Milberg Factors Inc.
Plan context: Milberg Factors Inc. Profit Sharing & Retirement Savings Plan
EIN 13-2627714 • New York, NY • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
70
2024 Assets
$37,684,865
2024 Contributions
$1,165,288
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 70 | $37,684,865 | $1,165,288 | $16,647iApproximate average salary by contribution assumption: employee only about $416,174 at 4% or $277,450 at 6%; with 50% employer match about $277,450 at 4% or $184,966 at 6%; with 100% employer match about $208,087 at 4% or $138,725 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 70 | $37,684,865 | $1,165,288 | $16,647iApproximate average salary by contribution assumption: employee only about $416,174 at 4% or $277,450 at 6%; with 50% employer match about $277,450 at 4% or $184,966 at 6%; with 100% employer match about $208,087 at 4% or $138,725 at 6%. |
| 2023 | 1 | 70 | $33,492,199 | $1,023,612 | $14,623iApproximate average salary by contribution assumption: employee only about $365,576 at 4% or $243,717 at 6%; with 50% employer match about $243,717 at 4% or $162,478 at 6%; with 100% employer match about $182,788 at 4% or $121,859 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 70 | $33,492,199 | $1,023,612 | $14,623iApproximate average salary by contribution assumption: employee only about $365,576 at 4% or $243,717 at 6%; with 50% employer match about $243,717 at 4% or $162,478 at 6%; with 100% employer match about $182,788 at 4% or $121,859 at 6%. |
| 2022 | 1 | 72 | $27,838,511 | $970,131 | $13,474iApproximate average salary by contribution assumption: employee only about $336,851 at 4% or $224,567 at 6%; with 50% employer match about $224,567 at 4% or $149,712 at 6%; with 100% employer match about $168,426 at 4% or $112,284 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 72 | $27,838,511 | $970,131 | $13,474iApproximate average salary by contribution assumption: employee only about $336,851 at 4% or $224,567 at 6%; with 50% employer match about $224,567 at 4% or $149,712 at 6%; with 100% employer match about $168,426 at 4% or $112,284 at 6%. |
| 2021 | 1 | 71 | $25,919,039 | $922,191 | $12,989iApproximate average salary by contribution assumption: employee only about $324,715 at 4% or $216,477 at 6%; with 50% employer match about $216,477 at 4% or $144,318 at 6%; with 100% employer match about $162,358 at 4% or $108,238 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 71 | $25,919,039 | $922,191 | $12,989iApproximate average salary by contribution assumption: employee only about $324,715 at 4% or $216,477 at 6%; with 50% employer match about $216,477 at 4% or $144,318 at 6%; with 100% employer match about $162,358 at 4% or $108,238 at 6%. |
| 2020 | 1 | 74 | $30,236,855 | $960,344 | $12,978iApproximate average salary by contribution assumption: employee only about $324,441 at 4% or $216,294 at 6%; with 50% employer match about $216,294 at 4% or $144,196 at 6%; with 100% employer match about $162,220 at 4% or $108,147 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 74 | $30,236,855 | $960,344 | $12,978iApproximate average salary by contribution assumption: employee only about $324,441 at 4% or $216,294 at 6%; with 50% employer match about $216,294 at 4% or $144,196 at 6%; with 100% employer match about $162,220 at 4% or $108,147 at 6%. |
| 2019 | 1 | 73 | $24,396,624 | $1,154,133 | $15,810iApproximate average salary by contribution assumption: employee only about $395,251 at 4% or $263,501 at 6%; with 50% employer match about $263,501 at 4% or $175,667 at 6%; with 100% employer match about $197,626 at 4% or $131,750 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 73 | $24,396,624 | $1,154,133 | $15,810iApproximate average salary by contribution assumption: employee only about $395,251 at 4% or $263,501 at 6%; with 50% employer match about $263,501 at 4% or $175,667 at 6%; with 100% employer match about $197,626 at 4% or $131,750 at 6%. |
| 2018 | 1 | 72 | $22,815,362 | $880,494 | $12,229iApproximate average salary by contribution assumption: employee only about $305,727 at 4% or $203,818 at 6%; with 50% employer match about $203,818 at 4% or $135,879 at 6%; with 100% employer match about $152,864 at 4% or $101,909 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 72 | $22,815,362 | $880,494 | $12,229iApproximate average salary by contribution assumption: employee only about $305,727 at 4% or $203,818 at 6%; with 50% employer match about $203,818 at 4% or $135,879 at 6%; with 100% employer match about $152,864 at 4% or $101,909 at 6%. |
