Civic Intelligence

Neubert Pepe & Monteith PC

Plan context: Neubert Pepe & Monteith PC 401K Retirement Plan

EIN 06-1367531 • New Haven, CT • 25 filings • 4 plans

195 Church St. 13th FloorNew Haven, CT 06510
Current Snapshot

Latest Year

2024

2024 Participants

104

2024 Assets

$19,681,538

2024 Contributions

$1,207,808

Historical Graphs

Total Assets Over Time

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

$22,690,887$11,345,444$0200020132024YearValue
$19,681,538Latest year 2024

Participants Over Time

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

104520200020122024YearValue
104Latest 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
20241104$19,681,538$1,207,808$11,614iApproximate average salary by contribution assumption: employee only about $290,338 at 4% or $193,559 at 6%; with 50% employer match about $193,559 at 4% or $129,039 at 6%; with 100% employer match about $145,169 at 4% or $96,779 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-104$19,681,538$1,207,808$11,614iApproximate average salary by contribution assumption: employee only about $290,338 at 4% or $193,559 at 6%; with 50% employer match about $193,559 at 4% or $129,039 at 6%; with 100% employer match about $145,169 at 4% or $96,779 at 6%.
2023193$16,735,607$1,902,326$20,455iApproximate average salary by contribution assumption: employee only about $511,378 at 4% or $340,919 at 6%; with 50% employer match about $340,919 at 4% or $227,279 at 6%; with 100% employer match about $255,689 at 4% or $170,459 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-93$16,735,607$1,902,326$20,455iApproximate average salary by contribution assumption: employee only about $511,378 at 4% or $340,919 at 6%; with 50% employer match about $340,919 at 4% or $227,279 at 6%; with 100% employer match about $255,689 at 4% or $170,459 at 6%.
2022193$17,500,116$882,861$9,493iApproximate average salary by contribution assumption: employee only about $237,328 at 4% or $158,219 at 6%; with 50% employer match about $158,219 at 4% or $105,479 at 6%; with 100% employer match about $118,664 at 4% or $79,109 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-93$17,500,116$882,861$9,493iApproximate average salary by contribution assumption: employee only about $237,328 at 4% or $158,219 at 6%; with 50% employer match about $158,219 at 4% or $105,479 at 6%; with 100% employer match about $118,664 at 4% or $79,109 at 6%.
2021187$22,690,887$799,839$9,194iApproximate average salary by contribution assumption: employee only about $229,839 at 4% or $153,226 at 6%; with 50% employer match about $153,226 at 4% or $102,151 at 6%; with 100% employer match about $114,919 at 4% or $76,613 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-87$22,690,887$799,839$9,194iApproximate average salary by contribution assumption: employee only about $229,839 at 4% or $153,226 at 6%; with 50% employer match about $153,226 at 4% or $102,151 at 6%; with 100% employer match about $114,919 at 4% or $76,613 at 6%.
2020185$19,872,781$717,920$8,446iApproximate average salary by contribution assumption: employee only about $211,153 at 4% or $140,769 at 6%; with 50% employer match about $140,769 at 4% or $93,846 at 6%; with 100% employer match about $105,576 at 4% or $70,384 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-85$19,872,781$717,920$8,446iApproximate average salary by contribution assumption: employee only about $211,153 at 4% or $140,769 at 6%; with 50% employer match about $140,769 at 4% or $93,846 at 6%; with 100% employer match about $105,576 at 4% or $70,384 at 6%.
2019171$15,902,068$611,439$8,612iApproximate average salary by contribution assumption: employee only about $215,295 at 4% or $143,530 at 6%; with 50% employer match about $143,530 at 4% or $95,687 at 6%; with 100% employer match about $107,648 at 4% or $71,765 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-71$15,902,068$611,439$8,612iApproximate average salary by contribution assumption: employee only about $215,295 at 4% or $143,530 at 6%; with 50% employer match about $143,530 at 4% or $95,687 at 6%; with 100% employer match about $107,648 at 4% or $71,765 at 6%.
2018164$13,161,388$583,704$9,120iApproximate average salary by contribution assumption: employee only about $228,009 at 4% or $152,006 at 6%; with 50% employer match about $152,006 at 4% or $101,338 at 6%; with 100% employer match about $114,005 at 4% or $76,003 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-64$13,161,388$583,704$9,120iApproximate average salary by contribution assumption: employee only about $228,009 at 4% or $152,006 at 6%; with 50% employer match about $152,006 at 4% or $101,338 at 6%; with 100% employer match about $114,005 at 4% or $76,003 at 6%.
