Civic Intelligence

Montarosa LLC

Plan context: MONTAROSA LLC CASH BALANCE PLAN

EIN 26-3026051 • New York, NY • 25 filings • 5 plans

122 East 42nd Street, Suite 1507New York, NY 10168
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$5,862,351

2024 Contributions

$500,493

Historical Graphs

Total Assets Over Time

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

$6,051,113$3,025,557$0200920172024YearValue
$5,862,351Latest year 2024

Participants Over Time

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

1680200920172024YearValue
16Latest 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
2024216$5,862,351$500,493$31,281iApproximate average salary by contribution assumption: employee only about $782,020 at 4% or $521,347 at 6%; with 50% employer match about $521,347 at 4% or $347,565 at 6%; with 100% employer match about $391,010 at 4% or $260,673 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-7$3,329,940$286,446$40,921iApproximate average salary by contribution assumption: employee only about $1,023,021 at 4% or $682,014 at 6%; with 50% employer match about $682,014 at 4% or $454,676 at 6%; with 100% employer match about $511,511 at 4% or $341,007 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-16$2,532,411$214,047$13,378iApproximate average salary by contribution assumption: employee only about $334,448 at 4% or $222,966 at 6%; with 50% employer match about $222,966 at 4% or $148,644 at 6%; with 100% employer match about $167,224 at 4% or $111,483 at 6%.
2023212$6,051,113$598,531$49,878iApproximate average salary by contribution assumption: employee only about $1,246,940 at 4% or $831,293 at 6%; with 50% employer match about $831,293 at 4% or $554,195 at 6%; with 100% employer match about $623,470 at 4% or $415,647 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-12$3,168,992$298,917$24,910iApproximate average salary by contribution assumption: employee only about $622,744 at 4% or $415,163 at 6%; with 50% employer match about $415,163 at 4% or $276,775 at 6%; with 100% employer match about $311,372 at 4% or $207,581 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-10$2,882,121$299,614$29,961iApproximate average salary by contribution assumption: employee only about $749,035 at 4% or $499,357 at 6%; with 50% employer match about $499,357 at 4% or $332,904 at 6%; with 100% employer match about $374,518 at 4% or $249,678 at 6%.
2022212$4,770,060$823,102$68,592iApproximate average salary by contribution assumption: employee only about $1,714,796 at 4% or $1,143,197 at 6%; with 50% employer match about $1,143,197 at 4% or $762,131 at 6%; with 100% employer match about $857,398 at 4% or $571,599 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-12$2,404,425$298,939$24,912iApproximate average salary by contribution assumption: employee only about $622,790 at 4% or $415,193 at 6%; with 50% employer match about $415,193 at 4% or $276,795 at 6%; with 100% employer match about $311,395 at 4% or $207,597 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-10$2,365,635$524,163$52,416iApproximate average salary by contribution assumption: employee only about $1,310,408 at 4% or $873,605 at 6%; with 50% employer match about $873,605 at 4% or $582,403 at 6%; with 100% employer match about $655,204 at 4% or $436,803 at 6%.
2021211$4,675,130$637,336$57,940iApproximate average salary by contribution assumption: employee only about $1,448,491 at 4% or $965,661 at 6%; with 50% employer match about $965,661 at 4% or $643,774 at 6%; with 100% employer match about $724,245 at 4% or $482,830 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-11$2,562,680$205,975$18,725iApproximate average salary by contribution assumption: employee only about $468,125 at 4% or $312,083 at 6%; with 50% employer match about $312,083 at 4% or $208,056 at 6%; with 100% employer match about $234,063 at 4% or $156,042 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-11$2,112,450$431,361$39,215iApproximate average salary by contribution assumption: employee only about $980,366 at 4% or $653,577 at 6%; with 50% employer match about $653,577 at 4% or $435,718 at 6%; with 100% employer match about $490,183 at 4% or $326,789 at 6%.
2020210$3,550,362$685,459$68,546iApproximate average salary by contribution assumption: employee only about $1,713,647 at 4% or $1,142,432 at 6%; with 50% employer match about $1,142,432 at 4% or $761,621 at 6%; with 100% employer match about $856,824 at 4% or $571,216 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-10$2,001,031$260,497$26,050iApproximate average salary by contribution assumption: employee only about $651,243 at 4% or $434,162 at 6%; with 50% employer match about $434,162 at 4% or $289,441 at 6%; with 100% employer match about $325,621 at 4% or $217,081 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-10$1,549,331$424,962$42,496iApproximate average salary by contribution assumption: employee only about $1,062,405 at 4% or $708,270 at 6%; with 50% employer match about $708,270 at 4% or $472,180 at 6%; with 100% employer match about $531,203 at 4% or $354,135 at 6%.
2019210$1,968,225$536,966$53,697iApproximate average salary by contribution assumption: employee only about $1,342,415 at 4% or $894,943 at 6%; with 50% employer match about $894,943 at 4% or $596,629 at 6%; with 100% employer match about $671,208 at 4% or $447,472 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-10$1,002,823$422,227$42,223iApproximate average salary by contribution assumption: employee only about $1,055,568 at 4% or $703,712 at 6%; with 50% employer match about $703,712 at 4% or $469,141 at 6%; with 100% employer match about $527,784 at 4% or $351,856 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-9$965,402$114,739$12,749iApproximate average salary by contribution assumption: employee only about $318,719 at 4% or $212,480 at 6%; with 50% employer match about $212,480 at 4% or $141,653 at 6%; with 100% employer match about $159,360 at 4% or $106,240 at 6%.
