Civic Intelligence

Mills Wealth Advisors LLC

Plan context: Mills Wealth Advisors LLC 401(K) Savings Plan and Trust

EIN 03-0530108 • Southlake, TX • 7 filings • 1 plans

1207 South White Chapel BoulevardSuite 150Southlake, TX 76092
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,167,837

2024 Contributions

$154,842

Historical Graphs

Total Assets Over Time

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

$1,167,837$583,919$0201820212024YearValue
$1,167,837Latest year 2024

Participants Over Time

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

630201820212024YearValue
6Latest 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
202416$1,167,837$154,842$25,807iApproximate average salary by contribution assumption: employee only about $645,175 at 4% or $430,117 at 6%; with 50% employer match about $430,117 at 4% or $286,744 at 6%; with 100% employer match about $322,588 at 4% or $215,058 at 6%.
Mills Wealth Advisors LLC 401(K) Savings Plan and Trust-6$1,167,837$154,842$25,807iApproximate average salary by contribution assumption: employee only about $645,175 at 4% or $430,117 at 6%; with 50% employer match about $430,117 at 4% or $286,744 at 6%; with 100% employer match about $322,588 at 4% or $215,058 at 6%.
202315$914,410$123,087$24,617iApproximate average salary by contribution assumption: employee only about $615,435 at 4% or $410,290 at 6%; with 50% employer match about $410,290 at 4% or $273,527 at 6%; with 100% employer match about $307,718 at 4% or $205,145 at 6%.
Mills Wealth Advisors LLC 401(K) Savings Plan and Trust-5$914,410$123,087$24,617iApproximate average salary by contribution assumption: employee only about $615,435 at 4% or $410,290 at 6%; with 50% employer match about $410,290 at 4% or $273,527 at 6%; with 100% employer match about $307,718 at 4% or $205,145 at 6%.
202214$590,562$100,578$25,145iApproximate average salary by contribution assumption: employee only about $628,613 at 4% or $419,075 at 6%; with 50% employer match about $419,075 at 4% or $279,383 at 6%; with 100% employer match about $314,306 at 4% or $209,538 at 6%.
Mills Wealth Advisors LLC 401(K) Savings Plan and Trust-4$590,562$100,578$25,145iApproximate average salary by contribution assumption: employee only about $628,613 at 4% or $419,075 at 6%; with 50% employer match about $419,075 at 4% or $279,383 at 6%; with 100% employer match about $314,306 at 4% or $209,538 at 6%.
202115$572,075$100,587$20,117iApproximate average salary by contribution assumption: employee only about $502,935 at 4% or $335,290 at 6%; with 50% employer match about $335,290 at 4% or $223,527 at 6%; with 100% employer match about $251,468 at 4% or $167,645 at 6%.
Mills Wealth Advisors LLC 401(K) Savings Plan and Trust-5$572,075$100,587$20,117iApproximate average salary by contribution assumption: employee only about $502,935 at 4% or $335,290 at 6%; with 50% employer match about $335,290 at 4% or $223,527 at 6%; with 100% employer match about $251,468 at 4% or $167,645 at 6%.
202015$414,229$86,800$17,360iApproximate average salary by contribution assumption: employee only about $434,000 at 4% or $289,333 at 6%; with 50% employer match about $289,333 at 4% or $192,889 at 6%; with 100% employer match about $217,000 at 4% or $144,667 at 6%.
Mills Wealth Advisors LLC 401(K) Savings Plan and Trust-5$414,229$86,800$17,360iApproximate average salary by contribution assumption: employee only about $434,000 at 4% or $289,333 at 6%; with 50% employer match about $289,333 at 4% or $192,889 at 6%; with 100% employer match about $217,000 at 4% or $144,667 at 6%.
201914$287,201$78,482$19,621iApproximate average salary by contribution assumption: employee only about $490,513 at 4% or $327,008 at 6%; with 50% employer match about $327,008 at 4% or $218,006 at 6%; with 100% employer match about $245,256 at 4% or $163,504 at 6%.
Mills Wealth Advisors LLC 401(K) Savings Plan and Trust-4$287,201$78,482$19,621iApproximate average salary by contribution assumption: employee only about $490,513 at 4% or $327,008 at 6%; with 50% employer match about $327,008 at 4% or $218,006 at 6%; with 100% employer match about $245,256 at 4% or $163,504 at 6%.
201814$198,525$201,265$50,316iApproximate average salary by contribution assumption: employee only about $1,257,906 at 4% or $838,604 at 6%; with 50% employer match about $838,604 at 4% or $559,069 at 6%; with 100% employer match about $628,953 at 4% or $419,302 at 6%.
Mills Wealth Advisors LLC 401(K) Savings Plan and Trust-4$198,525$201,265$50,316iApproximate average salary by contribution assumption: employee only about $1,257,906 at 4% or $838,604 at 6%; with 50% employer match about $838,604 at 4% or $559,069 at 6%; with 100% employer match about $628,953 at 4% or $419,302 at 6%.