Civic Intelligence

Millennium Investment Services

Plan context: Millennium Investment Services 401(K) Profit Sharing Plan

EIN 95-4844661 • Van Nuys, CA • 9 filings • 1 plans

16217 Kittridge StreetVan Nuys, CA 91406
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,025,317

2024 Contributions

$86,500

Historical Graphs

Total Assets Over Time

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

$1,136,875$568,438$0201620202024YearValue
$1,025,317Latest year 2024

Participants Over Time

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

320201620202024YearValue
3Latest 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
202413$1,025,317$86,500$28,833iApproximate average salary by contribution assumption: employee only about $720,833 at 4% or $480,556 at 6%; with 50% employer match about $480,556 at 4% or $320,370 at 6%; with 100% employer match about $360,417 at 4% or $240,278 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-3$1,025,317$86,500$28,833iApproximate average salary by contribution assumption: employee only about $720,833 at 4% or $480,556 at 6%; with 50% employer match about $480,556 at 4% or $320,370 at 6%; with 100% employer match about $360,417 at 4% or $240,278 at 6%.
202313$1,136,875$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-3$1,136,875$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.
202213$761,242$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-3$761,242$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
202113$859,567$57,389$19,130iApproximate average salary by contribution assumption: employee only about $478,242 at 4% or $318,828 at 6%; with 50% employer match about $318,828 at 4% or $212,552 at 6%; with 100% employer match about $239,121 at 4% or $159,414 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-3$859,567$57,389$19,130iApproximate average salary by contribution assumption: employee only about $478,242 at 4% or $318,828 at 6%; with 50% employer match about $318,828 at 4% or $212,552 at 6%; with 100% employer match about $239,121 at 4% or $159,414 at 6%.
202013$794,077$60,007$20,002iApproximate average salary by contribution assumption: employee only about $500,058 at 4% or $333,372 at 6%; with 50% employer match about $333,372 at 4% or $222,248 at 6%; with 100% employer match about $250,029 at 4% or $166,686 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-3$794,077$60,007$20,002iApproximate average salary by contribution assumption: employee only about $500,058 at 4% or $333,372 at 6%; with 50% employer match about $333,372 at 4% or $222,248 at 6%; with 100% employer match about $250,029 at 4% or $166,686 at 6%.
201913$690,189$67,238$22,413iApproximate average salary by contribution assumption: employee only about $560,317 at 4% or $373,544 at 6%; with 50% employer match about $373,544 at 4% or $249,030 at 6%; with 100% employer match about $280,158 at 4% or $186,772 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-3$690,189$67,238$22,413iApproximate average salary by contribution assumption: employee only about $560,317 at 4% or $373,544 at 6%; with 50% employer match about $373,544 at 4% or $249,030 at 6%; with 100% employer match about $280,158 at 4% or $186,772 at 6%.
201813$541,129$241,642$80,547iApproximate average salary by contribution assumption: employee only about $2,013,683 at 4% or $1,342,456 at 6%; with 50% employer match about $1,342,456 at 4% or $894,970 at 6%; with 100% employer match about $1,006,842 at 4% or $671,228 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-3$541,129$241,642$80,547iApproximate average salary by contribution assumption: employee only about $2,013,683 at 4% or $1,342,456 at 6%; with 50% employer match about $1,342,456 at 4% or $894,970 at 6%; with 100% employer match about $1,006,842 at 4% or $671,228 at 6%.
201712$437,896$437,515$218,758iApproximate average salary by contribution assumption: employee only about $5,468,938 at 4% or $3,645,958 at 6%; with 50% employer match about $3,645,958 at 4% or $2,430,639 at 6%; with 100% employer match about $2,734,469 at 4% or $1,822,979 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-2$437,896$437,515$218,758iApproximate average salary by contribution assumption: employee only about $5,468,938 at 4% or $3,645,958 at 6%; with 50% employer match about $3,645,958 at 4% or $2,430,639 at 6%; with 100% employer match about $2,734,469 at 4% or $1,822,979 at 6%.
201612$53,568$53,567$26,784iApproximate average salary by contribution assumption: employee only about $669,588 at 4% or $446,392 at 6%; with 50% employer match about $446,392 at 4% or $297,594 at 6%; with 100% employer match about $334,794 at 4% or $223,196 at 6%.
Millennium Investment Services 401(K) Profit Sharing Plan-2$53,568$53,567$26,784iApproximate average salary by contribution assumption: employee only about $669,588 at 4% or $446,392 at 6%; with 50% employer match about $446,392 at 4% or $297,594 at 6%; with 100% employer match about $334,794 at 4% or $223,196 at 6%.