Civic Intelligence

Miles Treaster and Associates

Plan context: Miles Treaster & Associates Employee Stock Ownership Plan

EIN 94-1436765 • Sacramento, CA • 45 filings • 4 plans

1810 13th Street, Suite 100Sacramento, CA 95811
Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$11,345,500

2024 Contributions

$384,283

Historical Graphs

Total Assets Over Time

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

$11,345,500$5,672,750$0199920132024YearValue
$11,345,500Latest year 2024

Participants Over Time

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

52260199920122024YearValue
39Latest 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
2024239$11,345,500$384,283$9,853iApproximate average salary by contribution assumption: employee only about $246,335 at 4% or $164,224 at 6%; with 50% employer match about $164,224 at 4% or $109,482 at 6%; with 100% employer match about $123,168 at 4% or $82,112 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-39$8,312,588$318,742$8,173iApproximate average salary by contribution assumption: employee only about $204,322 at 4% or $136,215 at 6%; with 50% employer match about $136,215 at 4% or $90,810 at 6%; with 100% employer match about $102,161 at 4% or $68,107 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-27$3,032,912$65,541$2,427iApproximate average salary by contribution assumption: employee only about $60,686 at 4% or $40,457 at 6%; with 50% employer match about $40,457 at 4% or $26,972 at 6%; with 100% employer match about $30,343 at 4% or $20,229 at 6%.
2023230$8,768,980$270,914$9,030iApproximate average salary by contribution assumption: employee only about $225,762 at 4% or $150,508 at 6%; with 50% employer match about $150,508 at 4% or $100,339 at 6%; with 100% employer match about $112,881 at 4% or $75,254 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-30$5,977,371$208,048$6,935iApproximate average salary by contribution assumption: employee only about $173,373 at 4% or $115,582 at 6%; with 50% employer match about $115,582 at 4% or $77,055 at 6%; with 100% employer match about $86,687 at 4% or $57,791 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-25$2,791,609$62,866$2,515iApproximate average salary by contribution assumption: employee only about $62,866 at 4% or $41,911 at 6%; with 50% employer match about $41,911 at 4% or $27,940 at 6%; with 100% employer match about $31,433 at 4% or $20,955 at 6%.
2022230$7,971,189$230,631$7,688iApproximate average salary by contribution assumption: employee only about $192,193 at 4% or $128,128 at 6%; with 50% employer match about $128,128 at 4% or $85,419 at 6%; with 100% employer match about $96,096 at 4% or $64,064 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-30$5,730,197$140,178$4,673iApproximate average salary by contribution assumption: employee only about $116,815 at 4% or $77,877 at 6%; with 50% employer match about $77,877 at 4% or $51,918 at 6%; with 100% employer match about $58,408 at 4% or $38,938 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-25$2,240,992$90,453$3,618iApproximate average salary by contribution assumption: employee only about $90,453 at 4% or $60,302 at 6%; with 50% employer match about $60,302 at 4% or $40,201 at 6%; with 100% employer match about $45,227 at 4% or $30,151 at 6%.
2021233$7,532,306$634,751$19,235iApproximate average salary by contribution assumption: employee only about $480,872 at 4% or $320,581 at 6%; with 50% employer match about $320,581 at 4% or $213,721 at 6%; with 100% employer match about $240,436 at 4% or $160,291 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-33$4,852,685$552,783$16,751iApproximate average salary by contribution assumption: employee only about $418,775 at 4% or $279,183 at 6%; with 50% employer match about $279,183 at 4% or $186,122 at 6%; with 100% employer match about $209,388 at 4% or $139,592 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-24$2,679,621$81,968$3,415iApproximate average salary by contribution assumption: employee only about $85,383 at 4% or $56,922 at 6%; with 50% employer match about $56,922 at 4% or $37,948 at 6%; with 100% employer match about $42,692 at 4% or $28,461 at 6%.
2020233$7,197,403$576,954$17,483iApproximate average salary by contribution assumption: employee only about $437,086 at 4% or $291,391 at 6%; with 50% employer match about $291,391 at 4% or $194,261 at 6%; with 100% employer match about $218,543 at 4% or $145,695 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-33$5,035,869$497,989$15,091iApproximate average salary by contribution assumption: employee only about $377,264 at 4% or $251,510 at 6%; with 50% employer match about $251,510 at 4% or $167,673 at 6%; with 100% employer match about $188,632 at 4% or $125,755 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-24$2,161,534$78,965$3,290iApproximate average salary by contribution assumption: employee only about $82,255 at 4% or $54,837 at 6%; with 50% employer match about $54,837 at 4% or $36,558 at 6%; with 100% employer match about $41,128 at 4% or $27,418 at 6%.
