Jessica Mongelli, DMD
Plan context: Jessica Mongelli, DMD 401(K) Plan
EIN 20-2444866 • Helena, MT • 11 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
4
2019 Assets
$488,798
2019 Contributions
$3,375
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $3,375 | - |
| Jessica Mongelli, DMD 401(K) Plan | - | 0 | $0 | $3,375 | - |
| 2018 | 1 | 4 | $488,798 | $16,552 | $4,138iApproximate average salary by contribution assumption: employee only about $103,450 at 4% or $68,967 at 6%; with 50% employer match about $68,967 at 4% or $45,978 at 6%; with 100% employer match about $51,725 at 4% or $34,483 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 4 | $488,798 | $16,552 | $4,138iApproximate average salary by contribution assumption: employee only about $103,450 at 4% or $68,967 at 6%; with 50% employer match about $68,967 at 4% or $45,978 at 6%; with 100% employer match about $51,725 at 4% or $34,483 at 6%. |
| 2017 | 1 | 4 | $499,226 | $22,968 | $5,742iApproximate average salary by contribution assumption: employee only about $143,550 at 4% or $95,700 at 6%; with 50% employer match about $95,700 at 4% or $63,800 at 6%; with 100% employer match about $71,775 at 4% or $47,850 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 4 | $499,226 | $22,968 | $5,742iApproximate average salary by contribution assumption: employee only about $143,550 at 4% or $95,700 at 6%; with 50% employer match about $95,700 at 4% or $63,800 at 6%; with 100% employer match about $71,775 at 4% or $47,850 at 6%. |
| 2016 | 1 | 4 | $405,436 | $23,190 | $5,798iApproximate average salary by contribution assumption: employee only about $144,938 at 4% or $96,625 at 6%; with 50% employer match about $96,625 at 4% or $64,417 at 6%; with 100% employer match about $72,469 at 4% or $48,313 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 4 | $405,436 | $23,190 | $5,798iApproximate average salary by contribution assumption: employee only about $144,938 at 4% or $96,625 at 6%; with 50% employer match about $96,625 at 4% or $64,417 at 6%; with 100% employer match about $72,469 at 4% or $48,313 at 6%. |
| 2015 | 1 | 4 | $358,339 | $23,180 | $5,795iApproximate average salary by contribution assumption: employee only about $144,875 at 4% or $96,583 at 6%; with 50% employer match about $96,583 at 4% or $64,389 at 6%; with 100% employer match about $72,438 at 4% or $48,292 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 4 | $358,339 | $23,180 | $5,795iApproximate average salary by contribution assumption: employee only about $144,875 at 4% or $96,583 at 6%; with 50% employer match about $96,583 at 4% or $64,389 at 6%; with 100% employer match about $72,438 at 4% or $48,292 at 6%. |
| 2014 | 1 | 3 | $337,337 | $229,887 | $76,629iApproximate average salary by contribution assumption: employee only about $1,915,725 at 4% or $1,277,150 at 6%; with 50% employer match about $1,277,150 at 4% or $851,433 at 6%; with 100% employer match about $957,863 at 4% or $638,575 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 3 | $337,337 | $229,887 | $76,629iApproximate average salary by contribution assumption: employee only about $1,915,725 at 4% or $1,277,150 at 6%; with 50% employer match about $1,277,150 at 4% or $851,433 at 6%; with 100% employer match about $957,863 at 4% or $638,575 at 6%. |
| 2013 | 1 | 3 | $89,779 | $17,313 | $5,771iApproximate average salary by contribution assumption: employee only about $144,275 at 4% or $96,183 at 6%; with 50% employer match about $96,183 at 4% or $64,122 at 6%; with 100% employer match about $72,138 at 4% or $48,092 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 3 | $89,779 | $17,313 | $5,771iApproximate average salary by contribution assumption: employee only about $144,275 at 4% or $96,183 at 6%; with 50% employer match about $96,183 at 4% or $64,122 at 6%; with 100% employer match about $72,138 at 4% or $48,092 at 6%. |
| 2012 | 1 | 3 | $69,030 | $12,562 | $4,187iApproximate average salary by contribution assumption: employee only about $104,683 at 4% or $69,789 at 6%; with 50% employer match about $69,789 at 4% or $46,526 at 6%; with 100% employer match about $52,342 at 4% or $34,894 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 3 | $69,030 | $12,562 | $4,187iApproximate average salary by contribution assumption: employee only about $104,683 at 4% or $69,789 at 6%; with 50% employer match about $69,789 at 4% or $46,526 at 6%; with 100% employer match about $52,342 at 4% or $34,894 at 6%. |
| 2011 | 1 | 3 | $50,015 | $13,281 | $4,427iApproximate average salary by contribution assumption: employee only about $110,675 at 4% or $73,783 at 6%; with 50% employer match about $73,783 at 4% or $49,189 at 6%; with 100% employer match about $55,338 at 4% or $36,892 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 3 | $50,015 | $13,281 | $4,427iApproximate average salary by contribution assumption: employee only about $110,675 at 4% or $73,783 at 6%; with 50% employer match about $73,783 at 4% or $49,189 at 6%; with 100% employer match about $55,338 at 4% or $36,892 at 6%. |
| 2010 | 1 | 5 | $38,783 | $16,345 | $3,269iApproximate average salary by contribution assumption: employee only about $81,725 at 4% or $54,483 at 6%; with 50% employer match about $54,483 at 4% or $36,322 at 6%; with 100% employer match about $40,863 at 4% or $27,242 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 5 | $38,783 | $16,345 | $3,269iApproximate average salary by contribution assumption: employee only about $81,725 at 4% or $54,483 at 6%; with 50% employer match about $54,483 at 4% or $36,322 at 6%; with 100% employer match about $40,863 at 4% or $27,242 at 6%. |
| 2009 | 1 | 5 | $20,000 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Jessica Mongelli, DMD 401(K) Plan | - | 5 | $20,000 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |