Civic Intelligence

Milestone Insurance Brokers Inc.

Plan context: Milestone Insurance Brokers 401(K) Plan

EIN 33-0688562 • Irvine, CA • 26 filings • 4 plans

8 Corporate Park, Ste 130Irvine, CA 92606
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$2,647,893

2024 Contributions

$457,387

Historical Graphs

Total Assets Over Time

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

$4,012,006$2,006,003$0200020142024YearValue
$2,647,893Latest year 2024

Participants Over Time

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

21110200020132024YearValue
21Latest 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
2024121$2,647,893$457,387$21,780iApproximate average salary by contribution assumption: employee only about $544,508 at 4% or $363,006 at 6%; with 50% employer match about $363,006 at 4% or $242,004 at 6%; with 100% employer match about $272,254 at 4% or $181,503 at 6%.
Milestone Insurance Brokers 401(K) Plan-21$2,647,893$457,387$21,780iApproximate average salary by contribution assumption: employee only about $544,508 at 4% or $363,006 at 6%; with 50% employer match about $363,006 at 4% or $242,004 at 6%; with 100% employer match about $272,254 at 4% or $181,503 at 6%.
2023119$1,814,296$347,426$18,286iApproximate average salary by contribution assumption: employee only about $457,139 at 4% or $304,760 at 6%; with 50% employer match about $304,760 at 4% or $203,173 at 6%; with 100% employer match about $228,570 at 4% or $152,380 at 6%.
Milestone Insurance Brokers 401(K) Plan-19$1,814,296$347,426$18,286iApproximate average salary by contribution assumption: employee only about $457,139 at 4% or $304,760 at 6%; with 50% employer match about $304,760 at 4% or $203,173 at 6%; with 100% employer match about $228,570 at 4% or $152,380 at 6%.
2022120$1,973,166$397,538$19,877iApproximate average salary by contribution assumption: employee only about $496,923 at 4% or $331,282 at 6%; with 50% employer match about $331,282 at 4% or $220,854 at 6%; with 100% employer match about $248,461 at 4% or $165,641 at 6%.
Milestone Insurance Brokers 401(K) Plan-20$1,973,166$397,538$19,877iApproximate average salary by contribution assumption: employee only about $496,923 at 4% or $331,282 at 6%; with 50% employer match about $331,282 at 4% or $220,854 at 6%; with 100% employer match about $248,461 at 4% or $165,641 at 6%.
2021214$4,012,006$728,704$52,050iApproximate average salary by contribution assumption: employee only about $1,301,257 at 4% or $867,505 at 6%; with 50% employer match about $867,505 at 4% or $578,337 at 6%; with 100% employer match about $650,629 at 4% or $433,752 at 6%.
Milestone Insurance Brokers 401(K) Plan-14$2,006,382$364,352$26,025iApproximate average salary by contribution assumption: employee only about $650,629 at 4% or $433,752 at 6%; with 50% employer match about $433,752 at 4% or $289,168 at 6%; with 100% employer match about $325,314 at 4% or $216,876 at 6%.
Milestone Insurance Brokers 401(K) Plan-14$2,005,624$364,352$26,025iApproximate average salary by contribution assumption: employee only about $650,629 at 4% or $433,752 at 6%; with 50% employer match about $433,752 at 4% or $289,168 at 6%; with 100% employer match about $325,314 at 4% or $216,876 at 6%.
2020115$1,307,161$266,043$17,736iApproximate average salary by contribution assumption: employee only about $443,405 at 4% or $295,603 at 6%; with 50% employer match about $295,603 at 4% or $197,069 at 6%; with 100% employer match about $221,703 at 4% or $147,802 at 6%.
Milestone Insurance Brokers 401(K) Plan-15$1,307,161$266,043$17,736iApproximate average salary by contribution assumption: employee only about $443,405 at 4% or $295,603 at 6%; with 50% employer match about $295,603 at 4% or $197,069 at 6%; with 100% employer match about $221,703 at 4% or $147,802 at 6%.
2019111$996,300$354,513$32,228iApproximate average salary by contribution assumption: employee only about $805,711 at 4% or $537,141 at 6%; with 50% employer match about $537,141 at 4% or $358,094 at 6%; with 100% employer match about $402,856 at 4% or $268,570 at 6%.
Milestone Insurance Brokers 401(K) Plan-11$996,300$354,513$32,228iApproximate average salary by contribution assumption: employee only about $805,711 at 4% or $537,141 at 6%; with 50% employer match about $537,141 at 4% or $358,094 at 6%; with 100% employer match about $402,856 at 4% or $268,570 at 6%.
