Civic Intelligence

Milestone Inc.

Plan context: Milestone Inc. Retirement Plan

EIN 36-2769801 • 45 filings • 10 plans

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Current Snapshot

Latest Year

2024

2024 Participants

450

2024 Assets

$10,207,720

2024 Contributions

$937,302

Historical Graphs

Total Assets Over Time

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

$10,207,720$5,103,860$0199920122024YearValue
$10,207,720Latest year 2024

Participants Over Time

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

6153080199920122024YearValue
450Latest 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
20242450$10,207,720$937,302$2,083iApproximate average salary by contribution assumption: employee only about $52,072 at 4% or $34,715 at 6%; with 50% employer match about $34,715 at 4% or $23,143 at 6%; with 100% employer match about $26,036 at 4% or $17,357 at 6%.
Milestone Inc. Retirement Plan-450$10,207,720$937,302$2,083iApproximate average salary by contribution assumption: employee only about $52,072 at 4% or $34,715 at 6%; with 50% employer match about $34,715 at 4% or $23,143 at 6%; with 100% employer match about $26,036 at 4% or $17,357 at 6%.
Milestone Inc. Wrap Benefit Plan-400---
20232438$8,630,419$823,943$1,881iApproximate average salary by contribution assumption: employee only about $47,029 at 4% or $31,352 at 6%; with 50% employer match about $31,352 at 4% or $20,902 at 6%; with 100% employer match about $23,514 at 4% or $15,676 at 6%.
Milestone Inc. Retirement Plan-438$8,630,419$823,943$1,881iApproximate average salary by contribution assumption: employee only about $47,029 at 4% or $31,352 at 6%; with 50% employer match about $31,352 at 4% or $20,902 at 6%; with 100% employer match about $23,514 at 4% or $15,676 at 6%.
Milestone Inc. Wrap Benefit Plan-369---
20222502$7,166,351$720,851$1,436iApproximate average salary by contribution assumption: employee only about $35,899 at 4% or $23,933 at 6%; with 50% employer match about $23,933 at 4% or $15,955 at 6%; with 100% employer match about $17,949 at 4% or $11,966 at 6%.
Milestone Inc. Retirement Plan-414$7,166,351$720,851$1,741iApproximate average salary by contribution assumption: employee only about $43,530 at 4% or $29,020 at 6%; with 50% employer match about $29,020 at 4% or $19,347 at 6%; with 100% employer match about $21,765 at 4% or $14,510 at 6%.
Milestone Inc. Wrap Benefit Plan-502---
20217469$6,555,616$774,725$1,652iApproximate average salary by contribution assumption: employee only about $41,297 at 4% or $27,531 at 6%; with 50% employer match about $27,531 at 4% or $18,354 at 6%; with 100% employer match about $20,648 at 4% or $13,766 at 6%.
Milestone Inc. Retirement Plan-469$6,555,616$774,725$1,652iApproximate average salary by contribution assumption: employee only about $41,297 at 4% or $27,531 at 6%; with 50% employer match about $27,531 at 4% or $18,354 at 6%; with 100% employer match about $20,648 at 4% or $13,766 at 6%.
MILESTONE, INC. VOLUNTARY LIFE PLAN-274---
Milestone Inc. Wrap Benefit Plan-381---
MILESTONE, INC. DENTAL AND VISION PLAN-0---
MILESTONE, INC. LIFE AND AD&D PLAN-0---
MILESTONE, INC. DISABILITY PLAN-0---
MILESTONE, INC. VOLUNTARY LIFE AND EAP PLAN-0---
20206582$7,624,130$653,067$1,122iApproximate average salary by contribution assumption: employee only about $28,053 at 4% or $18,702 at 6%; with 50% employer match about $18,702 at 4% or $12,468 at 6%; with 100% employer match about $14,026 at 4% or $9,351 at 6%.
Milestone Inc. Retirement Plan-446$7,624,130$653,067$1,464iApproximate average salary by contribution assumption: employee only about $36,607 at 4% or $24,405 at 6%; with 50% employer match about $24,405 at 4% or $16,270 at 6%; with 100% employer match about $18,303 at 4% or $12,202 at 6%.
