Burt & Nagel Cpas Ltd
Plan context: Burt & Nagel CPA S Profit Sharing
EIN 85-0383230 • Albuquerque, NM • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$2,122,333
2024 Contributions
$174,484
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 | 28 | $2,122,333 | $174,484 | $6,232iApproximate average salary by contribution assumption: employee only about $155,789 at 4% or $103,860 at 6%; with 50% employer match about $103,860 at 4% or $69,240 at 6%; with 100% employer match about $77,895 at 4% or $51,930 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 28 | $2,122,333 | $174,484 | $6,232iApproximate average salary by contribution assumption: employee only about $155,789 at 4% or $103,860 at 6%; with 50% employer match about $103,860 at 4% or $69,240 at 6%; with 100% employer match about $77,895 at 4% or $51,930 at 6%. |
| 2023 | 1 | 28 | $2,238,000 | $167,229 | $5,972iApproximate average salary by contribution assumption: employee only about $149,312 at 4% or $99,541 at 6%; with 50% employer match about $99,541 at 4% or $66,361 at 6%; with 100% employer match about $74,656 at 4% or $49,771 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 28 | $2,238,000 | $167,229 | $5,972iApproximate average salary by contribution assumption: employee only about $149,312 at 4% or $99,541 at 6%; with 50% employer match about $99,541 at 4% or $66,361 at 6%; with 100% employer match about $74,656 at 4% or $49,771 at 6%. |
| 2022 | 1 | 29 | $1,857,180 | $148,581 | $5,123iApproximate average salary by contribution assumption: employee only about $128,087 at 4% or $85,391 at 6%; with 50% employer match about $85,391 at 4% or $56,928 at 6%; with 100% employer match about $64,044 at 4% or $42,696 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 29 | $1,857,180 | $148,581 | $5,123iApproximate average salary by contribution assumption: employee only about $128,087 at 4% or $85,391 at 6%; with 50% employer match about $85,391 at 4% or $56,928 at 6%; with 100% employer match about $64,044 at 4% or $42,696 at 6%. |
| 2021 | 1 | 24 | $2,240,343 | $159,314 | $6,638iApproximate average salary by contribution assumption: employee only about $165,952 at 4% or $110,635 at 6%; with 50% employer match about $110,635 at 4% or $73,756 at 6%; with 100% employer match about $82,976 at 4% or $55,317 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 24 | $2,240,343 | $159,314 | $6,638iApproximate average salary by contribution assumption: employee only about $165,952 at 4% or $110,635 at 6%; with 50% employer match about $110,635 at 4% or $73,756 at 6%; with 100% employer match about $82,976 at 4% or $55,317 at 6%. |
| 2020 | 1 | 16 | $1,874,938 | $104,578 | $6,536iApproximate average salary by contribution assumption: employee only about $163,403 at 4% or $108,935 at 6%; with 50% employer match about $108,935 at 4% or $72,624 at 6%; with 100% employer match about $81,702 at 4% or $54,468 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 16 | $1,874,938 | $104,578 | $6,536iApproximate average salary by contribution assumption: employee only about $163,403 at 4% or $108,935 at 6%; with 50% employer match about $108,935 at 4% or $72,624 at 6%; with 100% employer match about $81,702 at 4% or $54,468 at 6%. |
| 2019 | 1 | 15 | $1,606,745 | $83,143 | $5,543iApproximate average salary by contribution assumption: employee only about $138,572 at 4% or $92,381 at 6%; with 50% employer match about $92,381 at 4% or $61,587 at 6%; with 100% employer match about $69,286 at 4% or $46,191 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 15 | $1,606,745 | $83,143 | $5,543iApproximate average salary by contribution assumption: employee only about $138,572 at 4% or $92,381 at 6%; with 50% employer match about $92,381 at 4% or $61,587 at 6%; with 100% employer match about $69,286 at 4% or $46,191 at 6%. |
| 2018 | 1 | 14 | $1,235,721 | $141,333 | $10,095iApproximate average salary by contribution assumption: employee only about $252,380 at 4% or $168,254 at 6%; with 50% employer match about $168,254 at 4% or $112,169 at 6%; with 100% employer match about $126,190 at 4% or $84,127 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 14 | $1,235,721 | $141,333 | $10,095iApproximate average salary by contribution assumption: employee only about $252,380 at 4% or $168,254 at 6%; with 50% employer match about $168,254 at 4% or $112,169 at 6%; with 100% employer match about $126,190 at 4% or $84,127 at 6%. |