2019237$7,513,394$567,144$15,328iApproximate average salary by contribution assumption: employee only about $383,205 at 4% or $255,470 at 6%; with 50% employer match about $255,470 at 4% or $170,314 at 6%; with 100% employer match about $191,603 at 4% or $127,735 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-37$4,868,932$473,269$12,791iApproximate average salary by contribution assumption: employee only about $319,776 at 4% or $213,184 at 6%; with 50% employer match about $213,184 at 4% or $142,123 at 6%; with 100% employer match about $159,888 at 4% or $106,592 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-27$2,644,462$93,875$3,477iApproximate average salary by contribution assumption: employee only about $86,921 at 4% or $57,948 at 6%; with 50% employer match about $57,948 at 4% or $38,632 at 6%; with 100% employer match about $43,461 at 4% or $28,974 at 6%.
2018235$6,581,812$580,492$16,585iApproximate average salary by contribution assumption: employee only about $414,637 at 4% or $276,425 at 6%; with 50% employer match about $276,425 at 4% or $184,283 at 6%; with 100% employer match about $207,319 at 4% or $138,212 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-35$4,463,003$476,133$13,604iApproximate average salary by contribution assumption: employee only about $340,095 at 4% or $226,730 at 6%; with 50% employer match about $226,730 at 4% or $151,153 at 6%; with 100% employer match about $170,048 at 4% or $113,365 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-26$2,118,809$104,359$4,014iApproximate average salary by contribution assumption: employee only about $100,345 at 4% or $66,897 at 6%; with 50% employer match about $66,897 at 4% or $44,598 at 6%; with 100% employer match about $50,173 at 4% or $33,448 at 6%.
2017239$6,898,931$620,010$15,898iApproximate average salary by contribution assumption: employee only about $397,442 at 4% or $264,962 at 6%; with 50% employer match about $264,962 at 4% or $176,641 at 6%; with 100% employer match about $198,721 at 4% or $132,481 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-39$4,515,811$531,880$13,638iApproximate average salary by contribution assumption: employee only about $340,949 at 4% or $227,299 at 6%; with 50% employer match about $227,299 at 4% or $151,533 at 6%; with 100% employer match about $170,474 at 4% or $113,650 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-27$2,383,120$88,130$3,264iApproximate average salary by contribution assumption: employee only about $81,602 at 4% or $54,401 at 6%; with 50% employer match about $54,401 at 4% or $36,267 at 6%; with 100% employer match about $40,801 at 4% or $27,201 at 6%.
2016238$6,481,388$582,048$15,317iApproximate average salary by contribution assumption: employee only about $382,926 at 4% or $255,284 at 6%; with 50% employer match about $255,284 at 4% or $170,189 at 6%; with 100% employer match about $191,463 at 4% or $127,642 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-38$4,450,285$505,962$13,315iApproximate average salary by contribution assumption: employee only about $332,870 at 4% or $221,913 at 6%; with 50% employer match about $221,913 at 4% or $147,942 at 6%; with 100% employer match about $166,435 at 4% or $110,957 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-27$2,031,103$76,086$2,818iApproximate average salary by contribution assumption: employee only about $70,450 at 4% or $46,967 at 6%; with 50% employer match about $46,967 at 4% or $31,311 at 6%; with 100% employer match about $35,225 at 4% or $23,483 at 6%.
2015239$6,277,119$549,568$14,091iApproximate average salary by contribution assumption: employee only about $352,287 at 4% or $234,858 at 6%; with 50% employer match about $234,858 at 4% or $156,572 at 6%; with 100% employer match about $176,144 at 4% or $117,429 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-39$4,490,012$477,151$12,235iApproximate average salary by contribution assumption: employee only about $305,866 at 4% or $203,911 at 6%; with 50% employer match about $203,911 at 4% or $135,940 at 6%; with 100% employer match about $152,933 at 4% or $101,955 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-27$1,787,107$72,417$2,682iApproximate average salary by contribution assumption: employee only about $67,053 at 4% or $44,702 at 6%; with 50% employer match about $44,702 at 4% or $29,801 at 6%; with 100% employer match about $33,526 at 4% or $22,351 at 6%.
2014237$5,633,234$515,718$13,938iApproximate average salary by contribution assumption: employee only about $348,458 at 4% or $232,305 at 6%; with 50% employer match about $232,305 at 4% or $154,870 at 6%; with 100% employer match about $174,229 at 4% or $116,153 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-37$3,888,030$457,580$12,367iApproximate average salary by contribution assumption: employee only about $309,176 at 4% or $206,117 at 6%; with 50% employer match about $206,117 at 4% or $137,411 at 6%; with 100% employer match about $154,588 at 4% or $103,059 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-27$1,745,204$58,138$2,153iApproximate average salary by contribution assumption: employee only about $53,831 at 4% or $35,888 at 6%; with 50% employer match about $35,888 at 4% or $23,925 at 6%; with 100% employer match about $26,916 at 4% or $17,944 at 6%.