Milestone Inc. Wrap Benefit Plan-242---
MILESTONE, INC. DENTAL AND VISION PLAN-257---
MILESTONE, INC. LIFE AND AD&D PLAN-582---
MILESTONE, INC. DISABILITY PLAN-298---
MILESTONE, INC. VOLUNTARY LIFE AND EAP PLAN-582---
20196615$5,740,082$422,986$688iApproximate average salary by contribution assumption: employee only about $17,195 at 4% or $11,463 at 6%; with 50% employer match about $11,463 at 4% or $7,642 at 6%; with 100% employer match about $8,597 at 4% or $5,732 at 6%.
Milestone Inc. Retirement Plan-483$5,740,082$422,986$876iApproximate average salary by contribution assumption: employee only about $21,894 at 4% or $14,596 at 6%; with 50% employer match about $14,596 at 4% or $9,731 at 6%; with 100% employer match about $10,947 at 4% or $7,298 at 6%.
Milestone Inc. Wrap Benefit Plan-259---
MILESTONE, INC. DENTAL AND VISION PLAN-264---
MILESTONE, INC. LIFE AND AD&D PLAN-615---
MILESTONE, INC. DISABILITY PLAN-311---
MILESTONE, INC. VOLUNTARY LIFE AND EAP PLAN-615---
20181480$5,592,712$394,696$822iApproximate average salary by contribution assumption: employee only about $20,557 at 4% or $13,705 at 6%; with 50% employer match about $13,705 at 4% or $9,136 at 6%; with 100% employer match about $10,279 at 4% or $6,852 at 6%.
Milestone Inc. Retirement Plan-480$5,592,712$394,696$822iApproximate average salary by contribution assumption: employee only about $20,557 at 4% or $13,705 at 6%; with 50% employer match about $13,705 at 4% or $9,136 at 6%; with 100% employer match about $10,279 at 4% or $6,852 at 6%.
20171504$5,429,582$356,243$707iApproximate average salary by contribution assumption: employee only about $17,671 at 4% or $11,781 at 6%; with 50% employer match about $11,781 at 4% or $7,854 at 6%; with 100% employer match about $8,835 at 4% or $5,890 at 6%.
Milestone Inc. Retirement Plan-504$5,429,582$356,243$707iApproximate average salary by contribution assumption: employee only about $17,671 at 4% or $11,781 at 6%; with 50% employer match about $11,781 at 4% or $7,854 at 6%; with 100% employer match about $8,835 at 4% or $5,890 at 6%.
20161522$5,192,819$332,951$638iApproximate average salary by contribution assumption: employee only about $15,946 at 4% or $10,631 at 6%; with 50% employer match about $10,631 at 4% or $7,087 at 6%; with 100% employer match about $7,973 at 4% or $5,315 at 6%.
Milestone Inc. Retirement Plan-522$5,192,819$332,951$638iApproximate average salary by contribution assumption: employee only about $15,946 at 4% or $10,631 at 6%; with 50% employer match about $10,631 at 4% or $7,087 at 6%; with 100% employer match about $7,973 at 4% or $5,315 at 6%.
20151543$4,630,296$175,985$324iApproximate average salary by contribution assumption: employee only about $8,102 at 4% or $5,402 at 6%; with 50% employer match about $5,402 at 4% or $3,601 at 6%; with 100% employer match about $4,051 at 4% or $2,701 at 6%.
Milestone Inc. Retirement Plan-543$4,630,296$175,985$324iApproximate average salary by contribution assumption: employee only about $8,102 at 4% or $5,402 at 6%; with 50% employer match about $5,402 at 4% or $3,601 at 6%; with 100% employer match about $4,051 at 4% or $2,701 at 6%.
20141130$4,867,723$275,182$2,117iApproximate average salary by contribution assumption: employee only about $52,920 at 4% or $35,280 at 6%; with 50% employer match about $35,280 at 4% or $23,520 at 6%; with 100% employer match about $26,460 at 4% or $17,640 at 6%.
Milestone Inc. Retirement Plan-130$4,867,723$275,182$2,117iApproximate average salary by contribution assumption: employee only about $52,920 at 4% or $35,280 at 6%; with 50% employer match about $35,280 at 4% or $23,520 at 6%; with 100% employer match about $26,460 at 4% or $17,640 at 6%.
