Short Wiggins Margo & Butts, A.P.C.
Plan context: Short Wiggins Margo & Adler 401K Plan
EIN 73-1113979 • Oklahoma City, OK • 31 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$2,204,126
2024 Contributions
$161,753
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 | 16 | $2,204,126 | $161,753 | $10,110iApproximate average salary by contribution assumption: employee only about $252,739 at 4% or $168,493 at 6%; with 50% employer match about $168,493 at 4% or $112,328 at 6%; with 100% employer match about $126,370 at 4% or $84,246 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 16 | $2,204,126 | $161,753 | $10,110iApproximate average salary by contribution assumption: employee only about $252,739 at 4% or $168,493 at 6%; with 50% employer match about $168,493 at 4% or $112,328 at 6%; with 100% employer match about $126,370 at 4% or $84,246 at 6%. |
| 2023 | 1 | 14 | $1,922,452 | $164,964 | $11,783iApproximate average salary by contribution assumption: employee only about $294,579 at 4% or $196,386 at 6%; with 50% employer match about $196,386 at 4% or $130,924 at 6%; with 100% employer match about $147,289 at 4% or $98,193 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 14 | $1,922,452 | $164,964 | $11,783iApproximate average salary by contribution assumption: employee only about $294,579 at 4% or $196,386 at 6%; with 50% employer match about $196,386 at 4% or $130,924 at 6%; with 100% employer match about $147,289 at 4% or $98,193 at 6%. |
| 2022 | 1 | 16 | $1,656,790 | $165,993 | $10,375iApproximate average salary by contribution assumption: employee only about $259,364 at 4% or $172,909 at 6%; with 50% employer match about $172,909 at 4% or $115,273 at 6%; with 100% employer match about $129,682 at 4% or $86,455 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 16 | $1,656,790 | $165,993 | $10,375iApproximate average salary by contribution assumption: employee only about $259,364 at 4% or $172,909 at 6%; with 50% employer match about $172,909 at 4% or $115,273 at 6%; with 100% employer match about $129,682 at 4% or $86,455 at 6%. |
| 2021 | 1 | 14 | $1,830,205 | $133,228 | $9,516iApproximate average salary by contribution assumption: employee only about $237,907 at 4% or $158,605 at 6%; with 50% employer match about $158,605 at 4% or $105,737 at 6%; with 100% employer match about $118,954 at 4% or $79,302 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 14 | $1,830,205 | $133,228 | $9,516iApproximate average salary by contribution assumption: employee only about $237,907 at 4% or $158,605 at 6%; with 50% employer match about $158,605 at 4% or $105,737 at 6%; with 100% employer match about $118,954 at 4% or $79,302 at 6%. |
| 2020 | 1 | 16 | $1,508,974 | $129,002 | $8,063iApproximate average salary by contribution assumption: employee only about $201,566 at 4% or $134,377 at 6%; with 50% employer match about $134,377 at 4% or $89,585 at 6%; with 100% employer match about $100,783 at 4% or $67,189 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 16 | $1,508,974 | $129,002 | $8,063iApproximate average salary by contribution assumption: employee only about $201,566 at 4% or $134,377 at 6%; with 50% employer match about $134,377 at 4% or $89,585 at 6%; with 100% employer match about $100,783 at 4% or $67,189 at 6%. |
| 2019 | 1 | 18 | $2,097,165 | $127,888 | $7,105iApproximate average salary by contribution assumption: employee only about $177,622 at 4% or $118,415 at 6%; with 50% employer match about $118,415 at 4% or $78,943 at 6%; with 100% employer match about $88,811 at 4% or $59,207 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 18 | $2,097,165 | $127,888 | $7,105iApproximate average salary by contribution assumption: employee only about $177,622 at 4% or $118,415 at 6%; with 50% employer match about $118,415 at 4% or $78,943 at 6%; with 100% employer match about $88,811 at 4% or $59,207 at 6%. |
