Civic Intelligence

William P. Montague

Plan context: William P. Montague 401 (K) Plan

EIN 10-0004244 • Clarence Center, NY • 23 filings • 2 plans

9729 Silver Birch CTClarence Center, NY 14032
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,695,381

2024 Contributions

$76,500

Historical Graphs

Total Assets Over Time

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

$3,039,827$1,519,914$0200320142024YearValue
$2,695,381Latest year 2024

Participants Over Time

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

420200320142024YearValue
2Latest 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
202412$2,695,381$76,500$38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%.
William P. Montague 401 (K) Plan-2$2,695,381$76,500$38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%.
202312$2,391,899$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
William P. Montague 401 (K) Plan-2$2,391,899$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
202214$2,469,604$93,310$23,328iApproximate average salary by contribution assumption: employee only about $583,188 at 4% or $388,792 at 6%; with 50% employer match about $388,792 at 4% or $259,194 at 6%; with 100% employer match about $291,594 at 4% or $194,396 at 6%.
William P. Montague 401 (K) Plan-4$2,469,604$93,310$23,328iApproximate average salary by contribution assumption: employee only about $583,188 at 4% or $388,792 at 6%; with 50% employer match about $388,792 at 4% or $259,194 at 6%; with 100% employer match about $291,594 at 4% or $194,396 at 6%.
202114$3,039,827$108,390$27,098iApproximate average salary by contribution assumption: employee only about $677,438 at 4% or $451,625 at 6%; with 50% employer match about $451,625 at 4% or $301,083 at 6%; with 100% employer match about $338,719 at 4% or $225,813 at 6%.
William P. Montague 401 (K) Plan-4$3,039,827$108,390$27,098iApproximate average salary by contribution assumption: employee only about $677,438 at 4% or $451,625 at 6%; with 50% employer match about $451,625 at 4% or $301,083 at 6%; with 100% employer match about $338,719 at 4% or $225,813 at 6%.
202014$2,658,063$109,204$27,301iApproximate average salary by contribution assumption: employee only about $682,525 at 4% or $455,017 at 6%; with 50% employer match about $455,017 at 4% or $303,344 at 6%; with 100% employer match about $341,263 at 4% or $227,508 at 6%.
William P. Montague 401 (K) Plan-4$2,658,063$109,204$27,301iApproximate average salary by contribution assumption: employee only about $682,525 at 4% or $455,017 at 6%; with 50% employer match about $455,017 at 4% or $303,344 at 6%; with 100% employer match about $341,263 at 4% or $227,508 at 6%.
201914$2,268,695$93,070$23,268iApproximate average salary by contribution assumption: employee only about $581,688 at 4% or $387,792 at 6%; with 50% employer match about $387,792 at 4% or $258,528 at 6%; with 100% employer match about $290,844 at 4% or $193,896 at 6%.
William P. Montague 401 (K) Plan-4$2,268,695$93,070$23,268iApproximate average salary by contribution assumption: employee only about $581,688 at 4% or $387,792 at 6%; with 50% employer match about $387,792 at 4% or $258,528 at 6%; with 100% employer match about $290,844 at 4% or $193,896 at 6%.
201814$1,948,142$97,838$24,460iApproximate average salary by contribution assumption: employee only about $611,488 at 4% or $407,658 at 6%; with 50% employer match about $407,658 at 4% or $271,772 at 6%; with 100% employer match about $305,744 at 4% or $203,829 at 6%.
William P. Montague 401 (K) Plan-4$1,948,142$97,838$24,460iApproximate average salary by contribution assumption: employee only about $611,488 at 4% or $407,658 at 6%; with 50% employer match about $407,658 at 4% or $271,772 at 6%; with 100% employer match about $305,744 at 4% or $203,829 at 6%.
