Civic Intelligence

Montgomery Professional Associates Inc.

Plan context: Montgomery Professional Associates Inc 401K Plan

EIN 31-1011921 • Cincinnati, OH • 30 filings • 3 plans

4422 Carver Woods DrCincinnati, OH 45242
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,002,343

2024 Contributions

$36,760

Historical Graphs

Total Assets Over Time

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

$3,319,119$1,659,560$0199920132024YearValue
$3,002,343Latest year 2024

Participants Over Time

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

840199920122024YearValue
4Latest 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
202414$3,002,343$36,760$9,190iApproximate average salary by contribution assumption: employee only about $229,750 at 4% or $153,167 at 6%; with 50% employer match about $153,167 at 4% or $102,111 at 6%; with 100% employer match about $114,875 at 4% or $76,583 at 6%.
Montgomery Professional Associates Inc 401K Plan-4$3,002,343$36,760$9,190iApproximate average salary by contribution assumption: employee only about $229,750 at 4% or $153,167 at 6%; with 50% employer match about $153,167 at 4% or $102,111 at 6%; with 100% employer match about $114,875 at 4% or $76,583 at 6%.
202314$3,058,211$50,478$12,620iApproximate average salary by contribution assumption: employee only about $315,488 at 4% or $210,325 at 6%; with 50% employer match about $210,325 at 4% or $140,217 at 6%; with 100% employer match about $157,744 at 4% or $105,163 at 6%.
Montgomery Professional Associates Inc 401K Plan-4$3,058,211$50,478$12,620iApproximate average salary by contribution assumption: employee only about $315,488 at 4% or $210,325 at 6%; with 50% employer match about $210,325 at 4% or $140,217 at 6%; with 100% employer match about $157,744 at 4% or $105,163 at 6%.
202214$2,825,284$93,753$23,438iApproximate average salary by contribution assumption: employee only about $585,956 at 4% or $390,638 at 6%; with 50% employer match about $390,638 at 4% or $260,425 at 6%; with 100% employer match about $292,978 at 4% or $195,319 at 6%.
Montgomery Professional Associates Inc 401K Plan-4$2,825,284$93,753$23,438iApproximate average salary by contribution assumption: employee only about $585,956 at 4% or $390,638 at 6%; with 50% employer match about $390,638 at 4% or $260,425 at 6%; with 100% employer match about $292,978 at 4% or $195,319 at 6%.
202114$3,319,119$102,062$25,516iApproximate average salary by contribution assumption: employee only about $637,888 at 4% or $425,258 at 6%; with 50% employer match about $425,258 at 4% or $283,506 at 6%; with 100% employer match about $318,944 at 4% or $212,629 at 6%.
Montgomery Professional Associates Inc 401K Plan-4$3,319,119$102,062$25,516iApproximate average salary by contribution assumption: employee only about $637,888 at 4% or $425,258 at 6%; with 50% employer match about $425,258 at 4% or $283,506 at 6%; with 100% employer match about $318,944 at 4% or $212,629 at 6%.
202014$3,023,962$90,436$22,609iApproximate average salary by contribution assumption: employee only about $565,225 at 4% or $376,817 at 6%; with 50% employer match about $376,817 at 4% or $251,211 at 6%; with 100% employer match about $282,613 at 4% or $188,408 at 6%.
Montgomery Professional Associates Inc 401K Plan-4$3,023,962$90,436$22,609iApproximate average salary by contribution assumption: employee only about $565,225 at 4% or $376,817 at 6%; with 50% employer match about $376,817 at 4% or $251,211 at 6%; with 100% employer match about $282,613 at 4% or $188,408 at 6%.
201914$2,701,466$79,613$19,903iApproximate average salary by contribution assumption: employee only about $497,581 at 4% or $331,721 at 6%; with 50% employer match about $331,721 at 4% or $221,147 at 6%; with 100% employer match about $248,791 at 4% or $165,860 at 6%.
Montgomery Professional Associates Inc 401K Plan-4$2,701,466$79,613$19,903iApproximate average salary by contribution assumption: employee only about $497,581 at 4% or $331,721 at 6%; with 50% employer match about $331,721 at 4% or $221,147 at 6%; with 100% employer match about $248,791 at 4% or $165,860 at 6%.
201815$2,305,773$93,747$18,749iApproximate average salary by contribution assumption: employee only about $468,735 at 4% or $312,490 at 6%; with 50% employer match about $312,490 at 4% or $208,327 at 6%; with 100% employer match about $234,368 at 4% or $156,245 at 6%.
Montgomery Professional Associates Inc 401K Plan-5$2,305,773$93,747$18,749iApproximate average salary by contribution assumption: employee only about $468,735 at 4% or $312,490 at 6%; with 50% employer match about $312,490 at 4% or $208,327 at 6%; with 100% employer match about $234,368 at 4% or $156,245 at 6%.
201716$2,833,146$89,555$14,926iApproximate average salary by contribution assumption: employee only about $373,146 at 4% or $248,764 at 6%; with 50% employer match about $248,764 at 4% or $165,843 at 6%; with 100% employer match about $186,573 at 4% or $124,382 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$2,833,146$89,555$14,926iApproximate average salary by contribution assumption: employee only about $373,146 at 4% or $248,764 at 6%; with 50% employer match about $248,764 at 4% or $165,843 at 6%; with 100% employer match about $186,573 at 4% or $124,382 at 6%.
