The Fort Miller Group Inc.
Plan context: The Fort Miller Group Inc. Employee Stock Ownership Plan
EIN 14-1459087 • Schuylerville, NY • 71 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
505
2024 Assets
$172,784,608
2024 Contributions
$7,240,200
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 | 2 | 505 | $172,784,608 | $7,240,200 | $14,337iApproximate average salary by contribution assumption: employee only about $358,426 at 4% or $238,950 at 6%; with 50% employer match about $238,950 at 4% or $159,300 at 6%; with 100% employer match about $179,213 at 4% or $119,475 at 6%. |
| The Fort Miller Group Inc. Employee Stock Ownership Plan | - | 389 | $91,417,847 | $2,647,350 | $6,806iApproximate average salary by contribution assumption: employee only about $170,138 at 4% or $113,425 at 6%; with 50% employer match about $113,425 at 4% or $75,617 at 6%; with 100% employer match about $85,069 at 4% or $56,713 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 505 | $81,366,761 | $4,592,850 | $9,095iApproximate average salary by contribution assumption: employee only about $227,369 at 4% or $151,579 at 6%; with 50% employer match about $151,579 at 4% or $101,053 at 6%; with 100% employer match about $113,684 at 4% or $75,790 at 6%. |
| 2023 | 3 | 449 | $134,633,366 | $6,886,548 | $15,338iApproximate average salary by contribution assumption: employee only about $383,438 at 4% or $255,625 at 6%; with 50% employer match about $255,625 at 4% or $170,417 at 6%; with 100% employer match about $191,719 at 4% or $127,813 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 449 | $73,675,521 | $3,972,791 | $8,848iApproximate average salary by contribution assumption: employee only about $221,202 at 4% or $147,468 at 6%; with 50% employer match about $147,468 at 4% or $98,312 at 6%; with 100% employer match about $110,601 at 4% or $73,734 at 6%. |
| The Fort Miller Group Inc. Employee Stock Ownership Plan | - | 367 | $60,957,845 | $2,913,757 | $7,939iApproximate average salary by contribution assumption: employee only about $198,485 at 4% or $132,323 at 6%; with 50% employer match about $132,323 at 4% or $88,215 at 6%; with 100% employer match about $99,242 at 4% or $66,162 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 409 | - | - | - |
| 2022 | 3 | 426 | $115,467,189 | $6,185,147 | $14,519iApproximate average salary by contribution assumption: employee only about $362,978 at 4% or $241,985 at 6%; with 50% employer match about $241,985 at 4% or $161,324 at 6%; with 100% employer match about $181,489 at 4% or $120,993 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 426 | $65,800,396 | $3,411,148 | $8,007iApproximate average salary by contribution assumption: employee only about $200,185 at 4% or $133,456 at 6%; with 50% employer match about $133,456 at 4% or $88,971 at 6%; with 100% employer match about $100,092 at 4% or $66,728 at 6%. |
| The Fort Miller Group Inc. Employee Stock Ownership Plan | - | 350 | $49,666,793 | $2,773,999 | $7,926iApproximate average salary by contribution assumption: employee only about $198,143 at 4% or $132,095 at 6%; with 50% employer match about $132,095 at 4% or $88,063 at 6%; with 100% employer match about $99,071 at 4% or $66,048 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 378 | - | - | - |
| 2021 | 3 | 421 | $126,814,249 | $6,968,093 | $16,551iApproximate average salary by contribution assumption: employee only about $413,782 at 4% or $275,855 at 6%; with 50% employer match about $275,855 at 4% or $183,903 at 6%; with 100% employer match about $206,891 at 4% or $137,927 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 421 | $81,920,074 | $3,575,615 | $8,493iApproximate average salary by contribution assumption: employee only about $212,329 at 4% or $141,552 at 6%; with 50% employer match about $141,552 at 4% or $94,368 at 6%; with 100% employer match about $106,164 at 4% or $70,776 at 6%. |
| The Fort Miller Group Inc. Employee Stock Ownership Plan | - | 368 | $44,894,175 | $3,392,478 | $9,219iApproximate average salary by contribution assumption: employee only about $230,467 at 4% or $153,645 at 6%; with 50% employer match about $153,645 at 4% or $102,430 at 6%; with 100% employer match about $115,234 at 4% or $76,822 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 380 | - | - | - |
