Civic Intelligence

Richard Montilla, MD PC

Plan context: Richard Montilla, MD PC 401(K) Plan

EIN 46-2998545 • Worcester, MA • 9 filings • 1 plans

123 Summer St.Suite #675Worcester, MA 01608-1216
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,161,236

2024 Contributions

$128,947

Historical Graphs

Total Assets Over Time

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

$1,161,236$580,618$0201620202024YearValue
$1,161,236Latest year 2024

Participants Over Time

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

1160201620202024YearValue
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$1,161,236$128,947$11,722iApproximate average salary by contribution assumption: employee only about $293,061 at 4% or $195,374 at 6%; with 50% employer match about $195,374 at 4% or $130,249 at 6%; with 100% employer match about $146,531 at 4% or $97,687 at 6%.
Richard Montilla, MD PC 401(K) Plan-11$1,161,236$128,947$11,722iApproximate average salary by contribution assumption: employee only about $293,061 at 4% or $195,374 at 6%; with 50% employer match about $195,374 at 4% or $130,249 at 6%; with 100% employer match about $146,531 at 4% or $97,687 at 6%.
2023111$924,416$122,521$11,138iApproximate average salary by contribution assumption: employee only about $278,457 at 4% or $185,638 at 6%; with 50% employer match about $185,638 at 4% or $123,759 at 6%; with 100% employer match about $139,228 at 4% or $92,819 at 6%.
Richard Montilla, MD PC 401(K) Plan-11$924,416$122,521$11,138iApproximate average salary by contribution assumption: employee only about $278,457 at 4% or $185,638 at 6%; with 50% employer match about $185,638 at 4% or $123,759 at 6%; with 100% employer match about $139,228 at 4% or $92,819 at 6%.
202219$690,025$115,398$12,822iApproximate average salary by contribution assumption: employee only about $320,550 at 4% or $213,700 at 6%; with 50% employer match about $213,700 at 4% or $142,467 at 6%; with 100% employer match about $160,275 at 4% or $106,850 at 6%.
Richard Montilla, MD PC 401(K) Plan-9$690,025$115,398$12,822iApproximate average salary by contribution assumption: employee only about $320,550 at 4% or $213,700 at 6%; with 50% employer match about $213,700 at 4% or $142,467 at 6%; with 100% employer match about $160,275 at 4% or $106,850 at 6%.
202118$697,040$76,266$9,533iApproximate average salary by contribution assumption: employee only about $238,331 at 4% or $158,888 at 6%; with 50% employer match about $158,888 at 4% or $105,925 at 6%; with 100% employer match about $119,166 at 4% or $79,444 at 6%.
Richard Montilla, MD PC 401(K) Plan-8$697,040$76,266$9,533iApproximate average salary by contribution assumption: employee only about $238,331 at 4% or $158,888 at 6%; with 50% employer match about $158,888 at 4% or $105,925 at 6%; with 100% employer match about $119,166 at 4% or $79,444 at 6%.
202014$539,576$65,932$16,483iApproximate average salary by contribution assumption: employee only about $412,075 at 4% or $274,717 at 6%; with 50% employer match about $274,717 at 4% or $183,144 at 6%; with 100% employer match about $206,038 at 4% or $137,358 at 6%.
Richard Montilla, MD PC 401(K) Plan-4$539,576$65,932$16,483iApproximate average salary by contribution assumption: employee only about $412,075 at 4% or $274,717 at 6%; with 50% employer match about $274,717 at 4% or $183,144 at 6%; with 100% employer match about $206,038 at 4% or $137,358 at 6%.
201914$402,697$159,360$39,840iApproximate average salary by contribution assumption: employee only about $996,000 at 4% or $664,000 at 6%; with 50% employer match about $664,000 at 4% or $442,667 at 6%; with 100% employer match about $498,000 at 4% or $332,000 at 6%.
Richard Montilla, MD PC 401(K) Plan-4$402,697$159,360$39,840iApproximate average salary by contribution assumption: employee only about $996,000 at 4% or $664,000 at 6%; with 50% employer match about $664,000 at 4% or $442,667 at 6%; with 100% employer match about $498,000 at 4% or $332,000 at 6%.
201813$188,705$54,129$18,043iApproximate average salary by contribution assumption: employee only about $451,075 at 4% or $300,717 at 6%; with 50% employer match about $300,717 at 4% or $200,478 at 6%; with 100% employer match about $225,538 at 4% or $150,358 at 6%.
Richard Montilla, MD PC 401(K) Plan-3$188,705$54,129$18,043iApproximate average salary by contribution assumption: employee only about $451,075 at 4% or $300,717 at 6%; with 50% employer match about $300,717 at 4% or $200,478 at 6%; with 100% employer match about $225,538 at 4% or $150,358 at 6%.
201713$160,481$81,497$27,166iApproximate average salary by contribution assumption: employee only about $679,142 at 4% or $452,761 at 6%; with 50% employer match about $452,761 at 4% or $301,841 at 6%; with 100% employer match about $339,571 at 4% or $226,381 at 6%.
Richard Montilla, MD PC 401(K) Plan-3$160,481$81,497$27,166iApproximate average salary by contribution assumption: employee only about $679,142 at 4% or $452,761 at 6%; with 50% employer match about $452,761 at 4% or $301,841 at 6%; with 100% employer match about $339,571 at 4% or $226,381 at 6%.
201613$78,952$78,949$26,316iApproximate average salary by contribution assumption: employee only about $657,908 at 4% or $438,606 at 6%; with 50% employer match about $438,606 at 4% or $292,404 at 6%; with 100% employer match about $328,954 at 4% or $219,303 at 6%.
Richard Montilla, MD PC 401(K) Plan-3$78,952$78,949$26,316iApproximate average salary by contribution assumption: employee only about $657,908 at 4% or $438,606 at 6%; with 50% employer match about $438,606 at 4% or $292,404 at 6%; with 100% employer match about $328,954 at 4% or $219,303 at 6%.