Montgomery Place
Plan context: Montgomery Place Employee Retirement Plan
EIN 36-3582046 • Chicago, IL • 21 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$1,474,144
2024 Contributions
$213,205
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 49 | $1,474,144 | $213,205 | $4,351iApproximate average salary by contribution assumption: employee only about $108,778 at 4% or $72,519 at 6%; with 50% employer match about $72,519 at 4% or $48,346 at 6%; with 100% employer match about $54,389 at 4% or $36,259 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 49 | $1,474,144 | $213,205 | $4,351iApproximate average salary by contribution assumption: employee only about $108,778 at 4% or $72,519 at 6%; with 50% employer match about $72,519 at 4% or $48,346 at 6%; with 100% employer match about $54,389 at 4% or $36,259 at 6%. |
| 2023 | 1 | 57 | $1,454,191 | $183,788 | $3,224iApproximate average salary by contribution assumption: employee only about $80,609 at 4% or $53,739 at 6%; with 50% employer match about $53,739 at 4% or $35,826 at 6%; with 100% employer match about $40,304 at 4% or $26,870 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 57 | $1,454,191 | $183,788 | $3,224iApproximate average salary by contribution assumption: employee only about $80,609 at 4% or $53,739 at 6%; with 50% employer match about $53,739 at 4% or $35,826 at 6%; with 100% employer match about $40,304 at 4% or $26,870 at 6%. |
| 2022 | 1 | 193 | $1,189,493 | $251,413 | $1,303iApproximate average salary by contribution assumption: employee only about $32,566 at 4% or $21,711 at 6%; with 50% employer match about $21,711 at 4% or $14,474 at 6%; with 100% employer match about $16,283 at 4% or $10,855 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 193 | $1,189,493 | $251,413 | $1,303iApproximate average salary by contribution assumption: employee only about $32,566 at 4% or $21,711 at 6%; with 50% employer match about $21,711 at 4% or $14,474 at 6%; with 100% employer match about $16,283 at 4% or $10,855 at 6%. |
| 2021 | 1 | 223 | $1,239,037 | $231,819 | $1,040iApproximate average salary by contribution assumption: employee only about $25,989 at 4% or $17,326 at 6%; with 50% employer match about $17,326 at 4% or $11,551 at 6%; with 100% employer match about $12,994 at 4% or $8,663 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 223 | $1,239,037 | $231,819 | $1,040iApproximate average salary by contribution assumption: employee only about $25,989 at 4% or $17,326 at 6%; with 50% employer match about $17,326 at 4% or $11,551 at 6%; with 100% employer match about $12,994 at 4% or $8,663 at 6%. |
| 2020 | 1 | 207 | $926,013 | $187,261 | $905iApproximate average salary by contribution assumption: employee only about $22,616 at 4% or $15,077 at 6%; with 50% employer match about $15,077 at 4% or $10,052 at 6%; with 100% employer match about $11,308 at 4% or $7,539 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 207 | $926,013 | $187,261 | $905iApproximate average salary by contribution assumption: employee only about $22,616 at 4% or $15,077 at 6%; with 50% employer match about $15,077 at 4% or $10,052 at 6%; with 100% employer match about $11,308 at 4% or $7,539 at 6%. |
| 2019 | 1 | 255 | $829,722 | $170,676 | $669iApproximate average salary by contribution assumption: employee only about $16,733 at 4% or $11,155 at 6%; with 50% employer match about $11,155 at 4% or $7,437 at 6%; with 100% employer match about $8,366 at 4% or $5,578 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 255 | $829,722 | $170,676 | $669iApproximate average salary by contribution assumption: employee only about $16,733 at 4% or $11,155 at 6%; with 50% employer match about $11,155 at 4% or $7,437 at 6%; with 100% employer match about $8,366 at 4% or $5,578 at 6%. |