2018111$646,756$197,817$17,983iApproximate average salary by contribution assumption: employee only about $449,584 at 4% or $299,723 at 6%; with 50% employer match about $299,723 at 4% or $199,815 at 6%; with 100% employer match about $224,792 at 4% or $149,861 at 6%.
Milestone Insurance Brokers 401(K) Plan-11$646,756$197,817$17,983iApproximate average salary by contribution assumption: employee only about $449,584 at 4% or $299,723 at 6%; with 50% employer match about $299,723 at 4% or $199,815 at 6%; with 100% employer match about $224,792 at 4% or $149,861 at 6%.
2017112$491,262$116,587$9,716iApproximate average salary by contribution assumption: employee only about $242,890 at 4% or $161,926 at 6%; with 50% employer match about $161,926 at 4% or $107,951 at 6%; with 100% employer match about $121,445 at 4% or $80,963 at 6%.
Milestone Insurance Brokers 401(K) Plan-12$491,262$116,587$9,716iApproximate average salary by contribution assumption: employee only about $242,890 at 4% or $161,926 at 6%; with 50% employer match about $161,926 at 4% or $107,951 at 6%; with 100% employer match about $121,445 at 4% or $80,963 at 6%.
2016110$372,919$145,233$14,523iApproximate average salary by contribution assumption: employee only about $363,083 at 4% or $242,055 at 6%; with 50% employer match about $242,055 at 4% or $161,370 at 6%; with 100% employer match about $181,541 at 4% or $121,028 at 6%.
Milestone Insurance Brokers 401(K) Plan-10$372,919$145,233$14,523iApproximate average salary by contribution assumption: employee only about $363,083 at 4% or $242,055 at 6%; with 50% employer match about $242,055 at 4% or $161,370 at 6%; with 100% employer match about $181,541 at 4% or $121,028 at 6%.
2015115$576,474$141,899$9,460iApproximate average salary by contribution assumption: employee only about $236,498 at 4% or $157,666 at 6%; with 50% employer match about $157,666 at 4% or $105,110 at 6%; with 100% employer match about $118,249 at 4% or $78,833 at 6%.
Milestone Insurance Brokers 401(K) Plan-15$576,474$141,899$9,460iApproximate average salary by contribution assumption: employee only about $236,498 at 4% or $157,666 at 6%; with 50% employer match about $157,666 at 4% or $105,110 at 6%; with 100% employer match about $118,249 at 4% or $78,833 at 6%.
2014115$446,958$54,848$3,657iApproximate average salary by contribution assumption: employee only about $91,413 at 4% or $60,942 at 6%; with 50% employer match about $60,942 at 4% or $40,628 at 6%; with 100% employer match about $45,707 at 4% or $30,471 at 6%.
Milestone Insurance Brokers 401(K) Plan-15$446,958$54,848$3,657iApproximate average salary by contribution assumption: employee only about $91,413 at 4% or $60,942 at 6%; with 50% employer match about $60,942 at 4% or $40,628 at 6%; with 100% employer match about $45,707 at 4% or $30,471 at 6%.
2013115$390,818$66,859$4,457iApproximate average salary by contribution assumption: employee only about $111,432 at 4% or $74,288 at 6%; with 50% employer match about $74,288 at 4% or $49,525 at 6%; with 100% employer match about $55,716 at 4% or $37,144 at 6%.
Milestone Insurance Brokers 401(K) Plan-15$390,818$66,859$4,457iApproximate average salary by contribution assumption: employee only about $111,432 at 4% or $74,288 at 6%; with 50% employer match about $74,288 at 4% or $49,525 at 6%; with 100% employer match about $55,716 at 4% or $37,144 at 6%.
2012113$298,350$97,347$7,488iApproximate average salary by contribution assumption: employee only about $187,206 at 4% or $124,804 at 6%; with 50% employer match about $124,804 at 4% or $83,203 at 6%; with 100% employer match about $93,603 at 4% or $62,402 at 6%.
Milestone Insurance Brokers 401(K) Plan-13$298,350$97,347$7,488iApproximate average salary by contribution assumption: employee only about $187,206 at 4% or $124,804 at 6%; with 50% employer match about $124,804 at 4% or $83,203 at 6%; with 100% employer match about $93,603 at 4% or $62,402 at 6%.
2011110$194,989$96,853$9,685iApproximate average salary by contribution assumption: employee only about $242,132 at 4% or $161,422 at 6%; with 50% employer match about $161,422 at 4% or $107,614 at 6%; with 100% employer match about $121,066 at 4% or $80,711 at 6%.
