Civic Intelligence

Montana & Weinstock, P.A.

Plan context: Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust

EIN 22-1907430 • Lawrenceville, NJ • 25 filings • 9 plans

Personal And Confidential 123 FrankLawrenceville, NJ 08648-2526
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$6,129,128

2024 Contributions

$197,674

Historical Graphs

Total Assets Over Time

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

$6,129,128$3,064,564$0199920142024YearValue
$6,129,128Latest year 2024

Participants Over Time

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

31160199920122024YearValue
24Latest 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
2024124$6,129,128$197,674$8,236iApproximate average salary by contribution assumption: employee only about $205,910 at 4% or $137,274 at 6%; with 50% employer match about $137,274 at 4% or $91,516 at 6%; with 100% employer match about $102,955 at 4% or $68,637 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-24$6,129,128$197,674$8,236iApproximate average salary by contribution assumption: employee only about $205,910 at 4% or $137,274 at 6%; with 50% employer match about $137,274 at 4% or $91,516 at 6%; with 100% employer match about $102,955 at 4% or $68,637 at 6%.
2023129$5,377,998$233,401$8,048iApproximate average salary by contribution assumption: employee only about $201,208 at 4% or $134,139 at 6%; with 50% employer match about $134,139 at 4% or $89,426 at 6%; with 100% employer match about $100,604 at 4% or $67,069 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-29$5,377,998$233,401$8,048iApproximate average salary by contribution assumption: employee only about $201,208 at 4% or $134,139 at 6%; with 50% employer match about $134,139 at 4% or $89,426 at 6%; with 100% employer match about $100,604 at 4% or $67,069 at 6%.
2022127$4,661,837$215,615$7,986iApproximate average salary by contribution assumption: employee only about $199,644 at 4% or $133,096 at 6%; with 50% employer match about $133,096 at 4% or $88,730 at 6%; with 100% employer match about $99,822 at 4% or $66,548 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-27$4,661,837$215,615$7,986iApproximate average salary by contribution assumption: employee only about $199,644 at 4% or $133,096 at 6%; with 50% employer match about $133,096 at 4% or $88,730 at 6%; with 100% employer match about $99,822 at 4% or $66,548 at 6%.
2021126$5,184,580$199,286$7,665iApproximate average salary by contribution assumption: employee only about $191,621 at 4% or $127,747 at 6%; with 50% employer match about $127,747 at 4% or $85,165 at 6%; with 100% employer match about $95,811 at 4% or $63,874 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-26$5,184,580$199,286$7,665iApproximate average salary by contribution assumption: employee only about $191,621 at 4% or $127,747 at 6%; with 50% employer match about $127,747 at 4% or $85,165 at 6%; with 100% employer match about $95,811 at 4% or $63,874 at 6%.
2020124$4,757,487$177,231$7,385iApproximate average salary by contribution assumption: employee only about $184,616 at 4% or $123,077 at 6%; with 50% employer match about $123,077 at 4% or $82,051 at 6%; with 100% employer match about $92,308 at 4% or $61,539 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-24$4,757,487$177,231$7,385iApproximate average salary by contribution assumption: employee only about $184,616 at 4% or $123,077 at 6%; with 50% employer match about $123,077 at 4% or $82,051 at 6%; with 100% employer match about $92,308 at 4% or $61,539 at 6%.
2019126$3,851,738$252,808$9,723iApproximate average salary by contribution assumption: employee only about $243,085 at 4% or $162,056 at 6%; with 50% employer match about $162,056 at 4% or $108,038 at 6%; with 100% employer match about $121,542 at 4% or $81,028 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-26$3,851,738$252,808$9,723iApproximate average salary by contribution assumption: employee only about $243,085 at 4% or $162,056 at 6%; with 50% employer match about $162,056 at 4% or $108,038 at 6%; with 100% employer match about $121,542 at 4% or $81,028 at 6%.
2018125$3,086,650$189,284$7,571iApproximate average salary by contribution assumption: employee only about $189,284 at 4% or $126,189 at 6%; with 50% employer match about $126,189 at 4% or $84,126 at 6%; with 100% employer match about $94,642 at 4% or $63,095 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-25$3,086,650$189,284$7,571iApproximate average salary by contribution assumption: employee only about $189,284 at 4% or $126,189 at 6%; with 50% employer match about $126,189 at 4% or $84,126 at 6%; with 100% employer match about $94,642 at 4% or $63,095 at 6%.
