Sundel & Milford Inc.
Plan context: Sundel & Milford Inc. 401(K) Plan
EIN 06-0841583 • Waterbury, CT • 32 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$10,791,324
2025 Contributions
$171,738
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $10,791,324 | $171,738 | $14,312iApproximate average salary by contribution assumption: employee only about $357,788 at 4% or $238,525 at 6%; with 50% employer match about $238,525 at 4% or $159,017 at 6%; with 100% employer match about $178,894 at 4% or $119,263 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 12 | $10,791,324 | $171,738 | $14,312iApproximate average salary by contribution assumption: employee only about $357,788 at 4% or $238,525 at 6%; with 50% employer match about $238,525 at 4% or $159,017 at 6%; with 100% employer match about $178,894 at 4% or $119,263 at 6%. |
| 2024 | 1 | 12 | $9,564,402 | $168,029 | $14,002iApproximate average salary by contribution assumption: employee only about $350,060 at 4% or $233,374 at 6%; with 50% employer match about $233,374 at 4% or $155,582 at 6%; with 100% employer match about $175,030 at 4% or $116,687 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 12 | $9,564,402 | $168,029 | $14,002iApproximate average salary by contribution assumption: employee only about $350,060 at 4% or $233,374 at 6%; with 50% employer match about $233,374 at 4% or $155,582 at 6%; with 100% employer match about $175,030 at 4% or $116,687 at 6%. |
| 2023 | 1 | 11 | $7,824,855 | $153,344 | $13,940iApproximate average salary by contribution assumption: employee only about $348,509 at 4% or $232,339 at 6%; with 50% employer match about $232,339 at 4% or $154,893 at 6%; with 100% employer match about $174,255 at 4% or $116,170 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $7,824,855 | $153,344 | $13,940iApproximate average salary by contribution assumption: employee only about $348,509 at 4% or $232,339 at 6%; with 50% employer match about $232,339 at 4% or $154,893 at 6%; with 100% employer match about $174,255 at 4% or $116,170 at 6%. |
| 2022 | 1 | 11 | $5,993,361 | $153,424 | $13,948iApproximate average salary by contribution assumption: employee only about $348,691 at 4% or $232,461 at 6%; with 50% employer match about $232,461 at 4% or $154,974 at 6%; with 100% employer match about $174,345 at 4% or $116,230 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $5,993,361 | $153,424 | $13,948iApproximate average salary by contribution assumption: employee only about $348,691 at 4% or $232,461 at 6%; with 50% employer match about $232,461 at 4% or $154,974 at 6%; with 100% employer match about $174,345 at 4% or $116,230 at 6%. |
| 2021 | 1 | 10 | $7,348,936 | $156,083 | $15,608iApproximate average salary by contribution assumption: employee only about $390,208 at 4% or $260,138 at 6%; with 50% employer match about $260,138 at 4% or $173,426 at 6%; with 100% employer match about $195,104 at 4% or $130,069 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 10 | $7,348,936 | $156,083 | $15,608iApproximate average salary by contribution assumption: employee only about $390,208 at 4% or $260,138 at 6%; with 50% employer match about $260,138 at 4% or $173,426 at 6%; with 100% employer match about $195,104 at 4% or $130,069 at 6%. |
| 2020 | 1 | 11 | $5,917,359 | $143,231 | $13,021iApproximate average salary by contribution assumption: employee only about $325,525 at 4% or $217,017 at 6%; with 50% employer match about $217,017 at 4% or $144,678 at 6%; with 100% employer match about $162,763 at 4% or $108,508 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $5,917,359 | $143,231 | $13,021iApproximate average salary by contribution assumption: employee only about $325,525 at 4% or $217,017 at 6%; with 50% employer match about $217,017 at 4% or $144,678 at 6%; with 100% employer match about $162,763 at 4% or $108,508 at 6%. |
| 2019 | 1 | 11 | $4,734,876 | $116,648 | $10,604iApproximate average salary by contribution assumption: employee only about $265,109 at 4% or $176,739 at 6%; with 50% employer match about $176,739 at 4% or $117,826 at 6%; with 100% employer match about $132,555 at 4% or $88,370 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $4,734,876 | $116,648 | $10,604iApproximate average salary by contribution assumption: employee only about $265,109 at 4% or $176,739 at 6%; with 50% employer match about $176,739 at 4% or $117,826 at 6%; with 100% employer match about $132,555 at 4% or $88,370 at 6%. |
