Civic Intelligence

Monticello Square Limited Partnership

Plan context: Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian

EIN 54-0847513 • Warrenton, VA • 21 filings • 10 plans

8074 Summerfield Hills DrWarrenton, VA 20186-7343
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$1,570,570

2021 Contributions

$77,792

Historical Graphs

Total Assets Over Time

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

$1,570,570$785,285$0199920112021YearValue
$1,570,570Latest year 2021

Participants Over Time

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

1260199920102021YearValue
8Latest year 2021

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
202118$1,570,570$77,792$9,724iApproximate average salary by contribution assumption: employee only about $243,100 at 4% or $162,067 at 6%; with 50% employer match about $162,067 at 4% or $108,044 at 6%; with 100% employer match about $121,550 at 4% or $81,033 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-8$1,570,570$77,792$9,724iApproximate average salary by contribution assumption: employee only about $243,100 at 4% or $162,067 at 6%; with 50% employer match about $162,067 at 4% or $108,044 at 6%; with 100% employer match about $121,550 at 4% or $81,033 at 6%.
202017$1,179,488$72,171$10,310iApproximate average salary by contribution assumption: employee only about $257,754 at 4% or $171,836 at 6%; with 50% employer match about $171,836 at 4% or $114,557 at 6%; with 100% employer match about $128,877 at 4% or $85,918 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-7$1,179,488$72,171$10,310iApproximate average salary by contribution assumption: employee only about $257,754 at 4% or $171,836 at 6%; with 50% employer match about $171,836 at 4% or $114,557 at 6%; with 100% employer match about $128,877 at 4% or $85,918 at 6%.
2019111$1,302,297$373,430$33,948iApproximate average salary by contribution assumption: employee only about $848,705 at 4% or $565,803 at 6%; with 50% employer match about $565,803 at 4% or $377,202 at 6%; with 100% employer match about $424,352 at 4% or $282,902 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-11$1,302,297$373,430$33,948iApproximate average salary by contribution assumption: employee only about $848,705 at 4% or $565,803 at 6%; with 50% employer match about $565,803 at 4% or $377,202 at 6%; with 100% employer match about $424,352 at 4% or $282,902 at 6%.
2018111$978,136-$22,537-
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-11$978,136-$22,537-
2017112$1,022,099$184,248$15,354iApproximate average salary by contribution assumption: employee only about $383,850 at 4% or $255,900 at 6%; with 50% employer match about $255,900 at 4% or $170,600 at 6%; with 100% employer match about $191,925 at 4% or $127,950 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-12$1,022,099$184,248$15,354iApproximate average salary by contribution assumption: employee only about $383,850 at 4% or $255,900 at 6%; with 50% employer match about $255,900 at 4% or $170,600 at 6%; with 100% employer match about $191,925 at 4% or $127,950 at 6%.
2016112$859,767$71,709$5,976iApproximate average salary by contribution assumption: employee only about $149,394 at 4% or $99,596 at 6%; with 50% employer match about $99,596 at 4% or $66,397 at 6%; with 100% employer match about $74,697 at 4% or $49,798 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-12$859,767$71,709$5,976iApproximate average salary by contribution assumption: employee only about $149,394 at 4% or $99,596 at 6%; with 50% employer match about $99,596 at 4% or $66,397 at 6%; with 100% employer match about $74,697 at 4% or $49,798 at 6%.
2015110$548,402$44,603$4,460iApproximate average salary by contribution assumption: employee only about $111,508 at 4% or $74,338 at 6%; with 50% employer match about $74,338 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,169 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-10$548,402$44,603$4,460iApproximate average salary by contribution assumption: employee only about $111,508 at 4% or $74,338 at 6%; with 50% employer match about $74,338 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,169 at 6%.
2014110$687,315$50,468$5,047iApproximate average salary by contribution assumption: employee only about $126,170 at 4% or $84,113 at 6%; with 50% employer match about $84,113 at 4% or $56,076 at 6%; with 100% employer match about $63,085 at 4% or $42,057 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-10$687,315$50,468$5,047iApproximate average salary by contribution assumption: employee only about $126,170 at 4% or $84,113 at 6%; with 50% employer match about $84,113 at 4% or $56,076 at 6%; with 100% employer match about $63,085 at 4% or $42,057 at 6%.
201215$516,487$30,046$6,009iApproximate average salary by contribution assumption: employee only about $150,230 at 4% or $100,153 at 6%; with 50% employer match about $100,153 at 4% or $66,769 at 6%; with 100% employer match about $75,115 at 4% or $50,077 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-5$516,487$30,046$6,009iApproximate average salary by contribution assumption: employee only about $150,230 at 4% or $100,153 at 6%; with 50% employer match about $100,153 at 4% or $66,769 at 6%; with 100% employer match about $75,115 at 4% or $50,077 at 6%.
