Civic Intelligence

Milne & Co. PC.

Plan context: Conroy, Milne & Co. Inc. 401K Plan

EIN 04-3291643 • Natick, MA • 26 filings • 5 plans

209 West Central StreetSuite 205Natick, MA 01760
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,472,659

2024 Contributions

$125,540

Historical Graphs

Total Assets Over Time

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

$3,472,659$1,736,330$0199920132024YearValue
$3,472,659Latest year 2024

Participants Over Time

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

630199920122024YearValue
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$3,472,659$125,540$20,923iApproximate average salary by contribution assumption: employee only about $523,083 at 4% or $348,722 at 6%; with 50% employer match about $348,722 at 4% or $232,481 at 6%; with 100% employer match about $261,542 at 4% or $174,361 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-6$3,472,659$125,540$20,923iApproximate average salary by contribution assumption: employee only about $523,083 at 4% or $348,722 at 6%; with 50% employer match about $348,722 at 4% or $232,481 at 6%; with 100% employer match about $261,542 at 4% or $174,361 at 6%.
202316$2,948,481$107,125$17,854iApproximate average salary by contribution assumption: employee only about $446,354 at 4% or $297,569 at 6%; with 50% employer match about $297,569 at 4% or $198,380 at 6%; with 100% employer match about $223,177 at 4% or $148,785 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-6$2,948,481$107,125$17,854iApproximate average salary by contribution assumption: employee only about $446,354 at 4% or $297,569 at 6%; with 50% employer match about $297,569 at 4% or $198,380 at 6%; with 100% employer match about $223,177 at 4% or $148,785 at 6%.
202215$2,458,131$104,697$20,939iApproximate average salary by contribution assumption: employee only about $523,485 at 4% or $348,990 at 6%; with 50% employer match about $348,990 at 4% or $232,660 at 6%; with 100% employer match about $261,743 at 4% or $174,495 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-5$2,458,131$104,697$20,939iApproximate average salary by contribution assumption: employee only about $523,485 at 4% or $348,990 at 6%; with 50% employer match about $348,990 at 4% or $232,660 at 6%; with 100% employer match about $261,743 at 4% or $174,495 at 6%.
202115$2,821,216$92,557$18,511iApproximate average salary by contribution assumption: employee only about $462,785 at 4% or $308,523 at 6%; with 50% employer match about $308,523 at 4% or $205,682 at 6%; with 100% employer match about $231,393 at 4% or $154,262 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-5$2,821,216$92,557$18,511iApproximate average salary by contribution assumption: employee only about $462,785 at 4% or $308,523 at 6%; with 50% employer match about $308,523 at 4% or $205,682 at 6%; with 100% employer match about $231,393 at 4% or $154,262 at 6%.
202015$2,281,435$90,642$18,128iApproximate average salary by contribution assumption: employee only about $453,210 at 4% or $302,140 at 6%; with 50% employer match about $302,140 at 4% or $201,427 at 6%; with 100% employer match about $226,605 at 4% or $151,070 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-5$2,281,435$90,642$18,128iApproximate average salary by contribution assumption: employee only about $453,210 at 4% or $302,140 at 6%; with 50% employer match about $302,140 at 4% or $201,427 at 6%; with 100% employer match about $226,605 at 4% or $151,070 at 6%.
201916$1,945,367$68,695$11,449iApproximate average salary by contribution assumption: employee only about $286,229 at 4% or $190,819 at 6%; with 50% employer match about $190,819 at 4% or $127,213 at 6%; with 100% employer match about $143,115 at 4% or $95,410 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-6$1,945,367$68,695$11,449iApproximate average salary by contribution assumption: employee only about $286,229 at 4% or $190,819 at 6%; with 50% employer match about $190,819 at 4% or $127,213 at 6%; with 100% employer match about $143,115 at 4% or $95,410 at 6%.
201815$1,524,783$81,184$16,237iApproximate average salary by contribution assumption: employee only about $405,920 at 4% or $270,613 at 6%; with 50% employer match about $270,613 at 4% or $180,409 at 6%; with 100% employer match about $202,960 at 4% or $135,307 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-5$1,524,783$81,184$16,237iApproximate average salary by contribution assumption: employee only about $405,920 at 4% or $270,613 at 6%; with 50% employer match about $270,613 at 4% or $180,409 at 6%; with 100% employer match about $202,960 at 4% or $135,307 at 6%.
