Civic Intelligence

Frances a. Milano & Associates

Plan context: FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

EIN 31-1700007 • Beavercreek, OH • 20 filings • 2 plans

170 Southway DriveBeavercreek, OH 45440
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,684,561

2024 Contributions

$1,237,854

Historical Graphs

Total Assets Over Time

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

$3,684,561$1,842,281$0201520202024YearValue
$3,684,561Latest year 2024

Participants Over Time

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

420201520202024YearValue
3Latest 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
202423$3,684,561$1,237,854$412,618iApproximate average salary by contribution assumption: employee only about $10,315,450 at 4% or $6,876,967 at 6%; with 50% employer match about $6,876,967 at 4% or $4,584,644 at 6%; with 100% employer match about $5,157,725 at 4% or $3,438,483 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-3$2,303,297$1,130,699$376,900iApproximate average salary by contribution assumption: employee only about $9,422,492 at 4% or $6,281,661 at 6%; with 50% employer match about $6,281,661 at 4% or $4,187,774 at 6%; with 100% employer match about $4,711,246 at 4% or $3,140,831 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-2$1,381,264$107,155$53,578iApproximate average salary by contribution assumption: employee only about $1,339,438 at 4% or $892,958 at 6%; with 50% employer match about $892,958 at 4% or $595,306 at 6%; with 100% employer match about $669,719 at 4% or $446,479 at 6%.
202322$2,035,889$346,796$173,398iApproximate average salary by contribution assumption: employee only about $4,334,950 at 4% or $2,889,967 at 6%; with 50% employer match about $2,889,967 at 4% or $1,926,644 at 6%; with 100% employer match about $2,167,475 at 4% or $1,444,983 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-2$1,198,742$81,934$40,967iApproximate average salary by contribution assumption: employee only about $1,024,175 at 4% or $682,783 at 6%; with 50% employer match about $682,783 at 4% or $455,189 at 6%; with 100% employer match about $512,088 at 4% or $341,392 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-2$837,147$264,862$132,431iApproximate average salary by contribution assumption: employee only about $3,310,775 at 4% or $2,207,183 at 6%; with 50% employer match about $2,207,183 at 4% or $1,471,456 at 6%; with 100% employer match about $1,655,388 at 4% or $1,103,592 at 6%.
202222$1,615,368$226,957$113,479iApproximate average salary by contribution assumption: employee only about $2,836,963 at 4% or $1,891,308 at 6%; with 50% employer match about $1,891,308 at 4% or $1,260,872 at 6%; with 100% employer match about $1,418,481 at 4% or $945,654 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-2$1,043,083$137,340$68,670iApproximate average salary by contribution assumption: employee only about $1,716,750 at 4% or $1,144,500 at 6%; with 50% employer match about $1,144,500 at 4% or $763,000 at 6%; with 100% employer match about $858,375 at 4% or $572,250 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-2$572,285$89,617$44,809iApproximate average salary by contribution assumption: employee only about $1,120,213 at 4% or $746,808 at 6%; with 50% employer match about $746,808 at 4% or $497,872 at 6%; with 100% employer match about $560,106 at 4% or $373,404 at 6%.
202122$1,656,094$260,542$130,271iApproximate average salary by contribution assumption: employee only about $3,256,775 at 4% or $2,171,183 at 6%; with 50% employer match about $2,171,183 at 4% or $1,447,456 at 6%; with 100% employer match about $1,628,388 at 4% or $1,085,592 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-2$993,619$175,181$87,591iApproximate average salary by contribution assumption: employee only about $2,189,763 at 4% or $1,459,842 at 6%; with 50% employer match about $1,459,842 at 4% or $973,228 at 6%; with 100% employer match about $1,094,881 at 4% or $729,921 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-2$662,475$85,361$42,681iApproximate average salary by contribution assumption: employee only about $1,067,013 at 4% or $711,342 at 6%; with 50% employer match about $711,342 at 4% or $474,228 at 6%; with 100% employer match about $533,506 at 4% or $355,671 at 6%.
202022$1,221,725$211,021$105,511iApproximate average salary by contribution assumption: employee only about $2,637,763 at 4% or $1,758,508 at 6%; with 50% employer match about $1,758,508 at 4% or $1,172,339 at 6%; with 100% employer match about $1,318,881 at 4% or $879,254 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-2$752,156$132,325$66,163iApproximate average salary by contribution assumption: employee only about $1,654,063 at 4% or $1,102,708 at 6%; with 50% employer match about $1,102,708 at 4% or $735,139 at 6%; with 100% employer match about $827,031 at 4% or $551,354 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-2$469,569$78,696$39,348iApproximate average salary by contribution assumption: employee only about $983,700 at 4% or $655,800 at 6%; with 50% employer match about $655,800 at 4% or $437,200 at 6%; with 100% employer match about $491,850 at 4% or $327,900 at 6%.