2017162$14,460,552$747,915$12,063iApproximate average salary by contribution assumption: employee only about $301,579 at 4% or $201,052 at 6%; with 50% employer match about $201,052 at 4% or $134,035 at 6%; with 100% employer match about $150,789 at 4% or $100,526 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-62$14,460,552$747,915$12,063iApproximate average salary by contribution assumption: employee only about $301,579 at 4% or $201,052 at 6%; with 50% employer match about $201,052 at 4% or $134,035 at 6%; with 100% employer match about $150,789 at 4% or $100,526 at 6%.
2016164$12,124,321$742,571$11,603iApproximate average salary by contribution assumption: employee only about $290,067 at 4% or $193,378 at 6%; with 50% employer match about $193,378 at 4% or $128,919 at 6%; with 100% employer match about $145,033 at 4% or $96,689 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-64$12,124,321$742,571$11,603iApproximate average salary by contribution assumption: employee only about $290,067 at 4% or $193,378 at 6%; with 50% employer match about $193,378 at 4% or $128,919 at 6%; with 100% employer match about $145,033 at 4% or $96,689 at 6%.
2015164$11,336,357$757,706$11,839iApproximate average salary by contribution assumption: employee only about $295,979 at 4% or $197,319 at 6%; with 50% employer match about $197,319 at 4% or $131,546 at 6%; with 100% employer match about $147,989 at 4% or $98,660 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-64$11,336,357$757,706$11,839iApproximate average salary by contribution assumption: employee only about $295,979 at 4% or $197,319 at 6%; with 50% employer match about $197,319 at 4% or $131,546 at 6%; with 100% employer match about $147,989 at 4% or $98,660 at 6%.
2014162$10,919,485$792,027$12,775iApproximate average salary by contribution assumption: employee only about $319,366 at 4% or $212,910 at 6%; with 50% employer match about $212,910 at 4% or $141,940 at 6%; with 100% employer match about $159,683 at 4% or $106,455 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-62$10,919,485$792,027$12,775iApproximate average salary by contribution assumption: employee only about $319,366 at 4% or $212,910 at 6%; with 50% employer match about $212,910 at 4% or $141,940 at 6%; with 100% employer match about $159,683 at 4% or $106,455 at 6%.
2013161$10,113,758$749,877$12,293iApproximate average salary by contribution assumption: employee only about $307,327 at 4% or $204,884 at 6%; with 50% employer match about $204,884 at 4% or $136,590 at 6%; with 100% employer match about $153,663 at 4% or $102,442 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-61$10,113,758$749,877$12,293iApproximate average salary by contribution assumption: employee only about $307,327 at 4% or $204,884 at 6%; with 50% employer match about $204,884 at 4% or $136,590 at 6%; with 100% employer match about $153,663 at 4% or $102,442 at 6%.
2012165$7,938,049$724,054$11,139iApproximate average salary by contribution assumption: employee only about $278,482 at 4% or $185,655 at 6%; with 50% employer match about $185,655 at 4% or $123,770 at 6%; with 100% employer match about $139,241 at 4% or $92,827 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-65$7,938,049$724,054$11,139iApproximate average salary by contribution assumption: employee only about $278,482 at 4% or $185,655 at 6%; with 50% employer match about $185,655 at 4% or $123,770 at 6%; with 100% employer match about $139,241 at 4% or $92,827 at 6%.
2011160$6,506,033$692,275$11,538iApproximate average salary by contribution assumption: employee only about $288,448 at 4% or $192,299 at 6%; with 50% employer match about $192,299 at 4% or $128,199 at 6%; with 100% employer match about $144,224 at 4% or $96,149 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-60$6,506,033$692,275$11,538iApproximate average salary by contribution assumption: employee only about $288,448 at 4% or $192,299 at 6%; with 50% employer match about $192,299 at 4% or $128,199 at 6%; with 100% employer match about $144,224 at 4% or $96,149 at 6%.
2010159$6,112,644$616,227$10,445iApproximate average salary by contribution assumption: employee only about $261,113 at 4% or $174,075 at 6%; with 50% employer match about $174,075 at 4% or $116,050 at 6%; with 100% employer match about $130,557 at 4% or $87,038 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-59$6,112,644$616,227$10,445iApproximate average salary by contribution assumption: employee only about $261,113 at 4% or $174,075 at 6%; with 50% employer match about $174,075 at 4% or $116,050 at 6%; with 100% employer match about $130,557 at 4% or $87,038 at 6%.
2009155$4,944,460$595,745$10,832iApproximate average salary by contribution assumption: employee only about $270,793 at 4% or $180,529 at 6%; with 50% employer match about $180,529 at 4% or $120,353 at 6%; with 100% employer match about $135,397 at 4% or $90,264 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-55$4,944,460$595,745$10,832iApproximate average salary by contribution assumption: employee only about $270,793 at 4% or $180,529 at 6%; with 50% employer match about $180,529 at 4% or $120,353 at 6%; with 100% employer match about $135,397 at 4% or $90,264 at 6%.
