Civic Intelligence

David Monn LLC

Plan context: DAVID MONN, LLC CASH BALANCE PLAN

EIN 57-1201845 • New York, NY • 31 filings • 4 plans

150 West 28th StreetSuite 1402New York, NY 10001
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$4,413,602

2024 Contributions

$209,195

Historical Graphs

Total Assets Over Time

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

$4,413,602$2,206,801$0200620162024YearValue
$4,413,602Latest year 2024

Participants Over Time

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

23120200620152024YearValue
18Latest 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
2024218$4,413,602$209,195$11,622iApproximate average salary by contribution assumption: employee only about $290,549 at 4% or $193,699 at 6%; with 50% employer match about $193,699 at 4% or $129,133 at 6%; with 100% employer match about $145,274 at 4% or $96,850 at 6%.
DAVID MONN, LLC CASH BALANCE PLAN-14$2,235,633$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
David Monn, Profit Sharing Plan-18$2,177,969$109,195$6,066iApproximate average salary by contribution assumption: employee only about $151,660 at 4% or $101,106 at 6%; with 50% employer match about $101,106 at 4% or $67,404 at 6%; with 100% employer match about $75,830 at 4% or $50,553 at 6%.
2023223$3,855,509$196,759$8,555iApproximate average salary by contribution assumption: employee only about $213,868 at 4% or $142,579 at 6%; with 50% employer match about $142,579 at 4% or $95,053 at 6%; with 100% employer match about $106,934 at 4% or $71,289 at 6%.
David Monn, Profit Sharing Plan-23$1,933,974$96,759$4,207iApproximate average salary by contribution assumption: employee only about $105,173 at 4% or $70,115 at 6%; with 50% employer match about $70,115 at 4% or $46,743 at 6%; with 100% employer match about $52,586 at 4% or $35,058 at 6%.
DAVID MONN, LLC CASH BALANCE PLAN-14$1,921,535$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2022219$3,143,408$436,874$22,993iApproximate average salary by contribution assumption: employee only about $574,834 at 4% or $383,223 at 6%; with 50% employer match about $383,223 at 4% or $255,482 at 6%; with 100% employer match about $287,417 at 4% or $191,611 at 6%.
DAVID MONN, LLC CASH BALANCE PLAN-9$1,585,275$350,000$38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%.
David Monn, Profit Sharing Plan-19$1,558,133$86,874$4,572iApproximate average salary by contribution assumption: employee only about $114,308 at 4% or $76,205 at 6%; with 50% employer match about $76,205 at 4% or $50,804 at 6%; with 100% employer match about $57,154 at 4% or $38,103 at 6%.
2021219$3,193,303$82,550$4,345iApproximate average salary by contribution assumption: employee only about $108,618 at 4% or $72,412 at 6%; with 50% employer match about $72,412 at 4% or $48,275 at 6%; with 100% employer match about $54,309 at 4% or $36,206 at 6%.
David Monn, Profit Sharing Plan-19$1,742,735$82,550$4,345iApproximate average salary by contribution assumption: employee only about $108,618 at 4% or $72,412 at 6%; with 50% employer match about $72,412 at 4% or $48,275 at 6%; with 100% employer match about $54,309 at 4% or $36,206 at 6%.
DAVID MONN, LLC CASH BALANCE PLAN-9$1,450,568$0-
2020220$2,603,619$0-
David Monn, Profit Sharing Plan-20$1,353,006$0-
DAVID MONN, LLC CASH BALANCE PLAN-10$1,250,613$0-
2019222$2,478,364$188,801$8,582iApproximate average salary by contribution assumption: employee only about $214,547 at 4% or $143,031 at 6%; with 50% employer match about $143,031 at 4% or $95,354 at 6%; with 100% employer match about $107,273 at 4% or $71,516 at 6%.
David Monn, Profit Sharing Plan-22$1,276,831$117,508$5,341iApproximate average salary by contribution assumption: employee only about $133,532 at 4% or $89,021 at 6%; with 50% employer match about $89,021 at 4% or $59,347 at 6%; with 100% employer match about $66,766 at 4% or $44,511 at 6%.
DAVID MONN, LLC CASH BALANCE PLAN-15$1,201,533$71,293$4,753iApproximate average salary by contribution assumption: employee only about $118,822 at 4% or $79,214 at 6%; with 50% employer match about $79,214 at 4% or $52,810 at 6%; with 100% employer match about $59,411 at 4% or $39,607 at 6%.