| 2018 | 1 | 11 | $4,038,461 | $158,588 | $14,417iApproximate average salary by contribution assumption: employee only about $360,427 at 4% or $240,285 at 6%; with 50% employer match about $240,285 at 4% or $160,190 at 6%; with 100% employer match about $180,214 at 4% or $120,142 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $4,038,461 | $158,588 | $14,417iApproximate average salary by contribution assumption: employee only about $360,427 at 4% or $240,285 at 6%; with 50% employer match about $240,285 at 4% or $160,190 at 6%; with 100% employer match about $180,214 at 4% or $120,142 at 6%. |
| 2017 | 1 | 11 | $4,197,802 | $135,453 | $12,314iApproximate average salary by contribution assumption: employee only about $307,848 at 4% or $205,232 at 6%; with 50% employer match about $205,232 at 4% or $136,821 at 6%; with 100% employer match about $153,924 at 4% or $102,616 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $4,197,802 | $135,453 | $12,314iApproximate average salary by contribution assumption: employee only about $307,848 at 4% or $205,232 at 6%; with 50% employer match about $205,232 at 4% or $136,821 at 6%; with 100% employer match about $153,924 at 4% or $102,616 at 6%. |
| 2016 | 1 | 11 | $3,407,385 | $142,046 | $12,913iApproximate average salary by contribution assumption: employee only about $322,832 at 4% or $215,221 at 6%; with 50% employer match about $215,221 at 4% or $143,481 at 6%; with 100% employer match about $161,416 at 4% or $107,611 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $3,407,385 | $142,046 | $12,913iApproximate average salary by contribution assumption: employee only about $322,832 at 4% or $215,221 at 6%; with 50% employer match about $215,221 at 4% or $143,481 at 6%; with 100% employer match about $161,416 at 4% or $107,611 at 6%. |
| 2015 | 1 | 12 | $3,055,211 | $157,175 | $13,098iApproximate average salary by contribution assumption: employee only about $327,448 at 4% or $218,299 at 6%; with 50% employer match about $218,299 at 4% or $145,532 at 6%; with 100% employer match about $163,724 at 4% or $109,149 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 12 | $3,055,211 | $157,175 | $13,098iApproximate average salary by contribution assumption: employee only about $327,448 at 4% or $218,299 at 6%; with 50% employer match about $218,299 at 4% or $145,532 at 6%; with 100% employer match about $163,724 at 4% or $109,149 at 6%. |
| 2014 | 1 | 10 | $3,265,723 | $180,648 | $18,065iApproximate average salary by contribution assumption: employee only about $451,620 at 4% or $301,080 at 6%; with 50% employer match about $301,080 at 4% or $200,720 at 6%; with 100% employer match about $225,810 at 4% or $150,540 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 10 | $3,265,723 | $180,648 | $18,065iApproximate average salary by contribution assumption: employee only about $451,620 at 4% or $301,080 at 6%; with 50% employer match about $301,080 at 4% or $200,720 at 6%; with 100% employer match about $225,810 at 4% or $150,540 at 6%. |
| 2013 | 1 | 12 | $2,826,965 | $176,993 | $14,749iApproximate average salary by contribution assumption: employee only about $368,735 at 4% or $245,824 at 6%; with 50% employer match about $245,824 at 4% or $163,882 at 6%; with 100% employer match about $184,368 at 4% or $122,912 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 12 | $2,826,965 | $176,993 | $14,749iApproximate average salary by contribution assumption: employee only about $368,735 at 4% or $245,824 at 6%; with 50% employer match about $245,824 at 4% or $163,882 at 6%; with 100% employer match about $184,368 at 4% or $122,912 at 6%. |
| 2012 | 1 | 12 | $2,358,589 | $127,095 | $10,591iApproximate average salary by contribution assumption: employee only about $264,781 at 4% or $176,521 at 6%; with 50% employer match about $176,521 at 4% or $117,681 at 6%; with 100% employer match about $132,391 at 4% or $88,260 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 12 | $2,358,589 | $127,095 | $10,591iApproximate average salary by contribution assumption: employee only about $264,781 at 4% or $176,521 at 6%; with 50% employer match about $176,521 at 4% or $117,681 at 6%; with 100% employer match about $132,391 at 4% or $88,260 at 6%. |
