Civic Intelligence

J. Lee Milligan Inc.

Plan context: J. Lee Milligan Inc. 401(K) Plan

EIN 75-0971715 • Amarillo, TX • 60 filings • 7 plans

9200 Triangle DriveAmarillo, TX 79108
Current Snapshot

Latest Year

2024

2024 Participants

368

2024 Assets

$10,825,825

2024 Contributions

$7,803,429

Historical Graphs

Total Assets Over Time

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

$71,508,968$35,754,484$0199920132024YearValue
$10,825,825Latest year 2024

Participants Over Time

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

3831920199920122024YearValue
368Latest year 2024

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
20242368$10,825,825$7,803,429$21,205iApproximate average salary by contribution assumption: employee only about $530,124 at 4% or $353,416 at 6%; with 50% employer match about $353,416 at 4% or $235,611 at 6%; with 100% employer match about $265,062 at 4% or $176,708 at 6%.
J. Lee Milligan Inc. 401(K) Plan-368$10,825,825$1,321,622$3,591iApproximate average salary by contribution assumption: employee only about $89,784 at 4% or $59,856 at 6%; with 50% employer match about $59,856 at 4% or $39,904 at 6%; with 100% employer match about $44,892 at 4% or $29,928 at 6%.
J Lee Milligan Health Benefit Plan-275-$6,481,807$23,570iApproximate average salary by contribution assumption: employee only about $589,255 at 4% or $392,837 at 6%; with 50% employer match about $392,837 at 4% or $261,891 at 6%; with 100% employer match about $294,628 at 4% or $196,418 at 6%.
20232331$71,508,968$2,622,418$7,923iApproximate average salary by contribution assumption: employee only about $198,068 at 4% or $132,045 at 6%; with 50% employer match about $132,045 at 4% or $88,030 at 6%; with 100% employer match about $99,034 at 4% or $66,023 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-301$61,400,936$1,469,593$4,882iApproximate average salary by contribution assumption: employee only about $122,059 at 4% or $81,373 at 6%; with 50% employer match about $81,373 at 4% or $54,249 at 6%; with 100% employer match about $61,030 at 4% or $40,686 at 6%.
J. Lee Milligan Inc. 401(K) Plan-331$10,108,032$1,152,825$3,483iApproximate average salary by contribution assumption: employee only about $87,071 at 4% or $58,048 at 6%; with 50% employer match about $58,048 at 4% or $38,698 at 6%; with 100% employer match about $43,536 at 4% or $29,024 at 6%.
20222344$46,084,077$4,630,691$13,461iApproximate average salary by contribution assumption: employee only about $336,533 at 4% or $224,355 at 6%; with 50% employer match about $224,355 at 4% or $149,570 at 6%; with 100% employer match about $168,266 at 4% or $112,178 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-301$36,196,672$3,345,871$11,116iApproximate average salary by contribution assumption: employee only about $277,896 at 4% or $185,264 at 6%; with 50% employer match about $185,264 at 4% or $123,509 at 6%; with 100% employer match about $138,948 at 4% or $92,632 at 6%.
J. Lee Milligan Inc. 401(K) Plan-344$9,887,405$1,284,820$3,735iApproximate average salary by contribution assumption: employee only about $93,374 at 4% or $62,249 at 6%; with 50% employer match about $62,249 at 4% or $41,499 at 6%; with 100% employer match about $46,687 at 4% or $31,125 at 6%.
20212351$47,353,074$2,987,525$8,511iApproximate average salary by contribution assumption: employee only about $212,787 at 4% or $141,858 at 6%; with 50% employer match about $141,858 at 4% or $94,572 at 6%; with 100% employer match about $106,393 at 4% or $70,929 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-327$36,131,142$1,827,266$5,588iApproximate average salary by contribution assumption: employee only about $139,699 at 4% or $93,133 at 6%; with 50% employer match about $93,133 at 4% or $62,089 at 6%; with 100% employer match about $69,850 at 4% or $46,566 at 6%.
