Civic Intelligence

Montgomery & Andrews, P.A.

Plan context: Montgomery & Andrews, P.A. Retirement Plan

EIN 85-0262814 • Santa Fe, NM • 34 filings • 5 plans

325 Paseo DE PeraltaSanta Fe, NM 87501
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$15,429,389

2024 Contributions

$450,539

Historical Graphs

Total Assets Over Time

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

$19,051,978$9,525,989$0199920122024YearValue
$15,429,389Latest year 2024

Participants Over Time

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

73370199920122024YearValue
47Latest 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
2024147$15,429,389$450,539$9,586iApproximate average salary by contribution assumption: employee only about $239,648 at 4% or $159,766 at 6%; with 50% employer match about $159,766 at 4% or $106,510 at 6%; with 100% employer match about $119,824 at 4% or $79,883 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-47$15,429,389$450,539$9,586iApproximate average salary by contribution assumption: employee only about $239,648 at 4% or $159,766 at 6%; with 50% employer match about $159,766 at 4% or $106,510 at 6%; with 100% employer match about $119,824 at 4% or $79,883 at 6%.
2023159$18,412,543$492,589$8,349iApproximate average salary by contribution assumption: employee only about $208,724 at 4% or $139,149 at 6%; with 50% employer match about $139,149 at 4% or $92,766 at 6%; with 100% employer match about $104,362 at 4% or $69,575 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-59$18,412,543$492,589$8,349iApproximate average salary by contribution assumption: employee only about $208,724 at 4% or $139,149 at 6%; with 50% employer match about $139,149 at 4% or $92,766 at 6%; with 100% employer match about $104,362 at 4% or $69,575 at 6%.
2022164$16,515,715$614,003$9,594iApproximate average salary by contribution assumption: employee only about $239,845 at 4% or $159,897 at 6%; with 50% employer match about $159,897 at 4% or $106,598 at 6%; with 100% employer match about $119,922 at 4% or $79,948 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-64$16,515,715$614,003$9,594iApproximate average salary by contribution assumption: employee only about $239,845 at 4% or $159,897 at 6%; with 50% employer match about $159,897 at 4% or $106,598 at 6%; with 100% employer match about $119,922 at 4% or $79,948 at 6%.
2021158$19,051,978$540,030$9,311iApproximate average salary by contribution assumption: employee only about $232,772 at 4% or $155,181 at 6%; with 50% employer match about $155,181 at 4% or $103,454 at 6%; with 100% employer match about $116,386 at 4% or $77,591 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-58$19,051,978$540,030$9,311iApproximate average salary by contribution assumption: employee only about $232,772 at 4% or $155,181 at 6%; with 50% employer match about $155,181 at 4% or $103,454 at 6%; with 100% employer match about $116,386 at 4% or $77,591 at 6%.
2020157$17,395,877$299,822$5,260iApproximate average salary by contribution assumption: employee only about $131,501 at 4% or $87,667 at 6%; with 50% employer match about $87,667 at 4% or $58,445 at 6%; with 100% employer match about $65,750 at 4% or $43,834 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-57$17,395,877$299,822$5,260iApproximate average salary by contribution assumption: employee only about $131,501 at 4% or $87,667 at 6%; with 50% employer match about $87,667 at 4% or $58,445 at 6%; with 100% employer match about $65,750 at 4% or $43,834 at 6%.
2019170$17,762,565$510,529$7,293iApproximate average salary by contribution assumption: employee only about $182,332 at 4% or $121,555 at 6%; with 50% employer match about $121,555 at 4% or $81,036 at 6%; with 100% employer match about $91,166 at 4% or $60,777 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-70$17,762,565$510,529$7,293iApproximate average salary by contribution assumption: employee only about $182,332 at 4% or $121,555 at 6%; with 50% employer match about $121,555 at 4% or $81,036 at 6%; with 100% employer match about $91,166 at 4% or $60,777 at 6%.
