Stratton & Associates PLLC
Plan context: Stratton & Associates PLLC 401K Profit Sharing Plan
EIN 82-0505143 • Boise, ID • 29 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$1,872,812
2023 Contributions
$115,716
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 4 | $1,872,812 | $115,716 | $28,929iApproximate average salary by contribution assumption: employee only about $723,225 at 4% or $482,150 at 6%; with 50% employer match about $482,150 at 4% or $321,433 at 6%; with 100% employer match about $361,613 at 4% or $241,075 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 4 | $1,872,812 | $115,716 | $28,929iApproximate average salary by contribution assumption: employee only about $723,225 at 4% or $482,150 at 6%; with 50% employer match about $482,150 at 4% or $321,433 at 6%; with 100% employer match about $361,613 at 4% or $241,075 at 6%. |
| 2022 | 1 | 4 | $1,556,920 | $109,113 | $27,278iApproximate average salary by contribution assumption: employee only about $681,956 at 4% or $454,638 at 6%; with 50% employer match about $454,638 at 4% or $303,092 at 6%; with 100% employer match about $340,978 at 4% or $227,319 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 4 | $1,556,920 | $109,113 | $27,278iApproximate average salary by contribution assumption: employee only about $681,956 at 4% or $454,638 at 6%; with 50% employer match about $454,638 at 4% or $303,092 at 6%; with 100% employer match about $340,978 at 4% or $227,319 at 6%. |
| 2021 | 1 | 4 | $1,434,236 | $79,300 | $19,825iApproximate average salary by contribution assumption: employee only about $495,625 at 4% or $330,417 at 6%; with 50% employer match about $330,417 at 4% or $220,278 at 6%; with 100% employer match about $247,813 at 4% or $165,208 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 4 | $1,434,236 | $79,300 | $19,825iApproximate average salary by contribution assumption: employee only about $495,625 at 4% or $330,417 at 6%; with 50% employer match about $330,417 at 4% or $220,278 at 6%; with 100% employer match about $247,813 at 4% or $165,208 at 6%. |
| 2020 | 1 | 6 | $1,619,267 | $94,922 | $15,820iApproximate average salary by contribution assumption: employee only about $395,508 at 4% or $263,672 at 6%; with 50% employer match about $263,672 at 4% or $175,781 at 6%; with 100% employer match about $197,754 at 4% or $131,836 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $1,619,267 | $94,922 | $15,820iApproximate average salary by contribution assumption: employee only about $395,508 at 4% or $263,672 at 6%; with 50% employer match about $263,672 at 4% or $175,781 at 6%; with 100% employer match about $197,754 at 4% or $131,836 at 6%. |
| 2019 | 1 | 6 | $1,208,080 | $134,101 | $22,350iApproximate average salary by contribution assumption: employee only about $558,754 at 4% or $372,503 at 6%; with 50% employer match about $372,503 at 4% or $248,335 at 6%; with 100% employer match about $279,377 at 4% or $186,251 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $1,208,080 | $134,101 | $22,350iApproximate average salary by contribution assumption: employee only about $558,754 at 4% or $372,503 at 6%; with 50% employer match about $372,503 at 4% or $248,335 at 6%; with 100% employer match about $279,377 at 4% or $186,251 at 6%. |
| 2018 | 1 | 6 | $1,170,559 | $76,805 | $12,801iApproximate average salary by contribution assumption: employee only about $320,021 at 4% or $213,347 at 6%; with 50% employer match about $213,347 at 4% or $142,231 at 6%; with 100% employer match about $160,010 at 4% or $106,674 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $1,170,559 | $76,805 | $12,801iApproximate average salary by contribution assumption: employee only about $320,021 at 4% or $213,347 at 6%; with 50% employer match about $213,347 at 4% or $142,231 at 6%; with 100% employer match about $160,010 at 4% or $106,674 at 6%. |
| 2017 | 1 | 5 | $1,026,559 | $86,278 | $17,256iApproximate average salary by contribution assumption: employee only about $431,390 at 4% or $287,593 at 6%; with 50% employer match about $287,593 at 4% or $191,729 at 6%; with 100% employer match about $215,695 at 4% or $143,797 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 5 | $1,026,559 | $86,278 | $17,256iApproximate average salary by contribution assumption: employee only about $431,390 at 4% or $287,593 at 6%; with 50% employer match about $287,593 at 4% or $191,729 at 6%; with 100% employer match about $215,695 at 4% or $143,797 at 6%. |
| 2016 | 1 | 5 | $1,495,856 | $70,009 | $14,002iApproximate average salary by contribution assumption: employee only about $350,045 at 4% or $233,363 at 6%; with 50% employer match about $233,363 at 4% or $155,576 at 6%; with 100% employer match about $175,023 at 4% or $116,682 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 5 | $1,495,856 | $70,009 | $14,002iApproximate average salary by contribution assumption: employee only about $350,045 at 4% or $233,363 at 6%; with 50% employer match about $233,363 at 4% or $155,576 at 6%; with 100% employer match about $175,023 at 4% or $116,682 at 6%. |
