Civic Intelligence

Montfort Brothers Inc.

Plan context: The Montfort Group Simple 401K Plan & Trust

EIN 14-1402204 • Fishkill, NY • 26 filings • 4 plans

44 Elm StreetFishkill, NY 12524
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,687,300

2024 Contributions

$269,807

Historical Graphs

Total Assets Over Time

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

$3,687,300$1,843,650$0199920122024YearValue
$3,687,300Latest year 2024

Participants Over Time

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

52260199920122024YearValue
21Latest 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
2024121$3,687,300$269,807$12,848iApproximate average salary by contribution assumption: employee only about $321,199 at 4% or $214,133 at 6%; with 50% employer match about $214,133 at 4% or $142,755 at 6%; with 100% employer match about $160,599 at 4% or $107,066 at 6%.
The Montfort Group Simple 401K Plan & Trust-21$3,687,300$269,807$12,848iApproximate average salary by contribution assumption: employee only about $321,199 at 4% or $214,133 at 6%; with 50% employer match about $214,133 at 4% or $142,755 at 6%; with 100% employer match about $160,599 at 4% or $107,066 at 6%.
2023123$3,170,686$230,631$10,027iApproximate average salary by contribution assumption: employee only about $250,686 at 4% or $167,124 at 6%; with 50% employer match about $167,124 at 4% or $111,416 at 6%; with 100% employer match about $125,343 at 4% or $83,562 at 6%.
The Montfort Group Simple 401K Plan & Trust-23$3,170,686$230,631$10,027iApproximate average salary by contribution assumption: employee only about $250,686 at 4% or $167,124 at 6%; with 50% employer match about $167,124 at 4% or $111,416 at 6%; with 100% employer match about $125,343 at 4% or $83,562 at 6%.
2022122$2,620,439$203,339$9,243iApproximate average salary by contribution assumption: employee only about $231,067 at 4% or $154,045 at 6%; with 50% employer match about $154,045 at 4% or $102,696 at 6%; with 100% employer match about $115,534 at 4% or $77,022 at 6%.
The Montfort Group Simple 401K Plan & Trust-22$2,620,439$203,339$9,243iApproximate average salary by contribution assumption: employee only about $231,067 at 4% or $154,045 at 6%; with 50% employer match about $154,045 at 4% or $102,696 at 6%; with 100% employer match about $115,534 at 4% or $77,022 at 6%.
2021120$3,149,612$205,219$10,261iApproximate average salary by contribution assumption: employee only about $256,524 at 4% or $171,016 at 6%; with 50% employer match about $171,016 at 4% or $114,011 at 6%; with 100% employer match about $128,262 at 4% or $85,508 at 6%.
The Montfort Group Simple 401K Plan & Trust-20$3,149,612$205,219$10,261iApproximate average salary by contribution assumption: employee only about $256,524 at 4% or $171,016 at 6%; with 50% employer match about $171,016 at 4% or $114,011 at 6%; with 100% employer match about $128,262 at 4% or $85,508 at 6%.
2020127$3,056,565$220,247$8,157iApproximate average salary by contribution assumption: employee only about $203,932 at 4% or $135,955 at 6%; with 50% employer match about $135,955 at 4% or $90,637 at 6%; with 100% employer match about $101,966 at 4% or $67,977 at 6%.
The Montfort Group Simple 401K Plan & Trust-27$3,056,565$220,247$8,157iApproximate average salary by contribution assumption: employee only about $203,932 at 4% or $135,955 at 6%; with 50% employer match about $135,955 at 4% or $90,637 at 6%; with 100% employer match about $101,966 at 4% or $67,977 at 6%.
2019129$2,697,868$185,259$6,388iApproximate average salary by contribution assumption: employee only about $159,706 at 4% or $106,471 at 6%; with 50% employer match about $106,471 at 4% or $70,980 at 6%; with 100% employer match about $79,853 at 4% or $53,235 at 6%.