| 2018 | 1 | 23 | $2,015,628 | $126,592 | $5,504iApproximate average salary by contribution assumption: employee only about $137,600 at 4% or $91,733 at 6%; with 50% employer match about $91,733 at 4% or $61,156 at 6%; with 100% employer match about $68,800 at 4% or $45,867 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 23 | $2,015,628 | $126,592 | $5,504iApproximate average salary by contribution assumption: employee only about $137,600 at 4% or $91,733 at 6%; with 50% employer match about $91,733 at 4% or $61,156 at 6%; with 100% employer match about $68,800 at 4% or $45,867 at 6%. |
| 2017 | 1 | 21 | $2,012,807 | $152,424 | $7,258iApproximate average salary by contribution assumption: employee only about $181,457 at 4% or $120,971 at 6%; with 50% employer match about $120,971 at 4% or $80,648 at 6%; with 100% employer match about $90,729 at 4% or $60,486 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 21 | $2,012,807 | $152,424 | $7,258iApproximate average salary by contribution assumption: employee only about $181,457 at 4% or $120,971 at 6%; with 50% employer match about $120,971 at 4% or $80,648 at 6%; with 100% employer match about $90,729 at 4% or $60,486 at 6%. |
| 2016 | 1 | 19 | $1,720,878 | $98,004 | $5,158iApproximate average salary by contribution assumption: employee only about $128,953 at 4% or $85,968 at 6%; with 50% employer match about $85,968 at 4% or $57,312 at 6%; with 100% employer match about $64,476 at 4% or $42,984 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 19 | $1,720,878 | $98,004 | $5,158iApproximate average salary by contribution assumption: employee only about $128,953 at 4% or $85,968 at 6%; with 50% employer match about $85,968 at 4% or $57,312 at 6%; with 100% employer match about $64,476 at 4% or $42,984 at 6%. |
| 2015 | 1 | 18 | $1,552,050 | $110,882 | $6,160iApproximate average salary by contribution assumption: employee only about $154,003 at 4% or $102,669 at 6%; with 50% employer match about $102,669 at 4% or $68,446 at 6%; with 100% employer match about $77,001 at 4% or $51,334 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 18 | $1,552,050 | $110,882 | $6,160iApproximate average salary by contribution assumption: employee only about $154,003 at 4% or $102,669 at 6%; with 50% employer match about $102,669 at 4% or $68,446 at 6%; with 100% employer match about $77,001 at 4% or $51,334 at 6%. |
| 2014 | 1 | 18 | $1,632,907 | $126,548 | $7,030iApproximate average salary by contribution assumption: employee only about $175,761 at 4% or $117,174 at 6%; with 50% employer match about $117,174 at 4% or $78,116 at 6%; with 100% employer match about $87,881 at 4% or $58,587 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 18 | $1,632,907 | $126,548 | $7,030iApproximate average salary by contribution assumption: employee only about $175,761 at 4% or $117,174 at 6%; with 50% employer match about $117,174 at 4% or $78,116 at 6%; with 100% employer match about $87,881 at 4% or $58,587 at 6%. |
| 2013 | 1 | 18 | $1,486,740 | $105,110 | $5,839iApproximate average salary by contribution assumption: employee only about $145,986 at 4% or $97,324 at 6%; with 50% employer match about $97,324 at 4% or $64,883 at 6%; with 100% employer match about $72,993 at 4% or $48,662 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 18 | $1,486,740 | $105,110 | $5,839iApproximate average salary by contribution assumption: employee only about $145,986 at 4% or $97,324 at 6%; with 50% employer match about $97,324 at 4% or $64,883 at 6%; with 100% employer match about $72,993 at 4% or $48,662 at 6%. |
| 2012 | 1 | 19 | $1,281,496 | $104,909 | $5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 19 | $1,281,496 | $104,909 | $5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%. |
| 2011 | 1 | 20 | $1,062,420 | $96,080 | $4,804iApproximate average salary by contribution assumption: employee only about $120,100 at 4% or $80,067 at 6%; with 50% employer match about $80,067 at 4% or $53,378 at 6%; with 100% employer match about $60,050 at 4% or $40,033 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 20 | $1,062,420 | $96,080 | $4,804iApproximate average salary by contribution assumption: employee only about $120,100 at 4% or $80,067 at 6%; with 50% employer match about $80,067 at 4% or $53,378 at 6%; with 100% employer match about $60,050 at 4% or $40,033 at 6%. |
