Civic Intelligence

Milstead and Associates LLC

Plan context: Milstead and Associates LLC 401(K) Plan

EIN 02-0554658 • Marlton, NJ • 21 filings • 4 plans

1 E. Stow RoadMarlton, NJ 08053
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$1,497,259

2024 Contributions

$4,971

Historical Graphs

Total Assets Over Time

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

$3,014,917$1,507,459$0200420142023YearValue
$1,497,259Latest year 2023

Participants Over Time

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

91460200420142023YearValue
53Latest year 2023

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
202410$0$0-
Milstead and Associates LLC 401(K) Plan-0$0--
2023153$1,497,259$4,971$94iApproximate average salary by contribution assumption: employee only about $2,345 at 4% or $1,563 at 6%; with 50% employer match about $1,563 at 4% or $1,042 at 6%; with 100% employer match about $1,172 at 4% or $782 at 6%.
Milstead and Associates LLC 401(K) Plan-53$1,497,259$4,971$94iApproximate average salary by contribution assumption: employee only about $2,345 at 4% or $1,563 at 6%; with 50% employer match about $1,563 at 4% or $1,042 at 6%; with 100% employer match about $1,172 at 4% or $782 at 6%.
2022154$1,297,013$11,526$213iApproximate average salary by contribution assumption: employee only about $5,336 at 4% or $3,557 at 6%; with 50% employer match about $3,557 at 4% or $2,372 at 6%; with 100% employer match about $2,668 at 4% or $1,779 at 6%.
Milstead and Associates LLC 401(K) Plan-54$1,297,013$11,526$213iApproximate average salary by contribution assumption: employee only about $5,336 at 4% or $3,557 at 6%; with 50% employer match about $3,557 at 4% or $2,372 at 6%; with 100% employer match about $2,668 at 4% or $1,779 at 6%.
2021157$2,448,609$64,009$1,123iApproximate average salary by contribution assumption: employee only about $28,074 at 4% or $18,716 at 6%; with 50% employer match about $18,716 at 4% or $12,477 at 6%; with 100% employer match about $14,037 at 4% or $9,358 at 6%.
Milstead and Associates LLC 401(K) Plan-57$2,448,609$64,009$1,123iApproximate average salary by contribution assumption: employee only about $28,074 at 4% or $18,716 at 6%; with 50% employer match about $18,716 at 4% or $12,477 at 6%; with 100% employer match about $14,037 at 4% or $9,358 at 6%.
2020164$2,598,216$124,351$1,943iApproximate average salary by contribution assumption: employee only about $48,575 at 4% or $32,383 at 6%; with 50% employer match about $32,383 at 4% or $21,589 at 6%; with 100% employer match about $24,287 at 4% or $16,192 at 6%.
Milstead and Associates LLC 401(K) Plan-64$2,598,216$124,351$1,943iApproximate average salary by contribution assumption: employee only about $48,575 at 4% or $32,383 at 6%; with 50% employer match about $32,383 at 4% or $21,589 at 6%; with 100% employer match about $24,287 at 4% or $16,192 at 6%.
2019174$3,014,917$255,866$3,458iApproximate average salary by contribution assumption: employee only about $86,441 at 4% or $57,627 at 6%; with 50% employer match about $57,627 at 4% or $38,418 at 6%; with 100% employer match about $43,221 at 4% or $28,814 at 6%.
Milstead and Associates LLC 401(K) Plan-74$3,014,917$255,866$3,458iApproximate average salary by contribution assumption: employee only about $86,441 at 4% or $57,627 at 6%; with 50% employer match about $57,627 at 4% or $38,418 at 6%; with 100% employer match about $43,221 at 4% or $28,814 at 6%.
2018188$2,465,196$484,885$5,510iApproximate average salary by contribution assumption: employee only about $137,751 at 4% or $91,834 at 6%; with 50% employer match about $91,834 at 4% or $61,223 at 6%; with 100% employer match about $68,876 at 4% or $45,917 at 6%.
Milstead and Associates LLC 401(K) Plan-88$2,465,196$484,885$5,510iApproximate average salary by contribution assumption: employee only about $137,751 at 4% or $91,834 at 6%; with 50% employer match about $91,834 at 4% or $61,223 at 6%; with 100% employer match about $68,876 at 4% or $45,917 at 6%.
