Dr. Kelsey Milbert, P.A.
Plan context: Dr. Kelsey Milbert, P.A. Employee 401(K) Plan
EIN 85-3018091 • St Joseph, MN • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,146,379
2024 Contributions
$58,979
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $1,146,379 | $58,979 | $4,213iApproximate average salary by contribution assumption: employee only about $105,320 at 4% or $70,213 at 6%; with 50% employer match about $70,213 at 4% or $46,809 at 6%; with 100% employer match about $52,660 at 4% or $35,107 at 6%. |
| Dr. Kelsey Milbert, P.A. Employee 401(K) Plan | - | 14 | $1,146,379 | $58,979 | $4,213iApproximate average salary by contribution assumption: employee only about $105,320 at 4% or $70,213 at 6%; with 50% employer match about $70,213 at 4% or $46,809 at 6%; with 100% employer match about $52,660 at 4% or $35,107 at 6%. |
| 2023 | 1 | 13 | $991,920 | $41,716 | $3,209iApproximate average salary by contribution assumption: employee only about $80,223 at 4% or $53,482 at 6%; with 50% employer match about $53,482 at 4% or $35,655 at 6%; with 100% employer match about $40,112 at 4% or $26,741 at 6%. |
| Dr. Kelsey Milbert, P.A. Employee 401(K) Plan | - | 13 | $991,920 | $41,716 | $3,209iApproximate average salary by contribution assumption: employee only about $80,223 at 4% or $53,482 at 6%; with 50% employer match about $53,482 at 4% or $35,655 at 6%; with 100% employer match about $40,112 at 4% or $26,741 at 6%. |
| 2022 | 1 | 12 | $895,170 | $114,456 | $9,538iApproximate average salary by contribution assumption: employee only about $238,450 at 4% or $158,967 at 6%; with 50% employer match about $158,967 at 4% or $105,978 at 6%; with 100% employer match about $119,225 at 4% or $79,483 at 6%. |
| Dr. Kelsey Milbert, P.A. Employee 401(K) Plan | - | 12 | $895,170 | $114,456 | $9,538iApproximate average salary by contribution assumption: employee only about $238,450 at 4% or $158,967 at 6%; with 50% employer match about $158,967 at 4% or $105,978 at 6%; with 100% employer match about $119,225 at 4% or $79,483 at 6%. |
| 2021 | 1 | 12 | $1,304,845 | $29,102 | $2,425iApproximate average salary by contribution assumption: employee only about $60,629 at 4% or $40,419 at 6%; with 50% employer match about $40,419 at 4% or $26,946 at 6%; with 100% employer match about $30,315 at 4% or $20,210 at 6%. |
| Dr. Kelsey Milbert, P.A. Employee 401(K) Plan | - | 12 | $1,304,845 | $29,102 | $2,425iApproximate average salary by contribution assumption: employee only about $60,629 at 4% or $40,419 at 6%; with 50% employer match about $40,419 at 4% or $26,946 at 6%; with 100% employer match about $30,315 at 4% or $20,210 at 6%. |