2017124$2,943,895$185,520$7,730iApproximate average salary by contribution assumption: employee only about $193,250 at 4% or $128,833 at 6%; with 50% employer match about $128,833 at 4% or $85,889 at 6%; with 100% employer match about $96,625 at 4% or $64,417 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-24$2,943,895$185,520$7,730iApproximate average salary by contribution assumption: employee only about $193,250 at 4% or $128,833 at 6%; with 50% employer match about $128,833 at 4% or $85,889 at 6%; with 100% employer match about $96,625 at 4% or $64,417 at 6%.
2016121$2,484,229$191,991$9,142iApproximate average salary by contribution assumption: employee only about $228,561 at 4% or $152,374 at 6%; with 50% employer match about $152,374 at 4% or $101,583 at 6%; with 100% employer match about $114,280 at 4% or $76,187 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-21$2,484,229$191,991$9,142iApproximate average salary by contribution assumption: employee only about $228,561 at 4% or $152,374 at 6%; with 50% employer match about $152,374 at 4% or $101,583 at 6%; with 100% employer match about $114,280 at 4% or $76,187 at 6%.
2015122$2,211,337$201,698$9,168iApproximate average salary by contribution assumption: employee only about $229,202 at 4% or $152,802 at 6%; with 50% employer match about $152,802 at 4% or $101,868 at 6%; with 100% employer match about $114,601 at 4% or $76,401 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-22$2,211,337$201,698$9,168iApproximate average salary by contribution assumption: employee only about $229,202 at 4% or $152,802 at 6%; with 50% employer match about $152,802 at 4% or $101,868 at 6%; with 100% employer match about $114,601 at 4% or $76,401 at 6%.
2014125$2,987,519$192,730$7,709iApproximate average salary by contribution assumption: employee only about $192,730 at 4% or $128,487 at 6%; with 50% employer match about $128,487 at 4% or $85,658 at 6%; with 100% employer match about $96,365 at 4% or $64,243 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-25$2,987,519$192,730$7,709iApproximate average salary by contribution assumption: employee only about $192,730 at 4% or $128,487 at 6%; with 50% employer match about $128,487 at 4% or $85,658 at 6%; with 100% employer match about $96,365 at 4% or $64,243 at 6%.
2013126$2,684,883$174,903$6,727iApproximate average salary by contribution assumption: employee only about $168,176 at 4% or $112,117 at 6%; with 50% employer match about $112,117 at 4% or $74,745 at 6%; with 100% employer match about $84,088 at 4% or $56,059 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-26$2,684,883$174,903$6,727iApproximate average salary by contribution assumption: employee only about $168,176 at 4% or $112,117 at 6%; with 50% employer match about $112,117 at 4% or $74,745 at 6%; with 100% employer match about $84,088 at 4% or $56,059 at 6%.
2012126$2,143,056$127,444$4,902iApproximate average salary by contribution assumption: employee only about $122,542 at 4% or $81,695 at 6%; with 50% employer match about $81,695 at 4% or $54,463 at 6%; with 100% employer match about $61,271 at 4% or $40,847 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-26$2,143,056$127,444$4,902iApproximate average salary by contribution assumption: employee only about $122,542 at 4% or $81,695 at 6%; with 50% employer match about $81,695 at 4% or $54,463 at 6%; with 100% employer match about $61,271 at 4% or $40,847 at 6%.
2011123$1,835,432$103,082$4,482iApproximate average salary by contribution assumption: employee only about $112,046 at 4% or $74,697 at 6%; with 50% employer match about $74,697 at 4% or $49,798 at 6%; with 100% employer match about $56,023 at 4% or $37,349 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-23$1,835,432$103,082$4,482iApproximate average salary by contribution assumption: employee only about $112,046 at 4% or $74,697 at 6%; with 50% employer match about $74,697 at 4% or $49,798 at 6%; with 100% employer match about $56,023 at 4% or $37,349 at 6%.
2010123$1,709,240$136,131$5,919iApproximate average salary by contribution assumption: employee only about $147,968 at 4% or $98,646 at 6%; with 50% employer match about $98,646 at 4% or $65,764 at 6%; with 100% employer match about $73,984 at 4% or $49,323 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-23$1,709,240$136,131$5,919iApproximate average salary by contribution assumption: employee only about $147,968 at 4% or $98,646 at 6%; with 50% employer match about $98,646 at 4% or $65,764 at 6%; with 100% employer match about $73,984 at 4% or $49,323 at 6%.
