Miller-Lewis Benefit Consultants
Plan context: Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust
EIN 31-1281271 • Lancaster, OH • 51 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$4,670,908
2024 Contributions
$79,626
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $4,670,908 | $79,626 | $39,813iApproximate average salary by contribution assumption: employee only about $995,325 at 4% or $663,550 at 6%; with 50% employer match about $663,550 at 4% or $442,367 at 6%; with 100% employer match about $497,663 at 4% or $331,775 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 2 | $4,670,908 | $79,626 | $39,813iApproximate average salary by contribution assumption: employee only about $995,325 at 4% or $663,550 at 6%; with 50% employer match about $663,550 at 4% or $442,367 at 6%; with 100% employer match about $497,663 at 4% or $331,775 at 6%. |
| 2023 | 1 | 2 | $2,025,732 | $19,028 | $9,514iApproximate average salary by contribution assumption: employee only about $237,850 at 4% or $158,567 at 6%; with 50% employer match about $158,567 at 4% or $105,711 at 6%; with 100% employer match about $118,925 at 4% or $79,283 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 2 | $2,025,732 | $19,028 | $9,514iApproximate average salary by contribution assumption: employee only about $237,850 at 4% or $158,567 at 6%; with 50% employer match about $158,567 at 4% or $105,711 at 6%; with 100% employer match about $118,925 at 4% or $79,283 at 6%. |
| 2022 | 2 | 6 | $5,648,347 | $129,054 | $21,509iApproximate average salary by contribution assumption: employee only about $537,725 at 4% or $358,483 at 6%; with 50% employer match about $358,483 at 4% or $238,989 at 6%; with 100% employer match about $268,863 at 4% or $179,242 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $3,788,809 | $102,912 | $17,152iApproximate average salary by contribution assumption: employee only about $428,800 at 4% or $285,867 at 6%; with 50% employer match about $285,867 at 4% or $190,578 at 6%; with 100% employer match about $214,400 at 4% or $142,933 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 4 | $1,859,538 | $26,142 | $6,536iApproximate average salary by contribution assumption: employee only about $163,388 at 4% or $108,925 at 6%; with 50% employer match about $108,925 at 4% or $72,617 at 6%; with 100% employer match about $81,694 at 4% or $54,463 at 6%. |
| 2021 | 2 | 5 | $6,799,127 | $582,762 | $116,552iApproximate average salary by contribution assumption: employee only about $2,913,810 at 4% or $1,942,540 at 6%; with 50% employer match about $1,942,540 at 4% or $1,295,027 at 6%; with 100% employer match about $1,456,905 at 4% or $971,270 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 2 | $4,670,908 | $79,762 | $39,881iApproximate average salary by contribution assumption: employee only about $997,025 at 4% or $664,683 at 6%; with 50% employer match about $664,683 at 4% or $443,122 at 6%; with 100% employer match about $498,513 at 4% or $332,342 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 5 | $2,128,219 | $503,000 | $100,600iApproximate average salary by contribution assumption: employee only about $2,515,000 at 4% or $1,676,667 at 6%; with 50% employer match about $1,676,667 at 4% or $1,117,778 at 6%; with 100% employer match about $1,257,500 at 4% or $838,333 at 6%. |
| 2020 | 2 | 6 | $5,807,257 | $69,851 | $11,642iApproximate average salary by contribution assumption: employee only about $291,046 at 4% or $194,031 at 6%; with 50% employer match about $194,031 at 4% or $129,354 at 6%; with 100% employer match about $145,523 at 4% or $97,015 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 3 | $4,318,602 | $69,851 | $23,284iApproximate average salary by contribution assumption: employee only about $582,092 at 4% or $388,061 at 6%; with 50% employer match about $388,061 at 4% or $258,707 at 6%; with 100% employer match about $291,046 at 4% or $194,031 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 6 | $1,488,655 | $0 | - |
| 2019 | 2 | 7 | $5,114,849 | $215,512 | $30,787iApproximate average salary by contribution assumption: employee only about $769,686 at 4% or $513,124 at 6%; with 50% employer match about $513,124 at 4% or $342,083 at 6%; with 100% employer match about $384,843 at 4% or $256,562 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $3,796,584 | $115,512 | $19,252iApproximate average salary by contribution assumption: employee only about $481,300 at 4% or $320,867 at 6%; with 50% employer match about $320,867 at 4% or $213,911 at 6%; with 100% employer match about $240,650 at 4% or $160,433 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 7 | $1,318,265 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2018 | 2 | 6 | $4,761,826 | $246,537 | $41,090iApproximate average salary by contribution assumption: employee only about $1,027,238 at 4% or $684,825 at 6%; with 50% employer match