| 2010 | 1 | 20 | $1,087,613 | $106,989 | $5,349iApproximate average salary by contribution assumption: employee only about $133,736 at 4% or $89,158 at 6%; with 50% employer match about $89,158 at 4% or $59,438 at 6%; with 100% employer match about $66,868 at 4% or $44,579 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 20 | $1,087,613 | $106,989 | $5,349iApproximate average salary by contribution assumption: employee only about $133,736 at 4% or $89,158 at 6%; with 50% employer match about $89,158 at 4% or $59,438 at 6%; with 100% employer match about $66,868 at 4% or $44,579 at 6%. |
| 2009 | 1 | 20 | $924,957 | $102,004 | $5,100iApproximate average salary by contribution assumption: employee only about $127,505 at 4% or $85,003 at 6%; with 50% employer match about $85,003 at 4% or $56,669 at 6%; with 100% employer match about $63,753 at 4% or $42,502 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 20 | $924,957 | $102,004 | $5,100iApproximate average salary by contribution assumption: employee only about $127,505 at 4% or $85,003 at 6%; with 50% employer match about $85,003 at 4% or $56,669 at 6%; with 100% employer match about $63,753 at 4% or $42,502 at 6%. |
| 2008 | 1 | 14 | $683,214 | $131,708 | $9,408iApproximate average salary by contribution assumption: employee only about $235,193 at 4% or $156,795 at 6%; with 50% employer match about $156,795 at 4% or $104,530 at 6%; with 100% employer match about $117,596 at 4% or $78,398 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 14 | $683,214 | $131,708 | $9,408iApproximate average salary by contribution assumption: employee only about $235,193 at 4% or $156,795 at 6%; with 50% employer match about $156,795 at 4% or $104,530 at 6%; with 100% employer match about $117,596 at 4% or $78,398 at 6%. |
| 2007 | 1 | 15 | $773,986 | $122,805 | $8,187iApproximate average salary by contribution assumption: employee only about $204,675 at 4% or $136,450 at 6%; with 50% employer match about $136,450 at 4% or $90,967 at 6%; with 100% employer match about $102,338 at 4% or $68,225 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 15 | $773,986 | $122,805 | $8,187iApproximate average salary by contribution assumption: employee only about $204,675 at 4% or $136,450 at 6%; with 50% employer match about $136,450 at 4% or $90,967 at 6%; with 100% employer match about $102,338 at 4% or $68,225 at 6%. |
| 2006 | 1 | 13 | $710,007 | $81,296 | $6,254iApproximate average salary by contribution assumption: employee only about $156,338 at 4% or $104,226 at 6%; with 50% employer match about $104,226 at 4% or $69,484 at 6%; with 100% employer match about $78,169 at 4% or $52,113 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 13 | $710,007 | $81,296 | $6,254iApproximate average salary by contribution assumption: employee only about $156,338 at 4% or $104,226 at 6%; with 50% employer match about $104,226 at 4% or $69,484 at 6%; with 100% employer match about $78,169 at 4% or $52,113 at 6%. |
| 2005 | 1 | 13 | $971,171 | $172,691 | $13,284iApproximate average salary by contribution assumption: employee only about $332,098 at 4% or $221,399 at 6%; with 50% employer match about $221,399 at 4% or $147,599 at 6%; with 100% employer match about $166,049 at 4% or $110,699 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 13 | $971,171 | $172,691 | $13,284iApproximate average salary by contribution assumption: employee only about $332,098 at 4% or $221,399 at 6%; with 50% employer match about $221,399 at 4% or $147,599 at 6%; with 100% employer match about $166,049 at 4% or $110,699 at 6%. |
| 2004 | 1 | 22 | $748,805 | $164,173 | $7,462iApproximate average salary by contribution assumption: employee only about $186,560 at 4% or $124,373 at 6%; with 50% employer match about $124,373 at 4% or $82,916 at 6%; with 100% employer match about $93,280 at 4% or $62,187 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 22 | $748,805 | $164,173 | $7,462iApproximate average salary by contribution assumption: employee only about $186,560 at 4% or $124,373 at 6%; with 50% employer match about $124,373 at 4% or $82,916 at 6%; with 100% employer match about $93,280 at 4% or $62,187 at 6%. |