| 2017 | 1 | 68 | $20,560,493 | $849,426 | $12,492iApproximate average salary by contribution assumption: employee only about $312,289 at 4% or $208,193 at 6%; with 50% employer match about $208,193 at 4% or $138,795 at 6%; with 100% employer match about $156,144 at 4% or $104,096 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 68 | $20,560,493 | $849,426 | $12,492iApproximate average salary by contribution assumption: employee only about $312,289 at 4% or $208,193 at 6%; with 50% employer match about $208,193 at 4% or $138,795 at 6%; with 100% employer match about $156,144 at 4% or $104,096 at 6%. |
| 2016 | 1 | 66 | $20,491,514 | $850,294 | $12,883iApproximate average salary by contribution assumption: employee only about $322,081 at 4% or $214,721 at 6%; with 50% employer match about $214,721 at 4% or $143,147 at 6%; with 100% employer match about $161,041 at 4% or $107,360 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 66 | $20,491,514 | $850,294 | $12,883iApproximate average salary by contribution assumption: employee only about $322,081 at 4% or $214,721 at 6%; with 50% employer match about $214,721 at 4% or $143,147 at 6%; with 100% employer match about $161,041 at 4% or $107,360 at 6%. |
| 2015 | 1 | 69 | $18,646,596 | $847,632 | $12,285iApproximate average salary by contribution assumption: employee only about $307,113 at 4% or $204,742 at 6%; with 50% employer match about $204,742 at 4% or $136,495 at 6%; with 100% employer match about $153,557 at 4% or $102,371 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 69 | $18,646,596 | $847,632 | $12,285iApproximate average salary by contribution assumption: employee only about $307,113 at 4% or $204,742 at 6%; with 50% employer match about $204,742 at 4% or $136,495 at 6%; with 100% employer match about $153,557 at 4% or $102,371 at 6%. |
| 2014 | 1 | 71 | $18,950,630 | $867,662 | $12,221iApproximate average salary by contribution assumption: employee only about $305,515 at 4% or $203,677 at 6%; with 50% employer match about $203,677 at 4% or $135,784 at 6%; with 100% employer match about $152,757 at 4% or $101,838 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 71 | $18,950,630 | $867,662 | $12,221iApproximate average salary by contribution assumption: employee only about $305,515 at 4% or $203,677 at 6%; with 50% employer match about $203,677 at 4% or $135,784 at 6%; with 100% employer match about $152,757 at 4% or $101,838 at 6%. |
| 2013 | 1 | 69 | $18,911,364 | $833,542 | $12,080iApproximate average salary by contribution assumption: employee only about $302,008 at 4% or $201,339 at 6%; with 50% employer match about $201,339 at 4% or $134,226 at 6%; with 100% employer match about $151,004 at 4% or $100,669 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 69 | $18,911,364 | $833,542 | $12,080iApproximate average salary by contribution assumption: employee only about $302,008 at 4% or $201,339 at 6%; with 50% employer match about $201,339 at 4% or $134,226 at 6%; with 100% employer match about $151,004 at 4% or $100,669 at 6%. |
| 2012 | 1 | 68 | $16,622,299 | $890,602 | $13,097iApproximate average salary by contribution assumption: employee only about $327,427 at 4% or $218,285 at 6%; with 50% employer match about $218,285 at 4% or $145,523 at 6%; with 100% employer match about $163,714 at 4% or $109,142 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 68 | $16,622,299 | $890,602 | $13,097iApproximate average salary by contribution assumption: employee only about $327,427 at 4% or $218,285 at 6%; with 50% employer match about $218,285 at 4% or $145,523 at 6%; with 100% employer match about $163,714 at 4% or $109,142 at 6%. |
| 2011 | 1 | 65 | $15,466,555 | $810,585 | $12,471iApproximate average salary by contribution assumption: employee only about $311,763 at 4% or $207,842 at 6%; with 50% employer match about $207,842 at 4% or $138,562 at 6%; with 100% employer match about $155,882 at 4% or $103,921 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 65 | $15,466,555 | $810,585 | $12,471iApproximate average salary by contribution assumption: employee only about $311,763 at 4% or $207,842 at 6%; with 50% employer match about $207,842 at 4% or $138,562 at 6%; with 100% employer match about $155,882 at 4% or $103,921 at 6%. |