2018167$15,464,625$314,270$4,691iApproximate average salary by contribution assumption: employee only about $117,265 at 4% or $78,177 at 6%; with 50% employer match about $78,177 at 4% or $52,118 at 6%; with 100% employer match about $58,632 at 4% or $39,088 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-67$15,464,625$314,270$4,691iApproximate average salary by contribution assumption: employee only about $117,265 at 4% or $78,177 at 6%; with 50% employer match about $78,177 at 4% or $52,118 at 6%; with 100% employer match about $58,632 at 4% or $39,088 at 6%.
2017170$16,948,932$620,278$8,861iApproximate average salary by contribution assumption: employee only about $221,528 at 4% or $147,685 at 6%; with 50% employer match about $147,685 at 4% or $98,457 at 6%; with 100% employer match about $110,764 at 4% or $73,843 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-70$16,948,932$620,278$8,861iApproximate average salary by contribution assumption: employee only about $221,528 at 4% or $147,685 at 6%; with 50% employer match about $147,685 at 4% or $98,457 at 6%; with 100% employer match about $110,764 at 4% or $73,843 at 6%.
2016173$15,338,718$774,095$10,604iApproximate average salary by contribution assumption: employee only about $265,101 at 4% or $176,734 at 6%; with 50% employer match about $176,734 at 4% or $117,823 at 6%; with 100% employer match about $132,551 at 4% or $88,367 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-73$15,338,718$774,095$10,604iApproximate average salary by contribution assumption: employee only about $265,101 at 4% or $176,734 at 6%; with 50% employer match about $176,734 at 4% or $117,823 at 6%; with 100% employer match about $132,551 at 4% or $88,367 at 6%.
2015153$14,398,221$819,203$15,457iApproximate average salary by contribution assumption: employee only about $386,417 at 4% or $257,611 at 6%; with 50% employer match about $257,611 at 4% or $171,741 at 6%; with 100% employer match about $193,208 at 4% or $128,806 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-53$14,398,221$819,203$15,457iApproximate average salary by contribution assumption: employee only about $386,417 at 4% or $257,611 at 6%; with 50% employer match about $257,611 at 4% or $171,741 at 6%; with 100% employer match about $193,208 at 4% or $128,806 at 6%.
2014157$14,346,695$916,064$16,071iApproximate average salary by contribution assumption: employee only about $401,782 at 4% or $267,855 at 6%; with 50% employer match about $267,855 at 4% or $178,570 at 6%; with 100% employer match about $200,891 at 4% or $133,927 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-57$14,346,695$916,064$16,071iApproximate average salary by contribution assumption: employee only about $401,782 at 4% or $267,855 at 6%; with 50% employer match about $267,855 at 4% or $178,570 at 6%; with 100% employer match about $200,891 at 4% or $133,927 at 6%.
2013159$14,710,707$996,155$16,884iApproximate average salary by contribution assumption: employee only about $422,100 at 4% or $281,400 at 6%; with 50% employer match about $281,400 at 4% or $187,600 at 6%; with 100% employer match about $211,050 at 4% or $140,700 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-59$14,710,707$996,155$16,884iApproximate average salary by contribution assumption: employee only about $422,100 at 4% or $281,400 at 6%; with 50% employer match about $281,400 at 4% or $187,600 at 6%; with 100% employer match about $211,050 at 4% or $140,700 at 6%.
2012144$12,658,959$438,771$9,972iApproximate average salary by contribution assumption: employee only about $249,302 at 4% or $166,201 at 6%; with 50% employer match about $166,201 at 4% or $110,801 at 6%; with 100% employer match about $124,651 at 4% or $83,101 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-44$12,658,959$438,771$9,972iApproximate average salary by contribution assumption: employee only about $249,302 at 4% or $166,201 at 6%; with 50% employer match about $166,201 at 4% or $110,801 at 6%; with 100% employer match about $124,651 at 4% or $83,101 at 6%.
2011151$12,224,003$615,006$12,059iApproximate average salary by contribution assumption: employee only about $301,474 at 4% or $200,982 at 6%; with 50% employer match about $200,982 at 4% or $133,988 at 6%; with 100% employer match about $150,737 at 4% or $100,491 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-51$12,224,003$615,006$12,059iApproximate average salary by contribution assumption: employee only about $301,474 at 4% or $200,982 at 6%; with 50% employer match about $200,982 at 4% or $133,988 at 6%; with 100% employer match about $150,737 at 4% or $100,491 at 6%.