2013239$5,423,009$539,117$13,824iApproximate average salary by contribution assumption: employee only about $345,588 at 4% or $230,392 at 6%; with 50% employer match about $230,392 at 4% or $153,595 at 6%; with 100% employer match about $172,794 at 4% or $115,196 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-39$3,697,115$468,170$12,004iApproximate average salary by contribution assumption: employee only about $300,109 at 4% or $200,073 at 6%; with 50% employer match about $200,073 at 4% or $133,382 at 6%; with 100% employer match about $150,054 at 4% or $100,036 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-26$1,725,894$70,947$2,729iApproximate average salary by contribution assumption: employee only about $68,218 at 4% or $45,479 at 6%; with 50% employer match about $45,479 at 4% or $30,319 at 6%; with 100% employer match about $34,109 at 4% or $22,739 at 6%.
2012231$5,116,667$537,989$17,354iApproximate average salary by contribution assumption: employee only about $433,862 at 4% or $289,241 at 6%; with 50% employer match about $289,241 at 4% or $192,828 at 6%; with 100% employer match about $216,931 at 4% or $144,621 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-31$3,771,551$460,951$14,869iApproximate average salary by contribution assumption: employee only about $371,735 at 4% or $247,823 at 6%; with 50% employer match about $247,823 at 4% or $165,215 at 6%; with 100% employer match about $185,867 at 4% or $123,912 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-27$1,345,116$77,038$2,853iApproximate average salary by contribution assumption: employee only about $71,331 at 4% or $47,554 at 6%; with 50% employer match about $47,554 at 4% or $31,703 at 6%; with 100% employer match about $35,666 at 4% or $23,777 at 6%.
2011234$4,426,856$535,980$15,764iApproximate average salary by contribution assumption: employee only about $394,103 at 4% or $262,735 at 6%; with 50% employer match about $262,735 at 4% or $175,157 at 6%; with 100% employer match about $197,051 at 4% or $131,368 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-34$3,252,719$468,235$13,772iApproximate average salary by contribution assumption: employee only about $344,290 at 4% or $229,527 at 6%; with 50% employer match about $229,527 at 4% or $153,018 at 6%; with 100% employer match about $172,145 at 4% or $114,763 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-29$1,174,137$67,745$2,336iApproximate average salary by contribution assumption: employee only about $58,401 at 4% or $38,934 at 6%; with 50% employer match about $38,934 at 4% or $25,956 at 6%; with 100% employer match about $29,200 at 4% or $19,467 at 6%.
2010237$4,943,825$597,826$16,157iApproximate average salary by contribution assumption: employee only about $403,936 at 4% or $269,291 at 6%; with 50% employer match about $269,291 at 4% or $179,527 at 6%; with 100% employer match about $201,968 at 4% or $134,645 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-36$3,621,600$527,396$14,650iApproximate average salary by contribution assumption: employee only about $366,247 at 4% or $244,165 at 6%; with 50% employer match about $244,165 at 4% or $162,777 at 6%; with 100% employer match about $183,124 at 4% or $122,082 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-37$1,322,225$70,430$1,904iApproximate average salary by contribution assumption: employee only about $47,588 at 4% or $31,725 at 6%; with 50% employer match about $31,725 at 4% or $21,150 at 6%; with 100% employer match about $23,794 at 4% or $15,863 at 6%.
2009243$5,419,853$618,247$14,378iApproximate average salary by contribution assumption: employee only about $359,446 at 4% or $239,631 at 6%; with 50% employer match about $239,631 at 4% or $159,754 at 6%; with 100% employer match about $179,723 at 4% or $119,815 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-43$4,258,800$536,617$12,479iApproximate average salary by contribution assumption: employee only about $311,987 at 4% or $207,991 at 6%; with 50% employer match about $207,991 at 4% or $138,661 at 6%; with 100% employer match about $155,993 at 4% or $103,996 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-41$1,161,053$81,630$1,991iApproximate average salary by contribution assumption: employee only about $49,774 at 4% or $33,183 at 6%; with 50% employer match about $33,183 at 4% or $22,122 at 6%; with 100% employer match about $24,887 at 4% or $16,591 at 6%.
