Civic Intelligence

Monterey Financial Services Inc.

Plan context: Monterey Financial Services Inc. Profit Sharing Plan

EIN 33-0369207 • Oceanside, CA • 56 filings • 8 plans

4095 Avenida DE LA PlataOceanside, CA 92056
Current Snapshot

Latest Year

2024

2024 Participants

99

2024 Assets

$50,850,679

2024 Contributions

$1,106,063

Historical Graphs

Total Assets Over Time

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

$50,850,679$25,425,340$0199920122024YearValue
$50,850,679Latest year 2024

Participants Over Time

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

122610199920122024YearValue
99Latest 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
2024299$50,850,679$1,106,063$11,172iApproximate average salary by contribution assumption: employee only about $279,309 at 4% or $186,206 at 6%; with 50% employer match about $186,206 at 4% or $124,137 at 6%; with 100% employer match about $139,654 at 4% or $93,103 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-85$38,486,139$500,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
Monterey Financial Services Inc. 401K Plan-99$12,364,540$606,063$6,122iApproximate average salary by contribution assumption: employee only about $153,046 at 4% or $102,031 at 6%; with 50% employer match about $102,031 at 4% or $68,021 at 6%; with 100% employer match about $76,523 at 4% or $51,015 at 6%.
2023290$46,110,792$1,093,860$12,154iApproximate average salary by contribution assumption: employee only about $303,850 at 4% or $202,567 at 6%; with 50% employer match about $202,567 at 4% or $135,044 at 6%; with 100% employer match about $151,925 at 4% or $101,283 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-87$35,700,104$500,000$5,747iApproximate average salary by contribution assumption: employee only about $143,678 at 4% or $95,785 at 6%; with 50% employer match about $95,785 at 4% or $63,857 at 6%; with 100% employer match about $71,839 at 4% or $47,893 at 6%.
Monterey Financial Services Inc. 401K Plan-90$10,410,688$593,860$6,598iApproximate average salary by contribution assumption: employee only about $164,961 at 4% or $109,974 at 6%; with 50% employer match about $109,974 at 4% or $73,316 at 6%; with 100% employer match about $82,481 at 4% or $54,987 at 6%.
2022285$38,115,485$1,106,276$13,015iApproximate average salary by contribution assumption: employee only about $325,375 at 4% or $216,917 at 6%; with 50% employer match about $216,917 at 4% or $144,611 at 6%; with 100% employer match about $162,688 at 4% or $108,458 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-85$29,825,089$500,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
Monterey Financial Services Inc. 401K Plan-84$8,290,396$606,276$7,218iApproximate average salary by contribution assumption: employee only about $180,439 at 4% or $120,293 at 6%; with 50% employer match about $120,293 at 4% or $80,195 at 6%; with 100% employer match about $90,220 at 4% or $60,146 at 6%.
2021287$42,342,548$1,106,764$12,721iApproximate average salary by contribution assumption: employee only about $318,036 at 4% or $212,024 at 6%; with 50% employer match about $212,024 at 4% or $141,349 at 6%; with 100% employer match about $159,018 at 4% or $106,012 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-72$32,563,188$485,436$6,742iApproximate average salary by contribution assumption: employee only about $168,554 at 4% or $112,369 at 6%; with 50% employer match about $112,369 at 4% or $74,913 at 6%; with 100% employer match about $84,277 at 4% or $56,185 at 6%.
Monterey Financial Services Inc. 401K Plan-87$9,779,360$621,328$7,142iApproximate average salary by contribution assumption: employee only about $178,543 at 4% or $119,028 at 6%; with 50% employer match about $119,028 at 4% or $79,352 at 6%; with 100% employer match about $89,271 at 4% or $59,514 at 6%.
2020297$37,607,097$1,119,255$11,539iApproximate average salary by contribution assumption: employee only about $288,468 at 4% or $192,312 at 6%; with 50% employer match about $192,312 at 4% or $128,208 at 6%; with 100% employer match about $144,234 at 4% or $96,156 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-78$29,112,351$496,723$6,368iApproximate average salary by contribution assumption: employee only about $159,206 at 4% or $106,137 at 6%; with 50% employer match about $106,137 at 4% or $70,758 at 6%; with 100% employer match about $79,603 at 4% or $53,069 at 6%.
