Civic Intelligence

Lillian Montalto

Plan context: Lillian Montalto Retirement Plan

EIN 04-3249293 • North Andover, MA • 15 filings • 1 plans

34 Park, Suite 1North Andover, MA 01810
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$1,510,206

2014 Contributions

$281,544

Historical Graphs

Total Assets Over Time

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

$1,510,206$755,103$0199920092014YearValue
$1,510,206Latest year 2014

Participants Over Time

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

630199920072014YearValue
1Latest year 2014

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
201411$1,510,206$281,544$281,544iApproximate average salary by contribution assumption: employee only about $7,038,600 at 4% or $4,692,400 at 6%; with 50% employer match about $4,692,400 at 4% or $3,128,267 at 6%; with 100% employer match about $3,519,300 at 4% or $2,346,200 at 6%.
Lillian Montalto Retirement Plan-1$1,510,206$281,544$281,544iApproximate average salary by contribution assumption: employee only about $7,038,600 at 4% or $4,692,400 at 6%; with 50% employer match about $4,692,400 at 4% or $3,128,267 at 6%; with 100% employer match about $3,519,300 at 4% or $2,346,200 at 6%.
201313$1,295,631$150,432$50,144iApproximate average salary by contribution assumption: employee only about $1,253,600 at 4% or $835,733 at 6%; with 50% employer match about $835,733 at 4% or $557,156 at 6%; with 100% employer match about $626,800 at 4% or $417,867 at 6%.
Lillian Montalto Retirement Plan-3$1,295,631$150,432$50,144iApproximate average salary by contribution assumption: employee only about $1,253,600 at 4% or $835,733 at 6%; with 50% employer match about $835,733 at 4% or $557,156 at 6%; with 100% employer match about $626,800 at 4% or $417,867 at 6%.
201213$1,145,248$77,565$25,855iApproximate average salary by contribution assumption: employee only about $646,375 at 4% or $430,917 at 6%; with 50% employer match about $430,917 at 4% or $287,278 at 6%; with 100% employer match about $323,188 at 4% or $215,458 at 6%.
Lillian Montalto Retirement Plan-3$1,145,248$77,565$25,855iApproximate average salary by contribution assumption: employee only about $646,375 at 4% or $430,917 at 6%; with 50% employer match about $430,917 at 4% or $287,278 at 6%; with 100% employer match about $323,188 at 4% or $215,458 at 6%.
201113$1,092,728$78,589$26,196iApproximate average salary by contribution assumption: employee only about $654,908 at 4% or $436,606 at 6%; with 50% employer match about $436,606 at 4% or $291,070 at 6%; with 100% employer match about $327,454 at 4% or $218,303 at 6%.
Lillian Montalto Retirement Plan-3$1,092,728$78,589$26,196iApproximate average salary by contribution assumption: employee only about $654,908 at 4% or $436,606 at 6%; with 50% employer match about $436,606 at 4% or $291,070 at 6%; with 100% employer match about $327,454 at 4% or $218,303 at 6%.
201013$766,278$0-
Lillian Montalto Retirement Plan-3$766,278--
200913$766,616$0-
Lillian Montalto Retirement Plan-3$766,616$0-
200813$0$0-
Lillian Montalto Retirement Plan-3---
200713$0$0-
Lillian Montalto Retirement Plan-3---
200614$772,531$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Lillian Montalto Retirement Plan-4$772,531$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200516$703,299$112,500$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%.
Lillian Montalto Retirement Plan-6$703,299$112,500$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%.
200414$699,661$110,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Lillian Montalto Retirement Plan-4$699,661$110,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200211$567,208$87,162$87,162iApproximate average salary by contribution assumption: employee only about $2,179,050 at 4% or $1,452,700 at 6%; with 50% employer match about $1,452,700 at 4% or $968,467 at 6%; with 100% employer match about $1,089,525 at 4% or $726,350 at 6%.
Lillian Montalto Retirement Plan-1$567,208$87,162$87,162iApproximate average salary by contribution assumption: employee only about $2,179,050 at 4% or $1,452,700 at 6%; with 50% employer match about $1,452,700 at 4% or $968,467 at 6%; with 100% employer match about $1,089,525 at 4% or $726,350 at 6%.
200111$0$0-
Lillian Montalto Retirement Plan-1---
200015$0$0-
Lillian Montalto Retirement Plan-5---
199912$253,107$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Lillian Montalto Retirement Plan-2$253,107$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.