Civic Intelligence

Milward Funeral Directors

Plan context: Milward Funeral Directors Inc. Profit Sharing Plan and Trust

EIN 61-0889933 • Lexington, KY • 31 filings • 4 plans

159 N. BroadwayLexington, KY 40507
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,426,798

2024 Contributions

$320,981

Historical Graphs

Total Assets Over Time

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

$4,426,798$2,213,399$0199920152024YearValue
$4,426,798Latest year 2024

Participants Over Time

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

25130199920122024YearValue
17Latest 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
2024217$4,426,798$320,981$18,881iApproximate average salary by contribution assumption: employee only about $472,031 at 4% or $314,687 at 6%; with 50% employer match about $314,687 at 4% or $209,792 at 6%; with 100% employer match about $236,015 at 4% or $157,344 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-17$4,406,021$219,157$12,892iApproximate average salary by contribution assumption: employee only about $322,290 at 4% or $214,860 at 6%; with 50% employer match about $214,860 at 4% or $143,240 at 6%; with 100% employer match about $161,145 at 4% or $107,430 at 6%.
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN-9$20,777$101,824$11,314iApproximate average salary by contribution assumption: employee only about $282,844 at 4% or $188,563 at 6%; with 50% employer match about $188,563 at 4% or $125,709 at 6%; with 100% employer match about $141,422 at 4% or $94,281 at 6%.
2023215$4,046,320$308,011$20,534iApproximate average salary by contribution assumption: employee only about $513,352 at 4% or $342,234 at 6%; with 50% employer match about $342,234 at 4% or $228,156 at 6%; with 100% employer match about $256,676 at 4% or $171,117 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-15$4,027,425$211,971$14,131iApproximate average salary by contribution assumption: employee only about $353,285 at 4% or $235,523 at 6%; with 50% employer match about $235,523 at 4% or $157,016 at 6%; with 100% employer match about $176,643 at 4% or $117,762 at 6%.
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN-10$18,895$96,040$9,604iApproximate average salary by contribution assumption: employee only about $240,100 at 4% or $160,067 at 6%; with 50% employer match about $160,067 at 4% or $106,711 at 6%; with 100% employer match about $120,050 at 4% or $80,033 at 6%.
2022217$3,976,261$288,396$16,964iApproximate average salary by contribution assumption: employee only about $424,112 at 4% or $282,741 at 6%; with 50% employer match about $282,741 at 4% or $188,494 at 6%; with 100% employer match about $212,056 at 4% or $141,371 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-17$3,961,862$194,104$11,418iApproximate average salary by contribution assumption: employee only about $285,447 at 4% or $190,298 at 6%; with 50% employer match about $190,298 at 4% or $126,865 at 6%; with 100% employer match about $142,724 at 4% or $95,149 at 6%.
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN-12$14,399$94,292$7,858iApproximate average salary by contribution assumption: employee only about $196,442 at 4% or $130,961 at 6%; with 50% employer match about $130,961 at 4% or $87,307 at 6%; with 100% employer match about $98,221 at 4% or $65,481 at 6%.
2021217$3,842,570$264,182$15,540iApproximate average salary by contribution assumption: employee only about $388,503 at 4% or $259,002 at 6%; with 50% employer match about $259,002 at 4% or $172,668 at 6%; with 100% employer match about $194,251 at 4% or $129,501 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-17$3,831,199$171,375$10,081iApproximate average salary by contribution assumption: employee only about $252,022 at 4% or $168,015 at 6%; with 50% employer match about $168,015 at 4% or $112,010 at 6%; with 100% employer match about $126,011 at 4% or $84,007 at 6%.
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN-13$11,371$92,807$7,139iApproximate average salary by contribution assumption: employee only about $178,475 at 4% or $118,983 at 6%; with 50% employer match about $118,983 at 4% or $79,322 at 6%; with 100% employer match about $89,238 at 4% or $59,492 at 6%.
2020219$4,207,353$277,570$14,609iApproximate average salary by contribution assumption: employee only about $365,224 at 4% or $243,482 at 6%; with 50% employer match about $243,482 at 4% or $162,322 at 6%; with 100% employer match about $182,612 at 4% or $121,741 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-19$4,199,524$198,785$10,462iApproximate average salary by contribution assumption: employee only about $261,559 at 4% or $174,373 at 6%; with 50% employer match about $174,373 at 4% or $116,249 at 6%; with 100% employer match about $130,780 at 4% or $87,186 at 6%.
