Civic Intelligence

Monte Financial Group LLC

Plan context: Monte Financial Group LLC 401(K) Retirement Plan

EIN 27-0400941 • Guilford, CT • 16 filings • 1 plans

30 Long Hill RoadGuilford, CT 06437
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,427,737

2024 Contributions

$56,133

Historical Graphs

Total Assets Over Time

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

$2,427,737$1,213,869$0200920172024YearValue
$2,427,737Latest year 2024

Participants Over Time

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

1050200920172024YearValue
10Latest 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
2024110$2,427,737$56,133$5,613iApproximate average salary by contribution assumption: employee only about $140,333 at 4% or $93,555 at 6%; with 50% employer match about $93,555 at 4% or $62,370 at 6%; with 100% employer match about $70,166 at 4% or $46,778 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-10$2,427,737$56,133$5,613iApproximate average salary by contribution assumption: employee only about $140,333 at 4% or $93,555 at 6%; with 50% employer match about $93,555 at 4% or $62,370 at 6%; with 100% employer match about $70,166 at 4% or $46,778 at 6%.
202319$2,072,398$48,899$5,433iApproximate average salary by contribution assumption: employee only about $135,831 at 4% or $90,554 at 6%; with 50% employer match about $90,554 at 4% or $60,369 at 6%; with 100% employer match about $67,915 at 4% or $45,277 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-9$2,072,398$48,899$5,433iApproximate average salary by contribution assumption: employee only about $135,831 at 4% or $90,554 at 6%; with 50% employer match about $90,554 at 4% or $60,369 at 6%; with 100% employer match about $67,915 at 4% or $45,277 at 6%.
202218$1,796,897$74,438$9,305iApproximate average salary by contribution assumption: employee only about $232,619 at 4% or $155,079 at 6%; with 50% employer match about $155,079 at 4% or $103,386 at 6%; with 100% employer match about $116,309 at 4% or $77,540 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-8$1,796,897$74,438$9,305iApproximate average salary by contribution assumption: employee only about $232,619 at 4% or $155,079 at 6%; with 50% employer match about $155,079 at 4% or $103,386 at 6%; with 100% employer match about $116,309 at 4% or $77,540 at 6%.
202118$1,834,640$96,475$12,059iApproximate average salary by contribution assumption: employee only about $301,484 at 4% or $200,990 at 6%; with 50% employer match about $200,990 at 4% or $133,993 at 6%; with 100% employer match about $150,742 at 4% or $100,495 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-8$1,834,640$96,475$12,059iApproximate average salary by contribution assumption: employee only about $301,484 at 4% or $200,990 at 6%; with 50% employer match about $200,990 at 4% or $133,993 at 6%; with 100% employer match about $150,742 at 4% or $100,495 at 6%.
202018$1,400,067$86,291$10,786iApproximate average salary by contribution assumption: employee only about $269,659 at 4% or $179,773 at 6%; with 50% employer match about $179,773 at 4% or $119,849 at 6%; with 100% employer match about $134,830 at 4% or $89,886 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-8$1,400,067$86,291$10,786iApproximate average salary by contribution assumption: employee only about $269,659 at 4% or $179,773 at 6%; with 50% employer match about $179,773 at 4% or $119,849 at 6%; with 100% employer match about $134,830 at 4% or $89,886 at 6%.
201916$1,203,555$90,172$15,029iApproximate average salary by contribution assumption: employee only about $375,717 at 4% or $250,478 at 6%; with 50% employer match about $250,478 at 4% or $166,985 at 6%; with 100% employer match about $187,858 at 4% or $125,239 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-6$1,203,555$90,172$15,029iApproximate average salary by contribution assumption: employee only about $375,717 at 4% or $250,478 at 6%; with 50% employer match about $250,478 at 4% or $166,985 at 6%; with 100% employer match about $187,858 at 4% or $125,239 at 6%.
201816$912,135$91,924$15,321iApproximate average salary by contribution assumption: employee only about $383,017 at 4% or $255,344 at 6%; with 50% employer match about $255,344 at 4% or $170,230 at 6%; with 100% employer match about $191,508 at 4% or $127,672 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-6$912,135$91,924$15,321iApproximate average salary by contribution assumption: employee only about $383,017 at 4% or $255,344 at 6%; with 50% employer match about $255,344 at 4% or $170,230 at 6%; with 100% employer match about $191,508 at 4% or $127,672 at 6%.
