Millennium Financial Services Inc
Plan context: Millennium Financial Services Inc. 401(K) Savings Plan
EIN 13-3598655 • New York, NY • 41 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
6
2020 Assets
$946,480
2020 Contributions
$36,280
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 6 | $946,480 | $36,280 | $6,047iApproximate average salary by contribution assumption: employee only about $151,167 at 4% or $100,778 at 6%; with 50% employer match about $100,778 at 4% or $67,185 at 6%; with 100% employer match about $75,583 at 4% or $50,389 at 6%. |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $946,480 | $36,280 | $6,047iApproximate average salary by contribution assumption: employee only about $151,167 at 4% or $100,778 at 6%; with 50% employer match about $100,778 at 4% or $67,185 at 6%; with 100% employer match about $75,583 at 4% or $50,389 at 6%. |
| 2018 | 2 | 6 | $677,677 | $35,780 | $5,963iApproximate average salary by contribution assumption: employee only about $149,083 at 4% or $99,389 at 6%; with 50% employer match about $99,389 at 4% or $66,259 at 6%; with 100% employer match about $74,542 at 4% or $49,694 at 6%. |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $677,677 | $35,780 | $5,963iApproximate average salary by contribution assumption: employee only about $149,083 at 4% or $99,389 at 6%; with 50% employer match about $99,389 at 4% or $66,259 at 6%; with 100% employer match about $74,542 at 4% or $49,694 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2017 | 2 | 13 | $4,770,958 | $35,750 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 13 | $4,095,873 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $675,085 | $35,750 | $5,958iApproximate average salary by contribution assumption: employee only about $148,958 at 4% or $99,306 at 6%; with 50% employer match about $99,306 at 4% or $66,204 at 6%; with 100% employer match about $74,479 at 4% or $49,653 at 6%. |
| 2016 | 2 | 13 | $4,146,142 | $34,810 | $2,678iApproximate average salary by contribution assumption: employee only about $66,942 at 4% or $44,628 at 6%; with 50% employer match about $44,628 at 4% or $29,752 at 6%; with 100% employer match about $33,471 at 4% or $22,314 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 13 | $3,640,437 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $505,705 | $34,810 | $5,802iApproximate average salary by contribution assumption: employee only about $145,042 at 4% or $96,694 at 6%; with 50% employer match about $96,694 at 4% or $64,463 at 6%; with 100% employer match about $72,521 at 4% or $48,347 at 6%. |
| 2015 | 2 | 13 | $3,600,987 | $11,750 | $904iApproximate average salary by contribution assumption: employee only about $22,596 at 4% or $15,064 at 6%; with 50% employer match about $15,064 at 4% or $10,043 at 6%; with 100% employer match about $11,298 at 4% or $7,532 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 13 | $3,168,867 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $432,120 | $11,750 | $1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%. |
| 2014 | 2 | 13 | $3,769,670 | $11,280 | $868iApproximate average salary by contribution assumption: employee only about $21,692 at 4% or $14,462 at 6%; with 50% employer match about $14,462 at 4% or $9,641 at 6%; with 100% employer match about $10,846 at 4% or $7,231 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 13 | $3,332,618 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $437,052 | $11,280 | $1,880iApproximate average salary by contribution assumption: employee only about $47,000 at 4% or $31,333 at 6%; with 50% employer match about $31,333 at 4% or $20,889 at 6%; with 100% employer match about $23,500 at 4% or $15,667 at 6%. |
| 2013 | 2 | 14 | $3,406,433 | $10,810 | $772iApproximate average salary by contribution assumption: employee only about $19,304 at 4% or $12,869 at 6%; with 50% employer match about $12,869 at 4% or $8,579 at 6%; with 100% employer match about $9,652 at 4% or $6,435 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 14 | $3,025,574 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 9 | $380,859 | $10,810 | $1,201iApproximate average salary by contribution assumption: employee only about $30,028 at 4% or $20,019 at 6%; with 50% employer match about $20,019 at 4% or $13,346 at 6%; with 100% employer match about $15,014 at 4% or $10,009 at 6%. |