Monterey Financial Services Inc. 401K Plan-97$8,494,746$622,532$6,418iApproximate average salary by contribution assumption: employee only about $160,446 at 4% or $106,964 at 6%; with 50% employer match about $106,964 at 4% or $71,310 at 6%; with 100% employer match about $80,223 at 4% or $53,482 at 6%.
2019292$30,663,005$995,693$10,823iApproximate average salary by contribution assumption: employee only about $270,569 at 4% or $180,379 at 6%; with 50% employer match about $180,379 at 4% or $120,253 at 6%; with 100% employer match about $135,284 at 4% or $90,190 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-71$23,928,811$500,000$7,042iApproximate average salary by contribution assumption: employee only about $176,056 at 4% or $117,371 at 6%; with 50% employer match about $117,371 at 4% or $78,247 at 6%; with 100% employer match about $88,028 at 4% or $58,685 at 6%.
Monterey Financial Services Inc. 401K Plan-92$6,734,194$495,693$5,388iApproximate average salary by contribution assumption: employee only about $134,699 at 4% or $89,799 at 6%; with 50% employer match about $89,799 at 4% or $59,866 at 6%; with 100% employer match about $67,350 at 4% or $44,900 at 6%.
20182122$24,593,311$821,859$6,737iApproximate average salary by contribution assumption: employee only about $168,414 at 4% or $112,276 at 6%; with 50% employer match about $112,276 at 4% or $74,851 at 6%; with 100% employer match about $84,207 at 4% or $56,138 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-69$19,134,867$352,806$5,113iApproximate average salary by contribution assumption: employee only about $127,828 at 4% or $85,219 at 6%; with 50% employer match about $85,219 at 4% or $56,813 at 6%; with 100% employer match about $63,914 at 4% or $42,609 at 6%.
Monterey Financial Services Inc. 401K Plan-122$5,458,444$469,053$3,845iApproximate average salary by contribution assumption: employee only about $96,117 at 4% or $64,078 at 6%; with 50% employer match about $64,078 at 4% or $42,719 at 6%; with 100% employer match about $48,059 at 4% or $32,039 at 6%.
2017282$25,070,058$842,780$10,278iApproximate average salary by contribution assumption: employee only about $256,945 at 4% or $171,297 at 6%; with 50% employer match about $171,297 at 4% or $114,198 at 6%; with 100% employer match about $128,473 at 4% or $85,648 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-64$18,975,453$383,248$5,988iApproximate average salary by contribution assumption: employee only about $149,706 at 4% or $99,804 at 6%; with 50% employer match about $99,804 at 4% or $66,536 at 6%; with 100% employer match about $74,853 at 4% or $49,902 at 6%.
Monterey Financial Services Inc. 401K Plan-82$6,094,605$459,532$5,604iApproximate average salary by contribution assumption: employee only about $140,101 at 4% or $93,401 at 6%; with 50% employer match about $93,401 at 4% or $62,267 at 6%; with 100% employer match about $70,051 at 4% or $46,700 at 6%.
2016282$22,770,341$755,021$9,208iApproximate average salary by contribution assumption: employee only about $230,189 at 4% or $153,460 at 6%; with 50% employer match about $153,460 at 4% or $102,306 at 6%; with 100% employer match about $115,095 at 4% or $76,730 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-68$17,870,267$345,036$5,074iApproximate average salary by contribution assumption: employee only about $126,851 at 4% or $84,568 at 6%; with 50% employer match about $84,568 at 4% or $56,378 at 6%; with 100% employer match about $63,426 at 4% or $42,284 at 6%.
Monterey Financial Services Inc. 401K Plan-82$4,900,074$409,985$5,000iApproximate average salary by contribution assumption: employee only about $124,995 at 4% or $83,330 at 6%; with 50% employer match about $83,330 at 4% or $55,554 at 6%; with 100% employer match about $62,498 at 4% or $41,665 at 6%.
2015285$22,092,323$929,766$10,938iApproximate average salary by contribution assumption: employee only about $273,461 at 4% or $182,307 at 6%; with 50% employer match about $182,307 at 4% or $121,538 at 6%; with 100% employer match about $136,730 at 4% or $91,154 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-65$17,549,356$576,140$8,864iApproximate average salary by contribution assumption: employee only about $221,592 at 4% or $147,728 at 6%; with 50% employer match about $147,728 at 4% or $98,485 at 6%; with 100% employer match about $110,796 at 4% or $73,864 at 6%.
Monterey Financial Services Inc. 401K Plan-85$4,542,967$353,626$4,160iApproximate average salary by contribution assumption: employee only about $104,008 at 4% or $69,338 at 6%; with 50% employer match about $69,338 at 4% or $46,226 at 6%; with 100% employer match about $52,004 at 4% or $34,669 at 6%.
