Civic Intelligence

Montebello Condominium Unit Owners

Plan context: Montebello Association 401K Plan

EIN 52-1247241 • Alexandria, VA • 27 filings • 3 plans

5905 Mt. Eagle DriveAlexandria, VA 22303
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$2,470,184

2024 Contributions

$302,622

Historical Graphs

Total Assets Over Time

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

$3,436,202$1,718,101$0200020122024YearValue
$2,470,184Latest year 2024

Participants Over Time

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

63320199920122024YearValue
52Latest 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
2024152$2,470,184$302,622$5,820iApproximate average salary by contribution assumption: employee only about $145,491 at 4% or $96,994 at 6%; with 50% employer match about $96,994 at 4% or $64,663 at 6%; with 100% employer match about $72,746 at 4% or $48,497 at 6%.
Montebello Association 401K Plan-52$2,470,184$302,622$5,820iApproximate average salary by contribution assumption: employee only about $145,491 at 4% or $96,994 at 6%; with 50% employer match about $96,994 at 4% or $64,663 at 6%; with 100% employer match about $72,746 at 4% or $48,497 at 6%.
2023152$2,123,008$288,180$5,542iApproximate average salary by contribution assumption: employee only about $138,548 at 4% or $92,365 at 6%; with 50% employer match about $92,365 at 4% or $61,577 at 6%; with 100% employer match about $69,274 at 4% or $46,183 at 6%.
Montebello Association 401K Plan-52$2,123,008$288,180$5,542iApproximate average salary by contribution assumption: employee only about $138,548 at 4% or $92,365 at 6%; with 50% employer match about $92,365 at 4% or $61,577 at 6%; with 100% employer match about $69,274 at 4% or $46,183 at 6%.
2022146$1,712,659$342,499$7,446iApproximate average salary by contribution assumption: employee only about $186,141 at 4% or $124,094 at 6%; with 50% employer match about $124,094 at 4% or $82,729 at 6%; with 100% employer match about $93,070 at 4% or $62,047 at 6%.
Montebello Association 401K Plan-46$1,712,659$342,499$7,446iApproximate average salary by contribution assumption: employee only about $186,141 at 4% or $124,094 at 6%; with 50% employer match about $124,094 at 4% or $82,729 at 6%; with 100% employer match about $93,070 at 4% or $62,047 at 6%.
2021147$3,436,202$258,453$5,499iApproximate average salary by contribution assumption: employee only about $137,475 at 4% or $91,650 at 6%; with 50% employer match about $91,650 at 4% or $61,100 at 6%; with 100% employer match about $68,738 at 4% or $45,825 at 6%.
Montebello Association 401K Plan-47$3,436,202$258,453$5,499iApproximate average salary by contribution assumption: employee only about $137,475 at 4% or $91,650 at 6%; with 50% employer match about $91,650 at 4% or $61,100 at 6%; with 100% employer match about $68,738 at 4% or $45,825 at 6%.
2020147$3,095,425$257,063$5,469iApproximate average salary by contribution assumption: employee only about $136,736 at 4% or $91,157 at 6%; with 50% employer match about $91,157 at 4% or $60,771 at 6%; with 100% employer match about $68,368 at 4% or $45,579 at 6%.
Montebello Association 401K Plan-47$3,095,425$257,063$5,469iApproximate average salary by contribution assumption: employee only about $136,736 at 4% or $91,157 at 6%; with 50% employer match about $91,157 at 4% or $60,771 at 6%; with 100% employer match about $68,368 at 4% or $45,579 at 6%.
2019148$2,962,723$254,431$5,301iApproximate average salary by contribution assumption: employee only about $132,516 at 4% or $88,344 at 6%; with 50% employer match about $88,344 at 4% or $58,896 at 6%; with 100% employer match about $66,258 at 4% or $44,172 at 6%.
