Civic Intelligence

MONTROSE ADVISORS INCORPORATED

Plan context: MONTROSE ADVISORS INCORPORATED PROFIT SHARING/401(K) PLAN

EIN 13-3682463 • New York, NY • 2 filings • 1 plans

7 East 60th Street2nd FloorNew York, NY 10022
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,555,372

2025 Contributions

$60,543

Historical Graphs

Total Assets Over Time

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

$2,555,372$1,277,686$020242025YearValue
$2,555,372Latest year 2025

Participants Over Time

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

63020242025YearValue
6Latest year 2025

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
202516$2,555,372$60,543$10,091iApproximate average salary by contribution assumption: employee only about $252,263 at 4% or $168,175 at 6%; with 50% employer match about $168,175 at 4% or $112,117 at 6%; with 100% employer match about $126,131 at 4% or $84,088 at 6%.
MONTROSE ADVISORS INCORPORATED PROFIT SHARING/401(K) PLAN-6$2,555,372$60,543$10,091iApproximate average salary by contribution assumption: employee only about $252,263 at 4% or $168,175 at 6%; with 50% employer match about $168,175 at 4% or $112,117 at 6%; with 100% employer match about $126,131 at 4% or $84,088 at 6%.
202416$2,376,022$2,282,210$380,368iApproximate average salary by contribution assumption: employee only about $9,509,208 at 4% or $6,339,472 at 6%; with 50% employer match about $6,339,472 at 4% or $4,226,315 at 6%; with 100% employer match about $4,754,604 at 4% or $3,169,736 at 6%.
MONTROSE ADVISORS INCORPORATED PROFIT SHARING/401(K) PLAN-6$2,376,022$2,282,210$380,368iApproximate average salary by contribution assumption: employee only about $9,509,208 at 4% or $6,339,472 at 6%; with 50% employer match about $6,339,472 at 4% or $4,226,315 at 6%; with 100% employer match about $4,754,604 at 4% or $3,169,736 at 6%.