Civic Intelligence

Stephen M. Miller, CPA, Pa

Plan context: Stephen M. Miller, CPA, Pa Employees Retirement Plan

EIN 56-1152445 • Lewisville, NC • 25 filings • 2 plans

116 Ballyhoo DriveLewisville, NC 27023
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,194,424

2023 Contributions

$68,080

Historical Graphs

Total Assets Over Time

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

$1,610,891$805,446$0199920132023YearValue
$1,194,424Latest year 2023

Participants Over Time

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

630199920112023YearValue
2Latest year 2023

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
202312$1,194,424$68,080$34,040iApproximate average salary by contribution assumption: employee only about $851,000 at 4% or $567,333 at 6%; with 50% employer match about $567,333 at 4% or $378,222 at 6%; with 100% employer match about $425,500 at 4% or $283,667 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-2$1,194,424$68,080$34,040iApproximate average salary by contribution assumption: employee only about $851,000 at 4% or $567,333 at 6%; with 50% employer match about $567,333 at 4% or $378,222 at 6%; with 100% employer match about $425,500 at 4% or $283,667 at 6%.
202214$1,493,906$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-4$1,493,906$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
202115$1,610,891$88,399$17,680iApproximate average salary by contribution assumption: employee only about $441,995 at 4% or $294,663 at 6%; with 50% employer match about $294,663 at 4% or $196,442 at 6%; with 100% employer match about $220,998 at 4% or $147,332 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,610,891$88,399$17,680iApproximate average salary by contribution assumption: employee only about $441,995 at 4% or $294,663 at 6%; with 50% employer match about $294,663 at 4% or $196,442 at 6%; with 100% employer match about $220,998 at 4% or $147,332 at 6%.
202015$1,546,993$70,802$14,160iApproximate average salary by contribution assumption: employee only about $354,010 at 4% or $236,007 at 6%; with 50% employer match about $236,007 at 4% or $157,338 at 6%; with 100% employer match about $177,005 at 4% or $118,003 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,546,993$70,802$14,160iApproximate average salary by contribution assumption: employee only about $354,010 at 4% or $236,007 at 6%; with 50% employer match about $236,007 at 4% or $157,338 at 6%; with 100% employer match about $177,005 at 4% or $118,003 at 6%.
201915$1,425,517$81,412$16,282iApproximate average salary by contribution assumption: employee only about $407,060 at 4% or $271,373 at 6%; with 50% employer match about $271,373 at 4% or $180,916 at 6%; with 100% employer match about $203,530 at 4% or $135,687 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,425,517$81,412$16,282iApproximate average salary by contribution assumption: employee only about $407,060 at 4% or $271,373 at 6%; with 50% employer match about $271,373 at 4% or $180,916 at 6%; with 100% employer match about $203,530 at 4% or $135,687 at 6%.
201815$1,501,303$80,710$16,142iApproximate average salary by contribution assumption: employee only about $403,550 at 4% or $269,033 at 6%; with 50% employer match about $269,033 at 4% or $179,356 at 6%; with 100% employer match about $201,775 at 4% or $134,517 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,501,303$80,710$16,142iApproximate average salary by contribution assumption: employee only about $403,550 at 4% or $269,033 at 6%; with 50% employer match about $269,033 at 4% or $179,356 at 6%; with 100% employer match about $201,775 at 4% or $134,517 at 6%.
201715$1,471,281$76,250$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,471,281$76,250$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
201615$1,430,012$78,298$15,660iApproximate average salary by contribution assumption: employee only about $391,490 at 4% or $260,993 at 6%; with 50% employer match about $260,993 at 4% or $173,996 at 6%; with 100% employer match about $195,745 at 4% or $130,497 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,430,012$78,298$15,660iApproximate average salary by contribution assumption: employee only about $391,490 at 4% or $260,993 at 6%; with 50% employer match about $260,993 at 4% or $173,996 at 6%; with 100% employer match about $195,745 at 4% or $130,497 at 6%.
201515$1,257,868$77,820$15,564iApproximate average salary by contribution assumption: employee only about $389,100 at 4% or $259,400 at 6%; with 50% employer match about $259,400 at 4% or $172,933 at 6%; with 100% employer match about $194,550 at 4% or $129,700 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,257,868$77,820$15,564iApproximate average salary by contribution assumption: employee only about $389,100 at 4% or $259,400 at 6%; with 50% employer match about $259,400 at 4% or $172,933 at 6%; with 100% employer match about $194,550 at 4% or $129,700 at 6%.
201415$1,230,080$65,373$13,075iApproximate average salary by contribution assumption: employee only about $326,865 at 4% or $217,910 at 6%; with 50% employer match about $217,910 at 4% or $145,273 at 6%; with 100% employer match about $163,433 at 4% or $108,955 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,230,080$65,373$13,075iApproximate average salary by contribution assumption: employee only about $326,865 at 4% or $217,910 at 6%; with 50% employer match about $217,910 at 4% or $145,273 at 6%; with 100% employer match about $163,433 at 4% or $108,955 at 6%.
201315$1,121,386$19,098$3,820iApproximate average salary by contribution assumption: employee only about $95,490 at 4% or $63,660 at 6%; with 50% employer match about $63,660 at 4% or $42,440 at 6%; with 100% employer match about $47,745 at 4% or $31,830 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,121,386$19,098$3,820iApproximate average salary by contribution assumption: employee only about $95,490 at 4% or $63,660 at 6%; with 50% employer match about $63,660 at 4% or $42,440 at 6%; with 100% employer match about $47,745 at 4% or $31,830 at 6%.
