Civic Intelligence

Middleton & Company Inc.

Plan context: Middleton & Company Inc. Employee Stock Ownership Plan

EIN 04-2941854 • Boston, MA • 38 filings • 2 plans

600 Atlantic Avenue, 18th FloorBoston, MA 02210-2211
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,468,325

2024 Contributions

$450,000

Historical Graphs

Total Assets Over Time

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

$7,118,465$3,559,233$0199920122024YearValue
$5,468,325Latest year 2024

Participants Over Time

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

1580199920122024YearValue
14Latest 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
2024114$5,468,325$450,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-14$5,468,325$450,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
2023112$5,097,172$400,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-12$5,097,172$400,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2022112$4,918,462$200,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-12$4,918,462$200,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2021114$7,118,465$475,000$33,929iApproximate average salary by contribution assumption: employee only about $848,214 at 4% or $565,476 at 6%; with 50% employer match about $565,476 at 4% or $376,984 at 6%; with 100% employer match about $424,107 at 4% or $282,738 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-14$7,118,465$475,000$33,929iApproximate average salary by contribution assumption: employee only about $848,214 at 4% or $565,476 at 6%; with 50% employer match about $565,476 at 4% or $376,984 at 6%; with 100% employer match about $424,107 at 4% or $282,738 at 6%.
2020114$6,738,700$450,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-14$6,738,700$450,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
2019113$5,682,440$500,000$38,462iApproximate average salary by contribution assumption: employee only about $961,538 at 4% or $641,026 at 6%; with 50% employer match about $641,026 at 4% or $427,350 at 6%; with 100% employer match about $480,769 at 4% or $320,513 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-13$5,682,440$500,000$38,462iApproximate average salary by contribution assumption: employee only about $961,538 at 4% or $641,026 at 6%; with 50% employer match about $641,026 at 4% or $427,350 at 6%; with 100% employer match about $480,769 at 4% or $320,513 at 6%.
2018115$5,411,143$300,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-15$5,411,143$300,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2017112$5,043,636$406,000$33,833iApproximate average salary by contribution assumption: employee only about $845,833 at 4% or $563,889 at 6%; with 50% employer match about $563,889 at 4% or $375,926 at 6%; with 100% employer match about $422,917 at 4% or $281,944 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-12$5,043,636$406,000$33,833iApproximate average salary by contribution assumption: employee only about $845,833 at 4% or $563,889 at 6%; with 50% employer match about $563,889 at 4% or $375,926 at 6%; with 100% employer match about $422,917 at 4% or $281,944 at 6%.
2016113$3,495,967$235,000$18,077iApproximate average salary by contribution assumption: employee only about $451,923 at 4% or $301,282 at 6%; with 50% employer match about $301,282 at 4% or $200,855 at 6%; with 100% employer match about $225,962 at 4% or $150,641 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-13$3,495,967$235,000$18,077iApproximate average salary by contribution assumption: employee only about $451,923 at 4% or $301,282 at 6%; with 50% employer match about $301,282 at 4% or $200,855 at 6%; with 100% employer match about $225,962 at 4% or $150,641 at 6%.
2015112$2,696,997$265,000$22,083iApproximate average salary by contribution assumption: employee only about $552,083 at 4% or $368,056 at 6%; with 50% employer match about $368,056 at 4% or $245,370 at 6%; with 100% employer match about $276,042 at 4% or $184,028 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-12$2,696,997$265,000$22,083iApproximate average salary by contribution assumption: employee only about $552,083 at 4% or $368,056 at 6%; with 50% employer match about $368,056 at 4% or $245,370 at 6%; with 100% employer match about $276,042 at 4% or $184,028 at 6%.
2014213$3,577,092$285,000$21,923iApproximate average salary by contribution assumption: employee only about $548,077 at 4% or $365,385 at 6%; with 50% employer match about $365,385 at 4% or $243,590 at 6%; with 100% employer match about $274,038 at 4% or $182,692 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-13$3,577,092$285,000$21,923iApproximate average salary by contribution assumption: employee only about $548,077 at 4% or $365,385 at 6%; with 50% employer match about $365,385 at 4% or $243,590 at 6%; with 100% employer match about $274,038 at 4% or $182,692 at 6%.
Middleton & Company Inc. Profit Sharing Plan-0$0--
2013212$4,916,442$250,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-12$3,267,568$250,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Middleton & Company Inc. Profit Sharing Plan-8$1,648,874--
2012212$4,127,386$220,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-12$2,799,761$220,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Middleton & Company Inc. Profit Sharing Plan-8$1,327,625--
