Civic Intelligence

Montrose Finance Partners LLC

Plan context: Montrose Finance Partners LLC 401K Profit Sharing Plan

EIN 52-2361181 • 8 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

11

2007 Assets

$3,251,659

2007 Contributions

$84,593

Historical Graphs

Total Assets Over Time

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

$3,251,659$1,625,830$0200220042006YearValue
$3,251,659Latest year 2006

Participants Over Time

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

1580200220042006YearValue
11Latest year 2006

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
200710$0$84,593-
Montrose Finance Partners LLC 401K Profit Sharing Plan-0-$84,593-
2006111$3,251,659$361,294$32,845iApproximate average salary by contribution assumption: employee only about $821,123 at 4% or $547,415 at 6%; with 50% employer match about $547,415 at 4% or $364,943 at 6%; with 100% employer match about $410,561 at 4% or $273,708 at 6%.
Montrose Finance Partners LLC 401K Profit Sharing Plan-11$3,251,659$361,294$32,845iApproximate average salary by contribution assumption: employee only about $821,123 at 4% or $547,415 at 6%; with 50% employer match about $547,415 at 4% or $364,943 at 6%; with 100% employer match about $410,561 at 4% or $273,708 at 6%.
2005114$2,542,231$397,040$28,360iApproximate average salary by contribution assumption: employee only about $709,000 at 4% or $472,667 at 6%; with 50% employer match about $472,667 at 4% or $315,111 at 6%; with 100% employer match about $354,500 at 4% or $236,333 at 6%.
Montrose Finance Partners LLC 401K Profit Sharing Plan-14$2,542,231$397,040$28,360iApproximate average salary by contribution assumption: employee only about $709,000 at 4% or $472,667 at 6%; with 50% employer match about $472,667 at 4% or $315,111 at 6%; with 100% employer match about $354,500 at 4% or $236,333 at 6%.
2004115$2,091,852$368,516$24,568iApproximate average salary by contribution assumption: employee only about $614,193 at 4% or $409,462 at 6%; with 50% employer match about $409,462 at 4% or $272,975 at 6%; with 100% employer match about $307,097 at 4% or $204,731 at 6%.
Montrose Finance Partners LLC 401K Profit Sharing Plan-15$2,091,852$368,516$24,568iApproximate average salary by contribution assumption: employee only about $614,193 at 4% or $409,462 at 6%; with 50% employer match about $409,462 at 4% or $272,975 at 6%; with 100% employer match about $307,097 at 4% or $204,731 at 6%.
2003214$1,287,743$485,363$34,669iApproximate average salary by contribution assumption: employee only about $866,720 at 4% or $577,813 at 6%; with 50% employer match about $577,813 at 4% or $385,209 at 6%; with 100% employer match about $433,360 at 4% or $288,907 at 6%.
Montrose Finance Partners LLC 401K Profit Sharing Plan-14$1,287,743$403,871$28,848iApproximate average salary by contribution assumption: employee only about $721,198 at 4% or $480,799 at 6%; with 50% employer match about $480,799 at 4% or $320,533 at 6%; with 100% employer match about $360,599 at 4% or $240,399 at 6%.
MONTROSE FINANCE PARTNERS LLC MONEY PURCHASE PENSION PLAN-0-$81,492-
2002214$566,541$393,902$28,136iApproximate average salary by contribution assumption: employee only about $703,396 at 4% or $468,931 at 6%; with 50% employer match about $468,931 at 4% or $312,621 at 6%; with 100% employer match about $351,698 at 4% or $234,465 at 6%.
Montrose Finance Partners LLC 401K Profit Sharing Plan-14$451,356$323,843$23,132iApproximate average salary by contribution assumption: employee only about $578,291 at 4% or $385,527 at 6%; with 50% employer match about $385,527 at 4% or $257,018 at 6%; with 100% employer match about $289,146 at 4% or $192,764 at 6%.
MONTROSE FINANCE PARTNERS LLC MONEY PURCHASE PENSION PLAN-14$115,185$70,059$5,004iApproximate average salary by contribution assumption: employee only about $125,105 at 4% or $83,404 at 6%; with 50% employer match about $83,404 at 4% or $55,602 at 6%; with 100% employer match about $62,553 at 4% or $41,702 at 6%.