201616$2,665,800$101,524$16,921iApproximate average salary by contribution assumption: employee only about $423,017 at 4% or $282,011 at 6%; with 50% employer match about $282,011 at 4% or $188,007 at 6%; with 100% employer match about $211,508 at 4% or $141,006 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$2,665,800$101,524$16,921iApproximate average salary by contribution assumption: employee only about $423,017 at 4% or $282,011 at 6%; with 50% employer match about $282,011 at 4% or $188,007 at 6%; with 100% employer match about $211,508 at 4% or $141,006 at 6%.
201516$2,891,398$90,579$15,097iApproximate average salary by contribution assumption: employee only about $377,413 at 4% or $251,608 at 6%; with 50% employer match about $251,608 at 4% or $167,739 at 6%; with 100% employer match about $188,706 at 4% or $125,804 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$2,891,398$90,579$15,097iApproximate average salary by contribution assumption: employee only about $377,413 at 4% or $251,608 at 6%; with 50% employer match about $251,608 at 4% or $167,739 at 6%; with 100% employer match about $188,706 at 4% or $125,804 at 6%.
201416$2,954,027$78,550$13,092iApproximate average salary by contribution assumption: employee only about $327,292 at 4% or $218,194 at 6%; with 50% employer match about $218,194 at 4% or $145,463 at 6%; with 100% employer match about $163,646 at 4% or $109,097 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$2,954,027$78,550$13,092iApproximate average salary by contribution assumption: employee only about $327,292 at 4% or $218,194 at 6%; with 50% employer match about $218,194 at 4% or $145,463 at 6%; with 100% employer match about $163,646 at 4% or $109,097 at 6%.
201316$2,874,963$110,799$18,467iApproximate average salary by contribution assumption: employee only about $461,663 at 4% or $307,775 at 6%; with 50% employer match about $307,775 at 4% or $205,183 at 6%; with 100% employer match about $230,831 at 4% or $153,888 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$2,874,963$110,799$18,467iApproximate average salary by contribution assumption: employee only about $461,663 at 4% or $307,775 at 6%; with 50% employer match about $307,775 at 4% or $205,183 at 6%; with 100% employer match about $230,831 at 4% or $153,888 at 6%.
201216$2,716,462$145,814$24,302iApproximate average salary by contribution assumption: employee only about $607,558 at 4% or $405,039 at 6%; with 50% employer match about $405,039 at 4% or $270,026 at 6%; with 100% employer match about $303,779 at 4% or $202,519 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$2,716,462$145,814$24,302iApproximate average salary by contribution assumption: employee only about $607,558 at 4% or $405,039 at 6%; with 50% employer match about $405,039 at 4% or $270,026 at 6%; with 100% employer match about $303,779 at 4% or $202,519 at 6%.
201116$2,475,902$113,070$18,845iApproximate average salary by contribution assumption: employee only about $471,125 at 4% or $314,083 at 6%; with 50% employer match about $314,083 at 4% or $209,389 at 6%; with 100% employer match about $235,563 at 4% or $157,042 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$2,475,902$113,070$18,845iApproximate average salary by contribution assumption: employee only about $471,125 at 4% or $314,083 at 6%; with 50% employer match about $314,083 at 4% or $209,389 at 6%; with 100% employer match about $235,563 at 4% or $157,042 at 6%.
201016$2,366,666$108,121$18,020iApproximate average salary by contribution assumption: employee only about $450,504 at 4% or $300,336 at 6%; with 50% employer match about $300,336 at 4% or $200,224 at 6%; with 100% employer match about $225,252 at 4% or $150,168 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$2,366,666$108,121$18,020iApproximate average salary by contribution assumption: employee only about $450,504 at 4% or $300,336 at 6%; with 50% employer match about $300,336 at 4% or $200,224 at 6%; with 100% employer match about $225,252 at 4% or $150,168 at 6%.
200917$1,985,266$99,064$14,152iApproximate average salary by contribution assumption: employee only about $353,800 at 4% or $235,867 at 6%; with 50% employer match about $235,867 at 4% or $157,244 at 6%; with 100% employer match about $176,900 at 4% or $117,933 at 6%.
Montgomery Professional Associates Inc 401K Plan-7$1,985,266$99,064$14,152iApproximate average salary by contribution assumption: employee only about $353,800 at 4% or $235,867 at 6%; with 50% employer match about $235,867 at 4% or $157,244 at 6%; with 100% employer match about $176,900 at 4% or $117,933 at 6%.
200817$1,734,631$112,747$16,107iApproximate average salary by contribution assumption: employee only about $402,668 at 4% or $268,445 at 6%; with 50% employer match about $268,445 at 4% or $178,963 at 6%; with 100% employer match about $201,334 at 4% or $134,223 at 6%.
