Civic Intelligence

Anthony R. Milani & Associates,

Plan context: Milani, Anthony R. & Associates Inc.

EIN 33-0972863 • Rancho Santa Margarita, CA • 19 filings • 4 plans

PO Box 80158Rancho Santa Margarita, CA 92688-0158
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,236,210

2024 Contributions

$22,329

Historical Graphs

Total Assets Over Time

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

$1,236,210$618,105$0200520162024YearValue
$1,236,210Latest year 2024

Participants Over Time

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

530200520162024YearValue
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
202413$1,236,210$0-
Milani, Anthony R. & Associates Inc.-3$1,236,210$0-
202313$1,137,092$0-
Milani, Anthony R. & Associates Inc.-3$1,137,092$0-
202213$1,020,963$22,329$7,443iApproximate average salary by contribution assumption: employee only about $186,075 at 4% or $124,050 at 6%; with 50% employer match about $124,050 at 4% or $82,700 at 6%; with 100% employer match about $93,038 at 4% or $62,025 at 6%.
Milani, Anthony R. & Associates Inc.-3$1,020,963$22,329$7,443iApproximate average salary by contribution assumption: employee only about $186,075 at 4% or $124,050 at 6%; with 50% employer match about $124,050 at 4% or $82,700 at 6%; with 100% employer match about $93,038 at 4% or $62,025 at 6%.
202113$1,148,057$54,410$18,137iApproximate average salary by contribution assumption: employee only about $453,417 at 4% or $302,278 at 6%; with 50% employer match about $302,278 at 4% or $201,519 at 6%; with 100% employer match about $226,708 at 4% or $151,139 at 6%.
Milani, Anthony R. & Associates Inc.-3$1,148,057$54,410$18,137iApproximate average salary by contribution assumption: employee only about $453,417 at 4% or $302,278 at 6%; with 50% employer match about $302,278 at 4% or $201,519 at 6%; with 100% employer match about $226,708 at 4% or $151,139 at 6%.
202013$990,154$40,328$13,443iApproximate average salary by contribution assumption: employee only about $336,067 at 4% or $224,044 at 6%; with 50% employer match about $224,044 at 4% or $149,363 at 6%; with 100% employer match about $168,033 at 4% or $112,022 at 6%.
Milani, Anthony R. & Associates Inc.-3$990,154$40,328$13,443iApproximate average salary by contribution assumption: employee only about $336,067 at 4% or $224,044 at 6%; with 50% employer match about $224,044 at 4% or $149,363 at 6%; with 100% employer match about $168,033 at 4% or $112,022 at 6%.
201913$856,667$26,316$8,772iApproximate average salary by contribution assumption: employee only about $219,300 at 4% or $146,200 at 6%; with 50% employer match about $146,200 at 4% or $97,467 at 6%; with 100% employer match about $109,650 at 4% or $73,100 at 6%.
Milani, Anthony R. & Associates Inc.-3$856,667$26,316$8,772iApproximate average salary by contribution assumption: employee only about $219,300 at 4% or $146,200 at 6%; with 50% employer match about $146,200 at 4% or $97,467 at 6%; with 100% employer match about $109,650 at 4% or $73,100 at 6%.
201813$715,087$42,510$14,170iApproximate average salary by contribution assumption: employee only about $354,250 at 4% or $236,167 at 6%; with 50% employer match about $236,167 at 4% or $157,444 at 6%; with 100% employer match about $177,125 at 4% or $118,083 at 6%.
Milani, Anthony R. & Associates Inc.-3$715,087$42,510$14,170iApproximate average salary by contribution assumption: employee only about $354,250 at 4% or $236,167 at 6%; with 50% employer match about $236,167 at 4% or $157,444 at 6%; with 100% employer match about $177,125 at 4% or $118,083 at 6%.
201713$705,154$31,937$10,646iApproximate average salary by contribution assumption: employee only about $266,142 at 4% or $177,428 at 6%; with 50% employer match about $177,428 at 4% or $118,285 at 6%; with 100% employer match about $133,071 at 4% or $88,714 at 6%.
Milani, Anthony R. & Associates Inc.-3$705,154$31,937$10,646iApproximate average salary by contribution assumption: employee only about $266,142 at 4% or $177,428 at 6%; with 50% employer match about $177,428 at 4% or $118,285 at 6%; with 100% employer match about $133,071 at 4% or $88,714 at 6%.
201613$598,521$37,028$12,343iApproximate average salary by contribution assumption: employee only about $308,567 at 4% or $205,711 at 6%; with 50% employer match about $205,711 at 4% or $137,141 at 6%; with 100% employer match about $154,283 at 4% or $102,856 at 6%.
Milani, Anthony R. & Associates Inc.-3$598,521$37,028$12,343iApproximate average salary by contribution assumption: employee only about $308,567 at 4% or $205,711 at 6%; with 50% employer match about $205,711 at 4% or $137,141 at 6%; with 100% employer match about $154,283 at 4% or $102,856 at 6%.
201513$527,718$45,367$15,122iApproximate average salary by contribution assumption: employee only about $378,058 at 4% or $252,039 at 6%; with 50% employer match about $252,039 at 4% or $168,026 at 6%; with 100% employer match about $189,029 at 4% or $126,019 at 6%.