20131554$4,938,330$172,793$312iApproximate average salary by contribution assumption: employee only about $7,798 at 4% or $5,198 at 6%; with 50% employer match about $5,198 at 4% or $3,466 at 6%; with 100% employer match about $3,899 at 4% or $2,599 at 6%.
Milestone Inc. Retirement Plan-554$4,938,330$172,793$312iApproximate average salary by contribution assumption: employee only about $7,798 at 4% or $5,198 at 6%; with 50% employer match about $5,198 at 4% or $3,466 at 6%; with 100% employer match about $3,899 at 4% or $2,599 at 6%.
20121544$4,408,913$312,119$574iApproximate average salary by contribution assumption: employee only about $14,344 at 4% or $9,562 at 6%; with 50% employer match about $9,562 at 4% or $6,375 at 6%; with 100% employer match about $7,172 at 4% or $4,781 at 6%.
Milestone Inc. Retirement Plan-544$4,408,913$312,119$574iApproximate average salary by contribution assumption: employee only about $14,344 at 4% or $9,562 at 6%; with 50% employer match about $9,562 at 4% or $6,375 at 6%; with 100% employer match about $7,172 at 4% or $4,781 at 6%.
20111533$4,109,670$305,749$574iApproximate average salary by contribution assumption: employee only about $14,341 at 4% or $9,561 at 6%; with 50% employer match about $9,561 at 4% or $6,374 at 6%; with 100% employer match about $7,170 at 4% or $4,780 at 6%.
Milestone Inc. Retirement Plan-533$4,109,670$305,749$574iApproximate average salary by contribution assumption: employee only about $14,341 at 4% or $9,561 at 6%; with 50% employer match about $9,561 at 4% or $6,374 at 6%; with 100% employer match about $7,170 at 4% or $4,780 at 6%.
20101542$4,463,725$409,086$755iApproximate average salary by contribution assumption: employee only about $18,869 at 4% or $12,580 at 6%; with 50% employer match about $12,580 at 4% or $8,386 at 6%; with 100% employer match about $9,435 at 4% or $6,290 at 6%.
Milestone Inc. Retirement Plan-542$4,463,725$409,086$755iApproximate average salary by contribution assumption: employee only about $18,869 at 4% or $12,580 at 6%; with 50% employer match about $12,580 at 4% or $8,386 at 6%; with 100% employer match about $9,435 at 4% or $6,290 at 6%.
20091534$3,625,507$376,668$705iApproximate average salary by contribution assumption: employee only about $17,634 at 4% or $11,756 at 6%; with 50% employer match about $11,756 at 4% or $7,837 at 6%; with 100% employer match about $8,817 at 4% or $5,878 at 6%.
Milestone Inc. Retirement Plan-534$3,625,507$376,668$705iApproximate average salary by contribution assumption: employee only about $17,634 at 4% or $11,756 at 6%; with 50% employer match about $11,756 at 4% or $7,837 at 6%; with 100% employer match about $8,817 at 4% or $5,878 at 6%.
20081534$3,252,563$432,763$810iApproximate average salary by contribution assumption: employee only about $20,260 at 4% or $13,507 at 6%; with 50% employer match about $13,507 at 4% or $9,005 at 6%; with 100% employer match about $10,130 at 4% or $6,753 at 6%.
Milestone Inc. Retirement Plan-534$3,252,563$432,763$810iApproximate average salary by contribution assumption: employee only about $20,260 at 4% or $13,507 at 6%; with 50% employer match about $13,507 at 4% or $9,005 at 6%; with 100% employer match about $10,130 at 4% or $6,753 at 6%.
20071509$3,505,180$431,830$848iApproximate average salary by contribution assumption: employee only about $21,210 at 4% or $14,140 at 6%; with 50% employer match about $14,140 at 4% or $9,427 at 6%; with 100% employer match about $10,605 at 4% or $7,070 at 6%.
Milestone Inc. Retirement Plan-509$3,505,180$431,830$848iApproximate average salary by contribution assumption: employee only about $21,210 at 4% or $14,140 at 6%; with 50% employer match about $14,140 at 4% or $9,427 at 6%; with 100% employer match about $10,605 at 4% or $7,070 at 6%.
