 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 63 | $1,485,511 | $253,906 | $4,030iApproximate average salary by contribution assumption: employee only about $100,756 at 4% or $67,171 at 6%; with 50% employer match about $67,171 at 4% or $44,781 at 6%; with 100% employer match about $50,378 at 4% or $33,585 at 6%. |
| 2018 | 1 | 58 | $1,405,343 | $230,785 | $3,979iApproximate average salary by contribution assumption: employee only about $99,476 at 4% or $66,318 at 6%; with 50% employer match about $66,318 at 4% or $44,212 at 6%; with 100% employer match about $49,738 at 4% or $33,159 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 58 | $1,405,343 | $230,785 | $3,979iApproximate average salary by contribution assumption: employee only about $99,476 at 4% or $66,318 at 6%; with 50% employer match about $66,318 at 4% or $44,212 at 6%; with 100% employer match about $49,738 at 4% or $33,159 at 6%. |
| 2017 | 1 | 58 | $1,401,607 | $273,254 | $4,711iApproximate average salary by contribution assumption: employee only about $117,782 at 4% or $78,521 at 6%; with 50% employer match about $78,521 at 4% or $52,348 at 6%; with 100% employer match about $58,891 at 4% or $39,261 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 58 | $1,401,607 | $273,254 | $4,711iApproximate average salary by contribution assumption: employee only about $117,782 at 4% or $78,521 at 6%; with 50% employer match about $78,521 at 4% or $52,348 at 6%; with 100% employer match about $58,891 at 4% or $39,261 at 6%. |
| 2016 | 1 | 61 | $1,142,346 | $185,463 | $3,040iApproximate average salary by contribution assumption: employee only about $76,009 at 4% or $50,673 at 6%; with 50% employer match about $50,673 at 4% or $33,782 at 6%; with 100% employer match about $38,005 at 4% or $25,336 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 61 | $1,142,346 | $185,463 | $3,040iApproximate average salary by contribution assumption: employee only about $76,009 at 4% or $50,673 at 6%; with 50% employer match about $50,673 at 4% or $33,782 at 6%; with 100% employer match about $38,005 at 4% or $25,336 at 6%. |
| 2015 | 1 | 56 | $908,887 | $203,751 | $3,638iApproximate average salary by contribution assumption: employee only about $90,960 at 4% or $60,640 at 6%; with 50% employer match about $60,640 at 4% or $40,427 at 6%; with 100% employer match about $45,480 at 4% or $30,320 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 56 | $908,887 | $203,751 | $3,638iApproximate average salary by contribution assumption: employee only about $90,960 at 4% or $60,640 at 6%; with 50% employer match about $60,640 at 4% or $40,427 at 6%; with 100% employer match about $45,480 at 4% or $30,320 at 6%. |
| 2014 | 1 | 59 | $866,584 | $166,167 | $2,816iApproximate average salary by contribution assumption: employee only about $70,410 at 4% or $46,940 at 6%; with 50% employer match about $46,940 at 4% or $31,293 at 6%; with 100% employer match about $35,205 at 4% or $23,470 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 59 | $866,584 | $166,167 | $2,816iApproximate average salary by contribution assumption: employee only about $70,410 at 4% or $46,940 at 6%; with 50% employer match about $46,940 at 4% or $31,293 at 6%; with 100% employer match about $35,205 at 4% or $23,470 at 6%. |
| 2013 | 1 | 59 | $753,227 | $185,032 | $3,136iApproximate average salary by contribution assumption: employee only about $78,403 at 4% or $52,269 at 6%; with 50% employer match about $52,269 at 4% or $34,846 at 6%; with 100% employer match about $39,202 at 4% or $26,134 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 59 | $753,227 | $185,032 | $3,136iApproximate average salary by contribution assumption: employee only about $78,403 at 4% or $52,269 at 6%; with 50% employer match about $52,269 at 4% or $34,846 at 6%; with 100% employer match about $39,202 at 4% or $26,134 at 6%. |
