Civic Intelligence

Miles Advisory Group Inc.

Plan context: Miles Advisory Group Inc. 401(K) Plan

EIN 27-3337926 • Roswell, GA • 16 filings • 3 plans

885 Woodstock Road, Suite 430-365Roswell, GA 30075-2274
Current Snapshot

Latest Year

2024

2024 Participants

143

2024 Assets

$5,897,658

2024 Contributions

$916,296

Historical Graphs

Total Assets Over Time

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

$5,897,658$2,948,829$0201020172024YearValue
$5,897,658Latest year 2024

Participants Over Time

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

143720201020172024YearValue
143Latest 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
20241143$5,897,658$916,296$6,408iApproximate average salary by contribution assumption: employee only about $160,192 at 4% or $106,794 at 6%; with 50% employer match about $106,794 at 4% or $71,196 at 6%; with 100% employer match about $80,096 at 4% or $53,397 at 6%.
Miles Advisory Group Inc. 401(K) Plan-143$5,897,658$916,296$6,408iApproximate average salary by contribution assumption: employee only about $160,192 at 4% or $106,794 at 6%; with 50% employer match about $106,794 at 4% or $71,196 at 6%; with 100% employer match about $80,096 at 4% or $53,397 at 6%.
20231100$3,364,231$927,493$9,275iApproximate average salary by contribution assumption: employee only about $231,873 at 4% or $154,582 at 6%; with 50% employer match about $154,582 at 4% or $103,055 at 6%; with 100% employer match about $115,937 at 4% or $77,291 at 6%.
Miles Advisory Group Inc. 401(K) Plan-100$3,364,231$927,493$9,275iApproximate average salary by contribution assumption: employee only about $231,873 at 4% or $154,582 at 6%; with 50% employer match about $154,582 at 4% or $103,055 at 6%; with 100% employer match about $115,937 at 4% or $77,291 at 6%.
2022198$2,493,173$879,344$8,973iApproximate average salary by contribution assumption: employee only about $224,322 at 4% or $149,548 at 6%; with 50% employer match about $149,548 at 4% or $99,699 at 6%; with 100% employer match about $112,161 at 4% or $74,774 at 6%.
Miles Advisory Group Inc. 401(K) Plan-98$2,493,173$879,344$8,973iApproximate average salary by contribution assumption: employee only about $224,322 at 4% or $149,548 at 6%; with 50% employer match about $149,548 at 4% or $99,699 at 6%; with 100% employer match about $112,161 at 4% or $74,774 at 6%.
2021188$2,492,219$638,547$7,256iApproximate average salary by contribution assumption: employee only about $181,405 at 4% or $120,937 at 6%; with 50% employer match about $120,937 at 4% or $80,625 at 6%; with 100% employer match about $90,703 at 4% or $60,468 at 6%.
Miles Advisory Group Inc. 401(K) Plan-88$2,492,219$638,547$7,256iApproximate average salary by contribution assumption: employee only about $181,405 at 4% or $120,937 at 6%; with 50% employer match about $120,937 at 4% or $80,625 at 6%; with 100% employer match about $90,703 at 4% or $60,468 at 6%.
2020170$1,956,727$596,453$8,521iApproximate average salary by contribution assumption: employee only about $213,019 at 4% or $142,013 at 6%; with 50% employer match about $142,013 at 4% or $94,675 at 6%; with 100% employer match about $106,509 at 4% or $71,006 at 6%.
Miles Advisory Group Inc. 401(K) Plan-70$1,956,727$596,453$8,521iApproximate average salary by contribution assumption: employee only about $213,019 at 4% or $142,013 at 6%; with 50% employer match about $142,013 at 4% or $94,675 at 6%; with 100% employer match about $106,509 at 4% or $71,006 at 6%.
2019156$1,123,776$414,720$7,406iApproximate average salary by contribution assumption: employee only about $185,143 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,571 at 4% or $61,714 at 6%.