2010149$12,795,409$806,428$16,458iApproximate average salary by contribution assumption: employee only about $411,443 at 4% or $274,295 at 6%; with 50% employer match about $274,295 at 4% or $182,863 at 6%; with 100% employer match about $205,721 at 4% or $137,148 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-49$12,795,409$806,428$16,458iApproximate average salary by contribution assumption: employee only about $411,443 at 4% or $274,295 at 6%; with 50% employer match about $274,295 at 4% or $182,863 at 6%; with 100% employer match about $205,721 at 4% or $137,148 at 6%.
2009146$11,697,234$552,314$12,007iApproximate average salary by contribution assumption: employee only about $300,171 at 4% or $200,114 at 6%; with 50% employer match about $200,114 at 4% or $133,409 at 6%; with 100% employer match about $150,085 at 4% or $100,057 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-46$11,697,234$552,314$12,007iApproximate average salary by contribution assumption: employee only about $300,171 at 4% or $200,114 at 6%; with 50% employer match about $200,114 at 4% or $133,409 at 6%; with 100% employer match about $150,085 at 4% or $100,057 at 6%.
2008252$10,565,818$1,179,185$22,677iApproximate average salary by contribution assumption: employee only about $566,916 at 4% or $377,944 at 6%; with 50% employer match about $377,944 at 4% or $251,963 at 6%; with 100% employer match about $283,458 at 4% or $188,972 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-52$10,550,470$784,649$15,089iApproximate average salary by contribution assumption: employee only about $377,235 at 4% or $251,490 at 6%; with 50% employer match about $251,490 at 4% or $167,660 at 6%; with 100% employer match about $188,618 at 4% or $125,745 at 6%.
Montgomery & Andrews, P.A. Flexible Benefits Plan-37$15,348$394,536$10,663iApproximate average salary by contribution assumption: employee only about $266,578 at 4% or $177,719 at 6%; with 50% employer match about $177,719 at 4% or $118,479 at 6%; with 100% employer match about $133,289 at 4% or $88,859 at 6%.
2007240$0$0-
Montgomery & Andrews, P.A. Flexible Benefits Plan-35---
Montgomery & Andrews, P.A. Retirement Plan-40---
2006239$12,292,810$798,579$20,476iApproximate average salary by contribution assumption: employee only about $511,910 at 4% or $341,273 at 6%; with 50% employer match about $341,273 at 4% or $227,515 at 6%; with 100% employer match about $255,955 at 4% or $170,637 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-39$12,284,623$514,702$13,197iApproximate average salary by contribution assumption: employee only about $329,937 at 4% or $219,958 at 6%; with 50% employer match about $219,958 at 4% or $146,639 at 6%; with 100% employer match about $164,969 at 4% or $109,979 at 6%.
Montgomery & Andrews, P.A. Flexible Benefits Plan-35$8,187$283,877$8,111iApproximate average salary by contribution assumption: employee only about $202,769 at 4% or $135,180 at 6%; with 50% employer match about $135,180 at 4% or $90,120 at 6%; with 100% employer match about $101,385 at 4% or $67,590 at 6%.
2005237$11,077,006$726,161$19,626iApproximate average salary by contribution assumption: employee only about $490,649 at 4% or $327,100 at 6%; with 50% employer match about $327,100 at 4% or $218,066 at 6%; with 100% employer match about $245,325 at 4% or $163,550 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-33$11,073,332$455,760$13,811iApproximate average salary by contribution assumption: employee only about $345,273 at 4% or $230,182 at 6%; with 50% employer match about $230,182 at 4% or $153,455 at 6%; with 100% employer match about $172,636 at 4% or $115,091 at 6%.
Montgomery & Andrews, P.A. Flexible Benefits Plan-37$3,674$270,401$7,308iApproximate average salary by contribution assumption: employee only about $182,703 at 4% or $121,802 at 6%; with 50% employer match about $121,802 at 4% or $81,202 at 6%; with 100% employer match about $91,352 at 4% or $60,901 at 6%.
