Middleton & Company
Plan context: Middleton & Company 401(K) Plan
EIN 22-1807237 • Newton, NJ • 33 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,785,954
2024 Contributions
$181,055
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 | 7 | $3,785,954 | $181,055 | $25,865iApproximate average salary by contribution assumption: employee only about $646,625 at 4% or $431,083 at 6%; with 50% employer match about $431,083 at 4% or $287,389 at 6%; with 100% employer match about $323,313 at 4% or $215,542 at 6%. |
| Middleton & Company 401(K) Plan | - | 7 | $2,214,696 | $92,219 | $13,174iApproximate average salary by contribution assumption: employee only about $329,354 at 4% or $219,569 at 6%; with 50% employer match about $219,569 at 4% or $146,379 at 6%; with 100% employer match about $164,677 at 4% or $109,785 at 6%. |
| Middleton & Company Cash Balance Plan | - | 6 | $1,571,258 | $88,836 | $14,806iApproximate average salary by contribution assumption: employee only about $370,150 at 4% or $246,767 at 6%; with 50% employer match about $246,767 at 4% or $164,511 at 6%; with 100% employer match about $185,075 at 4% or $123,383 at 6%. |
| 2023 | 2 | 9 | $3,000,540 | $199,640 | $22,182iApproximate average salary by contribution assumption: employee only about $554,556 at 4% or $369,704 at 6%; with 50% employer match about $369,704 at 4% or $246,469 at 6%; with 100% employer match about $277,278 at 4% or $184,852 at 6%. |
| Middleton & Company 401(K) Plan | - | 9 | $1,768,047 | $82,600 | $9,178iApproximate average salary by contribution assumption: employee only about $229,444 at 4% or $152,963 at 6%; with 50% employer match about $152,963 at 4% or $101,975 at 6%; with 100% employer match about $114,722 at 4% or $76,481 at 6%. |
| Middleton & Company Cash Balance Plan | - | 9 | $1,232,493 | $117,040 | $13,004iApproximate average salary by contribution assumption: employee only about $325,111 at 4% or $216,741 at 6%; with 50% employer match about $216,741 at 4% or $144,494 at 6%; with 100% employer match about $162,556 at 4% or $108,370 at 6%. |
| 2022 | 2 | 9 | $2,941,973 | $132,766 | $14,752iApproximate average salary by contribution assumption: employee only about $368,794 at 4% or $245,863 at 6%; with 50% employer match about $245,863 at 4% or $163,909 at 6%; with 100% employer match about $184,397 at 4% or $122,931 at 6%. |
| Middleton & Company 401(K) Plan | - | 9 | $1,922,288 | $84,974 | $9,442iApproximate average salary by contribution assumption: employee only about $236,039 at 4% or $157,359 at 6%; with 50% employer match about $157,359 at 4% or $104,906 at 6%; with 100% employer match about $118,019 at 4% or $78,680 at 6%. |
| Middleton & Company Cash Balance Plan | - | 9 | $1,019,685 | $47,792 | $5,310iApproximate average salary by contribution assumption: employee only about $132,756 at 4% or $88,504 at 6%; with 50% employer match about $88,504 at 4% or $59,002 at 6%; with 100% employer match about $66,378 at 4% or $44,252 at 6%. |
| 2021 | 2 | 9 | $3,460,890 | $175,421 | $19,491iApproximate average salary by contribution assumption: employee only about $487,281 at 4% or $324,854 at 6%; with 50% employer match about $324,854 at 4% or $216,569 at 6%; with 100% employer match about $243,640 at 4% or $162,427 at 6%. |
| Middleton & Company 401(K) Plan | - | 9 | $2,274,751 | $88,803 | $9,867iApproximate average salary by contribution assumption: employee only about $246,675 at 4% or $164,450 at 6%; with 50% employer match about $164,450 at 4% or $109,633 at 6%; with 100% employer match about $123,338 at 4% or $82,225 at 6%. |
| Middleton & Company Cash Balance Plan | - | 9 | $1,186,139 | $86,618 | $9,624iApproximate average salary by contribution assumption: employee only about $240,606 at 4% or $160,404 at 6%; with 50% employer match about $160,404 at 4% or $106,936 at 6%; with 100% employer match about $120,303 at 4% or $80,202 at 6%. |
| 2020 | 2 | 10 | $3,739,372 | $386,664 | $38,666iApproximate average salary by contribution assumption: employee only about $966,660 at 4% or $644,440 at 6%; with 50% employer match about $644,440 at 4% or $429,627 at 6%; with 100% employer match about $483,330 at 4% or $322,220 at 6%. |
