MILLER, STRATVERT & TORGERSON, P.A.
Plan context: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST
EIN 85-0281527 • Albuquerque, NM • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
94
2024 Assets
$24,415,822
2024 Contributions
$702,903
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 | 94 | $24,415,822 | $702,903 | $7,478iApproximate average salary by contribution assumption: employee only about $186,942 at 4% or $124,628 at 6%; with 50% employer match about $124,628 at 4% or $83,085 at 6%; with 100% employer match about $93,471 at 4% or $62,314 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 94 | $24,415,822 | $702,903 | $7,478iApproximate average salary by contribution assumption: employee only about $186,942 at 4% or $124,628 at 6%; with 50% employer match about $124,628 at 4% or $83,085 at 6%; with 100% employer match about $93,471 at 4% or $62,314 at 6%. |
| 2023 | 1 | 93 | $20,529,824 | $591,398 | $6,359iApproximate average salary by contribution assumption: employee only about $158,978 at 4% or $105,985 at 6%; with 50% employer match about $105,985 at 4% or $70,657 at 6%; with 100% employer match about $79,489 at 4% or $52,993 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 93 | $20,529,824 | $591,398 | $6,359iApproximate average salary by contribution assumption: employee only about $158,978 at 4% or $105,985 at 6%; with 50% employer match about $105,985 at 4% or $70,657 at 6%; with 100% employer match about $79,489 at 4% or $52,993 at 6%. |
| 2022 | 1 | 88 | $17,262,428 | $537,178 | $6,104iApproximate average salary by contribution assumption: employee only about $152,607 at 4% or $101,738 at 6%; with 50% employer match about $101,738 at 4% or $67,826 at 6%; with 100% employer match about $76,304 at 4% or $50,869 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 88 | $17,262,428 | $537,178 | $6,104iApproximate average salary by contribution assumption: employee only about $152,607 at 4% or $101,738 at 6%; with 50% employer match about $101,738 at 4% or $67,826 at 6%; with 100% employer match about $76,304 at 4% or $50,869 at 6%. |
| 2021 | 1 | 83 | $22,245,070 | $546,832 | $6,588iApproximate average salary by contribution assumption: employee only about $164,708 at 4% or $109,806 at 6%; with 50% employer match about $109,806 at 4% or $73,204 at 6%; with 100% employer match about $82,354 at 4% or $54,903 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 83 | $22,245,070 | $546,832 | $6,588iApproximate average salary by contribution assumption: employee only about $164,708 at 4% or $109,806 at 6%; with 50% employer match about $109,806 at 4% or $73,204 at 6%; with 100% employer match about $82,354 at 4% or $54,903 at 6%. |
| 2020 | 1 | 82 | $19,338,614 | $620,356 | $7,565iApproximate average salary by contribution assumption: employee only about $189,133 at 4% or $126,089 at 6%; with 50% employer match about $126,089 at 4% or $84,059 at 6%; with 100% employer match about $94,566 at 4% or $63,044 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 82 | $19,338,614 | $620,356 | $7,565iApproximate average salary by contribution assumption: employee only about $189,133 at 4% or $126,089 at 6%; with 50% employer match about $126,089 at 4% or $84,059 at 6%; with 100% employer match about $94,566 at 4% or $63,044 at 6%. |
| 2019 | 1 | 90 | $18,343,355 | $551,867 | $6,132iApproximate average salary by contribution assumption: employee only about $153,296 at 4% or $102,198 at 6%; with 50% employer match about $102,198 at 4% or $68,132 at 6%; with 100% employer match about $76,648 at 4% or $51,099 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 90 | $18,343,355 | $551,867 | $6,132iApproximate average salary by contribution assumption: employee only about $153,296 at 4% or $102,198 at 6%; with 50% employer match about $102,198 at 4% or $68,132 at 6%; with 100% employer match about $76,648 at 4% or $51,099 at 6%. |