2018212$1,301,123$367,559$30,630iApproximate average salary by contribution assumption: employee only about $765,748 at 4% or $510,499 at 6%; with 50% employer match about $510,499 at 4% or $340,332 at 6%; with 100% employer match about $382,874 at 4% or $255,249 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-12$795,553$154,240$12,853iApproximate average salary by contribution assumption: employee only about $321,333 at 4% or $214,222 at 6%; with 50% employer match about $214,222 at 4% or $142,815 at 6%; with 100% employer match about $160,667 at 4% or $107,111 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-11$505,570$213,319$19,393iApproximate average salary by contribution assumption: employee only about $484,816 at 4% or $323,211 at 6%; with 50% employer match about $323,211 at 4% or $215,474 at 6%; with 100% employer match about $242,408 at 4% or $161,605 at 6%.
2017211$1,051,658$280,717$25,520iApproximate average salary by contribution assumption: employee only about $637,993 at 4% or $425,329 at 6%; with 50% employer match about $425,329 at 4% or $283,553 at 6%; with 100% employer match about $318,997 at 4% or $212,664 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-11$720,473$120,715$10,974iApproximate average salary by contribution assumption: employee only about $274,352 at 4% or $182,902 at 6%; with 50% employer match about $182,902 at 4% or $121,934 at 6%; with 100% employer match about $137,176 at 4% or $91,451 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-11$331,185$160,002$14,546iApproximate average salary by contribution assumption: employee only about $363,641 at 4% or $242,427 at 6%; with 50% employer match about $242,427 at 4% or $161,618 at 6%; with 100% employer match about $181,820 at 4% or $121,214 at 6%.
2016211$787,996$290,049$26,368iApproximate average salary by contribution assumption: employee only about $659,202 at 4% or $439,468 at 6%; with 50% employer match about $439,468 at 4% or $292,979 at 6%; with 100% employer match about $329,601 at 4% or $219,734 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-11$622,753$124,806$11,346iApproximate average salary by contribution assumption: employee only about $283,650 at 4% or $189,100 at 6%; with 50% employer match about $189,100 at 4% or $126,067 at 6%; with 100% employer match about $141,825 at 4% or $94,550 at 6%.
MONTAROSA LLC CASH BALANCE PLAN-11$165,243$165,243$15,022iApproximate average salary by contribution assumption: employee only about $375,552 at 4% or $250,368 at 6%; with 50% employer match about $250,368 at 4% or $166,912 at 6%; with 100% employer match about $187,776 at 4% or $125,184 at 6%.
201519$467,976$111,467$12,385iApproximate average salary by contribution assumption: employee only about $309,631 at 4% or $206,420 at 6%; with 50% employer match about $206,420 at 4% or $137,614 at 6%; with 100% employer match about $154,815 at 4% or $103,210 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-9$467,976$111,467$12,385iApproximate average salary by contribution assumption: employee only about $309,631 at 4% or $206,420 at 6%; with 50% employer match about $206,420 at 4% or $137,614 at 6%; with 100% employer match about $154,815 at 4% or $103,210 at 6%.
201419$403,536$84,216$9,357iApproximate average salary by contribution assumption: employee only about $233,933 at 4% or $155,956 at 6%; with 50% employer match about $155,956 at 4% or $103,970 at 6%; with 100% employer match about $116,967 at 4% or $77,978 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-9$403,536$84,216$9,357iApproximate average salary by contribution assumption: employee only about $233,933 at 4% or $155,956 at 6%; with 50% employer match about $155,956 at 4% or $103,970 at 6%; with 100% employer match about $116,967 at 4% or $77,978 at 6%.
201315$302,861$48,853$9,771iApproximate average salary by contribution assumption: employee only about $244,265 at 4% or $162,843 at 6%; with 50% employer match about $162,843 at 4% or $108,562 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-5$302,861$48,853$9,771iApproximate average salary by contribution assumption: employee only about $244,265 at 4% or $162,843 at 6%; with 50% employer match about $162,843 at 4% or $108,562 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
201215$210,578$52,385$10,477iApproximate average salary by contribution assumption: employee only about $261,925 at 4% or $174,617 at 6%; with 50% employer match about $174,617 at 4% or $116,411 at 6%; with 100% employer match about $130,963 at 4% or $87,308 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-5$210,578$52,385$10,477iApproximate average salary by contribution assumption: employee only about $261,925 at 4% or $174,617 at 6%; with 50% employer match about $174,617 at 4% or $116,411 at 6%; with 100% employer match about $130,963 at 4% or $87,308 at 6%.
201115$140,558$67,365$13,473iApproximate average salary by contribution assumption: employee only about $336,825 at 4% or $224,550 at 6%; with 50% employer match about $224,550 at 4% or $149,700 at 6%; with 100% employer match about $168,413 at 4% or $112,275 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-5$140,558$67,365$13,473iApproximate average salary by contribution assumption: employee only about $336,825 at 4% or $224,550 at 6%; with 50% employer match about $224,550 at 4% or $149,700 at 6%; with 100% employer match about $168,413 at 4% or $112,275 at 6%.
201015$81,353$39,167$7,833iApproximate average salary by contribution assumption: employee only about $195,835 at 4% or $130,557 at 6%; with 50% employer match about $130,557 at 4% or $87,038 at 6%; with 100% employer match about $97,918 at 4% or $65,278 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-5$81,353$39,167$7,833iApproximate average salary by contribution assumption: employee only about $195,835 at 4% or $130,557 at 6%; with 50% employer match about $130,557 at 4% or $87,038 at 6%; with 100% employer match about $97,918 at 4% or $65,278 at 6%.
200913$32,933$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Montarosa LLC 401 K Profit Sharing Plan Trust-3$32,933$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.