Montgomery Professional Associates Inc 401K Plan-7$1,734,631$112,747$16,107iApproximate average salary by contribution assumption: employee only about $402,668 at 4% or $268,445 at 6%; with 50% employer match about $268,445 at 4% or $178,963 at 6%; with 100% employer match about $201,334 at 4% or $134,223 at 6%.
200715$0$0-
Montgomery Professional Associates Inc 401K Plan-5---
200616$1,929,290$126,984$21,164iApproximate average salary by contribution assumption: employee only about $529,100 at 4% or $352,733 at 6%; with 50% employer match about $352,733 at 4% or $235,156 at 6%; with 100% employer match about $264,550 at 4% or $176,367 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$1,929,290$126,984$21,164iApproximate average salary by contribution assumption: employee only about $529,100 at 4% or $352,733 at 6%; with 50% employer match about $352,733 at 4% or $235,156 at 6%; with 100% employer match about $264,550 at 4% or $176,367 at 6%.
200517$1,645,801$147,068$21,010iApproximate average salary by contribution assumption: employee only about $525,243 at 4% or $350,162 at 6%; with 50% employer match about $350,162 at 4% or $233,441 at 6%; with 100% employer match about $262,621 at 4% or $175,081 at 6%.
Montgomery Professional Associates Inc 401K Plan-7$1,645,801$147,068$21,010iApproximate average salary by contribution assumption: employee only about $525,243 at 4% or $350,162 at 6%; with 50% employer match about $350,162 at 4% or $233,441 at 6%; with 100% employer match about $262,621 at 4% or $175,081 at 6%.
200418$1,434,470$152,034$19,004iApproximate average salary by contribution assumption: employee only about $475,106 at 4% or $316,738 at 6%; with 50% employer match about $316,738 at 4% or $211,158 at 6%; with 100% employer match about $237,553 at 4% or $158,369 at 6%.
Montgomery Professional Associates Inc 401K Plan-8$1,434,470$152,034$19,004iApproximate average salary by contribution assumption: employee only about $475,106 at 4% or $316,738 at 6%; with 50% employer match about $316,738 at 4% or $211,158 at 6%; with 100% employer match about $237,553 at 4% or $158,369 at 6%.
200317$1,188,976$154,786$22,112iApproximate average salary by contribution assumption: employee only about $552,807 at 4% or $368,538 at 6%; with 50% employer match about $368,538 at 4% or $245,692 at 6%; with 100% employer match about $276,404 at 4% or $184,269 at 6%.
Montgomery Professional Associates Inc 401K Plan-7$1,188,976$154,786$22,112iApproximate average salary by contribution assumption: employee only about $552,807 at 4% or $368,538 at 6%; with 50% employer match about $368,538 at 4% or $245,692 at 6%; with 100% employer match about $276,404 at 4% or $184,269 at 6%.
200226$928,452$130,698$21,783iApproximate average salary by contribution assumption: employee only about $544,575 at 4% or $363,050 at 6%; with 50% employer match about $363,050 at 4% or $242,033 at 6%; with 100% employer match about $272,288 at 4% or $181,525 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$928,452$130,698$21,783iApproximate average salary by contribution assumption: employee only about $544,575 at 4% or $363,050 at 6%; with 50% employer match about $363,050 at 4% or $242,033 at 6%; with 100% employer match about $272,288 at 4% or $181,525 at 6%.
Montgomery Professional Associates Inc. Pension Plan-0---
200126$0$0-
Montgomery Professional Associates Inc. Pension Plan-6---
Montgomery Professional Associates Inc 401K Plan-6---
200026$147,523$49,439$8,240iApproximate average salary by contribution assumption: employee only about $205,996 at 4% or $137,331 at 6%; with 50% employer match about $137,331 at 4% or $91,554 at 6%; with 100% employer match about $102,998 at 4% or $68,665 at 6%.
Montgomery Professional Associates Inc. Pension Plan-6$147,523$49,439$8,240iApproximate average salary by contribution assumption: employee only about $205,996 at 4% or $137,331 at 6%; with 50% employer match about $137,331 at 4% or $91,554 at 6%; with 100% employer match about $102,998 at 4% or $68,665 at 6%.
Montgomery Professional Associates Inc 401K Plan-6---
199927$1,222,729$112,096$16,014iApproximate average salary by contribution assumption: employee only about $400,343 at 4% or $266,895 at 6%; with 50% employer match about $266,895 at 4% or $177,930 at 6%; with 100% employer match about $200,171 at 4% or $133,448 at 6%.
Montgomery Professional Associates Inc 401K Plan-6$1,104,305$60,135$10,023iApproximate average salary by contribution assumption: employee only about $250,563 at 4% or $167,042 at 6%; with 50% employer match about $167,042 at 4% or $111,361 at 6%; with 100% employer match about $125,281 at 4% or $83,521 at 6%.
Montgomery Professional Associates Inc. Pension Plan-7$118,424$51,961$7,423iApproximate average salary by contribution assumption: employee only about $185,575 at 4% or $123,717 at 6%; with 50% employer match about $123,717 at 4% or $82,478 at 6%; with 100% employer match about $92,788 at 4% or $61,858 at 6%.