Montebello Association 401K Plan-48$2,962,723$254,431$5,301iApproximate average salary by contribution assumption: employee only about $132,516 at 4% or $88,344 at 6%; with 50% employer match about $88,344 at 4% or $58,896 at 6%; with 100% employer match about $66,258 at 4% or $44,172 at 6%.
2018142$2,353,491$228,957$5,451iApproximate average salary by contribution assumption: employee only about $136,284 at 4% or $90,856 at 6%; with 50% employer match about $90,856 at 4% or $60,571 at 6%; with 100% employer match about $68,142 at 4% or $45,428 at 6%.
Montebello Association 401K Plan-42$2,353,491$228,957$5,451iApproximate average salary by contribution assumption: employee only about $136,284 at 4% or $90,856 at 6%; with 50% employer match about $90,856 at 4% or $60,571 at 6%; with 100% employer match about $68,142 at 4% or $45,428 at 6%.
2017141$2,366,517$215,056$5,245iApproximate average salary by contribution assumption: employee only about $131,132 at 4% or $87,421 at 6%; with 50% employer match about $87,421 at 4% or $58,281 at 6%; with 100% employer match about $65,566 at 4% or $43,711 at 6%.
Montebello Association 401K Plan-41$2,366,517$215,056$5,245iApproximate average salary by contribution assumption: employee only about $131,132 at 4% or $87,421 at 6%; with 50% employer match about $87,421 at 4% or $58,281 at 6%; with 100% employer match about $65,566 at 4% or $43,711 at 6%.
2016139$1,963,532$197,727$5,070iApproximate average salary by contribution assumption: employee only about $126,748 at 4% or $84,499 at 6%; with 50% employer match about $84,499 at 4% or $56,332 at 6%; with 100% employer match about $63,374 at 4% or $42,249 at 6%.
Montebello Association 401K Plan-39$1,963,532$197,727$5,070iApproximate average salary by contribution assumption: employee only about $126,748 at 4% or $84,499 at 6%; with 50% employer match about $84,499 at 4% or $56,332 at 6%; with 100% employer match about $63,374 at 4% or $42,249 at 6%.
2015139$1,836,523$216,696$5,556iApproximate average salary by contribution assumption: employee only about $138,908 at 4% or $92,605 at 6%; with 50% employer match about $92,605 at 4% or $61,737 at 6%; with 100% employer match about $69,454 at 4% or $46,303 at 6%.
Montebello Association 401K Plan-39$1,836,523$216,696$5,556iApproximate average salary by contribution assumption: employee only about $138,908 at 4% or $92,605 at 6%; with 50% employer match about $92,605 at 4% or $61,737 at 6%; with 100% employer match about $69,454 at 4% or $46,303 at 6%.
2014140$1,752,539$196,142$4,904iApproximate average salary by contribution assumption: employee only about $122,589 at 4% or $81,726 at 6%; with 50% employer match about $81,726 at 4% or $54,484 at 6%; with 100% employer match about $61,294 at 4% or $40,863 at 6%.
Montebello Association 401K Plan-40$1,752,539$196,142$4,904iApproximate average salary by contribution assumption: employee only about $122,589 at 4% or $81,726 at 6%; with 50% employer match about $81,726 at 4% or $54,484 at 6%; with 100% employer match about $61,294 at 4% or $40,863 at 6%.
2013232$3,138,080$605,766$18,930iApproximate average salary by contribution assumption: employee only about $473,255 at 4% or $315,503 at 6%; with 50% employer match about $315,503 at 4% or $210,335 at 6%; with 100% employer match about $236,627 at 4% or $157,752 at 6%.
Montebello Association 401K Plan-31$1,569,040$399,902$12,900iApproximate average salary by contribution assumption: employee only about $322,502 at 4% or $215,001 at 6%; with 50% employer match about $215,001 at 4% or $143,334 at 6%; with 100% employer match about $161,251 at 4% or $107,501 at 6%.