| 2020 | 3 | 446 | $103,808,126 | $7,235,233 | $16,222iApproximate average salary by contribution assumption: employee only about $405,562 at 4% or $270,375 at 6%; with 50% employer match about $270,375 at 4% or $180,250 at 6%; with 100% employer match about $202,781 at 4% or $135,187 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 446 | $72,306,147 | $3,825,733 | $8,578iApproximate average salary by contribution assumption: employee only about $214,447 at 4% or $142,965 at 6%; with 50% employer match about $142,965 at 4% or $95,310 at 6%; with 100% employer match about $107,223 at 4% or $71,482 at 6%. |
| The Fort Miller Group Inc. Employee Stock Ownership Plan | - | 383 | $31,501,979 | $3,409,500 | $8,902iApproximate average salary by contribution assumption: employee only about $222,552 at 4% or $148,368 at 6%; with 50% employer match about $148,368 at 4% or $98,912 at 6%; with 100% employer match about $111,276 at 4% or $74,184 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 368 | - | - | - |
| 2019 | 3 | 470 | $86,518,370 | $7,193,823 | $15,306iApproximate average salary by contribution assumption: employee only about $382,650 at 4% or $255,100 at 6%; with 50% employer match about $255,100 at 4% or $170,067 at 6%; with 100% employer match about $191,325 at 4% or $127,550 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 470 | $61,613,589 | $4,193,823 | $8,923iApproximate average salary by contribution assumption: employee only about $223,076 at 4% or $148,717 at 6%; with 50% employer match about $148,717 at 4% or $99,145 at 6%; with 100% employer match about $111,538 at 4% or $74,359 at 6%. |
| The Fort Miller Group Inc. Employee Stock Ownership Plan | - | 402 | $24,904,781 | $3,000,000 | $7,463iApproximate average salary by contribution assumption: employee only about $186,567 at 4% or $124,378 at 6%; with 50% employer match about $124,378 at 4% or $82,919 at 6%; with 100% employer match about $93,284 at 4% or $62,189 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 455 | - | - | - |
| 2018 | 2 | 517 | $48,763,195 | $4,541,619 | $8,785iApproximate average salary by contribution assumption: employee only about $219,614 at 4% or $146,409 at 6%; with 50% employer match about $146,409 at 4% or $97,606 at 6%; with 100% employer match about $109,807 at 4% or $73,205 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 517 | $48,763,195 | $4,541,619 | $8,785iApproximate average salary by contribution assumption: employee only about $219,614 at 4% or $146,409 at 6%; with 50% employer match about $146,409 at 4% or $97,606 at 6%; with 100% employer match about $109,807 at 4% or $73,205 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 459 | - | - | - |
| 2017 | 2 | 449 | $51,262,008 | $3,547,401 | $7,901iApproximate average salary by contribution assumption: employee only about $197,517 at 4% or $131,678 at 6%; with 50% employer match about $131,678 at 4% or $87,785 at 6%; with 100% employer match about $98,758 at 4% or $65,839 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 440 | $51,262,008 | $3,547,401 | $8,062iApproximate average salary by contribution assumption: employee only about $201,557 at 4% or $134,371 at 6%; with 50% employer match about $134,371 at 4% or $89,581 at 6%; with 100% employer match about $100,778 at 4% or $67,186 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 449 | - | - | - |
| 2016 | 3 | 422 | $42,423,266 | $6,035,682 | $14,303iApproximate average salary by contribution assumption: employee only about $357,564 at 4% or $238,376 at 6%; with 50% employer match about $238,376 at 4% or $158,917 at 6%; with 100% employer match about $178,782 at 4% or $119,188 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 414 | $42,423,266 | $4,436,218 | $10,716iApproximate average salary by contribution assumption: employee only about $267,888 at 4% or $178,592 at 6%; with 50% employer match about $178,592 at 4% or $119,061 at 6%; with 100% employer match about $133,944 at 4% or $89,296 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 0 | - | $1,599,464 | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 422 | - | - | - |