2017191$2,270,119$458,284$5,036iApproximate average salary by contribution assumption: employee only about $125,902 at 4% or $83,935 at 6%; with 50% employer match about $83,935 at 4% or $55,957 at 6%; with 100% employer match about $62,951 at 4% or $41,967 at 6%.
Milstead and Associates LLC 401(K) Plan-91$2,270,119$458,284$5,036iApproximate average salary by contribution assumption: employee only about $125,902 at 4% or $83,935 at 6%; with 50% employer match about $83,935 at 4% or $55,957 at 6%; with 100% employer match about $62,951 at 4% or $41,967 at 6%.
2016162$1,563,054$315,818$5,094iApproximate average salary by contribution assumption: employee only about $127,346 at 4% or $84,897 at 6%; with 50% employer match about $84,897 at 4% or $56,598 at 6%; with 100% employer match about $63,673 at 4% or $42,449 at 6%.
Milstead and Associates LLC 401(K) Plan-62$1,563,054$315,818$5,094iApproximate average salary by contribution assumption: employee only about $127,346 at 4% or $84,897 at 6%; with 50% employer match about $84,897 at 4% or $56,598 at 6%; with 100% employer match about $63,673 at 4% or $42,449 at 6%.
2015132$1,078,952$467,349$14,605iApproximate average salary by contribution assumption: employee only about $365,116 at 4% or $243,411 at 6%; with 50% employer match about $243,411 at 4% or $162,274 at 6%; with 100% employer match about $182,558 at 4% or $121,705 at 6%.
Milstead and Associates LLC 401(K) Plan-32$1,078,952$467,349$14,605iApproximate average salary by contribution assumption: employee only about $365,116 at 4% or $243,411 at 6%; with 50% employer match about $243,411 at 4% or $162,274 at 6%; with 100% employer match about $182,558 at 4% or $121,705 at 6%.
2014129$640,821$133,049$4,588iApproximate average salary by contribution assumption: employee only about $114,697 at 4% or $76,465 at 6%; with 50% employer match about $76,465 at 4% or $50,977 at 6%; with 100% employer match about $57,349 at 4% or $38,232 at 6%.
Milstead and Associates LLC 401(K) Plan-29$640,821$133,049$4,588iApproximate average salary by contribution assumption: employee only about $114,697 at 4% or $76,465 at 6%; with 50% employer match about $76,465 at 4% or $50,977 at 6%; with 100% employer match about $57,349 at 4% or $38,232 at 6%.
2013117$500,637$44,071$2,592iApproximate average salary by contribution assumption: employee only about $64,810 at 4% or $43,207 at 6%; with 50% employer match about $43,207 at 4% or $28,805 at 6%; with 100% employer match about $32,405 at 4% or $21,603 at 6%.
Milstead and Associates LLC 401(K) Plan-17$500,637$44,071$2,592iApproximate average salary by contribution assumption: employee only about $64,810 at 4% or $43,207 at 6%; with 50% employer match about $43,207 at 4% or $28,805 at 6%; with 100% employer match about $32,405 at 4% or $21,603 at 6%.
2012117$402,587$74,415$4,377iApproximate average salary by contribution assumption: employee only about $109,434 at 4% or $72,956 at 6%; with 50% employer match about $72,956 at 4% or $48,637 at 6%; with 100% employer match about $54,717 at 4% or $36,478 at 6%.
Milstead and Associates LLC 401(K) Plan-17$402,587$74,415$4,377iApproximate average salary by contribution assumption: employee only about $109,434 at 4% or $72,956 at 6%; with 50% employer match about $72,956 at 4% or $48,637 at 6%; with 100% employer match about $54,717 at 4% or $36,478 at 6%.
2011118$345,936$67,877$3,771iApproximate average salary by contribution assumption: employee only about $94,274 at 4% or $62,849 at 6%; with 50% employer match about $62,849 at 4% or $41,899 at 6%; with 100% employer match about $47,137 at 4% or $31,425 at 6%.
Milstead and Associates LLC 401(K) Plan-18$345,936$67,877$3,771iApproximate average salary by contribution assumption: employee only about $94,274 at 4% or $62,849 at 6%; with 50% employer match about $62,849 at 4% or $41,899 at 6%; with 100% employer match about $47,137 at 4% or $31,425 at 6%.
