Civic Intelligence

Montag & Caldwell LLC

Plan context: Montag & Caldwell 401(K) Profit Sharing Plan

EIN 26-3165863 • Atlanta, GA • 16 filings • 1 plans

3455 Peachtree Road NESuite 1500Atlanta, GA 30326
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$26,911,339

2024 Contributions

$172,585

Historical Graphs

Total Assets Over Time

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

$29,749,063$14,874,532$0200920172024YearValue
$26,911,339Latest year 2024

Participants Over Time

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

52260200920172024YearValue
19Latest 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
2024119$26,911,339$172,585$9,083iApproximate average salary by contribution assumption: employee only about $227,086 at 4% or $151,390 at 6%; with 50% employer match about $151,390 at 4% or $100,927 at 6%; with 100% employer match about $113,543 at 4% or $75,695 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-19$26,911,339$172,585$9,083iApproximate average salary by contribution assumption: employee only about $227,086 at 4% or $151,390 at 6%; with 50% employer match about $151,390 at 4% or $100,927 at 6%; with 100% employer match about $113,543 at 4% or $75,695 at 6%.
2023122$27,666,612$331,904$15,087iApproximate average salary by contribution assumption: employee only about $377,164 at 4% or $251,442 at 6%; with 50% employer match about $251,442 at 4% or $167,628 at 6%; with 100% employer match about $188,582 at 4% or $125,721 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-22$27,666,612$331,904$15,087iApproximate average salary by contribution assumption: employee only about $377,164 at 4% or $251,442 at 6%; with 50% employer match about $251,442 at 4% or $167,628 at 6%; with 100% employer match about $188,582 at 4% or $125,721 at 6%.
2022125$23,689,396$336,389$13,456iApproximate average salary by contribution assumption: employee only about $336,389 at 4% or $224,259 at 6%; with 50% employer match about $224,259 at 4% or $149,506 at 6%; with 100% employer match about $168,195 at 4% or $112,130 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-25$23,689,396$336,389$13,456iApproximate average salary by contribution assumption: employee only about $336,389 at 4% or $224,259 at 6%; with 50% employer match about $224,259 at 4% or $149,506 at 6%; with 100% employer match about $168,195 at 4% or $112,130 at 6%.
2021131$29,749,063$360,023$11,614iApproximate average salary by contribution assumption: employee only about $290,341 at 4% or $193,561 at 6%; with 50% employer match about $193,561 at 4% or $129,041 at 6%; with 100% employer match about $145,171 at 4% or $96,780 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-31$29,749,063$360,023$11,614iApproximate average salary by contribution assumption: employee only about $290,341 at 4% or $193,561 at 6%; with 50% employer match about $193,561 at 4% or $129,041 at 6%; with 100% employer match about $145,171 at 4% or $96,780 at 6%.
2020135$27,832,420$458,724$13,106iApproximate average salary by contribution assumption: employee only about $327,660 at 4% or $218,440 at 6%; with 50% employer match about $218,440 at 4% or $145,627 at 6%; with 100% employer match about $163,830 at 4% or $109,220 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-35$27,832,420$458,724$13,106iApproximate average salary by contribution assumption: employee only about $327,660 at 4% or $218,440 at 6%; with 50% employer match about $218,440 at 4% or $145,627 at 6%; with 100% employer match about $163,830 at 4% or $109,220 at 6%.
2019138$22,644,943$493,298$12,982iApproximate average salary by contribution assumption: employee only about $324,538 at 4% or $216,359 at 6%; with 50% employer match about $216,359 at 4% or $144,239 at 6%; with 100% employer match about $162,269 at 4% or $108,179 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-38$22,644,943$493,298$12,982iApproximate average salary by contribution assumption: employee only about $324,538 at 4% or $216,359 at 6%; with 50% employer match about $216,359 at 4% or $144,239 at 6%; with 100% employer match about $162,269 at 4% or $108,179 at 6%.
2018142$18,194,258$762,558$18,156iApproximate average salary by contribution assumption: employee only about $453,904 at 4% or $302,602 at 6%; with 50% employer match about $302,602 at 4% or $201,735 at 6%; with 100% employer match about $226,952 at 4% or $151,301 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-42$18,194,258$762,558$18,156iApproximate average salary by contribution assumption: employee only about $453,904 at 4% or $302,602 at 6%; with 50% employer match about $302,602 at 4% or $201,735 at 6%; with 100% employer match about $226,952 at 4% or $151,301 at 6%.
