Civic Intelligence

Miller, Morton, Caillat & Nevis

Plan context: Miller, Morton, Caillat & Nevis Profit Sharing Plan

EIN 94-1217451 • San Jose, CA • 26 filings • 4 plans

2077 Gateway Place, Suite 220San Jose, CA 95110
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$8,564,270

2024 Contributions

$248,341

Historical Graphs

Total Assets Over Time

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

$8,797,188$4,398,594$0199920122024YearValue
$8,564,270Latest year 2024

Participants Over Time

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

58290199920122024YearValue
22Latest 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
2024122$8,564,270$248,341$11,288iApproximate average salary by contribution assumption: employee only about $282,206 at 4% or $188,137 at 6%; with 50% employer match about $188,137 at 4% or $125,425 at 6%; with 100% employer match about $141,103 at 4% or $94,069 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-22$8,564,270$248,341$11,288iApproximate average salary by contribution assumption: employee only about $282,206 at 4% or $188,137 at 6%; with 50% employer match about $188,137 at 4% or $125,425 at 6%; with 100% employer match about $141,103 at 4% or $94,069 at 6%.
2023125$7,589,652$233,763$9,351iApproximate average salary by contribution assumption: employee only about $233,763 at 4% or $155,842 at 6%; with 50% employer match about $155,842 at 4% or $103,895 at 6%; with 100% employer match about $116,882 at 4% or $77,921 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-25$7,589,652$233,763$9,351iApproximate average salary by contribution assumption: employee only about $233,763 at 4% or $155,842 at 6%; with 50% employer match about $155,842 at 4% or $103,895 at 6%; with 100% employer match about $116,882 at 4% or $77,921 at 6%.
2022125$6,291,608$219,492$8,780iApproximate average salary by contribution assumption: employee only about $219,492 at 4% or $146,328 at 6%; with 50% employer match about $146,328 at 4% or $97,552 at 6%; with 100% employer match about $109,746 at 4% or $73,164 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-25$6,291,608$219,492$8,780iApproximate average salary by contribution assumption: employee only about $219,492 at 4% or $146,328 at 6%; with 50% employer match about $146,328 at 4% or $97,552 at 6%; with 100% employer match about $109,746 at 4% or $73,164 at 6%.
2021123$7,701,651$218,212$9,487iApproximate average salary by contribution assumption: employee only about $237,187 at 4% or $158,125 at 6%; with 50% employer match about $158,125 at 4% or $105,416 at 6%; with 100% employer match about $118,593 at 4% or $79,062 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-23$7,701,651$218,212$9,487iApproximate average salary by contribution assumption: employee only about $237,187 at 4% or $158,125 at 6%; with 50% employer match about $158,125 at 4% or $105,416 at 6%; with 100% employer match about $118,593 at 4% or $79,062 at 6%.
2020125$6,563,018$350,364$14,015iApproximate average salary by contribution assumption: employee only about $350,364 at 4% or $233,576 at 6%; with 50% employer match about $233,576 at 4% or $155,717 at 6%; with 100% employer match about $175,182 at 4% or $116,788 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-25$6,563,018$350,364$14,015iApproximate average salary by contribution assumption: employee only about $350,364 at 4% or $233,576 at 6%; with 50% employer match about $233,576 at 4% or $155,717 at 6%; with 100% employer match about $175,182 at 4% or $116,788 at 6%.
2019125$5,437,111$177,983$7,119iApproximate average salary by contribution assumption: employee only about $177,983 at 4% or $118,655 at 6%; with 50% employer match about $118,655 at 4% or $79,104 at 6%; with 100% employer match about $88,992 at 4% or $59,328 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-25$5,437,111$177,983$7,119iApproximate average salary by contribution assumption: employee only about $177,983 at 4% or $118,655 at 6%; with 50% employer match about $118,655 at 4% or $79,104 at 6%; with 100% employer match about $88,992 at 4% or $59,328 at 6%.
2018128$5,186,827$199,829$7,137iApproximate average salary by contribution assumption: employee only about $178,419 at 4% or $118,946 at 6%; with 50% employer match about $118,946 at 4% or $79,297 at 6%; with 100% employer match about $89,209 at 4% or $59,473 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-28$5,186,827$199,829$7,137iApproximate average salary by contribution assumption: employee only about $178,419 at 4% or $118,946 at 6%; with 50% employer match about $118,946 at 4% or $79,297 at 6%; with 100% employer match about $89,209 at 4% or $59,473 at 6%.
2017137$8,797,188$473,625$12,801iApproximate average salary by contribution assumption: employee only about $320,017 at 4% or $213,345 at 6%; with 50% employer match about $213,345 at 4% or $142,230 at 6%; with 100% employer match about $160,008 at 4% or $106,672 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-37$8,797,188$473,625$12,801iApproximate average salary by contribution assumption: employee only about $320,017 at 4% or $213,345 at 6%; with 50% employer match about $213,345 at 4% or $142,230 at 6%; with 100% employer match about $160,008 at 4% or $106,672 at 6%.
