Civic Intelligence

Monte Mccunniff Inc.

Plan context: MONTE J. MCCUNNIFF, INC. 401(K) PLAN

EIN 42-1165616 • Cedar Falls, IA • 17 filings • 4 plans

1708 State StreetCedar Falls, IA 50613
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$1,581,169

2012 Contributions

$82,000

Historical Graphs

Total Assets Over Time

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

$2,087,436$1,043,718$0199920062011YearValue
$1,581,169Latest year 2011

Participants Over Time

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

530199920052011YearValue
5Latest year 2011

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
201210$0$82,000-
MONTE J. MCCUNNIFF, INC. 401(K) PLAN-0$0$82,000-
201115$1,581,169$85,400$17,080iApproximate average salary by contribution assumption: employee only about $427,000 at 4% or $284,667 at 6%; with 50% employer match about $284,667 at 4% or $189,778 at 6%; with 100% employer match about $213,500 at 4% or $142,333 at 6%.
MONTE J. MCCUNNIFF, INC. 401(K) PLAN-5$1,581,169$85,400$17,080iApproximate average salary by contribution assumption: employee only about $427,000 at 4% or $284,667 at 6%; with 50% employer match about $284,667 at 4% or $189,778 at 6%; with 100% employer match about $213,500 at 4% or $142,333 at 6%.
201015$2,087,436$68,950$13,790iApproximate average salary by contribution assumption: employee only about $344,750 at 4% or $229,833 at 6%; with 50% employer match about $229,833 at 4% or $153,222 at 6%; with 100% employer match about $172,375 at 4% or $114,917 at 6%.
MONTE J. MCCUNNIFF, INC. 401(K) PLAN-5$2,087,436$68,950$13,790iApproximate average salary by contribution assumption: employee only about $344,750 at 4% or $229,833 at 6%; with 50% employer match about $229,833 at 4% or $153,222 at 6%; with 100% employer match about $172,375 at 4% or $114,917 at 6%.
200914$2,084,249$53,500$13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%.
MONTE J. MCCUNNIFF, INC. 401(K) PLAN-4$2,084,249$53,500$13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%.
200814$1,959,001$96,514$24,129iApproximate average salary by contribution assumption: employee only about $603,213 at 4% or $402,142 at 6%; with 50% employer match about $402,142 at 4% or $268,094 at 6%; with 100% employer match about $301,606 at 4% or $201,071 at 6%.
MONTE J. MCCUNNIFF, INC. 401K PLAN-4$1,959,001$96,514$24,129iApproximate average salary by contribution assumption: employee only about $603,213 at 4% or $402,142 at 6%; with 50% employer match about $402,142 at 4% or $268,094 at 6%; with 100% employer match about $301,606 at 4% or $201,071 at 6%.
200714$1,912,733$0-
MONTE J. MCCUNNIFF, INC. 401K PLAN-4$1,912,733--
200614$1,656,956$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
MONTE J. MCCUNNIFF, INC. PROFIT SHARING PLAN-4$1,656,956$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200515$1,364,272$73,832$14,766iApproximate average salary by contribution assumption: employee only about $369,160 at 4% or $246,107 at 6%; with 50% employer match about $246,107 at 4% or $164,071 at 6%; with 100% employer match about $184,580 at 4% or $123,053 at 6%.
MONTE J. MCCUNNIFF, INC. PROFIT SHARING PLAN-5$1,364,272$73,832$14,766iApproximate average salary by contribution assumption: employee only about $369,160 at 4% or $246,107 at 6%; with 50% employer match about $246,107 at 4% or $164,071 at 6%; with 100% employer match about $184,580 at 4% or $123,053 at 6%.
200414$1,233,526$65,551$16,388iApproximate average salary by contribution assumption: employee only about $409,694 at 4% or $273,129 at 6%; with 50% employer match about $273,129 at 4% or $182,086 at 6%; with 100% employer match about $204,847 at 4% or $136,565 at 6%.
MONTE J. MCCUNNIFF, INC. PROFIT SHARING PLAN-4$1,233,526$65,551$16,388iApproximate average salary by contribution assumption: employee only about $409,694 at 4% or $273,129 at 6%; with 50% employer match about $273,129 at 4% or $182,086 at 6%; with 100% employer match about $204,847 at 4% or $136,565 at 6%.
200314$1,069,750$76,854$19,214iApproximate average salary by contribution assumption: employee only about $480,338 at 4% or $320,225 at 6%; with 50% employer match about $320,225 at 4% or $213,483 at 6%; with 100% employer match about $240,169 at 4% or $160,113 at 6%.
MONTE J. MCCUNNIFF, INC. PROFIT SHARING PLAN-4$1,069,750$76,854$19,214iApproximate average salary by contribution assumption: employee only about $480,338 at 4% or $320,225 at 6%; with 50% employer match about $320,225 at 4% or $213,483 at 6%; with 100% employer match about $240,169 at 4% or $160,113 at 6%.
200224$792,344$450,629$112,657iApproximate average salary by contribution assumption: employee only about $2,816,431 at 4% or $1,877,621 at 6%; with 50% employer match about $1,877,621 at 4% or $1,251,747 at 6%; with 100% employer match about $1,408,216 at 4% or $938,810 at 6%.
MONTE J. MCCUNNIFF, INC. PROFIT SHARING PLAN-4$792,344$450,629$112,657iApproximate average salary by contribution assumption: employee only about $2,816,431 at 4% or $1,877,621 at 6%; with 50% employer match about $1,877,621 at 4% or $1,251,747 at 6%; with 100% employer match about $1,408,216 at 4% or $938,810 at 6%.
Monte Mccunniff Inc. Money Purchase Plan-0---
200124$0$0-
Monte Mccunniff Inc. Money Purchase Plan-4---
MONTE J. MCCUNNIFF, INC. PROFIT SHARING PLAN-4---
200023$873,450$51,290$17,097iApproximate average salary by contribution assumption: employee only about $427,417 at 4% or $284,944 at 6%; with 50% employer match about $284,944 at 4% or $189,963 at 6%; with 100% employer match about $213,708 at 4% or $142,472 at 6%.
MONTE J. MCCUNNIFF, INC. PROFIT SHARING PLAN-3$489,145$26,088$8,696iApproximate average salary by contribution assumption: employee only about $217,400 at 4% or $144,933 at 6%; with 50% employer match about $144,933 at 4% or $96,622 at 6%; with 100% employer match about $108,700 at 4% or $72,467 at 6%.
Monte Mccunniff Inc. Money Purchase Plan-3$384,305$25,202$8,401iApproximate average salary by contribution assumption: employee only about $210,017 at 4% or $140,011 at 6%; with 50% employer match about $140,011 at 4% or $93,341 at 6%; with 100% employer match about $105,008 at 4% or $70,006 at 6%.
199913$113,600$23,094$7,698iApproximate average salary by contribution assumption: employee only about $192,450 at 4% or $128,300 at 6%; with 50% employer match about $128,300 at 4% or $85,533 at 6%; with 100% employer match about $96,225 at 4% or $64,150 at 6%.
Monte Mccunniff Inc. Money Purchase Plan-3$113,600$23,094$7,698iApproximate average salary by contribution assumption: employee only about $192,450 at 4% or $128,300 at 6%; with 50% employer match about $128,300 at 4% or $85,533 at 6%; with 100% employer match about $96,225 at 4% or $64,150 at 6%.