Civic Intelligence

The Milton Agency

Plan context: The Milton Agency 401 (K) Profit Sharing Plan & Trust

EIN 58-2066945 • Roswell, GA • 23 filings • 9 plans

1001 Alpharetta StRoswell, GA 30075-7218
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,477

2024 Contributions

$424

Historical Graphs

Total Assets Over Time

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

$1,553,966$776,983$0199920132023YearValue
$1,477Latest year 2023

Participants Over Time

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

22110199920132023YearValue
1Latest year 2023

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
202410$0$0-
The Milton Agency 401 (K) Profit Sharing Plan & Trust-----
202311$1,477$0-
The Milton Agency 401 (K) Profit Sharing Plan & Trust-1$1,477--
202211$1,291$424$424iApproximate average salary by contribution assumption: employee only about $10,600 at 4% or $7,067 at 6%; with 50% employer match about $7,067 at 4% or $4,711 at 6%; with 100% employer match about $5,300 at 4% or $3,533 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-1$1,291$424$424iApproximate average salary by contribution assumption: employee only about $10,600 at 4% or $7,067 at 6%; with 50% employer match about $7,067 at 4% or $4,711 at 6%; with 100% employer match about $5,300 at 4% or $3,533 at 6%.
2021111$496,871$41,543$3,777iApproximate average salary by contribution assumption: employee only about $94,416 at 4% or $62,944 at 6%; with 50% employer match about $62,944 at 4% or $41,963 at 6%; with 100% employer match about $47,208 at 4% or $31,472 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-11$496,871$41,543$3,777iApproximate average salary by contribution assumption: employee only about $94,416 at 4% or $62,944 at 6%; with 50% employer match about $62,944 at 4% or $41,963 at 6%; with 100% employer match about $47,208 at 4% or $31,472 at 6%.
2020111$545,297$46,585$4,235iApproximate average salary by contribution assumption: employee only about $105,875 at 4% or $70,583 at 6%; with 50% employer match about $70,583 at 4% or $47,056 at 6%; with 100% employer match about $52,938 at 4% or $35,292 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-11$545,297$46,585$4,235iApproximate average salary by contribution assumption: employee only about $105,875 at 4% or $70,583 at 6%; with 50% employer match about $70,583 at 4% or $47,056 at 6%; with 100% employer match about $52,938 at 4% or $35,292 at 6%.
2019112$577,622$57,847$4,821iApproximate average salary by contribution assumption: employee only about $120,515 at 4% or $80,343 at 6%; with 50% employer match about $80,343 at 4% or $53,562 at 6%; with 100% employer match about $60,257 at 4% or $40,172 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-12$577,622$57,847$4,821iApproximate average salary by contribution assumption: employee only about $120,515 at 4% or $80,343 at 6%; with 50% employer match about $80,343 at 4% or $53,562 at 6%; with 100% employer match about $60,257 at 4% or $40,172 at 6%.
2018111$1,067,131$65,283$5,935iApproximate average salary by contribution assumption: employee only about $148,370 at 4% or $98,914 at 6%; with 50% employer match about $98,914 at 4% or $65,942 at 6%; with 100% employer match about $74,185 at 4% or $49,457 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-11$1,067,131$65,283$5,935iApproximate average salary by contribution assumption: employee only about $148,370 at 4% or $98,914 at 6%; with 50% employer match about $98,914 at 4% or $65,942 at 6%; with 100% employer match about $74,185 at 4% or $49,457 at 6%.
2017111$1,174,467$53,342$4,849iApproximate average salary by contribution assumption: employee only about $121,232 at 4% or $80,821 at 6%; with 50% employer match about $80,821 at 4% or $53,881 at 6%; with 100% employer match about $60,616 at 4% or $40,411 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-11$1,174,467$53,342$4,849iApproximate average salary by contribution assumption: employee only about $121,232 at 4% or $80,821 at 6%; with 50% employer match about $80,821 at 4% or $53,881 at 6%; with 100% employer match about $60,616 at 4% or $40,411 at 6%.
