Civic Intelligence

Monty V. Trimble, MD, Pa

Plan context: Monty V. Trimble MD Pa Profit Sharing 401(K) Plan

EIN 26-1775172 • Fort Worth, TX • 22 filings • 4 plans

3455 Locke AvenueSuite 210Fort Worth, TX 76107
Current Snapshot

Latest Year

2020

2020 Participants

13

2020 Assets

$1,194,225

2020 Contributions

$71,485

Historical Graphs

Total Assets Over Time

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

$1,613,885$806,943$0200820142020YearValue
$1,194,225Latest year 2020

Participants Over Time

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

1580200820142020YearValue
13Latest year 2020

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
2020113$1,194,225$71,485$5,499iApproximate average salary by contribution assumption: employee only about $137,471 at 4% or $91,647 at 6%; with 50% employer match about $91,647 at 4% or $61,098 at 6%; with 100% employer match about $68,736 at 4% or $45,824 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-13$1,194,225$71,485$5,499iApproximate average salary by contribution assumption: employee only about $137,471 at 4% or $91,647 at 6%; with 50% employer match about $91,647 at 4% or $61,098 at 6%; with 100% employer match about $68,736 at 4% or $45,824 at 6%.
2019213$1,080,349$78,300$6,023iApproximate average salary by contribution assumption: employee only about $150,577 at 4% or $100,385 at 6%; with 50% employer match about $100,385 at 4% or $66,923 at 6%; with 100% employer match about $75,288 at 4% or $50,192 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-13$1,080,349$78,300$6,023iApproximate average salary by contribution assumption: employee only about $150,577 at 4% or $100,385 at 6%; with 50% employer match about $100,385 at 4% or $66,923 at 6%; with 100% employer match about $75,288 at 4% or $50,192 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-0$0$0-
2018215$1,577,133$98,838$6,589iApproximate average salary by contribution assumption: employee only about $164,730 at 4% or $109,820 at 6%; with 50% employer match about $109,820 at 4% or $73,213 at 6%; with 100% employer match about $82,365 at 4% or $54,910 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-15$963,208$53,438$3,563iApproximate average salary by contribution assumption: employee only about $89,063 at 4% or $59,376 at 6%; with 50% employer match about $59,376 at 4% or $39,584 at 6%; with 100% employer match about $44,532 at 4% or $29,688 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-11$613,925$45,400$4,127iApproximate average salary by contribution assumption: employee only about $103,182 at 4% or $68,788 at 6%; with 50% employer match about $68,788 at 4% or $45,859 at 6%; with 100% employer match about $51,591 at 4% or $34,394 at 6%.
2017213$1,613,885$120,929$9,302iApproximate average salary by contribution assumption: employee only about $232,556 at 4% or $155,037 at 6%; with 50% employer match about $155,037 at 4% or $103,358 at 6%; with 100% employer match about $116,278 at 4% or $77,519 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-13$1,008,588$120,929$9,302iApproximate average salary by contribution assumption: employee only about $232,556 at 4% or $155,037 at 6%; with 50% employer match about $155,037 at 4% or $103,358 at 6%; with 100% employer match about $116,278 at 4% or $77,519 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-11$605,297$0-
2016212$1,327,280$129,208$10,767iApproximate average salary by contribution assumption: employee only about $269,183 at 4% or $179,456 at 6%; with 50% employer match about $179,456 at 4% or $119,637 at 6%; with 100% employer match about $134,592 at 4% or $89,728 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-12$778,408$79,813$6,651iApproximate average salary by contribution assumption: employee only about $166,277 at 4% or $110,851 at 6%; with 50% employer match about $110,851 at 4% or $73,901 at 6%; with 100% employer match about $83,139 at 4% or $55,426 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-10$548,872$49,395$4,940iApproximate average salary by contribution assumption: employee only about $123,488 at 4% or $82,325 at 6%; with 50% employer match about $82,325 at 4% or $54,883 at 6%; with 100% employer match about $61,744 at 4% or $41,163 at 6%.
2015211$1,123,168$214,127$19,466iApproximate average salary by contribution assumption: employee only about $486,652 at 4% or $324,435 at 6%; with 50% employer match about $324,435 at 4% or $216,290 at 6%; with 100% employer match about $243,326 at 4% or $162,217 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-11$651,537$101,009$9,183iApproximate average salary by contribution assumption: employee only about $229,566 at 4% or $153,044 at 6%; with 50% employer match about $153,044 at 4% or $102,029 at 6%; with 100% employer match about $114,783 at 4% or $76,522 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-11$471,631$113,118$10,283iApproximate average salary by contribution assumption: employee only about $257,086 at 4% or $171,391 at 6%; with 50% employer match about $171,391 at 4% or $114,261 at 6%; with 100% employer match about $128,543 at 4% or $85,695 at 6%.
