Civic Intelligence

Montesano Group Inc

Plan context: Montesano Group Inc 401 K Profit Sharing Plan Trust

EIN 27-0213737 • Santa Barbara, CA • 10 filings • 2 plans

114 E Haley St Ste OSanta Barbara, CA 93101-5323
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$251,092

2024 Contributions

$23,000

Historical Graphs

Total Assets Over Time

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

$251,092$125,546$0201520202024YearValue
$251,092Latest year 2024

Participants Over Time

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

420201520202024YearValue
3Latest 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
202413$251,092$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-3$251,092$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
202313$199,249$22,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-3$199,249$22,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
202213$150,437$20,500$6,833iApproximate average salary by contribution assumption: employee only about $170,833 at 4% or $113,889 at 6%; with 50% employer match about $113,889 at 4% or $75,926 at 6%; with 100% employer match about $85,417 at 4% or $56,944 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-3$150,437$20,500$6,833iApproximate average salary by contribution assumption: employee only about $170,833 at 4% or $113,889 at 6%; with 50% employer match about $113,889 at 4% or $75,926 at 6%; with 100% employer match about $85,417 at 4% or $56,944 at 6%.
202113$153,863$30,592$10,197iApproximate average salary by contribution assumption: employee only about $254,933 at 4% or $169,956 at 6%; with 50% employer match about $169,956 at 4% or $113,304 at 6%; with 100% employer match about $127,467 at 4% or $84,978 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-3$153,863$30,592$10,197iApproximate average salary by contribution assumption: employee only about $254,933 at 4% or $169,956 at 6%; with 50% employer match about $169,956 at 4% or $113,304 at 6%; with 100% employer match about $127,467 at 4% or $84,978 at 6%.
202014$116,219$27,897$6,974iApproximate average salary by contribution assumption: employee only about $174,356 at 4% or $116,238 at 6%; with 50% employer match about $116,238 at 4% or $77,492 at 6%; with 100% employer match about $87,178 at 4% or $58,119 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-4$116,219$27,897$6,974iApproximate average salary by contribution assumption: employee only about $174,356 at 4% or $116,238 at 6%; with 50% employer match about $116,238 at 4% or $77,492 at 6%; with 100% employer match about $87,178 at 4% or $58,119 at 6%.
201913$73,190$32,323$10,774iApproximate average salary by contribution assumption: employee only about $269,358 at 4% or $179,572 at 6%; with 50% employer match about $179,572 at 4% or $119,715 at 6%; with 100% employer match about $134,679 at 4% or $89,786 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-3$73,190$32,323$10,774iApproximate average salary by contribution assumption: employee only about $269,358 at 4% or $179,572 at 6%; with 50% employer match about $179,572 at 4% or $119,715 at 6%; with 100% employer match about $134,679 at 4% or $89,786 at 6%.
201812$29,920$21,277$10,639iApproximate average salary by contribution assumption: employee only about $265,963 at 4% or $177,308 at 6%; with 50% employer match about $177,308 at 4% or $118,206 at 6%; with 100% employer match about $132,981 at 4% or $88,654 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-2$29,920$21,277$10,639iApproximate average salary by contribution assumption: employee only about $265,963 at 4% or $177,308 at 6%; with 50% employer match about $177,308 at 4% or $118,206 at 6%; with 100% employer match about $132,981 at 4% or $88,654 at 6%.
201712$11,965$3,907$1,954iApproximate average salary by contribution assumption: employee only about $48,838 at 4% or $32,558 at 6%; with 50% employer match about $32,558 at 4% or $21,706 at 6%; with 100% employer match about $24,419 at 4% or $16,279 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-2$11,965$3,907$1,954iApproximate average salary by contribution assumption: employee only about $48,838 at 4% or $32,558 at 6%; with 50% employer match about $32,558 at 4% or $21,706 at 6%; with 100% employer match about $24,419 at 4% or $16,279 at 6%.
201612$6,494$4,440$2,220iApproximate average salary by contribution assumption: employee only about $55,500 at 4% or $37,000 at 6%; with 50% employer match about $37,000 at 4% or $24,667 at 6%; with 100% employer match about $27,750 at 4% or $18,500 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-2$6,494$4,440$2,220iApproximate average salary by contribution assumption: employee only about $55,500 at 4% or $37,000 at 6%; with 50% employer match about $37,000 at 4% or $24,667 at 6%; with 100% employer match about $27,750 at 4% or $18,500 at 6%.
201511$1,630$1,617$1,617iApproximate average salary by contribution assumption: employee only about $40,425 at 4% or $26,950 at 6%; with 50% employer match about $26,950 at 4% or $17,967 at 6%; with 100% employer match about $20,213 at 4% or $13,475 at 6%.
Montesano Group Inc 401 K Profit Sharing Plan Trust-1$1,630$1,617$1,617iApproximate average salary by contribution assumption: employee only about $40,425 at 4% or $26,950 at 6%; with 50% employer match about $26,950 at 4% or $17,967 at 6%; with 100% employer match about $20,213 at 4% or $13,475 at 6%.