201715$1,496,737$84,533$16,907iApproximate average salary by contribution assumption: employee only about $422,665 at 4% or $281,777 at 6%; with 50% employer match about $281,777 at 4% or $187,851 at 6%; with 100% employer match about $211,332 at 4% or $140,888 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-5$1,496,737$84,533$16,907iApproximate average salary by contribution assumption: employee only about $422,665 at 4% or $281,777 at 6%; with 50% employer match about $281,777 at 4% or $187,851 at 6%; with 100% employer match about $211,332 at 4% or $140,888 at 6%.
201614$1,229,871$75,900$18,975iApproximate average salary by contribution assumption: employee only about $474,375 at 4% or $316,250 at 6%; with 50% employer match about $316,250 at 4% or $210,833 at 6%; with 100% employer match about $237,188 at 4% or $158,125 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$1,229,871$75,900$18,975iApproximate average salary by contribution assumption: employee only about $474,375 at 4% or $316,250 at 6%; with 50% employer match about $316,250 at 4% or $210,833 at 6%; with 100% employer match about $237,188 at 4% or $158,125 at 6%.
201514$1,088,714$75,710$18,928iApproximate average salary by contribution assumption: employee only about $473,188 at 4% or $315,458 at 6%; with 50% employer match about $315,458 at 4% or $210,306 at 6%; with 100% employer match about $236,594 at 4% or $157,729 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$1,088,714$75,710$18,928iApproximate average salary by contribution assumption: employee only about $473,188 at 4% or $315,458 at 6%; with 50% employer match about $315,458 at 4% or $210,306 at 6%; with 100% employer match about $236,594 at 4% or $157,729 at 6%.
201414$1,065,032$64,974$16,244iApproximate average salary by contribution assumption: employee only about $406,088 at 4% or $270,725 at 6%; with 50% employer match about $270,725 at 4% or $180,483 at 6%; with 100% employer match about $203,044 at 4% or $135,363 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$1,065,032$64,974$16,244iApproximate average salary by contribution assumption: employee only about $406,088 at 4% or $270,725 at 6%; with 50% employer match about $270,725 at 4% or $180,483 at 6%; with 100% employer match about $203,044 at 4% or $135,363 at 6%.
201314$965,922$61,157$15,289iApproximate average salary by contribution assumption: employee only about $382,231 at 4% or $254,821 at 6%; with 50% employer match about $254,821 at 4% or $169,881 at 6%; with 100% employer match about $191,116 at 4% or $127,410 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$965,922$61,157$15,289iApproximate average salary by contribution assumption: employee only about $382,231 at 4% or $254,821 at 6%; with 50% employer match about $254,821 at 4% or $169,881 at 6%; with 100% employer match about $191,116 at 4% or $127,410 at 6%.
201214$736,885$61,173$15,293iApproximate average salary by contribution assumption: employee only about $382,331 at 4% or $254,888 at 6%; with 50% employer match about $254,888 at 4% or $169,925 at 6%; with 100% employer match about $191,166 at 4% or $127,444 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$736,885$61,173$15,293iApproximate average salary by contribution assumption: employee only about $382,331 at 4% or $254,888 at 6%; with 50% employer match about $254,888 at 4% or $169,925 at 6%; with 100% employer match about $191,166 at 4% or $127,444 at 6%.
201114$613,657$60,570$15,143iApproximate average salary by contribution assumption: employee only about $378,563 at 4% or $252,375 at 6%; with 50% employer match about $252,375 at 4% or $168,250 at 6%; with 100% employer match about $189,281 at 4% or $126,188 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$613,657$60,570$15,143iApproximate average salary by contribution assumption: employee only about $378,563 at 4% or $252,375 at 6%; with 50% employer match about $252,375 at 4% or $168,250 at 6%; with 100% employer match about $189,281 at 4% or $126,188 at 6%.
201014$560,432$59,797$14,949iApproximate average salary by contribution assumption: employee only about $373,731 at 4% or $249,154 at 6%; with 50% employer match about $249,154 at 4% or $166,103 at 6%; with 100% employer match about $186,866 at 4% or $124,577 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$560,432$59,797$14,949iApproximate average salary by contribution assumption: employee only about $373,731 at 4% or $249,154 at 6%; with 50% employer match about $249,154 at 4% or $166,103 at 6%; with 100% employer match about $186,866 at 4% or $124,577 at 6%.