2004231$10,229,970$725,638$23,408iApproximate average salary by contribution assumption: employee only about $585,192 at 4% or $390,128 at 6%; with 50% employer match about $390,128 at 4% or $260,085 at 6%; with 100% employer match about $292,596 at 4% or $195,064 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-31$10,228,183$472,718$15,249iApproximate average salary by contribution assumption: employee only about $381,224 at 4% or $254,149 at 6%; with 50% employer match about $254,149 at 4% or $169,433 at 6%; with 100% employer match about $190,612 at 4% or $127,075 at 6%.
Montgomery & Andrews, P.A. Flexible Benefits Plan-31$1,787$252,920$8,159iApproximate average salary by contribution assumption: employee only about $203,968 at 4% or $135,978 at 6%; with 50% employer match about $135,978 at 4% or $90,652 at 6%; with 100% employer match about $101,984 at 4% or $67,989 at 6%.
2003238$8,972,132$565,051$14,870iApproximate average salary by contribution assumption: employee only about $371,744 at 4% or $247,829 at 6%; with 50% employer match about $247,829 at 4% or $165,220 at 6%; with 100% employer match about $185,872 at 4% or $123,915 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-35$8,969,725$330,637$9,447iApproximate average salary by contribution assumption: employee only about $236,169 at 4% or $157,446 at 6%; with 50% employer match about $157,446 at 4% or $104,964 at 6%; with 100% employer match about $118,085 at 4% or $78,723 at 6%.
Montgomery & Andrews, P.A. Flexible Benefits Plan-38$2,407$234,414$6,169iApproximate average salary by contribution assumption: employee only about $154,220 at 4% or $102,813 at 6%; with 50% employer match about $102,813 at 4% or $68,542 at 6%; with 100% employer match about $77,110 at 4% or $51,407 at 6%.
2002136$1,145$244,788$6,800iApproximate average salary by contribution assumption: employee only about $169,992 at 4% or $113,328 at 6%; with 50% employer match about $113,328 at 4% or $75,552 at 6%; with 100% employer match about $84,996 at 4% or $56,664 at 6%.
Montgomery & Andrews, P.A. Flexible Benefits Plan-36$1,145$244,788$6,800iApproximate average salary by contribution assumption: employee only about $169,992 at 4% or $113,328 at 6%; with 50% employer match about $113,328 at 4% or $75,552 at 6%; with 100% employer match about $84,996 at 4% or $56,664 at 6%.
2001239$9,753$205,862$5,279iApproximate average salary by contribution assumption: employee only about $131,963 at 4% or $87,975 at 6%; with 50% employer match about $87,975 at 4% or $58,650 at 6%; with 100% employer match about $65,981 at 4% or $43,988 at 6%.
Montgomery & Andrews, P.A. Flexible Benefits Plan-39$9,753$205,862$5,279iApproximate average salary by contribution assumption: employee only about $131,963 at 4% or $87,975 at 6%; with 50% employer match about $87,975 at 4% or $58,650 at 6%; with 100% employer match about $65,981 at 4% or $43,988 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-35---
2000142$8,478,026$470,269$11,197iApproximate average salary by contribution assumption: employee only about $279,922 at 4% or $186,615 at 6%; with 50% employer match about $186,615 at 4% or $124,410 at 6%; with 100% employer match about $139,961 at 4% or $93,307 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-42$8,478,026$470,269$11,197iApproximate average salary by contribution assumption: employee only about $279,922 at 4% or $186,615 at 6%; with 50% employer match about $186,615 at 4% or $124,410 at 6%; with 100% employer match about $139,961 at 4% or $93,307 at 6%.
1999241$8,482,835$608,764$14,848iApproximate average salary by contribution assumption: employee only about $371,198 at 4% or $247,465 at 6%; with 50% employer match about $247,465 at 4% or $164,977 at 6%; with 100% employer match about $185,599 at 4% or $123,733 at 6%.
Montgomery & Andrews, P.A. Retirement Plan-41$8,474,496$395,752$9,652iApproximate average salary by contribution assumption: employee only about $241,312 at 4% or $160,875 at 6%; with 50% employer match about $160,875 at 4% or $107,250 at 6%; with 100% employer match about $120,656 at 4% or $80,437 at 6%.
Montgomery & Andrews, P.A. Flexible Benefits Plan-37$8,339$213,012$5,757iApproximate average salary by contribution assumption: employee only about $143,927 at 4% or $95,951 at 6%; with 50% employer match about $95,951 at 4% or $63,968 at 6%; with 100% employer match about $71,964 at 4% or $47,976 at 6%.