about $684,825 at 4% or $456,550 at 6%; with 100% employer match about $513,619 at 4% or $342,413 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $3,690,992 | $110,321 | $18,387iApproximate average salary by contribution assumption: employee only about $459,671 at 4% or $306,447 at 6%; with 50% employer match about $306,447 at 4% or $204,298 at 6%; with 100% employer match about $229,835 at 4% or $153,224 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 6 | $1,070,834 | $136,216 | $22,703iApproximate average salary by contribution assumption: employee only about $567,567 at 4% or $378,378 at 6%; with 50% employer match about $378,378 at 4% or $252,252 at 6%; with 100% employer match about $283,783 at 4% or $189,189 at 6%. |
| 2017 | 3 | 6 | $4,808,652 | $266,585 | $44,431iApproximate average salary by contribution assumption: employee only about $1,110,771 at 4% or $740,514 at 6%; with 50% employer match about $740,514 at 4% or $493,676 at 6%; with 100% employer match about $555,385 at 4% or $370,257 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $3,788,809 | $102,912 | $17,152iApproximate average salary by contribution assumption: employee only about $428,800 at 4% or $285,867 at 6%; with 50% employer match about $285,867 at 4% or $190,578 at 6%; with 100% employer match about $214,400 at 4% or $142,933 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 6 | $1,019,843 | $163,673 | $27,279iApproximate average salary by contribution assumption: employee only about $681,971 at 4% or $454,647 at 6%; with 50% employer match about $454,647 at 4% or $303,098 at 6%; with 100% employer match about $340,985 at 4% or $227,324 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 0 | - | - | - |
| 2016 | 3 | 6 | $4,114,981 | $230,347 | $38,391iApproximate average salary by contribution assumption: employee only about $959,779 at 4% or $639,853 at 6%; with 50% employer match about $639,853 at 4% or $426,569 at 6%; with 100% employer match about $479,890 at 4% or $319,926 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 5 | $3,348,032 | $103,347 | $20,669iApproximate average salary by contribution assumption: employee only about $516,735 at 4% or $344,490 at 6%; with 50% employer match about $344,490 at 4% or $229,660 at 6%; with 100% employer match about $258,368 at 4% or $172,245 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 6 | $766,949 | $127,000 | $21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 2 | - | - | - |
| 2015 | 3 | 5 | $4,298,686 | $222,333 | $44,467iApproximate average salary by contribution assumption: employee only about $1,111,665 at 4% or $741,110 at 6%; with 50% employer match about $741,110 at 4% or $494,073 at 6%; with 100% employer match about $555,833 at 4% or $370,555 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 5 | $3,673,771 | $94,681 | $18,936iApproximate average salary by contribution assumption: employee only about $473,405 at 4% or $315,603 at 6%; with 50% employer match about $315,603 at 4% or $210,402 at 6%; with 100% employer match about $236,703 at 4% or $157,802 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 5 | $624,915 | $127,652 | $25,530iApproximate average salary by contribution assumption: employee only about $638,260 at 4% or $425,507 at 6%; with 50% employer match about $425,507 at 4% or $283,671 at 6%; with 100% employer match about $319,130 at 4% or $212,753 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 1 | - | - | - |
| 2014 | 3 | 7 | $4,037,732 | $227,752 | $32,536iApproximate average salary by contribution assumption: employee only about $813,400 at 4% or $542,267 at 6%; with 50% employer match about $542,267 at 4% or $361,511 at 6%; with 100% employer match about $406,700 at 4% or $271,133 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 5 | $3,516,913 | $93,370 | $18,674iApproximate average salary by contribution assumption: employee only about $466,850 at 4% or $311,233 at 6%; with 50% employer match about $311,233 at 4% or $207,489 at 6%; with 100% employer match about $233,425 at 4% or $155,617 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 7 | $520,819 | $134,382 | $19,197iApproximate average salary by contribution assumption: employee only about $479,936 at 4% or $319,957 at 6%; with 50% employer match about $319,957 at 4% or $213,305 at 6%; with 100% employer match about $239,968 at 4% or $159,979 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 2 | - | - | - |
| 2013 | 3 | 6 | $3,725,630 | $225,055 | $37,509iApproximate average salary by contribution assumption: employee only about $937,729 at 4% or $625,153 at 6%; with 50% employer match about $625,153 at 4% or $416,769 at 6%; with 100% employer match about $468,865 at 4% or $312,576 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $3,352,024 | $105,055 | $17,509iApproximate average salary by contribution assumption: employee only about $437,729 at 4% or $291,819 at 6%; with 50% employer match about $291,819 at 4% or $194,546 at 6%; with 100% employer match about $218,865 at 4% or $145,910 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 6 | $373,606 | $120,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 3 | - | - | - |