2014282$19,207,130$842,194$10,271iApproximate average salary by contribution assumption: employee only about $256,766 at 4% or $171,178 at 6%; with 50% employer match about $171,178 at 4% or $114,118 at 6%; with 100% employer match about $128,383 at 4% or $85,589 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-71$14,472,463$487,697$6,869iApproximate average salary by contribution assumption: employee only about $171,724 at 4% or $114,483 at 6%; with 50% employer match about $114,483 at 4% or $76,322 at 6%; with 100% employer match about $85,862 at 4% or $57,241 at 6%.
Monterey Financial Services Inc. 401K Plan-82$4,734,667$354,497$4,323iApproximate average salary by contribution assumption: employee only about $108,078 at 4% or $72,052 at 6%; with 50% employer match about $72,052 at 4% or $48,035 at 6%; with 100% employer match about $54,039 at 4% or $36,026 at 6%.
2013275$15,236,101$569,762$7,597iApproximate average salary by contribution assumption: employee only about $189,921 at 4% or $126,614 at 6%; with 50% employer match about $126,614 at 4% or $84,409 at 6%; with 100% employer match about $94,960 at 4% or $63,307 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-61$11,003,496$250,000$4,098iApproximate average salary by contribution assumption: employee only about $102,459 at 4% or $68,306 at 6%; with 50% employer match about $68,306 at 4% or $45,537 at 6%; with 100% employer match about $51,230 at 4% or $34,153 at 6%.
Monterey Financial Services Inc. 401K Plan-75$4,232,605$319,762$4,263iApproximate average salary by contribution assumption: employee only about $106,587 at 4% or $71,058 at 6%; with 50% employer match about $71,058 at 4% or $47,372 at 6%; with 100% employer match about $53,294 at 4% or $35,529 at 6%.
2012279$11,803,964$467,602$5,919iApproximate average salary by contribution assumption: employee only about $147,975 at 4% or $98,650 at 6%; with 50% employer match about $98,650 at 4% or $65,767 at 6%; with 100% employer match about $73,988 at 4% or $49,325 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-62$8,495,306$180,000$2,903iApproximate average salary by contribution assumption: employee only about $72,581 at 4% or $48,387 at 6%; with 50% employer match about $48,387 at 4% or $32,258 at 6%; with 100% employer match about $36,290 at 4% or $24,194 at 6%.
Monterey Financial Services Inc. 401K Plan-79$3,308,658$287,602$3,641iApproximate average salary by contribution assumption: employee only about $91,013 at 4% or $60,676 at 6%; with 50% employer match about $60,676 at 4% or $40,450 at 6%; with 100% employer match about $45,507 at 4% or $30,338 at 6%.
2011277$9,428,465$370,165$4,807iApproximate average salary by contribution assumption: employee only about $120,183 at 4% or $80,122 at 6%; with 50% employer match about $80,122 at 4% or $53,415 at 6%; with 100% employer match about $60,092 at 4% or $40,061 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-63$6,791,061$120,000$1,905iApproximate average salary by contribution assumption: employee only about $47,619 at 4% or $31,746 at 6%; with 50% employer match about $31,746 at 4% or $21,164 at 6%; with 100% employer match about $23,810 at 4% or $15,873 at 6%.
Monterey Financial Services Inc. 401K Plan-77$2,637,404$250,165$3,249iApproximate average salary by contribution assumption: employee only about $81,222 at 4% or $54,148 at 6%; with 50% employer match about $54,148 at 4% or $36,099 at 6%; with 100% employer match about $40,611 at 4% or $27,074 at 6%.
2010277$8,722,786$366,497$4,760iApproximate average salary by contribution assumption: employee only about $118,993 at 4% or $79,328 at 6%; with 50% employer match about $79,328 at 4% or $52,886 at 6%; with 100% employer match about $59,496 at 4% or $39,664 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-77$6,038,229$102,294$1,328iApproximate average salary by contribution assumption: employee only about $33,212 at 4% or $22,142 at 6%; with 50% employer match about $22,142 at 4% or $14,761 at 6%; with 100% employer match about $16,606 at 4% or $11,071 at 6%.
Monterey Financial Services Inc. 401K Plan-77$2,684,557$264,203$3,431iApproximate average salary by contribution assumption: employee only about $85,780 at 4% or $57,187 at 6%; with 50% employer match about $57,187 at 4% or $38,125 at 6%; with 100% employer match about $42,890 at 4% or $28,593 at 6%.
