Civic Intelligence

Millennium Advisors LLC

Plan context: Millennium Advisors LLC 401K Plan

EIN 27-0221601 • Charlotte, NC • 15 filings • 2 plans

11605 N. Community House RoadSuite 550Charlotte, NC 28277
Current Snapshot

Latest Year

2024

2024 Participants

98

2024 Assets

$16,047,200

2024 Contributions

$2,464,510

Historical Graphs

Total Assets Over Time

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

$16,047,200$8,023,600$0201020172024YearValue
$16,047,200Latest year 2024

Participants Over Time

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

100500201020172024YearValue
98Latest 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
2024198$16,047,200$2,464,510$25,148iApproximate average salary by contribution assumption: employee only about $628,702 at 4% or $419,134 at 6%; with 50% employer match about $419,134 at 4% or $279,423 at 6%; with 100% employer match about $314,351 at 4% or $209,567 at 6%.
Millennium Advisors LLC 401K Plan-98$16,047,200$2,464,510$25,148iApproximate average salary by contribution assumption: employee only about $628,702 at 4% or $419,134 at 6%; with 50% employer match about $419,134 at 4% or $279,423 at 6%; with 100% employer match about $314,351 at 4% or $209,567 at 6%.
20231100$13,177,318$1,780,855$17,809iApproximate average salary by contribution assumption: employee only about $445,214 at 4% or $296,809 at 6%; with 50% employer match about $296,809 at 4% or $197,873 at 6%; with 100% employer match about $222,607 at 4% or $148,405 at 6%.
Millennium Advisors LLC 401K Plan-100$13,177,318$1,780,855$17,809iApproximate average salary by contribution assumption: employee only about $445,214 at 4% or $296,809 at 6%; with 50% employer match about $296,809 at 4% or $197,873 at 6%; with 100% employer match about $222,607 at 4% or $148,405 at 6%.
2022194$9,821,730$1,425,635$15,166iApproximate average salary by contribution assumption: employee only about $379,158 at 4% or $252,772 at 6%; with 50% employer match about $252,772 at 4% or $168,515 at 6%; with 100% employer match about $189,579 at 4% or $126,386 at 6%.
Millennium Advisors LLC 401K Plan-94$9,821,730$1,425,635$15,166iApproximate average salary by contribution assumption: employee only about $379,158 at 4% or $252,772 at 6%; with 50% employer match about $252,772 at 4% or $168,515 at 6%; with 100% employer match about $189,579 at 4% or $126,386 at 6%.
2021188$10,968,317$1,495,420$16,993iApproximate average salary by contribution assumption: employee only about $424,835 at 4% or $283,223 at 6%; with 50% employer match about $283,223 at 4% or $188,816 at 6%; with 100% employer match about $212,418 at 4% or $141,612 at 6%.
Millennium Advisors LLC 401K Plan-88$10,968,317$1,495,420$16,993iApproximate average salary by contribution assumption: employee only about $424,835 at 4% or $283,223 at 6%; with 50% employer match about $283,223 at 4% or $188,816 at 6%; with 100% employer match about $212,418 at 4% or $141,612 at 6%.
2020182$9,270,971$1,344,100$16,391iApproximate average salary by contribution assumption: employee only about $409,787 at 4% or $273,191 at 6%; with 50% employer match about $273,191 at 4% or $182,127 at 6%; with 100% employer match about $204,893 at 4% or $136,596 at 6%.
Millennium Advisors LLC 401K Plan-82$9,270,971$1,344,100$16,391iApproximate average salary by contribution assumption: employee only about $409,787 at 4% or $273,191 at 6%; with 50% employer match about $273,191 at 4% or $182,127 at 6%; with 100% employer match about $204,893 at 4% or $136,596 at 6%.
2019171$7,750,749$1,387,069$19,536iApproximate average salary by contribution assumption: employee only about $488,405 at 4% or $325,603 at 6%; with 50% employer match about $325,603 at 4% or $217,069 at 6%; with 100% employer match about $244,202 at 4% or $162,802 at 6%.
Millennium Advisors LLC 401K Plan-71$7,750,749$1,387,069$19,536iApproximate average salary by contribution assumption: employee only about $488,405 at 4% or $325,603 at 6%; with 50% employer match about $325,603 at 4% or $217,069 at 6%; with 100% employer match about $244,202 at 4% or $162,802 at 6%.
2018159$6,151,529$917,383$15,549iApproximate average salary by contribution assumption: employee only about $388,722 at 4% or $259,148 at 6%; with 50% employer match about $259,148 at 4% or $172,765 at 6%; with 100% employer match about $194,361 at 4% or $129,574 at 6%.
Millennium Advisors LLC 401K Plan-59$6,151,529$917,383$15,549iApproximate average salary by contribution assumption: employee only about $388,722 at 4% or $259,148 at 6%; with 50% employer match about $259,148 at 4% or $172,765 at 6%; with 100% employer match about $194,361 at 4% or $129,574 at 6%.