| 2011 | 1 | 10 | $2,076,256 | $121,363 | $12,136iApproximate average salary by contribution assumption: employee only about $303,408 at 4% or $202,272 at 6%; with 50% employer match about $202,272 at 4% or $134,848 at 6%; with 100% employer match about $151,704 at 4% or $101,136 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 10 | $2,076,256 | $121,363 | $12,136iApproximate average salary by contribution assumption: employee only about $303,408 at 4% or $202,272 at 6%; with 50% employer match about $202,272 at 4% or $134,848 at 6%; with 100% employer match about $151,704 at 4% or $101,136 at 6%. |
| 2010 | 1 | 11 | $1,924,191 | $256,888 | $23,353iApproximate average salary by contribution assumption: employee only about $583,836 at 4% or $389,224 at 6%; with 50% employer match about $389,224 at 4% or $259,483 at 6%; with 100% employer match about $291,918 at 4% or $194,612 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $1,924,191 | $256,888 | $23,353iApproximate average salary by contribution assumption: employee only about $583,836 at 4% or $389,224 at 6%; with 50% employer match about $389,224 at 4% or $259,483 at 6%; with 100% employer match about $291,918 at 4% or $194,612 at 6%. |
| 2009 | 1 | 11 | $1,536,339 | $134,316 | $12,211iApproximate average salary by contribution assumption: employee only about $305,264 at 4% or $203,509 at 6%; with 50% employer match about $203,509 at 4% or $135,673 at 6%; with 100% employer match about $152,632 at 4% or $101,755 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 11 | $1,536,339 | $134,316 | $12,211iApproximate average salary by contribution assumption: employee only about $305,264 at 4% or $203,509 at 6%; with 50% employer match about $203,509 at 4% or $135,673 at 6%; with 100% employer match about $152,632 at 4% or $101,755 at 6%. |
| 2008 | 1 | 10 | $1,246,132 | $150,985 | $15,099iApproximate average salary by contribution assumption: employee only about $377,463 at 4% or $251,642 at 6%; with 50% employer match about $251,642 at 4% or $167,761 at 6%; with 100% employer match about $188,731 at 4% or $125,821 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 10 | $1,246,132 | $150,985 | $15,099iApproximate average salary by contribution assumption: employee only about $377,463 at 4% or $251,642 at 6%; with 50% employer match about $251,642 at 4% or $167,761 at 6%; with 100% employer match about $188,731 at 4% or $125,821 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Sundel & Milford Inc. 401(K) Plan | - | 10 | - | - | - |
| 2006 | 1 | 10 | $1,189,898 | $137,936 | $13,794iApproximate average salary by contribution assumption: employee only about $344,840 at 4% or $229,893 at 6%; with 50% employer match about $229,893 at 4% or $153,262 at 6%; with 100% employer match about $172,420 at 4% or $114,947 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 10 | $1,189,898 | $137,936 | $13,794iApproximate average salary by contribution assumption: employee only about $344,840 at 4% or $229,893 at 6%; with 50% employer match about $229,893 at 4% or $153,262 at 6%; with 100% employer match about $172,420 at 4% or $114,947 at 6%. |
| 2005 | 2 | 10 | $934,063 | $136,665 | $13,667iApproximate average salary by contribution assumption: employee only about $341,663 at 4% or $227,775 at 6%; with 50% employer match about $227,775 at 4% or $151,850 at 6%; with 100% employer match about $170,831 at 4% or $113,888 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 10 | $934,063 | $86,665 | $8,667iApproximate average salary by contribution assumption: employee only about $216,663 at 4% or $144,442 at 6%; with 50% employer match about $144,442 at 4% or $96,294 at 6%; with 100% employer match about $108,331 at 4% or $72,221 at 6%. |
| Sundel & Milford Inc. 401K Profit Sharing Plan | - | 0 | - | $50,000 | - |