| 2015 | 3 | 419 | $43,976,249 | $2,931,024 | $6,995iApproximate average salary by contribution assumption: employee only about $174,882 at 4% or $116,588 at 6%; with 50% employer match about $116,588 at 4% or $77,725 at 6%; with 100% employer match about $87,441 at 4% or $58,294 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 419 | $39,805,438 | $2,931,024 | $6,995iApproximate average salary by contribution assumption: employee only about $174,882 at 4% or $116,588 at 6%; with 50% employer match about $116,588 at 4% or $77,725 at 6%; with 100% employer match about $87,441 at 4% or $58,294 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 164 | $4,170,811 | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 416 | - | - | - |
| 2014 | 3 | 362 | $42,031,760 | $2,298,748 | $6,350iApproximate average salary by contribution assumption: employee only about $158,753 at 4% or $105,836 at 6%; with 50% employer match about $105,836 at 4% or $70,557 at 6%; with 100% employer match about $79,377 at 4% or $52,918 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 349 | $38,159,328 | $2,298,748 | $6,587iApproximate average salary by contribution assumption: employee only about $164,667 at 4% or $109,778 at 6%; with 50% employer match about $109,778 at 4% or $73,185 at 6%; with 100% employer match about $82,333 at 4% or $54,889 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 175 | $3,872,432 | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 362 | - | - | - |
| 2013 | 3 | 340 | $39,811,458 | $2,354,835 | $6,926iApproximate average salary by contribution assumption: employee only about $173,150 at 4% or $115,433 at 6%; with 50% employer match about $115,433 at 4% or $76,955 at 6%; with 100% employer match about $86,575 at 4% or $57,717 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 340 | $35,684,654 | $2,354,835 | $6,926iApproximate average salary by contribution assumption: employee only about $173,150 at 4% or $115,433 at 6%; with 50% employer match about $115,433 at 4% or $76,955 at 6%; with 100% employer match about $86,575 at 4% or $57,717 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 181 | $4,126,804 | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 308 | - | - | - |
| 2012 | 3 | 323 | $32,874,806 | $2,147,803 | $6,650iApproximate average salary by contribution assumption: employee only about $166,239 at 4% or $110,826 at 6%; with 50% employer match about $110,826 at 4% or $73,884 at 6%; with 100% employer match about $83,119 at 4% or $55,413 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 323 | $28,226,751 | $2,147,803 | $6,650iApproximate average salary by contribution assumption: employee only about $166,239 at 4% or $110,826 at 6%; with 50% employer match about $110,826 at 4% or $73,884 at 6%; with 100% employer match about $83,119 at 4% or $55,413 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 190 | $4,648,055 | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 290 | - | - | - |
| 2011 | 3 | 329 | $27,496,513 | $1,874,892 | $5,699iApproximate average salary by contribution assumption: employee only about $142,469 at 4% or $94,979 at 6%; with 50% employer match about $94,979 at 4% or $63,320 at 6%; with 100% employer match about $71,234 at 4% or $47,490 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 329 | $23,418,158 | $1,874,892 | $5,699iApproximate average salary by contribution assumption: employee only about $142,469 at 4% or $94,979 at 6%; with 50% employer match about $94,979 at 4% or $63,320 at 6%; with 100% employer match about $71,234 at 4% or $47,490 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 197 | $4,078,355 | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 279 | - | - | - |
| 2010 | 3 | 316 | $27,545,503 | $1,893,561 | $5,992iApproximate average salary by contribution assumption: employee only about $149,807 at 4% or $99,871 at 6%; with 50% employer match about $99,871 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 316 | $23,685,088 | $1,893,561 | $5,992iApproximate average salary by contribution assumption: employee only about $149,807 at 4% or $99,871 at 6%; with 50% employer match about $99,871 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 206 | $3,860,415 | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 288 | - | - | - |