201714$1,976,670$102,726$25,682iApproximate average salary by contribution assumption: employee only about $642,038 at 4% or $428,025 at 6%; with 50% employer match about $428,025 at 4% or $285,350 at 6%; with 100% employer match about $321,019 at 4% or $214,013 at 6%.
William P. Montague 401 (K) Plan-4$1,976,670$102,726$25,682iApproximate average salary by contribution assumption: employee only about $642,038 at 4% or $428,025 at 6%; with 50% employer match about $428,025 at 4% or $285,350 at 6%; with 100% employer match about $321,019 at 4% or $214,013 at 6%.
201614$1,762,750$101,795$25,449iApproximate average salary by contribution assumption: employee only about $636,219 at 4% or $424,146 at 6%; with 50% employer match about $424,146 at 4% or $282,764 at 6%; with 100% employer match about $318,109 at 4% or $212,073 at 6%.
William P. Montague 401 (K) Plan-4$1,762,750$101,795$25,449iApproximate average salary by contribution assumption: employee only about $636,219 at 4% or $424,146 at 6%; with 50% employer match about $424,146 at 4% or $282,764 at 6%; with 100% employer match about $318,109 at 4% or $212,073 at 6%.
201514$1,591,022$85,390$21,348iApproximate average salary by contribution assumption: employee only about $533,688 at 4% or $355,792 at 6%; with 50% employer match about $355,792 at 4% or $237,194 at 6%; with 100% employer match about $266,844 at 4% or $177,896 at 6%.
William P. Montague 401 (K) Plan-4$1,591,022$85,390$21,348iApproximate average salary by contribution assumption: employee only about $533,688 at 4% or $355,792 at 6%; with 50% employer match about $355,792 at 4% or $237,194 at 6%; with 100% employer match about $266,844 at 4% or $177,896 at 6%.
201414$1,499,810$77,877$19,469iApproximate average salary by contribution assumption: employee only about $486,731 at 4% or $324,488 at 6%; with 50% employer match about $324,488 at 4% or $216,325 at 6%; with 100% employer match about $243,366 at 4% or $162,244 at 6%.
William P. Montague 401 (K) Plan-4$1,499,810$77,877$19,469iApproximate average salary by contribution assumption: employee only about $486,731 at 4% or $324,488 at 6%; with 50% employer match about $324,488 at 4% or $216,325 at 6%; with 100% employer match about $243,366 at 4% or $162,244 at 6%.
201314$1,329,778$180,034$45,009iApproximate average salary by contribution assumption: employee only about $1,125,213 at 4% or $750,142 at 6%; with 50% employer match about $750,142 at 4% or $500,094 at 6%; with 100% employer match about $562,606 at 4% or $375,071 at 6%.
William P. Montague 401 (K) Plan-4$1,329,778$180,034$45,009iApproximate average salary by contribution assumption: employee only about $1,125,213 at 4% or $750,142 at 6%; with 50% employer match about $750,142 at 4% or $500,094 at 6%; with 100% employer match about $562,606 at 4% or $375,071 at 6%.
201224$971,313$967,667$241,917iApproximate average salary by contribution assumption: employee only about $6,047,919 at 4% or $4,031,946 at 6%; with 50% employer match about $4,031,946 at 4% or $2,687,964 at 6%; with 100% employer match about $3,023,959 at 4% or $2,015,973 at 6%.
William P. Montague 401 (K) Plan-4$971,313$967,667$241,917iApproximate average salary by contribution assumption: employee only about $6,047,919 at 4% or $4,031,946 at 6%; with 50% employer match about $4,031,946 at 4% or $2,687,964 at 6%; with 100% employer match about $3,023,959 at 4% or $2,015,973 at 6%.
William P. Montague Pension Plan-0---
201111$905,016$135,000$135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%.
William P. Montague Pension Plan-1$905,016$135,000$135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%.
201011$796,374$101,144$101,144iApproximate average salary by contribution assumption: employee only about $2,528,600 at 4% or $1,685,733 at 6%; with 50% employer match about $1,685,733 at 4% or $1,123,822 at 6%; with 100% employer match about $1,264,300 at 4% or $842,867 at 6%.
