Civic Intelligence

Cassandra M. Milbury 1965 Trust

Plan context: Retirement Plan of Cassandra M Milbury 1965 Trust

EIN 25-6072938 • 20 filings • 3 plans

Current Snapshot

Latest Year

2018

2018 Participants

13

2018 Assets

$295,222

2018 Contributions

$5,850

Historical Graphs

Total Assets Over Time

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

$295,222$147,611$0199920092017YearValue
$295,222Latest year 2017

Participants Over Time

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

19100199920082017YearValue
13Latest year 2017

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
201810$0$5,850-
Retirement Plan of Cassandra M Milbury 1965 Trust---$5,850-
2017113$295,222$13,226$1,017iApproximate average salary by contribution assumption: employee only about $25,435 at 4% or $16,956 at 6%; with 50% employer match about $16,956 at 4% or $11,304 at 6%; with 100% employer match about $12,717 at 4% or $8,478 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-13$295,222$13,226$1,017iApproximate average salary by contribution assumption: employee only about $25,435 at 4% or $16,956 at 6%; with 50% employer match about $16,956 at 4% or $11,304 at 6%; with 100% employer match about $12,717 at 4% or $8,478 at 6%.
2016113$245,821$12,180$937iApproximate average salary by contribution assumption: employee only about $23,423 at 4% or $15,615 at 6%; with 50% employer match about $15,615 at 4% or $10,410 at 6%; with 100% employer match about $11,712 at 4% or $7,808 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-13$245,821$12,180$937iApproximate average salary by contribution assumption: employee only about $23,423 at 4% or $15,615 at 6%; with 50% employer match about $15,615 at 4% or $10,410 at 6%; with 100% employer match about $11,712 at 4% or $7,808 at 6%.
2015112$213,817$11,293$941iApproximate average salary by contribution assumption: employee only about $23,527 at 4% or $15,685 at 6%; with 50% employer match about $15,685 at 4% or $10,456 at 6%; with 100% employer match about $11,764 at 4% or $7,842 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-12$213,817$11,293$941iApproximate average salary by contribution assumption: employee only about $23,527 at 4% or $15,685 at 6%; with 50% employer match about $15,685 at 4% or $10,456 at 6%; with 100% employer match about $11,764 at 4% or $7,842 at 6%.
2014112$225,072$10,772$898iApproximate average salary by contribution assumption: employee only about $22,442 at 4% or $14,961 at 6%; with 50% employer match about $14,961 at 4% or $9,974 at 6%; with 100% employer match about $11,221 at 4% or $7,481 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-12$225,072$10,772$898iApproximate average salary by contribution assumption: employee only about $22,442 at 4% or $14,961 at 6%; with 50% employer match about $14,961 at 4% or $9,974 at 6%; with 100% employer match about $11,221 at 4% or $7,481 at 6%.
2013113$202,493$10,094$776iApproximate average salary by contribution assumption: employee only about $19,412 at 4% or $12,941 at 6%; with 50% employer match about $12,941 at 4% or $8,627 at 6%; with 100% employer match about $9,706 at 4% or $6,471 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-13$202,493$10,094$776iApproximate average salary by contribution assumption: employee only about $19,412 at 4% or $12,941 at 6%; with 50% employer match about $12,941 at 4% or $8,627 at 6%; with 100% employer match about $9,706 at 4% or $6,471 at 6%.
2012114$167,018$12,077$863iApproximate average salary by contribution assumption: employee only about $21,566 at 4% or $14,377 at 6%; with 50% employer match about $14,377 at 4% or $9,585 at 6%; with 100% employer match about $10,783 at 4% or $7,189 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-14$167,018$12,077$863iApproximate average salary by contribution assumption: employee only about $21,566 at 4% or $14,377 at 6%; with 50% employer match about $14,377 at 4% or $9,585 at 6%; with 100% employer match about $10,783 at 4% or $7,189 at 6%.
2011114$153,131$10,967$783iApproximate average salary by contribution assumption: employee only about $19,584 at 4% or $13,056 at 6%; with 50% employer match about $13,056 at 4% or $8,704 at 6%; with 100% employer match about $9,792 at 4% or $6,528 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-14$153,131$10,967$783iApproximate average salary by contribution assumption: employee only about $19,584 at 4% or $13,056 at 6%; with 50% employer match about $13,056 at 4% or $8,704 at 6%; with 100% employer match about $9,792 at 4% or $6,528 at 6%.
2010113$141,709$9,828$756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-13$141,709$9,828$756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%.
2009111$117,831$8,760$796iApproximate average salary by contribution assumption: employee only about $19,909 at 4% or $13,273 at 6%; with 50% employer match about $13,273 at 4% or $8,848 at 6%; with 100% employer match about $9,955 at 4% or $6,636 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-11$117,831$8,760$796iApproximate average salary by contribution assumption: employee only about $19,909 at 4% or $13,273 at 6%; with 50% employer match about $13,273 at 4% or $8,848 at 6%; with 100% employer match about $9,955 at 4% or $6,636 at 6%.
