Civic Intelligence

Millstein & Co., L.P.

Plan context: Millstein & Co. 401(K) Retirement Plan

EIN 80-0784714 • Washington, DC • 13 filings • 1 plans

1717 Pennsylvania Ave NW Ste 333Washington, DC 20006-4614
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$421,827

2024 Contributions

$444,321

Historical Graphs

Total Assets Over Time

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

$3,387,687$1,693,844$0201220182024YearValue
$421,827Latest year 2024

Participants Over Time

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

54270201220162023YearValue
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$421,827$0-
Millstein & Co. 401(K) Retirement Plan-0$421,827--
202311$398,636$0-
Millstein & Co. 401(K) Retirement Plan-1$398,636--
202210$409,301$0-
Millstein & Co. 401(K) Retirement Plan-0$409,301--
2021127$2,623,217$0-
Millstein & Co. 401(K) Retirement Plan-27$2,623,217--
202010$2,367,054$0-
Millstein & Co. 401(K) Retirement Plan-0$2,367,054--
201910$2,175,643$0-
Millstein & Co. 401(K) Retirement Plan-0$2,175,643--
201810$3,102,254$444,321-
Millstein & Co. 401(K) Retirement Plan-0$3,102,254$444,321-
2017136$3,387,687$809,642$22,490iApproximate average salary by contribution assumption: employee only about $562,251 at 4% or $374,834 at 6%; with 50% employer match about $374,834 at 4% or $249,890 at 6%; with 100% employer match about $281,126 at 4% or $187,417 at 6%.
Millstein & Co. 401(K) Retirement Plan-36$3,387,687$809,642$22,490iApproximate average salary by contribution assumption: employee only about $562,251 at 4% or $374,834 at 6%; with 50% employer match about $374,834 at 4% or $249,890 at 6%; with 100% employer match about $281,126 at 4% or $187,417 at 6%.
2016154$2,525,200$814,051$15,075iApproximate average salary by contribution assumption: employee only about $376,875 at 4% or $251,250 at 6%; with 50% employer match about $251,250 at 4% or $167,500 at 6%; with 100% employer match about $188,438 at 4% or $125,625 at 6%.
Millstein & Co. 401(K) Retirement Plan-54$2,525,200$814,051$15,075iApproximate average salary by contribution assumption: employee only about $376,875 at 4% or $251,250 at 6%; with 50% employer match about $251,250 at 4% or $167,500 at 6%; with 100% employer match about $188,438 at 4% or $125,625 at 6%.
2015145$1,589,529$620,335$13,785iApproximate average salary by contribution assumption: employee only about $344,631 at 4% or $229,754 at 6%; with 50% employer match about $229,754 at 4% or $153,169 at 6%; with 100% employer match about $172,315 at 4% or $114,877 at 6%.
Millstein & Co. 401(K) Retirement Plan-45$1,589,529$620,335$13,785iApproximate average salary by contribution assumption: employee only about $344,631 at 4% or $229,754 at 6%; with 50% employer match about $229,754 at 4% or $153,169 at 6%; with 100% employer match about $172,315 at 4% or $114,877 at 6%.
2014129$1,068,678$407,519$14,052iApproximate average salary by contribution assumption: employee only about $351,309 at 4% or $234,206 at 6%; with 50% employer match about $234,206 at 4% or $156,138 at 6%; with 100% employer match about $175,655 at 4% or $117,103 at 6%.
Millstein & Co. 401(K) Retirement Plan-29$1,068,678$407,519$14,052iApproximate average salary by contribution assumption: employee only about $351,309 at 4% or $234,206 at 6%; with 50% employer match about $234,206 at 4% or $156,138 at 6%; with 100% employer match about $175,655 at 4% or $117,103 at 6%.
2013128$1,091,804$534,705$19,097iApproximate average salary by contribution assumption: employee only about $477,415 at 4% or $318,277 at 6%; with 50% employer match about $318,277 at 4% or $212,185 at 6%; with 100% employer match about $238,708 at 4% or $159,138 at 6%.
Millstein & Co. 401(K) Retirement Plan-28$1,091,804$534,705$19,097iApproximate average salary by contribution assumption: employee only about $477,415 at 4% or $318,277 at 6%; with 50% employer match about $318,277 at 4% or $212,185 at 6%; with 100% employer match about $238,708 at 4% or $159,138 at 6%.
201218$502,066$490,636$61,330iApproximate average salary by contribution assumption: employee only about $1,533,238 at 4% or $1,022,158 at 6%; with 50% employer match about $1,022,158 at 4% or $681,439 at 6%; with 100% employer match about $766,619 at 4% or $511,079 at 6%.
Millstein & Co. 401(K) Retirement Plan-8$502,066$490,636$61,330iApproximate average salary by contribution assumption: employee only about $1,533,238 at 4% or $1,022,158 at 6%; with 50% employer match about $1,022,158 at 4% or $681,439 at 6%; with 100% employer match about $766,619 at 4% or $511,079 at 6%.