Civic Intelligence

Sholes & Miller

Plan context: Sholes Miller LLP 401 K Profit Sharing Plan Trust

EIN 14-1824912 • Fishkill, NY • 18 filings • 9 plans

300 Westage Business Center DrSuite 390Fishkill, NY 12524
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,753,260

2024 Contributions

$219,766

Historical Graphs

Total Assets Over Time

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

$1,753,260$876,630$0200820162024YearValue
$1,753,260Latest year 2024

Participants Over Time

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

24120200720152024YearValue
16Latest year 2024

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
2024116$1,753,260$219,766$13,735iApproximate average salary by contribution assumption: employee only about $343,384 at 4% or $228,923 at 6%; with 50% employer match about $228,923 at 4% or $152,615 at 6%; with 100% employer match about $171,692 at 4% or $114,461 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-16$1,753,260$219,766$13,735iApproximate average salary by contribution assumption: employee only about $343,384 at 4% or $228,923 at 6%; with 50% employer match about $228,923 at 4% or $152,615 at 6%; with 100% employer match about $171,692 at 4% or $114,461 at 6%.
2023116$1,394,351$136,513$8,532iApproximate average salary by contribution assumption: employee only about $213,302 at 4% or $142,201 at 6%; with 50% employer match about $142,201 at 4% or $94,801 at 6%; with 100% employer match about $106,651 at 4% or $71,101 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-16$1,394,351$136,513$8,532iApproximate average salary by contribution assumption: employee only about $213,302 at 4% or $142,201 at 6%; with 50% employer match about $142,201 at 4% or $94,801 at 6%; with 100% employer match about $106,651 at 4% or $71,101 at 6%.
2022120$1,190,811$228,353$11,418iApproximate average salary by contribution assumption: employee only about $285,441 at 4% or $190,294 at 6%; with 50% employer match about $190,294 at 4% or $126,863 at 6%; with 100% employer match about $142,721 at 4% or $95,147 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-20$1,190,811$228,353$11,418iApproximate average salary by contribution assumption: employee only about $285,441 at 4% or $190,294 at 6%; with 50% employer match about $190,294 at 4% or $126,863 at 6%; with 100% employer match about $142,721 at 4% or $95,147 at 6%.
2021122$1,234,554$129,476$5,885iApproximate average salary by contribution assumption: employee only about $147,132 at 4% or $98,088 at 6%; with 50% employer match about $98,088 at 4% or $65,392 at 6%; with 100% employer match about $73,566 at 4% or $49,044 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-22$1,234,554$129,476$5,885iApproximate average salary by contribution assumption: employee only about $147,132 at 4% or $98,088 at 6%; with 50% employer match about $98,088 at 4% or $65,392 at 6%; with 100% employer match about $73,566 at 4% or $49,044 at 6%.
2020124$1,264,151$141,572$5,899iApproximate average salary by contribution assumption: employee only about $147,471 at 4% or $98,314 at 6%; with 50% employer match about $98,314 at 4% or $65,543 at 6%; with 100% employer match about $73,735 at 4% or $49,157 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-24$1,264,151$141,572$5,899iApproximate average salary by contribution assumption: employee only about $147,471 at 4% or $98,314 at 6%; with 50% employer match about $98,314 at 4% or $65,543 at 6%; with 100% employer match about $73,735 at 4% or $49,157 at 6%.
2019124$1,679,401$192,494$8,021iApproximate average salary by contribution assumption: employee only about $200,515 at 4% or $133,676 at 6%; with 50% employer match about $133,676 at 4% or $89,118 at 6%; with 100% employer match about $100,257 at 4% or $66,838 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-24$1,679,401$192,494$8,021iApproximate average salary by contribution assumption: employee only about $200,515 at 4% or $133,676 at 6%; with 50% employer match about $133,676 at 4% or $89,118 at 6%; with 100% employer match about $100,257 at 4% or $66,838 at 6%.
2018120$1,283,996$165,670$8,284iApproximate average salary by contribution assumption: employee only about $207,088 at 4% or $138,058 at 6%; with 50% employer match about $138,058 at 4% or $92,039 at 6%; with 100% employer match about $103,544 at 4% or $69,029 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-20$1,283,996$165,670$8,284iApproximate average salary by contribution assumption: employee only about $207,088 at 4% or $138,058 at 6%; with 50% employer match about $138,058 at 4% or $92,039 at 6%; with 100% employer match about $103,544 at 4% or $69,029 at 6%.