Milani, Anthony R. & Associates Inc.-3$527,718$45,367$15,122iApproximate average salary by contribution assumption: employee only about $378,058 at 4% or $252,039 at 6%; with 50% employer match about $252,039 at 4% or $168,026 at 6%; with 100% employer match about $189,029 at 4% or $126,019 at 6%.
201413$488,181$38,405$12,802iApproximate average salary by contribution assumption: employee only about $320,042 at 4% or $213,361 at 6%; with 50% employer match about $213,361 at 4% or $142,241 at 6%; with 100% employer match about $160,021 at 4% or $106,681 at 6%.
Milani, Anthony R. & Associates Inc.-3$488,181$38,405$12,802iApproximate average salary by contribution assumption: employee only about $320,042 at 4% or $213,361 at 6%; with 50% employer match about $213,361 at 4% or $142,241 at 6%; with 100% employer match about $160,021 at 4% or $106,681 at 6%.
201313$428,419$39,131$13,044iApproximate average salary by contribution assumption: employee only about $326,092 at 4% or $217,394 at 6%; with 50% employer match about $217,394 at 4% or $144,930 at 6%; with 100% employer match about $163,046 at 4% or $108,697 at 6%.
Milani, Anthony R. & Associates Inc.-3$428,419$39,131$13,044iApproximate average salary by contribution assumption: employee only about $326,092 at 4% or $217,394 at 6%; with 50% employer match about $217,394 at 4% or $144,930 at 6%; with 100% employer match about $163,046 at 4% or $108,697 at 6%.
201213$344,966$32,007$10,669iApproximate average salary by contribution assumption: employee only about $266,725 at 4% or $177,817 at 6%; with 50% employer match about $177,817 at 4% or $118,544 at 6%; with 100% employer match about $133,363 at 4% or $88,908 at 6%.
Milani, Anthony R. & Associates Inc.-3$344,966$32,007$10,669iApproximate average salary by contribution assumption: employee only about $266,725 at 4% or $177,817 at 6%; with 50% employer match about $177,817 at 4% or $118,544 at 6%; with 100% employer match about $133,363 at 4% or $88,908 at 6%.
201114$283,223$29,858$7,465iApproximate average salary by contribution assumption: employee only about $186,613 at 4% or $124,408 at 6%; with 50% employer match about $124,408 at 4% or $82,939 at 6%; with 100% employer match about $93,306 at 4% or $62,204 at 6%.
Milani, Anthony R. & Associates Inc.-4$283,223$29,858$7,465iApproximate average salary by contribution assumption: employee only about $186,613 at 4% or $124,408 at 6%; with 50% employer match about $124,408 at 4% or $82,939 at 6%; with 100% employer match about $93,306 at 4% or $62,204 at 6%.
201013$248,715$33,872$11,291iApproximate average salary by contribution assumption: employee only about $282,267 at 4% or $188,178 at 6%; with 50% employer match about $188,178 at 4% or $125,452 at 6%; with 100% employer match about $141,133 at 4% or $94,089 at 6%.
Milani, Anthony R. & Associates Inc.-3$248,715$33,872$11,291iApproximate average salary by contribution assumption: employee only about $282,267 at 4% or $188,178 at 6%; with 50% employer match about $188,178 at 4% or $125,452 at 6%; with 100% employer match about $141,133 at 4% or $94,089 at 6%.
200923$194,698$33,315$11,105iApproximate average salary by contribution assumption: employee only about $277,625 at 4% or $185,083 at 6%; with 50% employer match about $185,083 at 4% or $123,389 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%.
Milani, Anthony R. & Associates Inc.-3$194,698$33,315$11,105iApproximate average salary by contribution assumption: employee only about $277,625 at 4% or $185,083 at 6%; with 50% employer match about $185,083 at 4% or $123,389 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%.
Milani, Anthony R. & Associates Inc.-----
200815$138,423$40,085$8,017iApproximate average salary by contribution assumption: employee only about $200,425 at 4% or $133,617 at 6%; with 50% employer match about $133,617 at 4% or $89,078 at 6%; with 100% employer match about $100,213 at 4% or $66,808 at 6%.
Milani, Anthony R. & Associates Inc.-5$138,423$40,085$8,017iApproximate average salary by contribution assumption: employee only about $200,425 at 4% or $133,617 at 6%; with 50% employer match about $133,617 at 4% or $89,078 at 6%; with 100% employer match about $100,213 at 4% or $66,808 at 6%.
200513$44,177$33,449$11,150iApproximate average salary by contribution assumption: employee only about $278,742 at 4% or $185,828 at 6%; with 50% employer match about $185,828 at 4% or $123,885 at 6%; with 100% employer match about $139,371 at 4% or $92,914 at 6%.
Milani, Anthony R. & Associates Inc.-3$44,177$33,449$11,150iApproximate average salary by contribution assumption: employee only about $278,742 at 4% or $185,828 at 6%; with 50% employer match about $185,828 at 4% or $123,885 at 6%; with 100% employer match about $139,371 at 4% or $92,914 at 6%.