| 2012 | 2 | 14 | $2,635,750 | $11,750 | $839iApproximate average salary by contribution assumption: employee only about $20,982 at 4% or $13,988 at 6%; with 50% employer match about $13,988 at 4% or $9,325 at 6%; with 100% employer match about $10,491 at 4% or $6,994 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 14 | $2,368,617 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $267,133 | $11,750 | $1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%. |
| 2011 | 2 | 14 | $2,280,280 | $11,280 | $806iApproximate average salary by contribution assumption: employee only about $20,143 at 4% or $13,429 at 6%; with 50% employer match about $13,429 at 4% or $8,952 at 6%; with 100% employer match about $10,071 at 4% or $6,714 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 14 | $2,059,719 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $220,561 | $11,280 | $1,880iApproximate average salary by contribution assumption: employee only about $47,000 at 4% or $31,333 at 6%; with 50% employer match about $31,333 at 4% or $20,889 at 6%; with 100% employer match about $23,500 at 4% or $15,667 at 6%. |
| 2010 | 2 | 14 | $2,427,020 | $11,280 | $806iApproximate average salary by contribution assumption: employee only about $20,143 at 4% or $13,429 at 6%; with 50% employer match about $13,429 at 4% or $8,952 at 6%; with 100% employer match about $10,071 at 4% or $6,714 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 14 | $2,200,047 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $226,973 | $11,280 | $1,880iApproximate average salary by contribution assumption: employee only about $47,000 at 4% or $31,333 at 6%; with 50% employer match about $31,333 at 4% or $20,889 at 6%; with 100% employer match about $23,500 at 4% or $15,667 at 6%. |
| 2009 | 2 | 15 | $2,158,998 | $11,280 | $752iApproximate average salary by contribution assumption: employee only about $18,800 at 4% or $12,533 at 6%; with 50% employer match about $12,533 at 4% or $8,356 at 6%; with 100% employer match about $9,400 at 4% or $6,267 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 15 | $1,944,111 | $0 | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $214,887 | $11,280 | $1,880iApproximate average salary by contribution assumption: employee only about $47,000 at 4% or $31,333 at 6%; with 50% employer match about $31,333 at 4% or $20,889 at 6%; with 100% employer match about $23,500 at 4% or $15,667 at 6%. |
| 2008 | 2 | 6 | $1,761,376 | $11,770 | $1,962iApproximate average salary by contribution assumption: employee only about $49,042 at 4% or $32,694 at 6%; with 50% employer match about $32,694 at 4% or $21,796 at 6%; with 100% employer match about $24,521 at 4% or $16,347 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 6 | $1,613,281 | - | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 6 | $148,095 | $11,770 | $1,962iApproximate average salary by contribution assumption: employee only about $49,042 at 4% or $32,694 at 6%; with 50% employer match about $32,694 at 4% or $21,796 at 6%; with 100% employer match about $24,521 at 4% or $16,347 at 6%. |
| 2007 | 2 | 7 | $0 | $0 | - |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 7 | - | - | - |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 7 | - | - | - |
| 2006 | 2 | 7 | $2,622,983 | $56,927 | $8,132iApproximate average salary by contribution assumption: employee only about $203,311 at 4% or $135,540 at 6%; with 50% employer match about $135,540 at 4% or $90,360 at 6%; with 100% employer match about $101,655 at 4% or $67,770 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 7 | $2,431,049 | $27,907 | $3,987iApproximate average salary by contribution assumption: employee only about $99,668 at 4% or $66,445 at 6%; with 50% employer match about $66,445 at 4% or $44,297 at 6%; with 100% employer match about $49,834 at 4% or $33,223 at 6%. |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 7 | $191,934 | $29,020 | $4,146iApproximate average salary by contribution assumption: employee only about $103,643 at 4% or $69,095 at 6%; with 50% employer match about $69,095 at 4% or $46,063 at 6%; with 100% employer match about $51,821 at 4% or $34,548 at 6%. |
| 2005 | 2 | 7 | $2,255,541 | $101,600 | $14,514iApproximate average salary by contribution assumption: employee only about $362,857 at 4% or $241,905 at 6%; with 50% employer match about $241,905 at 4% or $161,270 at 6%; with 100% employer match about $181,429 at 4% or $120,952 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 7 | $2,110,146 | $72,480 | $10,354iApproximate average salary by contribution assumption: employee only about $258,857 at 4% or $172,571 at 6%; with 50% employer match about $172,571 at 4% or $115,048 at 6%; with 100% employer match about $129,429 at 4% or $86,286 at 6%. |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 7 | $145,395 | $29,120 | $4,160iApproximate average salary by contribution assumption: employee only about $104,000 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $52,000 at 4% or $34,667 at 6%. |
