Miller & Schroeder Financial Inc
Plan context: Miller & Schroeder Employee Savings & Profit Sharing Plan
EIN 41-0901191 • 8 filings • 5 plans
Current Snapshot
Latest Year
2001
2001 Participants
83
2001 Assets
$14,503,590
2001 Contributions
$1,308,277
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Miller & Schroeder Financial Inc Group Health Insurance Plan | - | 0 | - | - | - |
| 2000 | 3 | 83 | $0 | $0 | - |
| Miller & Schroeder Financial Inc Group Health Insurance Plan | - | 83 | - | - | - |
| Miller & Schroeder Financial Inc. Long Term Disability Insurance Plan | - | 0 | - | - | - |
| Miller & Schroeder Employee Savings & Profit Sharing Plan | - | 76 | - | - | - |
| 1999 | 4 | 241 | $14,503,590 | $1,308,277 | $5,429iApproximate average salary by contribution assumption: employee only about $135,713 at 4% or $90,476 at 6%; with 50% employer match about $90,476 at 4% or $60,317 at 6%; with 100% employer match about $67,857 at 4% or $45,238 at 6%. |
| Miller & Schroeder Employee Savings & Profit Sharing Plan | - | 169 | $14,503,590 | $1,308,277 | $7,741iApproximate average salary by contribution assumption: employee only about $193,532 at 4% or $129,021 at 6%; with 50% employer match about $129,021 at 4% or $86,014 at 6%; with 100% employer match about $96,766 at 4% or $64,511 at 6%. |
| Miller & Schroeder Financial Inc. Long Term Disability Insurance Plan | - | 170 | - | - | - |
| Miller & Schroeder Financial Inc Group Health Insurance Plan | - | 241 | - | - | - |
| Miller & Schroeder Financial Inc. Life Insurance Plan | - | 159 | - | - | - |