Civic Intelligence

Miller Scott Holbrook & Jackson

Plan context: Miller Scott Holbrook & Jackson Retirement Plan

EIN 05-0434141 • Newport, RI • 27 filings • 3 plans

122 Touro StreetNewport, RI 02840
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,807,857

2025 Contributions

$68,291

Historical Graphs

Total Assets Over Time

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

$6,350,687$3,175,344$0199920132025YearValue
$2,807,857Latest year 2025

Participants Over Time

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

1050199920122025YearValue
7Latest year 2025

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
202517$2,807,857$68,291$9,756iApproximate average salary by contribution assumption: employee only about $243,896 at 4% or $162,598 at 6%; with 50% employer match about $162,598 at 4% or $108,398 at 6%; with 100% employer match about $121,948 at 4% or $81,299 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$2,807,857$68,291$9,756iApproximate average salary by contribution assumption: employee only about $243,896 at 4% or $162,598 at 6%; with 50% employer match about $162,598 at 4% or $108,398 at 6%; with 100% employer match about $121,948 at 4% or $81,299 at 6%.
202417$2,529,823$69,999$10,000iApproximate average salary by contribution assumption: employee only about $249,996 at 4% or $166,664 at 6%; with 50% employer match about $166,664 at 4% or $111,110 at 6%; with 100% employer match about $124,998 at 4% or $83,332 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$2,529,823$69,999$10,000iApproximate average salary by contribution assumption: employee only about $249,996 at 4% or $166,664 at 6%; with 50% employer match about $166,664 at 4% or $111,110 at 6%; with 100% employer match about $124,998 at 4% or $83,332 at 6%.
202317$5,426,384$125,490$17,927iApproximate average salary by contribution assumption: employee only about $448,179 at 4% or $298,786 at 6%; with 50% employer match about $298,786 at 4% or $199,190 at 6%; with 100% employer match about $224,089 at 4% or $149,393 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$5,426,384$125,490$17,927iApproximate average salary by contribution assumption: employee only about $448,179 at 4% or $298,786 at 6%; with 50% employer match about $298,786 at 4% or $199,190 at 6%; with 100% employer match about $224,089 at 4% or $149,393 at 6%.
202219$4,702,528$208,846$23,205iApproximate average salary by contribution assumption: employee only about $580,128 at 4% or $386,752 at 6%; with 50% employer match about $386,752 at 4% or $257,835 at 6%; with 100% employer match about $290,064 at 4% or $193,376 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-9$4,702,528$208,846$23,205iApproximate average salary by contribution assumption: employee only about $580,128 at 4% or $386,752 at 6%; with 50% employer match about $386,752 at 4% or $257,835 at 6%; with 100% employer match about $290,064 at 4% or $193,376 at 6%.
202117$5,715,991$197,053$28,150iApproximate average salary by contribution assumption: employee only about $703,761 at 4% or $469,174 at 6%; with 50% employer match about $469,174 at 4% or $312,783 at 6%; with 100% employer match about $351,880 at 4% or $234,587 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$5,715,991$197,053$28,150iApproximate average salary by contribution assumption: employee only about $703,761 at 4% or $469,174 at 6%; with 50% employer match about $469,174 at 4% or $312,783 at 6%; with 100% employer match about $351,880 at 4% or $234,587 at 6%.
202017$6,350,687$213,651$30,522iApproximate average salary by contribution assumption: employee only about $763,039 at 4% or $508,693 at 6%; with 50% employer match about $508,693 at 4% or $339,129 at 6%; with 100% employer match about $381,520 at 4% or $254,346 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$6,350,687$213,651$30,522iApproximate average salary by contribution assumption: employee only about $763,039 at 4% or $508,693 at 6%; with 50% employer match about $508,693 at 4% or $339,129 at 6%; with 100% employer match about $381,520 at 4% or $254,346 at 6%.
201918$5,837,550$196,639$24,580iApproximate average salary by contribution assumption: employee only about $614,497 at 4% or $409,665 at 6%; with 50% employer match about $409,665 at 4% or $273,110 at 6%; with 100% employer match about $307,248 at 4% or $204,832 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-8$5,837,550$196,639$24,580iApproximate average salary by contribution assumption: employee only about $614,497 at 4% or $409,665 at 6%; with 50% employer match about $409,665 at 4% or $273,110 at 6%; with 100% employer match about $307,248 at 4% or $204,832 at 6%.
201817$4,502,406$164,542$23,506iApproximate average salary by contribution assumption: employee only about $587,650 at 4% or $391,767 at 6%; with 50% employer match about $391,767 at 4% or $261,178 at 6%; with 100% employer match about $293,825 at 4% or $195,883 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$4,502,406$164,542$23,506iApproximate average salary by contribution assumption: employee only about $587,650 at 4% or $391,767 at 6%; with 50% employer match about $391,767 at 4% or $261,178 at 6%; with 100% employer match about $293,825 at 4% or $195,883 at 6%.