2009281$6,533,949$332,486$4,105iApproximate average salary by contribution assumption: employee only about $102,619 at 4% or $68,413 at 6%; with 50% employer match about $68,413 at 4% or $45,609 at 6%; with 100% employer match about $51,310 at 4% or $34,206 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-60$4,448,299$104,499$1,742iApproximate average salary by contribution assumption: employee only about $43,541 at 4% or $29,028 at 6%; with 50% employer match about $29,028 at 4% or $19,352 at 6%; with 100% employer match about $21,771 at 4% or $14,514 at 6%.
Monterey Financial Services Inc. 401K Plan-81$2,085,650$227,987$2,815iApproximate average salary by contribution assumption: employee only about $70,366 at 4% or $46,911 at 6%; with 50% employer match about $46,911 at 4% or $31,274 at 6%; with 100% employer match about $35,183 at 4% or $23,455 at 6%.
2008285$4,612,944$301,429$3,546iApproximate average salary by contribution assumption: employee only about $88,656 at 4% or $59,104 at 6%; with 50% employer match about $59,104 at 4% or $39,402 at 6%; with 100% employer match about $44,328 at 4% or $29,552 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-81$3,275,662$111,000$1,370iApproximate average salary by contribution assumption: employee only about $34,259 at 4% or $22,840 at 6%; with 50% employer match about $22,840 at 4% or $15,226 at 6%; with 100% employer match about $17,130 at 4% or $11,420 at 6%.
Monterey Financial Services Inc. 401K Plan-85$1,337,282$190,429$2,240iApproximate average salary by contribution assumption: employee only about $56,009 at 4% or $37,339 at 6%; with 50% employer match about $37,339 at 4% or $24,893 at 6%; with 100% employer match about $28,004 at 4% or $18,670 at 6%.
2007280$5,020,209$265,119$3,314iApproximate average salary by contribution assumption: employee only about $82,850 at 4% or $55,233 at 6%; with 50% employer match about $55,233 at 4% or $36,822 at 6%; with 100% employer match about $41,425 at 4% or $27,617 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-80$3,056,037$90,000$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
Monterey Financial Services Inc. 401K Plan-79$1,964,172$175,119$2,217iApproximate average salary by contribution assumption: employee only about $55,417 at 4% or $36,945 at 6%; with 50% employer match about $36,945 at 4% or $24,630 at 6%; with 100% employer match about $27,709 at 4% or $18,472 at 6%.
2006278$6,222,172$284,371$3,646iApproximate average salary by contribution assumption: employee only about $91,145 at 4% or $60,763 at 6%; with 50% employer match about $60,763 at 4% or $40,509 at 6%; with 100% employer match about $45,572 at 4% or $30,382 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-78$4,529,641$90,000$1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%.
Monterey Financial Services Inc. 401K Plan-77$1,692,531$194,371$2,524iApproximate average salary by contribution assumption: employee only about $63,107 at 4% or $42,072 at 6%; with 50% employer match about $42,072 at 4% or $28,048 at 6%; with 100% employer match about $31,554 at 4% or $21,036 at 6%.
2005276$5,451,476$280,201$3,687iApproximate average salary by contribution assumption: employee only about $92,171 at 4% or $61,448 at 6%; with 50% employer match about $61,448 at 4% or $40,965 at 6%; with 100% employer match about $46,086 at 4% or $30,724 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-76$3,966,756$90,000$1,184iApproximate average salary by contribution assumption: employee only about $29,605 at 4% or $19,737 at 6%; with 50% employer match about $19,737 at 4% or $13,158 at 6%; with 100% employer match about $14,803 at 4% or $9,868 at 6%.
Monterey Financial Services Inc. 401K Plan-75$1,484,720$190,201$2,536iApproximate average salary by contribution assumption: employee only about $63,400 at 4% or $42,267 at 6%; with 50% employer match about $42,267 at 4% or $28,178 at 6%; with 100% employer match about $31,700 at 4% or $21,133 at 6%.
2004396$4,795,153$248,326$2,587iApproximate average salary by contribution assumption: employee only about $64,668 at 4% or $43,112 at 6%; with 50% employer match about $43,112 at 4% or $28,741 at 6%; with 100% employer match about $32,334 at 4% or $21,556 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-88$3,591,984$94,775$1,077iApproximate average salary by contribution assumption: employee only about $26,925 at 4% or $17,950 at 6%; with 50% employer match about $17,950 at 4% or $11,967 at 6%; with 100% employer match about $13,462 at 4% or $8,975 at 6%.
