Civic Intelligence

Miller Financial Group Inc.

Plan context: Milestone Financial Group Inc. 401(K) Plan

EIN 46-1416468 • Red Oak, IA • 12 filings • 3 plans

505 N 3D StRed Oak, IA 51566-0637
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$733,668

2025 Contributions

$122,190

Historical Graphs

Total Assets Over Time

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

$733,668$366,834$0201420202025YearValue
$733,668Latest year 2025

Participants Over Time

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

840201420202025YearValue
7Latest year 2025

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
202517$733,668$122,190$17,456iApproximate average salary by contribution assumption: employee only about $436,393 at 4% or $290,929 at 6%; with 50% employer match about $290,929 at 4% or $193,952 at 6%; with 100% employer match about $218,196 at 4% or $145,464 at 6%.
Milestone Financial Group Inc. 401(K) Plan-7$733,668$122,190$17,456iApproximate average salary by contribution assumption: employee only about $436,393 at 4% or $290,929 at 6%; with 50% employer match about $290,929 at 4% or $193,952 at 6%; with 100% employer match about $218,196 at 4% or $145,464 at 6%.
202416$723,778$119,287$19,881iApproximate average salary by contribution assumption: employee only about $497,029 at 4% or $331,353 at 6%; with 50% employer match about $331,353 at 4% or $220,902 at 6%; with 100% employer match about $248,515 at 4% or $165,676 at 6%.
Milestone Financial Group Inc. 401(K) Plan-6$723,778$119,287$19,881iApproximate average salary by contribution assumption: employee only about $497,029 at 4% or $331,353 at 6%; with 50% employer match about $331,353 at 4% or $220,902 at 6%; with 100% employer match about $248,515 at 4% or $165,676 at 6%.
202318$554,124$100,418$12,552iApproximate average salary by contribution assumption: employee only about $313,806 at 4% or $209,204 at 6%; with 50% employer match about $209,204 at 4% or $139,469 at 6%; with 100% employer match about $156,903 at 4% or $104,602 at 6%.
Milestone Financial Group Inc. 401(K) Plan-8$554,124$100,418$12,552iApproximate average salary by contribution assumption: employee only about $313,806 at 4% or $209,204 at 6%; with 50% employer match about $209,204 at 4% or $139,469 at 6%; with 100% employer match about $156,903 at 4% or $104,602 at 6%.
202218$390,008$69,447$8,681iApproximate average salary by contribution assumption: employee only about $217,022 at 4% or $144,681 at 6%; with 50% employer match about $144,681 at 4% or $96,454 at 6%; with 100% employer match about $108,511 at 4% or $72,341 at 6%.
Milestone Financial Group Inc. 401(K) Plan-8$390,008$69,447$8,681iApproximate average salary by contribution assumption: employee only about $217,022 at 4% or $144,681 at 6%; with 50% employer match about $144,681 at 4% or $96,454 at 6%; with 100% employer match about $108,511 at 4% or $72,341 at 6%.
202117$412,686$47,852$6,836iApproximate average salary by contribution assumption: employee only about $170,900 at 4% or $113,933 at 6%; with 50% employer match about $113,933 at 4% or $75,956 at 6%; with 100% employer match about $85,450 at 4% or $56,967 at 6%.
Milestone Financial Group Inc. 401(K) Plan-7$412,686$47,852$6,836iApproximate average salary by contribution assumption: employee only about $170,900 at 4% or $113,933 at 6%; with 50% employer match about $113,933 at 4% or $75,956 at 6%; with 100% employer match about $85,450 at 4% or $56,967 at 6%.
202016$313,796$48,233$8,039iApproximate average salary by contribution assumption: employee only about $200,971 at 4% or $133,981 at 6%; with 50% employer match about $133,981 at 4% or $89,320 at 6%; with 100% employer match about $100,485 at 4% or $66,990 at 6%.