201717$4,880,083$169,762$24,252iApproximate average salary by contribution assumption: employee only about $606,293 at 4% or $404,195 at 6%; with 50% employer match about $404,195 at 4% or $269,463 at 6%; with 100% employer match about $303,146 at 4% or $202,098 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$4,880,083$169,762$24,252iApproximate average salary by contribution assumption: employee only about $606,293 at 4% or $404,195 at 6%; with 50% employer match about $404,195 at 4% or $269,463 at 6%; with 100% employer match about $303,146 at 4% or $202,098 at 6%.
201617$3,883,625$159,467$22,781iApproximate average salary by contribution assumption: employee only about $569,525 at 4% or $379,683 at 6%; with 50% employer match about $379,683 at 4% or $253,122 at 6%; with 100% employer match about $284,763 at 4% or $189,842 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$3,883,625$159,467$22,781iApproximate average salary by contribution assumption: employee only about $569,525 at 4% or $379,683 at 6%; with 50% employer match about $379,683 at 4% or $253,122 at 6%; with 100% employer match about $284,763 at 4% or $189,842 at 6%.
201516$3,469,299$164,178$27,363iApproximate average salary by contribution assumption: employee only about $684,075 at 4% or $456,050 at 6%; with 50% employer match about $456,050 at 4% or $304,033 at 6%; with 100% employer match about $342,038 at 4% or $228,025 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-6$3,469,299$164,178$27,363iApproximate average salary by contribution assumption: employee only about $684,075 at 4% or $456,050 at 6%; with 50% employer match about $456,050 at 4% or $304,033 at 6%; with 100% employer match about $342,038 at 4% or $228,025 at 6%.
2014110$3,455,967$166,424$16,642iApproximate average salary by contribution assumption: employee only about $416,060 at 4% or $277,373 at 6%; with 50% employer match about $277,373 at 4% or $184,916 at 6%; with 100% employer match about $208,030 at 4% or $138,687 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-10$3,455,967$166,424$16,642iApproximate average salary by contribution assumption: employee only about $416,060 at 4% or $277,373 at 6%; with 50% employer match about $277,373 at 4% or $184,916 at 6%; with 100% employer match about $208,030 at 4% or $138,687 at 6%.
2013110$3,151,544$149,332$14,933iApproximate average salary by contribution assumption: employee only about $373,330 at 4% or $248,887 at 6%; with 50% employer match about $248,887 at 4% or $165,924 at 6%; with 100% employer match about $186,665 at 4% or $124,443 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-10$3,151,544$149,332$14,933iApproximate average salary by contribution assumption: employee only about $373,330 at 4% or $248,887 at 6%; with 50% employer match about $248,887 at 4% or $165,924 at 6%; with 100% employer match about $186,665 at 4% or $124,443 at 6%.
201218$2,454,992$158,137$19,767iApproximate average salary by contribution assumption: employee only about $494,178 at 4% or $329,452 at 6%; with 50% employer match about $329,452 at 4% or $219,635 at 6%; with 100% employer match about $247,089 at 4% or $164,726 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-8$2,454,992$158,137$19,767iApproximate average salary by contribution assumption: employee only about $494,178 at 4% or $329,452 at 6%; with 50% employer match about $329,452 at 4% or $219,635 at 6%; with 100% employer match about $247,089 at 4% or $164,726 at 6%.
2011110$2,014,861$149,116$14,912iApproximate average salary by contribution assumption: employee only about $372,790 at 4% or $248,527 at 6%; with 50% employer match about $248,527 at 4% or $165,684 at 6%; with 100% employer match about $186,395 at 4% or $124,263 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-10$2,014,861$149,116$14,912iApproximate average salary by contribution assumption: employee only about $372,790 at 4% or $248,527 at 6%; with 50% employer match about $248,527 at 4% or $165,684 at 6%; with 100% employer match about $186,395 at 4% or $124,263 at 6%.
201019$1,992,486$155,223$17,247iApproximate average salary by contribution assumption: employee only about $431,175 at 4% or $287,450 at 6%; with 50% employer match about $287,450 at 4% or $191,633 at 6%; with 100% employer match about $215,588 at 4% or $143,725 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-9$1,992,486$155,223$17,247iApproximate average salary by contribution assumption: employee only about $431,175 at 4% or $287,450 at 6%; with 50% employer match about $287,450 at 4% or $191,633 at 6%; with 100% employer match about $215,588 at 4% or $143,725 at 6%.