| 2004 | 2 | 8 | $715,561 | $133,042 | $16,630iApproximate average salary by contribution assumption: employee only about $415,756 at 4% or $277,171 at 6%; with 50% employer match about $277,171 at 4% or $184,781 at 6%; with 100% employer match about $207,878 at 4% or $138,585 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 8 | $414,014 | $73,042 | $9,130iApproximate average salary by contribution assumption: employee only about $228,256 at 4% or $152,171 at 6%; with 50% employer match about $152,171 at 4% or $101,447 at 6%; with 100% employer match about $114,128 at 4% or $76,085 at 6%. |
| Sundel & Milford Inc. 401K Profit Sharing Plan | - | 8 | $301,547 | $60,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2003 | 2 | 10 | $561,834 | $132,729 | $13,273iApproximate average salary by contribution assumption: employee only about $331,823 at 4% or $221,215 at 6%; with 50% employer match about $221,215 at 4% or $147,477 at 6%; with 100% employer match about $165,911 at 4% or $110,608 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 7 | $315,200 | $66,771 | $9,539iApproximate average salary by contribution assumption: employee only about $238,468 at 4% or $158,979 at 6%; with 50% employer match about $158,979 at 4% or $105,986 at 6%; with 100% employer match about $119,234 at 4% or $79,489 at 6%. |
| Sundel & Milford Inc. 401K Profit Sharing Plan | - | 10 | $246,634 | $65,958 | $6,596iApproximate average salary by contribution assumption: employee only about $164,895 at 4% or $109,930 at 6%; with 50% employer match about $109,930 at 4% or $73,287 at 6%; with 100% employer match about $82,448 at 4% or $54,965 at 6%. |
| 2002 | 2 | 7 | $357,186 | $117,038 | $16,720iApproximate average salary by contribution assumption: employee only about $417,993 at 4% or $278,662 at 6%; with 50% employer match about $278,662 at 4% or $185,775 at 6%; with 100% employer match about $208,996 at 4% or $139,331 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 7 | $205,844 | $57,038 | $8,148iApproximate average salary by contribution assumption: employee only about $203,707 at 4% or $135,805 at 6%; with 50% employer match about $135,805 at 4% or $90,537 at 6%; with 100% employer match about $101,854 at 4% or $67,902 at 6%. |
| Sundel & Milford Inc. 401K Profit Sharing Plan | - | 7 | $151,342 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| 2001 | 1 | 8 | $180,818 | $50,025 | $6,253iApproximate average salary by contribution assumption: employee only about $156,328 at 4% or $104,219 at 6%; with 50% employer match about $104,219 at 4% or $69,479 at 6%; with 100% employer match about $78,164 at 4% or $52,109 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 8 | $180,818 | $50,025 | $6,253iApproximate average salary by contribution assumption: employee only about $156,328 at 4% or $104,219 at 6%; with 50% employer match about $104,219 at 4% or $69,479 at 6%; with 100% employer match about $78,164 at 4% or $52,109 at 6%. |
| 2000 | 2 | 8 | $276,041 | $66,934 | $8,367iApproximate average salary by contribution assumption: employee only about $209,169 at 4% or $139,446 at 6%; with 50% employer match about $139,446 at 4% or $92,964 at 6%; with 100% employer match about $104,584 at 4% or $69,723 at 6%. |
| Sundel & Milford Inc. 401(K) Plan | - | 8 | $150,252 | $52,543 | $6,568iApproximate average salary by contribution assumption: employee only about $164,197 at 4% or $109,465 at 6%; with 50% employer match about $109,465 at 4% or $72,976 at 6%; with 100% employer match about $82,098 at 4% or $54,732 at 6%. |
| Sundel & Milford Inc. 401K Profit Sharing Plan | - | 5 | $125,789 | $14,391 | $2,878iApproximate average salary by contribution assumption: employee only about $71,955 at 4% or $47,970 at 6%; with 50% employer match about $47,970 at 4% or $31,980 at 6%; with 100% employer match about $35,978 at 4% or $23,985 at 6%. |
| 1999 | 1 | 7 | $98,292 | $41,647 | $5,950iApproximate average salary by contribution assumption: employee only about $148,739 at 4% or $99,160 at 6%; with 50% employer match about $99,160 at 4% or $66,106 at 6%; with 100% employer match about $74,370 at 4% or $49,580 at 6%. |
| Sundel & Milford Inc. 401K Profit Sharing Plan | - | 7 | $98,292 | $41,647 | $5,950iApproximate average salary by contribution assumption: employee only about $148,739 at 4% or $99,160 at 6%; with 50% employer match about $99,160 at 4% or $66,106 at 6%; with 100% employer match about $74,370 at 4% or $49,580 at 6%. |