The Montfort Group Simple 401K Plan & Trust-29$2,697,868$185,259$6,388iApproximate average salary by contribution assumption: employee only about $159,706 at 4% or $106,471 at 6%; with 50% employer match about $106,471 at 4% or $70,980 at 6%; with 100% employer match about $79,853 at 4% or $53,235 at 6%.
2018130$2,062,850$179,397$5,980iApproximate average salary by contribution assumption: employee only about $149,498 at 4% or $99,665 at 6%; with 50% employer match about $99,665 at 4% or $66,443 at 6%; with 100% employer match about $74,749 at 4% or $49,833 at 6%.
The Montfort Group Simple 401K Plan & Trust-30$2,062,850$179,397$5,980iApproximate average salary by contribution assumption: employee only about $149,498 at 4% or $99,665 at 6%; with 50% employer match about $99,665 at 4% or $66,443 at 6%; with 100% employer match about $74,749 at 4% or $49,833 at 6%.
2017129$2,134,210$160,065$5,519iApproximate average salary by contribution assumption: employee only about $137,987 at 4% or $91,991 at 6%; with 50% employer match about $91,991 at 4% or $61,328 at 6%; with 100% employer match about $68,994 at 4% or $45,996 at 6%.
The Montfort Group Simple 401K Plan & Trust-29$2,134,210$160,065$5,519iApproximate average salary by contribution assumption: employee only about $137,987 at 4% or $91,991 at 6%; with 50% employer match about $91,991 at 4% or $61,328 at 6%; with 100% employer match about $68,994 at 4% or $45,996 at 6%.
2016136$1,671,710$156,585$4,350iApproximate average salary by contribution assumption: employee only about $108,740 at 4% or $72,493 at 6%; with 50% employer match about $72,493 at 4% or $48,329 at 6%; with 100% employer match about $54,370 at 4% or $36,247 at 6%.
The Montfort Group Simple 401K Plan & Trust-36$1,671,710$156,585$4,350iApproximate average salary by contribution assumption: employee only about $108,740 at 4% or $72,493 at 6%; with 50% employer match about $72,493 at 4% or $48,329 at 6%; with 100% employer match about $54,370 at 4% or $36,247 at 6%.
2015132$1,633,985$155,674$4,865iApproximate average salary by contribution assumption: employee only about $121,620 at 4% or $81,080 at 6%; with 50% employer match about $81,080 at 4% or $54,053 at 6%; with 100% employer match about $60,810 at 4% or $40,540 at 6%.
The Montfort Group Simple 401K Plan & Trust-32$1,633,985$155,674$4,865iApproximate average salary by contribution assumption: employee only about $121,620 at 4% or $81,080 at 6%; with 50% employer match about $81,080 at 4% or $54,053 at 6%; with 100% employer match about $60,810 at 4% or $40,540 at 6%.
2014136$1,586,921$131,226$3,645iApproximate average salary by contribution assumption: employee only about $91,129 at 4% or $60,753 at 6%; with 50% employer match about $60,753 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,376 at 6%.
The Montfort Group Simple 401K Plan & Trust-36$1,586,921$131,226$3,645iApproximate average salary by contribution assumption: employee only about $91,129 at 4% or $60,753 at 6%; with 50% employer match about $60,753 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,376 at 6%.
2013129$1,374,129$128,322$4,425iApproximate average salary by contribution assumption: employee only about $110,622 at 4% or $73,748 at 6%; with 50% employer match about $73,748 at 4% or $49,166 at 6%; with 100% employer match about $55,311 at 4% or $36,874 at 6%.
The Montfort Group Simple 401K Plan & Trust-29$1,374,129$128,322$4,425iApproximate average salary by contribution assumption: employee only about $110,622 at 4% or $73,748 at 6%; with 50% employer match about $73,748 at 4% or $49,166 at 6%; with 100% employer match about $55,311 at 4% or $36,874 at 6%.
2012130$1,308,835$104,328$3,478iApproximate average salary by contribution assumption: employee only about $86,940 at 4% or $57,960 at 6%; with 50% employer match about $57,960 at 4% or $38,640 at 6%; with 100% employer match about $43,470 at 4% or $28,980 at 6%.
