Civic Intelligence

Miller, Helms & Folk, P.A.

Plan context: Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust

EIN 65-0229454 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

13

2008 Assets

$907,659

2008 Contributions

$137,338

Historical Graphs

Total Assets Over Time

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

$1,160,233$580,117$0199920042008YearValue
$907,659Latest year 2008

Participants Over Time

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

1470199920042008YearValue
13Latest year 2008

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
2008113$907,659$137,338$10,564iApproximate average salary by contribution assumption: employee only about $264,112 at 4% or $176,074 at 6%; with 50% employer match about $176,074 at 4% or $117,383 at 6%; with 100% employer match about $132,056 at 4% or $88,037 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-13$907,659$137,338$10,564iApproximate average salary by contribution assumption: employee only about $264,112 at 4% or $176,074 at 6%; with 50% employer match about $176,074 at 4% or $117,383 at 6%; with 100% employer match about $132,056 at 4% or $88,037 at 6%.
2007113$1,160,233$149,718$11,517iApproximate average salary by contribution assumption: employee only about $287,919 at 4% or $191,946 at 6%; with 50% employer match about $191,946 at 4% or $127,964 at 6%; with 100% employer match about $143,960 at 4% or $95,973 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-13$1,160,233$149,718$11,517iApproximate average salary by contribution assumption: employee only about $287,919 at 4% or $191,946 at 6%; with 50% employer match about $191,946 at 4% or $127,964 at 6%; with 100% employer match about $143,960 at 4% or $95,973 at 6%.
2006114$934,310$164,340$11,739iApproximate average salary by contribution assumption: employee only about $293,464 at 4% or $195,643 at 6%; with 50% employer match about $195,643 at 4% or $130,429 at 6%; with 100% employer match about $146,732 at 4% or $97,821 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-14$934,310$164,340$11,739iApproximate average salary by contribution assumption: employee only about $293,464 at 4% or $195,643 at 6%; with 50% employer match about $195,643 at 4% or $130,429 at 6%; with 100% employer match about $146,732 at 4% or $97,821 at 6%.
200519$666,683$105,404$11,712iApproximate average salary by contribution assumption: employee only about $292,789 at 4% or $195,193 at 6%; with 50% employer match about $195,193 at 4% or $130,128 at 6%; with 100% employer match about $146,394 at 4% or $97,596 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-9$666,683$105,404$11,712iApproximate average salary by contribution assumption: employee only about $292,789 at 4% or $195,193 at 6%; with 50% employer match about $195,193 at 4% or $130,128 at 6%; with 100% employer match about $146,394 at 4% or $97,596 at 6%.
200419$588,659$97,460$10,829iApproximate average salary by contribution assumption: employee only about $270,722 at 4% or $180,481 at 6%; with 50% employer match about $180,481 at 4% or $120,321 at 6%; with 100% employer match about $135,361 at 4% or $90,241 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-9$588,659$97,460$10,829iApproximate average salary by contribution assumption: employee only about $270,722 at 4% or $180,481 at 6%; with 50% employer match about $180,481 at 4% or $120,321 at 6%; with 100% employer match about $135,361 at 4% or $90,241 at 6%.
2003111$443,940$96,106$8,737iApproximate average salary by contribution assumption: employee only about $218,423 at 4% or $145,615 at 6%; with 50% employer match about $145,615 at 4% or $97,077 at 6%; with 100% employer match about $109,211 at 4% or $72,808 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-11$443,940$96,106$8,737iApproximate average salary by contribution assumption: employee only about $218,423 at 4% or $145,615 at 6%; with 50% employer match about $145,615 at 4% or $97,077 at 6%; with 100% employer match about $109,211 at 4% or $72,808 at 6%.
200219$297,935$77,256$8,584iApproximate average salary by contribution assumption: employee only about $214,600 at 4% or $143,067 at 6%; with 50% employer match about $143,067 at 4% or $95,378 at 6%; with 100% employer match about $107,300 at 4% or $71,533 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-9$297,935$77,256$8,584iApproximate average salary by contribution assumption: employee only about $214,600 at 4% or $143,067 at 6%; with 50% employer match about $143,067 at 4% or $95,378 at 6%; with 100% employer match about $107,300 at 4% or $71,533 at 6%.
200119$0$0-
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-9---
200017$286,457$58,394$8,342iApproximate average salary by contribution assumption: employee only about $208,550 at 4% or $139,033 at 6%; with 50% employer match about $139,033 at 4% or $92,689 at 6%; with 100% employer match about $104,275 at 4% or $69,517 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-7$286,457$58,394$8,342iApproximate average salary by contribution assumption: employee only about $208,550 at 4% or $139,033 at 6%; with 50% employer match about $139,033 at 4% or $92,689 at 6%; with 100% employer match about $104,275 at 4% or $69,517 at 6%.
199917$254,440$114,295$16,328iApproximate average salary by contribution assumption: employee only about $408,196 at 4% or $272,131 at 6%; with 50% employer match about $272,131 at 4% or $181,421 at 6%; with 100% employer match about $204,098 at 4% or $136,065 at 6%.
Miller, Helms & Folk, P.A. 401K Profit Sharing Plan and Trust-7$254,440$114,295$16,328iApproximate average salary by contribution assumption: employee only about $408,196 at 4% or $272,131 at 6%; with 50% employer match about $272,131 at 4% or $181,421 at 6%; with 100% employer match about $204,098 at 4% or $136,065 at 6%.