| 2003 | 2 | 30 | $525,917 | $265,683 | $8,856iApproximate average salary by contribution assumption: employee only about $221,403 at 4% or $147,602 at 6%; with 50% employer match about $147,602 at 4% or $98,401 at 6%; with 100% employer match about $110,701 at 4% or $73,801 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 20 | $525,917 | $86,885 | $4,344iApproximate average salary by contribution assumption: employee only about $108,606 at 4% or $72,404 at 6%; with 50% employer match about $72,404 at 4% or $48,269 at 6%; with 100% employer match about $54,303 at 4% or $36,202 at 6%. |
| Short Wiggins Margo & Butts Employee Benefit Plan | - | 30 | - | $178,798 | $5,960iApproximate average salary by contribution assumption: employee only about $148,998 at 4% or $99,332 at 6%; with 50% employer match about $99,332 at 4% or $66,221 at 6%; with 100% employer match about $74,499 at 4% or $49,666 at 6%. |
| 2002 | 2 | 30 | $378,145 | $239,275 | $7,976iApproximate average salary by contribution assumption: employee only about $199,396 at 4% or $132,931 at 6%; with 50% employer match about $132,931 at 4% or $88,620 at 6%; with 100% employer match about $99,698 at 4% or $66,465 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 18 | $378,145 | $77,635 | $4,313iApproximate average salary by contribution assumption: employee only about $107,826 at 4% or $71,884 at 6%; with 50% employer match about $71,884 at 4% or $47,923 at 6%; with 100% employer match about $53,913 at 4% or $35,942 at 6%. |
| Short Wiggins Margo & Butts Employee Benefit Plan | - | 30 | - | $161,640 | $5,388iApproximate average salary by contribution assumption: employee only about $134,700 at 4% or $89,800 at 6%; with 50% employer match about $89,800 at 4% or $59,867 at 6%; with 100% employer match about $67,350 at 4% or $44,900 at 6%. |
| 2001 | 2 | 29 | $383,420 | $61,216 | $2,111iApproximate average salary by contribution assumption: employee only about $52,772 at 4% or $35,182 at 6%; with 50% employer match about $35,182 at 4% or $23,454 at 6%; with 100% employer match about $26,386 at 4% or $17,591 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 17 | $383,420 | $61,216 | $3,601iApproximate average salary by contribution assumption: employee only about $90,024 at 4% or $60,016 at 6%; with 50% employer match about $60,016 at 4% or $40,010 at 6%; with 100% employer match about $45,012 at 4% or $30,008 at 6%. |
| Short Wiggins Margo & Butts Employee Benefit Plan | - | 29 | - | - | - |
| 2000 | 2 | 25 | $412,654 | $66,838 | $2,674iApproximate average salary by contribution assumption: employee only about $66,838 at 4% or $44,559 at 6%; with 50% employer match about $44,559 at 4% or $29,706 at 6%; with 100% employer match about $33,419 at 4% or $22,279 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 18 | $412,654 | $66,838 | $3,713iApproximate average salary by contribution assumption: employee only about $92,831 at 4% or $61,887 at 6%; with 50% employer match about $61,887 at 4% or $41,258 at 6%; with 100% employer match about $46,415 at 4% or $30,944 at 6%. |
| Short Wiggins Margo & Butts Employee Benefit Plan | - | 25 | - | - | - |
| 1999 | 2 | 26 | $466,702 | $179,151 | $6,890iApproximate average salary by contribution assumption: employee only about $172,261 at 4% or $114,840 at 6%; with 50% employer match about $114,840 at 4% or $76,560 at 6%; with 100% employer match about $86,130 at 4% or $57,420 at 6%. |
| Short Wiggins Margo & Adler 401K Plan | - | 18 | $466,702 | $61,476 | $3,415iApproximate average salary by contribution assumption: employee only about $85,383 at 4% or $56,922 at 6%; with 50% employer match about $56,922 at 4% or $37,948 at 6%; with 100% employer match about $42,692 at 4% or $28,461 at 6%. |
| Short Wiggins Margo & Butts Employee Benefit Plan | - | 26 | - | $117,675 | $4,526iApproximate average salary by contribution assumption: employee only about $113,149 at 4% or $75,433 at 6%; with 50% employer match about $75,433 at 4% or $50,288 at 6%; with 100% employer match about $56,575 at 4% or $37,716 at 6%. |