2017143$5,493,134$2,404,789$55,925iApproximate average salary by contribution assumption: employee only about $1,398,133 at 4% or $932,089 at 6%; with 50% employer match about $932,089 at 4% or $621,393 at 6%; with 100% employer match about $699,067 at 4% or $466,044 at 6%.
Millennium Advisors LLC 401K Plan-43$5,493,134$2,404,789$55,925iApproximate average salary by contribution assumption: employee only about $1,398,133 at 4% or $932,089 at 6%; with 50% employer match about $932,089 at 4% or $621,393 at 6%; with 100% employer match about $699,067 at 4% or $466,044 at 6%.
2016132$12,582,930$748,834$23,401iApproximate average salary by contribution assumption: employee only about $585,027 at 4% or $390,018 at 6%; with 50% employer match about $390,018 at 4% or $260,012 at 6%; with 100% employer match about $292,513 at 4% or $195,009 at 6%.
Millennium Advisors LLC 401K Plan-32$12,582,930$748,834$23,401iApproximate average salary by contribution assumption: employee only about $585,027 at 4% or $390,018 at 6%; with 50% employer match about $390,018 at 4% or $260,012 at 6%; with 100% employer match about $292,513 at 4% or $195,009 at 6%.
2015126$9,513,135$983,077$37,811iApproximate average salary by contribution assumption: employee only about $945,266 at 4% or $630,178 at 6%; with 50% employer match about $630,178 at 4% or $420,118 at 6%; with 100% employer match about $472,633 at 4% or $315,089 at 6%.
Millennium Advisors LLC 401K Plan-26$9,513,135$983,077$37,811iApproximate average salary by contribution assumption: employee only about $945,266 at 4% or $630,178 at 6%; with 50% employer match about $630,178 at 4% or $420,118 at 6%; with 100% employer match about $472,633 at 4% or $315,089 at 6%.
2014122$6,817,155$854,779$38,854iApproximate average salary by contribution assumption: employee only about $971,340 at 4% or $647,560 at 6%; with 50% employer match about $647,560 at 4% or $431,707 at 6%; with 100% employer match about $485,670 at 4% or $323,780 at 6%.
Millennium Advisors LLC 401K Plan-22$6,817,155$854,779$38,854iApproximate average salary by contribution assumption: employee only about $971,340 at 4% or $647,560 at 6%; with 50% employer match about $647,560 at 4% or $431,707 at 6%; with 100% employer match about $485,670 at 4% or $323,780 at 6%.
2013118$6,677,206$244,270$13,571iApproximate average salary by contribution assumption: employee only about $339,264 at 4% or $226,176 at 6%; with 50% employer match about $226,176 at 4% or $150,784 at 6%; with 100% employer match about $169,632 at 4% or $113,088 at 6%.
Millennium Advisors LLC 401K Plan-18$6,677,206$244,270$13,571iApproximate average salary by contribution assumption: employee only about $339,264 at 4% or $226,176 at 6%; with 50% employer match about $226,176 at 4% or $150,784 at 6%; with 100% employer match about $169,632 at 4% or $113,088 at 6%.
2012111$4,149,100$209,403$19,037iApproximate average salary by contribution assumption: employee only about $475,916 at 4% or $317,277 at 6%; with 50% employer match about $317,277 at 4% or $211,518 at 6%; with 100% employer match about $237,958 at 4% or $158,639 at 6%.
Millennium Advisors LLC 401K Plan-11$4,149,100$209,403$19,037iApproximate average salary by contribution assumption: employee only about $475,916 at 4% or $317,277 at 6%; with 50% employer match about $317,277 at 4% or $211,518 at 6%; with 100% employer match about $237,958 at 4% or $158,639 at 6%.
2011110$3,342,862$172,164$17,216iApproximate average salary by contribution assumption: employee only about $430,410 at 4% or $286,940 at 6%; with 50% employer match about $286,940 at 4% or $191,293 at 6%; with 100% employer match about $215,205 at 4% or $143,470 at 6%.
Millennium Advisors LLC 401K Plan-10$3,342,862$172,164$17,216iApproximate average salary by contribution assumption: employee only about $430,410 at 4% or $286,940 at 6%; with 50% employer match about $286,940 at 4% or $191,293 at 6%; with 100% employer match about $215,205 at 4% or $143,470 at 6%.
2010110$1,517,834$1,417,061$141,706iApproximate average salary by contribution assumption: employee only about $3,542,653 at 4% or $2,361,768 at 6%; with 50% employer match about $2,361,768 at 4% or $1,574,512 at 6%; with 100% employer match about $1,771,326 at 4% or $1,180,884 at 6%.
Millennium Advisors LLC 401K Plan-10$1,517,834$1,417,061$141,706iApproximate average salary by contribution assumption: employee only about $3,542,653 at 4% or $2,361,768 at 6%; with 50% employer match about $2,361,768 at 4% or $1,574,512 at 6%; with 100% employer match about $1,771,326 at 4% or $1,180,884 at 6%.