2018221$1,868,727$228,655$10,888iApproximate average salary by contribution assumption: employee only about $272,208 at 4% or $181,472 at 6%; with 50% employer match about $181,472 at 4% or $120,981 at 6%; with 100% employer match about $136,104 at 4% or $90,736 at 6%.
DAVID MONN CASH BALANCE PLAN-14$956,014$156,686$11,192iApproximate average salary by contribution assumption: employee only about $279,796 at 4% or $186,531 at 6%; with 50% employer match about $186,531 at 4% or $124,354 at 6%; with 100% employer match about $139,898 at 4% or $93,265 at 6%.
David Monn, Profit Sharing Plan-21$912,713$71,969$3,427iApproximate average salary by contribution assumption: employee only about $85,677 at 4% or $57,118 at 6%; with 50% employer match about $57,118 at 4% or $38,079 at 6%; with 100% employer match about $42,839 at 4% or $28,559 at 6%.
2017223$1,758,773$202,247$8,793iApproximate average salary by contribution assumption: employee only about $219,834 at 4% or $146,556 at 6%; with 50% employer match about $146,556 at 4% or $97,704 at 6%; with 100% employer match about $109,917 at 4% or $73,278 at 6%.
David Monn, Profit Sharing Plan-23$904,373$50,050$2,176iApproximate average salary by contribution assumption: employee only about $54,402 at 4% or $36,268 at 6%; with 50% employer match about $36,268 at 4% or $24,179 at 6%; with 100% employer match about $27,201 at 4% or $18,134 at 6%.
DAVID MONN CASH BALANCE PLAN-10$854,400$152,197$15,220iApproximate average salary by contribution assumption: employee only about $380,493 at 4% or $253,662 at 6%; with 50% employer match about $253,662 at 4% or $169,108 at 6%; with 100% employer match about $190,246 at 4% or $126,831 at 6%.
2016218$1,330,341$207,423$11,524iApproximate average salary by contribution assumption: employee only about $288,088 at 4% or $192,058 at 6%; with 50% employer match about $192,058 at 4% or $128,039 at 6%; with 100% employer match about $144,044 at 4% or $96,029 at 6%.
David Monn, Profit Sharing Plan-18$712,666$58,607$3,256iApproximate average salary by contribution assumption: employee only about $81,399 at 4% or $54,266 at 6%; with 50% employer match about $54,266 at 4% or $36,177 at 6%; with 100% employer match about $40,699 at 4% or $27,133 at 6%.
DAVID MONN CASH BALANCE PLAN-8$617,675$148,816$18,602iApproximate average salary by contribution assumption: employee only about $465,050 at 4% or $310,033 at 6%; with 50% employer match about $310,033 at 4% or $206,689 at 6%; with 100% employer match about $232,525 at 4% or $155,017 at 6%.
2015215$1,057,751$187,189$12,479iApproximate average salary by contribution assumption: employee only about $311,982 at 4% or $207,988 at 6%; with 50% employer match about $207,988 at 4% or $138,659 at 6%; with 100% employer match about $155,991 at 4% or $103,994 at 6%.
David Monn, Profit Sharing Plan-15$616,052$42,148$2,810iApproximate average salary by contribution assumption: employee only about $70,247 at 4% or $46,831 at 6%; with 50% employer match about $46,831 at 4% or $31,221 at 6%; with 100% employer match about $35,123 at 4% or $23,416 at 6%.
DAVID MONN CASH BALANCE PLAN-5$441,699$145,041$29,008iApproximate average salary by contribution assumption: employee only about $725,205 at 4% or $483,470 at 6%; with 50% employer match about $483,470 at 4% or $322,313 at 6%; with 100% employer match about $362,603 at 4% or $241,735 at 6%.
2014212$859,235$232,342$19,362iApproximate average salary by contribution assumption: employee only about $484,046 at 4% or $322,697 at 6%; with 50% employer match about $322,697 at 4% or $215,131 at 6%; with 100% employer match about $242,023 at 4% or $161,349 at 6%.
David Monn, Profit Sharing Plan-12$567,562$87,364$7,280iApproximate average salary by contribution assumption: employee only about $182,008 at 4% or $121,339 at 6%; with 50% employer match about $121,339 at 4% or $80,893 at 6%; with 100% employer match about $91,004 at 4% or $60,669 at 6%.