2008243$6,350,260$694,716$16,156iApproximate average salary by contribution assumption: employee only about $403,905 at 4% or $269,270 at 6%; with 50% employer match about $269,270 at 4% or $179,513 at 6%; with 100% employer match about $201,952 at 4% or $134,635 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-43$5,378,400$581,958$13,534iApproximate average salary by contribution assumption: employee only about $338,348 at 4% or $225,565 at 6%; with 50% employer match about $225,565 at 4% or $150,377 at 6%; with 100% employer match about $169,174 at 4% or $112,783 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-43$971,860$112,758$2,622iApproximate average salary by contribution assumption: employee only about $65,557 at 4% or $43,705 at 6%; with 50% employer match about $43,705 at 4% or $29,136 at 6%; with 100% employer match about $32,778 at 4% or $21,852 at 6%.
2007248$0$0-
Miles Treaster and Associates 401K Profit Sharing Plan-48---
Miles Treaster & Associates Employee Stock Ownership Plan-48---
2006247$5,529,414$105,269$2,240iApproximate average salary by contribution assumption: employee only about $55,994 at 4% or $37,329 at 6%; with 50% employer match about $37,329 at 4% or $24,886 at 6%; with 100% employer match about $27,997 at 4% or $18,665 at 6%.
Miles Treaster & Associates Employee Stock Ownership Plan-47$4,259,988--
Miles Treaster and Associates 401K Profit Sharing Plan-43$1,269,426$105,269$2,448iApproximate average salary by contribution assumption: employee only about $61,203 at 4% or $40,802 at 6%; with 50% employer match about $40,802 at 4% or $27,201 at 6%; with 100% employer match about $30,601 at 4% or $20,401 at 6%.
2005147$1,226,904$119,368$2,540iApproximate average salary by contribution assumption: employee only about $63,494 at 4% or $42,329 at 6%; with 50% employer match about $42,329 at 4% or $28,219 at 6%; with 100% employer match about $31,747 at 4% or $21,165 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-47$1,226,904$119,368$2,540iApproximate average salary by contribution assumption: employee only about $63,494 at 4% or $42,329 at 6%; with 50% employer match about $42,329 at 4% or $28,219 at 6%; with 100% employer match about $31,747 at 4% or $21,165 at 6%.
2004148$1,084,049$123,431$2,571iApproximate average salary by contribution assumption: employee only about $64,287 at 4% or $42,858 at 6%; with 50% employer match about $42,858 at 4% or $28,572 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-48$1,084,049$123,431$2,571iApproximate average salary by contribution assumption: employee only about $64,287 at 4% or $42,858 at 6%; with 50% employer match about $42,858 at 4% or $28,572 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
2003148$962,690$102,277$2,131iApproximate average salary by contribution assumption: employee only about $53,269 at 4% or $35,513 at 6%; with 50% employer match about $35,513 at 4% or $23,675 at 6%; with 100% employer match about $26,635 at 4% or $17,756 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-48$962,690$102,277$2,131iApproximate average salary by contribution assumption: employee only about $53,269 at 4% or $35,513 at 6%; with 50% employer match about $35,513 at 4% or $23,675 at 6%; with 100% employer match about $26,635 at 4% or $17,756 at 6%.
2002152$786,360$110,354$2,122iApproximate average salary by contribution assumption: employee only about $53,055 at 4% or $35,370 at 6%; with 50% employer match about $35,370 at 4% or $23,580 at 6%; with 100% employer match about $26,527 at 4% or $17,685 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-52$786,360$110,354$2,122iApproximate average salary by contribution assumption: employee only about $53,055 at 4% or $35,370 at 6%; with 50% employer match about $35,370 at 4% or $23,580 at 6%; with 100% employer match about $26,527 at 4% or $17,685 at 6%.
2001144$0$0-
Miles Treaster and Associates 401K Profit Sharing Plan-44---
2000151$1,056,916$260,390$5,106iApproximate average salary by contribution assumption: employee only about $127,642 at 4% or $85,095 at 6%; with 50% employer match about $85,095 at 4% or $56,730 at 6%; with 100% employer match about $63,821 at 4% or $42,547 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-51$1,056,916$260,390$5,106iApproximate average salary by contribution assumption: employee only about $127,642 at 4% or $85,095 at 6%; with 50% employer match about $85,095 at 4% or $56,730 at 6%; with 100% employer match about $63,821 at 4% or $42,547 at 6%.
1999138$1,020,125$302,985$7,973iApproximate average salary by contribution assumption: employee only about $199,332 at 4% or $132,888 at 6%; with 50% employer match about $132,888 at 4% or $88,592 at 6%; with 100% employer match about $99,666 at 4% or $66,444 at 6%.
Miles Treaster and Associates 401K Profit Sharing Plan-38$1,020,125$302,985$7,973iApproximate average salary by contribution assumption: employee only about $199,332 at 4% or $132,888 at 6%; with 50% employer match about $132,888 at 4% or $88,592 at 6%; with 100% employer match about $99,666 at 4% or $66,444 at 6%.