Civic Intelligence

Calantone, Monterisi & Co. LLC

Plan context: Calantone, Monterisi & Co. LLC 401(K) Plan

EIN 22-3624406 • Kinnelon, NJ • 8 filings • 1 plans

170 Kinnelon Road, Suite 30Kinnelon, NJ 07405
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$726,634

2016 Contributions

$71,900

Historical Graphs

Total Assets Over Time

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

$726,634$363,317$0200920132016YearValue
$726,634Latest year 2016

Participants Over Time

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

420200920132016YearValue
4Latest year 2016

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
201614$726,634$71,900$17,975iApproximate average salary by contribution assumption: employee only about $449,375 at 4% or $299,583 at 6%; with 50% employer match about $299,583 at 4% or $199,722 at 6%; with 100% employer match about $224,688 at 4% or $149,792 at 6%.
Calantone, Monterisi & Co. LLC 401(K) Plan-4$726,634$71,900$17,975iApproximate average salary by contribution assumption: employee only about $449,375 at 4% or $299,583 at 6%; with 50% employer match about $299,583 at 4% or $199,722 at 6%; with 100% employer match about $224,688 at 4% or $149,792 at 6%.
201513$609,732$68,225$22,742iApproximate average salary by contribution assumption: employee only about $568,542 at 4% or $379,028 at 6%; with 50% employer match about $379,028 at 4% or $252,685 at 6%; with 100% employer match about $284,271 at 4% or $189,514 at 6%.
Calantone, Monterisi & Co. LLC 401(K) Plan-3$609,732$68,225$22,742iApproximate average salary by contribution assumption: employee only about $568,542 at 4% or $379,028 at 6%; with 50% employer match about $379,028 at 4% or $252,685 at 6%; with 100% employer match about $284,271 at 4% or $189,514 at 6%.
201413$551,105$67,440$22,480iApproximate average salary by contribution assumption: employee only about $562,000 at 4% or $374,667 at 6%; with 50% employer match about $374,667 at 4% or $249,778 at 6%; with 100% employer match about $281,000 at 4% or $187,333 at 6%.
Calantone, Monterisi & Co. LLC 401(K) Plan-3$551,105$67,440$22,480iApproximate average salary by contribution assumption: employee only about $562,000 at 4% or $374,667 at 6%; with 50% employer match about $374,667 at 4% or $249,778 at 6%; with 100% employer match about $281,000 at 4% or $187,333 at 6%.
201313$462,028$67,120$22,373iApproximate average salary by contribution assumption: employee only about $559,333 at 4% or $372,889 at 6%; with 50% employer match about $372,889 at 4% or $248,593 at 6%; with 100% employer match about $279,667 at 4% or $186,444 at 6%.
Calantone, Monterisi & Co. LLC 401(K) Plan-3$462,028$67,120$22,373iApproximate average salary by contribution assumption: employee only about $559,333 at 4% or $372,889 at 6%; with 50% employer match about $372,889 at 4% or $248,593 at 6%; with 100% employer match about $279,667 at 4% or $186,444 at 6%.
201213$318,443$66,530$22,177iApproximate average salary by contribution assumption: employee only about $554,417 at 4% or $369,611 at 6%; with 50% employer match about $369,611 at 4% or $246,407 at 6%; with 100% employer match about $277,208 at 4% or $184,806 at 6%.
Calantone, Monterisi & Co. LLC 401(K) Plan-3$318,443$66,530$22,177iApproximate average salary by contribution assumption: employee only about $554,417 at 4% or $369,611 at 6%; with 50% employer match about $369,611 at 4% or $246,407 at 6%; with 100% employer match about $277,208 at 4% or $184,806 at 6%.
201113$215,425$66,778$22,259iApproximate average salary by contribution assumption: employee only about $556,483 at 4% or $370,989 at 6%; with 50% employer match about $370,989 at 4% or $247,326 at 6%; with 100% employer match about $278,242 at 4% or $185,494 at 6%.
Calantone, Monterisi & Co. LLC 401(K) Plan-3$215,425$66,778$22,259iApproximate average salary by contribution assumption: employee only about $556,483 at 4% or $370,989 at 6%; with 50% employer match about $370,989 at 4% or $247,326 at 6%; with 100% employer match about $278,242 at 4% or $185,494 at 6%.
201014$168,489$66,944$16,736iApproximate average salary by contribution assumption: employee only about $418,400 at 4% or $278,933 at 6%; with 50% employer match about $278,933 at 4% or $185,956 at 6%; with 100% employer match about $209,200 at 4% or $139,467 at 6%.
Calantone, Monterisi & Co. LLC 401(K) Plan-4$168,489$66,944$16,736iApproximate average salary by contribution assumption: employee only about $418,400 at 4% or $278,933 at 6%; with 50% employer match about $278,933 at 4% or $185,956 at 6%; with 100% employer match about $209,200 at 4% or $139,467 at 6%.
200914$81,339$67,380$16,845iApproximate average salary by contribution assumption: employee only about $421,125 at 4% or $280,750 at 6%; with 50% employer match about $280,750 at 4% or $187,167 at 6%; with 100% employer match about $210,563 at 4% or $140,375 at 6%.
Calantone, Monterisi & Co. LLC 401(K) Plan-4$81,339$67,380$16,845iApproximate average salary by contribution assumption: employee only about $421,125 at 4% or $280,750 at 6%; with 50% employer match about $280,750 at 4% or $187,167 at 6%; with 100% employer match about $210,563 at 4% or $140,375 at 6%.