The Milton H. Erickson Foundatio
Plan context: The Milton H. Erickson Foundation 401(K) Plan
EIN 95-3560037 • Phoenix, AZ • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$374,192
2024 Contributions
$45,689
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 | 8 | $374,192 | $45,689 | $5,711iApproximate average salary by contribution assumption: employee only about $142,778 at 4% or $95,185 at 6%; with 50% employer match about $95,185 at 4% or $63,457 at 6%; with 100% employer match about $71,389 at 4% or $47,593 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 8 | $374,192 | $45,689 | $5,711iApproximate average salary by contribution assumption: employee only about $142,778 at 4% or $95,185 at 6%; with 50% employer match about $95,185 at 4% or $63,457 at 6%; with 100% employer match about $71,389 at 4% or $47,593 at 6%. |
| 2023 | 1 | 8 | $288,774 | $49,416 | $6,177iApproximate average salary by contribution assumption: employee only about $154,425 at 4% or $102,950 at 6%; with 50% employer match about $102,950 at 4% or $68,633 at 6%; with 100% employer match about $77,213 at 4% or $51,475 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 8 | $288,774 | $49,416 | $6,177iApproximate average salary by contribution assumption: employee only about $154,425 at 4% or $102,950 at 6%; with 50% employer match about $102,950 at 4% or $68,633 at 6%; with 100% employer match about $77,213 at 4% or $51,475 at 6%. |
| 2022 | 1 | 10 | $213,120 | $29,399 | $2,940iApproximate average salary by contribution assumption: employee only about $73,498 at 4% or $48,998 at 6%; with 50% employer match about $48,998 at 4% or $32,666 at 6%; with 100% employer match about $36,749 at 4% or $24,499 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 10 | $213,120 | $29,399 | $2,940iApproximate average salary by contribution assumption: employee only about $73,498 at 4% or $48,998 at 6%; with 50% employer match about $48,998 at 4% or $32,666 at 6%; with 100% employer match about $36,749 at 4% or $24,499 at 6%. |
| 2021 | 1 | 13 | $224,406 | $32,492 | $2,499iApproximate average salary by contribution assumption: employee only about $62,485 at 4% or $41,656 at 6%; with 50% employer match about $41,656 at 4% or $27,771 at 6%; with 100% employer match about $31,242 at 4% or $20,828 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 13 | $224,406 | $32,492 | $2,499iApproximate average salary by contribution assumption: employee only about $62,485 at 4% or $41,656 at 6%; with 50% employer match about $41,656 at 4% or $27,771 at 6%; with 100% employer match about $31,242 at 4% or $20,828 at 6%. |
| 2020 | 1 | 17 | $182,805 | $31,990 | $1,882iApproximate average salary by contribution assumption: employee only about $47,044 at 4% or $31,363 at 6%; with 50% employer match about $31,363 at 4% or $20,908 at 6%; with 100% employer match about $23,522 at 4% or $15,681 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 17 | $182,805 | $31,990 | $1,882iApproximate average salary by contribution assumption: employee only about $47,044 at 4% or $31,363 at 6%; with 50% employer match about $31,363 at 4% or $20,908 at 6%; with 100% employer match about $23,522 at 4% or $15,681 at 6%. |
| 2019 | 1 | 17 | $164,310 | $41,153 | $2,421iApproximate average salary by contribution assumption: employee only about $60,519 at 4% or $40,346 at 6%; with 50% employer match about $40,346 at 4% or $26,897 at 6%; with 100% employer match about $30,260 at 4% or $20,173 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 17 | $164,310 | $41,153 | $2,421iApproximate average salary by contribution assumption: employee only about $60,519 at 4% or $40,346 at 6%; with 50% employer match about $40,346 at 4% or $26,897 at 6%; with 100% employer match about $30,260 at 4% or $20,173 at 6%. |
| 2018 | 1 | 17 | $122,336 | $38,868 | $2,286iApproximate average salary by contribution assumption: employee only about $57,159 at 4% or $38,106 at 6%; with 50% employer match about $38,106 at 4% or $25,404 at 6%; with 100% employer match about $28,579 at 4% or $19,053 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 17 | $122,336 | $38,868 | $2,286iApproximate average salary by contribution assumption: employee only about $57,159 at 4% or $38,106 at 6%; with 50% employer match about $38,106 at 4% or $25,404 at 6%; with 100% employer match about $28,579 at 4% or $19,053 at 6%. |
| 2017 | 1 | 16 | $90,921 | $42,125 | $2,633iApproximate average salary by contribution assumption: employee only about $65,820 at 4% or $43,880 at 6%; with 50% employer match about $43,880 at 4% or $29,253 at 6%; with 100% employer match about $32,910 at 4% or $21,940 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 16 | $90,921 | $42,125 | $2,633iApproximate average salary by contribution assumption: employee only about $65,820 at 4% or $43,880 at 6%; with 50% employer match about $43,880 at 4% or $29,253 at 6%; with 100% employer match about $32,910 at 4% or $21,940 at 6%. |
| 2016 | 1 | 13 | $53,848 | $27,462 | $2,112iApproximate average salary by contribution assumption: employee only about $52,812 at 4% or $35,208 at 6%; with 50% employer match about $35,208 at 4% or $23,472 at 6%; with 100% employer match about $26,406 at 4% or $17,604 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 13 | $53,848 | $27,462 | $2,112iApproximate average salary by contribution assumption: employee only about $52,812 at 4% or $35,208 at 6%; with 50% employer match about $35,208 at 4% or $23,472 at 6%; with 100% employer match about $26,406 at 4% or $17,604 at 6%. |
| 2015 | 1 | 11 | $22,506 | $21,097 | $1,918iApproximate average salary by contribution assumption: employee only about $47,948 at 4% or $31,965 at 6%; with 50% employer match about $31,965 at 4% or $21,310 at 6%; with 100% employer match about $23,974 at 4% or $15,983 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 11 | $22,506 | $21,097 | $1,918iApproximate average salary by contribution assumption: employee only about $47,948 at 4% or $31,965 at 6%; with 50% employer match about $31,965 at 4% or $21,310 at 6%; with 100% employer match about $23,974 at 4% or $15,983 at 6%. |
| 2014 | 1 | 11 | $3,647 | $3,630 | $330iApproximate average salary by contribution assumption: employee only about $8,250 at 4% or $5,500 at 6%; with 50% employer match about $5,500 at 4% or $3,667 at 6%; with 100% employer match about $4,125 at 4% or $2,750 at 6%. |
| The Milton H. Erickson Foundation 401(K) Plan | - | 11 | $3,647 | $3,630 | $330iApproximate average salary by contribution assumption: employee only about $8,250 at 4% or $5,500 at 6%; with 50% employer match about $5,500 at 4% or $3,667 at 6%; with 100% employer match about $4,125 at 4% or $2,750 at 6%. |