201429$932,752$219,479$24,387iApproximate average salary by contribution assumption: employee only about $609,664 at 4% or $406,443 at 6%; with 50% employer match about $406,443 at 4% or $270,962 at 6%; with 100% employer match about $304,832 at 4% or $203,221 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-8$565,725$100,477$12,560iApproximate average salary by contribution assumption: employee only about $313,991 at 4% or $209,327 at 6%; with 50% employer match about $209,327 at 4% or $139,551 at 6%; with 100% employer match about $156,995 at 4% or $104,664 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-9$367,027$119,002$13,222iApproximate average salary by contribution assumption: employee only about $330,561 at 4% or $220,374 at 6%; with 50% employer match about $220,374 at 4% or $146,916 at 6%; with 100% employer match about $165,281 at 4% or $110,187 at 6%.
201327$753,827$152,521$21,789iApproximate average salary by contribution assumption: employee only about $544,718 at 4% or $363,145 at 6%; with 50% employer match about $363,145 at 4% or $242,097 at 6%; with 100% employer match about $272,359 at 4% or $181,573 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-7$502,433$77,171$11,024iApproximate average salary by contribution assumption: employee only about $275,611 at 4% or $183,740 at 6%; with 50% employer match about $183,740 at 4% or $122,494 at 6%; with 100% employer match about $137,805 at 4% or $91,870 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-7$251,394$75,350$10,764iApproximate average salary by contribution assumption: employee only about $269,107 at 4% or $179,405 at 6%; with 50% employer match about $179,405 at 4% or $119,603 at 6%; with 100% employer match about $134,554 at 4% or $89,702 at 6%.
201226$529,561$168,681$28,114iApproximate average salary by contribution assumption: employee only about $702,838 at 4% or $468,558 at 6%; with 50% employer match about $468,558 at 4% or $312,372 at 6%; with 100% employer match about $351,419 at 4% or $234,279 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-6$369,867$89,924$14,987iApproximate average salary by contribution assumption: employee only about $374,683 at 4% or $249,789 at 6%; with 50% employer match about $249,789 at 4% or $166,526 at 6%; with 100% employer match about $187,342 at 4% or $124,894 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-6$159,694$78,757$13,126iApproximate average salary by contribution assumption: employee only about $328,154 at 4% or $218,769 at 6%; with 50% employer match about $218,769 at 4% or $145,846 at 6%; with 100% employer match about $164,077 at 4% or $109,385 at 6%.
201127$333,023$148,162$21,166iApproximate average salary by contribution assumption: employee only about $529,150 at 4% or $352,767 at 6%; with 50% employer match about $352,767 at 4% or $235,178 at 6%; with 100% employer match about $264,575 at 4% or $176,383 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-7$255,254$70,393$10,056iApproximate average salary by contribution assumption: employee only about $251,404 at 4% or $167,602 at 6%; with 50% employer match about $167,602 at 4% or $111,735 at 6%; with 100% employer match about $125,702 at 4% or $83,801 at 6%.
Monty V. Trimble MD Pa Cash Balance Plan-6$77,769$77,769$12,962iApproximate average salary by contribution assumption: employee only about $324,038 at 4% or $216,025 at 6%; with 50% employer match about $216,025 at 4% or $144,017 at 6%; with 100% employer match about $162,019 at 4% or $108,013 at 6%.
201014$201,280$59,992$14,998iApproximate average salary by contribution assumption: employee only about $374,950 at 4% or $249,967 at 6%; with 50% employer match about $249,967 at 4% or $166,644 at 6%; with 100% employer match about $187,475 at 4% or $124,983 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-4$201,280$59,992$14,998iApproximate average salary by contribution assumption: employee only about $374,950 at 4% or $249,967 at 6%; with 50% employer match about $249,967 at 4% or $166,644 at 6%; with 100% employer match about $187,475 at 4% or $124,983 at 6%.
200914$120,334$69,546$17,387iApproximate average salary by contribution assumption: employee only about $434,663 at 4% or $289,775 at 6%; with 50% employer match about $289,775 at 4% or $193,183 at 6%; with 100% employer match about $217,331 at 4% or $144,888 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-4$120,334$69,546$17,387iApproximate average salary by contribution assumption: employee only about $434,663 at 4% or $289,775 at 6%; with 50% employer match about $289,775 at 4% or $193,183 at 6%; with 100% employer match about $217,331 at 4% or $144,888 at 6%.
200813$29,388$29,388$9,796iApproximate average salary by contribution assumption: employee only about $244,900 at 4% or $163,267 at 6%; with 50% employer match about $163,267 at 4% or $108,844 at 6%; with 100% employer match about $122,450 at 4% or $81,633 at 6%.
Monty V. Trimble MD Pa Profit Sharing 401(K) Plan-3$29,388$29,388$9,796iApproximate average salary by contribution assumption: employee only about $244,900 at 4% or $163,267 at 6%; with 50% employer match about $163,267 at 4% or $108,844 at 6%; with 100% employer match about $122,450 at 4% or $81,633 at 6%.