Milligan & Company LLC
Plan context: Milligan & Company LLC 401(K) Profit Sharing Plan
EIN 23-3010968 • Philadelphia, PA • 26 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
33
2025 Assets
$5,544,871
2025 Contributions
$338,395
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 33 | $5,544,871 | $338,395 | $10,254iApproximate average salary by contribution assumption: employee only about $256,360 at 4% or $170,907 at 6%; with 50% employer match about $170,907 at 4% or $113,938 at 6%; with 100% employer match about $128,180 at 4% or $85,453 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 33 | $5,544,871 | $338,395 | $10,254iApproximate average salary by contribution assumption: employee only about $256,360 at 4% or $170,907 at 6%; with 50% employer match about $170,907 at 4% or $113,938 at 6%; with 100% employer match about $128,180 at 4% or $85,453 at 6%. |
| 2024 | 1 | 36 | $5,038,951 | $348,215 | $9,673iApproximate average salary by contribution assumption: employee only about $241,816 at 4% or $161,211 at 6%; with 50% employer match about $161,211 at 4% or $107,474 at 6%; with 100% employer match about $120,908 at 4% or $80,605 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 36 | $5,038,951 | $348,215 | $9,673iApproximate average salary by contribution assumption: employee only about $241,816 at 4% or $161,211 at 6%; with 50% employer match about $161,211 at 4% or $107,474 at 6%; with 100% employer match about $120,908 at 4% or $80,605 at 6%. |
| 2023 | 1 | 30 | $4,409,212 | $336,995 | $11,233iApproximate average salary by contribution assumption: employee only about $280,829 at 4% or $187,219 at 6%; with 50% employer match about $187,219 at 4% or $124,813 at 6%; with 100% employer match about $140,415 at 4% or $93,610 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 30 | $4,409,212 | $336,995 | $11,233iApproximate average salary by contribution assumption: employee only about $280,829 at 4% or $187,219 at 6%; with 50% employer match about $187,219 at 4% or $124,813 at 6%; with 100% employer match about $140,415 at 4% or $93,610 at 6%. |
| 2022 | 1 | 28 | $3,880,573 | $298,328 | $10,655iApproximate average salary by contribution assumption: employee only about $266,364 at 4% or $177,576 at 6%; with 50% employer match about $177,576 at 4% or $118,384 at 6%; with 100% employer match about $133,182 at 4% or $88,788 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 28 | $3,880,573 | $298,328 | $10,655iApproximate average salary by contribution assumption: employee only about $266,364 at 4% or $177,576 at 6%; with 50% employer match about $177,576 at 4% or $118,384 at 6%; with 100% employer match about $133,182 at 4% or $88,788 at 6%. |
| 2021 | 1 | 27 | $5,066,036 | $307,387 | $11,385iApproximate average salary by contribution assumption: employee only about $284,618 at 4% or $189,745 at 6%; with 50% employer match about $189,745 at 4% or $126,497 at 6%; with 100% employer match about $142,309 at 4% or $94,873 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 27 | $5,066,036 | $307,387 | $11,385iApproximate average salary by contribution assumption: employee only about $284,618 at 4% or $189,745 at 6%; with 50% employer match about $189,745 at 4% or $126,497 at 6%; with 100% employer match about $142,309 at 4% or $94,873 at 6%. |
| 2020 | 1 | 33 | $5,001,343 | $314,067 | $9,517iApproximate average salary by contribution assumption: employee only about $237,930 at 4% or $158,620 at 6%; with 50% employer match about $158,620 at 4% or $105,746 at 6%; with 100% employer match about $118,965 at 4% or $79,310 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 33 | $5,001,343 | $314,067 | $9,517iApproximate average salary by contribution assumption: employee only about $237,930 at 4% or $158,620 at 6%; with 50% employer match about $158,620 at 4% or $105,746 at 6%; with 100% employer match about $118,965 at 4% or $79,310 at 6%. |
| 2019 | 1 | 38 | $4,755,910 | $299,094 | $7,871iApproximate average salary by contribution assumption: employee only about $196,772 at 4% or $131,182 at 6%; with 50% employer match about $131,182 at 4% or $87,454 at 6%; with 100% employer match about $98,386 at 4% or $65,591 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 38 | $4,755,910 | $299,094 | $7,871iApproximate average salary by contribution assumption: employee only about $196,772 at 4% or $131,182 at 6%; with 50% employer match about $131,182 at 4% or $87,454 at 6%; with 100% employer match about $98,386 at 4% or $65,591 at 6%. |
