Civic Intelligence

Montross & Associates Inc.

Plan context: Montross & Associates Inc. 401K Retirement Plan

EIN 33-0794383 • 3 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$22,695

2003 Contributions

$22,695

Historical Graphs

Total Assets Over Time

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

$76,425$38,213$0199920002003YearValue
$22,695Latest year 2003

Participants Over Time

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

740199920002003YearValue
2Latest year 2003

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
200312$22,695$22,695$11,348iApproximate average salary by contribution assumption: employee only about $283,688 at 4% or $189,125 at 6%; with 50% employer match about $189,125 at 4% or $126,083 at 6%; with 100% employer match about $141,844 at 4% or $94,563 at 6%.
Montross & Associates Inc. 401K Retirement Plan-2$22,695$22,695$11,348iApproximate average salary by contribution assumption: employee only about $283,688 at 4% or $189,125 at 6%; with 50% employer match about $189,125 at 4% or $126,083 at 6%; with 100% employer match about $141,844 at 4% or $94,563 at 6%.
200017$76,425$42,147$6,021iApproximate average salary by contribution assumption: employee only about $150,525 at 4% or $100,350 at 6%; with 50% employer match about $100,350 at 4% or $66,900 at 6%; with 100% employer match about $75,263 at 4% or $50,175 at 6%.
Montross & Associates Inc. 401K Retirement Plan-7$76,425$42,147$6,021iApproximate average salary by contribution assumption: employee only about $150,525 at 4% or $100,350 at 6%; with 50% employer match about $100,350 at 4% or $66,900 at 6%; with 100% employer match about $75,263 at 4% or $50,175 at 6%.
199913$34,279$21,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Montross & Associates Inc. 401K Retirement Plan-3$34,279$21,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.