201215$1,069,875$63,845$12,769iApproximate average salary by contribution assumption: employee only about $319,225 at 4% or $212,817 at 6%; with 50% employer match about $212,817 at 4% or $141,878 at 6%; with 100% employer match about $159,613 at 4% or $106,408 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$1,069,875$63,845$12,769iApproximate average salary by contribution assumption: employee only about $319,225 at 4% or $212,817 at 6%; with 50% employer match about $212,817 at 4% or $141,878 at 6%; with 100% employer match about $159,613 at 4% or $106,408 at 6%.
201115$954,503$61,370$12,274iApproximate average salary by contribution assumption: employee only about $306,850 at 4% or $204,567 at 6%; with 50% employer match about $204,567 at 4% or $136,378 at 6%; with 100% employer match about $153,425 at 4% or $102,283 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$954,503$61,370$12,274iApproximate average salary by contribution assumption: employee only about $306,850 at 4% or $204,567 at 6%; with 50% employer match about $204,567 at 4% or $136,378 at 6%; with 100% employer match about $153,425 at 4% or $102,283 at 6%.
201014$1,120,529$91,473$22,868iApproximate average salary by contribution assumption: employee only about $571,706 at 4% or $381,138 at 6%; with 50% employer match about $381,138 at 4% or $254,092 at 6%; with 100% employer match about $285,853 at 4% or $190,569 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-4$1,120,529$91,473$22,868iApproximate average salary by contribution assumption: employee only about $571,706 at 4% or $381,138 at 6%; with 50% employer match about $381,138 at 4% or $254,092 at 6%; with 100% employer match about $285,853 at 4% or $190,569 at 6%.
200916$1,020,235$83,260$13,877iApproximate average salary by contribution assumption: employee only about $346,917 at 4% or $231,278 at 6%; with 50% employer match about $231,278 at 4% or $154,185 at 6%; with 100% employer match about $173,458 at 4% or $115,639 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-6$1,020,235$83,260$13,877iApproximate average salary by contribution assumption: employee only about $346,917 at 4% or $231,278 at 6%; with 50% employer match about $231,278 at 4% or $154,185 at 6%; with 100% employer match about $173,458 at 4% or $115,639 at 6%.
200815$0$0-
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5---
200713$0$0-
Stephen M. Miller, CPA, Pa Employees Retirement Plan-3---
200614$0$0-
Stephen M. Miller, CPA, Pa Employees Retirement Plan-4---
200515$822,932$80,755$16,151iApproximate average salary by contribution assumption: employee only about $403,775 at 4% or $269,183 at 6%; with 50% employer match about $269,183 at 4% or $179,456 at 6%; with 100% employer match about $201,888 at 4% or $134,592 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$822,932$80,755$16,151iApproximate average salary by contribution assumption: employee only about $403,775 at 4% or $269,183 at 6%; with 50% employer match about $269,183 at 4% or $179,456 at 6%; with 100% employer match about $201,888 at 4% or $134,592 at 6%.
200414$701,926$71,170$17,793iApproximate average salary by contribution assumption: employee only about $444,813 at 4% or $296,542 at 6%; with 50% employer match about $296,542 at 4% or $197,694 at 6%; with 100% employer match about $222,406 at 4% or $148,271 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-4$701,926$71,170$17,793iApproximate average salary by contribution assumption: employee only about $444,813 at 4% or $296,542 at 6%; with 50% employer match about $296,542 at 4% or $197,694 at 6%; with 100% employer match about $222,406 at 4% or $148,271 at 6%.
200315$583,614$57,771$11,554iApproximate average salary by contribution assumption: employee only about $288,855 at 4% or $192,570 at 6%; with 50% employer match about $192,570 at 4% or $128,380 at 6%; with 100% employer match about $144,428 at 4% or $96,285 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$583,614$57,771$11,554iApproximate average salary by contribution assumption: employee only about $288,855 at 4% or $192,570 at 6%; with 50% employer match about $192,570 at 4% or $128,380 at 6%; with 100% employer match about $144,428 at 4% or $96,285 at 6%.
200214$465,558$55,345$13,836iApproximate average salary by contribution assumption: employee only about $345,906 at 4% or $230,604 at 6%; with 50% employer match about $230,604 at 4% or $153,736 at 6%; with 100% employer match about $172,953 at 4% or $115,302 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-4$465,558$55,345$13,836iApproximate average salary by contribution assumption: employee only about $345,906 at 4% or $230,604 at 6%; with 50% employer match about $230,604 at 4% or $153,736 at 6%; with 100% employer match about $172,953 at 4% or $115,302 at 6%.
200115$0$0-
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5---
200016$524,248$55,821$9,304iApproximate average salary by contribution assumption: employee only about $232,588 at 4% or $155,058 at 6%; with 50% employer match about $155,058 at 4% or $103,372 at 6%; with 100% employer match about $116,294 at 4% or $77,529 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-6$524,248$55,821$9,304iApproximate average salary by contribution assumption: employee only about $232,588 at 4% or $155,058 at 6%; with 50% employer match about $155,058 at 4% or $103,372 at 6%; with 100% employer match about $116,294 at 4% or $77,529 at 6%.
199915$510,893$48,564$9,713iApproximate average salary by contribution assumption: employee only about $242,820 at 4% or $161,880 at 6%; with 50% employer match about $161,880 at 4% or $107,920 at 6%; with 100% employer match about $121,410 at 4% or $80,940 at 6%.
Stephen M. Miller, CPA, Pa Employees Retirement Plan-5$510,893$48,564$9,713iApproximate average salary by contribution assumption: employee only about $242,820 at 4% or $161,880 at 6%; with 50% employer match about $161,880 at 4% or $107,920 at 6%; with 100% employer match about $121,410 at 4% or $80,940 at 6%.