| 2010 | 1 | 67 | $14,373,853 | $702,485 | $10,485iApproximate average salary by contribution assumption: employee only about $262,121 at 4% or $174,748 at 6%; with 50% employer match about $174,748 at 4% or $116,498 at 6%; with 100% employer match about $131,061 at 4% or $87,374 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 67 | $14,373,853 | $702,485 | $10,485iApproximate average salary by contribution assumption: employee only about $262,121 at 4% or $174,748 at 6%; with 50% employer match about $174,748 at 4% or $116,498 at 6%; with 100% employer match about $131,061 at 4% or $87,374 at 6%. |
| 2009 | 1 | 66 | $13,100,637 | $715,284 | $10,838iApproximate average salary by contribution assumption: employee only about $270,941 at 4% or $180,627 at 6%; with 50% employer match about $180,627 at 4% or $120,418 at 6%; with 100% employer match about $135,470 at 4% or $90,314 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 66 | $13,100,637 | $715,284 | $10,838iApproximate average salary by contribution assumption: employee only about $270,941 at 4% or $180,627 at 6%; with 50% employer match about $180,627 at 4% or $120,418 at 6%; with 100% employer match about $135,470 at 4% or $90,314 at 6%. |
| 2008 | 1 | 61 | $0 | $0 | - |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 61 | - | - | - |
| 2007 | 1 | 60 | $0 | $0 | - |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 60 | - | - | - |
| 2006 | 1 | 57 | $12,748,622 | $652,822 | $11,453iApproximate average salary by contribution assumption: employee only about $286,325 at 4% or $190,884 at 6%; with 50% employer match about $190,884 at 4% or $127,256 at 6%; with 100% employer match about $143,163 at 4% or $95,442 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 57 | $12,748,622 | $652,822 | $11,453iApproximate average salary by contribution assumption: employee only about $286,325 at 4% or $190,884 at 6%; with 50% employer match about $190,884 at 4% or $127,256 at 6%; with 100% employer match about $143,163 at 4% or $95,442 at 6%. |
| 2005 | 1 | 60 | $10,650,710 | $642,780 | $10,713iApproximate average salary by contribution assumption: employee only about $267,825 at 4% or $178,550 at 6%; with 50% employer match about $178,550 at 4% or $119,033 at 6%; with 100% employer match about $133,913 at 4% or $89,275 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 60 | $10,650,710 | $642,780 | $10,713iApproximate average salary by contribution assumption: employee only about $267,825 at 4% or $178,550 at 6%; with 50% employer match about $178,550 at 4% or $119,033 at 6%; with 100% employer match about $133,913 at 4% or $89,275 at 6%. |
| 2004 | 1 | 61 | $9,102,013 | $606,675 | $9,945iApproximate average salary by contribution assumption: employee only about $248,637 at 4% or $165,758 at 6%; with 50% employer match about $165,758 at 4% or $110,505 at 6%; with 100% employer match about $124,319 at 4% or $82,879 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 61 | $9,102,013 | $606,675 | $9,945iApproximate average salary by contribution assumption: employee only about $248,637 at 4% or $165,758 at 6%; with 50% employer match about $165,758 at 4% or $110,505 at 6%; with 100% employer match about $124,319 at 4% or $82,879 at 6%. |
| 2003 | 1 | 57 | $7,968,839 | $508,819 | $8,927iApproximate average salary by contribution assumption: employee only about $223,166 at 4% or $148,777 at 6%; with 50% employer match about $148,777 at 4% or $99,185 at 6%; with 100% employer match about $111,583 at 4% or $74,389 at 6%. |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 57 | $7,968,839 | $508,819 | $8,927iApproximate average salary by contribution assumption: employee only about $223,166 at 4% or $148,777 at 6%; with 50% employer match about $148,777 at 4% or $99,185 at 6%; with 100% employer match about $111,583 at 4% or $74,389 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 0 | - | - | - |
| 2001 | 1 | 56 | $0 | $0 | - |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 56 | - | - | - |
| 2000 | 1 | 59 | $0 | $0 | - |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 59 | - | - | - |
| 1999 | 1 | 0 | $6,636,785 | $438,038 | - |
| Milberg Factors Inc. Profit Sharing & Retirement Savings Plan | - | 0 | $6,636,785 | $438,038 | - |