2008143$3,519,822$738,204$17,168iApproximate average salary by contribution assumption: employee only about $429,188 at 4% or $286,126 at 6%; with 50% employer match about $286,126 at 4% or $190,750 at 6%; with 100% employer match about $214,594 at 4% or $143,063 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-43$3,519,822$738,204$17,168iApproximate average salary by contribution assumption: employee only about $429,188 at 4% or $286,126 at 6%; with 50% employer match about $286,126 at 4% or $190,750 at 6%; with 100% employer match about $214,594 at 4% or $143,063 at 6%.
2007144$4,601,652$654,375$14,872iApproximate average salary by contribution assumption: employee only about $371,804 at 4% or $247,869 at 6%; with 50% employer match about $247,869 at 4% or $165,246 at 6%; with 100% employer match about $185,902 at 4% or $123,935 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-44$4,601,652$654,375$14,872iApproximate average salary by contribution assumption: employee only about $371,804 at 4% or $247,869 at 6%; with 50% employer match about $247,869 at 4% or $165,246 at 6%; with 100% employer match about $185,902 at 4% or $123,935 at 6%.
2006137$3,763,310$292,189$7,897iApproximate average salary by contribution assumption: employee only about $197,425 at 4% or $131,617 at 6%; with 50% employer match about $131,617 at 4% or $87,744 at 6%; with 100% employer match about $98,713 at 4% or $65,808 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-37$3,763,310$292,189$7,897iApproximate average salary by contribution assumption: employee only about $197,425 at 4% or $131,617 at 6%; with 50% employer match about $131,617 at 4% or $87,744 at 6%; with 100% employer match about $98,713 at 4% or $65,808 at 6%.
2005135$3,072,232$508,665$14,533iApproximate average salary by contribution assumption: employee only about $363,332 at 4% or $242,221 at 6%; with 50% employer match about $242,221 at 4% or $161,481 at 6%; with 100% employer match about $181,666 at 4% or $121,111 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-35$3,072,232$508,665$14,533iApproximate average salary by contribution assumption: employee only about $363,332 at 4% or $242,221 at 6%; with 50% employer match about $242,221 at 4% or $161,481 at 6%; with 100% employer match about $181,666 at 4% or $121,111 at 6%.
2004134$2,332,690$404,750$11,904iApproximate average salary by contribution assumption: employee only about $297,610 at 4% or $198,407 at 6%; with 50% employer match about $198,407 at 4% or $132,271 at 6%; with 100% employer match about $148,805 at 4% or $99,203 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-34$2,332,690$404,750$11,904iApproximate average salary by contribution assumption: employee only about $297,610 at 4% or $198,407 at 6%; with 50% employer match about $198,407 at 4% or $132,271 at 6%; with 100% employer match about $148,805 at 4% or $99,203 at 6%.
2003128$1,721,217$362,566$12,949iApproximate average salary by contribution assumption: employee only about $323,720 at 4% or $215,813 at 6%; with 50% employer match about $215,813 at 4% or $143,875 at 6%; with 100% employer match about $161,860 at 4% or $107,907 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-28$1,721,217$362,566$12,949iApproximate average salary by contribution assumption: employee only about $323,720 at 4% or $215,813 at 6%; with 50% employer match about $215,813 at 4% or $143,875 at 6%; with 100% employer match about $161,860 at 4% or $107,907 at 6%.
2002124$0$0-
Neubert Pepe & Monteith PC 401K Retirement Plan-24---
2001127$1,118,557$148,074$5,484iApproximate average salary by contribution assumption: employee only about $137,106 at 4% or $91,404 at 6%; with 50% employer match about $91,404 at 4% or $60,936 at 6%; with 100% employer match about $68,553 at 4% or $45,702 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-27$1,118,557$148,074$5,484iApproximate average salary by contribution assumption: employee only about $137,106 at 4% or $91,404 at 6%; with 50% employer match about $91,404 at 4% or $60,936 at 6%; with 100% employer match about $68,553 at 4% or $45,702 at 6%.
2000125$1,073,045$110,902$4,436iApproximate average salary by contribution assumption: employee only about $110,902 at 4% or $73,935 at 6%; with 50% employer match about $73,935 at 4% or $49,290 at 6%; with 100% employer match about $55,451 at 4% or $36,967 at 6%.
Neubert Pepe & Monteith PC 401K Retirement Plan-25$1,073,045$110,902$4,436iApproximate average salary by contribution assumption: employee only about $110,902 at 4% or $73,935 at 6%; with 50% employer match about $73,935 at 4% or $49,290 at 6%; with 100% employer match about $55,451 at 4% or $36,967 at 6%.