| 2009 | 3 | 334 | $23,970,464 | $1,997,809 | $5,981iApproximate average salary by contribution assumption: employee only about $149,537 at 4% or $99,691 at 6%; with 50% employer match about $99,691 at 4% or $66,461 at 6%; with 100% employer match about $74,768 at 4% or $49,846 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 334 | $19,756,505 | $1,997,809 | $5,981iApproximate average salary by contribution assumption: employee only about $149,537 at 4% or $99,691 at 6%; with 50% employer match about $99,691 at 4% or $66,461 at 6%; with 100% employer match about $74,768 at 4% or $49,846 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 218 | $4,213,959 | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 267 | - | - | - |
| 2008 | 1 | 317 | $14,772,285 | $1,930,877 | $6,091iApproximate average salary by contribution assumption: employee only about $152,277 at 4% or $101,518 at 6%; with 50% employer match about $101,518 at 4% or $67,679 at 6%; with 100% employer match about $76,139 at 4% or $50,759 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 317 | $14,772,285 | $1,930,877 | $6,091iApproximate average salary by contribution assumption: employee only about $152,277 at 4% or $101,518 at 6%; with 50% employer match about $101,518 at 4% or $67,679 at 6%; with 100% employer match about $76,139 at 4% or $50,759 at 6%. |
| 2007 | 3 | 288 | $21,191,285 | $1,701,705 | $5,909iApproximate average salary by contribution assumption: employee only about $147,717 at 4% or $98,478 at 6%; with 50% employer match about $98,478 at 4% or $65,652 at 6%; with 100% employer match about $73,859 at 4% or $49,239 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 288 | $21,191,285 | $1,701,705 | $5,909iApproximate average salary by contribution assumption: employee only about $147,717 at 4% or $98,478 at 6%; with 50% employer match about $98,478 at 4% or $65,652 at 6%; with 100% employer match about $73,859 at 4% or $49,239 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 233 | - | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 288 | - | - | - |
| 2006 | 3 | 263 | $18,713,046 | $1,414,024 | $5,377iApproximate average salary by contribution assumption: employee only about $134,413 at 4% or $89,609 at 6%; with 50% employer match about $89,609 at 4% or $59,739 at 6%; with 100% employer match about $67,206 at 4% or $44,804 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 255 | $18,713,046 | $1,414,024 | $5,545iApproximate average salary by contribution assumption: employee only about $138,630 at 4% or $92,420 at 6%; with 50% employer match about $92,420 at 4% or $61,613 at 6%; with 100% employer match about $69,315 at 4% or $46,210 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 263 | - | - | - |
| The Retirement Plan for Employees of the Fort Miller Group | - | 237 | - | - | - |
| 2005 | 3 | 285 | $16,110,202 | $1,426,509 | $5,005iApproximate average salary by contribution assumption: employee only about $125,132 at 4% or $83,422 at 6%; with 50% employer match about $83,422 at 4% or $55,614 at 6%; with 100% employer match about $62,566 at 4% or $41,711 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 285 | $16,110,202 | $1,426,509 | $5,005iApproximate average salary by contribution assumption: employee only about $125,132 at 4% or $83,422 at 6%; with 50% employer match about $83,422 at 4% or $55,614 at 6%; with 100% employer match about $62,566 at 4% or $41,711 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 247 | - | - | - |
| The Retirement Plan for Employees of the Fort Miller Group | - | 252 | - | - | - |
| 2004 | 3 | 296 | $14,285,774 | $1,388,160 | $4,690iApproximate average salary by contribution assumption: employee only about $117,243 at 4% or $78,162 at 6%; with 50% employer match about $78,162 at 4% or $52,108 at 6%; with 100% employer match about $58,622 at 4% or $39,081 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 296 | $14,285,774 | $1,388,160 | $4,690iApproximate average salary by contribution assumption: employee only about $117,243 at 4% or $78,162 at 6%; with 50% employer match about $78,162 at 4% or $52,108 at 6%; with 100% employer match about $58,622 at 4% or $39,081 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 260 | - | - | - |
