Civic Intelligence

Monterey Consultants Inc

Plan context: Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust

EIN 31-1471357 • Centerville, OH • 26 filings • 5 plans

5335 Far Hills Ave Ste 311Centerville, OH 45429-2317
Current Snapshot

Latest Year

2025

2025 Participants

84

2025 Assets

$4,084,564

2025 Contributions

$993,085

Historical Graphs

Total Assets Over Time

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

$4,084,564$2,042,282$0200020142025YearValue
$4,084,564Latest year 2025

Participants Over Time

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

84420200020132025YearValue
84Latest year 2025

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
2025184$4,084,564$993,085$11,822iApproximate average salary by contribution assumption: employee only about $295,561 at 4% or $197,041 at 6%; with 50% employer match about $197,041 at 4% or $131,360 at 6%; with 100% employer match about $147,781 at 4% or $98,520 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-84$4,084,564$993,085$11,822iApproximate average salary by contribution assumption: employee only about $295,561 at 4% or $197,041 at 6%; with 50% employer match about $197,041 at 4% or $131,360 at 6%; with 100% employer match about $147,781 at 4% or $98,520 at 6%.
2024178$2,853,486$639,035$8,193iApproximate average salary by contribution assumption: employee only about $204,819 at 4% or $136,546 at 6%; with 50% employer match about $136,546 at 4% or $91,031 at 6%; with 100% employer match about $102,409 at 4% or $68,273 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-78$2,853,486$639,035$8,193iApproximate average salary by contribution assumption: employee only about $204,819 at 4% or $136,546 at 6%; with 50% employer match about $136,546 at 4% or $91,031 at 6%; with 100% employer match about $102,409 at 4% or $68,273 at 6%.
2023170$3,183,067$592,091$8,458iApproximate average salary by contribution assumption: employee only about $211,461 at 4% or $140,974 at 6%; with 50% employer match about $140,974 at 4% or $93,983 at 6%; with 100% employer match about $105,731 at 4% or $70,487 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-70$3,183,067$592,091$8,458iApproximate average salary by contribution assumption: employee only about $211,461 at 4% or $140,974 at 6%; with 50% employer match about $140,974 at 4% or $93,983 at 6%; with 100% employer match about $105,731 at 4% or $70,487 at 6%.
2022164$2,378,504$525,804$8,216iApproximate average salary by contribution assumption: employee only about $205,392 at 4% or $136,928 at 6%; with 50% employer match about $136,928 at 4% or $91,285 at 6%; with 100% employer match about $102,696 at 4% or $68,464 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-64$2,378,504$525,804$8,216iApproximate average salary by contribution assumption: employee only about $205,392 at 4% or $136,928 at 6%; with 50% employer match about $136,928 at 4% or $91,285 at 6%; with 100% employer match about $102,696 at 4% or $68,464 at 6%.
2021165$2,552,291$313,683$4,826iApproximate average salary by contribution assumption: employee only about $120,647 at 4% or $80,432 at 6%; with 50% employer match about $80,432 at 4% or $53,621 at 6%; with 100% employer match about $60,324 at 4% or $40,216 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-65$2,552,291$313,683$4,826iApproximate average salary by contribution assumption: employee only about $120,647 at 4% or $80,432 at 6%; with 50% employer match about $80,432 at 4% or $53,621 at 6%; with 100% employer match about $60,324 at 4% or $40,216 at 6%.
2020156$2,006,867$249,914$4,463iApproximate average salary by contribution assumption: employee only about $111,569 at 4% or $74,379 at 6%; with 50% employer match about $74,379 at 4% or $49,586 at 6%; with 100% employer match about $55,784 at 4% or $37,190 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-56$2,006,867$249,914$4,463iApproximate average salary by contribution assumption: employee only about $111,569 at 4% or $74,379 at 6%; with 50% employer match about $74,379 at 4% or $49,586 at 6%; with 100% employer match about $55,784 at 4% or $37,190 at 6%.
2019156$2,014,692$410,931$7,338iApproximate average salary by contribution assumption: employee only about $183,451 at 4% or $122,301 at 6%; with 50% employer match about $122,301 at 4% or $81,534 at 6%; with 100% employer match about $91,726 at 4% or $61,150 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-56$2,014,692$410,931$7,338iApproximate average salary by contribution assumption: employee only about $183,451 at 4% or $122,301 at 6%; with 50% employer match about $122,301 at 4% or $81,534 at 6%; with 100% employer match about $91,726 at 4% or $61,150 at 6%.
