Civic Intelligence

Montero Partners Ltd.

Plan context: Montero Partners Ltd. 401K Profit Sharing Plan and Trust

EIN 36-3961730 • 13 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$756,483

2007 Contributions

$55,887

Historical Graphs

Total Assets Over Time

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

$756,483$378,242$0199920042006YearValue
$756,483Latest year 2006

Participants Over Time

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

320199920032006YearValue
3Latest year 2006

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
200710$0$0-
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-0---
200613$756,483$55,887$18,629iApproximate average salary by contribution assumption: employee only about $465,725 at 4% or $310,483 at 6%; with 50% employer match about $310,483 at 4% or $206,989 at 6%; with 100% employer match about $232,863 at 4% or $155,242 at 6%.
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-3$756,483$55,887$18,629iApproximate average salary by contribution assumption: employee only about $465,725 at 4% or $310,483 at 6%; with 50% employer match about $310,483 at 4% or $206,989 at 6%; with 100% employer match about $232,863 at 4% or $155,242 at 6%.
200513$610,341$58,853$19,618iApproximate average salary by contribution assumption: employee only about $490,442 at 4% or $326,961 at 6%; with 50% employer match about $326,961 at 4% or $217,974 at 6%; with 100% employer match about $245,221 at 4% or $163,481 at 6%.
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-3$610,341$58,853$19,618iApproximate average salary by contribution assumption: employee only about $490,442 at 4% or $326,961 at 6%; with 50% employer match about $326,961 at 4% or $217,974 at 6%; with 100% employer match about $245,221 at 4% or $163,481 at 6%.
200412$507,835$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-2$507,835$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$387,772$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-2$387,772$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200212$0$0-
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-2---
200132$0$0-
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-2---
Montero Partners Ltd. Money Purchase Plan and Trust-0---
Montero Partners Ltd. Money Purchase Plan and Trust-0---
200022$303,149$50,441$25,221iApproximate average salary by contribution assumption: employee only about $630,513 at 4% or $420,342 at 6%; with 50% employer match about $420,342 at 4% or $280,228 at 6%; with 100% employer match about $315,256 at 4% or $210,171 at 6%.
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-2$252,273$38,103$19,052iApproximate average salary by contribution assumption: employee only about $476,288 at 4% or $317,525 at 6%; with 50% employer match about $317,525 at 4% or $211,683 at 6%; with 100% employer match about $238,144 at 4% or $158,763 at 6%.
Montero Partners Ltd. Money Purchase Plan and Trust-2$50,876$12,338$6,169iApproximate average salary by contribution assumption: employee only about $154,225 at 4% or $102,817 at 6%; with 50% employer match about $102,817 at 4% or $68,544 at 6%; with 100% employer match about $77,113 at 4% or $51,408 at 6%.
199923$279,945$65,958$21,986iApproximate average salary by contribution assumption: employee only about $549,650 at 4% or $366,433 at 6%; with 50% employer match about $366,433 at 4% or $244,289 at 6%; with 100% employer match about $274,825 at 4% or $183,217 at 6%.
Montero Partners Ltd. 401K Profit Sharing Plan and Trust-3$237,055$53,880$17,960iApproximate average salary by contribution assumption: employee only about $449,000 at 4% or $299,333 at 6%; with 50% employer match about $299,333 at 4% or $199,556 at 6%; with 100% employer match about $224,500 at 4% or $149,667 at 6%.
Montero Partners Ltd. Money Purchase Plan and Trust-3$42,890$12,078$4,026iApproximate average salary by contribution assumption: employee only about $100,650 at 4% or $67,100 at 6%; with 50% employer match about $67,100 at 4% or $44,733 at 6%; with 100% employer match about $50,325 at 4% or $33,550 at 6%.