The Montfort Group Simple 401K Plan & Trust-30$1,308,835$104,328$3,478iApproximate average salary by contribution assumption: employee only about $86,940 at 4% or $57,960 at 6%; with 50% employer match about $57,960 at 4% or $38,640 at 6%; with 100% employer match about $43,470 at 4% or $28,980 at 6%.
2011124$1,348,792$112,472$4,686iApproximate average salary by contribution assumption: employee only about $117,158 at 4% or $78,106 at 6%; with 50% employer match about $78,106 at 4% or $52,070 at 6%; with 100% employer match about $58,579 at 4% or $39,053 at 6%.
The Montfort Group Simple 401K Plan & Trust-24$1,348,792$112,472$4,686iApproximate average salary by contribution assumption: employee only about $117,158 at 4% or $78,106 at 6%; with 50% employer match about $78,106 at 4% or $52,070 at 6%; with 100% employer match about $58,579 at 4% or $39,053 at 6%.
2010124$1,505,685$136,140$5,673iApproximate average salary by contribution assumption: employee only about $141,813 at 4% or $94,542 at 6%; with 50% employer match about $94,542 at 4% or $63,028 at 6%; with 100% employer match about $70,906 at 4% or $47,271 at 6%.
The Montfort Group Simple 401K Plan & Trust-24$1,505,685$136,140$5,673iApproximate average salary by contribution assumption: employee only about $141,813 at 4% or $94,542 at 6%; with 50% employer match about $94,542 at 4% or $63,028 at 6%; with 100% employer match about $70,906 at 4% or $47,271 at 6%.
2009127$1,675,668$131,676$4,877iApproximate average salary by contribution assumption: employee only about $121,922 at 4% or $81,281 at 6%; with 50% employer match about $81,281 at 4% or $54,188 at 6%; with 100% employer match about $60,961 at 4% or $40,641 at 6%.
The Montfort Group Simple 401K Plan & Trust-27$1,675,668$131,676$4,877iApproximate average salary by contribution assumption: employee only about $121,922 at 4% or $81,281 at 6%; with 50% employer match about $81,281 at 4% or $54,188 at 6%; with 100% employer match about $60,961 at 4% or $40,641 at 6%.
2008143$1,421,789$172,544$4,013iApproximate average salary by contribution assumption: employee only about $100,316 at 4% or $66,878 at 6%; with 50% employer match about $66,878 at 4% or $44,585 at 6%; with 100% employer match about $50,158 at 4% or $33,439 at 6%.
The Montfort Group Simple 401K Plan & Trust-43$1,421,789$172,544$4,013iApproximate average salary by contribution assumption: employee only about $100,316 at 4% or $66,878 at 6%; with 50% employer match about $66,878 at 4% or $44,585 at 6%; with 100% employer match about $50,158 at 4% or $33,439 at 6%.
2007141$1,902,373$184,292$4,495iApproximate average salary by contribution assumption: employee only about $112,373 at 4% or $74,915 at 6%; with 50% employer match about $74,915 at 4% or $49,944 at 6%; with 100% employer match about $56,187 at 4% or $37,458 at 6%.
The Montfort Group Simple 401K Plan & Trust-41$1,902,373$184,292$4,495iApproximate average salary by contribution assumption: employee only about $112,373 at 4% or $74,915 at 6%; with 50% employer match about $74,915 at 4% or $49,944 at 6%; with 100% employer match about $56,187 at 4% or $37,458 at 6%.
2006151$1,761,083$189,700$3,720iApproximate average salary by contribution assumption: employee only about $92,990 at 4% or $61,993 at 6%; with 50% employer match about $61,993 at 4% or $41,329 at 6%; with 100% employer match about $46,495 at 4% or $30,997 at 6%.
The Montfort Group Simple 401K Plan & Trust-51$1,761,083$189,700$3,720iApproximate average salary by contribution assumption: employee only about $92,990 at 4% or $61,993 at 6%; with 50% employer match about $61,993 at 4% or $41,329 at 6%; with 100% employer match about $46,495 at 4% or $30,997 at 6%.
