Civic Intelligence

The Monticello Co Inc,

Plan context: The Monticello Co 401(K) Retirement Plan

EIN 35-1768496 • Monticello, IN • 9 filings • 1 plans

918 N. Main StMonticello, IN 47960
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$223,543

2025 Contributions

$28,328

Historical Graphs

Total Assets Over Time

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

$920,977$460,489$0201720212025YearValue
$223,543Latest year 2025

Participants Over Time

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

740201720212025YearValue
6Latest 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
202516$223,543$28,328$4,721iApproximate average salary by contribution assumption: employee only about $118,033 at 4% or $78,689 at 6%; with 50% employer match about $78,689 at 4% or $52,459 at 6%; with 100% employer match about $59,017 at 4% or $39,344 at 6%.
The Monticello Co 401(K) Retirement Plan-6$223,543$28,328$4,721iApproximate average salary by contribution assumption: employee only about $118,033 at 4% or $78,689 at 6%; with 50% employer match about $78,689 at 4% or $52,459 at 6%; with 100% employer match about $59,017 at 4% or $39,344 at 6%.
202417$894,481$44,010$6,287iApproximate average salary by contribution assumption: employee only about $157,179 at 4% or $104,786 at 6%; with 50% employer match about $104,786 at 4% or $69,857 at 6%; with 100% employer match about $78,589 at 4% or $52,393 at 6%.
The Monticello Co 401(K) Retirement Plan-7$894,481$44,010$6,287iApproximate average salary by contribution assumption: employee only about $157,179 at 4% or $104,786 at 6%; with 50% employer match about $104,786 at 4% or $69,857 at 6%; with 100% employer match about $78,589 at 4% or $52,393 at 6%.
202317$753,353$77,732$11,105iApproximate average salary by contribution assumption: employee only about $277,614 at 4% or $185,076 at 6%; with 50% employer match about $185,076 at 4% or $123,384 at 6%; with 100% employer match about $138,807 at 4% or $92,538 at 6%.
The Monticello Co 401(K) Retirement Plan-7$753,353$77,732$11,105iApproximate average salary by contribution assumption: employee only about $277,614 at 4% or $185,076 at 6%; with 50% employer match about $185,076 at 4% or $123,384 at 6%; with 100% employer match about $138,807 at 4% or $92,538 at 6%.
202215$881,614$122,617$24,523iApproximate average salary by contribution assumption: employee only about $613,085 at 4% or $408,723 at 6%; with 50% employer match about $408,723 at 4% or $272,482 at 6%; with 100% employer match about $306,543 at 4% or $204,362 at 6%.
The Monticello Co 401(K) Retirement Plan-5$881,614$122,617$24,523iApproximate average salary by contribution assumption: employee only about $613,085 at 4% or $408,723 at 6%; with 50% employer match about $408,723 at 4% or $272,482 at 6%; with 100% employer match about $306,543 at 4% or $204,362 at 6%.
202115$920,977$62,154$12,431iApproximate average salary by contribution assumption: employee only about $310,770 at 4% or $207,180 at 6%; with 50% employer match about $207,180 at 4% or $138,120 at 6%; with 100% employer match about $155,385 at 4% or $103,590 at 6%.
The Monticello Co 401(K) Retirement Plan-5$920,977$62,154$12,431iApproximate average salary by contribution assumption: employee only about $310,770 at 4% or $207,180 at 6%; with 50% employer match about $207,180 at 4% or $138,120 at 6%; with 100% employer match about $155,385 at 4% or $103,590 at 6%.
202014$728,345$62,097$15,524iApproximate average salary by contribution assumption: employee only about $388,106 at 4% or $258,738 at 6%; with 50% employer match about $258,738 at 4% or $172,492 at 6%; with 100% employer match about $194,053 at 4% or $129,369 at 6%.
The Monticello Co 401(K) Retirement Plan-4$728,345$62,097$15,524iApproximate average salary by contribution assumption: employee only about $388,106 at 4% or $258,738 at 6%; with 50% employer match about $258,738 at 4% or $172,492 at 6%; with 100% employer match about $194,053 at 4% or $129,369 at 6%.
201913$793,239$56,654$18,885iApproximate average salary by contribution assumption: employee only about $472,117 at 4% or $314,744 at 6%; with 50% employer match about $314,744 at 4% or $209,830 at 6%; with 100% employer match about $236,058 at 4% or $157,372 at 6%.
The Monticello Co 401(K) Retirement Plan-3$793,239$56,654$18,885iApproximate average salary by contribution assumption: employee only about $472,117 at 4% or $314,744 at 6%; with 50% employer match about $314,744 at 4% or $209,830 at 6%; with 100% employer match about $236,058 at 4% or $157,372 at 6%.
201813$591,849$408,462$136,154iApproximate average salary by contribution assumption: employee only about $3,403,850 at 4% or $2,269,233 at 6%; with 50% employer match about $2,269,233 at 4% or $1,512,822 at 6%; with 100% employer match about $1,701,925 at 4% or $1,134,617 at 6%.
The Monticello Co 401(K) Retirement Plan-3$591,849$408,462$136,154iApproximate average salary by contribution assumption: employee only about $3,403,850 at 4% or $2,269,233 at 6%; with 50% employer match about $2,269,233 at 4% or $1,512,822 at 6%; with 100% employer match about $1,701,925 at 4% or $1,134,617 at 6%.
201713$253,212$226,830$75,610iApproximate average salary by contribution assumption: employee only about $1,890,250 at 4% or $1,260,167 at 6%; with 50% employer match about $1,260,167 at 4% or $840,111 at 6%; with 100% employer match about $945,125 at 4% or $630,083 at 6%.
The Monticello Co 401(K) Retirement Plan-3$253,212$226,830$75,610iApproximate average salary by contribution assumption: employee only about $1,890,250 at 4% or $1,260,167 at 6%; with 50% employer match about $1,260,167 at 4% or $840,111 at 6%; with 100% employer match about $945,125 at 4% or $630,083 at 6%.