| 2012 | 3 | 9 | $3,130,892 | $175,417 | $19,491iApproximate average salary by contribution assumption: employee only about $487,269 at 4% or $324,846 at 6%; with 50% employer match about $324,846 at 4% or $216,564 at 6%; with 100% employer match about $243,635 at 4% or $162,423 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 7 | $2,877,256 | $74,417 | $10,631iApproximate average salary by contribution assumption: employee only about $265,775 at 4% or $177,183 at 6%; with 50% employer match about $177,183 at 4% or $118,122 at 6%; with 100% employer match about $132,888 at 4% or $88,592 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 9 | $253,636 | $101,000 | $11,222iApproximate average salary by contribution assumption: employee only about $280,556 at 4% or $187,037 at 6%; with 50% employer match about $187,037 at 4% or $124,691 at 6%; with 100% employer match about $140,278 at 4% or $93,519 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 2 | - | - | - |
| 2011 | 3 | 9 | $2,537,152 | $239,227 | $26,581iApproximate average salary by contribution assumption: employee only about $664,519 at 4% or $443,013 at 6%; with 50% employer match about $443,013 at 4% or $295,342 at 6%; with 100% employer match about $332,260 at 4% or $221,506 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 9 | $2,395,152 | $97,227 | $10,803iApproximate average salary by contribution assumption: employee only about $270,075 at 4% or $180,050 at 6%; with 50% employer match about $180,050 at 4% or $120,033 at 6%; with 100% employer match about $135,038 at 4% or $90,025 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. CASH BALANCE PLAN | - | 9 | $142,000 | $142,000 | $15,778iApproximate average salary by contribution assumption: employee only about $394,444 at 4% or $262,963 at 6%; with 50% employer match about $262,963 at 4% or $175,309 at 6%; with 100% employer match about $197,222 at 4% or $131,481 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 4 | - | - | - |
| 2010 | 2 | 8 | $2,176,862 | $103,864 | $12,983iApproximate average salary by contribution assumption: employee only about $324,575 at 4% or $216,383 at 6%; with 50% employer match about $216,383 at 4% or $144,256 at 6%; with 100% employer match about $162,288 at 4% or $108,192 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 8 | $2,176,862 | $103,864 | $12,983iApproximate average salary by contribution assumption: employee only about $324,575 at 4% or $216,383 at 6%; with 50% employer match about $216,383 at 4% or $144,256 at 6%; with 100% employer match about $162,288 at 4% or $108,192 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 5 | - | - | - |
| 2009 | 2 | 7 | $2,022,380 | $97,232 | $13,890iApproximate average salary by contribution assumption: employee only about $347,257 at 4% or $231,505 at 6%; with 50% employer match about $231,505 at 4% or $154,337 at 6%; with 100% employer match about $173,629 at 4% or $115,752 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 7 | $2,022,380 | $97,232 | $13,890iApproximate average salary by contribution assumption: employee only about $347,257 at 4% or $231,505 at 6%; with 50% employer match about $231,505 at 4% or $154,337 at 6%; with 100% employer match about $173,629 at 4% or $115,752 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 4 | - | - | - |
| 2008 | 2 | 7 | $1,862,555 | $95,009 | $13,573iApproximate average salary by contribution assumption: employee only about $339,318 at 4% or $226,212 at 6%; with 50% employer match about $226,212 at 4% or $150,808 at 6%; with 100% employer match about $169,659 at 4% or $113,106 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 7 | $1,862,555 | $95,009 | $13,573iApproximate average salary by contribution assumption: employee only about $339,318 at 4% or $226,212 at 6%; with 50% employer match about $226,212 at 4% or $150,808 at 6%; with 100% employer match about $169,659 at 4% or $113,106 at 6%. |
| Miller-Lewis Benefit Consultants Flexible Spending Plan | - | 4 | - | - | - |
| 2007 | 1 | 7 | $2,048,092 | $90,806 | $12,972iApproximate average salary by contribution assumption: employee only about $324,307 at 4% or $216,205 at 6%; with 50% employer match about $216,205 at 4% or $144,137 at 6%; with 100% employer match about $162,154 at 4% or $108,102 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 7 | $2,048,092 | $90,806 | $12,972iApproximate average salary by contribution assumption: employee only about $324,307 at 4% or $216,205 at 6%; with 50% employer match about $216,205 at 4% or $144,137 at 6%; with 100% employer match about $162,154 at 4% or $108,102 at 6%. |
