Milestone Academic Planning LLC
Plan context: Milestone Academic Planning 401(K) Plan
EIN 47-1168880 • Boca Raton, FL • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$357,322
2024 Contributions
$45,759
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $357,322 | $45,759 | $15,253iApproximate average salary by contribution assumption: employee only about $381,325 at 4% or $254,217 at 6%; with 50% employer match about $254,217 at 4% or $169,478 at 6%; with 100% employer match about $190,663 at 4% or $127,108 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 3 | $357,322 | $45,759 | $15,253iApproximate average salary by contribution assumption: employee only about $381,325 at 4% or $254,217 at 6%; with 50% employer match about $254,217 at 4% or $169,478 at 6%; with 100% employer match about $190,663 at 4% or $127,108 at 6%. |
| 2023 | 1 | 3 | $269,974 | $38,505 | $12,835iApproximate average salary by contribution assumption: employee only about $320,875 at 4% or $213,917 at 6%; with 50% employer match about $213,917 at 4% or $142,611 at 6%; with 100% employer match about $160,438 at 4% or $106,958 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 3 | $269,974 | $38,505 | $12,835iApproximate average salary by contribution assumption: employee only about $320,875 at 4% or $213,917 at 6%; with 50% employer match about $213,917 at 4% or $142,611 at 6%; with 100% employer match about $160,438 at 4% or $106,958 at 6%. |
| 2022 | 1 | 5 | $223,494 | $49,080 | $9,816iApproximate average salary by contribution assumption: employee only about $245,400 at 4% or $163,600 at 6%; with 50% employer match about $163,600 at 4% or $109,067 at 6%; with 100% employer match about $122,700 at 4% or $81,800 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 5 | $223,494 | $49,080 | $9,816iApproximate average salary by contribution assumption: employee only about $245,400 at 4% or $163,600 at 6%; with 50% employer match about $163,600 at 4% or $109,067 at 6%; with 100% employer match about $122,700 at 4% or $81,800 at 6%. |
| 2021 | 1 | 5 | $217,735 | $36,628 | $7,326iApproximate average salary by contribution assumption: employee only about $183,140 at 4% or $122,093 at 6%; with 50% employer match about $122,093 at 4% or $81,396 at 6%; with 100% employer match about $91,570 at 4% or $61,047 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 5 | $217,735 | $36,628 | $7,326iApproximate average salary by contribution assumption: employee only about $183,140 at 4% or $122,093 at 6%; with 50% employer match about $122,093 at 4% or $81,396 at 6%; with 100% employer match about $91,570 at 4% or $61,047 at 6%. |
| 2020 | 1 | 4 | $164,605 | $25,027 | $6,257iApproximate average salary by contribution assumption: employee only about $156,419 at 4% or $104,279 at 6%; with 50% employer match about $104,279 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,140 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 4 | $164,605 | $25,027 | $6,257iApproximate average salary by contribution assumption: employee only about $156,419 at 4% or $104,279 at 6%; with 50% employer match about $104,279 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,140 at 6%. |
| 2019 | 1 | 4 | $123,227 | $28,220 | $7,055iApproximate average salary by contribution assumption: employee only about $176,375 at 4% or $117,583 at 6%; with 50% employer match about $117,583 at 4% or $78,389 at 6%; with 100% employer match about $88,188 at 4% or $58,792 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 4 | $123,227 | $28,220 | $7,055iApproximate average salary by contribution assumption: employee only about $176,375 at 4% or $117,583 at 6%; with 50% employer match about $117,583 at 4% or $78,389 at 6%; with 100% employer match about $88,188 at 4% or $58,792 at 6%. |
| 2018 | 1 | 4 | $76,814 | $29,519 | $7,380iApproximate average salary by contribution assumption: employee only about $184,494 at 4% or $122,996 at 6%; with 50% employer match about $122,996 at 4% or $81,997 at 6%; with 100% employer match about $92,247 at 4% or $61,498 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 4 | $76,814 | $29,519 | $7,380iApproximate average salary by contribution assumption: employee only about $184,494 at 4% or $122,996 at 6%; with 50% employer match about $122,996 at 4% or $81,997 at 6%; with 100% employer match about $92,247 at 4% or $61,498 at 6%. |
| 2017 | 1 | 3 | $55,607 | $22,287 | $7,429iApproximate average salary by contribution assumption: employee only about $185,725 at 4% or $123,817 at 6%; with 50% employer match about $123,817 at 4% or $82,544 at 6%; with 100% employer match about $92,863 at 4% or $61,908 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 3 | $55,607 | $22,287 | $7,429iApproximate average salary by contribution assumption: employee only about $185,725 at 4% or $123,817 at 6%; with 50% employer match about $123,817 at 4% or $82,544 at 6%; with 100% employer match about $92,863 at 4% or $61,908 at 6%. |
| 2016 | 1 | 4 | $31,846 | $22,361 | $5,590iApproximate average salary by contribution assumption: employee only about $139,756 at 4% or $93,171 at 6%; with 50% employer match about $93,171 at 4% or $62,114 at 6%; with 100% employer match about $69,878 at 4% or $46,585 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 4 | $31,846 | $22,361 | $5,590iApproximate average salary by contribution assumption: employee only about $139,756 at 4% or $93,171 at 6%; with 50% employer match about $93,171 at 4% or $62,114 at 6%; with 100% employer match about $69,878 at 4% or $46,585 at 6%. |
| 2015 | 1 | 4 | $7,846 | $7,919 | $1,980iApproximate average salary by contribution assumption: employee only about $49,494 at 4% or $32,996 at 6%; with 50% employer match about $32,996 at 4% or $21,997 at 6%; with 100% employer match about $24,747 at 4% or $16,498 at 6%. |
| Milestone Academic Planning 401(K) Plan | - | 4 | $7,846 | $7,919 | $1,980iApproximate average salary by contribution assumption: employee only about $49,494 at 4% or $32,996 at 6%; with 50% employer match about $32,996 at 4% or $21,997 at 6%; with 100% employer match about $24,747 at 4% or $16,498 at 6%. |