Civic Intelligence

Monarch Partners Asset Managem

Plan context: Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust

EIN 27-1468040 • Boston, MA • 9 filings • 2 plans

PO Box 960968Boston, MA 02196
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$652,548

2022 Contributions

$110,371

Historical Graphs

Total Assets Over Time

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

$661,867$330,934$0201420182022YearValue
$652,548Latest year 2022

Participants Over Time

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

1050201420182022YearValue
10Latest year 2022

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
2022110$652,548$110,371$11,037iApproximate average salary by contribution assumption: employee only about $275,928 at 4% or $183,952 at 6%; with 50% employer match about $183,952 at 4% or $122,634 at 6%; with 100% employer match about $137,964 at 4% or $91,976 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-10$652,548$110,371$11,037iApproximate average salary by contribution assumption: employee only about $275,928 at 4% or $183,952 at 6%; with 50% employer match about $183,952 at 4% or $122,634 at 6%; with 100% employer match about $137,964 at 4% or $91,976 at 6%.
202119$661,867$99,667$11,074iApproximate average salary by contribution assumption: employee only about $276,853 at 4% or $184,569 at 6%; with 50% employer match about $184,569 at 4% or $123,046 at 6%; with 100% employer match about $138,426 at 4% or $92,284 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-9$661,867$99,667$11,074iApproximate average salary by contribution assumption: employee only about $276,853 at 4% or $184,569 at 6%; with 50% employer match about $184,569 at 4% or $123,046 at 6%; with 100% employer match about $138,426 at 4% or $92,284 at 6%.
202019$559,547$97,083$10,787iApproximate average salary by contribution assumption: employee only about $269,675 at 4% or $179,783 at 6%; with 50% employer match about $179,783 at 4% or $119,856 at 6%; with 100% employer match about $134,838 at 4% or $89,892 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-9$559,547$97,083$10,787iApproximate average salary by contribution assumption: employee only about $269,675 at 4% or $179,783 at 6%; with 50% employer match about $179,783 at 4% or $119,856 at 6%; with 100% employer match about $134,838 at 4% or $89,892 at 6%.
201919$421,230$129,342$14,371iApproximate average salary by contribution assumption: employee only about $359,283 at 4% or $239,522 at 6%; with 50% employer match about $239,522 at 4% or $159,681 at 6%; with 100% employer match about $179,642 at 4% or $119,761 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-9$421,230$129,342$14,371iApproximate average salary by contribution assumption: employee only about $359,283 at 4% or $239,522 at 6%; with 50% employer match about $239,522 at 4% or $159,681 at 6%; with 100% employer match about $179,642 at 4% or $119,761 at 6%.
2018110$288,628$93,984$9,398iApproximate average salary by contribution assumption: employee only about $234,960 at 4% or $156,640 at 6%; with 50% employer match about $156,640 at 4% or $104,427 at 6%; with 100% employer match about $117,480 at 4% or $78,320 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-10$288,628$93,984$9,398iApproximate average salary by contribution assumption: employee only about $234,960 at 4% or $156,640 at 6%; with 50% employer match about $156,640 at 4% or $104,427 at 6%; with 100% employer match about $117,480 at 4% or $78,320 at 6%.
201719$220,192$133,550$14,839iApproximate average salary by contribution assumption: employee only about $370,972 at 4% or $247,315 at 6%; with 50% employer match about $247,315 at 4% or $164,877 at 6%; with 100% employer match about $185,486 at 4% or $123,657 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-9$220,192$133,550$14,839iApproximate average salary by contribution assumption: employee only about $370,972 at 4% or $247,315 at 6%; with 50% employer match about $247,315 at 4% or $164,877 at 6%; with 100% employer match about $185,486 at 4% or $123,657 at 6%.
201617$265,927$71,000$10,143iApproximate average salary by contribution assumption: employee only about $253,571 at 4% or $169,048 at 6%; with 50% employer match about $169,048 at 4% or $112,698 at 6%; with 100% employer match about $126,786 at 4% or $84,524 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-7$265,927$71,000$10,143iApproximate average salary by contribution assumption: employee only about $253,571 at 4% or $169,048 at 6%; with 50% employer match about $169,048 at 4% or $112,698 at 6%; with 100% employer match about $126,786 at 4% or $84,524 at 6%.
201514$172,435$47,250$11,813iApproximate average salary by contribution assumption: employee only about $295,313 at 4% or $196,875 at 6%; with 50% employer match about $196,875 at 4% or $131,250 at 6%; with 100% employer match about $147,656 at 4% or $98,438 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-4$172,435$47,250$11,813iApproximate average salary by contribution assumption: employee only about $295,313 at 4% or $196,875 at 6%; with 50% employer match about $196,875 at 4% or $131,250 at 6%; with 100% employer match about $147,656 at 4% or $98,438 at 6%.
201414$129,611$131,350$32,838iApproximate average salary by contribution assumption: employee only about $820,938 at 4% or $547,292 at 6%; with 50% employer match about $547,292 at 4% or $364,861 at 6%; with 100% employer match about $410,469 at 4% or $273,646 at 6%.
Monarch Partners Asset Managem 401 K Profit Sharing Plan Trust-4$129,611$131,350$32,838iApproximate average salary by contribution assumption: employee only about $820,938 at 4% or $547,292 at 6%; with 50% employer match about $547,292 at 4% or $364,861 at 6%; with 100% employer match about $410,469 at 4% or $273,646 at 6%.