2017142$19,036,464$767,879$18,283iApproximate average salary by contribution assumption: employee only about $457,071 at 4% or $304,714 at 6%; with 50% employer match about $304,714 at 4% or $203,143 at 6%; with 100% employer match about $228,535 at 4% or $152,357 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-42$19,036,464$767,879$18,283iApproximate average salary by contribution assumption: employee only about $457,071 at 4% or $304,714 at 6%; with 50% employer match about $304,714 at 4% or $203,143 at 6%; with 100% employer match about $228,535 at 4% or $152,357 at 6%.
2016145$15,591,068$752,675$16,726iApproximate average salary by contribution assumption: employee only about $418,153 at 4% or $278,769 at 6%; with 50% employer match about $278,769 at 4% or $185,846 at 6%; with 100% employer match about $209,076 at 4% or $139,384 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-45$15,591,068$752,675$16,726iApproximate average salary by contribution assumption: employee only about $418,153 at 4% or $278,769 at 6%; with 50% employer match about $278,769 at 4% or $185,846 at 6%; with 100% employer match about $209,076 at 4% or $139,384 at 6%.
2015150$15,407,564$894,214$17,884iApproximate average salary by contribution assumption: employee only about $447,107 at 4% or $298,071 at 6%; with 50% employer match about $298,071 at 4% or $198,714 at 6%; with 100% employer match about $223,553 at 4% or $149,036 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-50$15,407,564$894,214$17,884iApproximate average salary by contribution assumption: employee only about $447,107 at 4% or $298,071 at 6%; with 50% employer match about $298,071 at 4% or $198,714 at 6%; with 100% employer match about $223,553 at 4% or $149,036 at 6%.
2014149$14,573,386$963,710$19,668iApproximate average salary by contribution assumption: employee only about $491,689 at 4% or $327,793 at 6%; with 50% employer match about $327,793 at 4% or $218,528 at 6%; with 100% employer match about $245,844 at 4% or $163,896 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-49$14,573,386$963,710$19,668iApproximate average salary by contribution assumption: employee only about $491,689 at 4% or $327,793 at 6%; with 50% employer match about $327,793 at 4% or $218,528 at 6%; with 100% employer match about $245,844 at 4% or $163,896 at 6%.
2013151$12,918,539$960,376$18,831iApproximate average salary by contribution assumption: employee only about $470,773 at 4% or $313,848 at 6%; with 50% employer match about $313,848 at 4% or $209,232 at 6%; with 100% employer match about $235,386 at 4% or $156,924 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-51$12,918,539$960,376$18,831iApproximate average salary by contribution assumption: employee only about $470,773 at 4% or $313,848 at 6%; with 50% employer match about $313,848 at 4% or $209,232 at 6%; with 100% employer match about $235,386 at 4% or $156,924 at 6%.
2012152$9,328,106$1,127,408$21,681iApproximate average salary by contribution assumption: employee only about $542,023 at 4% or $361,349 at 6%; with 50% employer match about $361,349 at 4% or $240,899 at 6%; with 100% employer match about $271,012 at 4% or $180,674 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-52$9,328,106$1,127,408$21,681iApproximate average salary by contribution assumption: employee only about $542,023 at 4% or $361,349 at 6%; with 50% employer match about $361,349 at 4% or $240,899 at 6%; with 100% employer match about $271,012 at 4% or $180,674 at 6%.
2011148$7,264,524$859,879$17,914iApproximate average salary by contribution assumption: employee only about $447,854 at 4% or $298,569 at 6%; with 50% employer match about $298,569 at 4% or $199,046 at 6%; with 100% employer match about $223,927 at 4% or $149,285 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-48$7,264,524$859,879$17,914iApproximate average salary by contribution assumption: employee only about $447,854 at 4% or $298,569 at 6%; with 50% employer match about $298,569 at 4% or $199,046 at 6%; with 100% employer match about $223,927 at 4% or $149,285 at 6%.
2010147$6,261,746$842,715$17,930iApproximate average salary by contribution assumption: employee only about $448,253 at 4% or $298,835 at 6%; with 50% employer match about $298,835 at 4% or $199,223 at 6%; with 100% employer match about $224,126 at 4% or $149,418 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-47$6,261,746$842,715$17,930iApproximate average salary by contribution assumption: employee only about $448,253 at 4% or $298,835 at 6%; with 50% employer match about $298,835 at 4% or $199,223 at 6%; with 100% employer match about $224,126 at 4% or $149,418 at 6%.
2009147$4,762,056$1,221,927$25,998iApproximate average salary by contribution assumption: employee only about $649,961 at 4% or $433,307 at 6%; with 50% employer match about $433,307 at 4% or $288,872 at 6%; with 100% employer match about $324,981 at 4% or $216,654 at 6%.
Montag & Caldwell 401(K) Profit Sharing Plan-47$4,762,056$1,221,927$25,998iApproximate average salary by contribution assumption: employee only about $649,961 at 4% or $433,307 at 6%; with 50% employer match about $433,307 at 4% or $288,872 at 6%; with 100% employer match about $324,981 at 4% or $216,654 at 6%.