| 2018 | 1 | 89 | $14,793,326 | $476,634 | $5,355iApproximate average salary by contribution assumption: employee only about $133,886 at 4% or $89,257 at 6%; with 50% employer match about $89,257 at 4% or $59,505 at 6%; with 100% employer match about $66,943 at 4% or $44,629 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 89 | $14,793,326 | $476,634 | $5,355iApproximate average salary by contribution assumption: employee only about $133,886 at 4% or $89,257 at 6%; with 50% employer match about $89,257 at 4% or $59,505 at 6%; with 100% employer match about $66,943 at 4% or $44,629 at 6%. |
| 2017 | 1 | 92 | $16,507,618 | $575,032 | $6,250iApproximate average salary by contribution assumption: employee only about $156,259 at 4% or $104,172 at 6%; with 50% employer match about $104,172 at 4% or $69,448 at 6%; with 100% employer match about $78,129 at 4% or $52,086 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 92 | $16,507,618 | $575,032 | $6,250iApproximate average salary by contribution assumption: employee only about $156,259 at 4% or $104,172 at 6%; with 50% employer match about $104,172 at 4% or $69,448 at 6%; with 100% employer match about $78,129 at 4% or $52,086 at 6%. |
| 2016 | 1 | 89 | $13,910,309 | $609,706 | $6,851iApproximate average salary by contribution assumption: employee only about $171,266 at 4% or $114,177 at 6%; with 50% employer match about $114,177 at 4% or $76,118 at 6%; with 100% employer match about $85,633 at 4% or $57,089 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 89 | $13,910,309 | $609,706 | $6,851iApproximate average salary by contribution assumption: employee only about $171,266 at 4% or $114,177 at 6%; with 50% employer match about $114,177 at 4% or $76,118 at 6%; with 100% employer match about $85,633 at 4% or $57,089 at 6%. |
| 2015 | 1 | 57 | $13,292,241 | $1,133,420 | $19,885iApproximate average salary by contribution assumption: employee only about $497,114 at 4% or $331,409 at 6%; with 50% employer match about $331,409 at 4% or $220,940 at 6%; with 100% employer match about $248,557 at 4% or $165,705 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST | - | 57 | $13,292,241 | $1,133,420 | $19,885iApproximate average salary by contribution assumption: employee only about $497,114 at 4% or $331,409 at 6%; with 50% employer match about $331,409 at 4% or $220,940 at 6%; with 100% employer match about $248,557 at 4% or $165,705 at 6%. |
| 2014 | 1 | 61 | $14,594,180 | $767,505 | $12,582iApproximate average salary by contribution assumption: employee only about $314,551 at 4% or $209,701 at 6%; with 50% employer match about $209,701 at 4% or $139,801 at 6%; with 100% employer match about $157,276 at 4% or $104,850 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN & TRUST | - | 61 | $14,594,180 | $767,505 | $12,582iApproximate average salary by contribution assumption: employee only about $314,551 at 4% or $209,701 at 6%; with 50% employer match about $209,701 at 4% or $139,801 at 6%; with 100% employer match about $157,276 at 4% or $104,850 at 6%. |
| 2013 | 1 | 63 | $17,594,963 | $674,732 | $10,710iApproximate average salary by contribution assumption: employee only about $267,751 at 4% or $178,501 at 6%; with 50% employer match about $178,501 at 4% or $119,000 at 6%; with 100% employer match about $133,875 at 4% or $89,250 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN & TRUST | - | 63 | $17,594,963 | $674,732 | $10,710iApproximate average salary by contribution assumption: employee only about $267,751 at 4% or $178,501 at 6%; with 50% employer match about $178,501 at 4% or $119,000 at 6%; with 100% employer match about $133,875 at 4% or $89,250 at 6%. |