Miles Advisory Group Inc. 401(K) Plan-56$1,123,776$414,720$7,406iApproximate average salary by contribution assumption: employee only about $185,143 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,571 at 4% or $61,714 at 6%.
2018148$623,043$269,576$5,616iApproximate average salary by contribution assumption: employee only about $140,404 at 4% or $93,603 at 6%; with 50% employer match about $93,603 at 4% or $62,402 at 6%; with 100% employer match about $70,202 at 4% or $46,801 at 6%.
Miles Advisory Group Inc. 401(K) Plan-48$623,043$269,576$5,616iApproximate average salary by contribution assumption: employee only about $140,404 at 4% or $93,603 at 6%; with 50% employer match about $93,603 at 4% or $62,402 at 6%; with 100% employer match about $70,202 at 4% or $46,801 at 6%.
2017154$515,227$219,032$4,056iApproximate average salary by contribution assumption: employee only about $101,404 at 4% or $67,602 at 6%; with 50% employer match about $67,602 at 4% or $45,068 at 6%; with 100% employer match about $50,702 at 4% or $33,801 at 6%.
Miles Advisory Group Inc. 401(K) Plan-54$515,227$219,032$4,056iApproximate average salary by contribution assumption: employee only about $101,404 at 4% or $67,602 at 6%; with 50% employer match about $67,602 at 4% or $45,068 at 6%; with 100% employer match about $50,702 at 4% or $33,801 at 6%.
2016132$249,211$143,826$4,495iApproximate average salary by contribution assumption: employee only about $112,364 at 4% or $74,909 at 6%; with 50% employer match about $74,909 at 4% or $49,940 at 6%; with 100% employer match about $56,182 at 4% or $37,455 at 6%.
Miles Advisory Group Inc. 401(K) Plan-32$249,211$143,826$4,495iApproximate average salary by contribution assumption: employee only about $112,364 at 4% or $74,909 at 6%; with 50% employer match about $74,909 at 4% or $49,940 at 6%; with 100% employer match about $56,182 at 4% or $37,455 at 6%.
2015224$94,229$96,010$4,000iApproximate average salary by contribution assumption: employee only about $100,010 at 4% or $66,674 at 6%; with 50% employer match about $66,674 at 4% or $44,449 at 6%; with 100% employer match about $50,005 at 4% or $33,337 at 6%.
Miles Advisory Group Inc. 401(K) Plan-24$94,229$96,010$4,000iApproximate average salary by contribution assumption: employee only about $100,010 at 4% or $66,674 at 6%; with 50% employer match about $66,674 at 4% or $44,449 at 6%; with 100% employer match about $50,005 at 4% or $33,337 at 6%.
MILES ADVISORY GROUP, INC. PROFIT SHARING PLAN-0---
201412$219,250$0-
MILES ADVISORY GROUP, INC. PROFIT SHARING PLAN-2$219,250--
201314$2,362,975$7,839$1,960iApproximate average salary by contribution assumption: employee only about $48,994 at 4% or $32,663 at 6%; with 50% employer match about $32,663 at 4% or $21,775 at 6%; with 100% employer match about $24,497 at 4% or $16,331 at 6%.
MILES ADVISORY GROUP, INC. PROFIT SHARING PLAN-4$2,362,975$7,839$1,960iApproximate average salary by contribution assumption: employee only about $48,994 at 4% or $32,663 at 6%; with 50% employer match about $32,663 at 4% or $21,775 at 6%; with 100% employer match about $24,497 at 4% or $16,331 at 6%.
201215$875,320$0-
MILES ADVISORY GROUP, INC. PROFIT SHARING PLAN-5$875,320--
201112$163,912$0-
MILES ADVISORY GROUP, INC. PROFIT SHARING PLAN-2$163,912--
201012$161,106$161,106$80,553iApproximate average salary by contribution assumption: employee only about $2,013,825 at 4% or $1,342,550 at 6%; with 50% employer match about $1,342,550 at 4% or $895,033 at 6%; with 100% employer match about $1,006,913 at 4% or $671,275 at 6%.
MILES ADVISORY GROUP, INC. PROFIT SHARING PLAN-2$161,106$161,106$80,553iApproximate average salary by contribution assumption: employee only about $2,013,825 at 4% or $1,342,550 at 6%; with 50% employer match about $1,342,550 at 4% or $895,033 at 6%; with 100% employer match about $1,006,913 at 4% or $671,275 at 6%.