201922$854,969$209,526$104,763iApproximate average salary by contribution assumption: employee only about $2,619,075 at 4% or $1,746,050 at 6%; with 50% employer match about $1,746,050 at 4% or $1,164,033 at 6%; with 100% employer match about $1,309,538 at 4% or $873,025 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-2$560,027$137,494$68,747iApproximate average salary by contribution assumption: employee only about $1,718,675 at 4% or $1,145,783 at 6%; with 50% employer match about $1,145,783 at 4% or $763,856 at 6%; with 100% employer match about $859,338 at 4% or $572,892 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-2$294,942$72,032$36,016iApproximate average salary by contribution assumption: employee only about $900,400 at 4% or $600,267 at 6%; with 50% employer match about $600,267 at 4% or $400,178 at 6%; with 100% employer match about $450,200 at 4% or $300,133 at 6%.
201824$589,019$177,901$44,475iApproximate average salary by contribution assumption: employee only about $1,111,881 at 4% or $741,254 at 6%; with 50% employer match about $741,254 at 4% or $494,169 at 6%; with 100% employer match about $555,941 at 4% or $370,627 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-2$365,276$112,716$56,358iApproximate average salary by contribution assumption: employee only about $1,408,950 at 4% or $939,300 at 6%; with 50% employer match about $939,300 at 4% or $626,200 at 6%; with 100% employer match about $704,475 at 4% or $469,650 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-4$223,743$65,185$16,296iApproximate average salary by contribution assumption: employee only about $407,406 at 4% or $271,604 at 6%; with 50% employer match about $271,604 at 4% or $181,069 at 6%; with 100% employer match about $203,703 at 4% or $135,802 at 6%.
201724$426,219$157,763$39,441iApproximate average salary by contribution assumption: employee only about $986,019 at 4% or $657,346 at 6%; with 50% employer match about $657,346 at 4% or $438,231 at 6%; with 100% employer match about $493,009 at 4% or $328,673 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-1$265,490$92,546$92,546iApproximate average salary by contribution assumption: employee only about $2,313,650 at 4% or $1,542,433 at 6%; with 50% employer match about $1,542,433 at 4% or $1,028,289 at 6%; with 100% employer match about $1,156,825 at 4% or $771,217 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-4$160,729$65,217$16,304iApproximate average salary by contribution assumption: employee only about $407,606 at 4% or $271,738 at 6%; with 50% employer match about $271,738 at 4% or $181,158 at 6%; with 100% employer match about $203,803 at 4% or $135,869 at 6%.
201623$242,389$107,430$35,810iApproximate average salary by contribution assumption: employee only about $895,250 at 4% or $596,833 at 6%; with 50% employer match about $596,833 at 4% or $397,889 at 6%; with 100% employer match about $447,625 at 4% or $298,417 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-2$160,743$67,878$33,939iApproximate average salary by contribution assumption: employee only about $848,475 at 4% or $565,650 at 6%; with 50% employer match about $565,650 at 4% or $377,100 at 6%; with 100% employer match about $424,238 at 4% or $282,825 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-3$81,646$39,552$13,184iApproximate average salary by contribution assumption: employee only about $329,600 at 4% or $219,733 at 6%; with 50% employer match about $219,733 at 4% or $146,489 at 6%; with 100% employer match about $164,800 at 4% or $109,867 at 6%.
201523$132,692$132,692$44,231iApproximate average salary by contribution assumption: employee only about $1,105,767 at 4% or $737,178 at 6%; with 50% employer match about $737,178 at 4% or $491,452 at 6%; with 100% employer match about $552,883 at 4% or $368,589 at 6%.
Frances a. Milano & Associates Cash Balance Pension Plan and Trust-3$91,761$91,761$30,587iApproximate average salary by contribution assumption: employee only about $764,675 at 4% or $509,783 at 6%; with 50% employer match about $509,783 at 4% or $339,856 at 6%; with 100% employer match about $382,338 at 4% or $254,892 at 6%.
FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST-3$40,931$40,931$13,644iApproximate average salary by contribution assumption: employee only about $341,092 at 4% or $227,394 at 6%; with 50% employer match about $227,394 at 4% or $151,596 at 6%; with 100% employer match about $170,546 at 4% or $113,697 at 6%.