J. Lee Milligan Inc. 401(K) Plan-351$11,221,932$1,160,259$3,306iApproximate average salary by contribution assumption: employee only about $82,640 at 4% or $55,093 at 6%; with 50% employer match about $55,093 at 4% or $36,729 at 6%; with 100% employer match about $41,320 at 4% or $27,547 at 6%.
20202378$47,390,709$2,904,969$7,685iApproximate average salary by contribution assumption: employee only about $192,128 at 4% or $128,085 at 6%; with 50% employer match about $128,085 at 4% or $85,390 at 6%; with 100% employer match about $96,064 at 4% or $64,043 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-339$37,419,171$1,776,119$5,239iApproximate average salary by contribution assumption: employee only about $130,982 at 4% or $87,321 at 6%; with 50% employer match about $87,321 at 4% or $58,214 at 6%; with 100% employer match about $65,491 at 4% or $43,661 at 6%.
J. Lee Milligan Inc. 401(K) Plan-378$9,971,538$1,128,850$2,986iApproximate average salary by contribution assumption: employee only about $74,659 at 4% or $49,773 at 6%; with 50% employer match about $49,773 at 4% or $33,182 at 6%; with 100% employer match about $37,330 at 4% or $24,886 at 6%.
20192383$48,077,344$3,040,897$7,940iApproximate average salary by contribution assumption: employee only about $198,492 at 4% or $132,328 at 6%; with 50% employer match about $132,328 at 4% or $88,219 at 6%; with 100% employer match about $99,246 at 4% or $66,164 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-355$39,517,729$2,101,680$5,920iApproximate average salary by contribution assumption: employee only about $148,006 at 4% or $98,670 at 6%; with 50% employer match about $98,670 at 4% or $65,780 at 6%; with 100% employer match about $74,003 at 4% or $49,335 at 6%.
J. Lee Milligan Inc. 401(K) Plan-383$8,559,615$939,217$2,452iApproximate average salary by contribution assumption: employee only about $61,307 at 4% or $40,871 at 6%; with 50% employer match about $40,871 at 4% or $27,247 at 6%; with 100% employer match about $30,653 at 4% or $20,436 at 6%.
20183354$43,481,356$8,241,560$23,281iApproximate average salary by contribution assumption: employee only about $582,031 at 4% or $388,021 at 6%; with 50% employer match about $388,021 at 4% or $258,680 at 6%; with 100% employer match about $291,016 at 4% or $194,010 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-354$36,645,408$2,843,743$8,033iApproximate average salary by contribution assumption: employee only about $200,829 at 4% or $133,886 at 6%; with 50% employer match about $133,886 at 4% or $89,257 at 6%; with 100% employer match about $100,415 at 4% or $66,943 at 6%.
J. Lee Milligan Inc. 401(K) Plan-353$6,835,948$769,813$2,181iApproximate average salary by contribution assumption: employee only about $54,519 at 4% or $36,346 at 6%; with 50% employer match about $36,346 at 4% or $24,231 at 6%; with 100% employer match about $27,260 at 4% or $18,173 at 6%.
J Lee Milligan Health Benefit Plan-335-$4,628,004$13,815iApproximate average salary by contribution assumption: employee only about $345,373 at 4% or $230,249 at 6%; with 50% employer match about $230,249 at 4% or $153,499 at 6%; with 100% employer match about $172,687 at 4% or $115,124 at 6%.
20172358$44,715,261$2,482,147$6,933iApproximate average salary by contribution assumption: employee only about $173,334 at 4% or $115,556 at 6%; with 50% employer match about $115,556 at 4% or $77,037 at 6%; with 100% employer match about $86,667 at 4% or $57,778 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-349$38,205,447$1,787,851$5,123iApproximate average salary by contribution assumption: employee only about $128,070 at 4% or $85,380 at 6%; with 50% employer match about $85,380 at 4% or $56,920 at 6%; with 100% employer match about $64,035 at 4% or $42,690 at 6%.
