Civic Intelligence

Montieth & Company LLC

Plan context: Montieth & Company LLC Cash Balance Plan

EIN 20-8240481 • South Salem, NY • 22 filings • 2 plans

3 Autumn Ridge Rd.South Salem, NY 10590
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$4,269,192

2024 Contributions

$554,235

Historical Graphs

Total Assets Over Time

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

$4,269,192$2,134,596$0201420192024YearValue
$4,269,192Latest year 2024

Participants Over Time

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

24120201420192024YearValue
23Latest 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
2024223$4,269,192$554,235$24,097iApproximate average salary by contribution assumption: employee only about $602,429 at 4% or $401,620 at 6%; with 50% employer match about $401,620 at 4% or $267,746 at 6%; with 100% employer match about $301,215 at 4% or $200,810 at 6%.
Montieth & Company LLC Cash Balance Plan-16$2,459,108$285,000$17,813iApproximate average salary by contribution assumption: employee only about $445,313 at 4% or $296,875 at 6%; with 50% employer match about $296,875 at 4% or $197,917 at 6%; with 100% employer match about $222,656 at 4% or $148,438 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-23$1,810,084$269,235$11,706iApproximate average salary by contribution assumption: employee only about $292,647 at 4% or $195,098 at 6%; with 50% employer match about $195,098 at 4% or $130,065 at 6%; with 100% employer match about $146,323 at 4% or $97,549 at 6%.
2023224$3,501,329$510,238$21,260iApproximate average salary by contribution assumption: employee only about $531,498 at 4% or $354,332 at 6%; with 50% employer match about $354,332 at 4% or $236,221 at 6%; with 100% employer match about $265,749 at 4% or $177,166 at 6%.
Montieth & Company LLC Cash Balance Plan-15$2,078,553$326,612$21,774iApproximate average salary by contribution assumption: employee only about $544,353 at 4% or $362,902 at 6%; with 50% employer match about $362,902 at 4% or $241,935 at 6%; with 100% employer match about $272,177 at 4% or $181,451 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-24$1,422,776$183,626$7,651iApproximate average salary by contribution assumption: employee only about $191,277 at 4% or $127,518 at 6%; with 50% employer match about $127,518 at 4% or $85,012 at 6%; with 100% employer match about $95,639 at 4% or $63,759 at 6%.
2022217$2,692,992$330,005$19,412iApproximate average salary by contribution assumption: employee only about $485,301 at 4% or $323,534 at 6%; with 50% employer match about $323,534 at 4% or $215,690 at 6%; with 100% employer match about $242,651 at 4% or $161,767 at 6%.
Montieth & Company LLC Cash Balance Plan-17$1,687,904$76,418$4,495iApproximate average salary by contribution assumption: employee only about $112,379 at 4% or $74,920 at 6%; with 50% employer match about $74,920 at 4% or $49,946 at 6%; with 100% employer match about $56,190 at 4% or $37,460 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-17$1,005,088$253,587$14,917iApproximate average salary by contribution assumption: employee only about $372,922 at 4% or $248,615 at 6%; with 50% employer match about $248,615 at 4% or $165,743 at 6%; with 100% employer match about $186,461 at 4% or $124,307 at 6%.
2021215$2,645,503$447,938$29,863iApproximate average salary by contribution assumption: employee only about $746,563 at 4% or $497,709 at 6%; with 50% employer match about $497,709 at 4% or $331,806 at 6%; with 100% employer match about $373,282 at 4% or $248,854 at 6%.
Montieth & Company LLC Cash Balance Plan-15$1,663,894$300,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-11$981,609$147,938$13,449iApproximate average salary by contribution assumption: employee only about $336,223 at 4% or $224,148 at 6%; with 50% employer match about $224,148 at 4% or $149,432 at 6%; with 100% employer match about $168,111 at 4% or $112,074 at 6%.
2020212$1,815,758$144,447$12,037iApproximate average salary by contribution assumption: employee only about $300,931 at 4% or $200,621 at 6%; with 50% employer match about $200,621 at 4% or $133,747 at 6%; with 100% employer match about $150,466 at 4% or $100,310 at 6%.
Montieth & Company LLC Cash Balance Plan-12$1,089,957$0-
MONTIETH & COMPANY, LLC 401(K) PLAN-10$725,801$144,447$14,445iApproximate average salary by contribution assumption: employee only about $361,118 at 4% or $240,745 at 6%; with 50% employer match about $240,745 at 4% or $160,497 at 6%; with 100% employer match about $180,559 at 4% or $120,373 at 6%.
2019211$1,468,066$298,292$27,117iApproximate average salary by contribution assumption: employee only about $677,936 at 4% or $451,958 at 6%; with 50% employer match about $451,958 at 4% or $301,305 at 6%; with 100% employer match about $338,968 at 4% or $225,979 at 6%.
