Monticello Nys LLC
Plan context: Monticello Nys LLC 401(K) Profit Sharing Plan & Trust
EIN 45-3435916 • Albany, NY • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$1,486,819
2024 Contributions
$8,879
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 | 1 | $1,486,819 | $0 | - |
| Monticello Nys LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $1,486,819 | - | - |
| 2023 | 1 | 1 | $733,227 | $0 | - |
| Monticello Nys LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $733,227 | - | - |
| 2022 | 1 | 1 | $340,417 | $8,879 | $8,879iApproximate average salary by contribution assumption: employee only about $221,975 at 4% or $147,983 at 6%; with 50% employer match about $147,983 at 4% or $98,656 at 6%; with 100% employer match about $110,988 at 4% or $73,992 at 6%. |
| Monticello Nys LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $340,417 | $8,879 | $8,879iApproximate average salary by contribution assumption: employee only about $221,975 at 4% or $147,983 at 6%; with 50% employer match about $147,983 at 4% or $98,656 at 6%; with 100% employer match about $110,988 at 4% or $73,992 at 6%. |
| 2021 | 1 | 3 | $565,892 | $24,124 | $8,041iApproximate average salary by contribution assumption: employee only about $201,033 at 4% or $134,022 at 6%; with 50% employer match about $134,022 at 4% or $89,348 at 6%; with 100% employer match about $100,517 at 4% or $67,011 at 6%. |
| Monticello Nys LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $565,892 | $24,124 | $8,041iApproximate average salary by contribution assumption: employee only about $201,033 at 4% or $134,022 at 6%; with 50% employer match about $134,022 at 4% or $89,348 at 6%; with 100% employer match about $100,517 at 4% or $67,011 at 6%. |
| 2019 | 1 | 1 | $218,575 | $59,859 | $59,859iApproximate average salary by contribution assumption: employee only about $1,496,475 at 4% or $997,650 at 6%; with 50% employer match about $997,650 at 4% or $665,100 at 6%; with 100% employer match about $748,238 at 4% or $498,825 at 6%. |
| Monticello Nys LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $218,575 | $59,859 | $59,859iApproximate average salary by contribution assumption: employee only about $1,496,475 at 4% or $997,650 at 6%; with 50% employer match about $997,650 at 4% or $665,100 at 6%; with 100% employer match about $748,238 at 4% or $498,825 at 6%. |
| 2018 | 1 | 1 | $97,147 | $54,885 | $54,885iApproximate average salary by contribution assumption: employee only about $1,372,125 at 4% or $914,750 at 6%; with 50% employer match about $914,750 at 4% or $609,833 at 6%; with 100% employer match about $686,063 at 4% or $457,375 at 6%. |
| Monticello Nys LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $97,147 | $54,885 | $54,885iApproximate average salary by contribution assumption: employee only about $1,372,125 at 4% or $914,750 at 6%; with 50% employer match about $914,750 at 4% or $609,833 at 6%; with 100% employer match about $686,063 at 4% or $457,375 at 6%. |
| 2017 | 1 | 1 | $97,147 | $54,885 | $54,885iApproximate average salary by contribution assumption: employee only about $1,372,125 at 4% or $914,750 at 6%; with 50% employer match about $914,750 at 4% or $609,833 at 6%; with 100% employer match about $686,063 at 4% or $457,375 at 6%. |
| Monticello Nys LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $97,147 | $54,885 | $54,885iApproximate average salary by contribution assumption: employee only about $1,372,125 at 4% or $914,750 at 6%; with 50% employer match about $914,750 at 4% or $609,833 at 6%; with 100% employer match about $686,063 at 4% or $457,375 at 6%. |
| 2016 | 1 | 1 | $22,682 | $20,625 | $20,625iApproximate average salary by contribution assumption: employee only about $515,625 at 4% or $343,750 at 6%; with 50% employer match about $343,750 at 4% or $229,167 at 6%; with 100% employer match about $257,813 at 4% or $171,875 at 6%. |
| Monticello Nys LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $22,682 | $20,625 | $20,625iApproximate average salary by contribution assumption: employee only about $515,625 at 4% or $343,750 at 6%; with 50% employer match about $343,750 at 4% or $229,167 at 6%; with 100% employer match about $257,813 at 4% or $171,875 at 6%. |