201117$541,563$39,049$5,578iApproximate average salary by contribution assumption: employee only about $139,461 at 4% or $92,974 at 6%; with 50% employer match about $92,974 at 4% or $61,983 at 6%; with 100% employer match about $69,730 at 4% or $46,487 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-7$541,563$39,049$5,578iApproximate average salary by contribution assumption: employee only about $139,461 at 4% or $92,974 at 6%; with 50% employer match about $92,974 at 4% or $61,983 at 6%; with 100% employer match about $69,730 at 4% or $46,487 at 6%.
201014$500,556$24,840$6,210iApproximate average salary by contribution assumption: employee only about $155,250 at 4% or $103,500 at 6%; with 50% employer match about $103,500 at 4% or $69,000 at 6%; with 100% employer match about $77,625 at 4% or $51,750 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-4$500,556$24,840$6,210iApproximate average salary by contribution assumption: employee only about $155,250 at 4% or $103,500 at 6%; with 50% employer match about $103,500 at 4% or $69,000 at 6%; with 100% employer match about $77,625 at 4% or $51,750 at 6%.
200914$475,917$29,267$7,317iApproximate average salary by contribution assumption: employee only about $182,919 at 4% or $121,946 at 6%; with 50% employer match about $121,946 at 4% or $81,297 at 6%; with 100% employer match about $91,459 at 4% or $60,973 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-4$475,917$29,267$7,317iApproximate average salary by contribution assumption: employee only about $182,919 at 4% or $121,946 at 6%; with 50% employer match about $121,946 at 4% or $81,297 at 6%; with 100% employer match about $91,459 at 4% or $60,973 at 6%.
200715$0$0-
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-5---
200615$351,986$30,465$6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-5$351,986$30,465$6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%.
200515$349,679$30,488$6,098iApproximate average salary by contribution assumption: employee only about $152,440 at 4% or $101,627 at 6%; with 50% employer match about $101,627 at 4% or $67,751 at 6%; with 100% employer match about $76,220 at 4% or $50,813 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-5$349,679$30,488$6,098iApproximate average salary by contribution assumption: employee only about $152,440 at 4% or $101,627 at 6%; with 50% employer match about $101,627 at 4% or $67,751 at 6%; with 100% employer match about $76,220 at 4% or $50,813 at 6%.
200414$310,157$19,620$4,905iApproximate average salary by contribution assumption: employee only about $122,625 at 4% or $81,750 at 6%; with 50% employer match about $81,750 at 4% or $54,500 at 6%; with 100% employer match about $61,313 at 4% or $40,875 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-4$310,157$19,620$4,905iApproximate average salary by contribution assumption: employee only about $122,625 at 4% or $81,750 at 6%; with 50% employer match about $81,750 at 4% or $54,500 at 6%; with 100% employer match about $61,313 at 4% or $40,875 at 6%.
200314$287,648$19,785$4,946iApproximate average salary by contribution assumption: employee only about $123,656 at 4% or $82,438 at 6%; with 50% employer match about $82,438 at 4% or $54,958 at 6%; with 100% employer match about $61,828 at 4% or $41,219 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-4$287,648$19,785$4,946iApproximate average salary by contribution assumption: employee only about $123,656 at 4% or $82,438 at 6%; with 50% employer match about $82,438 at 4% or $54,958 at 6%; with 100% employer match about $61,828 at 4% or $41,219 at 6%.
200214$276,140$20,164$5,041iApproximate average salary by contribution assumption: employee only about $126,025 at 4% or $84,017 at 6%; with 50% employer match about $84,017 at 4% or $56,011 at 6%; with 100% employer match about $63,013 at 4% or $42,008 at 6%.
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-4$276,140$20,164$5,041iApproximate average salary by contribution assumption: employee only about $126,025 at 4% or $84,017 at 6%; with 50% employer match about $84,017 at 4% or $56,011 at 6%; with 100% employer match about $63,013 at 4% or $42,008 at 6%.
200114$0$0-
Monticello Square Ltd Partnership/Psp Davenport @ Co LLC Custodian-4---
200014$223,678$17,564$4,391iApproximate average salary by contribution assumption: employee only about $109,775 at 4% or $73,183 at 6%; with 50% employer match about $73,183 at 4% or $48,789 at 6%; with 100% employer match about $54,888 at 4% or $36,592 at 6%.
Mouticello Square Limited Partnership-Fredericksburb Savings Bank Profit Sharing Trust-4$223,678$17,564$4,391iApproximate average salary by contribution assumption: employee only about $109,775 at 4% or $73,183 at 6%; with 50% employer match about $73,183 at 4% or $48,789 at 6%; with 100% employer match about $54,888 at 4% or $36,592 at 6%.
199914$195,742$17,167$4,292iApproximate average salary by contribution assumption: employee only about $107,294 at 4% or $71,529 at 6%; with 50% employer match about $71,529 at 4% or $47,686 at 6%; with 100% employer match about $53,647 at 4% or $35,765 at 6%.
Mouticello Square Limited Partnership-Fredericksburb Savings Bank Profit Sharing Trust-4$195,742$17,167$4,292iApproximate average salary by contribution assumption: employee only about $107,294 at 4% or $71,529 at 6%; with 50% employer match about $71,529 at 4% or $47,686 at 6%; with 100% employer match about $53,647 at 4% or $35,765 at 6%.