Civic Intelligence

Phil Messuri Financial Services LLC

Plan context: Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan

EIN 20-4312728 • Albuquerque, NM • 17 filings • 1 plans

5203 Juan Tabo NE Ste. 2CAlbuquerque, NM 87111
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$4,378,387

2025 Contributions

$113,049

Historical Graphs

Total Assets Over Time

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

$4,378,387$2,189,194$0200920172025YearValue
$4,378,387Latest year 2025

Participants Over Time

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

630201020182025YearValue
4Latest year 2025

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
202514$4,378,387$113,049$28,262iApproximate average salary by contribution assumption: employee only about $706,556 at 4% or $471,038 at 6%; with 50% employer match about $471,038 at 4% or $314,025 at 6%; with 100% employer match about $353,278 at 4% or $235,519 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-4$4,378,387$113,049$28,262iApproximate average salary by contribution assumption: employee only about $706,556 at 4% or $471,038 at 6%; with 50% employer match about $471,038 at 4% or $314,025 at 6%; with 100% employer match about $353,278 at 4% or $235,519 at 6%.
202414$3,773,656$118,528$29,632iApproximate average salary by contribution assumption: employee only about $740,800 at 4% or $493,867 at 6%; with 50% employer match about $493,867 at 4% or $329,244 at 6%; with 100% employer match about $370,400 at 4% or $246,933 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-4$3,773,656$118,528$29,632iApproximate average salary by contribution assumption: employee only about $740,800 at 4% or $493,867 at 6%; with 50% employer match about $493,867 at 4% or $329,244 at 6%; with 100% employer match about $370,400 at 4% or $246,933 at 6%.
202316$2,879,928$118,842$19,807iApproximate average salary by contribution assumption: employee only about $495,175 at 4% or $330,117 at 6%; with 50% employer match about $330,117 at 4% or $220,078 at 6%; with 100% employer match about $247,588 at 4% or $165,058 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-6$2,879,928$118,842$19,807iApproximate average salary by contribution assumption: employee only about $495,175 at 4% or $330,117 at 6%; with 50% employer match about $330,117 at 4% or $220,078 at 6%; with 100% employer match about $247,588 at 4% or $165,058 at 6%.
202216$2,475,119$1,142,655$190,443iApproximate average salary by contribution assumption: employee only about $4,761,063 at 4% or $3,174,042 at 6%; with 50% employer match about $3,174,042 at 4% or $2,116,028 at 6%; with 100% employer match about $2,380,531 at 4% or $1,587,021 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-6$2,475,119$1,142,655$190,443iApproximate average salary by contribution assumption: employee only about $4,761,063 at 4% or $3,174,042 at 6%; with 50% employer match about $3,174,042 at 4% or $2,116,028 at 6%; with 100% employer match about $2,380,531 at 4% or $1,587,021 at 6%.
202116$1,822,903$121,307$20,218iApproximate average salary by contribution assumption: employee only about $505,446 at 4% or $336,964 at 6%; with 50% employer match about $336,964 at 4% or $224,643 at 6%; with 100% employer match about $252,723 at 4% or $168,482 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-6$1,822,903$121,307$20,218iApproximate average salary by contribution assumption: employee only about $505,446 at 4% or $336,964 at 6%; with 50% employer match about $336,964 at 4% or $224,643 at 6%; with 100% employer match about $252,723 at 4% or $168,482 at 6%.
202016$1,532,895$114,046$19,008iApproximate average salary by contribution assumption: employee only about $475,192 at 4% or $316,794 at 6%; with 50% employer match about $316,794 at 4% or $211,196 at 6%; with 100% employer match about $237,596 at 4% or $158,397 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-6$1,532,895$114,046$19,008iApproximate average salary by contribution assumption: employee only about $475,192 at 4% or $316,794 at 6%; with 50% employer match about $316,794 at 4% or $211,196 at 6%; with 100% employer match about $237,596 at 4% or $158,397 at 6%.
201916$1,185,413$105,534$17,589iApproximate average salary by contribution assumption: employee only about $439,725 at 4% or $293,150 at 6%; with 50% employer match about $293,150 at 4% or $195,433 at 6%; with 100% employer match about $219,863 at 4% or $146,575 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-6$1,185,413$105,534$17,589iApproximate average salary by contribution assumption: employee only about $439,725 at 4% or $293,150 at 6%; with 50% employer match about $293,150 at 4% or $195,433 at 6%; with 100% employer match about $219,863 at 4% or $146,575 at 6%.