2016140$7,620,151$930,803$23,270iApproximate average salary by contribution assumption: employee only about $581,752 at 4% or $387,835 at 6%; with 50% employer match about $387,835 at 4% or $258,556 at 6%; with 100% employer match about $290,876 at 4% or $193,917 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-40$7,620,151$930,803$23,270iApproximate average salary by contribution assumption: employee only about $581,752 at 4% or $387,835 at 6%; with 50% employer match about $387,835 at 4% or $258,556 at 6%; with 100% employer match about $290,876 at 4% or $193,917 at 6%.
2015127$6,461,299$341,516$12,649iApproximate average salary by contribution assumption: employee only about $316,219 at 4% or $210,812 at 6%; with 50% employer match about $210,812 at 4% or $140,542 at 6%; with 100% employer match about $158,109 at 4% or $105,406 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-27$6,461,299$341,516$12,649iApproximate average salary by contribution assumption: employee only about $316,219 at 4% or $210,812 at 6%; with 50% employer match about $210,812 at 4% or $140,542 at 6%; with 100% employer match about $158,109 at 4% or $105,406 at 6%.
2014131$7,245,425$421,443$13,595iApproximate average salary by contribution assumption: employee only about $339,873 at 4% or $226,582 at 6%; with 50% employer match about $226,582 at 4% or $151,055 at 6%; with 100% employer match about $169,937 at 4% or $113,291 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-31$7,245,425$421,443$13,595iApproximate average salary by contribution assumption: employee only about $339,873 at 4% or $226,582 at 6%; with 50% employer match about $226,582 at 4% or $151,055 at 6%; with 100% employer match about $169,937 at 4% or $113,291 at 6%.
2013132$7,138,760$445,826$13,932iApproximate average salary by contribution assumption: employee only about $348,302 at 4% or $232,201 at 6%; with 50% employer match about $232,201 at 4% or $154,801 at 6%; with 100% employer match about $174,151 at 4% or $116,101 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-32$7,138,760$445,826$13,932iApproximate average salary by contribution assumption: employee only about $348,302 at 4% or $232,201 at 6%; with 50% employer match about $232,201 at 4% or $154,801 at 6%; with 100% employer match about $174,151 at 4% or $116,101 at 6%.
2012140$6,240,649$480,502$12,013iApproximate average salary by contribution assumption: employee only about $300,314 at 4% or $200,209 at 6%; with 50% employer match about $200,209 at 4% or $133,473 at 6%; with 100% employer match about $150,157 at 4% or $100,105 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-40$6,240,649$480,502$12,013iApproximate average salary by contribution assumption: employee only about $300,314 at 4% or $200,209 at 6%; with 50% employer match about $200,209 at 4% or $133,473 at 6%; with 100% employer match about $150,157 at 4% or $100,105 at 6%.
2011151$5,668,142$355,712$6,975iApproximate average salary by contribution assumption: employee only about $174,369 at 4% or $116,246 at 6%; with 50% employer match about $116,246 at 4% or $77,497 at 6%; with 100% employer match about $87,184 at 4% or $58,123 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-51$5,668,142$355,712$6,975iApproximate average salary by contribution assumption: employee only about $174,369 at 4% or $116,246 at 6%; with 50% employer match about $116,246 at 4% or $77,497 at 6%; with 100% employer match about $87,184 at 4% or $58,123 at 6%.
2010151$5,966,575$267,046$5,236iApproximate average salary by contribution assumption: employee only about $130,905 at 4% or $87,270 at 6%; with 50% employer match about $87,270 at 4% or $58,180 at 6%; with 100% employer match about $65,452 at 4% or $43,635 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-51$5,966,575$267,046$5,236iApproximate average salary by contribution assumption: employee only about $130,905 at 4% or $87,270 at 6%; with 50% employer match about $87,270 at 4% or $58,180 at 6%; with 100% employer match about $65,452 at 4% or $43,635 at 6%.
2009149$5,262,384$371,901$7,590iApproximate average salary by contribution assumption: employee only about $189,745 at 4% or $126,497 at 6%; with 50% employer match about $126,497 at 4% or $84,331 at 6%; with 100% employer match about $94,873 at 4% or $63,248 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-49$5,262,384$371,901$7,590iApproximate average salary by contribution assumption: employee only about $189,745 at 4% or $126,497 at 6%; with 50% employer match about $126,497 at 4% or $84,331 at 6%; with 100% employer match about $94,873 at 4% or $63,248 at 6%.
2008129$4,878,758$349,373$12,047iApproximate average salary by contribution assumption: employee only about $301,184 at 4% or $200,789 at 6%; with 50% employer match about $200,789 at 4% or $133,859 at 6%; with 100% employer match about $150,592 at 4% or $100,395 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-29$4,878,758$349,373$12,047iApproximate average salary by contribution assumption: employee only about $301,184 at 4% or $200,789 at 6%; with 50% employer match about $200,789 at 4% or $133,859 at 6%; with 100% employer match about $150,592 at 4% or $100,395 at 6%.