| 2017 | 1 | 15 | $1,250,647 | $107,184 | $7,146iApproximate average salary by contribution assumption: employee only about $178,640 at 4% or $119,093 at 6%; with 50% employer match about $119,093 at 4% or $79,396 at 6%; with 100% employer match about $89,320 at 4% or $59,547 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 15 | $1,250,647 | $107,184 | $7,146iApproximate average salary by contribution assumption: employee only about $178,640 at 4% or $119,093 at 6%; with 50% employer match about $119,093 at 4% or $79,396 at 6%; with 100% employer match about $89,320 at 4% or $59,547 at 6%. |
| 2016 | 1 | 12 | $945,733 | $73,448 | $6,121iApproximate average salary by contribution assumption: employee only about $153,017 at 4% or $102,011 at 6%; with 50% employer match about $102,011 at 4% or $68,007 at 6%; with 100% employer match about $76,508 at 4% or $51,006 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 12 | $945,733 | $73,448 | $6,121iApproximate average salary by contribution assumption: employee only about $153,017 at 4% or $102,011 at 6%; with 50% employer match about $102,011 at 4% or $68,007 at 6%; with 100% employer match about $76,508 at 4% or $51,006 at 6%. |
| 2015 | 1 | 15 | $1,457,762 | $120,588 | $8,039iApproximate average salary by contribution assumption: employee only about $200,980 at 4% or $133,987 at 6%; with 50% employer match about $133,987 at 4% or $89,324 at 6%; with 100% employer match about $100,490 at 4% or $66,993 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 15 | $1,457,762 | $120,588 | $8,039iApproximate average salary by contribution assumption: employee only about $200,980 at 4% or $133,987 at 6%; with 50% employer match about $133,987 at 4% or $89,324 at 6%; with 100% employer match about $100,490 at 4% or $66,993 at 6%. |
| 2014 | 1 | 14 | $1,372,882 | $201,492 | $14,392iApproximate average salary by contribution assumption: employee only about $359,807 at 4% or $239,871 at 6%; with 50% employer match about $239,871 at 4% or $159,914 at 6%; with 100% employer match about $179,904 at 4% or $119,936 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 14 | $1,372,882 | $201,492 | $14,392iApproximate average salary by contribution assumption: employee only about $359,807 at 4% or $239,871 at 6%; with 50% employer match about $239,871 at 4% or $159,914 at 6%; with 100% employer match about $179,904 at 4% or $119,936 at 6%. |
| 2013 | 1 | 14 | $1,100,747 | $158,898 | $11,350iApproximate average salary by contribution assumption: employee only about $283,746 at 4% or $189,164 at 6%; with 50% employer match about $189,164 at 4% or $126,110 at 6%; with 100% employer match about $141,873 at 4% or $94,582 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 14 | $1,100,747 | $158,898 | $11,350iApproximate average salary by contribution assumption: employee only about $283,746 at 4% or $189,164 at 6%; with 50% employer match about $189,164 at 4% or $126,110 at 6%; with 100% employer match about $141,873 at 4% or $94,582 at 6%. |
| 2012 | 1 | 16 | $781,543 | $145,241 | $9,078iApproximate average salary by contribution assumption: employee only about $226,939 at 4% or $151,293 at 6%; with 50% employer match about $151,293 at 4% or $100,862 at 6%; with 100% employer match about $113,470 at 4% or $75,646 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 16 | $781,543 | $145,241 | $9,078iApproximate average salary by contribution assumption: employee only about $226,939 at 4% or $151,293 at 6%; with 50% employer match about $151,293 at 4% or $100,862 at 6%; with 100% employer match about $113,470 at 4% or $75,646 at 6%. |
| 2011 | 1 | 20 | $1,091,459 | $164,634 | $8,232iApproximate average salary by contribution assumption: employee only about $205,793 at 4% or $137,195 at 6%; with 50% employer match about $137,195 at 4% or $91,463 at 6%; with 100% employer match about $102,896 at 4% or $68,598 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 20 | $1,091,459 | $164,634 | $8,232iApproximate average salary by contribution assumption: employee only about $205,793 at 4% or $137,195 at 6%; with 50% employer match about $137,195 at 4% or $91,463 at 6%; with 100% employer match about $102,896 at 4% or $68,598 at 6%. |