2018151$1,365,638$242,943$4,764iApproximate average salary by contribution assumption: employee only about $119,090 at 4% or $79,393 at 6%; with 50% employer match about $79,393 at 4% or $52,929 at 6%; with 100% employer match about $59,545 at 4% or $39,697 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-51$1,365,638$242,943$4,764iApproximate average salary by contribution assumption: employee only about $119,090 at 4% or $79,393 at 6%; with 50% employer match about $79,393 at 4% or $52,929 at 6%; with 100% employer match about $59,545 at 4% or $39,697 at 6%.
2017130$1,268,891$188,639$6,288iApproximate average salary by contribution assumption: employee only about $157,199 at 4% or $104,799 at 6%; with 50% employer match about $104,799 at 4% or $69,866 at 6%; with 100% employer match about $78,600 at 4% or $52,400 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-30$1,268,891$188,639$6,288iApproximate average salary by contribution assumption: employee only about $157,199 at 4% or $104,799 at 6%; with 50% employer match about $104,799 at 4% or $69,866 at 6%; with 100% employer match about $78,600 at 4% or $52,400 at 6%.
2016129$1,001,567$212,652$7,333iApproximate average salary by contribution assumption: employee only about $183,321 at 4% or $122,214 at 6%; with 50% employer match about $122,214 at 4% or $81,476 at 6%; with 100% employer match about $91,660 at 4% or $61,107 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-29$1,001,567$212,652$7,333iApproximate average salary by contribution assumption: employee only about $183,321 at 4% or $122,214 at 6%; with 50% employer match about $122,214 at 4% or $81,476 at 6%; with 100% employer match about $91,660 at 4% or $61,107 at 6%.
2015127$951,606$240,561$8,910iApproximate average salary by contribution assumption: employee only about $222,742 at 4% or $148,494 at 6%; with 50% employer match about $148,494 at 4% or $98,996 at 6%; with 100% employer match about $111,371 at 4% or $74,247 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-27$951,606$240,561$8,910iApproximate average salary by contribution assumption: employee only about $222,742 at 4% or $148,494 at 6%; with 50% employer match about $148,494 at 4% or $98,996 at 6%; with 100% employer match about $111,371 at 4% or $74,247 at 6%.
2014142$1,319,193$324,179$7,719iApproximate average salary by contribution assumption: employee only about $192,964 at 4% or $128,642 at 6%; with 50% employer match about $128,642 at 4% or $85,762 at 6%; with 100% employer match about $96,482 at 4% or $64,321 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-42$1,319,193$324,179$7,719iApproximate average salary by contribution assumption: employee only about $192,964 at 4% or $128,642 at 6%; with 50% employer match about $128,642 at 4% or $85,762 at 6%; with 100% employer match about $96,482 at 4% or $64,321 at 6%.
2013123$1,345,122$156,377$6,799iApproximate average salary by contribution assumption: employee only about $169,975 at 4% or $113,317 at 6%; with 50% employer match about $113,317 at 4% or $75,544 at 6%; with 100% employer match about $84,988 at 4% or $56,658 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-23$1,345,122$156,377$6,799iApproximate average salary by contribution assumption: employee only about $169,975 at 4% or $113,317 at 6%; with 50% employer match about $113,317 at 4% or $75,544 at 6%; with 100% employer match about $84,988 at 4% or $56,658 at 6%.
2012114$1,094,785$117,182$8,370iApproximate average salary by contribution assumption: employee only about $209,254 at 4% or $139,502 at 6%; with 50% employer match about $139,502 at 4% or $93,002 at 6%; with 100% employer match about $104,627 at 4% or $69,751 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-14$1,094,785$117,182$8,370iApproximate average salary by contribution assumption: employee only about $209,254 at 4% or $139,502 at 6%; with 50% employer match about $139,502 at 4% or $93,002 at 6%; with 100% employer match about $104,627 at 4% or $69,751 at 6%.
2011111$1,007,920$132,387$12,035iApproximate average salary by contribution assumption: employee only about $300,880 at 4% or $200,586 at 6%; with 50% employer match about $200,586 at 4% or $133,724 at 6%; with 100% employer match about $150,440 at 4% or $100,293 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-11$1,007,920$132,387$12,035iApproximate average salary by contribution assumption: employee only about $300,880 at 4% or $200,586 at 6%; with 50% employer match about $200,586 at 4% or $133,724 at 6%; with 100% employer match about $150,440 at 4% or $100,293 at 6%.
