MILESTONES CHARTER SCHOOL
Plan context: MILESTONES CHARTER SCHOOL 401(K) PLAN
EIN 86-0958466 • Phoenix, AZ • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$582,458
2024 Contributions
$77,526
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 | 32 | $582,458 | $77,526 | $2,423iApproximate average salary by contribution assumption: employee only about $60,567 at 4% or $40,378 at 6%; with 50% employer match about $40,378 at 4% or $26,919 at 6%; with 100% employer match about $30,284 at 4% or $20,189 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 32 | $582,458 | $77,526 | $2,423iApproximate average salary by contribution assumption: employee only about $60,567 at 4% or $40,378 at 6%; with 50% employer match about $40,378 at 4% or $26,919 at 6%; with 100% employer match about $30,284 at 4% or $20,189 at 6%. |
| 2023 | 1 | 65 | $469,256 | $69,765 | $1,073iApproximate average salary by contribution assumption: employee only about $26,833 at 4% or $17,888 at 6%; with 50% employer match about $17,888 at 4% or $11,926 at 6%; with 100% employer match about $13,416 at 4% or $8,944 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 65 | $469,256 | $69,765 | $1,073iApproximate average salary by contribution assumption: employee only about $26,833 at 4% or $17,888 at 6%; with 50% employer match about $17,888 at 4% or $11,926 at 6%; with 100% employer match about $13,416 at 4% or $8,944 at 6%. |
| 2022 | 1 | 57 | $408,225 | $58,840 | $1,032iApproximate average salary by contribution assumption: employee only about $25,807 at 4% or $17,205 at 6%; with 50% employer match about $17,205 at 4% or $11,470 at 6%; with 100% employer match about $12,904 at 4% or $8,602 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 57 | $408,225 | $58,840 | $1,032iApproximate average salary by contribution assumption: employee only about $25,807 at 4% or $17,205 at 6%; with 50% employer match about $17,205 at 4% or $11,470 at 6%; with 100% employer match about $12,904 at 4% or $8,602 at 6%. |
| 2021 | 1 | 53 | $435,624 | $40,359 | $761iApproximate average salary by contribution assumption: employee only about $19,037 at 4% or $12,692 at 6%; with 50% employer match about $12,692 at 4% or $8,461 at 6%; with 100% employer match about $9,519 at 4% or $6,346 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 53 | $435,624 | $40,359 | $761iApproximate average salary by contribution assumption: employee only about $19,037 at 4% or $12,692 at 6%; with 50% employer match about $12,692 at 4% or $8,461 at 6%; with 100% employer match about $9,519 at 4% or $6,346 at 6%. |
| 2020 | 1 | 51 | $326,675 | $29,621 | $581iApproximate average salary by contribution assumption: employee only about $14,520 at 4% or $9,680 at 6%; with 50% employer match about $9,680 at 4% or $6,453 at 6%; with 100% employer match about $7,260 at 4% or $4,840 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 51 | $326,675 | $29,621 | $581iApproximate average salary by contribution assumption: employee only about $14,520 at 4% or $9,680 at 6%; with 50% employer match about $9,680 at 4% or $6,453 at 6%; with 100% employer match about $7,260 at 4% or $4,840 at 6%. |
| 2019 | 1 | 52 | $254,284 | $32,226 | $620iApproximate average salary by contribution assumption: employee only about $15,493 at 4% or $10,329 at 6%; with 50% employer match about $10,329 at 4% or $6,886 at 6%; with 100% employer match about $7,747 at 4% or $5,164 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 52 | $254,284 | $32,226 | $620iApproximate average salary by contribution assumption: employee only about $15,493 at 4% or $10,329 at 6%; with 50% employer match about $10,329 at 4% or $6,886 at 6%; with 100% employer match about $7,747 at 4% or $5,164 at 6%. |
| 2018 | 1 | 51 | $177,294 | $41,090 | $806iApproximate average salary by contribution assumption: employee only about $20,142 at 4% or $13,428 at 6%; with 50% employer match about $13,428 at 4% or $8,952 at 6%; with 100% employer match about $10,071 at 4% or $6,714 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 51 | $177,294 | $41,090 | $806iApproximate average salary by contribution assumption: employee only about $20,142 at 4% or $13,428 at 6%; with 50% employer match about $13,428 at 4% or $8,952 at 6%; with 100% employer match about $10,071 at 4% or $6,714 at 6%. |
| 2017 | 1 | 50 | $147,537 | $45,444 | $909iApproximate average salary by contribution assumption: employee only about $22,722 at 4% or $15,148 at 6%; with 50% employer match about $15,148 at 4% or $10,099 at 6%; with 100% employer match about $11,361 at 4% or $7,574 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 50 | $147,537 | $45,444 | $909iApproximate average salary by contribution assumption: employee only about $22,722 at 4% or $15,148 at 6%; with 50% employer match about $15,148 at 4% or $10,099 at 6%; with 100% employer match about $11,361 at 4% or $7,574 at 6%. |
