Monroy Asset Management Inc
Plan context: Monroy Asset Management Inc Voluntary Employee Benefit Association
EIN 01-0604648 • South El Monte, CA • 36 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$813,614
2023 Contributions
$197,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 2 | $813,614 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $813,614 | $0 | - |
| 2022 | 1 | 2 | $771,346 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $771,346 | $0 | - |
| 2021 | 1 | 2 | $744,403 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $744,403 | $0 | - |
| 2020 | 1 | 2 | $842,558 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $842,558 | $0 | - |
| 2019 | 2 | 2 | $2,137,061 | $197,000 | $98,500iApproximate average salary by contribution assumption: employee only about $2,462,500 at 4% or $1,641,667 at 6%; with 50% employer match about $1,641,667 at 4% or $1,094,444 at 6%; with 100% employer match about $1,231,250 at 4% or $820,833 at 6%. |
| MONROY ASSET MANAGEMENT, INC. DEFINED BENEFIT PLAN | - | 2 | $1,374,628 | $197,000 | $98,500iApproximate average salary by contribution assumption: employee only about $2,462,500 at 4% or $1,641,667 at 6%; with 50% employer match about $1,641,667 at 4% or $1,094,444 at 6%; with 100% employer match about $1,231,250 at 4% or $820,833 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $762,433 | $0 | - |
| 2018 | 2 | 2 | $1,672,139 | $0 | - |
| MONROY ASSET MANAGEMENT, INC. DEFINED BENEFIT PLAN | - | 2 | $853,938 | - | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $818,201 | - | - |
| 2017 | 2 | 2 | $1,807,451 | $0 | - |
| MONROY ASSET MANAGEMENT, INC. DEFINED BENEFIT PLAN | - | 2 | $935,277 | - | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $872,174 | - | - |
| 2016 | 2 | 2 | $2,251,811 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| MONROY ASSET MANAGEMENT, INC. DEFINED BENEFIT PLAN | - | 2 | $1,349,980 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $901,831 | - | - |
| 2015 | 2 | 2 | $2,112,853 | $101,000 | $50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%. |
| MONROY ASSET MANAGEMENT, INC. DEFINED BENEFIT PLAN | - | 2 | $1,210,852 | $101,000 | $50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $902,001 | - | - |
| 2014 | 2 | 2 | $2,130,694 | $101,000 | $50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%. |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | $1,208,574 | $101,000 | $50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $922,120 | - | - |
| 2013 | 2 | 2 | $2,069,959 | $620 | $310iApproximate average salary by contribution assumption: employee only about $7,750 at 4% or $5,167 at 6%; with 50% employer match about $5,167 at 4% or $3,444 at 6%; with 100% employer match about $3,875 at 4% or $2,583 at 6%. |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | $1,111,593 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $958,366 | $620 | $310iApproximate average salary by contribution assumption: employee only about $7,750 at 4% or $5,167 at 6%; with 50% employer match about $5,167 at 4% or $3,444 at 6%; with 100% employer match about $3,875 at 4% or $2,583 at 6%. |
| 2012 | 2 | 2 | $2,128,777 | $37,500 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | $1,236,158 | $37,500 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $892,619 | - | - |
| 2011 | 2 | 2 | $1,934,078 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | $1,093,795 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $840,283 | - | - |
| 2010 | 1 | 2 | $832,618 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 2 | $832,618 | - | - |
| 2009 | 2 | 3 | $1,762,139 | $41,000 | $13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%. |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | $1,009,231 | $41,000 | $20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 3 | $752,908 | - | - |
| 2008 | 2 | 3 | $0 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 3 | - | - | - |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 3 | - | - | - |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2006 | 2 | 3 | $710,804 | $42,971 | $14,324iApproximate average salary by contribution assumption: employee only about $358,092 at 4% or $238,728 at 6%; with 50% employer match about $238,728 at 4% or $159,152 at 6%; with 100% employer match about $179,046 at 4% or $119,364 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 3 | $710,804 | $42,971 | $14,324iApproximate average salary by contribution assumption: employee only about $358,092 at 4% or $238,728 at 6%; with 50% employer match about $238,728 at 4% or $159,152 at 6%; with 100% employer match about $179,046 at 4% or $119,364 at 6%. |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2005 | 2 | 3 | $646,372 | $85,971 | $28,657iApproximate average salary by contribution assumption: employee only about $716,425 at 4% or $477,617 at 6%; with 50% employer match about $477,617 at 4% or $318,411 at 6%; with 100% employer match about $358,213 at 4% or $238,808 at 6%. |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 3 | $646,372 | $85,971 | $28,657iApproximate average salary by contribution assumption: employee only about $716,425 at 4% or $477,617 at 6%; with 50% employer match about $477,617 at 4% or $318,411 at 6%; with 100% employer match about $358,213 at 4% or $238,808 at 6%. |
| MONROY ASSET MANAGEMENT INC DEFINED BENEFIT PLAN | - | 2 | - | - | - |
| 2004 | 1 | 3 | $0 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 3 | - | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Monroy Asset Management Inc Voluntary Employee Benefit Association | - | 3 | - | - | - |