| 2012 | 1 | 73 | $14,325,402 | $619,611 | $8,488iApproximate average salary by contribution assumption: employee only about $212,196 at 4% or $141,464 at 6%; with 50% employer match about $141,464 at 4% or $94,309 at 6%; with 100% employer match about $106,098 at 4% or $70,732 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN & TRUST | - | 73 | $14,325,402 | $619,611 | $8,488iApproximate average salary by contribution assumption: employee only about $212,196 at 4% or $141,464 at 6%; with 50% employer match about $141,464 at 4% or $94,309 at 6%; with 100% employer match about $106,098 at 4% or $70,732 at 6%. |
| 2011 | 1 | 75 | $13,739,911 | $834,957 | $11,133iApproximate average salary by contribution assumption: employee only about $278,319 at 4% or $185,546 at 6%; with 50% employer match about $185,546 at 4% or $123,697 at 6%; with 100% employer match about $139,160 at 4% or $92,773 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN & TRUST | - | 75 | $13,739,911 | $834,957 | $11,133iApproximate average salary by contribution assumption: employee only about $278,319 at 4% or $185,546 at 6%; with 50% employer match about $185,546 at 4% or $123,697 at 6%; with 100% employer match about $139,160 at 4% or $92,773 at 6%. |
| 2010 | 1 | 84 | $13,649,963 | $704,273 | $8,384iApproximate average salary by contribution assumption: employee only about $209,605 at 4% or $139,737 at 6%; with 50% employer match about $139,737 at 4% or $93,158 at 6%; with 100% employer match about $104,803 at 4% or $69,868 at 6%. |
| MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN & TRUST | - | 84 | $13,649,963 | $704,273 | $8,384iApproximate average salary by contribution assumption: employee only about $209,605 at 4% or $139,737 at 6%; with 50% employer match about $139,737 at 4% or $93,158 at 6%; with 100% employer match about $104,803 at 4% or $69,868 at 6%. |
| 2009 | 1 | 83 | $13,308,760 | $683,698 | $8,237iApproximate average salary by contribution assumption: employee only about $205,933 at 4% or $137,289 at 6%; with 50% employer match about $137,289 at 4% or $91,526 at 6%; with 100% employer match about $102,967 at 4% or $68,644 at 6%. |
| MILLER STRATVERT, P.A. 401(K) RETIREMENT PLAN & TRUST | - | 83 | $13,308,760 | $683,698 | $8,237iApproximate average salary by contribution assumption: employee only about $205,933 at 4% or $137,289 at 6%; with 50% employer match about $137,289 at 4% or $91,526 at 6%; with 100% employer match about $102,967 at 4% or $68,644 at 6%. |
| 2008 | 1 | 101 | $11,325,926 | $803,675 | $7,957iApproximate average salary by contribution assumption: employee only about $198,929 at 4% or $132,620 at 6%; with 50% employer match about $132,620 at 4% or $88,413 at 6%; with 100% employer match about $99,465 at 4% or $66,310 at 6%. |
| MILLER STRATVERT, P.A. 401K RETIREMENT PLAN & TRUST | - | 101 | $11,325,926 | $803,675 | $7,957iApproximate average salary by contribution assumption: employee only about $198,929 at 4% or $132,620 at 6%; with 50% employer match about $132,620 at 4% or $88,413 at 6%; with 100% employer match about $99,465 at 4% or $66,310 at 6%. |
| 2007 | 1 | 122 | $16,777,977 | $1,078,441 | $8,840iApproximate average salary by contribution assumption: employee only about $220,992 at 4% or $147,328 at 6%; with 50% employer match about $147,328 at 4% or $98,219 at 6%; with 100% employer match about $110,496 at 4% or $73,664 at 6%. |
| MILLER STRATVERT, P.A. 401K RETIREMENT PLAN & TRUST | - | 122 | $16,777,977 | $1,078,441 | $8,840iApproximate average salary by contribution assumption: employee only about $220,992 at 4% or $147,328 at 6%; with 50% employer match about $147,328 at 4% or $98,219 at 6%; with 100% employer match about $110,496 at 4% or $73,664 at 6%. |