| 2004 | 2 | 7 | $1,996,996 | $92,169 | $13,167iApproximate average salary by contribution assumption: employee only about $329,175 at 4% or $219,450 at 6%; with 50% employer match about $219,450 at 4% or $146,300 at 6%; with 100% employer match about $164,588 at 4% or $109,725 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 7 | $1,889,415 | $72,249 | $10,321iApproximate average salary by contribution assumption: employee only about $258,032 at 4% or $172,021 at 6%; with 50% employer match about $172,021 at 4% or $114,681 at 6%; with 100% employer match about $129,016 at 4% or $86,011 at 6%. |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 7 | $107,581 | $19,920 | $2,846iApproximate average salary by contribution assumption: employee only about $71,143 at 4% or $47,429 at 6%; with 50% employer match about $47,429 at 4% or $31,619 at 6%; with 100% employer match about $35,571 at 4% or $23,714 at 6%. |
| 2003 | 2 | 7 | $1,680,269 | $80,020 | $11,431iApproximate average salary by contribution assumption: employee only about $285,786 at 4% or $190,524 at 6%; with 50% employer match about $190,524 at 4% or $127,016 at 6%; with 100% employer match about $142,893 at 4% or $95,262 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 7 | $1,600,333 | $60,100 | $8,586iApproximate average salary by contribution assumption: employee only about $214,643 at 4% or $143,095 at 6%; with 50% employer match about $143,095 at 4% or $95,397 at 6%; with 100% employer match about $107,321 at 4% or $71,548 at 6%. |
| Millennium Financial Services Inc. 401(K) Savings Plan | - | 7 | $79,936 | $19,920 | $2,846iApproximate average salary by contribution assumption: employee only about $71,143 at 4% or $47,429 at 6%; with 50% employer match about $47,429 at 4% or $31,619 at 6%; with 100% employer match about $35,571 at 4% or $23,714 at 6%. |
| 2002 | 2 | 40 | $1,599,943 | $308,562 | $7,714iApproximate average salary by contribution assumption: employee only about $192,851 at 4% or $128,568 at 6%; with 50% employer match about $128,568 at 4% or $85,712 at 6%; with 100% employer match about $96,426 at 4% or $64,284 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 26 | $1,443,315 | $218,287 | $8,396iApproximate average salary by contribution assumption: employee only about $209,891 at 4% or $139,928 at 6%; with 50% employer match about $139,928 at 4% or $93,285 at 6%; with 100% employer match about $104,946 at 4% or $69,964 at 6%. |
| Millennium Financial Services Inc. 401K Plan | - | 40 | $156,628 | $90,275 | $2,257iApproximate average salary by contribution assumption: employee only about $56,422 at 4% or $37,615 at 6%; with 50% employer match about $37,615 at 4% or $25,076 at 6%; with 100% employer match about $28,211 at 4% or $18,807 at 6%. |
| 2001 | 2 | 31 | $103,849 | $76,119 | $2,455iApproximate average salary by contribution assumption: employee only about $61,386 at 4% or $40,924 at 6%; with 50% employer match about $40,924 at 4% or $27,283 at 6%; with 100% employer match about $30,693 at 4% or $20,462 at 6%. |
| Millennium Financial Services Inc. 401K Plan | - | 31 | $103,849 | $76,119 | $2,455iApproximate average salary by contribution assumption: employee only about $61,386 at 4% or $40,924 at 6%; with 50% employer match about $40,924 at 4% or $27,283 at 6%; with 100% employer match about $30,693 at 4% or $20,462 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 22 | - | - | - |
| 2000 | 2 | 29 | $0 | $0 | - |
| Millennium Financial Services Inc. 401K Plan | - | 29 | - | - | - |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 17 | - | - | - |
| 1999 | 1 | 15 | $1,214,323 | $144,974 | $9,665iApproximate average salary by contribution assumption: employee only about $241,623 at 4% or $161,082 at 6%; with 50% employer match about $161,082 at 4% or $107,388 at 6%; with 100% employer match about $120,812 at 4% or $80,541 at 6%. |
| Millennium Financial Services Inc. Profit Sharing Plan | - | 15 | $1,214,323 | $144,974 | $9,665iApproximate average salary by contribution assumption: employee only about $241,623 at 4% or $161,082 at 6%; with 50% employer match about $161,082 at 4% or $107,388 at 6%; with 100% employer match about $120,812 at 4% or $80,541 at 6%. |