Civic Intelligence

Eric S Montalvo PLLC

Plan context: Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust

EIN 45-2968205 • Washington, DC • 10 filings • 4 plans

1750 K St NWSte 900Washington, DC 20006
Current Snapshot

Latest Year

2022

2022 Participants

13

2022 Assets

$243,550

2022 Contributions

$40,437

Historical Graphs

Total Assets Over Time

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

$272,128$136,064$0201320172022YearValue
$243,550Latest year 2022

Participants Over Time

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

1370201320172022YearValue
13Latest year 2022

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
2022113$243,550$40,437$3,111iApproximate average salary by contribution assumption: employee only about $77,763 at 4% or $51,842 at 6%; with 50% employer match about $51,842 at 4% or $34,562 at 6%; with 100% employer match about $38,882 at 4% or $25,921 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-13$243,550$40,437$3,111iApproximate average salary by contribution assumption: employee only about $77,763 at 4% or $51,842 at 6%; with 50% employer match about $51,842 at 4% or $34,562 at 6%; with 100% employer match about $38,882 at 4% or $25,921 at 6%.
2021113$272,128$39,468$3,036iApproximate average salary by contribution assumption: employee only about $75,900 at 4% or $50,600 at 6%; with 50% employer match about $50,600 at 4% or $33,733 at 6%; with 100% employer match about $37,950 at 4% or $25,300 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-13$272,128$39,468$3,036iApproximate average salary by contribution assumption: employee only about $75,900 at 4% or $50,600 at 6%; with 50% employer match about $50,600 at 4% or $33,733 at 6%; with 100% employer match about $37,950 at 4% or $25,300 at 6%.
2020112$203,259$20,460$1,705iApproximate average salary by contribution assumption: employee only about $42,625 at 4% or $28,417 at 6%; with 50% employer match about $28,417 at 4% or $18,944 at 6%; with 100% employer match about $21,313 at 4% or $14,208 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-12$203,259$20,460$1,705iApproximate average salary by contribution assumption: employee only about $42,625 at 4% or $28,417 at 6%; with 50% employer match about $28,417 at 4% or $18,944 at 6%; with 100% employer match about $21,313 at 4% or $14,208 at 6%.
201819$128,957$26,217$2,913iApproximate average salary by contribution assumption: employee only about $72,825 at 4% or $48,550 at 6%; with 50% employer match about $48,550 at 4% or $32,367 at 6%; with 100% employer match about $36,413 at 4% or $24,275 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-9$128,957$26,217$2,913iApproximate average salary by contribution assumption: employee only about $72,825 at 4% or $48,550 at 6%; with 50% employer match about $48,550 at 4% or $32,367 at 6%; with 100% employer match about $36,413 at 4% or $24,275 at 6%.
2017110$113,178$27,754$2,775iApproximate average salary by contribution assumption: employee only about $69,385 at 4% or $46,257 at 6%; with 50% employer match about $46,257 at 4% or $30,838 at 6%; with 100% employer match about $34,693 at 4% or $23,128 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-10$113,178$27,754$2,775iApproximate average salary by contribution assumption: employee only about $69,385 at 4% or $46,257 at 6%; with 50% employer match about $46,257 at 4% or $30,838 at 6%; with 100% employer match about $34,693 at 4% or $23,128 at 6%.
201618$74,086$11,601$1,450iApproximate average salary by contribution assumption: employee only about $36,253 at 4% or $24,169 at 6%; with 50% employer match about $24,169 at 4% or $16,113 at 6%; with 100% employer match about $18,127 at 4% or $12,084 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-8$74,086$11,601$1,450iApproximate average salary by contribution assumption: employee only about $36,253 at 4% or $24,169 at 6%; with 50% employer match about $24,169 at 4% or $16,113 at 6%; with 100% employer match about $18,127 at 4% or $12,084 at 6%.
201516$87,028$19,638$3,273iApproximate average salary by contribution assumption: employee only about $81,825 at 4% or $54,550 at 6%; with 50% employer match about $54,550 at 4% or $36,367 at 6%; with 100% employer match about $40,913 at 4% or $27,275 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-6$87,028$19,638$3,273iApproximate average salary by contribution assumption: employee only about $81,825 at 4% or $54,550 at 6%; with 50% employer match about $54,550 at 4% or $36,367 at 6%; with 100% employer match about $40,913 at 4% or $27,275 at 6%.
201414$77,639$50,182$12,546iApproximate average salary by contribution assumption: employee only about $313,638 at 4% or $209,092 at 6%; with 50% employer match about $209,092 at 4% or $139,394 at 6%; with 100% employer match about $156,819 at 4% or $104,546 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-4$77,639$50,182$12,546iApproximate average salary by contribution assumption: employee only about $313,638 at 4% or $209,092 at 6%; with 50% employer match about $209,092 at 4% or $139,394 at 6%; with 100% employer match about $156,819 at 4% or $104,546 at 6%.
201317$37,097$35,533$5,076iApproximate average salary by contribution assumption: employee only about $126,904 at 4% or $84,602 at 6%; with 50% employer match about $84,602 at 4% or $56,402 at 6%; with 100% employer match about $63,452 at 4% or $42,301 at 6%.
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-7$37,097$35,533$5,076iApproximate average salary by contribution assumption: employee only about $126,904 at 4% or $84,602 at 6%; with 50% employer match about $84,602 at 4% or $56,402 at 6%; with 100% employer match about $63,452 at 4% or $42,301 at 6%.
201210$0$0-
Eric S Montalvo PLLC 401 K Profit Sharing Plan Trust-0$0$0-