| 2018 | 1 | 36 | $3,742,965 | $327,774 | $9,105iApproximate average salary by contribution assumption: employee only about $227,621 at 4% or $151,747 at 6%; with 50% employer match about $151,747 at 4% or $101,165 at 6%; with 100% employer match about $113,810 at 4% or $75,874 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 36 | $3,742,965 | $327,774 | $9,105iApproximate average salary by contribution assumption: employee only about $227,621 at 4% or $151,747 at 6%; with 50% employer match about $151,747 at 4% or $101,165 at 6%; with 100% employer match about $113,810 at 4% or $75,874 at 6%. |
| 2017 | 1 | 36 | $4,686,367 | $307,724 | $8,548iApproximate average salary by contribution assumption: employee only about $213,697 at 4% or $142,465 at 6%; with 50% employer match about $142,465 at 4% or $94,977 at 6%; with 100% employer match about $106,849 at 4% or $71,232 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 36 | $4,686,367 | $307,724 | $8,548iApproximate average salary by contribution assumption: employee only about $213,697 at 4% or $142,465 at 6%; with 50% employer match about $142,465 at 4% or $94,977 at 6%; with 100% employer match about $106,849 at 4% or $71,232 at 6%. |
| 2016 | 1 | 38 | $3,914,961 | $312,072 | $8,212iApproximate average salary by contribution assumption: employee only about $205,311 at 4% or $136,874 at 6%; with 50% employer match about $136,874 at 4% or $91,249 at 6%; with 100% employer match about $102,655 at 4% or $68,437 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 38 | $3,914,961 | $312,072 | $8,212iApproximate average salary by contribution assumption: employee only about $205,311 at 4% or $136,874 at 6%; with 50% employer match about $136,874 at 4% or $91,249 at 6%; with 100% employer match about $102,655 at 4% or $68,437 at 6%. |
| 2015 | 1 | 38 | $3,401,478 | $367,496 | $9,671iApproximate average salary by contribution assumption: employee only about $241,774 at 4% or $161,182 at 6%; with 50% employer match about $161,182 at 4% or $107,455 at 6%; with 100% employer match about $120,887 at 4% or $80,591 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 38 | $3,401,478 | $367,496 | $9,671iApproximate average salary by contribution assumption: employee only about $241,774 at 4% or $161,182 at 6%; with 50% employer match about $161,182 at 4% or $107,455 at 6%; with 100% employer match about $120,887 at 4% or $80,591 at 6%. |
| 2014 | 1 | 37 | $3,211,315 | $267,203 | $7,222iApproximate average salary by contribution assumption: employee only about $180,543 at 4% or $120,362 at 6%; with 50% employer match about $120,362 at 4% or $80,241 at 6%; with 100% employer match about $90,271 at 4% or $60,181 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 37 | $3,211,315 | $267,203 | $7,222iApproximate average salary by contribution assumption: employee only about $180,543 at 4% or $120,362 at 6%; with 50% employer match about $120,362 at 4% or $80,241 at 6%; with 100% employer match about $90,271 at 4% or $60,181 at 6%. |
| 2013 | 1 | 44 | $3,168,845 | $238,702 | $5,425iApproximate average salary by contribution assumption: employee only about $135,626 at 4% or $90,417 at 6%; with 50% employer match about $90,417 at 4% or $60,278 at 6%; with 100% employer match about $67,813 at 4% or $45,209 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 44 | $3,168,845 | $238,702 | $5,425iApproximate average salary by contribution assumption: employee only about $135,626 at 4% or $90,417 at 6%; with 50% employer match about $90,417 at 4% or $60,278 at 6%; with 100% employer match about $67,813 at 4% or $45,209 at 6%. |
| 2012 | 1 | 43 | $2,637,003 | $227,966 | $5,302iApproximate average salary by contribution assumption: employee only about $132,538 at 4% or $88,359 at 6%; with 50% employer match about $88,359 at 4% or $58,906 at 6%; with 100% employer match about $66,269 at 4% or $44,179 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 43 | $2,637,003 | $227,966 | $5,302iApproximate average salary by contribution assumption: employee only about $132,538 at 4% or $88,359 at 6%; with 50% employer match about $88,359 at 4% or $58,906 at 6%; with 100% employer match about $66,269 at 4% or $44,179 at 6%. |
| 2011 | 1 | 47 | $2,425,061 | $234,703 | $4,994iApproximate average salary by contribution assumption: employee only about $124,842 at 4% or $83,228 at 6%; with 50% employer match about $83,228 at 4% or $55,485 at 6%; with 100% employer match about $62,421 at 4% or $41,614 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 47 | $2,425,061 | $234,703 | $4,994iApproximate average salary by contribution assumption: employee only about $124,842 at 4% or $83,228 at 6%; with 50% employer match about $83,228 at 4% or $55,485 at 6%; with 100% employer match about $62,421 at 4% or $41,614 at 6%. |