J. Lee Milligan Inc. 401(K) Plan-358$6,509,814$694,296$1,939iApproximate average salary by contribution assumption: employee only about $48,484 at 4% or $32,323 at 6%; with 50% employer match about $32,323 at 4% or $21,549 at 6%; with 100% employer match about $24,242 at 4% or $16,161 at 6%.
20162315$45,811,452$2,058,016$6,533iApproximate average salary by contribution assumption: employee only about $163,335 at 4% or $108,890 at 6%; with 50% employer match about $108,890 at 4% or $72,593 at 6%; with 100% employer match about $81,667 at 4% or $54,445 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-312$40,268,708$1,394,820$4,471iApproximate average salary by contribution assumption: employee only about $111,764 at 4% or $74,510 at 6%; with 50% employer match about $74,510 at 4% or $49,673 at 6%; with 100% employer match about $55,882 at 4% or $37,255 at 6%.
J. Lee Milligan Inc. 401(K) Plan-315$5,542,744$663,196$2,105iApproximate average salary by contribution assumption: employee only about $52,635 at 4% or $35,090 at 6%; with 50% employer match about $35,090 at 4% or $23,393 at 6%; with 100% employer match about $26,317 at 4% or $17,545 at 6%.
20153291$38,204,983$4,845,243$16,650iApproximate average salary by contribution assumption: employee only about $416,258 at 4% or $277,505 at 6%; with 50% employer match about $277,505 at 4% or $185,004 at 6%; with 100% employer match about $208,129 at 4% or $138,753 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-291$33,341,890$1,359,428$4,672iApproximate average salary by contribution assumption: employee only about $116,789 at 4% or $77,860 at 6%; with 50% employer match about $77,860 at 4% or $51,906 at 6%; with 100% employer match about $58,395 at 4% or $38,930 at 6%.
J. Lee Milligan Inc. 401(K) Plan-287$4,863,093$557,025$1,941iApproximate average salary by contribution assumption: employee only about $48,521 at 4% or $32,348 at 6%; with 50% employer match about $32,348 at 4% or $21,565 at 6%; with 100% employer match about $24,261 at 4% or $16,174 at 6%.
J Lee Milligan Health Benefit Plan-194-$2,928,790$15,097iApproximate average salary by contribution assumption: employee only about $377,421 at 4% or $251,614 at 6%; with 50% employer match about $251,614 at 4% or $167,743 at 6%; with 100% employer match about $188,711 at 4% or $125,807 at 6%.
20143278$29,638,083$3,512,255$12,634iApproximate average salary by contribution assumption: employee only about $315,850 at 4% or $210,567 at 6%; with 50% employer match about $210,567 at 4% or $140,378 at 6%; with 100% employer match about $157,925 at 4% or $105,283 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-274$24,977,404$1,120,632$4,090iApproximate average salary by contribution assumption: employee only about $102,247 at 4% or $68,165 at 6%; with 50% employer match about $68,165 at 4% or $45,443 at 6%; with 100% employer match about $51,124 at 4% or $34,082 at 6%.
J. Lee Milligan Inc. 401(K) Plan-278$4,660,679$560,113$2,015iApproximate average salary by contribution assumption: employee only about $50,370 at 4% or $33,580 at 6%; with 50% employer match about $33,580 at 4% or $22,387 at 6%; with 100% employer match about $25,185 at 4% or $16,790 at 6%.
J Lee Milligan Health Benefit Plan-167-$1,831,510$10,967iApproximate average salary by contribution assumption: employee only about $274,178 at 4% or $182,785 at 6%; with 50% employer match about $182,785 at 4% or $121,857 at 6%; with 100% employer match about $137,089 at 4% or $91,393 at 6%.