200914$435,084$57,782$14,446iApproximate average salary by contribution assumption: employee only about $361,138 at 4% or $240,758 at 6%; with 50% employer match about $240,758 at 4% or $160,506 at 6%; with 100% employer match about $180,569 at 4% or $120,379 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$435,084$57,782$14,446iApproximate average salary by contribution assumption: employee only about $361,138 at 4% or $240,758 at 6%; with 50% employer match about $240,758 at 4% or $160,506 at 6%; with 100% employer match about $180,569 at 4% or $120,379 at 6%.
200814$283,773$37,084$9,271iApproximate average salary by contribution assumption: employee only about $231,775 at 4% or $154,517 at 6%; with 50% employer match about $154,517 at 4% or $103,011 at 6%; with 100% employer match about $115,888 at 4% or $77,258 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$283,773$37,084$9,271iApproximate average salary by contribution assumption: employee only about $231,775 at 4% or $154,517 at 6%; with 50% employer match about $154,517 at 4% or $103,011 at 6%; with 100% employer match about $115,888 at 4% or $77,258 at 6%.
200714$0$0-
Conroy, Milne & Co. Inc. 401K Plan-4---
200614$327,113$35,572$8,893iApproximate average salary by contribution assumption: employee only about $222,325 at 4% or $148,217 at 6%; with 50% employer match about $148,217 at 4% or $98,811 at 6%; with 100% employer match about $111,163 at 4% or $74,108 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$327,113$35,572$8,893iApproximate average salary by contribution assumption: employee only about $222,325 at 4% or $148,217 at 6%; with 50% employer match about $148,217 at 4% or $98,811 at 6%; with 100% employer match about $111,163 at 4% or $74,108 at 6%.
200514$260,135$32,592$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$260,135$32,592$8,148iApproximate average salary by contribution assumption: employee only about $203,700 at 4% or $135,800 at 6%; with 50% employer match about $135,800 at 4% or $90,533 at 6%; with 100% employer match about $101,850 at 4% or $67,900 at 6%.
200414$209,765$25,297$6,324iApproximate average salary by contribution assumption: employee only about $158,106 at 4% or $105,404 at 6%; with 50% employer match about $105,404 at 4% or $70,269 at 6%; with 100% employer match about $79,053 at 4% or $52,702 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$209,765$25,297$6,324iApproximate average salary by contribution assumption: employee only about $158,106 at 4% or $105,404 at 6%; with 50% employer match about $105,404 at 4% or $70,269 at 6%; with 100% employer match about $79,053 at 4% or $52,702 at 6%.
200314$150,598$28,402$7,101iApproximate average salary by contribution assumption: employee only about $177,513 at 4% or $118,342 at 6%; with 50% employer match about $118,342 at 4% or $78,894 at 6%; with 100% employer match about $88,756 at 4% or $59,171 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-4$150,598$28,402$7,101iApproximate average salary by contribution assumption: employee only about $177,513 at 4% or $118,342 at 6%; with 50% employer match about $118,342 at 4% or $78,894 at 6%; with 100% employer match about $88,756 at 4% or $59,171 at 6%.
200213$71,639$0-
Conroy, Milne & Co. Inc. 401K Plan-3$71,639--
200113$0$0-
Conroy, Milne & Co. Inc. 401K Plan-3---
200013$67,527$18,859$6,286iApproximate average salary by contribution assumption: employee only about $157,158 at 4% or $104,772 at 6%; with 50% employer match about $104,772 at 4% or $69,848 at 6%; with 100% employer match about $78,579 at 4% or $52,386 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-3$67,527$18,859$6,286iApproximate average salary by contribution assumption: employee only about $157,158 at 4% or $104,772 at 6%; with 50% employer match about $104,772 at 4% or $69,848 at 6%; with 100% employer match about $78,579 at 4% or $52,386 at 6%.
199913$60,410$16,462$5,487iApproximate average salary by contribution assumption: employee only about $137,183 at 4% or $91,456 at 6%; with 50% employer match about $91,456 at 4% or $60,970 at 6%; with 100% employer match about $68,592 at 4% or $45,728 at 6%.
Conroy, Milne & Co. Inc. 401K Plan-3$60,410$16,462$5,487iApproximate average salary by contribution assumption: employee only about $137,183 at 4% or $91,456 at 6%; with 50% employer match about $91,456 at 4% or $60,970 at 6%; with 100% employer match about $68,592 at 4% or $45,728 at 6%.