Monterey Financial Services Inc. 401K Plan-87$1,203,169$153,551$1,765iApproximate average salary by contribution assumption: employee only about $44,124 at 4% or $29,416 at 6%; with 50% employer match about $29,416 at 4% or $19,611 at 6%; with 100% employer match about $22,062 at 4% or $14,708 at 6%.
MONTEREY FINANCIAL SERVICES INC FLEXIBLE BENEFIT PLAN-96---
20033103$3,977,053$265,377$2,576iApproximate average salary by contribution assumption: employee only about $64,412 at 4% or $42,941 at 6%; with 50% employer match about $42,941 at 4% or $28,628 at 6%; with 100% employer match about $32,206 at 4% or $21,471 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-80$3,016,703$88,837$1,110iApproximate average salary by contribution assumption: employee only about $27,762 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,338 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%.
Monterey Financial Services Inc. 401K Plan-80$960,350$176,540$2,207iApproximate average salary by contribution assumption: employee only about $55,169 at 4% or $36,779 at 6%; with 50% employer match about $36,779 at 4% or $24,519 at 6%; with 100% employer match about $27,584 at 4% or $18,390 at 6%.
MONTEREY FINANCIAL SERVICES INC FLEXIBLE BENEFIT PLAN-103---
20023121$3,550,794$270,349$2,234iApproximate average salary by contribution assumption: employee only about $55,857 at 4% or $37,238 at 6%; with 50% employer match about $37,238 at 4% or $24,825 at 6%; with 100% employer match about $27,929 at 4% or $18,619 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-84$2,907,785$91,162$1,085iApproximate average salary by contribution assumption: employee only about $27,132 at 4% or $18,088 at 6%; with 50% employer match about $18,088 at 4% or $12,058 at 6%; with 100% employer match about $13,566 at 4% or $9,044 at 6%.
Monterey Financial Services Inc. 401K Plan-83$643,009$179,187$2,159iApproximate average salary by contribution assumption: employee only about $53,972 at 4% or $35,981 at 6%; with 50% employer match about $35,981 at 4% or $23,988 at 6%; with 100% employer match about $26,986 at 4% or $17,991 at 6%.
MONTEREY FINANCIAL SERVICES INC FLEXIBLE BENEFIT PLAN-121---
20013122$2,744,028$300,400$2,462iApproximate average salary by contribution assumption: employee only about $61,557 at 4% or $41,038 at 6%; with 50% employer match about $41,038 at 4% or $27,359 at 6%; with 100% employer match about $30,779 at 4% or $20,519 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-47$2,092,925$70,000$1,489iApproximate average salary by contribution assumption: employee only about $37,234 at 4% or $24,823 at 6%; with 50% employer match about $24,823 at 4% or $16,548 at 6%; with 100% employer match about $18,617 at 4% or $12,411 at 6%.
Monterey Financial Services Inc. 401K Plan-72$651,103$230,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
MONTEREY FINANCIAL SERVICES INC FLEXIBLE BENEFIT PLAN-122---
2000266$2,043,141$248,872$3,771iApproximate average salary by contribution assumption: employee only about $94,270 at 4% or $62,846 at 6%; with 50% employer match about $62,846 at 4% or $41,898 at 6%; with 100% employer match about $47,135 at 4% or $31,423 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-36$1,399,854$72,544$2,015iApproximate average salary by contribution assumption: employee only about $50,378 at 4% or $33,585 at 6%; with 50% employer match about $33,585 at 4% or $22,390 at 6%; with 100% employer match about $25,189 at 4% or $16,793 at 6%.
Monterey Financial Services Inc. 401K Plan-66$643,287$176,328$2,672iApproximate average salary by contribution assumption: employee only about $66,791 at 4% or $44,527 at 6%; with 50% employer match about $44,527 at 4% or $29,685 at 6%; with 100% employer match about $33,395 at 4% or $22,264 at 6%.
1999262$1,576,254$197,896$3,192iApproximate average salary by contribution assumption: employee only about $79,797 at 4% or $53,198 at 6%; with 50% employer match about $53,198 at 4% or $35,465 at 6%; with 100% employer match about $39,898 at 4% or $26,599 at 6%.
Monterey Financial Services Inc. Profit Sharing Plan-34$994,191$65,000$1,912iApproximate average salary by contribution assumption: employee only about $47,794 at 4% or $31,863 at 6%; with 50% employer match about $31,863 at 4% or $21,242 at 6%; with 100% employer match about $23,897 at 4% or $15,931 at 6%.
Monterey Financial Services Inc. 401K Plan-62$582,063$132,896$2,143iApproximate average salary by contribution assumption: employee only about $53,587 at 4% or $35,725 at 6%; with 50% employer match about $35,725 at 4% or $23,816 at 6%; with 100% employer match about $26,794 at 4% or $17,862 at 6%.