20132282$22,112,243$1,474,729$5,230iApproximate average salary by contribution assumption: employee only about $130,738 at 4% or $87,159 at 6%; with 50% employer match about $87,159 at 4% or $58,106 at 6%; with 100% employer match about $65,369 at 4% or $43,579 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-276$18,032,937$978,098$3,544iApproximate average salary by contribution assumption: employee only about $88,596 at 4% or $59,064 at 6%; with 50% employer match about $59,064 at 4% or $39,376 at 6%; with 100% employer match about $44,298 at 4% or $29,532 at 6%.
J. Lee Milligan Inc. 401(K) Plan-282$4,079,306$496,631$1,761iApproximate average salary by contribution assumption: employee only about $44,028 at 4% or $29,352 at 6%; with 50% employer match about $29,352 at 4% or $19,568 at 6%; with 100% employer match about $22,014 at 4% or $14,676 at 6%.
20123253$24,114,472$3,290,564$13,006iApproximate average salary by contribution assumption: employee only about $325,155 at 4% or $216,770 at 6%; with 50% employer match about $216,770 at 4% or $144,513 at 6%; with 100% employer match about $162,577 at 4% or $108,385 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-253$20,834,066$971,581$3,840iApproximate average salary by contribution assumption: employee only about $96,006 at 4% or $64,004 at 6%; with 50% employer match about $64,004 at 4% or $42,669 at 6%; with 100% employer match about $48,003 at 4% or $32,002 at 6%.
J. Lee Milligan Inc. 401(K) Plan-252$3,280,406$479,063$1,901iApproximate average salary by contribution assumption: employee only about $47,526 at 4% or $31,684 at 6%; with 50% employer match about $31,684 at 4% or $21,123 at 6%; with 100% employer match about $23,763 at 4% or $15,842 at 6%.
J Lee Milligan Health Benefit Plan-191-$1,839,920$9,633iApproximate average salary by contribution assumption: employee only about $240,827 at 4% or $160,551 at 6%; with 50% employer match about $160,551 at 4% or $107,034 at 6%; with 100% employer match about $120,414 at 4% or $80,276 at 6%.
20113248$20,406,215$3,463,695$13,967iApproximate average salary by contribution assumption: employee only about $349,163 at 4% or $232,775 at 6%; with 50% employer match about $232,775 at 4% or $155,183 at 6%; with 100% employer match about $174,581 at 4% or $116,388 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-248$17,741,151$1,470,155$5,928iApproximate average salary by contribution assumption: employee only about $148,201 at 4% or $98,801 at 6%; with 50% employer match about $98,801 at 4% or $65,867 at 6%; with 100% employer match about $74,101 at 4% or $49,400 at 6%.
J. Lee Milligan Inc. 401(K) Plan-214$2,665,064$432,705$2,022iApproximate average salary by contribution assumption: employee only about $50,550 at 4% or $33,700 at 6%; with 50% employer match about $33,700 at 4% or $22,467 at 6%; with 100% employer match about $25,275 at 4% or $16,850 at 6%.
J Lee Milligan Health Benefit Plan-188-$1,560,835$8,302iApproximate average salary by contribution assumption: employee only about $207,558 at 4% or $138,372 at 6%; with 50% employer match about $138,372 at 4% or $92,248 at 6%; with 100% employer match about $103,779 at 4% or $69,186 at 6%.
20102214$20,263,889$1,086,174$5,076iApproximate average salary by contribution assumption: employee only about $126,889 at 4% or $84,593 at 6%; with 50% employer match about $84,593 at 4% or $56,395 at 6%; with 100% employer match about $63,445 at 4% or $42,296 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-214$17,960,544$702,776$3,284iApproximate average salary by contribution assumption: employee only about $82,100 at 4% or $54,733 at 6%; with 50% employer match about $54,733 at 4% or $36,489 at 6%; with 100% employer match about $41,050 at 4% or $27,367 at 6%.