Montebello Association 401K Plan-32$1,569,040$205,864$6,433iApproximate average salary by contribution assumption: employee only about $160,831 at 4% or $107,221 at 6%; with 50% employer match about $107,221 at 4% or $71,481 at 6%; with 100% employer match about $80,416 at 4% or $53,610 at 6%.
2012129$1,281,589$275,119$9,487iApproximate average salary by contribution assumption: employee only about $237,172 at 4% or $158,114 at 6%; with 50% employer match about $158,114 at 4% or $105,410 at 6%; with 100% employer match about $118,586 at 4% or $79,057 at 6%.
Montebello Association 401K Plan-29$1,281,589$275,119$9,487iApproximate average salary by contribution assumption: employee only about $237,172 at 4% or $158,114 at 6%; with 50% employer match about $158,114 at 4% or $105,410 at 6%; with 100% employer match about $118,586 at 4% or $79,057 at 6%.
2011125$1,217,684$168,146$6,726iApproximate average salary by contribution assumption: employee only about $168,146 at 4% or $112,097 at 6%; with 50% employer match about $112,097 at 4% or $74,732 at 6%; with 100% employer match about $84,073 at 4% or $56,049 at 6%.
Montebello Association 401K Plan-25$1,217,684$168,146$6,726iApproximate average salary by contribution assumption: employee only about $168,146 at 4% or $112,097 at 6%; with 50% employer match about $112,097 at 4% or $74,732 at 6%; with 100% employer match about $84,073 at 4% or $56,049 at 6%.
2010125$1,243,083$157,846$6,314iApproximate average salary by contribution assumption: employee only about $157,846 at 4% or $105,231 at 6%; with 50% employer match about $105,231 at 4% or $70,154 at 6%; with 100% employer match about $78,923 at 4% or $52,615 at 6%.
Montebello Association 401K Plan-25$1,243,083$157,846$6,314iApproximate average salary by contribution assumption: employee only about $157,846 at 4% or $105,231 at 6%; with 50% employer match about $105,231 at 4% or $70,154 at 6%; with 100% employer match about $78,923 at 4% or $52,615 at 6%.
2009125$979,317$159,105$6,364iApproximate average salary by contribution assumption: employee only about $159,105 at 4% or $106,070 at 6%; with 50% employer match about $106,070 at 4% or $70,713 at 6%; with 100% employer match about $79,553 at 4% or $53,035 at 6%.
Montebello Association 401K Plan-25$979,317$159,105$6,364iApproximate average salary by contribution assumption: employee only about $159,105 at 4% or $106,070 at 6%; with 50% employer match about $106,070 at 4% or $70,713 at 6%; with 100% employer match about $79,553 at 4% or $53,035 at 6%.
2008152$691,741$171,750$3,303iApproximate average salary by contribution assumption: employee only about $82,572 at 4% or $55,048 at 6%; with 50% employer match about $55,048 at 4% or $36,699 at 6%; with 100% employer match about $41,286 at 4% or $27,524 at 6%.
Montebello Association 401K Plan-52$691,741$171,750$3,303iApproximate average salary by contribution assumption: employee only about $82,572 at 4% or $55,048 at 6%; with 50% employer match about $55,048 at 4% or $36,699 at 6%; with 100% employer match about $41,286 at 4% or $27,524 at 6%.
2007148$772,781$178,908$3,727iApproximate average salary by contribution assumption: employee only about $93,181 at 4% or $62,121 at 6%; with 50% employer match about $62,121 at 4% or $41,414 at 6%; with 100% employer match about $46,591 at 4% or $31,060 at 6%.
Montebello Association 401K Plan-48$772,781$178,908$3,727iApproximate average salary by contribution assumption: employee only about $93,181 at 4% or $62,121 at 6%; with 50% employer match about $62,121 at 4% or $41,414 at 6%; with 100% employer match about $46,591 at 4% or $31,060 at 6%.
2006146$615,265$134,648$2,927iApproximate average salary by contribution assumption: employee only about $73,178 at 4% or $48,786 at 6%; with 50% employer match about $48,786 at 4% or $32,524 at 6%; with 100% employer match about $36,589 at 4% or $24,393 at 6%.