| Middleton & Company 401(K) Plan | - | 10 | $2,774,830 | $301,640 | $30,164iApproximate average salary by contribution assumption: employee only about $754,100 at 4% or $502,733 at 6%; with 50% employer match about $502,733 at 4% or $335,156 at 6%; with 100% employer match about $377,050 at 4% or $251,367 at 6%. |
| Middleton & Company Cash Balance Plan | - | 10 | $964,542 | $85,024 | $8,502iApproximate average salary by contribution assumption: employee only about $212,560 at 4% or $141,707 at 6%; with 50% employer match about $141,707 at 4% or $94,471 at 6%; with 100% employer match about $106,280 at 4% or $70,853 at 6%. |
| 2019 | 2 | 10 | $2,599,391 | $168,731 | $16,873iApproximate average salary by contribution assumption: employee only about $421,827 at 4% or $281,218 at 6%; with 50% employer match about $281,218 at 4% or $187,479 at 6%; with 100% employer match about $210,914 at 4% or $140,609 at 6%. |
| Middleton & Company 401(K) Plan | - | 10 | $1,919,529 | $84,215 | $8,422iApproximate average salary by contribution assumption: employee only about $210,538 at 4% or $140,358 at 6%; with 50% employer match about $140,358 at 4% or $93,572 at 6%; with 100% employer match about $105,269 at 4% or $70,179 at 6%. |
| Middleton & Company Cash Balance Plan | - | 9 | $679,862 | $84,516 | $9,391iApproximate average salary by contribution assumption: employee only about $234,767 at 4% or $156,511 at 6%; with 50% employer match about $156,511 at 4% or $104,341 at 6%; with 100% employer match about $117,383 at 4% or $78,256 at 6%. |
| 2018 | 2 | 9 | $1,968,117 | $163,749 | $18,194iApproximate average salary by contribution assumption: employee only about $454,858 at 4% or $303,239 at 6%; with 50% employer match about $303,239 at 4% or $202,159 at 6%; with 100% employer match about $227,429 at 4% or $151,619 at 6%. |
| Middleton & Company 401(K) Plan | - | 9 | $1,477,406 | $80,547 | $8,950iApproximate average salary by contribution assumption: employee only about $223,742 at 4% or $149,161 at 6%; with 50% employer match about $149,161 at 4% or $99,441 at 6%; with 100% employer match about $111,871 at 4% or $74,581 at 6%. |
| Middleton & Company Cash Balance Plan | - | 8 | $490,711 | $83,202 | $10,400iApproximate average salary by contribution assumption: employee only about $260,006 at 4% or $173,338 at 6%; with 50% employer match about $173,338 at 4% or $115,558 at 6%; with 100% employer match about $130,003 at 4% or $86,669 at 6%. |
| 2017 | 2 | 8 | $1,947,908 | $188,448 | $23,556iApproximate average salary by contribution assumption: employee only about $588,900 at 4% or $392,600 at 6%; with 50% employer match about $392,600 at 4% or $261,733 at 6%; with 100% employer match about $294,450 at 4% or $196,300 at 6%. |
| Middleton & Company 401(K) Plan | - | 8 | $1,508,694 | $131,919 | $16,490iApproximate average salary by contribution assumption: employee only about $412,247 at 4% or $274,831 at 6%; with 50% employer match about $274,831 at 4% or $183,221 at 6%; with 100% employer match about $206,123 at 4% or $137,416 at 6%. |
| Middleton & Company Cash Balance Plan | - | 8 | $439,214 | $56,529 | $7,066iApproximate average salary by contribution assumption: employee only about $176,653 at 4% or $117,769 at 6%; with 50% employer match about $117,769 at 4% or $78,513 at 6%; with 100% employer match about $88,327 at 4% or $58,884 at 6%. |
| 2016 | 2 | 7 | $1,475,414 | $205,208 | $29,315iApproximate average salary by contribution assumption: employee only about $732,886 at 4% or $488,590 at 6%; with 50% employer match about $488,590 at 4% or $325,727 at 6%; with 100% employer match about $366,443 at 4% or $244,295 at 6%. |
| Middleton & Company 401(K) Plan | - | 7 | $1,148,909 | $70,078 | $10,011iApproximate average salary by contribution assumption: employee only about $250,279 at 4% or $166,852 at 6%; with 50% employer match about $166,852 at 4% or $111,235 at 6%; with 100% employer match about $125,139 at 4% or $83,426 at 6%. |
