Civic Intelligence

Montague-Betts Company

Plan context: Montague Betts Company 401K Plan

EIN 54-0600930 • Lynchburg, VA • 23 filings • 2 plans

634B Wyndhurst DriveLynchburg, VA 24502
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$3,446,000

2024 Contributions

$76,500

Historical Graphs

Total Assets Over Time

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

$3,446,000$1,723,000$0200220132024YearValue
$3,446,000Latest year 2024

Participants Over Time

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

630200220132024YearValue
1Latest 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
202411$3,446,000$76,500$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
Montague Betts Company 401K Plan-1$3,446,000$76,500$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
202311$3,057,539$73,500$73,500iApproximate average salary by contribution assumption: employee only about $1,837,500 at 4% or $1,225,000 at 6%; with 50% employer match about $1,225,000 at 4% or $816,667 at 6%; with 100% employer match about $918,750 at 4% or $612,500 at 6%.
Montague Betts Company 401K Plan-1$3,057,539$73,500$73,500iApproximate average salary by contribution assumption: employee only about $1,837,500 at 4% or $1,225,000 at 6%; with 50% employer match about $1,225,000 at 4% or $816,667 at 6%; with 100% employer match about $918,750 at 4% or $612,500 at 6%.
202211$2,751,400$54,089$54,089iApproximate average salary by contribution assumption: employee only about $1,352,225 at 4% or $901,483 at 6%; with 50% employer match about $901,483 at 4% or $600,989 at 6%; with 100% employer match about $676,113 at 4% or $450,742 at 6%.
Montague Betts Company 401K Plan-1$2,751,400$54,089$54,089iApproximate average salary by contribution assumption: employee only about $1,352,225 at 4% or $901,483 at 6%; with 50% employer match about $901,483 at 4% or $600,989 at 6%; with 100% employer match about $676,113 at 4% or $450,742 at 6%.
202111$3,062,626$36,809$36,809iApproximate average salary by contribution assumption: employee only about $920,225 at 4% or $613,483 at 6%; with 50% employer match about $613,483 at 4% or $408,989 at 6%; with 100% employer match about $460,113 at 4% or $306,742 at 6%.
Montague Betts Company 401K Plan-1$3,062,626$36,809$36,809iApproximate average salary by contribution assumption: employee only about $920,225 at 4% or $613,483 at 6%; with 50% employer match about $613,483 at 4% or $408,989 at 6%; with 100% employer match about $460,113 at 4% or $306,742 at 6%.
202013$2,809,426$62,269$20,756iApproximate average salary by contribution assumption: employee only about $518,908 at 4% or $345,939 at 6%; with 50% employer match about $345,939 at 4% or $230,626 at 6%; with 100% employer match about $259,454 at 4% or $172,969 at 6%.
Montague Betts Company 401K Plan-3$2,809,426$62,269$20,756iApproximate average salary by contribution assumption: employee only about $518,908 at 4% or $345,939 at 6%; with 50% employer match about $345,939 at 4% or $230,626 at 6%; with 100% employer match about $259,454 at 4% or $172,969 at 6%.
201913$2,442,678$60,135$20,045iApproximate average salary by contribution assumption: employee only about $501,125 at 4% or $334,083 at 6%; with 50% employer match about $334,083 at 4% or $222,722 at 6%; with 100% employer match about $250,563 at 4% or $167,042 at 6%.
Montague Betts Company 401K Plan-3$2,442,678$60,135$20,045iApproximate average salary by contribution assumption: employee only about $501,125 at 4% or $334,083 at 6%; with 50% employer match about $334,083 at 4% or $222,722 at 6%; with 100% employer match about $250,563 at 4% or $167,042 at 6%.
201813$2,121,311$58,036$19,345iApproximate average salary by contribution assumption: employee only about $483,633 at 4% or $322,422 at 6%; with 50% employer match about $322,422 at 4% or $214,948 at 6%; with 100% employer match about $241,817 at 4% or $161,211 at 6%.
Montague Betts Company 401K Plan-3$2,121,311$58,036$19,345iApproximate average salary by contribution assumption: employee only about $483,633 at 4% or $322,422 at 6%; with 50% employer match about $322,422 at 4% or $214,948 at 6%; with 100% employer match about $241,817 at 4% or $161,211 at 6%.
201713$2,134,341$57,749$19,250iApproximate average salary by contribution assumption: employee only about $481,242 at 4% or $320,828 at 6%; with 50% employer match about $320,828 at 4% or $213,885 at 6%; with 100% employer match about $240,621 at 4% or $160,414 at 6%.
Montague Betts Company 401K Plan-3$2,134,341$57,749$19,250iApproximate average salary by contribution assumption: employee only about $481,242 at 4% or $320,828 at 6%; with 50% employer match about $320,828 at 4% or $213,885 at 6%; with 100% employer match about $240,621 at 4% or $160,414 at 6%.
201613$1,933,484$57,669$19,223iApproximate average salary by contribution assumption: employee only about $480,575 at 4% or $320,383 at 6%; with 50% employer match about $320,383 at 4% or $213,589 at 6%; with 100% employer match about $240,288 at 4% or $160,192 at 6%.
Montague Betts Company 401K Plan-3$1,933,484$57,669$19,223iApproximate average salary by contribution assumption: employee only about $480,575 at 4% or $320,383 at 6%; with 50% employer match about $320,383 at 4% or $213,589 at 6%; with 100% employer match about $240,288 at 4% or $160,192 at 6%.
201513$1,858,278$53,179$17,726iApproximate average salary by contribution assumption: employee only about $443,158 at 4% or $295,439 at 6%; with 50% employer match about $295,439 at 4% or $196,959 at 6%; with 100% employer match about $221,579 at 4% or $147,719 at 6%.