2005152$1,719,866$207,061$3,982iApproximate average salary by contribution assumption: employee only about $99,549 at 4% or $66,366 at 6%; with 50% employer match about $66,366 at 4% or $44,244 at 6%; with 100% employer match about $49,774 at 4% or $33,183 at 6%.
The Montfort Group Simple 401K Plan & Trust-52$1,719,866$207,061$3,982iApproximate average salary by contribution assumption: employee only about $99,549 at 4% or $66,366 at 6%; with 50% employer match about $66,366 at 4% or $44,244 at 6%; with 100% employer match about $49,774 at 4% or $33,183 at 6%.
2004152$1,571,824$207,627$3,993iApproximate average salary by contribution assumption: employee only about $99,821 at 4% or $66,547 at 6%; with 50% employer match about $66,547 at 4% or $44,365 at 6%; with 100% employer match about $49,910 at 4% or $33,274 at 6%.
The Montfort Group Simple 401K Plan & Trust-52$1,571,824$207,627$3,993iApproximate average salary by contribution assumption: employee only about $99,821 at 4% or $66,547 at 6%; with 50% employer match about $66,547 at 4% or $44,365 at 6%; with 100% employer match about $49,910 at 4% or $33,274 at 6%.
2003149$1,255,124$220,476$4,500iApproximate average salary by contribution assumption: employee only about $112,488 at 4% or $74,992 at 6%; with 50% employer match about $74,992 at 4% or $49,995 at 6%; with 100% employer match about $56,244 at 4% or $37,496 at 6%.
The Montfort Group Simple 401K Plan & Trust-49$1,255,124$220,476$4,500iApproximate average salary by contribution assumption: employee only about $112,488 at 4% or $74,992 at 6%; with 50% employer match about $74,992 at 4% or $49,995 at 6%; with 100% employer match about $56,244 at 4% or $37,496 at 6%.
2002133$900,233$205,060$6,214iApproximate average salary by contribution assumption: employee only about $155,348 at 4% or $103,566 at 6%; with 50% employer match about $103,566 at 4% or $69,044 at 6%; with 100% employer match about $77,674 at 4% or $51,783 at 6%.
The Montfort Group Simple 401K Plan & Trust-33$900,233$205,060$6,214iApproximate average salary by contribution assumption: employee only about $155,348 at 4% or $103,566 at 6%; with 50% employer match about $103,566 at 4% or $69,044 at 6%; with 100% employer match about $77,674 at 4% or $51,783 at 6%.
2001130$947,422$212,131$7,071iApproximate average salary by contribution assumption: employee only about $176,776 at 4% or $117,851 at 6%; with 50% employer match about $117,851 at 4% or $78,567 at 6%; with 100% employer match about $88,388 at 4% or $58,925 at 6%.
The Montfort Group Simple 401K Plan & Trust-30$947,422$212,131$7,071iApproximate average salary by contribution assumption: employee only about $176,776 at 4% or $117,851 at 6%; with 50% employer match about $117,851 at 4% or $78,567 at 6%; with 100% employer match about $88,388 at 4% or $58,925 at 6%.
2000140$1,016,630$538,634$13,466iApproximate average salary by contribution assumption: employee only about $336,646 at 4% or $224,431 at 6%; with 50% employer match about $224,431 at 4% or $149,621 at 6%; with 100% employer match about $168,323 at 4% or $112,215 at 6%.
The Montfort Group Simple 401K Plan & Trust-40$1,016,630$538,634$13,466iApproximate average salary by contribution assumption: employee only about $336,646 at 4% or $224,431 at 6%; with 50% employer match about $224,431 at 4% or $149,621 at 6%; with 100% employer match about $168,323 at 4% or $112,215 at 6%.
1999118$628,638$84,656$4,703iApproximate average salary by contribution assumption: employee only about $117,578 at 4% or $78,385 at 6%; with 50% employer match about $78,385 at 4% or $52,257 at 6%; with 100% employer match about $58,789 at 4% or $39,193 at 6%.
The Montfort Group Simple 401K Plan & Trust-18$628,638$84,656$4,703iApproximate average salary by contribution assumption: employee only about $117,578 at 4% or $78,385 at 6%; with 50% employer match about $78,385 at 4% or $52,257 at 6%; with 100% employer match about $58,789 at 4% or $39,193 at 6%.