Monchek and Associates Inc
Plan context: Monchek and Associates Inc Profit Sharing Plan and Trust
EIN 20-1982047 • San Mateo, CA • 20 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$1,368,061
2023 Contributions
$33,375
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 2 | $1,368,061 | $33,375 | $16,688iApproximate average salary by contribution assumption: employee only about $417,188 at 4% or $278,125 at 6%; with 50% employer match about $278,125 at 4% or $185,417 at 6%; with 100% employer match about $208,594 at 4% or $139,063 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $1,368,061 | $33,375 | $16,688iApproximate average salary by contribution assumption: employee only about $417,188 at 4% or $278,125 at 6%; with 50% employer match about $278,125 at 4% or $185,417 at 6%; with 100% employer match about $208,594 at 4% or $139,063 at 6%. |
| 2022 | 1 | 2 | $1,196,557 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $1,196,557 | - | - |
| 2021 | 1 | 2 | $743,055 | $22,251 | $11,126iApproximate average salary by contribution assumption: employee only about $278,138 at 4% or $185,425 at 6%; with 50% employer match about $185,425 at 4% or $123,617 at 6%; with 100% employer match about $139,069 at 4% or $92,713 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $743,055 | $22,251 | $11,126iApproximate average salary by contribution assumption: employee only about $278,138 at 4% or $185,425 at 6%; with 50% employer match about $185,425 at 4% or $123,617 at 6%; with 100% employer match about $139,069 at 4% or $92,713 at 6%. |
| 2020 | 1 | 2 | $976,971 | $22,251 | $11,126iApproximate average salary by contribution assumption: employee only about $278,138 at 4% or $185,425 at 6%; with 50% employer match about $185,425 at 4% or $123,617 at 6%; with 100% employer match about $139,069 at 4% or $92,713 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $976,971 | $22,251 | $11,126iApproximate average salary by contribution assumption: employee only about $278,138 at 4% or $185,425 at 6%; with 50% employer match about $185,425 at 4% or $123,617 at 6%; with 100% employer match about $139,069 at 4% or $92,713 at 6%. |
| 2019 | 1 | 2 | $894,146 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $894,146 | - | - |
| 2018 | 1 | 2 | $911,560 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $911,560 | - | - |
| 2017 | 1 | 2 | $1,034,710 | $22,251 | $11,126iApproximate average salary by contribution assumption: employee only about $278,138 at 4% or $185,425 at 6%; with 50% employer match about $185,425 at 4% or $123,617 at 6%; with 100% employer match about $139,069 at 4% or $92,713 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $1,034,710 | $22,251 | $11,126iApproximate average salary by contribution assumption: employee only about $278,138 at 4% or $185,425 at 6%; with 50% employer match about $185,425 at 4% or $123,617 at 6%; with 100% employer match about $139,069 at 4% or $92,713 at 6%. |
| 2016 | 1 | 2 | $930,864 | $24,251 | $12,126iApproximate average salary by contribution assumption: employee only about $303,138 at 4% or $202,092 at 6%; with 50% employer match about $202,092 at 4% or $134,728 at 6%; with 100% employer match about $151,569 at 4% or $101,046 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $930,864 | $24,251 | $12,126iApproximate average salary by contribution assumption: employee only about $303,138 at 4% or $202,092 at 6%; with 50% employer match about $202,092 at 4% or $134,728 at 6%; with 100% employer match about $151,569 at 4% or $101,046 at 6%. |
| 2015 | 1 | 2 | $727,509 | $29,307 | $14,654iApproximate average salary by contribution assumption: employee only about $366,338 at 4% or $244,225 at 6%; with 50% employer match about $244,225 at 4% or $162,817 at 6%; with 100% employer match about $183,169 at 4% or $122,113 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $727,509 | $29,307 | $14,654iApproximate average salary by contribution assumption: employee only about $366,338 at 4% or $244,225 at 6%; with 50% employer match about $244,225 at 4% or $162,817 at 6%; with 100% employer match about $183,169 at 4% or $122,113 at 6%. |
| 2014 | 1 | 2 | $615,326 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $615,326 | - | - |
| 2013 | 1 | 2 | $609,776 | $18,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $609,776 | $18,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2012 | 1 | 2 | $541,644 | $18,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $541,644 | $18,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2011 | 1 | 2 | $481,139 | $11,451 | $5,726iApproximate average salary by contribution assumption: employee only about $143,138 at 4% or $95,425 at 6%; with 50% employer match about $95,425 at 4% or $63,617 at 6%; with 100% employer match about $71,569 at 4% or $47,713 at 6%. |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $481,139 | $11,451 | $5,726iApproximate average salary by contribution assumption: employee only about $143,138 at 4% or $95,425 at 6%; with 50% employer match about $95,425 at 4% or $63,617 at 6%; with 100% employer match about $71,569 at 4% or $47,713 at 6%. |
| 2010 | 1 | 2 | $411,617 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $411,617 | - | - |
| 2009 | 2 | 2 | $413,776 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | $413,776 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | - | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $0 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2005 | 1 | 2 | $0 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2004 | 1 | 2 | $0 | $0 | - |
| Monchek and Associates Inc Profit Sharing Plan and Trust | - | 2 | - | - | - |