Civic Intelligence

Montierth & Associates LLC

Plan context: Montierth & Associates 401(K) Plan & Trust

EIN 45-4557771 • Layton, UT • 11 filings • 1 plans

890 Heritage Park BlvdSuite 203Layton, UT 84041
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,029,315

2024 Contributions

$86,680

Historical Graphs

Total Assets Over Time

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

$1,032,468$516,234$0201420192024YearValue
$1,029,315Latest year 2024

Participants Over Time

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

1370201420192024YearValue
11Latest year 2024

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
2024111$1,029,315$86,680$7,880iApproximate average salary by contribution assumption: employee only about $197,000 at 4% or $131,333 at 6%; with 50% employer match about $131,333 at 4% or $87,556 at 6%; with 100% employer match about $98,500 at 4% or $65,667 at 6%.
Montierth & Associates 401(K) Plan & Trust-11$1,029,315$86,680$7,880iApproximate average salary by contribution assumption: employee only about $197,000 at 4% or $131,333 at 6%; with 50% employer match about $131,333 at 4% or $87,556 at 6%; with 100% employer match about $98,500 at 4% or $65,667 at 6%.
2023113$849,311$34,085$2,622iApproximate average salary by contribution assumption: employee only about $65,548 at 4% or $43,699 at 6%; with 50% employer match about $43,699 at 4% or $29,132 at 6%; with 100% employer match about $32,774 at 4% or $21,849 at 6%.
Montierth & Associates 401(K) Plan & Trust-13$849,311$34,085$2,622iApproximate average salary by contribution assumption: employee only about $65,548 at 4% or $43,699 at 6%; with 50% employer match about $43,699 at 4% or $29,132 at 6%; with 100% employer match about $32,774 at 4% or $21,849 at 6%.
2022111$679,938$33,314$3,029iApproximate average salary by contribution assumption: employee only about $75,714 at 4% or $50,476 at 6%; with 50% employer match about $50,476 at 4% or $33,651 at 6%; with 100% employer match about $37,857 at 4% or $25,238 at 6%.
Montierth & Associates 401(K) Plan & Trust-11$679,938$33,314$3,029iApproximate average salary by contribution assumption: employee only about $75,714 at 4% or $50,476 at 6%; with 50% employer match about $50,476 at 4% or $33,651 at 6%; with 100% employer match about $37,857 at 4% or $25,238 at 6%.
202118$795,774$100,450$12,556iApproximate average salary by contribution assumption: employee only about $313,906 at 4% or $209,271 at 6%; with 50% employer match about $209,271 at 4% or $139,514 at 6%; with 100% employer match about $156,953 at 4% or $104,635 at 6%.
Montierth & Associates 401(K) Plan & Trust-8$795,774$100,450$12,556iApproximate average salary by contribution assumption: employee only about $313,906 at 4% or $209,271 at 6%; with 50% employer match about $209,271 at 4% or $139,514 at 6%; with 100% employer match about $156,953 at 4% or $104,635 at 6%.
202019$1,032,468$135,392$15,044iApproximate average salary by contribution assumption: employee only about $376,089 at 4% or $250,726 at 6%; with 50% employer match about $250,726 at 4% or $167,151 at 6%; with 100% employer match about $188,044 at 4% or $125,363 at 6%.
Montierth & Associates 401(K) Plan & Trust-9$1,032,468$135,392$15,044iApproximate average salary by contribution assumption: employee only about $376,089 at 4% or $250,726 at 6%; with 50% employer match about $250,726 at 4% or $167,151 at 6%; with 100% employer match about $188,044 at 4% or $125,363 at 6%.
201918$791,417$132,573$16,572iApproximate average salary by contribution assumption: employee only about $414,291 at 4% or $276,194 at 6%; with 50% employer match about $276,194 at 4% or $184,129 at 6%; with 100% employer match about $207,145 at 4% or $138,097 at 6%.
Montierth & Associates 401(K) Plan & Trust-8$791,417$132,573$16,572iApproximate average salary by contribution assumption: employee only about $414,291 at 4% or $276,194 at 6%; with 50% employer match about $276,194 at 4% or $184,129 at 6%; with 100% employer match about $207,145 at 4% or $138,097 at 6%.
201817$697,973$95,295$13,614iApproximate average salary by contribution assumption: employee only about $340,339 at 4% or $226,893 at 6%; with 50% employer match about $226,893 at 4% or $151,262 at 6%; with 100% employer match about $170,170 at 4% or $113,446 at 6%.
Montierth & Associates 401(K) Plan & Trust-7$697,973$95,295$13,614iApproximate average salary by contribution assumption: employee only about $340,339 at 4% or $226,893 at 6%; with 50% employer match about $226,893 at 4% or $151,262 at 6%; with 100% employer match about $170,170 at 4% or $113,446 at 6%.
201715$674,704$170,981$34,196iApproximate average salary by contribution assumption: employee only about $854,905 at 4% or $569,937 at 6%; with 50% employer match about $569,937 at 4% or $379,958 at 6%; with 100% employer match about $427,452 at 4% or $284,968 at 6%.
Montierth & Associates 401(K) Plan & Trust-5$674,704$170,981$34,196iApproximate average salary by contribution assumption: employee only about $854,905 at 4% or $569,937 at 6%; with 50% employer match about $569,937 at 4% or $379,958 at 6%; with 100% employer match about $427,452 at 4% or $284,968 at 6%.
201615$418,914$120,075$24,015iApproximate average salary by contribution assumption: employee only about $600,375 at 4% or $400,250 at 6%; with 50% employer match about $400,250 at 4% or $266,833 at 6%; with 100% employer match about $300,188 at 4% or $200,125 at 6%.
Montierth & Associates 401(K) Plan & Trust-5$418,914$120,075$24,015iApproximate average salary by contribution assumption: employee only about $600,375 at 4% or $400,250 at 6%; with 50% employer match about $400,250 at 4% or $266,833 at 6%; with 100% employer match about $300,188 at 4% or $200,125 at 6%.
201513$271,626$174,413$58,138iApproximate average salary by contribution assumption: employee only about $1,453,442 at 4% or $968,961 at 6%; with 50% employer match about $968,961 at 4% or $645,974 at 6%; with 100% employer match about $726,721 at 4% or $484,481 at 6%.
Montierth & Associates 401(K) Plan & Trust-3$271,626$174,413$58,138iApproximate average salary by contribution assumption: employee only about $1,453,442 at 4% or $968,961 at 6%; with 50% employer match about $968,961 at 4% or $645,974 at 6%; with 100% employer match about $726,721 at 4% or $484,481 at 6%.
201413$92,175$92,422$30,807iApproximate average salary by contribution assumption: employee only about $770,183 at 4% or $513,456 at 6%; with 50% employer match about $513,456 at 4% or $342,304 at 6%; with 100% employer match about $385,092 at 4% or $256,728 at 6%.
Montierth & Associates 401(K) Plan & Trust-3$92,175$92,422$30,807iApproximate average salary by contribution assumption: employee only about $770,183 at 4% or $513,456 at 6%; with 50% employer match about $513,456 at 4% or $342,304 at 6%; with 100% employer match about $385,092 at 4% or $256,728 at 6%.