| 2018 | 1 | 245 | $613,926 | $47,925 | $196iApproximate average salary by contribution assumption: employee only about $4,890 at 4% or $3,260 at 6%; with 50% employer match about $3,260 at 4% or $2,173 at 6%; with 100% employer match about $2,445 at 4% or $1,630 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 245 | $613,926 | $47,925 | $196iApproximate average salary by contribution assumption: employee only about $4,890 at 4% or $3,260 at 6%; with 50% employer match about $3,260 at 4% or $2,173 at 6%; with 100% employer match about $2,445 at 4% or $1,630 at 6%. |
| 2017 | 1 | 271 | $629,711 | $73,440 | $271iApproximate average salary by contribution assumption: employee only about $6,775 at 4% or $4,517 at 6%; with 50% employer match about $4,517 at 4% or $3,011 at 6%; with 100% employer match about $3,387 at 4% or $2,258 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 271 | $629,711 | $73,440 | $271iApproximate average salary by contribution assumption: employee only about $6,775 at 4% or $4,517 at 6%; with 50% employer match about $4,517 at 4% or $3,011 at 6%; with 100% employer match about $3,387 at 4% or $2,258 at 6%. |
| 2016 | 1 | 302 | $701,535 | $63,907 | $212iApproximate average salary by contribution assumption: employee only about $5,290 at 4% or $3,527 at 6%; with 50% employer match about $3,527 at 4% or $2,351 at 6%; with 100% employer match about $2,645 at 4% or $1,763 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 302 | $701,535 | $63,907 | $212iApproximate average salary by contribution assumption: employee only about $5,290 at 4% or $3,527 at 6%; with 50% employer match about $3,527 at 4% or $2,351 at 6%; with 100% employer match about $2,645 at 4% or $1,763 at 6%. |
| 2015 | 1 | 344 | $625,164 | $74,467 | $216iApproximate average salary by contribution assumption: employee only about $5,412 at 4% or $3,608 at 6%; with 50% employer match about $3,608 at 4% or $2,405 at 6%; with 100% employer match about $2,706 at 4% or $1,804 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 344 | $625,164 | $74,467 | $216iApproximate average salary by contribution assumption: employee only about $5,412 at 4% or $3,608 at 6%; with 50% employer match about $3,608 at 4% or $2,405 at 6%; with 100% employer match about $2,706 at 4% or $1,804 at 6%. |
| 2014 | 1 | 266 | $615,173 | $80,514 | $303iApproximate average salary by contribution assumption: employee only about $7,567 at 4% or $5,045 at 6%; with 50% employer match about $5,045 at 4% or $3,363 at 6%; with 100% employer match about $3,784 at 4% or $2,522 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 266 | $615,173 | $80,514 | $303iApproximate average salary by contribution assumption: employee only about $7,567 at 4% or $5,045 at 6%; with 50% employer match about $5,045 at 4% or $3,363 at 6%; with 100% employer match about $3,784 at 4% or $2,522 at 6%. |
| 2013 | 1 | 305 | $546,000 | $59,108 | $194iApproximate average salary by contribution assumption: employee only about $4,845 at 4% or $3,230 at 6%; with 50% employer match about $3,230 at 4% or $2,153 at 6%; with 100% employer match about $2,422 at 4% or $1,615 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 305 | $546,000 | $59,108 | $194iApproximate average salary by contribution assumption: employee only about $4,845 at 4% or $3,230 at 6%; with 50% employer match about $3,230 at 4% or $2,153 at 6%; with 100% employer match about $2,422 at 4% or $1,615 at 6%. |
| 2012 | 1 | 278 | $423,224 | $77,211 | $278iApproximate average salary by contribution assumption: employee only about $6,943 at 4% or $4,629 at 6%; with 50% employer match about $4,629 at 4% or $3,086 at 6%; with 100% employer match about $3,472 at 4% or $2,314 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 278 | $423,224 | $77,211 | $278iApproximate average salary by contribution assumption: employee only about $6,943 at 4% or $4,629 at 6%; with 50% employer match about $4,629 at 4% or $3,086 at 6%; with 100% employer match about $3,472 at 4% or $2,314 at 6%. |