201716$847,360$97,377$16,230iApproximate average salary by contribution assumption: employee only about $405,738 at 4% or $270,492 at 6%; with 50% employer match about $270,492 at 4% or $180,328 at 6%; with 100% employer match about $202,869 at 4% or $135,246 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-6$847,360$97,377$16,230iApproximate average salary by contribution assumption: employee only about $405,738 at 4% or $270,492 at 6%; with 50% employer match about $270,492 at 4% or $180,328 at 6%; with 100% employer match about $202,869 at 4% or $135,246 at 6%.
201615$651,129$88,029$17,606iApproximate average salary by contribution assumption: employee only about $440,145 at 4% or $293,430 at 6%; with 50% employer match about $293,430 at 4% or $195,620 at 6%; with 100% employer match about $220,073 at 4% or $146,715 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-5$651,129$88,029$17,606iApproximate average salary by contribution assumption: employee only about $440,145 at 4% or $293,430 at 6%; with 50% employer match about $293,430 at 4% or $195,620 at 6%; with 100% employer match about $220,073 at 4% or $146,715 at 6%.
201514$530,033$82,502$20,626iApproximate average salary by contribution assumption: employee only about $515,638 at 4% or $343,758 at 6%; with 50% employer match about $343,758 at 4% or $229,172 at 6%; with 100% employer match about $257,819 at 4% or $171,879 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-4$530,033$82,502$20,626iApproximate average salary by contribution assumption: employee only about $515,638 at 4% or $343,758 at 6%; with 50% employer match about $343,758 at 4% or $229,172 at 6%; with 100% employer match about $257,819 at 4% or $171,879 at 6%.
201413$460,371$88,985$29,662iApproximate average salary by contribution assumption: employee only about $741,542 at 4% or $494,361 at 6%; with 50% employer match about $494,361 at 4% or $329,574 at 6%; with 100% employer match about $370,771 at 4% or $247,181 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-3$460,371$88,985$29,662iApproximate average salary by contribution assumption: employee only about $741,542 at 4% or $494,361 at 6%; with 50% employer match about $494,361 at 4% or $329,574 at 6%; with 100% employer match about $370,771 at 4% or $247,181 at 6%.
201313$318,848$81,699$27,233iApproximate average salary by contribution assumption: employee only about $680,825 at 4% or $453,883 at 6%; with 50% employer match about $453,883 at 4% or $302,589 at 6%; with 100% employer match about $340,413 at 4% or $226,942 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-3$318,848$81,699$27,233iApproximate average salary by contribution assumption: employee only about $680,825 at 4% or $453,883 at 6%; with 50% employer match about $453,883 at 4% or $302,589 at 6%; with 100% employer match about $340,413 at 4% or $226,942 at 6%.
201213$196,712$58,338$19,446iApproximate average salary by contribution assumption: employee only about $486,150 at 4% or $324,100 at 6%; with 50% employer match about $324,100 at 4% or $216,067 at 6%; with 100% employer match about $243,075 at 4% or $162,050 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-3$196,712$58,338$19,446iApproximate average salary by contribution assumption: employee only about $486,150 at 4% or $324,100 at 6%; with 50% employer match about $324,100 at 4% or $216,067 at 6%; with 100% employer match about $243,075 at 4% or $162,050 at 6%.
201113$120,885$52,701$17,567iApproximate average salary by contribution assumption: employee only about $439,175 at 4% or $292,783 at 6%; with 50% employer match about $292,783 at 4% or $195,189 at 6%; with 100% employer match about $219,588 at 4% or $146,392 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-3$120,885$52,701$17,567iApproximate average salary by contribution assumption: employee only about $439,175 at 4% or $292,783 at 6%; with 50% employer match about $292,783 at 4% or $195,189 at 6%; with 100% employer match about $219,588 at 4% or $146,392 at 6%.
201013$69,077$52,288$17,429iApproximate average salary by contribution assumption: employee only about $435,733 at 4% or $290,489 at 6%; with 50% employer match about $290,489 at 4% or $193,659 at 6%; with 100% employer match about $217,867 at 4% or $145,244 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-3$69,077$52,288$17,429iApproximate average salary by contribution assumption: employee only about $435,733 at 4% or $290,489 at 6%; with 50% employer match about $290,489 at 4% or $193,659 at 6%; with 100% employer match about $217,867 at 4% or $145,244 at 6%.
200914$14,547$14,494$3,624iApproximate average salary by contribution assumption: employee only about $90,588 at 4% or $60,392 at 6%; with 50% employer match about $60,392 at 4% or $40,261 at 6%; with 100% employer match about $45,294 at 4% or $30,196 at 6%.
Monte Financial Group LLC 401(K) Retirement Plan-4$14,547$14,494$3,624iApproximate average salary by contribution assumption: employee only about $90,588 at 4% or $60,392 at 6%; with 50% employer match about $60,392 at 4% or $40,261 at 6%; with 100% employer match about $45,294 at 4% or $30,196 at 6%.