200919$1,595,464$166,162$18,462iApproximate average salary by contribution assumption: employee only about $461,561 at 4% or $307,707 at 6%; with 50% employer match about $307,707 at 4% or $205,138 at 6%; with 100% employer match about $230,781 at 4% or $153,854 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-9$1,595,464$166,162$18,462iApproximate average salary by contribution assumption: employee only about $461,561 at 4% or $307,707 at 6%; with 50% employer match about $307,707 at 4% or $205,138 at 6%; with 100% employer match about $230,781 at 4% or $153,854 at 6%.
200818$1,055,127$138,232$17,279iApproximate average salary by contribution assumption: employee only about $431,975 at 4% or $287,983 at 6%; with 50% employer match about $287,983 at 4% or $191,989 at 6%; with 100% employer match about $215,988 at 4% or $143,992 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-8$1,055,127$138,232$17,279iApproximate average salary by contribution assumption: employee only about $431,975 at 4% or $287,983 at 6%; with 50% employer match about $287,983 at 4% or $191,989 at 6%; with 100% employer match about $215,988 at 4% or $143,992 at 6%.
200719$1,513,185$146,566$16,285iApproximate average salary by contribution assumption: employee only about $407,128 at 4% or $271,419 at 6%; with 50% employer match about $271,419 at 4% or $180,946 at 6%; with 100% employer match about $203,564 at 4% or $135,709 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-9$1,513,185$146,566$16,285iApproximate average salary by contribution assumption: employee only about $407,128 at 4% or $271,419 at 6%; with 50% employer match about $271,419 at 4% or $180,946 at 6%; with 100% employer match about $203,564 at 4% or $135,709 at 6%.
200618$1,256,270$136,497$17,062iApproximate average salary by contribution assumption: employee only about $426,553 at 4% or $284,369 at 6%; with 50% employer match about $284,369 at 4% or $189,579 at 6%; with 100% employer match about $213,277 at 4% or $142,184 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-8$1,256,270$136,497$17,062iApproximate average salary by contribution assumption: employee only about $426,553 at 4% or $284,369 at 6%; with 50% employer match about $284,369 at 4% or $189,579 at 6%; with 100% employer match about $213,277 at 4% or $142,184 at 6%.
200517$1,051,474$125,120$17,874iApproximate average salary by contribution assumption: employee only about $446,857 at 4% or $297,905 at 6%; with 50% employer match about $297,905 at 4% or $198,603 at 6%; with 100% employer match about $223,429 at 4% or $148,952 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$1,051,474$125,120$17,874iApproximate average salary by contribution assumption: employee only about $446,857 at 4% or $297,905 at 6%; with 50% employer match about $297,905 at 4% or $198,603 at 6%; with 100% employer match about $223,429 at 4% or $148,952 at 6%.
200417$881,029$130,352$18,622iApproximate average salary by contribution assumption: employee only about $465,543 at 4% or $310,362 at 6%; with 50% employer match about $310,362 at 4% or $206,908 at 6%; with 100% employer match about $232,771 at 4% or $155,181 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-7$881,029$130,352$18,622iApproximate average salary by contribution assumption: employee only about $465,543 at 4% or $310,362 at 6%; with 50% employer match about $310,362 at 4% or $206,908 at 6%; with 100% employer match about $232,771 at 4% or $155,181 at 6%.
200318$689,408$134,567$16,821iApproximate average salary by contribution assumption: employee only about $420,522 at 4% or $280,348 at 6%; with 50% employer match about $280,348 at 4% or $186,899 at 6%; with 100% employer match about $210,261 at 4% or $140,174 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-8$689,408$134,567$16,821iApproximate average salary by contribution assumption: employee only about $420,522 at 4% or $280,348 at 6%; with 50% employer match about $280,348 at 4% or $186,899 at 6%; with 100% employer match about $210,261 at 4% or $140,174 at 6%.
2002110$0$0-
Miller Scott Holbrook & Jackson Retirement Plan-10---
200117$0$0-
Miller Scott Holbrook & Jackson Retirement Plan-7---
200018$625,304$84,993$10,624iApproximate average salary by contribution assumption: employee only about $265,603 at 4% or $177,069 at 6%; with 50% employer match about $177,069 at 4% or $118,046 at 6%; with 100% employer match about $132,802 at 4% or $88,534 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-8$625,304$84,993$10,624iApproximate average salary by contribution assumption: employee only about $265,603 at 4% or $177,069 at 6%; with 50% employer match about $177,069 at 4% or $118,046 at 6%; with 100% employer match about $132,802 at 4% or $88,534 at 6%.
199919$658,982$88,433$9,826iApproximate average salary by contribution assumption: employee only about $245,647 at 4% or $163,765 at 6%; with 50% employer match about $163,765 at 4% or $109,177 at 6%; with 100% employer match about $122,824 at 4% or $81,882 at 6%.
Miller Scott Holbrook & Jackson Retirement Plan-9$658,982$88,433$9,826iApproximate average salary by contribution assumption: employee only about $245,647 at 4% or $163,765 at 6%; with 50% employer match about $163,765 at 4% or $109,177 at 6%; with 100% employer match about $122,824 at 4% or $81,882 at 6%.