Milestone Insurance Brokers 401(K) Plan-10$194,989$96,853$9,685iApproximate average salary by contribution assumption: employee only about $242,132 at 4% or $161,422 at 6%; with 50% employer match about $161,422 at 4% or $107,614 at 6%; with 100% employer match about $121,066 at 4% or $80,711 at 6%.
201019$97,903$40,776$4,531iApproximate average salary by contribution assumption: employee only about $113,267 at 4% or $75,511 at 6%; with 50% employer match about $75,511 at 4% or $50,341 at 6%; with 100% employer match about $56,633 at 4% or $37,756 at 6%.
Milestone Insurance Brokers 401(K) Plan-9$97,903$40,776$4,531iApproximate average salary by contribution assumption: employee only about $113,267 at 4% or $75,511 at 6%; with 50% employer match about $75,511 at 4% or $50,341 at 6%; with 100% employer match about $56,633 at 4% or $37,756 at 6%.
200915$95,408$94,139$18,828iApproximate average salary by contribution assumption: employee only about $470,695 at 4% or $313,797 at 6%; with 50% employer match about $313,797 at 4% or $209,198 at 6%; with 100% employer match about $235,348 at 4% or $156,898 at 6%.
Milestone Insurance Brokers 401(K) Plan-5$95,408$94,139$18,828iApproximate average salary by contribution assumption: employee only about $470,695 at 4% or $313,797 at 6%; with 50% employer match about $313,797 at 4% or $209,198 at 6%; with 100% employer match about $235,348 at 4% or $156,898 at 6%.
200810$0$0-
Milestone Insurance Brokers Retirement Savings Plan-0---
2007110$0$0-
Milestone Insurance Brokers Retirement Savings Plan-10---
2006112$180,998$13,608$1,134iApproximate average salary by contribution assumption: employee only about $28,350 at 4% or $18,900 at 6%; with 50% employer match about $18,900 at 4% or $12,600 at 6%; with 100% employer match about $14,175 at 4% or $9,450 at 6%.
Milestone Insurance Brokers Retirement Savings Plan-12$180,998$13,608$1,134iApproximate average salary by contribution assumption: employee only about $28,350 at 4% or $18,900 at 6%; with 50% employer match about $18,900 at 4% or $12,600 at 6%; with 100% employer match about $14,175 at 4% or $9,450 at 6%.
2005111$251,340$39,014$3,547iApproximate average salary by contribution assumption: employee only about $88,668 at 4% or $59,112 at 6%; with 50% employer match about $59,112 at 4% or $39,408 at 6%; with 100% employer match about $44,334 at 4% or $29,556 at 6%.
Milestone Insurance Brokers Retirement Savings Plan-11$251,340$39,014$3,547iApproximate average salary by contribution assumption: employee only about $88,668 at 4% or $59,112 at 6%; with 50% employer match about $59,112 at 4% or $39,408 at 6%; with 100% employer match about $44,334 at 4% or $29,556 at 6%.
2004110$206,862$97,784$9,778iApproximate average salary by contribution assumption: employee only about $244,460 at 4% or $162,973 at 6%; with 50% employer match about $162,973 at 4% or $108,649 at 6%; with 100% employer match about $122,230 at 4% or $81,487 at 6%.
Milestone Insurance Brokers Retirement Savings Plan-10$206,862$97,784$9,778iApproximate average salary by contribution assumption: employee only about $244,460 at 4% or $162,973 at 6%; with 50% employer match about $162,973 at 4% or $108,649 at 6%; with 100% employer match about $122,230 at 4% or $81,487 at 6%.
2003110$118,331$65,003$6,500iApproximate average salary by contribution assumption: employee only about $162,508 at 4% or $108,338 at 6%; with 50% employer match about $108,338 at 4% or $72,226 at 6%; with 100% employer match about $81,254 at 4% or $54,169 at 6%.
Milestone Insurance Brokers Retirement Savings Plan-10$118,331$65,003$6,500iApproximate average salary by contribution assumption: employee only about $162,508 at 4% or $108,338 at 6%; with 50% employer match about $108,338 at 4% or $72,226 at 6%; with 100% employer match about $81,254 at 4% or $54,169 at 6%.
2002220$0$0-
Milestone Insurance Brokers Retirement Savings Plan-20---
Milestone Insurance Brokers Retirement Savings Plan-13---
2000121$45,659$17,168$818iApproximate average salary by contribution assumption: employee only about $20,438 at 4% or $13,625 at 6%; with 50% employer match about $13,625 at 4% or $9,084 at 6%; with 100% employer match about $10,219 at 4% or $6,813 at 6%.
Milestone Insurance Brokers Retirement Savings Plan-21$45,659$17,168$818iApproximate average salary by contribution assumption: employee only about $20,438 at 4% or $13,625 at 6%; with 50% employer match about $13,625 at 4% or $9,084 at 6%; with 100% employer match about $10,219 at 4% or $6,813 at 6%.