DAVID MONN CASH BALANCE PLAN-4$291,673$144,978$36,245iApproximate average salary by contribution assumption: employee only about $906,113 at 4% or $604,075 at 6%; with 50% employer match about $604,075 at 4% or $402,717 at 6%; with 100% employer match about $453,056 at 4% or $302,038 at 6%.
201327$590,625$220,268$31,467iApproximate average salary by contribution assumption: employee only about $786,671 at 4% or $524,448 at 6%; with 50% employer match about $524,448 at 4% or $349,632 at 6%; with 100% employer match about $393,336 at 4% or $262,224 at 6%.
David Monn, Profit Sharing Plan-7$450,678$80,321$11,474iApproximate average salary by contribution assumption: employee only about $286,861 at 4% or $191,240 at 6%; with 50% employer match about $191,240 at 4% or $127,494 at 6%; with 100% employer match about $143,430 at 4% or $95,620 at 6%.
DAVID MONN, LLC CASH BALANCE PLAN-4$139,947$139,947$34,987iApproximate average salary by contribution assumption: employee only about $874,669 at 4% or $583,113 at 6%; with 50% employer match about $583,113 at 4% or $388,742 at 6%; with 100% employer match about $437,334 at 4% or $291,556 at 6%.
201216$305,828$53,050$8,842iApproximate average salary by contribution assumption: employee only about $221,042 at 4% or $147,361 at 6%; with 50% employer match about $147,361 at 4% or $98,241 at 6%; with 100% employer match about $110,521 at 4% or $73,681 at 6%.
David Monn, Profit Sharing Plan-6$305,828$53,050$8,842iApproximate average salary by contribution assumption: employee only about $221,042 at 4% or $147,361 at 6%; with 50% employer match about $147,361 at 4% or $98,241 at 6%; with 100% employer match about $110,521 at 4% or $73,681 at 6%.
201116$249,613$50,950$8,492iApproximate average salary by contribution assumption: employee only about $212,292 at 4% or $141,528 at 6%; with 50% employer match about $141,528 at 4% or $94,352 at 6%; with 100% employer match about $106,146 at 4% or $70,764 at 6%.
David Monn, Profit Sharing Plan-6$249,613$50,950$8,492iApproximate average salary by contribution assumption: employee only about $212,292 at 4% or $141,528 at 6%; with 50% employer match about $141,528 at 4% or $94,352 at 6%; with 100% employer match about $106,146 at 4% or $70,764 at 6%.
201016$199,317$0-
David Monn, Profit Sharing Plan-6$199,317$0-
200916$205,367$53,314$8,886iApproximate average salary by contribution assumption: employee only about $222,142 at 4% or $148,094 at 6%; with 50% employer match about $148,094 at 4% or $98,730 at 6%; with 100% employer match about $111,071 at 4% or $74,047 at 6%.
David Monn, Profit Sharing Plan-6$205,367$53,314$8,886iApproximate average salary by contribution assumption: employee only about $222,142 at 4% or $148,094 at 6%; with 50% employer match about $148,094 at 4% or $98,730 at 6%; with 100% employer match about $111,071 at 4% or $74,047 at 6%.
200816$155,459$53,749$8,958iApproximate average salary by contribution assumption: employee only about $223,954 at 4% or $149,303 at 6%; with 50% employer match about $149,303 at 4% or $99,535 at 6%; with 100% employer match about $111,977 at 4% or $74,651 at 6%.
David Monn, Profit Sharing Plan-6$155,459$53,749$8,958iApproximate average salary by contribution assumption: employee only about $223,954 at 4% or $149,303 at 6%; with 50% employer match about $149,303 at 4% or $99,535 at 6%; with 100% employer match about $111,977 at 4% or $74,651 at 6%.
200714$0$0-
David Monn, Profit Sharing Plan-4---
200613$48,368$48,368$16,123iApproximate average salary by contribution assumption: employee only about $403,067 at 4% or $268,711 at 6%; with 50% employer match about $268,711 at 4% or $179,141 at 6%; with 100% employer match about $201,533 at 4% or $134,356 at 6%.
David Monn, Profit Sharing Plan-3$48,368$48,368$16,123iApproximate average salary by contribution assumption: employee only about $403,067 at 4% or $268,711 at 6%; with 50% employer match about $268,711 at 4% or $179,141 at 6%; with 100% employer match about $201,533 at 4% or $134,356 at 6%.