| 2015 | 1 | 6 | $3,911,792 | $71,742 | $11,957iApproximate average salary by contribution assumption: employee only about $298,925 at 4% or $199,283 at 6%; with 50% employer match about $199,283 at 4% or $132,856 at 6%; with 100% employer match about $149,463 at 4% or $99,642 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $3,911,792 | $71,742 | $11,957iApproximate average salary by contribution assumption: employee only about $298,925 at 4% or $199,283 at 6%; with 50% employer match about $199,283 at 4% or $132,856 at 6%; with 100% employer match about $149,463 at 4% or $99,642 at 6%. |
| 2014 | 1 | 6 | $3,670,280 | $71,874 | $11,979iApproximate average salary by contribution assumption: employee only about $299,475 at 4% or $199,650 at 6%; with 50% employer match about $199,650 at 4% or $133,100 at 6%; with 100% employer match about $149,738 at 4% or $99,825 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $3,670,280 | $71,874 | $11,979iApproximate average salary by contribution assumption: employee only about $299,475 at 4% or $199,650 at 6%; with 50% employer match about $199,650 at 4% or $133,100 at 6%; with 100% employer match about $149,738 at 4% or $99,825 at 6%. |
| 2013 | 1 | 6 | $3,330,005 | $70,170 | $11,695iApproximate average salary by contribution assumption: employee only about $292,375 at 4% or $194,917 at 6%; with 50% employer match about $194,917 at 4% or $129,944 at 6%; with 100% employer match about $146,188 at 4% or $97,458 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $3,330,005 | $70,170 | $11,695iApproximate average salary by contribution assumption: employee only about $292,375 at 4% or $194,917 at 6%; with 50% employer match about $194,917 at 4% or $129,944 at 6%; with 100% employer match about $146,188 at 4% or $97,458 at 6%. |
| 2012 | 1 | 6 | $2,850,647 | $73,708 | $12,285iApproximate average salary by contribution assumption: employee only about $307,117 at 4% or $204,744 at 6%; with 50% employer match about $204,744 at 4% or $136,496 at 6%; with 100% employer match about $153,558 at 4% or $102,372 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $2,850,647 | $73,708 | $12,285iApproximate average salary by contribution assumption: employee only about $307,117 at 4% or $204,744 at 6%; with 50% employer match about $204,744 at 4% or $136,496 at 6%; with 100% employer match about $153,558 at 4% or $102,372 at 6%. |
| 2011 | 1 | 6 | $2,478,739 | $73,661 | $12,277iApproximate average salary by contribution assumption: employee only about $306,921 at 4% or $204,614 at 6%; with 50% employer match about $204,614 at 4% or $136,409 at 6%; with 100% employer match about $153,460 at 4% or $102,307 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $2,478,739 | $73,661 | $12,277iApproximate average salary by contribution assumption: employee only about $306,921 at 4% or $204,614 at 6%; with 50% employer match about $204,614 at 4% or $136,409 at 6%; with 100% employer match about $153,460 at 4% or $102,307 at 6%. |
| 2010 | 1 | 6 | $2,368,240 | $72,524 | $12,087iApproximate average salary by contribution assumption: employee only about $302,183 at 4% or $201,456 at 6%; with 50% employer match about $201,456 at 4% or $134,304 at 6%; with 100% employer match about $151,092 at 4% or $100,728 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $2,368,240 | $72,524 | $12,087iApproximate average salary by contribution assumption: employee only about $302,183 at 4% or $201,456 at 6%; with 50% employer match about $201,456 at 4% or $134,304 at 6%; with 100% employer match about $151,092 at 4% or $100,728 at 6%. |
| 2009 | 1 | 6 | $2,022,027 | $76,202 | $12,700iApproximate average salary by contribution assumption: employee only about $317,508 at 4% or $211,672 at 6%; with 50% employer match about $211,672 at 4% or $141,115 at 6%; with 100% employer match about $158,754 at 4% or $105,836 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $2,022,027 | $76,202 | $12,700iApproximate average salary by contribution assumption: employee only about $317,508 at 4% or $211,672 at 6%; with 50% employer match about $211,672 at 4% or $141,115 at 6%; with 100% employer match about $158,754 at 4% or $105,836 at 6%. |