2016114$1,058,953$85,277$6,091iApproximate average salary by contribution assumption: employee only about $152,280 at 4% or $101,520 at 6%; with 50% employer match about $101,520 at 4% or $67,680 at 6%; with 100% employer match about $76,140 at 4% or $50,760 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-14$1,058,953$85,277$6,091iApproximate average salary by contribution assumption: employee only about $152,280 at 4% or $101,520 at 6%; with 50% employer match about $101,520 at 4% or $67,680 at 6%; with 100% employer match about $76,140 at 4% or $50,760 at 6%.
2015118$1,487,358$120,112$6,673iApproximate average salary by contribution assumption: employee only about $166,822 at 4% or $111,215 at 6%; with 50% employer match about $111,215 at 4% or $74,143 at 6%; with 100% employer match about $83,411 at 4% or $55,607 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-18$1,487,358$120,112$6,673iApproximate average salary by contribution assumption: employee only about $166,822 at 4% or $111,215 at 6%; with 50% employer match about $111,215 at 4% or $74,143 at 6%; with 100% employer match about $83,411 at 4% or $55,607 at 6%.
2014121$1,553,966$128,213$6,105iApproximate average salary by contribution assumption: employee only about $152,635 at 4% or $101,756 at 6%; with 50% employer match about $101,756 at 4% or $67,838 at 6%; with 100% employer match about $76,317 at 4% or $50,878 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-21$1,553,966$128,213$6,105iApproximate average salary by contribution assumption: employee only about $152,635 at 4% or $101,756 at 6%; with 50% employer match about $101,756 at 4% or $67,838 at 6%; with 100% employer match about $76,317 at 4% or $50,878 at 6%.
2013119$1,402,386$118,080$6,215iApproximate average salary by contribution assumption: employee only about $155,368 at 4% or $103,579 at 6%; with 50% employer match about $103,579 at 4% or $69,053 at 6%; with 100% employer match about $77,684 at 4% or $51,789 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-19$1,402,386$118,080$6,215iApproximate average salary by contribution assumption: employee only about $155,368 at 4% or $103,579 at 6%; with 50% employer match about $103,579 at 4% or $69,053 at 6%; with 100% employer match about $77,684 at 4% or $51,789 at 6%.
2012117$1,064,594$111,716$6,572iApproximate average salary by contribution assumption: employee only about $164,288 at 4% or $109,525 at 6%; with 50% employer match about $109,525 at 4% or $73,017 at 6%; with 100% employer match about $82,144 at 4% or $54,763 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-17$1,064,594$111,716$6,572iApproximate average salary by contribution assumption: employee only about $164,288 at 4% or $109,525 at 6%; with 50% employer match about $109,525 at 4% or $73,017 at 6%; with 100% employer match about $82,144 at 4% or $54,763 at 6%.
2011122$1,094,285$119,182$5,417iApproximate average salary by contribution assumption: employee only about $135,434 at 4% or $90,289 at 6%; with 50% employer match about $90,289 at 4% or $60,193 at 6%; with 100% employer match about $67,717 at 4% or $45,145 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-22$1,094,285$119,182$5,417iApproximate average salary by contribution assumption: employee only about $135,434 at 4% or $90,289 at 6%; with 50% employer match about $90,289 at 4% or $60,193 at 6%; with 100% employer match about $67,717 at 4% or $45,145 at 6%.
2010122$1,121,819$113,024$5,137iApproximate average salary by contribution assumption: employee only about $128,436 at 4% or $85,624 at 6%; with 50% employer match about $85,624 at 4% or $57,083 at 6%; with 100% employer match about $64,218 at 4% or $42,812 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-22$1,121,819$113,024$5,137iApproximate average salary by contribution assumption: employee only about $128,436 at 4% or $85,624 at 6%; with 50% employer match about $85,624 at 4% or $57,083 at 6%; with 100% employer match about $64,218 at 4% or $42,812 at 6%.
2009120$1,076,169$124,278$6,214iApproximate average salary by contribution assumption: employee only about $155,348 at 4% or $103,565 at 6%; with 50% employer match about $103,565 at 4% or $69,043 at 6%; with 100% employer match about $77,674 at 4% or $51,783 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-20$1,076,169$124,278$6,214iApproximate average salary by contribution assumption: employee only about $155,348 at 4% or $103,565 at 6%; with 50% employer match about $103,565 at 4% or $69,043 at 6%; with 100% employer match about $77,674 at 4% or $51,783 at 6%.