J. Lee Milligan Inc. 401(K) Plan-195$2,303,345$383,398$1,966iApproximate average salary by contribution assumption: employee only about $49,154 at 4% or $32,769 at 6%; with 50% employer match about $32,769 at 4% or $21,846 at 6%; with 100% employer match about $24,577 at 4% or $16,385 at 6%.
20093197$18,397,108$2,968,089$15,066iApproximate average salary by contribution assumption: employee only about $376,661 at 4% or $251,107 at 6%; with 50% employer match about $251,107 at 4% or $167,405 at 6%; with 100% employer match about $188,331 at 4% or $125,554 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-197$16,469,307$1,355,359$6,880iApproximate average salary by contribution assumption: employee only about $172,000 at 4% or $114,667 at 6%; with 50% employer match about $114,667 at 4% or $76,444 at 6%; with 100% employer match about $86,000 at 4% or $57,333 at 6%.
J. Lee Milligan Inc. 401(K) Plan-185$1,927,801$274,058$1,481iApproximate average salary by contribution assumption: employee only about $37,035 at 4% or $24,690 at 6%; with 50% employer match about $24,690 at 4% or $16,460 at 6%; with 100% employer match about $18,517 at 4% or $12,345 at 6%.
J Lee Milligan Health Benefit Plan-136-$1,338,672$9,843iApproximate average salary by contribution assumption: employee only about $246,079 at 4% or $164,053 at 6%; with 50% employer match about $164,053 at 4% or $109,369 at 6%; with 100% employer match about $123,040 at 4% or $82,026 at 6%.
20081139$757,916$207,314$1,491iApproximate average salary by contribution assumption: employee only about $37,287 at 4% or $24,858 at 6%; with 50% employer match about $24,858 at 4% or $16,572 at 6%; with 100% employer match about $18,643 at 4% or $12,429 at 6%.
J. Lee Milligan Inc. 401(K) Plan-139$757,916$207,314$1,491iApproximate average salary by contribution assumption: employee only about $37,287 at 4% or $24,858 at 6%; with 50% employer match about $24,858 at 4% or $16,572 at 6%; with 100% employer match about $18,643 at 4% or $12,429 at 6%.
20072137$925,642$224,213$1,637iApproximate average salary by contribution assumption: employee only about $40,915 at 4% or $27,277 at 6%; with 50% employer match about $27,277 at 4% or $18,184 at 6%; with 100% employer match about $20,457 at 4% or $13,638 at 6%.
J. Lee Milligan Inc. 401(K) Plan-132$925,642$224,213$1,699iApproximate average salary by contribution assumption: employee only about $42,465 at 4% or $28,310 at 6%; with 50% employer match about $28,310 at 4% or $18,873 at 6%; with 100% employer match about $21,232 at 4% or $14,155 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-137---
20063128$15,722,818$708,743$5,537iApproximate average salary by contribution assumption: employee only about $138,426 at 4% or $92,284 at 6%; with 50% employer match about $92,284 at 4% or $61,523 at 6%; with 100% employer match about $69,213 at 4% or $46,142 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-127$14,918,611$476,193$3,750iApproximate average salary by contribution assumption: employee only about $93,739 at 4% or $62,493 at 6%; with 50% employer match about $62,493 at 4% or $41,662 at 6%; with 100% employer match about $46,869 at 4% or $31,246 at 6%.
J. Lee Milligan Inc. 401(K) Plan-124$804,207$232,550$1,875iApproximate average salary by contribution assumption: employee only about $46,885 at 4% or $31,257 at 6%; with 50% employer match about $31,257 at 4% or $20,838 at 6%; with 100% employer match about $23,443 at 4% or $15,628 at 6%.
J Lee Milligan Health Benefit Plan-128---
20053124$15,196,871$1,720,163$13,872iApproximate average salary by contribution assumption: employee only about $346,807 at 4% or $231,205 at 6%; with 50% employer match about $231,205 at 4% or $154,136 at 6%; with 100% employer match about $173,404 at 4% or $115,602 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-124$14,600,497$688,193$5,550iApproximate average salary by contribution assumption: employee only about $138,749 at 4% or $92,499 at 6%; with 50% employer match about $92,499 at 4% or $61,666 at 6%; with 100% employer match about $69,374 at 4% or $46,250 at 6%.