| 2008 | 1 | 7 | $1,452,113 | $81,972 | $11,710iApproximate average salary by contribution assumption: employee only about $292,757 at 4% or $195,171 at 6%; with 50% employer match about $195,171 at 4% or $130,114 at 6%; with 100% employer match about $146,379 at 4% or $97,586 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 7 | $1,452,113 | $81,972 | $11,710iApproximate average salary by contribution assumption: employee only about $292,757 at 4% or $195,171 at 6%; with 50% employer match about $195,171 at 4% or $130,114 at 6%; with 100% employer match about $146,379 at 4% or $97,586 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 5 | $1,588,781 | $107,655 | $21,531iApproximate average salary by contribution assumption: employee only about $538,275 at 4% or $358,850 at 6%; with 50% employer match about $358,850 at 4% or $239,233 at 6%; with 100% employer match about $269,138 at 4% or $179,425 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 5 | $1,588,781 | $107,655 | $21,531iApproximate average salary by contribution assumption: employee only about $538,275 at 4% or $358,850 at 6%; with 50% employer match about $358,850 at 4% or $239,233 at 6%; with 100% employer match about $269,138 at 4% or $179,425 at 6%. |
| 2005 | 1 | 6 | $1,347,596 | $106,204 | $17,701iApproximate average salary by contribution assumption: employee only about $442,517 at 4% or $295,011 at 6%; with 50% employer match about $295,011 at 4% or $196,674 at 6%; with 100% employer match about $221,258 at 4% or $147,506 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $1,347,596 | $106,204 | $17,701iApproximate average salary by contribution assumption: employee only about $442,517 at 4% or $295,011 at 6%; with 50% employer match about $295,011 at 4% or $196,674 at 6%; with 100% employer match about $221,258 at 4% or $147,506 at 6%. |
| 2004 | 1 | 6 | $1,193,711 | $92,746 | $15,458iApproximate average salary by contribution assumption: employee only about $386,442 at 4% or $257,628 at 6%; with 50% employer match about $257,628 at 4% or $171,752 at 6%; with 100% employer match about $193,221 at 4% or $128,814 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $1,193,711 | $92,746 | $15,458iApproximate average salary by contribution assumption: employee only about $386,442 at 4% or $257,628 at 6%; with 50% employer match about $257,628 at 4% or $171,752 at 6%; with 100% employer match about $193,221 at 4% or $128,814 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2002 | 1 | 6 | $759,227 | $77,917 | $12,986iApproximate average salary by contribution assumption: employee only about $324,654 at 4% or $216,436 at 6%; with 50% employer match about $216,436 at 4% or $144,291 at 6%; with 100% employer match about $162,327 at 4% or $108,218 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $759,227 | $77,917 | $12,986iApproximate average salary by contribution assumption: employee only about $324,654 at 4% or $216,436 at 6%; with 50% employer match about $216,436 at 4% or $144,291 at 6%; with 100% employer match about $162,327 at 4% or $108,218 at 6%. |
| 2001 | 2 | 6 | $0 | $0 | - |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | - | - | - |
| Stratton & Associates PLLC Money Purchase Plan | - | 6 | - | - | - |
| 2000 | 2 | 6 | $814,707 | $66,171 | $11,029iApproximate average salary by contribution assumption: employee only about $275,713 at 4% or $183,808 at 6%; with 50% employer match about $183,808 at 4% or $122,539 at 6%; with 100% employer match about $137,856 at 4% or $91,904 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $626,458 | $45,296 | $7,549iApproximate average salary by contribution assumption: employee only about $188,733 at 4% or $125,822 at 6%; with 50% employer match about $125,822 at 4% or $83,881 at 6%; with 100% employer match about $94,367 at 4% or $62,911 at 6%. |
| Stratton & Associates PLLC Money Purchase Plan | - | 6 | $188,249 | $20,875 | $3,479iApproximate average salary by contribution assumption: employee only about $86,979 at 4% or $57,986 at 6%; with 50% employer match about $57,986 at 4% or $38,657 at 6%; with 100% employer match about $43,490 at 4% or $28,993 at 6%. |
| 1999 | 3 | 6 | $708,801 | $52,908 | $8,818iApproximate average salary by contribution assumption: employee only about $220,450 at 4% or $146,967 at 6%; with 50% employer match about $146,967 at 4% or $97,978 at 6%; with 100% employer match about $110,225 at 4% or $73,483 at 6%. |
| Stratton & Associates PLLC 401K Profit Sharing Plan | - | 6 | $554,509 | $29,024 | $4,837iApproximate average salary by contribution assumption: employee only about $120,933 at 4% or $80,622 at 6%; with 50% employer match about $80,622 at 4% or $53,748 at 6%; with 100% employer match about $60,467 at 4% or $40,311 at 6%. |
| Stratton & Associates PLLC Money Purchase Plan | - | 6 | $154,292 | $23,884 | $3,981iApproximate average salary by contribution assumption: employee only about $99,517 at 4% or $66,344 at 6%; with 50% employer match about $66,344 at 4% or $44,230 at 6%; with 100% employer match about $49,758 at 4% or $33,172 at 6%. |
| Stratton & Associates PLLC Cafeteria Plan | - | 0 | - | - | - |