Civic Intelligence

Therese J. Milad, Cfp

Plan context: Therese J. Milad, Cfp 401(K) Plan

EIN 26-4332280 • Murray, UT • 9 filings • 1 plans

118 W. Winchester St. Suite 101Murray, UT 84107
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$112,551

2017 Contributions

$194

Historical Graphs

Total Assets Over Time

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

$112,551$56,276$0200920132016YearValue
$112,551Latest year 2016

Participants Over Time

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

210200920132016YearValue
2Latest year 2016

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
201710$0$194-
Therese J. Milad, Cfp 401(K) Plan-0$0$194-
201612$112,551$24,728$12,364iApproximate average salary by contribution assumption: employee only about $309,100 at 4% or $206,067 at 6%; with 50% employer match about $206,067 at 4% or $137,378 at 6%; with 100% employer match about $154,550 at 4% or $103,033 at 6%.
Therese J. Milad, Cfp 401(K) Plan-2$112,551$24,728$12,364iApproximate average salary by contribution assumption: employee only about $309,100 at 4% or $206,067 at 6%; with 50% employer match about $206,067 at 4% or $137,378 at 6%; with 100% employer match about $154,550 at 4% or $103,033 at 6%.
201511$84,624$5,288$5,288iApproximate average salary by contribution assumption: employee only about $132,200 at 4% or $88,133 at 6%; with 50% employer match about $88,133 at 4% or $58,756 at 6%; with 100% employer match about $66,100 at 4% or $44,067 at 6%.
Therese J. Milad, Cfp 401(K) Plan-1$84,624$5,288$5,288iApproximate average salary by contribution assumption: employee only about $132,200 at 4% or $88,133 at 6%; with 50% employer match about $88,133 at 4% or $58,756 at 6%; with 100% employer match about $66,100 at 4% or $44,067 at 6%.
201412$80,367$4,540$2,270iApproximate average salary by contribution assumption: employee only about $56,750 at 4% or $37,833 at 6%; with 50% employer match about $37,833 at 4% or $25,222 at 6%; with 100% employer match about $28,375 at 4% or $18,917 at 6%.
Therese J. Milad, Cfp 401(K) Plan-2$80,367$4,540$2,270iApproximate average salary by contribution assumption: employee only about $56,750 at 4% or $37,833 at 6%; with 50% employer match about $37,833 at 4% or $25,222 at 6%; with 100% employer match about $28,375 at 4% or $18,917 at 6%.
201312$73,244$4,288$2,144iApproximate average salary by contribution assumption: employee only about $53,600 at 4% or $35,733 at 6%; with 50% employer match about $35,733 at 4% or $23,822 at 6%; with 100% employer match about $26,800 at 4% or $17,867 at 6%.
Therese J. Milad, Cfp 401(K) Plan-2$73,244$4,288$2,144iApproximate average salary by contribution assumption: employee only about $53,600 at 4% or $35,733 at 6%; with 50% employer match about $35,733 at 4% or $23,822 at 6%; with 100% employer match about $26,800 at 4% or $17,867 at 6%.
201212$59,900$4,760$2,380iApproximate average salary by contribution assumption: employee only about $59,500 at 4% or $39,667 at 6%; with 50% employer match about $39,667 at 4% or $26,444 at 6%; with 100% employer match about $29,750 at 4% or $19,833 at 6%.
Therese J. Milad, Cfp 401(K) Plan-2$59,900$4,760$2,380iApproximate average salary by contribution assumption: employee only about $59,500 at 4% or $39,667 at 6%; with 50% employer match about $39,667 at 4% or $26,444 at 6%; with 100% employer match about $29,750 at 4% or $19,833 at 6%.
201112$48,446$4,533$2,267iApproximate average salary by contribution assumption: employee only about $56,663 at 4% or $37,775 at 6%; with 50% employer match about $37,775 at 4% or $25,183 at 6%; with 100% employer match about $28,331 at 4% or $18,888 at 6%.
Therese J. Milad, Cfp 401(K) Plan-2$48,446$4,533$2,267iApproximate average salary by contribution assumption: employee only about $56,663 at 4% or $37,775 at 6%; with 50% employer match about $37,775 at 4% or $25,183 at 6%; with 100% employer match about $28,331 at 4% or $18,888 at 6%.
201012$46,682$38,045$19,023iApproximate average salary by contribution assumption: employee only about $475,563 at 4% or $317,042 at 6%; with 50% employer match about $317,042 at 4% or $211,361 at 6%; with 100% employer match about $237,781 at 4% or $158,521 at 6%.
Therese J. Milad, Cfp 401(K) Plan-2$46,682$38,045$19,023iApproximate average salary by contribution assumption: employee only about $475,563 at 4% or $317,042 at 6%; with 50% employer match about $317,042 at 4% or $211,361 at 6%; with 100% employer match about $237,781 at 4% or $158,521 at 6%.
200912$3,511$3,399$1,700iApproximate average salary by contribution assumption: employee only about $42,488 at 4% or $28,325 at 6%; with 50% employer match about $28,325 at 4% or $18,883 at 6%; with 100% employer match about $21,244 at 4% or $14,163 at 6%.
Therese J. Milad, Cfp 401(K) Plan-2$3,511$3,399$1,700iApproximate average salary by contribution assumption: employee only about $42,488 at 4% or $28,325 at 6%; with 50% employer match about $28,325 at 4% or $18,883 at 6%; with 100% employer match about $21,244 at 4% or $14,163 at 6%.