| The Retirement Plan for Employees of the Fort Miller Group | - | 277 | - | - | - |
| 2003 | 3 | 315 | $14,182,537 | $1,322,705 | $4,199iApproximate average salary by contribution assumption: employee only about $104,977 at 4% or $69,984 at 6%; with 50% employer match about $69,984 at 4% or $46,656 at 6%; with 100% employer match about $52,488 at 4% or $34,992 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 315 | $11,993,403 | $1,322,705 | $4,199iApproximate average salary by contribution assumption: employee only about $104,977 at 4% or $69,984 at 6%; with 50% employer match about $69,984 at 4% or $46,656 at 6%; with 100% employer match about $52,488 at 4% or $34,992 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 280 | $2,189,134 | - | - |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 275 | - | - | - |
| 2002 | 3 | 320 | $9,199,770 | $1,316,615 | $4,114iApproximate average salary by contribution assumption: employee only about $102,861 at 4% or $68,574 at 6%; with 50% employer match about $68,574 at 4% or $45,716 at 6%; with 100% employer match about $51,430 at 4% or $34,287 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 320 | $9,199,770 | $1,316,615 | $4,114iApproximate average salary by contribution assumption: employee only about $102,861 at 4% or $68,574 at 6%; with 50% employer match about $68,574 at 4% or $45,716 at 6%; with 100% employer match about $51,430 at 4% or $34,287 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 288 | - | - | - |
| The Retirement Plan for Employees of the Fort Miller Group | - | 299 | - | - | - |
| 2001 | 3 | 330 | $12,141,685 | $1,554,009 | $4,709iApproximate average salary by contribution assumption: employee only about $117,728 at 4% or $78,485 at 6%; with 50% employer match about $78,485 at 4% or $52,324 at 6%; with 100% employer match about $58,864 at 4% or $39,243 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 330 | $9,886,462 | $1,324,835 | $4,015iApproximate average salary by contribution assumption: employee only about $100,366 at 4% or $66,911 at 6%; with 50% employer match about $66,911 at 4% or $44,607 at 6%; with 100% employer match about $50,183 at 4% or $33,455 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 313 | $2,255,223 | $229,174 | $732iApproximate average salary by contribution assumption: employee only about $18,305 at 4% or $12,203 at 6%; with 50% employer match about $12,203 at 4% or $8,135 at 6%; with 100% employer match about $9,152 at 4% or $6,102 at 6%. |
| The Fort Miller Group Health & Welfare Employee Benefits Plan | - | 297 | - | - | - |
| 2000 | 2 | 332 | $9,743,073 | $1,314,788 | $3,960iApproximate average salary by contribution assumption: employee only about $99,005 at 4% or $66,003 at 6%; with 50% employer match about $66,003 at 4% or $44,002 at 6%; with 100% employer match about $49,503 at 4% or $33,002 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 329 | $9,743,073 | $1,314,788 | $3,996iApproximate average salary by contribution assumption: employee only about $99,908 at 4% or $66,605 at 6%; with 50% employer match about $66,605 at 4% or $44,404 at 6%; with 100% employer match about $49,954 at 4% or $33,303 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 332 | - | - | - |
| 1999 | 2 | 328 | $12,061,121 | $1,318,155 | $4,019iApproximate average salary by contribution assumption: employee only about $100,469 at 4% or $66,979 at 6%; with 50% employer match about $66,979 at 4% or $44,653 at 6%; with 100% employer match about $50,235 at 4% or $33,490 at 6%. |
| The Fort Miller Group Incentive Savings Plan | - | 328 | $9,590,226 | $1,178,589 | $3,593iApproximate average salary by contribution assumption: employee only about $89,831 at 4% or $59,888 at 6%; with 50% employer match about $59,888 at 4% or $39,925 at 6%; with 100% employer match about $44,916 at 4% or $29,944 at 6%. |
| The Retirement Plan for Employees of the Fort Miller Group | - | 316 | $2,470,895 | $139,566 | $442iApproximate average salary by contribution assumption: employee only about $11,042 at 4% or $7,361 at 6%; with 50% employer match about $7,361 at 4% or $4,907 at 6%; with 100% employer match about $5,521 at 4% or $3,681 at 6%. |