| 2010 | 1 | 46 | $2,319,929 | $291,982 | $6,347iApproximate average salary by contribution assumption: employee only about $158,686 at 4% or $105,791 at 6%; with 50% employer match about $105,791 at 4% or $70,527 at 6%; with 100% employer match about $79,343 at 4% or $52,895 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 46 | $2,319,929 | $291,982 | $6,347iApproximate average salary by contribution assumption: employee only about $158,686 at 4% or $105,791 at 6%; with 50% employer match about $105,791 at 4% or $70,527 at 6%; with 100% employer match about $79,343 at 4% or $52,895 at 6%. |
| 2009 | 1 | 46 | $1,805,990 | $248,352 | $5,399iApproximate average salary by contribution assumption: employee only about $134,974 at 4% or $89,983 at 6%; with 50% employer match about $89,983 at 4% or $59,988 at 6%; with 100% employer match about $67,487 at 4% or $44,991 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 46 | $1,805,990 | $248,352 | $5,399iApproximate average salary by contribution assumption: employee only about $134,974 at 4% or $89,983 at 6%; with 50% employer match about $89,983 at 4% or $59,988 at 6%; with 100% employer match about $67,487 at 4% or $44,991 at 6%. |
| 2008 | 1 | 51 | $0 | $0 | - |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 51 | - | - | - |
| 2007 | 1 | 49 | $0 | $0 | - |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 49 | - | - | - |
| 2006 | 1 | 40 | $1,583,236 | $193,123 | $4,828iApproximate average salary by contribution assumption: employee only about $120,702 at 4% or $80,468 at 6%; with 50% employer match about $80,468 at 4% or $53,645 at 6%; with 100% employer match about $60,351 at 4% or $40,234 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 40 | $1,583,236 | $193,123 | $4,828iApproximate average salary by contribution assumption: employee only about $120,702 at 4% or $80,468 at 6%; with 50% employer match about $80,468 at 4% or $53,645 at 6%; with 100% employer match about $60,351 at 4% or $40,234 at 6%. |
| 2005 | 1 | 46 | $1,309,512 | $160,516 | $3,489iApproximate average salary by contribution assumption: employee only about $87,237 at 4% or $58,158 at 6%; with 50% employer match about $58,158 at 4% or $38,772 at 6%; with 100% employer match about $43,618 at 4% or $29,079 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 46 | $1,309,512 | $160,516 | $3,489iApproximate average salary by contribution assumption: employee only about $87,237 at 4% or $58,158 at 6%; with 50% employer match about $58,158 at 4% or $38,772 at 6%; with 100% employer match about $43,618 at 4% or $29,079 at 6%. |
| 2004 | 1 | 42 | $1,172,569 | $184,634 | $4,396iApproximate average salary by contribution assumption: employee only about $109,901 at 4% or $73,267 at 6%; with 50% employer match about $73,267 at 4% or $48,845 at 6%; with 100% employer match about $54,951 at 4% or $36,634 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 42 | $1,172,569 | $184,634 | $4,396iApproximate average salary by contribution assumption: employee only about $109,901 at 4% or $73,267 at 6%; with 50% employer match about $73,267 at 4% or $48,845 at 6%; with 100% employer match about $54,951 at 4% or $36,634 at 6%. |
| 2003 | 1 | 36 | $911,835 | $145,219 | $4,034iApproximate average salary by contribution assumption: employee only about $100,847 at 4% or $67,231 at 6%; with 50% employer match about $67,231 at 4% or $44,821 at 6%; with 100% employer match about $50,423 at 4% or $33,616 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 36 | $911,835 | $145,219 | $4,034iApproximate average salary by contribution assumption: employee only about $100,847 at 4% or $67,231 at 6%; with 50% employer match about $67,231 at 4% or $44,821 at 6%; with 100% employer match about $50,423 at 4% or $33,616 at 6%. |
| 2002 | 1 | 35 | $612,439 | $150,279 | $4,294iApproximate average salary by contribution assumption: employee only about $107,342 at 4% or $71,561 at 6%; with 50% employer match about $71,561 at 4% or $47,708 at 6%; with 100% employer match about $53,671 at 4% or $35,781 at 6%. |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 35 | $612,439 | $150,279 | $4,294iApproximate average salary by contribution assumption: employee only about $107,342 at 4% or $71,561 at 6%; with 50% employer match about $71,561 at 4% or $47,708 at 6%; with 100% employer match about $53,671 at 4% or $35,781 at 6%. |
| 2001 | 1 | 39 | $0 | $0 | - |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 39 | - | - | - |
| 2000 | 1 | 32 | $0 | $0 | - |
| Milligan & Company LLC 401(K) Profit Sharing Plan | - | 32 | - | - | - |