| Middleton & Company Cash Balance Plan | - | 7 | $326,505 | $135,130 | $19,304iApproximate average salary by contribution assumption: employee only about $482,607 at 4% or $321,738 at 6%; with 50% employer match about $321,738 at 4% or $214,492 at 6%; with 100% employer match about $241,304 at 4% or $160,869 at 6%. |
| 2015 | 2 | 9 | $1,188,692 | $130,326 | $14,481iApproximate average salary by contribution assumption: employee only about $362,017 at 4% or $241,344 at 6%; with 50% employer match about $241,344 at 4% or $160,896 at 6%; with 100% employer match about $181,008 at 4% or $120,672 at 6%. |
| Middleton & Company 401(K) Plan | - | 9 | $1,016,494 | $75,425 | $8,381iApproximate average salary by contribution assumption: employee only about $209,514 at 4% or $139,676 at 6%; with 50% employer match about $139,676 at 4% or $93,117 at 6%; with 100% employer match about $104,757 at 4% or $69,838 at 6%. |
| Middleton & Company Cash Balance Plan | - | 7 | $172,198 | $54,901 | $7,843iApproximate average salary by contribution assumption: employee only about $196,075 at 4% or $130,717 at 6%; with 50% employer match about $130,717 at 4% or $87,144 at 6%; with 100% employer match about $98,038 at 4% or $65,358 at 6%. |
| 2014 | 2 | 11 | $1,109,560 | $141,450 | $12,859iApproximate average salary by contribution assumption: employee only about $321,477 at 4% or $214,318 at 6%; with 50% employer match about $214,318 at 4% or $142,879 at 6%; with 100% employer match about $160,739 at 4% or $107,159 at 6%. |
| Middleton & Company 401(K) Plan | - | 11 | $989,704 | $82,002 | $7,455iApproximate average salary by contribution assumption: employee only about $186,368 at 4% or $124,245 at 6%; with 50% employer match about $124,245 at 4% or $82,830 at 6%; with 100% employer match about $93,184 at 4% or $62,123 at 6%. |
| Middleton & Company Cash Balance Plan | - | 10 | $119,856 | $59,448 | $5,945iApproximate average salary by contribution assumption: employee only about $148,620 at 4% or $99,080 at 6%; with 50% employer match about $99,080 at 4% or $66,053 at 6%; with 100% employer match about $74,310 at 4% or $49,540 at 6%. |
| 2013 | 2 | 14 | $1,013,600 | $135,067 | $9,648iApproximate average salary by contribution assumption: employee only about $241,191 at 4% or $160,794 at 6%; with 50% employer match about $160,794 at 4% or $107,196 at 6%; with 100% employer match about $120,596 at 4% or $80,397 at 6%. |
| Middleton & Company 401(K) Plan | - | 14 | $954,600 | $76,067 | $5,433iApproximate average salary by contribution assumption: employee only about $135,834 at 4% or $90,556 at 6%; with 50% employer match about $90,556 at 4% or $60,371 at 6%; with 100% employer match about $67,917 at 4% or $45,278 at 6%. |
| Middleton & Company Cash Balance Plan | - | 8 | $59,000 | $59,000 | $7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%. |
| 2012 | 1 | 12 | $731,370 | $77,260 | $6,438iApproximate average salary by contribution assumption: employee only about $160,958 at 4% or $107,306 at 6%; with 50% employer match about $107,306 at 4% or $71,537 at 6%; with 100% employer match about $80,479 at 4% or $53,653 at 6%. |
| Middleton & Company 401(K) Plan | - | 12 | $731,370 | $77,260 | $6,438iApproximate average salary by contribution assumption: employee only about $160,958 at 4% or $107,306 at 6%; with 50% employer match about $107,306 at 4% or $71,537 at 6%; with 100% employer match about $80,479 at 4% or $53,653 at 6%. |
| 2011 | 1 | 14 | $581,753 | $73,184 | $5,227iApproximate average salary by contribution assumption: employee only about $130,686 at 4% or $87,124 at 6%; with 50% employer match about $87,124 at 4% or $58,083 at 6%; with 100% employer match about $65,343 at 4% or $43,562 at 6%. |
| Middleton & Company 401(K) Plan | - | 14 | $581,753 | $73,184 | $5,227iApproximate average salary by contribution assumption: employee only about $130,686 at 4% or $87,124 at 6%; with 50% employer match about $87,124 at 4% or $58,083 at 6%; with 100% employer match about $65,343 at 4% or $43,562 at 6%. |