20051534$3,000,583$400,158$749iApproximate average salary by contribution assumption: employee only about $18,734 at 4% or $12,489 at 6%; with 50% employer match about $12,489 at 4% or $8,326 at 6%; with 100% employer match about $9,367 at 4% or $6,245 at 6%.
Milestone Inc. Retirement Plan-534$3,000,583$400,158$749iApproximate average salary by contribution assumption: employee only about $18,734 at 4% or $12,489 at 6%; with 50% employer match about $12,489 at 4% or $8,326 at 6%; with 100% employer match about $9,367 at 4% or $6,245 at 6%.
20041518$2,562,139$377,609$729iApproximate average salary by contribution assumption: employee only about $18,224 at 4% or $12,150 at 6%; with 50% employer match about $12,150 at 4% or $8,100 at 6%; with 100% employer match about $9,112 at 4% or $6,075 at 6%.
Milestone Inc. Retirement Plan-518$2,562,139$377,609$729iApproximate average salary by contribution assumption: employee only about $18,224 at 4% or $12,150 at 6%; with 50% employer match about $12,150 at 4% or $8,100 at 6%; with 100% employer match about $9,112 at 4% or $6,075 at 6%.
20031487$2,160,206$426,976$877iApproximate average salary by contribution assumption: employee only about $21,919 at 4% or $14,612 at 6%; with 50% employer match about $14,612 at 4% or $9,742 at 6%; with 100% employer match about $10,959 at 4% or $7,306 at 6%.
Milestone Inc. Retirement Plan-487$2,160,206$426,976$877iApproximate average salary by contribution assumption: employee only about $21,919 at 4% or $14,612 at 6%; with 50% employer match about $14,612 at 4% or $9,742 at 6%; with 100% employer match about $10,959 at 4% or $7,306 at 6%.
20022538$1,622,309$372,444$692iApproximate average salary by contribution assumption: employee only about $17,307 at 4% or $11,538 at 6%; with 50% employer match about $11,538 at 4% or $7,692 at 6%; with 100% employer match about $8,653 at 4% or $5,769 at 6%.
Milestone Inc. Retirement Plan-538$1,622,309$372,444$692iApproximate average salary by contribution assumption: employee only about $17,307 at 4% or $11,538 at 6%; with 50% employer match about $11,538 at 4% or $7,692 at 6%; with 100% employer match about $8,653 at 4% or $5,769 at 6%.
Milestone Inc. Wrap Benefit Plan-314---
20011359$1,334,269$266,581$743iApproximate average salary by contribution assumption: employee only about $18,564 at 4% or $12,376 at 6%; with 50% employer match about $12,376 at 4% or $8,251 at 6%; with 100% employer match about $9,282 at 4% or $6,188 at 6%.
Milestone Inc. Retirement Plan-359$1,334,269$266,581$743iApproximate average salary by contribution assumption: employee only about $18,564 at 4% or $12,376 at 6%; with 50% employer match about $12,376 at 4% or $8,251 at 6%; with 100% employer match about $9,282 at 4% or $6,188 at 6%.
20001276$1,360,065$268,454$973iApproximate average salary by contribution assumption: employee only about $24,316 at 4% or $16,211 at 6%; with 50% employer match about $16,211 at 4% or $10,807 at 6%; with 100% employer match about $12,158 at 4% or $8,105 at 6%.
Milestone Inc. Retirement Plan-276$1,360,065$268,454$973iApproximate average salary by contribution assumption: employee only about $24,316 at 4% or $16,211 at 6%; with 50% employer match about $16,211 at 4% or $10,807 at 6%; with 100% employer match about $12,158 at 4% or $8,105 at 6%.
19991254$1,322,277$229,177$902iApproximate average salary by contribution assumption: employee only about $22,557 at 4% or $15,038 at 6%; with 50% employer match about $15,038 at 4% or $10,025 at 6%; with 100% employer match about $11,278 at 4% or $7,519 at 6%.
Milestone Inc. Retirement Plan-254$1,322,277$229,177$902iApproximate average salary by contribution assumption: employee only about $22,557 at 4% or $15,038 at 6%; with 50% employer match about $15,038 at 4% or $10,025 at 6%; with 100% employer match about $11,278 at 4% or $7,519 at 6%.