2016117$896,816$132,506$7,794iApproximate average salary by contribution assumption: employee only about $194,862 at 4% or $129,908 at 6%; with 50% employer match about $129,908 at 4% or $86,605 at 6%; with 100% employer match about $97,431 at 4% or $64,954 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-17$896,816$132,506$7,794iApproximate average salary by contribution assumption: employee only about $194,862 at 4% or $129,908 at 6%; with 50% employer match about $129,908 at 4% or $86,605 at 6%; with 100% employer match about $97,431 at 4% or $64,954 at 6%.
2015118$744,286$114,090$6,338iApproximate average salary by contribution assumption: employee only about $158,458 at 4% or $105,639 at 6%; with 50% employer match about $105,639 at 4% or $70,426 at 6%; with 100% employer match about $79,229 at 4% or $52,819 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-18$744,286$114,090$6,338iApproximate average salary by contribution assumption: employee only about $158,458 at 4% or $105,639 at 6%; with 50% employer match about $105,639 at 4% or $70,426 at 6%; with 100% employer match about $79,229 at 4% or $52,819 at 6%.
2014117$635,211$89,633$5,273iApproximate average salary by contribution assumption: employee only about $131,813 at 4% or $87,875 at 6%; with 50% employer match about $87,875 at 4% or $58,584 at 6%; with 100% employer match about $65,907 at 4% or $43,938 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-17$635,211$89,633$5,273iApproximate average salary by contribution assumption: employee only about $131,813 at 4% or $87,875 at 6%; with 50% employer match about $87,875 at 4% or $58,584 at 6%; with 100% employer match about $65,907 at 4% or $43,938 at 6%.
2013113$504,318$78,845$6,065iApproximate average salary by contribution assumption: employee only about $151,625 at 4% or $101,083 at 6%; with 50% employer match about $101,083 at 4% or $67,389 at 6%; with 100% employer match about $75,813 at 4% or $50,542 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-13$504,318$78,845$6,065iApproximate average salary by contribution assumption: employee only about $151,625 at 4% or $101,083 at 6%; with 50% employer match about $101,083 at 4% or $67,389 at 6%; with 100% employer match about $75,813 at 4% or $50,542 at 6%.
2012111$555,314$96,749$8,795iApproximate average salary by contribution assumption: employee only about $219,884 at 4% or $146,589 at 6%; with 50% employer match about $146,589 at 4% or $97,726 at 6%; with 100% employer match about $109,942 at 4% or $73,295 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-11$555,314$96,749$8,795iApproximate average salary by contribution assumption: employee only about $219,884 at 4% or $146,589 at 6%; with 50% employer match about $146,589 at 4% or $97,726 at 6%; with 100% employer match about $109,942 at 4% or $73,295 at 6%.
2011112$435,096$244,029$20,336iApproximate average salary by contribution assumption: employee only about $508,394 at 4% or $338,929 at 6%; with 50% employer match about $338,929 at 4% or $225,953 at 6%; with 100% employer match about $254,197 at 4% or $169,465 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-12$435,096$244,029$20,336iApproximate average salary by contribution assumption: employee only about $508,394 at 4% or $338,929 at 6%; with 50% employer match about $338,929 at 4% or $225,953 at 6%; with 100% employer match about $254,197 at 4% or $169,465 at 6%.
2010110$191,392$58,075$5,808iApproximate average salary by contribution assumption: employee only about $145,188 at 4% or $96,792 at 6%; with 50% employer match about $96,792 at 4% or $64,528 at 6%; with 100% employer match about $72,594 at 4% or $48,396 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-10$191,392$58,075$5,808iApproximate average salary by contribution assumption: employee only about $145,188 at 4% or $96,792 at 6%; with 50% employer match about $96,792 at 4% or $64,528 at 6%; with 100% employer match about $72,594 at 4% or $48,396 at 6%.
2009111$149,927$60,287$5,481iApproximate average salary by contribution assumption: employee only about $137,016 at 4% or $91,344 at 6%; with 50% employer match about $91,344 at 4% or $60,896 at 6%; with 100% employer match about $68,508 at 4% or $45,672 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-11$149,927$60,287$5,481iApproximate average salary by contribution assumption: employee only about $137,016 at 4% or $91,344 at 6%; with 50% employer match about $91,344 at 4% or $60,896 at 6%; with 100% employer match about $68,508 at 4% or $45,672 at 6%.
200818$70,723$63,358$7,920iApproximate average salary by contribution assumption: employee only about $197,994 at 4% or $131,996 at 6%; with 50% employer match about $131,996 at 4% or $87,997 at 6%; with 100% employer match about $98,997 at 4% or $65,998 at 6%.
Sholes Miller LLP 401 K Profit Sharing Plan Trust-8$70,723$63,358$7,920iApproximate average salary by contribution assumption: employee only about $197,994 at 4% or $131,996 at 6%; with 50% employer match about $131,996 at 4% or $87,997 at 6%; with 100% employer match about $98,997 at 4% or $65,998 at 6%.
200725$0$0-
Sholes Miller LLP 401 K Profit Sharing Plan Trust-5---
Sholes Miller LLP 401 K Profit Sharing Plan Trust-0---