2010112$961,572$124,665$10,389iApproximate average salary by contribution assumption: employee only about $259,719 at 4% or $173,146 at 6%; with 50% employer match about $173,146 at 4% or $115,431 at 6%; with 100% employer match about $129,859 at 4% or $86,573 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-12$961,572$124,665$10,389iApproximate average salary by contribution assumption: employee only about $259,719 at 4% or $173,146 at 6%; with 50% employer match about $173,146 at 4% or $115,431 at 6%; with 100% employer match about $129,859 at 4% or $86,573 at 6%.
2009111$801,053$142,678$12,971iApproximate average salary by contribution assumption: employee only about $324,268 at 4% or $216,179 at 6%; with 50% employer match about $216,179 at 4% or $144,119 at 6%; with 100% employer match about $162,134 at 4% or $108,089 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-11$801,053$142,678$12,971iApproximate average salary by contribution assumption: employee only about $324,268 at 4% or $216,179 at 6%; with 50% employer match about $216,179 at 4% or $144,119 at 6%; with 100% employer match about $162,134 at 4% or $108,089 at 6%.
2008111$582,013$121,932$11,085iApproximate average salary by contribution assumption: employee only about $277,118 at 4% or $184,745 at 6%; with 50% employer match about $184,745 at 4% or $123,164 at 6%; with 100% employer match about $138,559 at 4% or $92,373 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-11$582,013$121,932$11,085iApproximate average salary by contribution assumption: employee only about $277,118 at 4% or $184,745 at 6%; with 50% employer match about $184,745 at 4% or $123,164 at 6%; with 100% employer match about $138,559 at 4% or $92,373 at 6%.
2007113$0$0-
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-13---
2006119$843,986$146,339$7,702iApproximate average salary by contribution assumption: employee only about $192,551 at 4% or $128,368 at 6%; with 50% employer match about $128,368 at 4% or $85,578 at 6%; with 100% employer match about $96,276 at 4% or $64,184 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-19$843,986$146,339$7,702iApproximate average salary by contribution assumption: employee only about $192,551 at 4% or $128,368 at 6%; with 50% employer match about $128,368 at 4% or $85,578 at 6%; with 100% employer match about $96,276 at 4% or $64,184 at 6%.
2005119$679,345$140,545$7,397iApproximate average salary by contribution assumption: employee only about $184,928 at 4% or $123,285 at 6%; with 50% employer match about $123,285 at 4% or $82,190 at 6%; with 100% employer match about $92,464 at 4% or $61,643 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-19$679,345$140,545$7,397iApproximate average salary by contribution assumption: employee only about $184,928 at 4% or $123,285 at 6%; with 50% employer match about $123,285 at 4% or $82,190 at 6%; with 100% employer match about $92,464 at 4% or $61,643 at 6%.
2004116$589,088$137,169$8,573iApproximate average salary by contribution assumption: employee only about $214,327 at 4% or $142,884 at 6%; with 50% employer match about $142,884 at 4% or $95,256 at 6%; with 100% employer match about $107,163 at 4% or $71,442 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-16$589,088$137,169$8,573iApproximate average salary by contribution assumption: employee only about $214,327 at 4% or $142,884 at 6%; with 50% employer match about $142,884 at 4% or $95,256 at 6%; with 100% employer match about $107,163 at 4% or $71,442 at 6%.
2003116$422,114$129,384$8,087iApproximate average salary by contribution assumption: employee only about $202,163 at 4% or $134,775 at 6%; with 50% employer match about $134,775 at 4% or $89,850 at 6%; with 100% employer match about $101,081 at 4% or $67,388 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-16$422,114$129,384$8,087iApproximate average salary by contribution assumption: employee only about $202,163 at 4% or $134,775 at 6%; with 50% employer match about $134,775 at 4% or $89,850 at 6%; with 100% employer match about $101,081 at 4% or $67,388 at 6%.
2002114$234,037$147,387$10,528iApproximate average salary by contribution assumption: employee only about $263,191 at 4% or $175,461 at 6%; with 50% employer match about $175,461 at 4% or $116,974 at 6%; with 100% employer match about $131,596 at 4% or $87,730 at 6%.
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-14$234,037$147,387$10,528iApproximate average salary by contribution assumption: employee only about $263,191 at 4% or $175,461 at 6%; with 50% employer match about $175,461 at 4% or $116,974 at 6%; with 100% employer match about $131,596 at 4% or $87,730 at 6%.
2001112$0$0-
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-12---
2000112$85,791$0-
Monterey Consultants Inc 401(K) Profit Sharing Plan & Trust-12$85,791--