Montebello Association 401K Plan-46$615,265$134,648$2,927iApproximate average salary by contribution assumption: employee only about $73,178 at 4% or $48,786 at 6%; with 50% employer match about $48,786 at 4% or $32,524 at 6%; with 100% employer match about $36,589 at 4% or $24,393 at 6%.
2005150$415,976$62,631$1,253iApproximate average salary by contribution assumption: employee only about $31,315 at 4% or $20,877 at 6%; with 50% employer match about $20,877 at 4% or $13,918 at 6%; with 100% employer match about $15,658 at 4% or $10,439 at 6%.
Montebello Association 401K Plan-50$415,976$62,631$1,253iApproximate average salary by contribution assumption: employee only about $31,315 at 4% or $20,877 at 6%; with 50% employer match about $20,877 at 4% or $13,918 at 6%; with 100% employer match about $15,658 at 4% or $10,439 at 6%.
2004145$358,865$58,785$1,306iApproximate average salary by contribution assumption: employee only about $32,658 at 4% or $21,772 at 6%; with 50% employer match about $21,772 at 4% or $14,515 at 6%; with 100% employer match about $16,329 at 4% or $10,886 at 6%.
Montebello Association 401K Plan-45$358,865$58,785$1,306iApproximate average salary by contribution assumption: employee only about $32,658 at 4% or $21,772 at 6%; with 50% employer match about $21,772 at 4% or $14,515 at 6%; with 100% employer match about $16,329 at 4% or $10,886 at 6%.
2003150$275,265$51,757$1,035iApproximate average salary by contribution assumption: employee only about $25,879 at 4% or $17,252 at 6%; with 50% employer match about $17,252 at 4% or $11,502 at 6%; with 100% employer match about $12,939 at 4% or $8,626 at 6%.
Montebello Association 401K Plan-50$275,265$51,757$1,035iApproximate average salary by contribution assumption: employee only about $25,879 at 4% or $17,252 at 6%; with 50% employer match about $17,252 at 4% or $11,502 at 6%; with 100% employer match about $12,939 at 4% or $8,626 at 6%.
2002148$187,299$52,775$1,099iApproximate average salary by contribution assumption: employee only about $27,487 at 4% or $18,325 at 6%; with 50% employer match about $18,325 at 4% or $12,216 at 6%; with 100% employer match about $13,743 at 4% or $9,162 at 6%.
Montebello Association 401K Plan-48$187,299$52,775$1,099iApproximate average salary by contribution assumption: employee only about $27,487 at 4% or $18,325 at 6%; with 50% employer match about $18,325 at 4% or $12,216 at 6%; with 100% employer match about $13,743 at 4% or $9,162 at 6%.
2001150$180,847$45,604$912iApproximate average salary by contribution assumption: employee only about $22,802 at 4% or $15,201 at 6%; with 50% employer match about $15,201 at 4% or $10,134 at 6%; with 100% employer match about $11,401 at 4% or $7,601 at 6%.
Montebello Association 401K Plan-50$180,847$45,604$912iApproximate average salary by contribution assumption: employee only about $22,802 at 4% or $15,201 at 6%; with 50% employer match about $15,201 at 4% or $10,134 at 6%; with 100% employer match about $11,401 at 4% or $7,601 at 6%.
2000163$135,539$34,341$545iApproximate average salary by contribution assumption: employee only about $13,627 at 4% or $9,085 at 6%; with 50% employer match about $9,085 at 4% or $6,057 at 6%; with 100% employer match about $6,814 at 4% or $4,542 at 6%.
Montebello Association 401K Plan-63$135,539$34,341$545iApproximate average salary by contribution assumption: employee only about $13,627 at 4% or $9,085 at 6%; with 50% employer match about $9,085 at 4% or $6,057 at 6%; with 100% employer match about $6,814 at 4% or $4,542 at 6%.
1999159$0$0-
Montebello Association 401K Plan-59---