Civic Intelligence

Milton Financial Inc.

Plan context: Milton Financial Inc. 401(K) Profit Sharing Plan

EIN 33-0435983 • Temecula, CA • 11 filings • 3 plans

28475 Old Town Front StreetSuite #DTemecula, CA 92590
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$1,086,560

2023 Contributions

$117,022

Historical Graphs

Total Assets Over Time

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

$1,086,560$543,280$0200620122023YearValue
$1,086,560Latest year 2023

Participants Over Time

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

530200620112023YearValue
5Latest year 2023

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
202315$1,086,560$117,022$23,404iApproximate average salary by contribution assumption: employee only about $585,110 at 4% or $390,073 at 6%; with 50% employer match about $390,073 at 4% or $260,049 at 6%; with 100% employer match about $292,555 at 4% or $195,037 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-5$1,086,560$117,022$23,404iApproximate average salary by contribution assumption: employee only about $585,110 at 4% or $390,073 at 6%; with 50% employer match about $390,073 at 4% or $260,049 at 6%; with 100% employer match about $292,555 at 4% or $195,037 at 6%.
201513$517,499$71,110$23,703iApproximate average salary by contribution assumption: employee only about $592,583 at 4% or $395,056 at 6%; with 50% employer match about $395,056 at 4% or $263,370 at 6%; with 100% employer match about $296,292 at 4% or $197,528 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-3$517,499$71,110$23,703iApproximate average salary by contribution assumption: employee only about $592,583 at 4% or $395,056 at 6%; with 50% employer match about $395,056 at 4% or $263,370 at 6%; with 100% employer match about $296,292 at 4% or $197,528 at 6%.
201413$446,543$64,218$21,406iApproximate average salary by contribution assumption: employee only about $535,150 at 4% or $356,767 at 6%; with 50% employer match about $356,767 at 4% or $237,844 at 6%; with 100% employer match about $267,575 at 4% or $178,383 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-3$446,543$64,218$21,406iApproximate average salary by contribution assumption: employee only about $535,150 at 4% or $356,767 at 6%; with 50% employer match about $356,767 at 4% or $237,844 at 6%; with 100% employer match about $267,575 at 4% or $178,383 at 6%.
201313$371,139$24,147$8,049iApproximate average salary by contribution assumption: employee only about $201,225 at 4% or $134,150 at 6%; with 50% employer match about $134,150 at 4% or $89,433 at 6%; with 100% employer match about $100,613 at 4% or $67,075 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-3$371,139$24,147$8,049iApproximate average salary by contribution assumption: employee only about $201,225 at 4% or $134,150 at 6%; with 50% employer match about $134,150 at 4% or $89,433 at 6%; with 100% employer match about $100,613 at 4% or $67,075 at 6%.
201213$300,687$64,017$21,339iApproximate average salary by contribution assumption: employee only about $533,475 at 4% or $355,650 at 6%; with 50% employer match about $355,650 at 4% or $237,100 at 6%; with 100% employer match about $266,738 at 4% or $177,825 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-3$300,687$64,017$21,339iApproximate average salary by contribution assumption: employee only about $533,475 at 4% or $355,650 at 6%; with 50% employer match about $355,650 at 4% or $237,100 at 6%; with 100% employer match about $266,738 at 4% or $177,825 at 6%.
201113$200,144$28,094$9,365iApproximate average salary by contribution assumption: employee only about $234,117 at 4% or $156,078 at 6%; with 50% employer match about $156,078 at 4% or $104,052 at 6%; with 100% employer match about $117,058 at 4% or $78,039 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-3$200,144$28,094$9,365iApproximate average salary by contribution assumption: employee only about $234,117 at 4% or $156,078 at 6%; with 50% employer match about $156,078 at 4% or $104,052 at 6%; with 100% employer match about $117,058 at 4% or $78,039 at 6%.
201013$196,644$53,632$17,877iApproximate average salary by contribution assumption: employee only about $446,933 at 4% or $297,956 at 6%; with 50% employer match about $297,956 at 4% or $198,637 at 6%; with 100% employer match about $223,467 at 4% or $148,978 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-3$196,644$53,632$17,877iApproximate average salary by contribution assumption: employee only about $446,933 at 4% or $297,956 at 6%; with 50% employer match about $297,956 at 4% or $198,637 at 6%; with 100% employer match about $223,467 at 4% or $148,978 at 6%.
200914$137,231$3,561$890iApproximate average salary by contribution assumption: employee only about $22,256 at 4% or $14,838 at 6%; with 50% employer match about $14,838 at 4% or $9,892 at 6%; with 100% employer match about $11,128 at 4% or $7,419 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-4$137,231$3,561$890iApproximate average salary by contribution assumption: employee only about $22,256 at 4% or $14,838 at 6%; with 50% employer match about $14,838 at 4% or $9,892 at 6%; with 100% employer match about $11,128 at 4% or $7,419 at 6%.
200813$0$0-
Milton Financial Inc. 401(K) Profit Sharing Plan-3---
200713$100,183$53,190$17,730iApproximate average salary by contribution assumption: employee only about $443,250 at 4% or $295,500 at 6%; with 50% employer match about $295,500 at 4% or $197,000 at 6%; with 100% employer match about $221,625 at 4% or $147,750 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-3$100,183$53,190$17,730iApproximate average salary by contribution assumption: employee only about $443,250 at 4% or $295,500 at 6%; with 50% employer match about $295,500 at 4% or $197,000 at 6%; with 100% employer match about $221,625 at 4% or $147,750 at 6%.
200612$44,625$44,625$22,313iApproximate average salary by contribution assumption: employee only about $557,813 at 4% or $371,875 at 6%; with 50% employer match about $371,875 at 4% or $247,917 at 6%; with 100% employer match about $278,906 at 4% or $185,938 at 6%.
Milton Financial Inc. 401(K) Profit Sharing Plan-2$44,625$44,625$22,313iApproximate average salary by contribution assumption: employee only about $557,813 at 4% or $371,875 at 6%; with 50% employer match about $371,875 at 4% or $247,917 at 6%; with 100% employer match about $278,906 at 4% or $185,938 at 6%.