2007128$6,714,541$364,191$13,007iApproximate average salary by contribution assumption: employee only about $325,171 at 4% or $216,780 at 6%; with 50% employer match about $216,780 at 4% or $144,520 at 6%; with 100% employer match about $162,585 at 4% or $108,390 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-28$6,714,541$364,191$13,007iApproximate average salary by contribution assumption: employee only about $325,171 at 4% or $216,780 at 6%; with 50% employer match about $216,780 at 4% or $144,520 at 6%; with 100% employer match about $162,585 at 4% or $108,390 at 6%.
2006150$6,755,593$402,866$8,057iApproximate average salary by contribution assumption: employee only about $201,433 at 4% or $134,289 at 6%; with 50% employer match about $134,289 at 4% or $89,526 at 6%; with 100% employer match about $100,717 at 4% or $67,144 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-50$6,755,593$402,866$8,057iApproximate average salary by contribution assumption: employee only about $201,433 at 4% or $134,289 at 6%; with 50% employer match about $134,289 at 4% or $89,526 at 6%; with 100% employer match about $100,717 at 4% or $67,144 at 6%.
2005146$6,015,572$284,358$6,182iApproximate average salary by contribution assumption: employee only about $154,542 at 4% or $103,028 at 6%; with 50% employer match about $103,028 at 4% or $68,686 at 6%; with 100% employer match about $77,271 at 4% or $51,514 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-46$6,015,572$284,358$6,182iApproximate average salary by contribution assumption: employee only about $154,542 at 4% or $103,028 at 6%; with 50% employer match about $103,028 at 4% or $68,686 at 6%; with 100% employer match about $77,271 at 4% or $51,514 at 6%.
2004155$5,324,713$275,084$5,002iApproximate average salary by contribution assumption: employee only about $125,038 at 4% or $83,359 at 6%; with 50% employer match about $83,359 at 4% or $55,573 at 6%; with 100% employer match about $62,519 at 4% or $41,679 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-55$5,324,713$275,084$5,002iApproximate average salary by contribution assumption: employee only about $125,038 at 4% or $83,359 at 6%; with 50% employer match about $83,359 at 4% or $55,573 at 6%; with 100% employer match about $62,519 at 4% or $41,679 at 6%.
2003158$4,939,175$141,182$2,434iApproximate average salary by contribution assumption: employee only about $60,854 at 4% or $40,570 at 6%; with 50% employer match about $40,570 at 4% or $27,046 at 6%; with 100% employer match about $30,427 at 4% or $20,285 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-58$4,939,175$141,182$2,434iApproximate average salary by contribution assumption: employee only about $60,854 at 4% or $40,570 at 6%; with 50% employer match about $40,570 at 4% or $27,046 at 6%; with 100% employer match about $30,427 at 4% or $20,285 at 6%.
2002147$3,997,112$253,794$5,400iApproximate average salary by contribution assumption: employee only about $134,997 at 4% or $89,998 at 6%; with 50% employer match about $89,998 at 4% or $59,999 at 6%; with 100% employer match about $67,498 at 4% or $44,999 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-47$3,997,112$253,794$5,400iApproximate average salary by contribution assumption: employee only about $134,997 at 4% or $89,998 at 6%; with 50% employer match about $89,998 at 4% or $59,999 at 6%; with 100% employer match about $67,498 at 4% or $44,999 at 6%.
2001145$4,343,518$138,801$3,084iApproximate average salary by contribution assumption: employee only about $77,112 at 4% or $51,408 at 6%; with 50% employer match about $51,408 at 4% or $34,272 at 6%; with 100% employer match about $38,556 at 4% or $25,704 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-45$4,343,518$138,801$3,084iApproximate average salary by contribution assumption: employee only about $77,112 at 4% or $51,408 at 6%; with 50% employer match about $51,408 at 4% or $34,272 at 6%; with 100% employer match about $38,556 at 4% or $25,704 at 6%.
2000143$4,602,395$195,238$4,540iApproximate average salary by contribution assumption: employee only about $113,510 at 4% or $75,674 at 6%; with 50% employer match about $75,674 at 4% or $50,449 at 6%; with 100% employer match about $56,755 at 4% or $37,837 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-43$4,602,395$195,238$4,540iApproximate average salary by contribution assumption: employee only about $113,510 at 4% or $75,674 at 6%; with 50% employer match about $75,674 at 4% or $50,449 at 6%; with 100% employer match about $56,755 at 4% or $37,837 at 6%.
1999143$4,570,670$240,778$5,599iApproximate average salary by contribution assumption: employee only about $139,987 at 4% or $93,325 at 6%; with 50% employer match about $93,325 at 4% or $62,217 at 6%; with 100% employer match about $69,994 at 4% or $46,662 at 6%.
Miller, Morton, Caillat & Nevis Profit Sharing Plan-43$4,570,670$240,778$5,599iApproximate average salary by contribution assumption: employee only about $139,987 at 4% or $93,325 at 6%; with 50% employer match about $93,325 at 4% or $62,217 at 6%; with 100% employer match about $69,994 at 4% or $46,662 at 6%.