201815$856,364$97,761$19,552iApproximate average salary by contribution assumption: employee only about $488,805 at 4% or $325,870 at 6%; with 50% employer match about $325,870 at 4% or $217,247 at 6%; with 100% employer match about $244,403 at 4% or $162,935 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-5$856,364$97,761$19,552iApproximate average salary by contribution assumption: employee only about $488,805 at 4% or $325,870 at 6%; with 50% employer match about $325,870 at 4% or $217,247 at 6%; with 100% employer match about $244,403 at 4% or $162,935 at 6%.
201715$877,059$311,330$62,266iApproximate average salary by contribution assumption: employee only about $1,556,650 at 4% or $1,037,767 at 6%; with 50% employer match about $1,037,767 at 4% or $691,844 at 6%; with 100% employer match about $778,325 at 4% or $518,883 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-5$877,059$311,330$62,266iApproximate average salary by contribution assumption: employee only about $1,556,650 at 4% or $1,037,767 at 6%; with 50% employer match about $1,037,767 at 4% or $691,844 at 6%; with 100% employer match about $778,325 at 4% or $518,883 at 6%.
201616$474,551$94,434$15,739iApproximate average salary by contribution assumption: employee only about $393,475 at 4% or $262,317 at 6%; with 50% employer match about $262,317 at 4% or $174,878 at 6%; with 100% employer match about $196,738 at 4% or $131,158 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-6$474,551$94,434$15,739iApproximate average salary by contribution assumption: employee only about $393,475 at 4% or $262,317 at 6%; with 50% employer match about $262,317 at 4% or $174,878 at 6%; with 100% employer match about $196,738 at 4% or $131,158 at 6%.
201515$321,716$93,418$18,684iApproximate average salary by contribution assumption: employee only about $467,090 at 4% or $311,393 at 6%; with 50% employer match about $311,393 at 4% or $207,596 at 6%; with 100% employer match about $233,545 at 4% or $155,697 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-5$321,716$93,418$18,684iApproximate average salary by contribution assumption: employee only about $467,090 at 4% or $311,393 at 6%; with 50% employer match about $311,393 at 4% or $207,596 at 6%; with 100% employer match about $233,545 at 4% or $155,697 at 6%.
201413$267,285$83,085$27,695iApproximate average salary by contribution assumption: employee only about $692,375 at 4% or $461,583 at 6%; with 50% employer match about $461,583 at 4% or $307,722 at 6%; with 100% employer match about $346,188 at 4% or $230,792 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-3$267,285$83,085$27,695iApproximate average salary by contribution assumption: employee only about $692,375 at 4% or $461,583 at 6%; with 50% employer match about $461,583 at 4% or $307,722 at 6%; with 100% employer match about $346,188 at 4% or $230,792 at 6%.
201312$226,431$59,622$29,811iApproximate average salary by contribution assumption: employee only about $745,275 at 4% or $496,850 at 6%; with 50% employer match about $496,850 at 4% or $331,233 at 6%; with 100% employer match about $372,638 at 4% or $248,425 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-2$226,431$59,622$29,811iApproximate average salary by contribution assumption: employee only about $745,275 at 4% or $496,850 at 6%; with 50% employer match about $496,850 at 4% or $331,233 at 6%; with 100% employer match about $372,638 at 4% or $248,425 at 6%.
201211$124,213$43,577$43,577iApproximate average salary by contribution assumption: employee only about $1,089,425 at 4% or $726,283 at 6%; with 50% employer match about $726,283 at 4% or $484,189 at 6%; with 100% employer match about $544,713 at 4% or $363,142 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-1$124,213$43,577$43,577iApproximate average salary by contribution assumption: employee only about $1,089,425 at 4% or $726,283 at 6%; with 50% employer match about $726,283 at 4% or $484,189 at 6%; with 100% employer match about $544,713 at 4% or $363,142 at 6%.
201113$67,179$28,693$9,564iApproximate average salary by contribution assumption: employee only about $239,108 at 4% or $159,406 at 6%; with 50% employer match about $159,406 at 4% or $106,270 at 6%; with 100% employer match about $119,554 at 4% or $79,703 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-3$67,179$28,693$9,564iApproximate average salary by contribution assumption: employee only about $239,108 at 4% or $159,406 at 6%; with 50% employer match about $159,406 at 4% or $106,270 at 6%; with 100% employer match about $119,554 at 4% or $79,703 at 6%.
201012$61,566$30,160$15,080iApproximate average salary by contribution assumption: employee only about $377,000 at 4% or $251,333 at 6%; with 50% employer match about $251,333 at 4% or $167,556 at 6%; with 100% employer match about $188,500 at 4% or $125,667 at 6%.
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-2$61,566$30,160$15,080iApproximate average salary by contribution assumption: employee only about $377,000 at 4% or $251,333 at 6%; with 50% employer match about $251,333 at 4% or $167,556 at 6%; with 100% employer match about $188,500 at 4% or $125,667 at 6%.
200910$27,270$24,951-
Phil Messuri Financial Services LLC 401(K) Profit Sharing Plan-0$27,270$24,951-