J. Lee Milligan Inc. 401(K) Plan-124$596,374$236,688$1,909iApproximate average salary by contribution assumption: employee only about $47,719 at 4% or $31,813 at 6%; with 50% employer match about $31,813 at 4% or $21,209 at 6%; with 100% employer match about $23,860 at 4% or $15,906 at 6%.
J Lee Milligan Health Benefit Plan-107-$795,282$7,433iApproximate average salary by contribution assumption: employee only about $185,814 at 4% or $123,876 at 6%; with 50% employer match about $123,876 at 4% or $82,584 at 6%; with 100% employer match about $92,907 at 4% or $61,938 at 6%.
20043132$407,483$1,081,127$8,190iApproximate average salary by contribution assumption: employee only about $204,759 at 4% or $136,506 at 6%; with 50% employer match about $136,506 at 4% or $91,004 at 6%; with 100% employer match about $102,379 at 4% or $68,253 at 6%.
J. Lee Milligan Inc. 401(K) Plan-117$407,483$256,659$2,194iApproximate average salary by contribution assumption: employee only about $54,842 at 4% or $36,561 at 6%; with 50% employer match about $36,561 at 4% or $24,374 at 6%; with 100% employer match about $27,421 at 4% or $18,281 at 6%.
J Lee Milligan Health Benefit Plan-107-$824,468$7,705iApproximate average salary by contribution assumption: employee only about $192,633 at 4% or $128,422 at 6%; with 50% employer match about $128,422 at 4% or $85,615 at 6%; with 100% employer match about $96,316 at 4% or $64,211 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-132---
20033136$157,759$151,630$1,115iApproximate average salary by contribution assumption: employee only about $27,873 at 4% or $18,582 at 6%; with 50% employer match about $18,582 at 4% or $12,388 at 6%; with 100% employer match about $13,937 at 4% or $9,291 at 6%.
J. Lee Milligan Inc. 401(K) Plan-136$157,759$151,630$1,115iApproximate average salary by contribution assumption: employee only about $27,873 at 4% or $18,582 at 6%; with 50% employer match about $18,582 at 4% or $12,388 at 6%; with 100% employer match about $13,937 at 4% or $9,291 at 6%.
J Lee Milligan Health Benefit Plan-107---
J Lee Milligan Inc., Employee Stock Ownership Plan-121---
20022202$3,088,364$1,195,122$5,916iApproximate average salary by contribution assumption: employee only about $147,911 at 4% or $98,607 at 6%; with 50% employer match about $98,607 at 4% or $65,738 at 6%; with 100% employer match about $73,956 at 4% or $49,304 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-202$3,088,364--
J Lee Milligan Health Benefit Plan-115-$1,195,122$10,392iApproximate average salary by contribution assumption: employee only about $259,809 at 4% or $173,206 at 6%; with 50% employer match about $173,206 at 4% or $115,471 at 6%; with 100% employer match about $129,905 at 4% or $86,603 at 6%.
20012199$0$0-
J Lee Milligan Health Benefit Plan-116---
J Lee Milligan Inc., Employee Stock Ownership Plan-199---
20002155$0$0-
J Lee Milligan Health Benefit Plan-113---
J Lee Milligan Inc., Employee Stock Ownership Plan-155---
19991137$2,001,684$450,000$3,285iApproximate average salary by contribution assumption: employee only about $82,117 at 4% or $54,745 at 6%; with 50% employer match about $54,745 at 4% or $36,496 at 6%; with 100% employer match about $41,058 at 4% or $27,372 at 6%.
J Lee Milligan Inc., Employee Stock Ownership Plan-137$2,001,684$450,000$3,285iApproximate average salary by contribution assumption: employee only about $82,117 at 4% or $54,745 at 6%; with 50% employer match about $54,745 at 4% or $36,496 at 6%; with 100% employer match about $41,058 at 4% or $27,372 at 6%.