2008117$751,535$124,674$7,334iApproximate average salary by contribution assumption: employee only about $183,344 at 4% or $122,229 at 6%; with 50% employer match about $122,229 at 4% or $81,486 at 6%; with 100% employer match about $91,672 at 4% or $61,115 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-17$751,535$124,674$7,334iApproximate average salary by contribution assumption: employee only about $183,344 at 4% or $122,229 at 6%; with 50% employer match about $122,229 at 4% or $81,486 at 6%; with 100% employer match about $91,672 at 4% or $61,115 at 6%.
2007114$1,089,426$115,125$8,223iApproximate average salary by contribution assumption: employee only about $205,580 at 4% or $137,054 at 6%; with 50% employer match about $137,054 at 4% or $91,369 at 6%; with 100% employer match about $102,790 at 4% or $68,527 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-14$1,089,426$115,125$8,223iApproximate average salary by contribution assumption: employee only about $205,580 at 4% or $137,054 at 6%; with 50% employer match about $137,054 at 4% or $91,369 at 6%; with 100% employer match about $102,790 at 4% or $68,527 at 6%.
2006113$967,804$111,715$8,593iApproximate average salary by contribution assumption: employee only about $214,837 at 4% or $143,224 at 6%; with 50% employer match about $143,224 at 4% or $95,483 at 6%; with 100% employer match about $107,418 at 4% or $71,612 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-13$967,804$111,715$8,593iApproximate average salary by contribution assumption: employee only about $214,837 at 4% or $143,224 at 6%; with 50% employer match about $143,224 at 4% or $95,483 at 6%; with 100% employer match about $107,418 at 4% or $71,612 at 6%.
2005113$722,587$633,566$48,736iApproximate average salary by contribution assumption: employee only about $1,218,396 at 4% or $812,264 at 6%; with 50% employer match about $812,264 at 4% or $541,509 at 6%; with 100% employer match about $609,198 at 4% or $406,132 at 6%.
The Milton Agency 401 (K) Profit Sharing Plan & Trust-13$722,587$633,566$48,736iApproximate average salary by contribution assumption: employee only about $1,218,396 at 4% or $812,264 at 6%; with 50% employer match about $812,264 at 4% or $541,509 at 6%; with 100% employer match about $609,198 at 4% or $406,132 at 6%.
200119$235,647$53,550$5,950iApproximate average salary by contribution assumption: employee only about $148,750 at 4% or $99,167 at 6%; with 50% employer match about $99,167 at 4% or $66,111 at 6%; with 100% employer match about $74,375 at 4% or $49,583 at 6%.
Charsan Associates Inc. 401K Profit Sharing Plan-9$235,647$53,550$5,950iApproximate average salary by contribution assumption: employee only about $148,750 at 4% or $99,167 at 6%; with 50% employer match about $99,167 at 4% or $66,111 at 6%; with 100% employer match about $74,375 at 4% or $49,583 at 6%.
2000110$214,515$35,723$3,572iApproximate average salary by contribution assumption: employee only about $89,308 at 4% or $59,538 at 6%; with 50% employer match about $59,538 at 4% or $39,692 at 6%; with 100% employer match about $44,654 at 4% or $29,769 at 6%.
Charsan Associates Inc. 401K Profit Sharing Plan-10$214,515$35,723$3,572iApproximate average salary by contribution assumption: employee only about $89,308 at 4% or $59,538 at 6%; with 50% employer match about $59,538 at 4% or $39,692 at 6%; with 100% employer match about $44,654 at 4% or $29,769 at 6%.
1999112$200,852$34,469$2,872iApproximate average salary by contribution assumption: employee only about $71,810 at 4% or $47,874 at 6%; with 50% employer match about $47,874 at 4% or $31,916 at 6%; with 100% employer match about $35,905 at 4% or $23,937 at 6%.
Charsan Associates Inc. 401K Profit Sharing Plan-12$200,852$34,469$2,872iApproximate average salary by contribution assumption: employee only about $71,810 at 4% or $47,874 at 6%; with 50% employer match about $47,874 at 4% or $31,916 at 6%; with 100% employer match about $35,905 at 4% or $23,937 at 6%.