2010122$350,717$61,856$2,812iApproximate average salary by contribution assumption: employee only about $70,291 at 4% or $46,861 at 6%; with 50% employer match about $46,861 at 4% or $31,240 at 6%; with 100% employer match about $35,145 at 4% or $23,430 at 6%.
Milstead and Associates LLC 401(K) Plan-22$350,717$61,856$2,812iApproximate average salary by contribution assumption: employee only about $70,291 at 4% or $46,861 at 6%; with 50% employer match about $46,861 at 4% or $31,240 at 6%; with 100% employer match about $35,145 at 4% or $23,430 at 6%.
2009114$262,710$52,720$3,766iApproximate average salary by contribution assumption: employee only about $94,143 at 4% or $62,762 at 6%; with 50% employer match about $62,762 at 4% or $41,841 at 6%; with 100% employer match about $47,071 at 4% or $31,381 at 6%.
Milstead and Associates LLC 401(K) Plan-14$262,710$52,720$3,766iApproximate average salary by contribution assumption: employee only about $94,143 at 4% or $62,762 at 6%; with 50% employer match about $62,762 at 4% or $41,841 at 6%; with 100% employer match about $47,071 at 4% or $31,381 at 6%.
2008119$153,788$65,224$3,433iApproximate average salary by contribution assumption: employee only about $85,821 at 4% or $57,214 at 6%; with 50% employer match about $57,214 at 4% or $38,143 at 6%; with 100% employer match about $42,911 at 4% or $28,607 at 6%.
Milstead and Associates LLC 401(K) Plan-19$153,788$65,224$3,433iApproximate average salary by contribution assumption: employee only about $85,821 at 4% or $57,214 at 6%; with 50% employer match about $57,214 at 4% or $38,143 at 6%; with 100% employer match about $42,911 at 4% or $28,607 at 6%.
200719$189,276$50,752$5,639iApproximate average salary by contribution assumption: employee only about $140,978 at 4% or $93,985 at 6%; with 50% employer match about $93,985 at 4% or $62,657 at 6%; with 100% employer match about $70,489 at 4% or $46,993 at 6%.
Milstead and Associates LLC 401(K) Plan-9$189,276$50,752$5,639iApproximate average salary by contribution assumption: employee only about $140,978 at 4% or $93,985 at 6%; with 50% employer match about $93,985 at 4% or $62,657 at 6%; with 100% employer match about $70,489 at 4% or $46,993 at 6%.
200618$147,102$58,675$7,334iApproximate average salary by contribution assumption: employee only about $183,359 at 4% or $122,240 at 6%; with 50% employer match about $122,240 at 4% or $81,493 at 6%; with 100% employer match about $91,680 at 4% or $61,120 at 6%.
Milstead and Associates LLC 401(K) Plan-8$147,102$58,675$7,334iApproximate average salary by contribution assumption: employee only about $183,359 at 4% or $122,240 at 6%; with 50% employer match about $122,240 at 4% or $81,493 at 6%; with 100% employer match about $91,680 at 4% or $61,120 at 6%.
200519$76,791$31,567$3,507iApproximate average salary by contribution assumption: employee only about $87,686 at 4% or $58,457 at 6%; with 50% employer match about $58,457 at 4% or $38,972 at 6%; with 100% employer match about $43,843 at 4% or $29,229 at 6%.
Milstead and Associates LLC 401(K) Plan-9$76,791$31,567$3,507iApproximate average salary by contribution assumption: employee only about $87,686 at 4% or $58,457 at 6%; with 50% employer match about $58,457 at 4% or $38,972 at 6%; with 100% employer match about $43,843 at 4% or $29,229 at 6%.
2004110$46,729$42,858$4,286iApproximate average salary by contribution assumption: employee only about $107,145 at 4% or $71,430 at 6%; with 50% employer match about $71,430 at 4% or $47,620 at 6%; with 100% employer match about $53,573 at 4% or $35,715 at 6%.
Milstead and Associates LLC 401(K) Plan-10$46,729$42,858$4,286iApproximate average salary by contribution assumption: employee only about $107,145 at 4% or $71,430 at 6%; with 50% employer match about $71,430 at 4% or $47,620 at 6%; with 100% employer match about $53,573 at 4% or $35,715 at 6%.