| 2006 | 1 | 6 | $1,733,683 | $79,076 | $13,179iApproximate average salary by contribution assumption: employee only about $329,483 at 4% or $219,656 at 6%; with 50% employer match about $219,656 at 4% or $146,437 at 6%; with 100% employer match about $164,742 at 4% or $109,828 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $1,733,683 | $79,076 | $13,179iApproximate average salary by contribution assumption: employee only about $329,483 at 4% or $219,656 at 6%; with 50% employer match about $219,656 at 4% or $146,437 at 6%; with 100% employer match about $164,742 at 4% or $109,828 at 6%. |
| 2005 | 1 | 6 | $1,574,836 | $79,689 | $13,282iApproximate average salary by contribution assumption: employee only about $332,038 at 4% or $221,358 at 6%; with 50% employer match about $221,358 at 4% or $147,572 at 6%; with 100% employer match about $166,019 at 4% or $110,679 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $1,574,836 | $79,689 | $13,282iApproximate average salary by contribution assumption: employee only about $332,038 at 4% or $221,358 at 6%; with 50% employer match about $221,358 at 4% or $147,572 at 6%; with 100% employer match about $166,019 at 4% or $110,679 at 6%. |
| 2004 | 1 | 7 | $1,223,727 | $82,277 | $11,754iApproximate average salary by contribution assumption: employee only about $293,846 at 4% or $195,898 at 6%; with 50% employer match about $195,898 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,949 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 7 | $1,223,727 | $82,277 | $11,754iApproximate average salary by contribution assumption: employee only about $293,846 at 4% or $195,898 at 6%; with 50% employer match about $195,898 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,949 at 6%. |
| 2003 | 2 | 6 | $1,090,481 | $73,656 | $12,276iApproximate average salary by contribution assumption: employee only about $306,900 at 4% or $204,600 at 6%; with 50% employer match about $204,600 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $1,090,481 | $73,656 | $12,276iApproximate average salary by contribution assumption: employee only about $306,900 at 4% or $204,600 at 6%; with 50% employer match about $204,600 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. EMPLOYEE MONEY PURCHASE PENSION PLAN & TRUST | - | 0 | - | - | - |
| 2002 | 2 | 6 | $883,273 | $74,091 | $12,349iApproximate average salary by contribution assumption: employee only about $308,713 at 4% or $205,808 at 6%; with 50% employer match about $205,808 at 4% or $137,206 at 6%; with 100% employer match about $154,356 at 4% or $102,904 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $462,838 | $44,455 | $7,409iApproximate average salary by contribution assumption: employee only about $185,229 at 4% or $123,486 at 6%; with 50% employer match about $123,486 at 4% or $82,324 at 6%; with 100% employer match about $92,615 at 4% or $61,743 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. EMPLOYEE MONEY PURCHASE PENSION PLAN & TRUST | - | 6 | $420,435 | $29,636 | $4,939iApproximate average salary by contribution assumption: employee only about $123,483 at 4% or $82,322 at 6%; with 50% employer match about $82,322 at 4% or $54,881 at 6%; with 100% employer match about $61,742 at 4% or $41,161 at 6%. |
| 2001 | 2 | 6 | $794,897 | $47,566 | $7,928iApproximate average salary by contribution assumption: employee only about $198,192 at 4% or $132,128 at 6%; with 50% employer match about $132,128 at 4% or $88,085 at 6%; with 100% employer match about $99,096 at 4% or $66,064 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $459,697 | $23,783 | $3,964iApproximate average salary by contribution assumption: employee only about $99,096 at 4% or $66,064 at 6%; with 50% employer match about $66,064 at 4% or $44,043 at 6%; with 100% employer match about $49,548 at 4% or $33,032 at 6%. |
| MILLER-LEWIS INSURANCE AGENCY, INC. EMPLOYEE MONEY PURCHASE PENSION PLAN & T | - | 6 | $335,200 | $23,783 | $3,964iApproximate average salary by contribution assumption: employee only about $99,096 at 4% or $66,064 at 6%; with 50% employer match about $66,064 at 4% or $44,043 at 6%; with 100% employer match about $49,548 at 4% or $33,032 at 6%. |
| 2000 | 2 | 6 | $496,559 | $20,785 | $3,464iApproximate average salary by contribution assumption: employee only about $86,604 at 4% or $57,736 at 6%; with 50% employer match about $57,736 at 4% or $38,491 at 6%; with 100% employer match about $43,302 at 4% or $28,868 at 6%. |
| Miller-Lewis Insurance Agency Inc. Employees Profit Sharing and Trust | - | 6 | $496,559 | $20,785 | $3,464iApproximate average salary by contribution assumption: employee only about $86,604 at 4% or $57,736 at 6%; with 50% employer match about $57,736 at 4% or $38,491 at 6%; with 100% employer match about $43,302 at 4% or $28,868 at 6%. |
| MILLER LEWIS INSURANCE AGENCY, INC. EMPLOYEE MONEY PURCHASE PENSION PLAN & TRUST | - | 6 | - | - | - |