Civic Intelligence

Montello & Associates, P.A.

Plan context: Montello Defined Benefit Plan

EIN 54-2138945 • Aventura, FL • 24 filings • 2 plans

2750 N.e. 185th Street, Suite 201Aventura, FL 33180
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,394,281

2024 Contributions

$24,059

Historical Graphs

Total Assets Over Time

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

$1,396,112$698,056$0201320192024YearValue
$1,394,281Latest year 2024

Participants Over Time

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

740201320192024YearValue
3Latest 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
202423$1,394,281$0-
Montello Defined Benefit Plan-2$1,215,189--
Montello 401(K) Plan-3$179,092$0-
202323$1,396,112$24,059$8,020iApproximate average salary by contribution assumption: employee only about $200,492 at 4% or $133,661 at 6%; with 50% employer match about $133,661 at 4% or $89,107 at 6%; with 100% employer match about $100,246 at 4% or $66,831 at 6%.
Montello Defined Benefit Plan-2$1,214,985$21,809$10,905iApproximate average salary by contribution assumption: employee only about $272,613 at 4% or $181,742 at 6%; with 50% employer match about $181,742 at 4% or $121,161 at 6%; with 100% employer match about $136,306 at 4% or $90,871 at 6%.
Montello 401(K) Plan-3$181,127$2,250$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
202225$1,383,610$33,160$6,632iApproximate average salary by contribution assumption: employee only about $165,800 at 4% or $110,533 at 6%; with 50% employer match about $110,533 at 4% or $73,689 at 6%; with 100% employer match about $82,900 at 4% or $55,267 at 6%.
Montello Defined Benefit Plan-3$1,192,724$25,403$8,468iApproximate average salary by contribution assumption: employee only about $211,692 at 4% or $141,128 at 6%; with 50% employer match about $141,128 at 4% or $94,085 at 6%; with 100% employer match about $105,846 at 4% or $70,564 at 6%.
Montello 401(K) Plan-5$190,886$7,757$1,551iApproximate average salary by contribution assumption: employee only about $38,785 at 4% or $25,857 at 6%; with 50% employer match about $25,857 at 4% or $17,238 at 6%; with 100% employer match about $19,393 at 4% or $12,928 at 6%.
202127$1,355,236$90,679$12,954iApproximate average salary by contribution assumption: employee only about $323,854 at 4% or $215,902 at 6%; with 50% employer match about $215,902 at 4% or $143,935 at 6%; with 100% employer match about $161,927 at 4% or $107,951 at 6%.
Montello Defined Benefit Plan-3$1,167,174$87,435$29,145iApproximate average salary by contribution assumption: employee only about $728,625 at 4% or $485,750 at 6%; with 50% employer match about $485,750 at 4% or $323,833 at 6%; with 100% employer match about $364,313 at 4% or $242,875 at 6%.
Montello 401(K) Plan-7$188,062$3,244$463iApproximate average salary by contribution assumption: employee only about $11,586 at 4% or $7,724 at 6%; with 50% employer match about $7,724 at 4% or $5,149 at 6%; with 100% employer match about $5,793 at 4% or $3,862 at 6%.
202027$1,262,600$96,219$13,746iApproximate average salary by contribution assumption: employee only about $343,639 at 4% or $229,093 at 6%; with 50% employer match about $229,093 at 4% or $152,729 at 6%; with 100% employer match about $171,820 at 4% or $114,546 at 6%.
Montello Defined Benefit Plan-2$1,079,737$96,219$48,110iApproximate average salary by contribution assumption: employee only about $1,202,738 at 4% or $801,825 at 6%; with 50% employer match about $801,825 at 4% or $534,550 at 6%; with 100% employer match about $601,369 at 4% or $400,913 at 6%.
Montello 401(K) Plan-7$182,863$0-
201926$1,217,049$56,238$9,373iApproximate average salary by contribution assumption: employee only about $234,325 at 4% or $156,217 at 6%; with 50% employer match about $156,217 at 4% or $104,144 at 6%; with 100% employer match about $117,163 at 4% or $78,108 at 6%.
Montello Defined Benefit Plan-2$983,502$55,122$27,561iApproximate average salary by contribution assumption: employee only about $689,025 at 4% or $459,350 at 6%; with 50% employer match about $459,350 at 4% or $306,233 at 6%; with 100% employer match about $344,513 at 4% or $229,675 at 6%.
Montello 401(K) Plan-6$233,547$1,116$186iApproximate average salary by contribution assumption: employee only about $4,650 at 4% or $3,100 at 6%; with 50% employer match about $3,100 at 4% or $2,067 at 6%; with 100% employer match about $2,325 at 4% or $1,550 at 6%.
201825$1,148,240$92,877$18,575iApproximate average salary by contribution assumption: employee only about $464,385 at 4% or $309,590 at 6%; with 50% employer match about $309,590 at 4% or $206,393 at 6%; with 100% employer match about $232,193 at 4% or $154,795 at 6%.