MILWARD FUNERAL DIRECTORS, INC. CBS BENEFIT PLAN-13$7,829$78,785$6,060iApproximate average salary by contribution assumption: employee only about $151,510 at 4% or $101,006 at 6%; with 50% employer match about $101,006 at 4% or $67,338 at 6%; with 100% employer match about $75,755 at 4% or $50,503 at 6%.
2019120$3,137,335$103,904$5,195iApproximate average salary by contribution assumption: employee only about $129,880 at 4% or $86,587 at 6%; with 50% employer match about $86,587 at 4% or $57,724 at 6%; with 100% employer match about $64,940 at 4% or $43,293 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-20$3,137,335$103,904$5,195iApproximate average salary by contribution assumption: employee only about $129,880 at 4% or $86,587 at 6%; with 50% employer match about $86,587 at 4% or $57,724 at 6%; with 100% employer match about $64,940 at 4% or $43,293 at 6%.
2018121$3,356,442$105,465$5,022iApproximate average salary by contribution assumption: employee only about $125,554 at 4% or $83,702 at 6%; with 50% employer match about $83,702 at 4% or $55,802 at 6%; with 100% employer match about $62,777 at 4% or $41,851 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-21$3,356,442$105,465$5,022iApproximate average salary by contribution assumption: employee only about $125,554 at 4% or $83,702 at 6%; with 50% employer match about $83,702 at 4% or $55,802 at 6%; with 100% employer match about $62,777 at 4% or $41,851 at 6%.
2017119$3,666,219$130,585$6,873iApproximate average salary by contribution assumption: employee only about $171,822 at 4% or $114,548 at 6%; with 50% employer match about $114,548 at 4% or $76,365 at 6%; with 100% employer match about $85,911 at 4% or $57,274 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-19$3,666,219$130,585$6,873iApproximate average salary by contribution assumption: employee only about $171,822 at 4% or $114,548 at 6%; with 50% employer match about $114,548 at 4% or $76,365 at 6%; with 100% employer match about $85,911 at 4% or $57,274 at 6%.
2016119$3,504,456$115,100$6,058iApproximate average salary by contribution assumption: employee only about $151,447 at 4% or $100,965 at 6%; with 50% employer match about $100,965 at 4% or $67,310 at 6%; with 100% employer match about $75,724 at 4% or $50,482 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-19$3,504,456$115,100$6,058iApproximate average salary by contribution assumption: employee only about $151,447 at 4% or $100,965 at 6%; with 50% employer match about $100,965 at 4% or $67,310 at 6%; with 100% employer match about $75,724 at 4% or $50,482 at 6%.
2015118$3,182,636$162,545$9,030iApproximate average salary by contribution assumption: employee only about $225,757 at 4% or $150,505 at 6%; with 50% employer match about $150,505 at 4% or $100,336 at 6%; with 100% employer match about $112,878 at 4% or $75,252 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-18$3,182,636$162,545$9,030iApproximate average salary by contribution assumption: employee only about $225,757 at 4% or $150,505 at 6%; with 50% employer match about $150,505 at 4% or $100,336 at 6%; with 100% employer match about $112,878 at 4% or $75,252 at 6%.
2014118$3,669,119$83,866$4,659iApproximate average salary by contribution assumption: employee only about $116,481 at 4% or $77,654 at 6%; with 50% employer match about $77,654 at 4% or $51,769 at 6%; with 100% employer match about $58,240 at 4% or $38,827 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-18$3,669,119$83,866$4,659iApproximate average salary by contribution assumption: employee only about $116,481 at 4% or $77,654 at 6%; with 50% employer match about $77,654 at 4% or $51,769 at 6%; with 100% employer match about $58,240 at 4% or $38,827 at 6%.
2013119$3,625,656$141,546$7,450iApproximate average salary by contribution assumption: employee only about $186,245 at 4% or $124,163 at 6%; with 50% employer match about $124,163 at 4% or $82,775 at 6%; with 100% employer match about $93,122 at 4% or $62,082 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-19$3,625,656$141,546$7,450iApproximate average salary by contribution assumption: employee only about $186,245 at 4% or $124,163 at 6%; with 50% employer match about $124,163 at 4% or $82,775 at 6%; with 100% employer match about $93,122 at 4% or $62,082 at 6%.