2008111$91,591$8,460$769iApproximate average salary by contribution assumption: employee only about $19,227 at 4% or $12,818 at 6%; with 50% employer match about $12,818 at 4% or $8,545 at 6%; with 100% employer match about $9,614 at 4% or $6,409 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-11$91,591$8,460$769iApproximate average salary by contribution assumption: employee only about $19,227 at 4% or $12,818 at 6%; with 50% employer match about $12,818 at 4% or $8,545 at 6%; with 100% employer match about $9,614 at 4% or $6,409 at 6%.
2007111$137,317$7,836$712iApproximate average salary by contribution assumption: employee only about $17,809 at 4% or $11,873 at 6%; with 50% employer match about $11,873 at 4% or $7,915 at 6%; with 100% employer match about $8,905 at 4% or $5,936 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-11$137,317$7,836$712iApproximate average salary by contribution assumption: employee only about $17,809 at 4% or $11,873 at 6%; with 50% employer match about $11,873 at 4% or $7,915 at 6%; with 100% employer match about $8,905 at 4% or $5,936 at 6%.
2006111$119,602$7,185$653iApproximate average salary by contribution assumption: employee only about $16,330 at 4% or $10,886 at 6%; with 50% employer match about $10,886 at 4% or $7,258 at 6%; with 100% employer match about $8,165 at 4% or $5,443 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-11$119,602$7,185$653iApproximate average salary by contribution assumption: employee only about $16,330 at 4% or $10,886 at 6%; with 50% employer match about $10,886 at 4% or $7,258 at 6%; with 100% employer match about $8,165 at 4% or $5,443 at 6%.
2005111$153,763$6,636$603iApproximate average salary by contribution assumption: employee only about $15,082 at 4% or $10,055 at 6%; with 50% employer match about $10,055 at 4% or $6,703 at 6%; with 100% employer match about $7,541 at 4% or $5,027 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-11$153,763$6,636$603iApproximate average salary by contribution assumption: employee only about $15,082 at 4% or $10,055 at 6%; with 50% employer match about $10,055 at 4% or $6,703 at 6%; with 100% employer match about $7,541 at 4% or $5,027 at 6%.
2004112$143,673$6,577$548iApproximate average salary by contribution assumption: employee only about $13,702 at 4% or $9,135 at 6%; with 50% employer match about $9,135 at 4% or $6,090 at 6%; with 100% employer match about $6,851 at 4% or $4,567 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-12$143,673$6,577$548iApproximate average salary by contribution assumption: employee only about $13,702 at 4% or $9,135 at 6%; with 50% employer match about $9,135 at 4% or $6,090 at 6%; with 100% employer match about $6,851 at 4% or $4,567 at 6%.
2003116$129,326$5,148$322iApproximate average salary by contribution assumption: employee only about $8,044 at 4% or $5,363 at 6%; with 50% employer match about $5,363 at 4% or $3,575 at 6%; with 100% employer match about $4,022 at 4% or $2,681 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-16$129,326$5,148$322iApproximate average salary by contribution assumption: employee only about $8,044 at 4% or $5,363 at 6%; with 50% employer match about $5,363 at 4% or $3,575 at 6%; with 100% employer match about $4,022 at 4% or $2,681 at 6%.
2002116$172,036$6,178$386iApproximate average salary by contribution assumption: employee only about $9,653 at 4% or $6,435 at 6%; with 50% employer match about $6,435 at 4% or $4,290 at 6%; with 100% employer match about $4,827 at 4% or $3,218 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-16$172,036$6,178$386iApproximate average salary by contribution assumption: employee only about $9,653 at 4% or $6,435 at 6%; with 50% employer match about $6,435 at 4% or $4,290 at 6%; with 100% employer match about $4,827 at 4% or $3,218 at 6%.
2001116$0$0-
Retirement Plan of Cassandra M Milbury 1965 Trust-16---
2000119$191,261$6,595$347iApproximate average salary by contribution assumption: employee only about $8,678 at 4% or $5,785 at 6%; with 50% employer match about $5,785 at 4% or $3,857 at 6%; with 100% employer match about $4,339 at 4% or $2,893 at 6%.
Retirement Plan of Cassandra M Milbury 1965 Trust-19$191,261$6,595$347iApproximate average salary by contribution assumption: employee only about $8,678 at 4% or $5,785 at 6%; with 50% employer match about $5,785 at 4% or $3,857 at 6%; with 100% employer match about $4,339 at 4% or $2,893 at 6%.
1999119$185,323$6,090$321iApproximate average salary by contribution assumption: employee only about $8,013 at 4% or $5,342 at 6%; with 50% employer match about $5,342 at 4% or $3,561 at 6%; with 100% employer match about $4,007 at 4% or $2,671 at 6%.
Retirement Plan of Cassandra M. Milbury 1965 Trust-19$185,323$6,090$321iApproximate average salary by contribution assumption: employee only about $8,013 at 4% or $5,342 at 6%; with 50% employer match about $5,342 at 4% or $3,561 at 6%; with 100% employer match about $4,007 at 4% or $2,671 at 6%.