Montello Defined Benefit Plan-2$926,269$66,995$33,498iApproximate average salary by contribution assumption: employee only about $837,438 at 4% or $558,292 at 6%; with 50% employer match about $558,292 at 4% or $372,194 at 6%; with 100% employer match about $418,719 at 4% or $279,146 at 6%.
Montello 401(K) Plan-5$221,971$25,882$5,176iApproximate average salary by contribution assumption: employee only about $129,410 at 4% or $86,273 at 6%; with 50% employer match about $86,273 at 4% or $57,516 at 6%; with 100% employer match about $64,705 at 4% or $43,137 at 6%.
201727$1,073,256$62,401$8,914iApproximate average salary by contribution assumption: employee only about $222,861 at 4% or $148,574 at 6%; with 50% employer match about $148,574 at 4% or $99,049 at 6%; with 100% employer match about $111,430 at 4% or $74,287 at 6%.
Montello Defined Benefit Plan-6$856,873$56,220$9,370iApproximate average salary by contribution assumption: employee only about $234,250 at 4% or $156,167 at 6%; with 50% employer match about $156,167 at 4% or $104,111 at 6%; with 100% employer match about $117,125 at 4% or $78,083 at 6%.
Montello 401(K) Plan-7$216,383$6,181$883iApproximate average salary by contribution assumption: employee only about $22,075 at 4% or $14,717 at 6%; with 50% employer match about $14,717 at 4% or $9,811 at 6%; with 100% employer match about $11,038 at 4% or $7,358 at 6%.
201626$1,007,551$302,809$50,468iApproximate average salary by contribution assumption: employee only about $1,261,704 at 4% or $841,136 at 6%; with 50% employer match about $841,136 at 4% or $560,757 at 6%; with 100% employer match about $630,852 at 4% or $420,568 at 6%.
Montello Defined Benefit Plan-5$800,280$242,949$48,590iApproximate average salary by contribution assumption: employee only about $1,214,745 at 4% or $809,830 at 6%; with 50% employer match about $809,830 at 4% or $539,887 at 6%; with 100% employer match about $607,373 at 4% or $404,915 at 6%.
Montello 401(K) Plan-6$207,271$59,860$9,977iApproximate average salary by contribution assumption: employee only about $249,417 at 4% or $166,278 at 6%; with 50% employer match about $166,278 at 4% or $110,852 at 6%; with 100% employer match about $124,708 at 4% or $83,139 at 6%.
201523$708,372$253,305$84,435iApproximate average salary by contribution assumption: employee only about $2,110,875 at 4% or $1,407,250 at 6%; with 50% employer match about $1,407,250 at 4% or $938,167 at 6%; with 100% employer match about $1,055,438 at 4% or $703,625 at 6%.
Montello Defined Benefit Plan-3$557,293$205,419$68,473iApproximate average salary by contribution assumption: employee only about $1,711,825 at 4% or $1,141,217 at 6%; with 50% employer match about $1,141,217 at 4% or $760,811 at 6%; with 100% employer match about $855,913 at 4% or $570,608 at 6%.
Montello 401(K) Plan-3$151,079$47,886$15,962iApproximate average salary by contribution assumption: employee only about $399,050 at 4% or $266,033 at 6%; with 50% employer match about $266,033 at 4% or $177,356 at 6%; with 100% employer match about $199,525 at 4% or $133,017 at 6%.
201424$449,199$218,869$54,717iApproximate average salary by contribution assumption: employee only about $1,367,931 at 4% or $911,954 at 6%; with 50% employer match about $911,954 at 4% or $607,969 at 6%; with 100% employer match about $683,966 at 4% or $455,977 at 6%.
Montello Defined Benefit Plan-3$351,850$173,875$57,958iApproximate average salary by contribution assumption: employee only about $1,448,958 at 4% or $965,972 at 6%; with 50% employer match about $965,972 at 4% or $643,981 at 6%; with 100% employer match about $724,479 at 4% or $482,986 at 6%.
Montello 401(K) Plan-4$97,349$44,994$11,249iApproximate average salary by contribution assumption: employee only about $281,213 at 4% or $187,475 at 6%; with 50% employer match about $187,475 at 4% or $124,983 at 6%; with 100% employer match about $140,606 at 4% or $93,738 at 6%.
201324$230,265$230,265$57,566iApproximate average salary by contribution assumption: employee only about $1,439,156 at 4% or $959,438 at 6%; with 50% employer match about $959,438 at 4% or $639,625 at 6%; with 100% employer match about $719,578 at 4% or $479,719 at 6%.
Montello Defined Benefit Plan-4$177,970$177,970$44,493iApproximate average salary by contribution assumption: employee only about $1,112,313 at 4% or $741,542 at 6%; with 50% employer match about $741,542 at 4% or $494,361 at 6%; with 100% employer match about $556,156 at 4% or $370,771 at 6%.
Montello 401(K) Plan-4$52,295$52,295$13,074iApproximate average salary by contribution assumption: employee only about $326,844 at 4% or $217,896 at 6%; with 50% employer match about $217,896 at 4% or $145,264 at 6%; with 100% employer match about $163,422 at 4% or $108,948 at 6%.