2009121$1,440,970$153,887$7,328iApproximate average salary by contribution assumption: employee only about $183,199 at 4% or $122,133 at 6%; with 50% employer match about $122,133 at 4% or $81,422 at 6%; with 100% employer match about $91,599 at 4% or $61,066 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-21$1,440,970$153,887$7,328iApproximate average salary by contribution assumption: employee only about $183,199 at 4% or $122,133 at 6%; with 50% employer match about $122,133 at 4% or $81,422 at 6%; with 100% employer match about $91,599 at 4% or $61,066 at 6%.
2008122$0$0-
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-22---
2006124$2,430,811$27,265$1,136iApproximate average salary by contribution assumption: employee only about $28,401 at 4% or $18,934 at 6%; with 50% employer match about $18,934 at 4% or $12,623 at 6%; with 100% employer match about $14,201 at 4% or $9,467 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-24$2,430,811$27,265$1,136iApproximate average salary by contribution assumption: employee only about $28,401 at 4% or $18,934 at 6%; with 50% employer match about $18,934 at 4% or $12,623 at 6%; with 100% employer match about $14,201 at 4% or $9,467 at 6%.
2005131$2,640,826$170,207$5,491iApproximate average salary by contribution assumption: employee only about $137,264 at 4% or $91,509 at 6%; with 50% employer match about $91,509 at 4% or $61,006 at 6%; with 100% employer match about $68,632 at 4% or $45,755 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-31$2,640,826$170,207$5,491iApproximate average salary by contribution assumption: employee only about $137,264 at 4% or $91,509 at 6%; with 50% employer match about $91,509 at 4% or $61,006 at 6%; with 100% employer match about $68,632 at 4% or $45,755 at 6%.
2004125$2,066,600$66,954$2,678iApproximate average salary by contribution assumption: employee only about $66,954 at 4% or $44,636 at 6%; with 50% employer match about $44,636 at 4% or $29,757 at 6%; with 100% employer match about $33,477 at 4% or $22,318 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-25$2,066,600$66,954$2,678iApproximate average salary by contribution assumption: employee only about $66,954 at 4% or $44,636 at 6%; with 50% employer match about $44,636 at 4% or $29,757 at 6%; with 100% employer match about $33,477 at 4% or $22,318 at 6%.
2003127$1,904,229$176,160$6,524iApproximate average salary by contribution assumption: employee only about $163,111 at 4% or $108,741 at 6%; with 50% employer match about $108,741 at 4% or $72,494 at 6%; with 100% employer match about $81,556 at 4% or $54,370 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-27$1,904,229$176,160$6,524iApproximate average salary by contribution assumption: employee only about $163,111 at 4% or $108,741 at 6%; with 50% employer match about $108,741 at 4% or $72,494 at 6%; with 100% employer match about $81,556 at 4% or $54,370 at 6%.
2002127$1,522,337$181,071$6,706iApproximate average salary by contribution assumption: employee only about $167,658 at 4% or $111,772 at 6%; with 50% employer match about $111,772 at 4% or $74,515 at 6%; with 100% employer match about $83,829 at 4% or $55,886 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-27$1,522,337$181,071$6,706iApproximate average salary by contribution assumption: employee only about $167,658 at 4% or $111,772 at 6%; with 50% employer match about $111,772 at 4% or $74,515 at 6%; with 100% employer match about $83,829 at 4% or $55,886 at 6%.
2001125$0$0-
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-25---
2000123$0$0-
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-23---
1999122$1,606,587$115,215$5,237iApproximate average salary by contribution assumption: employee only about $130,926 at 4% or $87,284 at 6%; with 50% employer match about $87,284 at 4% or $58,189 at 6%; with 100% employer match about $65,463 at 4% or $43,642 at 6%.
Montana & Weinstock, P.A. Employees Profit Sharing Plan & Trust-22$1,606,587$115,215$5,237iApproximate average salary by contribution assumption: employee only about $130,926 at 4% or $87,284 at 6%; with 50% employer match about $87,284 at 4% or $58,189 at 6%; with 100% employer match about $65,463 at 4% or $43,642 at 6%.