Montieth & Company LLC Cash Balance Plan-11$997,107$192,319$17,484iApproximate average salary by contribution assumption: employee only about $437,089 at 4% or $291,392 at 6%; with 50% employer match about $291,392 at 4% or $194,262 at 6%; with 100% employer match about $218,544 at 4% or $145,696 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-6$470,959$105,973$17,662iApproximate average salary by contribution assumption: employee only about $441,554 at 4% or $294,369 at 6%; with 50% employer match about $294,369 at 4% or $196,246 at 6%; with 100% employer match about $220,777 at 4% or $147,185 at 6%.
201828$1,024,487$243,044$30,381iApproximate average salary by contribution assumption: employee only about $759,513 at 4% or $506,342 at 6%; with 50% employer match about $506,342 at 4% or $337,561 at 6%; with 100% employer match about $379,756 at 4% or $253,171 at 6%.
Montieth & Company LLC Cash Balance Plan-8$687,774$150,700$18,838iApproximate average salary by contribution assumption: employee only about $470,938 at 4% or $313,958 at 6%; with 50% employer match about $313,958 at 4% or $209,306 at 6%; with 100% employer match about $235,469 at 4% or $156,979 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-6$336,713$92,344$15,391iApproximate average salary by contribution assumption: employee only about $384,767 at 4% or $256,511 at 6%; with 50% employer match about $256,511 at 4% or $171,007 at 6%; with 100% employer match about $192,383 at 4% or $128,256 at 6%.
201727$815,663$257,227$36,747iApproximate average salary by contribution assumption: employee only about $918,668 at 4% or $612,445 at 6%; with 50% employer match about $612,445 at 4% or $408,297 at 6%; with 100% employer match about $459,334 at 4% or $306,223 at 6%.
Montieth & Company LLC Cash Balance Plan-7$554,474$159,778$22,825iApproximate average salary by contribution assumption: employee only about $570,636 at 4% or $380,424 at 6%; with 50% employer match about $380,424 at 4% or $253,616 at 6%; with 100% employer match about $285,318 at 4% or $190,212 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-6$261,189$97,449$16,242iApproximate average salary by contribution assumption: employee only about $406,038 at 4% or $270,692 at 6%; with 50% employer match about $270,692 at 4% or $180,461 at 6%; with 100% employer match about $203,019 at 4% or $135,346 at 6%.
201626$493,453$216,526$36,088iApproximate average salary by contribution assumption: employee only about $902,192 at 4% or $601,461 at 6%; with 50% employer match about $601,461 at 4% or $400,974 at 6%; with 100% employer match about $451,096 at 4% or $300,731 at 6%.
Montieth & Company LLC Cash Balance Plan-6$366,869$137,556$22,926iApproximate average salary by contribution assumption: employee only about $573,150 at 4% or $382,100 at 6%; with 50% employer match about $382,100 at 4% or $254,733 at 6%; with 100% employer match about $286,575 at 4% or $191,050 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-6$126,584$78,970$13,162iApproximate average salary by contribution assumption: employee only about $329,042 at 4% or $219,361 at 6%; with 50% employer match about $219,361 at 4% or $146,241 at 6%; with 100% employer match about $164,521 at 4% or $109,681 at 6%.
201524$262,130$183,232$45,808iApproximate average salary by contribution assumption: employee only about $1,145,200 at 4% or $763,467 at 6%; with 50% employer match about $763,467 at 4% or $508,978 at 6%; with 100% employer match about $572,600 at 4% or $381,733 at 6%.
Montieth & Company LLC Cash Balance Plan-4$222,792$143,939$35,985iApproximate average salary by contribution assumption: employee only about $899,619 at 4% or $599,746 at 6%; with 50% employer match about $599,746 at 4% or $399,831 at 6%; with 100% employer match about $449,809 at 4% or $299,873 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-4$39,338$39,293$9,823iApproximate average salary by contribution assumption: employee only about $245,581 at 4% or $163,721 at 6%; with 50% employer match about $163,721 at 4% or $109,147 at 6%; with 100% employer match about $122,791 at 4% or $81,860 at 6%.
201422$81,350$81,350$40,675iApproximate average salary by contribution assumption: employee only about $1,016,875 at 4% or $677,917 at 6%; with 50% employer match about $677,917 at 4% or $451,944 at 6%; with 100% employer match about $508,438 at 4% or $338,958 at 6%.
Montieth & Company LLC Cash Balance Plan-2$81,350$81,350$40,675iApproximate average salary by contribution assumption: employee only about $1,016,875 at 4% or $677,917 at 6%; with 50% employer match about $677,917 at 4% or $451,944 at 6%; with 100% employer match about $508,438 at 4% or $338,958 at 6%.
MONTIETH & COMPANY, LLC 401(K) PLAN-0$0$0-