Civic Intelligence

Milton Cost Advisors Inc.

Plan context: Milton Cost Advisors Inc. 401K Profit Sharing Plan

EIN 84-4061139 • 5 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$31,220

2024 Contributions

$87,891

Historical Graphs

Total Assets Over Time

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

$87,915$43,958$0202020222024YearValue
$31,220Latest year 2024

Participants Over Time

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

110202020222024YearValue
1Latest 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
202411$31,220$0-
Milton Cost Advisors Inc. 401K Profit Sharing Plan-1$31,220--
202311$31,102$0-
Milton Cost Advisors Inc. 401K Profit Sharing Plan-1$31,102--
202211$30,963$0-
Milton Cost Advisors Inc. 401K Profit Sharing Plan-1$30,963--
202111$30,918$0-
Milton Cost Advisors Inc. 401K Profit Sharing Plan-1$30,918--
202011$87,915$87,891$87,891iApproximate average salary by contribution assumption: employee only about $2,197,275 at 4% or $1,464,850 at 6%; with 50% employer match about $1,464,850 at 4% or $976,567 at 6%; with 100% employer match about $1,098,638 at 4% or $732,425 at 6%.
Milton Cost Advisors Inc. 401K Profit Sharing Plan-1$87,915$87,891$87,891iApproximate average salary by contribution assumption: employee only about $2,197,275 at 4% or $1,464,850 at 6%; with 50% employer match about $1,464,850 at 4% or $976,567 at 6%; with 100% employer match about $1,098,638 at 4% or $732,425 at 6%.
Milton Cost Advisors Inc. | EIN 84-4061139 | 2024 Form 5500 Company Profile