| 2011 | 1 | 322 | $355,167 | $59,085 | $183iApproximate average salary by contribution assumption: employee only about $4,587 at 4% or $3,058 at 6%; with 50% employer match about $3,058 at 4% or $2,039 at 6%; with 100% employer match about $2,294 at 4% or $1,529 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 322 | $355,167 | $59,085 | $183iApproximate average salary by contribution assumption: employee only about $4,587 at 4% or $3,058 at 6%; with 50% employer match about $3,058 at 4% or $2,039 at 6%; with 100% employer match about $2,294 at 4% or $1,529 at 6%. |
| 2010 | 1 | 222 | $311,500 | $88,729 | $400iApproximate average salary by contribution assumption: employee only about $9,992 at 4% or $6,661 at 6%; with 50% employer match about $6,661 at 4% or $4,441 at 6%; with 100% employer match about $4,996 at 4% or $3,331 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 222 | $311,500 | $88,729 | $400iApproximate average salary by contribution assumption: employee only about $9,992 at 4% or $6,661 at 6%; with 50% employer match about $6,661 at 4% or $4,441 at 6%; with 100% employer match about $4,996 at 4% or $3,331 at 6%. |
| 2009 | 1 | 228 | $264,488 | $60,359 | $265iApproximate average salary by contribution assumption: employee only about $6,618 at 4% or $4,412 at 6%; with 50% employer match about $4,412 at 4% or $2,941 at 6%; with 100% employer match about $3,309 at 4% or $2,206 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 228 | $264,488 | $60,359 | $265iApproximate average salary by contribution assumption: employee only about $6,618 at 4% or $4,412 at 6%; with 50% employer match about $4,412 at 4% or $2,941 at 6%; with 100% employer match about $3,309 at 4% or $2,206 at 6%. |
| 2007 | 1 | 389 | $332,165 | $93,500 | $240iApproximate average salary by contribution assumption: employee only about $6,009 at 4% or $4,006 at 6%; with 50% employer match about $4,006 at 4% or $2,671 at 6%; with 100% employer match about $3,004 at 4% or $2,003 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 389 | $332,165 | $93,500 | $240iApproximate average salary by contribution assumption: employee only about $6,009 at 4% or $4,006 at 6%; with 50% employer match about $4,006 at 4% or $2,671 at 6%; with 100% employer match about $3,004 at 4% or $2,003 at 6%. |
| 2006 | 1 | 459 | $269,051 | $57,014 | $124iApproximate average salary by contribution assumption: employee only about $3,105 at 4% or $2,070 at 6%; with 50% employer match about $2,070 at 4% or $1,380 at 6%; with 100% employer match about $1,553 at 4% or $1,035 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 459 | $269,051 | $57,014 | $124iApproximate average salary by contribution assumption: employee only about $3,105 at 4% or $2,070 at 6%; with 50% employer match about $2,070 at 4% or $1,380 at 6%; with 100% employer match about $1,553 at 4% or $1,035 at 6%. |
| 2005 | 1 | 270 | $192,846 | $74,216 | $275iApproximate average salary by contribution assumption: employee only about $6,872 at 4% or $4,581 at 6%; with 50% employer match about $4,581 at 4% or $3,054 at 6%; with 100% employer match about $3,436 at 4% or $2,291 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 270 | $192,846 | $74,216 | $275iApproximate average salary by contribution assumption: employee only about $6,872 at 4% or $4,581 at 6%; with 50% employer match about $4,581 at 4% or $3,054 at 6%; with 100% employer match about $3,436 at 4% or $2,291 at 6%. |
| 2004 | 1 | 282 | $138,005 | $37,579 | $133iApproximate average salary by contribution assumption: employee only about $3,331 at 4% or $2,221 at 6%; with 50% employer match about $2,221 at 4% or $1,481 at 6%; with 100% employer match about $1,666 at 4% or $1,110 at 6%. |
| Montgomery Place Employee Retirement Plan | - | 282 | $138,005 | $37,579 | $133iApproximate average salary by contribution assumption: employee only about $3,331 at 4% or $2,221 at 6%; with 50% employer match about $2,221 at 4% or $1,481 at 6%; with 100% employer match about $1,666 at 4% or $1,110 at 6%. |
| 2003 | 1 | 279 | $0 | $0 | - |
| Montgomery Place Employee Retirement Plan | - | 279 | - | - | - |