| 2010 | 1 | 22 | $1,106,494 | $151,411 | $6,882iApproximate average salary by contribution assumption: employee only about $172,058 at 4% or $114,705 at 6%; with 50% employer match about $114,705 at 4% or $76,470 at 6%; with 100% employer match about $86,029 at 4% or $57,353 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 22 | $1,106,494 | $151,411 | $6,882iApproximate average salary by contribution assumption: employee only about $172,058 at 4% or $114,705 at 6%; with 50% employer match about $114,705 at 4% or $76,470 at 6%; with 100% employer match about $86,029 at 4% or $57,353 at 6%. |
| 2009 | 1 | 24 | $1,000,877 | $191,744 | $7,989iApproximate average salary by contribution assumption: employee only about $199,733 at 4% or $133,156 at 6%; with 50% employer match about $133,156 at 4% or $88,770 at 6%; with 100% employer match about $99,867 at 4% or $66,578 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 24 | $1,000,877 | $191,744 | $7,989iApproximate average salary by contribution assumption: employee only about $199,733 at 4% or $133,156 at 6%; with 50% employer match about $133,156 at 4% or $88,770 at 6%; with 100% employer match about $99,867 at 4% or $66,578 at 6%. |
| 2008 | 1 | 25 | $908,465 | $829,233 | $33,169iApproximate average salary by contribution assumption: employee only about $829,233 at 4% or $552,822 at 6%; with 50% employer match about $552,822 at 4% or $368,548 at 6%; with 100% employer match about $414,617 at 4% or $276,411 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 25 | $908,465 | $829,233 | $33,169iApproximate average salary by contribution assumption: employee only about $829,233 at 4% or $552,822 at 6%; with 50% employer match about $552,822 at 4% or $368,548 at 6%; with 100% employer match about $414,617 at 4% or $276,411 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Burt & Nagel CPA S Profit Sharing | - | 14 | - | - | - |
| 2006 | 1 | 11 | $313,102 | $45,064 | $4,097iApproximate average salary by contribution assumption: employee only about $102,418 at 4% or $68,279 at 6%; with 50% employer match about $68,279 at 4% or $45,519 at 6%; with 100% employer match about $51,209 at 4% or $34,139 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 11 | $313,102 | $45,064 | $4,097iApproximate average salary by contribution assumption: employee only about $102,418 at 4% or $68,279 at 6%; with 50% employer match about $68,279 at 4% or $45,519 at 6%; with 100% employer match about $51,209 at 4% or $34,139 at 6%. |
| 2005 | 1 | 9 | $248,795 | $30,029 | $3,337iApproximate average salary by contribution assumption: employee only about $83,414 at 4% or $55,609 at 6%; with 50% employer match about $55,609 at 4% or $37,073 at 6%; with 100% employer match about $41,707 at 4% or $27,805 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 9 | $248,795 | $30,029 | $3,337iApproximate average salary by contribution assumption: employee only about $83,414 at 4% or $55,609 at 6%; with 50% employer match about $55,609 at 4% or $37,073 at 6%; with 100% employer match about $41,707 at 4% or $27,805 at 6%. |
| 2004 | 1 | 5 | $234,017 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 5 | $234,017 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2003 | 1 | 8 | $316,649 | $60,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 8 | $316,649 | $60,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2002 | 1 | 12 | $219,793 | $0 | - |
| Burt & Nagel CPA S Profit Sharing | - | 12 | $219,793 | - | - |
| 2001 | 1 | 12 | $0 | $0 | - |
| Burt & Nagel CPA S Profit Sharing | - | 12 | - | - | - |
| 2000 | 1 | 10 | $261,312 | $30,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 10 | $261,312 | $30,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 1999 | 1 | 13 | $239,682 | $45,000 | $3,462iApproximate average salary by contribution assumption: employee only about $86,538 at 4% or $57,692 at 6%; with 50% employer match about $57,692 at 4% or $38,462 at 6%; with 100% employer match about $43,269 at 4% or $28,846 at 6%. |
| Burt & Nagel CPA S Profit Sharing | - | 13 | $239,682 | $45,000 | $3,462iApproximate average salary by contribution assumption: employee only about $86,538 at 4% or $57,692 at 6%; with 50% employer match about $57,692 at 4% or $38,462 at 6%; with 100% employer match about $43,269 at 4% or $28,846 at 6%. |