2011211$3,871,026$342,500$31,136iApproximate average salary by contribution assumption: employee only about $778,409 at 4% or $518,939 at 6%; with 50% employer match about $518,939 at 4% or $345,960 at 6%; with 100% employer match about $389,205 at 4% or $259,470 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-11$2,402,151$342,500$31,136iApproximate average salary by contribution assumption: employee only about $778,409 at 4% or $518,939 at 6%; with 50% employer match about $518,939 at 4% or $345,960 at 6%; with 100% employer match about $389,205 at 4% or $259,470 at 6%.
Middleton & Company Inc. Profit Sharing Plan-9$1,468,875--
2010211$3,751,935$253,908$23,083iApproximate average salary by contribution assumption: employee only about $577,064 at 4% or $384,709 at 6%; with 50% employer match about $384,709 at 4% or $256,473 at 6%; with 100% employer match about $288,532 at 4% or $192,355 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-11$2,096,257$253,908$23,083iApproximate average salary by contribution assumption: employee only about $577,064 at 4% or $384,709 at 6%; with 50% employer match about $384,709 at 4% or $256,473 at 6%; with 100% employer match about $288,532 at 4% or $192,355 at 6%.
Middleton & Company Inc. Profit Sharing Plan-11$1,655,678--
2009212$3,359,834$165,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-12$1,952,640$165,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Middleton & Company Inc. Profit Sharing Plan-11$1,407,194--
2008213$1,147,376$0-
Middleton & Company Inc. Profit Sharing Plan-13$1,147,376--
Middleton & Company Inc. Employee Stock Ownership Plan-13---
2007213$1,666,629$0-
Middleton & Company Inc. Profit Sharing Plan-12$1,666,629--
Middleton & Company Inc. Employee Stock Ownership Plan-13---
2006212$4,684,203$369,363$30,780iApproximate average salary by contribution assumption: employee only about $769,506 at 4% or $513,004 at 6%; with 50% employer match about $513,004 at 4% or $342,003 at 6%; with 100% employer match about $384,753 at 4% or $256,502 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-12$3,211,380$369,363$30,780iApproximate average salary by contribution assumption: employee only about $769,506 at 4% or $513,004 at 6%; with 50% employer match about $513,004 at 4% or $342,003 at 6%; with 100% employer match about $384,753 at 4% or $256,502 at 6%.
Middleton & Company Inc. Profit Sharing Plan-12$1,472,823--
2005213$5,102,433$369,363$28,413iApproximate average salary by contribution assumption: employee only about $710,313 at 4% or $473,542 at 6%; with 50% employer match about $473,542 at 4% or $315,695 at 6%; with 100% employer match about $355,157 at 4% or $236,771 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-13$3,097,480$369,363$28,413iApproximate average salary by contribution assumption: employee only about $710,313 at 4% or $473,542 at 6%; with 50% employer match about $473,542 at 4% or $315,695 at 6%; with 100% employer match about $355,157 at 4% or $236,771 at 6%.
Middleton & Company Inc. Profit Sharing Plan-13$2,004,953--
2004214$4,927,991$297,967$21,283iApproximate average salary by contribution assumption: employee only about $532,084 at 4% or $354,723 at 6%; with 50% employer match about $354,723 at 4% or $236,482 at 6%; with 100% employer match about $266,042 at 4% or $177,361 at 6%.
Middleton & Company Inc. Employee Stock Ownership Plan-14$2,871,220$297,967$21,283iApproximate average salary by contribution assumption: employee only about $532,084 at 4% or $354,723 at 6%; with 50% employer match about $354,723 at 4% or $236,482 at 6%; with 100% employer match about $266,042 at 4% or $177,361 at 6%.
Middleton & Company Inc. Profit Sharing Plan-11$2,056,771--
2003210$2,262,125$240,062$24,006iApproximate average salary by contribution assumption: employee only about $600,155 at 4% or $400,103 at 6%; with 50% employer match about $400,103 at 4% or $266,736 at 6%; with 100% employer match about $300,078 at 4% or $200,052 at 6%.
Middleton & Company Inc. Profit Sharing Plan-9$2,022,063--
Middleton & Company Inc. Employee Stock Ownership Plan-10$240,062$240,062$24,006iApproximate average salary by contribution assumption: employee only about $600,155 at 4% or $400,103 at 6%; with 50% employer match about $400,103 at 4% or $266,736 at 6%; with 100% employer match about $300,078 at 4% or $200,052 at 6%.
2002111$1,789,664$120,000$10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%.
Middleton & Company Inc. Profit Sharing Plan-11$1,789,664$120,000$10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%.
2001114$1,924,040$175,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Middleton & Company Inc. Profit Sharing Plan-14$1,924,040$175,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2000113$1,850,618$175,000$13,462iApproximate average salary by contribution assumption: employee only about $336,538 at 4% or $224,359 at 6%; with 50% employer match about $224,359 at 4% or $149,573 at 6%; with 100% employer match about $168,269 at 4% or $112,179 at 6%.
Middleton & Company Inc. Profit Sharing Plan-13$1,850,618$175,000$13,462iApproximate average salary by contribution assumption: employee only about $336,538 at 4% or $224,359 at 6%; with 50% employer match about $224,359 at 4% or $149,573 at 6%; with 100% employer match about $168,269 at 4% or $112,179 at 6%.
1999112$1,616,321$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Middleton & Company Inc. Profit Sharing Plan-12$1,616,321$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.