| 2010 | 1 | 14 | $569,631 | $86,013 | $6,144iApproximate average salary by contribution assumption: employee only about $153,595 at 4% or $102,396 at 6%; with 50% employer match about $102,396 at 4% or $68,264 at 6%; with 100% employer match about $76,797 at 4% or $51,198 at 6%. |
| Middleton & Company 401(K) Plan | - | 14 | $569,631 | $86,013 | $6,144iApproximate average salary by contribution assumption: employee only about $153,595 at 4% or $102,396 at 6%; with 50% employer match about $102,396 at 4% or $68,264 at 6%; with 100% employer match about $76,797 at 4% or $51,198 at 6%. |
| 2009 | 1 | 12 | $425,495 | $90,143 | $7,512iApproximate average salary by contribution assumption: employee only about $187,798 at 4% or $125,199 at 6%; with 50% employer match about $125,199 at 4% or $83,466 at 6%; with 100% employer match about $93,899 at 4% or $62,599 at 6%. |
| Middleton & Company 401(K) Plan | - | 12 | $425,495 | $90,143 | $7,512iApproximate average salary by contribution assumption: employee only about $187,798 at 4% or $125,199 at 6%; with 50% employer match about $125,199 at 4% or $83,466 at 6%; with 100% employer match about $93,899 at 4% or $62,599 at 6%. |
| 2008 | 1 | 11 | $314,083 | $110,229 | $10,021iApproximate average salary by contribution assumption: employee only about $250,520 at 4% or $167,014 at 6%; with 50% employer match about $167,014 at 4% or $111,342 at 6%; with 100% employer match about $125,260 at 4% or $83,507 at 6%. |
| Middleton & Company 401(K) Plan | - | 11 | $314,083 | $110,229 | $10,021iApproximate average salary by contribution assumption: employee only about $250,520 at 4% or $167,014 at 6%; with 50% employer match about $167,014 at 4% or $111,342 at 6%; with 100% employer match about $125,260 at 4% or $83,507 at 6%. |
| 2007 | 1 | 11 | $467,747 | $81,233 | $7,385iApproximate average salary by contribution assumption: employee only about $184,620 at 4% or $123,080 at 6%; with 50% employer match about $123,080 at 4% or $82,054 at 6%; with 100% employer match about $92,310 at 4% or $61,540 at 6%. |
| Middleton & Company 401(K) Plan | - | 11 | $467,747 | $81,233 | $7,385iApproximate average salary by contribution assumption: employee only about $184,620 at 4% or $123,080 at 6%; with 50% employer match about $123,080 at 4% or $82,054 at 6%; with 100% employer match about $92,310 at 4% or $61,540 at 6%. |
| 2006 | 1 | 9 | $354,497 | $74,434 | $8,270iApproximate average salary by contribution assumption: employee only about $206,761 at 4% or $137,841 at 6%; with 50% employer match about $137,841 at 4% or $91,894 at 6%; with 100% employer match about $103,381 at 4% or $68,920 at 6%. |
| Middleton & Company 401(K) Plan | - | 9 | $354,497 | $74,434 | $8,270iApproximate average salary by contribution assumption: employee only about $206,761 at 4% or $137,841 at 6%; with 50% employer match about $137,841 at 4% or $91,894 at 6%; with 100% employer match about $103,381 at 4% or $68,920 at 6%. |
| 2005 | 1 | 10 | $250,412 | $81,466 | $8,147iApproximate average salary by contribution assumption: employee only about $203,665 at 4% or $135,777 at 6%; with 50% employer match about $135,777 at 4% or $90,518 at 6%; with 100% employer match about $101,833 at 4% or $67,888 at 6%. |
| Middleton & Company 401(K) Plan | - | 10 | $250,412 | $81,466 | $8,147iApproximate average salary by contribution assumption: employee only about $203,665 at 4% or $135,777 at 6%; with 50% employer match about $135,777 at 4% or $90,518 at 6%; with 100% employer match about $101,833 at 4% or $67,888 at 6%. |
| 2003 | 1 | 9 | $63,216 | $58,282 | $6,476iApproximate average salary by contribution assumption: employee only about $161,894 at 4% or $107,930 at 6%; with 50% employer match about $107,930 at 4% or $71,953 at 6%; with 100% employer match about $80,947 at 4% or $53,965 at 6%. |
| Middleton & Company 401(K) Plan | - | 9 | $63,216 | $58,282 | $6,476iApproximate average salary by contribution assumption: employee only about $161,894 at 4% or $107,930 at 6%; with 50% employer match about $107,930 at 4% or $71,953 at 6%; with 100% employer match about $80,947 at 4% or $53,965 at 6%. |