| 2016 | 1 | 45 | $81,776 | $43,475 | $966iApproximate average salary by contribution assumption: employee only about $24,153 at 4% or $16,102 at 6%; with 50% employer match about $16,102 at 4% or $10,735 at 6%; with 100% employer match about $12,076 at 4% or $8,051 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 45 | $81,776 | $43,475 | $966iApproximate average salary by contribution assumption: employee only about $24,153 at 4% or $16,102 at 6%; with 50% employer match about $16,102 at 4% or $10,735 at 6%; with 100% employer match about $12,076 at 4% or $8,051 at 6%. |
| 2015 | 2 | 35 | $32,828 | $33,915 | $969iApproximate average salary by contribution assumption: employee only about $24,225 at 4% or $16,150 at 6%; with 50% employer match about $16,150 at 4% or $10,767 at 6%; with 100% employer match about $12,113 at 4% or $8,075 at 6%. |
| MILESTONES CHARTER SCHOOL 401(K) PLAN | - | 35 | $32,828 | $33,915 | $969iApproximate average salary by contribution assumption: employee only about $24,225 at 4% or $16,150 at 6%; with 50% employer match about $16,150 at 4% or $10,767 at 6%; with 100% employer match about $12,113 at 4% or $8,075 at 6%. |
| MILESTONES CHARTER SCHOOL 403(B) PLAN | - | 0 | $0 | - | - |
| 2014 | 1 | 4 | $104,199 | $5,967 | $1,492iApproximate average salary by contribution assumption: employee only about $37,294 at 4% or $24,863 at 6%; with 50% employer match about $24,863 at 4% or $16,575 at 6%; with 100% employer match about $18,647 at 4% or $12,431 at 6%. |
| MILESTONES CHARTER SCHOOL 403(B) PLAN | - | 4 | $104,199 | $5,967 | $1,492iApproximate average salary by contribution assumption: employee only about $37,294 at 4% or $24,863 at 6%; with 50% employer match about $24,863 at 4% or $16,575 at 6%; with 100% employer match about $18,647 at 4% or $12,431 at 6%. |
| 2013 | 1 | 4 | $96,339 | $11,935 | $2,984iApproximate average salary by contribution assumption: employee only about $74,594 at 4% or $49,729 at 6%; with 50% employer match about $49,729 at 4% or $33,153 at 6%; with 100% employer match about $37,297 at 4% or $24,865 at 6%. |
| MILESTONES CHARTER SCHOOL 403(B) PLAN | - | 4 | $96,339 | $11,935 | $2,984iApproximate average salary by contribution assumption: employee only about $74,594 at 4% or $49,729 at 6%; with 50% employer match about $49,729 at 4% or $33,153 at 6%; with 100% employer match about $37,297 at 4% or $24,865 at 6%. |
| 2012 | 1 | 5 | $84,493 | $18,373 | $3,675iApproximate average salary by contribution assumption: employee only about $91,865 at 4% or $61,243 at 6%; with 50% employer match about $61,243 at 4% or $40,829 at 6%; with 100% employer match about $45,933 at 4% or $30,622 at 6%. |
| MILESTONES CHARTER SCHOOL 403(B) PLAN | - | 5 | $84,493 | $18,373 | $3,675iApproximate average salary by contribution assumption: employee only about $91,865 at 4% or $61,243 at 6%; with 50% employer match about $61,243 at 4% or $40,829 at 6%; with 100% employer match about $45,933 at 4% or $30,622 at 6%. |
| 2011 | 1 | 6 | $64,790 | $17,493 | $2,916iApproximate average salary by contribution assumption: employee only about $72,888 at 4% or $48,592 at 6%; with 50% employer match about $48,592 at 4% or $32,394 at 6%; with 100% employer match about $36,444 at 4% or $24,296 at 6%. |
| MILESTONES CHARTER SCHOOL 403(B) PLAN | - | 6 | $64,790 | $17,493 | $2,916iApproximate average salary by contribution assumption: employee only about $72,888 at 4% or $48,592 at 6%; with 50% employer match about $48,592 at 4% or $32,394 at 6%; with 100% employer match about $36,444 at 4% or $24,296 at 6%. |
| 2010 | 1 | 6 | $47,572 | $20,089 | $3,348iApproximate average salary by contribution assumption: employee only about $83,704 at 4% or $55,803 at 6%; with 50% employer match about $55,803 at 4% or $37,202 at 6%; with 100% employer match about $41,852 at 4% or $27,901 at 6%. |
| MILESTONES CHARTER SCHOOL 403(B) PLAN | - | 6 | $47,572 | $20,089 | $3,348iApproximate average salary by contribution assumption: employee only about $83,704 at 4% or $55,803 at 6%; with 50% employer match about $55,803 at 4% or $37,202 at 6%; with 100% employer match about $41,852 at 4% or $27,901 at 6%. |
| 2009 | 1 | 7 | $22,189 | $11,109 | $1,587iApproximate average salary by contribution assumption: employee only about $39,675 at 4% or $26,450 at 6%; with 50% employer match about $26,450 at 4% or $17,633 at 6%; with 100% employer match about $19,838 at 4% or $13,225 at 6%. |
| MILESTONES CHARTER SCHOOL 403(B) PLAN | - | 7 | $22,189 | $11,109 | $1,587iApproximate average salary by contribution assumption: employee only about $39,675 at 4% or $26,450 at 6%; with 50% employer match about $26,450 at 4% or $17,633 at 6%; with 100% employer match about $19,838 at 4% or $13,225 at 6%. |