| 2012 | 1 | 50 | $533,547 | $140,560 | $2,811iApproximate average salary by contribution assumption: employee only about $70,280 at 4% or $46,853 at 6%; with 50% employer match about $46,853 at 4% or $31,236 at 6%; with 100% employer match about $35,140 at 4% or $23,427 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 50 | $533,547 | $140,560 | $2,811iApproximate average salary by contribution assumption: employee only about $70,280 at 4% or $46,853 at 6%; with 50% employer match about $46,853 at 4% or $31,236 at 6%; with 100% employer match about $35,140 at 4% or $23,427 at 6%. |
| 2011 | 1 | 41 | $353,439 | $80,495 | $1,963iApproximate average salary by contribution assumption: employee only about $49,082 at 4% or $32,722 at 6%; with 50% employer match about $32,722 at 4% or $21,814 at 6%; with 100% employer match about $24,541 at 4% or $16,361 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 41 | $353,439 | $80,495 | $1,963iApproximate average salary by contribution assumption: employee only about $49,082 at 4% or $32,722 at 6%; with 50% employer match about $32,722 at 4% or $21,814 at 6%; with 100% employer match about $24,541 at 4% or $16,361 at 6%. |
| 2010 | 1 | 44 | $392,202 | $75,155 | $1,708iApproximate average salary by contribution assumption: employee only about $42,702 at 4% or $28,468 at 6%; with 50% employer match about $28,468 at 4% or $18,979 at 6%; with 100% employer match about $21,351 at 4% or $14,234 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 44 | $392,202 | $75,155 | $1,708iApproximate average salary by contribution assumption: employee only about $42,702 at 4% or $28,468 at 6%; with 50% employer match about $28,468 at 4% or $18,979 at 6%; with 100% employer match about $21,351 at 4% or $14,234 at 6%. |
| 2009 | 1 | 41 | $384,483 | $80,615 | $1,966iApproximate average salary by contribution assumption: employee only about $49,155 at 4% or $32,770 at 6%; with 50% employer match about $32,770 at 4% or $21,847 at 6%; with 100% employer match about $24,578 at 4% or $16,385 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 41 | $384,483 | $80,615 | $1,966iApproximate average salary by contribution assumption: employee only about $49,155 at 4% or $32,770 at 6%; with 50% employer match about $32,770 at 4% or $21,847 at 6%; with 100% employer match about $24,578 at 4% or $16,385 at 6%. |
| 2008 | 1 | 45 | $374,687 | $105,910 | $2,354iApproximate average salary by contribution assumption: employee only about $58,839 at 4% or $39,226 at 6%; with 50% employer match about $39,226 at 4% or $26,151 at 6%; with 100% employer match about $29,419 at 4% or $19,613 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 45 | $374,687 | $105,910 | $2,354iApproximate average salary by contribution assumption: employee only about $58,839 at 4% or $39,226 at 6%; with 50% employer match about $39,226 at 4% or $26,151 at 6%; with 100% employer match about $29,419 at 4% or $19,613 at 6%. |
| 2007 | 1 | 47 | $513,429 | $105,727 | $2,250iApproximate average salary by contribution assumption: employee only about $56,238 at 4% or $37,492 at 6%; with 50% employer match about $37,492 at 4% or $24,995 at 6%; with 100% employer match about $28,119 at 4% or $18,746 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 47 | $513,429 | $105,727 | $2,250iApproximate average salary by contribution assumption: employee only about $56,238 at 4% or $37,492 at 6%; with 50% employer match about $37,492 at 4% or $24,995 at 6%; with 100% employer match about $28,119 at 4% or $18,746 at 6%. |