| 2006 | 1 | 117 | $15,564,589 | $1,274,384 | $10,892iApproximate average salary by contribution assumption: employee only about $272,304 at 4% or $181,536 at 6%; with 50% employer match about $181,536 at 4% or $121,024 at 6%; with 100% employer match about $136,152 at 4% or $90,768 at 6%. |
| MILLER STRATVERT, P.A. 401K RETIREMENT PLAN & TRUST | - | 117 | $15,564,589 | $1,274,384 | $10,892iApproximate average salary by contribution assumption: employee only about $272,304 at 4% or $181,536 at 6%; with 50% employer match about $181,536 at 4% or $121,024 at 6%; with 100% employer match about $136,152 at 4% or $90,768 at 6%. |
| 2005 | 1 | 111 | $12,862,525 | $756,203 | $6,813iApproximate average salary by contribution assumption: employee only about $170,316 at 4% or $113,544 at 6%; with 50% employer match about $113,544 at 4% or $75,696 at 6%; with 100% employer match about $85,158 at 4% or $56,772 at 6%. |
| MILLER STRATVERT, P.A. RETIREMENT PLAN | - | 111 | $12,862,525 | $756,203 | $6,813iApproximate average salary by contribution assumption: employee only about $170,316 at 4% or $113,544 at 6%; with 50% employer match about $113,544 at 4% or $75,696 at 6%; with 100% employer match about $85,158 at 4% or $56,772 at 6%. |
| 2004 | 1 | 95 | $12,205,496 | $736,991 | $7,758iApproximate average salary by contribution assumption: employee only about $193,945 at 4% or $129,297 at 6%; with 50% employer match about $129,297 at 4% or $86,198 at 6%; with 100% employer match about $96,973 at 4% or $64,648 at 6%. |
| MILLER STRATVERT, P.A. RETIREMENT PLAN | - | 95 | $12,205,496 | $736,991 | $7,758iApproximate average salary by contribution assumption: employee only about $193,945 at 4% or $129,297 at 6%; with 50% employer match about $129,297 at 4% or $86,198 at 6%; with 100% employer match about $96,973 at 4% or $64,648 at 6%. |
| 2003 | 1 | 104 | $11,292,987 | $713,855 | $6,864iApproximate average salary by contribution assumption: employee only about $171,600 at 4% or $114,400 at 6%; with 50% employer match about $114,400 at 4% or $76,267 at 6%; with 100% employer match about $85,800 at 4% or $57,200 at 6%. |
| MILLER STRATVERT, P.A. RETIREMENT PLAN | - | 104 | $11,292,987 | $713,855 | $6,864iApproximate average salary by contribution assumption: employee only about $171,600 at 4% or $114,400 at 6%; with 50% employer match about $114,400 at 4% or $76,267 at 6%; with 100% employer match about $85,800 at 4% or $57,200 at 6%. |
| 2002 | 1 | 107 | $8,710,261 | $705,075 | $6,589iApproximate average salary by contribution assumption: employee only about $164,737 at 4% or $109,825 at 6%; with 50% employer match about $109,825 at 4% or $73,217 at 6%; with 100% employer match about $82,369 at 4% or $54,912 at 6%. |
| MILLER STRATVERT, P.A. RETIREMENT PLAN | - | 107 | $8,710,261 | $705,075 | $6,589iApproximate average salary by contribution assumption: employee only about $164,737 at 4% or $109,825 at 6%; with 50% employer match about $109,825 at 4% or $73,217 at 6%; with 100% employer match about $82,369 at 4% or $54,912 at 6%. |
| 2001 | 1 | 107 | $9,614,967 | $749,448 | $7,004iApproximate average salary by contribution assumption: employee only about $175,105 at 4% or $116,736 at 6%; with 50% employer match about $116,736 at 4% or $77,824 at 6%; with 100% employer match about $87,552 at 4% or $58,368 at 6%. |
| MILLER, STRATVERT & TORGERSON, P.A. RETIREMENT PLAN | - | 107 | $9,614,967 | $749,448 | $7,004iApproximate average salary by contribution assumption: employee only about $175,105 at 4% or $116,736 at 6%; with 50% employer match about $116,736 at 4% or $77,824 at 6%; with 100% employer match about $87,552 at 4% or $58,368 at 6%. |
| 2000 | 1 | 0 | $9,613,038 | $290,000 | - |
| MILLER, STRATVERT & TORGERSON, P.A. RETIREMENT PLAN | - | 0 | $9,613,038 | $290,000 | - |