Milestone Financial Group Inc. 401(K) Plan-6$313,796$48,233$8,039iApproximate average salary by contribution assumption: employee only about $200,971 at 4% or $133,981 at 6%; with 50% employer match about $133,981 at 4% or $89,320 at 6%; with 100% employer match about $100,485 at 4% or $66,990 at 6%.
201916$216,349$46,050$7,675iApproximate average salary by contribution assumption: employee only about $191,875 at 4% or $127,917 at 6%; with 50% employer match about $127,917 at 4% or $85,278 at 6%; with 100% employer match about $95,938 at 4% or $63,958 at 6%.
Milestone Financial Group Inc. 401(K) Plan-6$216,349$46,050$7,675iApproximate average salary by contribution assumption: employee only about $191,875 at 4% or $127,917 at 6%; with 50% employer match about $127,917 at 4% or $85,278 at 6%; with 100% employer match about $95,938 at 4% or $63,958 at 6%.
201815$136,493$48,624$9,725iApproximate average salary by contribution assumption: employee only about $243,120 at 4% or $162,080 at 6%; with 50% employer match about $162,080 at 4% or $108,053 at 6%; with 100% employer match about $121,560 at 4% or $81,040 at 6%.
Milestone Financial Group Inc. 401(K) Plan-5$136,493$48,624$9,725iApproximate average salary by contribution assumption: employee only about $243,120 at 4% or $162,080 at 6%; with 50% employer match about $162,080 at 4% or $108,053 at 6%; with 100% employer match about $121,560 at 4% or $81,040 at 6%.
201717$128,975$42,084$6,012iApproximate average salary by contribution assumption: employee only about $150,300 at 4% or $100,200 at 6%; with 50% employer match about $100,200 at 4% or $66,800 at 6%; with 100% employer match about $75,150 at 4% or $50,100 at 6%.
Milestone Financial Group Inc. 401(K) Plan-7$128,975$42,084$6,012iApproximate average salary by contribution assumption: employee only about $150,300 at 4% or $100,200 at 6%; with 50% employer match about $100,200 at 4% or $66,800 at 6%; with 100% employer match about $75,150 at 4% or $50,100 at 6%.
201617$73,287$31,811$4,544iApproximate average salary by contribution assumption: employee only about $113,611 at 4% or $75,740 at 6%; with 50% employer match about $75,740 at 4% or $50,494 at 6%; with 100% employer match about $56,805 at 4% or $37,870 at 6%.
Milestone Financial Group Inc. 401(K) Plan-7$73,287$31,811$4,544iApproximate average salary by contribution assumption: employee only about $113,611 at 4% or $75,740 at 6%; with 50% employer match about $75,740 at 4% or $50,494 at 6%; with 100% employer match about $56,805 at 4% or $37,870 at 6%.
201517$37,683$29,100$4,157iApproximate average salary by contribution assumption: employee only about $103,929 at 4% or $69,286 at 6%; with 50% employer match about $69,286 at 4% or $46,190 at 6%; with 100% employer match about $51,964 at 4% or $34,643 at 6%.
Milestone Financial Group Inc. 401(K) Plan-7$37,683$29,100$4,157iApproximate average salary by contribution assumption: employee only about $103,929 at 4% or $69,286 at 6%; with 50% employer match about $69,286 at 4% or $46,190 at 6%; with 100% employer match about $51,964 at 4% or $34,643 at 6%.
201416$9,443$9,352$1,559iApproximate average salary by contribution assumption: employee only about $38,967 at 4% or $25,978 at 6%; with 50% employer match about $25,978 at 4% or $17,319 at 6%; with 100% employer match about $19,483 at 4% or $12,989 at 6%.
Milestone Financial Group Inc. 401(K) Plan-6$9,443$9,352$1,559iApproximate average salary by contribution assumption: employee only about $38,967 at 4% or $25,978 at 6%; with 50% employer match about $25,978 at 4% or $17,319 at 6%; with 100% employer match about $19,483 at 4% or $12,989 at 6%.