2012119$3,368,019$140,865$7,414iApproximate average salary by contribution assumption: employee only about $185,349 at 4% or $123,566 at 6%; with 50% employer match about $123,566 at 4% or $82,377 at 6%; with 100% employer match about $92,674 at 4% or $61,783 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-19$3,368,019$140,865$7,414iApproximate average salary by contribution assumption: employee only about $185,349 at 4% or $123,566 at 6%; with 50% employer match about $123,566 at 4% or $82,377 at 6%; with 100% employer match about $92,674 at 4% or $61,783 at 6%.
2011120$2,886,602$144,717$7,236iApproximate average salary by contribution assumption: employee only about $180,896 at 4% or $120,598 at 6%; with 50% employer match about $120,598 at 4% or $80,398 at 6%; with 100% employer match about $90,448 at 4% or $60,299 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-20$2,886,602$144,717$7,236iApproximate average salary by contribution assumption: employee only about $180,896 at 4% or $120,598 at 6%; with 50% employer match about $120,598 at 4% or $80,398 at 6%; with 100% employer match about $90,448 at 4% or $60,299 at 6%.
2010119$2,801,867$134,365$7,072iApproximate average salary by contribution assumption: employee only about $176,796 at 4% or $117,864 at 6%; with 50% employer match about $117,864 at 4% or $78,576 at 6%; with 100% employer match about $88,398 at 4% or $58,932 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-19$2,801,867$134,365$7,072iApproximate average salary by contribution assumption: employee only about $176,796 at 4% or $117,864 at 6%; with 50% employer match about $117,864 at 4% or $78,576 at 6%; with 100% employer match about $88,398 at 4% or $58,932 at 6%.
2009118$2,539,510$132,941$7,386iApproximate average salary by contribution assumption: employee only about $184,640 at 4% or $123,094 at 6%; with 50% employer match about $123,094 at 4% or $82,062 at 6%; with 100% employer match about $92,320 at 4% or $61,547 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-18$2,539,510$132,941$7,386iApproximate average salary by contribution assumption: employee only about $184,640 at 4% or $123,094 at 6%; with 50% employer match about $123,094 at 4% or $82,062 at 6%; with 100% employer match about $92,320 at 4% or $61,547 at 6%.
2008120$0$0-
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-20---
2007121$0$0-
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-21---
2006121$3,845,717$152,797$7,276iApproximate average salary by contribution assumption: employee only about $181,901 at 4% or $121,267 at 6%; with 50% employer match about $121,267 at 4% or $80,845 at 6%; with 100% employer match about $90,951 at 4% or $60,634 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-21$3,845,717$152,797$7,276iApproximate average salary by contribution assumption: employee only about $181,901 at 4% or $121,267 at 6%; with 50% employer match about $121,267 at 4% or $80,845 at 6%; with 100% employer match about $90,951 at 4% or $60,634 at 6%.
2005120$3,565,188$147,240$7,362iApproximate average salary by contribution assumption: employee only about $184,050 at 4% or $122,700 at 6%; with 50% employer match about $122,700 at 4% or $81,800 at 6%; with 100% employer match about $92,025 at 4% or $61,350 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-20$3,565,188$147,240$7,362iApproximate average salary by contribution assumption: employee only about $184,050 at 4% or $122,700 at 6%; with 50% employer match about $122,700 at 4% or $81,800 at 6%; with 100% employer match about $92,025 at 4% or $61,350 at 6%.
2004119$3,743,001$143,133$7,533iApproximate average salary by contribution assumption: employee only about $188,333 at 4% or $125,555 at 6%; with 50% employer match about $125,555 at 4% or $83,704 at 6%; with 100% employer match about $94,166 at 4% or $62,778 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-19$3,743,001$143,133$7,533iApproximate average salary by contribution assumption: employee only about $188,333 at 4% or $125,555 at 6%; with 50% employer match about $125,555 at 4% or $83,704 at 6%; with 100% employer match about $94,166 at 4% or $62,778 at 6%.
2003122$0$0-
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-22---
2002122$0$0-
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-22---
2001123$0$0-
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-23---
2000125$0$0-
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-25---
1999125$2,650,515$90,000$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
Milward Funeral Directors Inc. Profit Sharing Plan and Trust-25$2,650,515$90,000$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.