| 2006 | 1 | 54 | $405,868 | $88,179 | $1,633iApproximate average salary by contribution assumption: employee only about $40,824 at 4% or $27,216 at 6%; with 50% employer match about $27,216 at 4% or $18,144 at 6%; with 100% employer match about $20,412 at 4% or $13,608 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 54 | $405,868 | $88,179 | $1,633iApproximate average salary by contribution assumption: employee only about $40,824 at 4% or $27,216 at 6%; with 50% employer match about $27,216 at 4% or $18,144 at 6%; with 100% employer match about $20,412 at 4% or $13,608 at 6%. |
| 2005 | 1 | 62 | $284,503 | $64,063 | $1,033iApproximate average salary by contribution assumption: employee only about $25,832 at 4% or $17,221 at 6%; with 50% employer match about $17,221 at 4% or $11,481 at 6%; with 100% employer match about $12,916 at 4% or $8,611 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 62 | $284,503 | $64,063 | $1,033iApproximate average salary by contribution assumption: employee only about $25,832 at 4% or $17,221 at 6%; with 50% employer match about $17,221 at 4% or $11,481 at 6%; with 100% employer match about $12,916 at 4% or $8,611 at 6%. |
| 2004 | 1 | 62 | $234,553 | $70,893 | $1,143iApproximate average salary by contribution assumption: employee only about $28,586 at 4% or $19,057 at 6%; with 50% employer match about $19,057 at 4% or $12,705 at 6%; with 100% employer match about $14,293 at 4% or $9,529 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 62 | $234,553 | $70,893 | $1,143iApproximate average salary by contribution assumption: employee only about $28,586 at 4% or $19,057 at 6%; with 50% employer match about $19,057 at 4% or $12,705 at 6%; with 100% employer match about $14,293 at 4% or $9,529 at 6%. |
| 2003 | 1 | 79 | $187,504 | $71,659 | $907iApproximate average salary by contribution assumption: employee only about $22,677 at 4% or $15,118 at 6%; with 50% employer match about $15,118 at 4% or $10,079 at 6%; with 100% employer match about $11,338 at 4% or $7,559 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 79 | $187,504 | $71,659 | $907iApproximate average salary by contribution assumption: employee only about $22,677 at 4% or $15,118 at 6%; with 50% employer match about $15,118 at 4% or $10,079 at 6%; with 100% employer match about $11,338 at 4% or $7,559 at 6%. |
| 2002 | 1 | 69 | $95,932 | $51,887 | $752iApproximate average salary by contribution assumption: employee only about $18,800 at 4% or $12,533 at 6%; with 50% employer match about $12,533 at 4% or $8,355 at 6%; with 100% employer match about $9,400 at 4% or $6,267 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 69 | $95,932 | $51,887 | $752iApproximate average salary by contribution assumption: employee only about $18,800 at 4% or $12,533 at 6%; with 50% employer match about $12,533 at 4% or $8,355 at 6%; with 100% employer match about $9,400 at 4% or $6,267 at 6%. |
| 2001 | 1 | 45 | $57,522 | $26,169 | $582iApproximate average salary by contribution assumption: employee only about $14,538 at 4% or $9,692 at 6%; with 50% employer match about $9,692 at 4% or $6,461 at 6%; with 100% employer match about $7,269 at 4% or $4,846 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 45 | $57,522 | $26,169 | $582iApproximate average salary by contribution assumption: employee only about $14,538 at 4% or $9,692 at 6%; with 50% employer match about $9,692 at 4% or $6,461 at 6%; with 100% employer match about $7,269 at 4% or $4,846 at 6%. |
| 2000 | 1 | 42 | $58,190 | $23,849 | $568iApproximate average salary by contribution assumption: employee only about $14,196 at 4% or $9,464 at 6%; with 50% employer match about $9,464 at 4% or $6,309 at 6%; with 100% employer match about $7,098 at 4% or $4,732 at 6%. |
| Saddlebrooke Hoa I 401(K) Plan | - | 42 | $58,190 | $23,849 | $568iApproximate average salary by contribution assumption: employee only about $14,196 at 4% or $9,464 at 6%; with 50% employer match about $9,464 at 4% or $6,309 at 6%; with 100% employer match about $7,098 at 4% or $4,732 at 6%. |