Civic Intelligence

Brian J. Lambert, Dds, MD & Michael S. Monto, DMD, MD a Professional C

Plan context: Lambert & Monto Retirement Plan

EIN 06-1604615 • Middletown, NY • 14 filings • 1 plans

451 East Main StreetMiddletown, NY 10940
Current Snapshot

Latest Year

2017

2017 Participants

15

2017 Assets

$1,157,522

2017 Contributions

$23,227

Historical Graphs

Total Assets Over Time

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

$1,762,834$881,417$0200420112016YearValue
$1,157,522Latest year 2016

Participants Over Time

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

21110200420102016YearValue
15Latest year 2016

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
201710$0$0-
Lambert & Monto Retirement Plan-0$0--
2016115$1,157,522$23,227$1,548iApproximate average salary by contribution assumption: employee only about $38,712 at 4% or $25,808 at 6%; with 50% employer match about $25,808 at 4% or $17,205 at 6%; with 100% employer match about $19,356 at 4% or $12,904 at 6%.
Lambert & Monto Retirement Plan-15$1,157,522$23,227$1,548iApproximate average salary by contribution assumption: employee only about $38,712 at 4% or $25,808 at 6%; with 50% employer match about $25,808 at 4% or $17,205 at 6%; with 100% employer match about $19,356 at 4% or $12,904 at 6%.
2015120$1,762,834$73,491$3,675iApproximate average salary by contribution assumption: employee only about $91,864 at 4% or $61,243 at 6%; with 50% employer match about $61,243 at 4% or $40,828 at 6%; with 100% employer match about $45,932 at 4% or $30,621 at 6%.
Lambert & Monto Retirement Plan-20$1,762,834$73,491$3,675iApproximate average salary by contribution assumption: employee only about $91,864 at 4% or $61,243 at 6%; with 50% employer match about $61,243 at 4% or $40,828 at 6%; with 100% employer match about $45,932 at 4% or $30,621 at 6%.
2014120$1,723,289$87,703$4,385iApproximate average salary by contribution assumption: employee only about $109,629 at 4% or $73,086 at 6%; with 50% employer match about $73,086 at 4% or $48,724 at 6%; with 100% employer match about $54,814 at 4% or $36,543 at 6%.
Lambert & Monto Retirement Plan-20$1,723,289$87,703$4,385iApproximate average salary by contribution assumption: employee only about $109,629 at 4% or $73,086 at 6%; with 50% employer match about $73,086 at 4% or $48,724 at 6%; with 100% employer match about $54,814 at 4% or $36,543 at 6%.
2013121$1,580,473$90,269$4,299iApproximate average salary by contribution assumption: employee only about $107,463 at 4% or $71,642 at 6%; with 50% employer match about $71,642 at 4% or $47,761 at 6%; with 100% employer match about $53,732 at 4% or $35,821 at 6%.
Lambert & Monto Retirement Plan-21$1,580,473$90,269$4,299iApproximate average salary by contribution assumption: employee only about $107,463 at 4% or $71,642 at 6%; with 50% employer match about $71,642 at 4% or $47,761 at 6%; with 100% employer match about $53,732 at 4% or $35,821 at 6%.
2012121$1,286,923$87,966$4,189iApproximate average salary by contribution assumption: employee only about $104,721 at 4% or $69,814 at 6%; with 50% employer match about $69,814 at 4% or $46,543 at 6%; with 100% employer match about $52,361 at 4% or $34,907 at 6%.
Lambert & Monto Retirement Plan-21$1,286,923$87,966$4,189iApproximate average salary by contribution assumption: employee only about $104,721 at 4% or $69,814 at 6%; with 50% employer match about $69,814 at 4% or $46,543 at 6%; with 100% employer match about $52,361 at 4% or $34,907 at 6%.
2011121$1,066,568$75,341$3,588iApproximate average salary by contribution assumption: employee only about $89,692 at 4% or $59,794 at 6%; with 50% employer match about $59,794 at 4% or $39,863 at 6%; with 100% employer match about $44,846 at 4% or $29,897 at 6%.
Lambert & Monto Retirement Plan-21$1,066,568$75,341$3,588iApproximate average salary by contribution assumption: employee only about $89,692 at 4% or $59,794 at 6%; with 50% employer match about $59,794 at 4% or $39,863 at 6%; with 100% employer match about $44,846 at 4% or $29,897 at 6%.
2010120$1,028,394$76,966$3,848iApproximate average salary by contribution assumption: employee only about $96,208 at 4% or $64,138 at 6%; with 50% employer match about $64,138 at 4% or $42,759 at 6%; with 100% employer match about $48,104 at 4% or $32,069 at 6%.
Lambert & Monto Retirement Plan-20$1,028,394$76,966$3,848iApproximate average salary by contribution assumption: employee only about $96,208 at 4% or $64,138 at 6%; with 50% employer match about $64,138 at 4% or $42,759 at 6%; with 100% employer match about $48,104 at 4% or $32,069 at 6%.
2009120$856,256$269,586$13,479iApproximate average salary by contribution assumption: employee only about $336,983 at 4% or $224,655 at 6%; with 50% employer match about $224,655 at 4% or $149,770 at 6%; with 100% employer match about $168,491 at 4% or $112,328 at 6%.
Lambert & Monto Retirement Plan-20$856,256$269,586$13,479iApproximate average salary by contribution assumption: employee only about $336,983 at 4% or $224,655 at 6%; with 50% employer match about $224,655 at 4% or $149,770 at 6%; with 100% employer match about $168,491 at 4% or $112,328 at 6%.
2008113$0$0-
Lambert & Monto Retirement Plan-13---
2007115$0$0-
Lambert & Monto Retirement Plan-15---
200617$127,990$51,093$7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%.
Lambert & Monto Retirement Plan-7$127,990$51,093$7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%.
200516$68,428$47,291$7,882iApproximate average salary by contribution assumption: employee only about $197,046 at 4% or $131,364 at 6%; with 50% employer match about $131,364 at 4% or $87,576 at 6%; with 100% employer match about $98,523 at 4% or $65,682 at 6%.
Lambert & Monto Retirement Plan-6$68,428$47,291$7,882iApproximate average salary by contribution assumption: employee only about $197,046 at 4% or $131,364 at 6%; with 50% employer match about $131,364 at 4% or $87,576 at 6%; with 100% employer match about $98,523 at 4% or $65,682 at 6%.
200417$18,891$18,891$2,699iApproximate average salary by contribution assumption: employee only about $67,468 at 4% or $44,979 at 6%; with 50% employer match about $44,979 at 4% or $29,986 at 6%; with 100% employer match about $33,734 at 4% or $22,489 at 6%.
Lambert & Monto Retirement Plan-7$18,891$18,891$2,699iApproximate average salary by contribution assumption: employee only about $67,468 at 4% or $44,979 at 6%; with 50% employer match about $44,979 at 4% or $29,986 at 6%; with 100% employer match about $33,734 at 4% or $22,489 at 6%.