William P. Montague Pension Plan-1$796,374$101,144$101,144iApproximate average salary by contribution assumption: employee only about $2,528,600 at 4% or $1,685,733 at 6%; with 50% employer match about $1,685,733 at 4% or $1,123,822 at 6%; with 100% employer match about $1,264,300 at 4% or $842,867 at 6%.
200911$640,459$111,974$111,974iApproximate average salary by contribution assumption: employee only about $2,799,350 at 4% or $1,866,233 at 6%; with 50% employer match about $1,866,233 at 4% or $1,244,156 at 6%; with 100% employer match about $1,399,675 at 4% or $933,117 at 6%.
William P. Montague Pension Plan-1$640,459$111,974$111,974iApproximate average salary by contribution assumption: employee only about $2,799,350 at 4% or $1,866,233 at 6%; with 50% employer match about $1,866,233 at 4% or $1,244,156 at 6%; with 100% employer match about $1,399,675 at 4% or $933,117 at 6%.
200811$421,718$82,529$82,529iApproximate average salary by contribution assumption: employee only about $2,063,225 at 4% or $1,375,483 at 6%; with 50% employer match about $1,375,483 at 4% or $916,989 at 6%; with 100% employer match about $1,031,613 at 4% or $687,742 at 6%.
William P. Montague Pension Plan-1$421,718$82,529$82,529iApproximate average salary by contribution assumption: employee only about $2,063,225 at 4% or $1,375,483 at 6%; with 50% employer match about $1,375,483 at 4% or $916,989 at 6%; with 100% employer match about $1,031,613 at 4% or $687,742 at 6%.
200711$0$0-
William P. Montague Pension Plan-1---
200611$414,940$93,274$93,274iApproximate average salary by contribution assumption: employee only about $2,331,850 at 4% or $1,554,567 at 6%; with 50% employer match about $1,554,567 at 4% or $1,036,378 at 6%; with 100% employer match about $1,165,925 at 4% or $777,283 at 6%.
William P. Montague Pension Plan-1$414,940$93,274$93,274iApproximate average salary by contribution assumption: employee only about $2,331,850 at 4% or $1,554,567 at 6%; with 50% employer match about $1,554,567 at 4% or $1,036,378 at 6%; with 100% employer match about $1,165,925 at 4% or $777,283 at 6%.
200511$305,672$88,251$88,251iApproximate average salary by contribution assumption: employee only about $2,206,275 at 4% or $1,470,850 at 6%; with 50% employer match about $1,470,850 at 4% or $980,567 at 6%; with 100% employer match about $1,103,138 at 4% or $735,425 at 6%.
William P. Montague Pension Plan-1$305,672$88,251$88,251iApproximate average salary by contribution assumption: employee only about $2,206,275 at 4% or $1,470,850 at 6%; with 50% employer match about $1,470,850 at 4% or $980,567 at 6%; with 100% employer match about $1,103,138 at 4% or $735,425 at 6%.
200411$209,051$71,178$71,178iApproximate average salary by contribution assumption: employee only about $1,779,450 at 4% or $1,186,300 at 6%; with 50% employer match about $1,186,300 at 4% or $790,867 at 6%; with 100% employer match about $889,725 at 4% or $593,150 at 6%.
William P. Montague Pension Plan-1$209,051$71,178$71,178iApproximate average salary by contribution assumption: employee only about $1,779,450 at 4% or $1,186,300 at 6%; with 50% employer match about $1,186,300 at 4% or $790,867 at 6%; with 100% employer match about $889,725 at 4% or $593,150 at 6%.
200311$134,136$89,281$89,281iApproximate average salary by contribution assumption: employee only about $2,232,025 at 4% or $1,488,017 at 6%; with 50% employer match about $1,488,017 at 4% or $992,011 at 6%; with 100% employer match about $1,116,013 at 4% or $744,008 at 6%.
William P. Montague Pension Plan-1$134,136$89,281$89,281iApproximate average salary by contribution assumption: employee only about $2,232,025 at 4% or $1,488,017 at 6%; with 50% employer match about $1,488,017 at 4% or $992,011 at 6%; with 100% employer match about $1,116,013 at 4% or $744,008 at 6%.