Civic Intelligence

Boland-Montesano Financial Group LLC

Plan context: Boland-Montesano Financial Group LLC Retirement Plan

EIN 46-2883338 • Wall, NJ • 12 filings • 1 plans

1955 Highway 34Suite 3CWall, NJ 07719
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,709,403

2024 Contributions

$66,593

Historical Graphs

Total Assets Over Time

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

$2,709,403$1,354,702$0201320192024YearValue
$2,709,403Latest year 2024

Participants Over Time

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

320201320192024YearValue
3Latest 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
202413$2,709,403$66,593$22,198iApproximate average salary by contribution assumption: employee only about $554,942 at 4% or $369,961 at 6%; with 50% employer match about $369,961 at 4% or $246,641 at 6%; with 100% employer match about $277,471 at 4% or $184,981 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-3$2,709,403$66,593$22,198iApproximate average salary by contribution assumption: employee only about $554,942 at 4% or $369,961 at 6%; with 50% employer match about $369,961 at 4% or $246,641 at 6%; with 100% employer match about $277,471 at 4% or $184,981 at 6%.
202313$2,052,281$69,870$23,290iApproximate average salary by contribution assumption: employee only about $582,250 at 4% or $388,167 at 6%; with 50% employer match about $388,167 at 4% or $258,778 at 6%; with 100% employer match about $291,125 at 4% or $194,083 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-3$2,052,281$69,870$23,290iApproximate average salary by contribution assumption: employee only about $582,250 at 4% or $388,167 at 6%; with 50% employer match about $388,167 at 4% or $258,778 at 6%; with 100% employer match about $291,125 at 4% or $194,083 at 6%.
202213$1,549,419$78,539$26,180iApproximate average salary by contribution assumption: employee only about $654,492 at 4% or $436,328 at 6%; with 50% employer match about $436,328 at 4% or $290,885 at 6%; with 100% employer match about $327,246 at 4% or $218,164 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-3$1,549,419$78,539$26,180iApproximate average salary by contribution assumption: employee only about $654,492 at 4% or $436,328 at 6%; with 50% employer match about $436,328 at 4% or $290,885 at 6%; with 100% employer match about $327,246 at 4% or $218,164 at 6%.
202113$1,796,224$78,317$26,106iApproximate average salary by contribution assumption: employee only about $652,642 at 4% or $435,094 at 6%; with 50% employer match about $435,094 at 4% or $290,063 at 6%; with 100% employer match about $326,321 at 4% or $217,547 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-3$1,796,224$78,317$26,106iApproximate average salary by contribution assumption: employee only about $652,642 at 4% or $435,094 at 6%; with 50% employer match about $435,094 at 4% or $290,063 at 6%; with 100% employer match about $326,321 at 4% or $217,547 at 6%.
202013$1,366,287$56,586$18,862iApproximate average salary by contribution assumption: employee only about $471,550 at 4% or $314,367 at 6%; with 50% employer match about $314,367 at 4% or $209,578 at 6%; with 100% employer match about $235,775 at 4% or $157,183 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-3$1,366,287$56,586$18,862iApproximate average salary by contribution assumption: employee only about $471,550 at 4% or $314,367 at 6%; with 50% employer match about $314,367 at 4% or $209,578 at 6%; with 100% employer match about $235,775 at 4% or $157,183 at 6%.
201912$1,136,037$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-2$1,136,037$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201812$843,298$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-2$843,298$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201712$845,157$67,000$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-2$845,157$67,000$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
201612$676,225$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-2$676,225$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201512$579,322$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-2$579,322$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201412$548,251$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-2$548,251$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
201312$434,467$434,170$217,085iApproximate average salary by contribution assumption: employee only about $5,427,125 at 4% or $3,618,083 at 6%; with 50% employer match about $3,618,083 at 4% or $2,412,056 at 6%; with 100% employer match about $2,713,563 at 4% or $1,809,042 at 6%.
Boland-Montesano Financial Group LLC Retirement Plan-2$434,467$434,170$217,085iApproximate average salary by contribution assumption: employee only about $5,427,125 at 4% or $3,618,083 at 6%; with 50% employer match about $3,618,083 at 4% or $2,412,056 at 6%; with 100% employer match about $2,713,563 at 4% or $1,809,042 at 6%.