Montague Betts Company 401K Plan-3$1,858,278$53,179$17,726iApproximate average salary by contribution assumption: employee only about $443,158 at 4% or $295,439 at 6%; with 50% employer match about $295,439 at 4% or $196,959 at 6%; with 100% employer match about $221,579 at 4% or $147,719 at 6%.
201414$1,850,452$55,416$13,854iApproximate average salary by contribution assumption: employee only about $346,350 at 4% or $230,900 at 6%; with 50% employer match about $230,900 at 4% or $153,933 at 6%; with 100% employer match about $173,175 at 4% or $115,450 at 6%.
Montague Betts Company 401K Plan-4$1,850,452$55,416$13,854iApproximate average salary by contribution assumption: employee only about $346,350 at 4% or $230,900 at 6%; with 50% employer match about $230,900 at 4% or $153,933 at 6%; with 100% employer match about $173,175 at 4% or $115,450 at 6%.
201314$1,689,554$53,945$13,486iApproximate average salary by contribution assumption: employee only about $337,156 at 4% or $224,771 at 6%; with 50% employer match about $224,771 at 4% or $149,847 at 6%; with 100% employer match about $168,578 at 4% or $112,385 at 6%.
Montague Betts Company 401K Plan-4$1,689,554$53,945$13,486iApproximate average salary by contribution assumption: employee only about $337,156 at 4% or $224,771 at 6%; with 50% employer match about $224,771 at 4% or $149,847 at 6%; with 100% employer match about $168,578 at 4% or $112,385 at 6%.
201214$1,448,417$60,982$15,246iApproximate average salary by contribution assumption: employee only about $381,138 at 4% or $254,092 at 6%; with 50% employer match about $254,092 at 4% or $169,394 at 6%; with 100% employer match about $190,569 at 4% or $127,046 at 6%.
Montague Betts Company 401K Plan-4$1,448,417$60,982$15,246iApproximate average salary by contribution assumption: employee only about $381,138 at 4% or $254,092 at 6%; with 50% employer match about $254,092 at 4% or $169,394 at 6%; with 100% employer match about $190,569 at 4% or $127,046 at 6%.
201114$1,260,992$56,326$14,082iApproximate average salary by contribution assumption: employee only about $352,038 at 4% or $234,692 at 6%; with 50% employer match about $234,692 at 4% or $156,461 at 6%; with 100% employer match about $176,019 at 4% or $117,346 at 6%.
Montague Betts Company 401K Plan-4$1,260,992$56,326$14,082iApproximate average salary by contribution assumption: employee only about $352,038 at 4% or $234,692 at 6%; with 50% employer match about $234,692 at 4% or $156,461 at 6%; with 100% employer match about $176,019 at 4% or $117,346 at 6%.
201016$1,234,915$63,029$10,505iApproximate average salary by contribution assumption: employee only about $262,621 at 4% or $175,081 at 6%; with 50% employer match about $175,081 at 4% or $116,720 at 6%; with 100% employer match about $131,310 at 4% or $87,540 at 6%.
Montague Betts Company 401K Plan-6$1,234,915$63,029$10,505iApproximate average salary by contribution assumption: employee only about $262,621 at 4% or $175,081 at 6%; with 50% employer match about $175,081 at 4% or $116,720 at 6%; with 100% employer match about $131,310 at 4% or $87,540 at 6%.
200916$1,138,966$34,724$5,787iApproximate average salary by contribution assumption: employee only about $144,683 at 4% or $96,456 at 6%; with 50% employer match about $96,456 at 4% or $64,304 at 6%; with 100% employer match about $72,342 at 4% or $48,228 at 6%.
Montague Betts Company 401K Plan-6$1,138,966$34,724$5,787iApproximate average salary by contribution assumption: employee only about $144,683 at 4% or $96,456 at 6%; with 50% employer match about $96,456 at 4% or $64,304 at 6%; with 100% employer match about $72,342 at 4% or $48,228 at 6%.
200812$913,363$0-
Montague Betts Company 401K Plan-2$913,363--
200712$1,319,667$0-
Montague Betts Company 401K Plan-2$1,319,667--
200612$1,085,388$7,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Montague Betts Company 401K Plan-2$1,085,388$7,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200512$967,882$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Montague Betts Company 401K Plan-2$967,882$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200412$856,080$17,334$8,667iApproximate average salary by contribution assumption: employee only about $216,675 at 4% or $144,450 at 6%; with 50% employer match about $144,450 at 4% or $96,300 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%.
Montague Betts Company 401K Plan-2$856,080$17,334$8,667iApproximate average salary by contribution assumption: employee only about $216,675 at 4% or $144,450 at 6%; with 50% employer match about $144,450 at 4% or $96,300 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%.
200312$774,913$715,364$357,682iApproximate average salary by contribution assumption: employee only about $8,942,050 at 4% or $5,961,367 at 6%; with 50% employer match about $5,961,367 at 4% or $3,974,244 at 6%; with 100% employer match about $4,471,025 at 4% or $2,980,683 at 6%.
Montague Betts Company 401K Plan-2$774,913$715,364$357,682iApproximate average salary by contribution assumption: employee only about $8,942,050 at 4% or $5,961,367 at 6%; with 50% employer match about $5,961,367 at 4% or $3,974,244 at 6%; with 100% employer match about $4,471,025 at 4% or $2,980,683 at 6%.
200211$16,000$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Montague Betts Company 401K Plan-1$16,000$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.