Civic Intelligence

Montlick & Associates PC.

Plan context: Montlick & Associates PC. 401K Plan & Trust

EIN 58-1570193 • Atlanta, GA • 37 filings • 8 plans

6400 Powers Ferry Rd Ste 112Atlanta, GA 30339-2907
Current Snapshot

Latest Year

2024

2024 Participants

161

2024 Assets

$8,799,532

2024 Contributions

$628,883

Historical Graphs

Total Assets Over Time

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

$8,799,532$4,399,766$0199920122020YearValue
$8,799,532Latest year 2020

Participants Over Time

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

2011010199920122024YearValue
161Latest 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
20241161$0$0-
Montlick & Associates PC. Wrap Welfare Benefit Plan-161---
20231187$0$0-
Montlick & Associates PC. Wrap Welfare Benefit Plan-187---
20221155$0$0-
Montlick & Associates PC. Wrap Welfare Benefit Plan-155---
20212155$0$628,883$4,057iApproximate average salary by contribution assumption: employee only about $101,433 at 4% or $67,622 at 6%; with 50% employer match about $67,622 at 4% or $45,081 at 6%; with 100% employer match about $50,716 at 4% or $33,811 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-155---
Montlick & Associates PC. 401K Plan & Trust-0-$628,883-
20202169$8,799,532$782,434$4,630iApproximate average salary by contribution assumption: employee only about $115,745 at 4% or $77,163 at 6%; with 50% employer match about $77,163 at 4% or $51,442 at 6%; with 100% employer match about $57,872 at 4% or $38,582 at 6%.
Montlick & Associates PC. 401K Plan & Trust-169$8,799,532$782,434$4,630iApproximate average salary by contribution assumption: employee only about $115,745 at 4% or $77,163 at 6%; with 50% employer match about $77,163 at 4% or $51,442 at 6%; with 100% employer match about $57,872 at 4% or $38,582 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-105---
20192168$7,364,049$829,355$4,937iApproximate average salary by contribution assumption: employee only about $123,416 at 4% or $82,277 at 6%; with 50% employer match about $82,277 at 4% or $54,852 at 6%; with 100% employer match about $61,708 at 4% or $41,139 at 6%.
Montlick & Associates PC. 401K Plan & Trust-168$7,364,049$829,355$4,937iApproximate average salary by contribution assumption: employee only about $123,416 at 4% or $82,277 at 6%; with 50% employer match about $82,277 at 4% or $54,852 at 6%; with 100% employer match about $61,708 at 4% or $41,139 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-142---
20182159$5,515,034$815,723$5,130iApproximate average salary by contribution assumption: employee only about $128,258 at 4% or $85,506 at 6%; with 50% employer match about $85,506 at 4% or $57,004 at 6%; with 100% employer match about $64,129 at 4% or $42,753 at 6%.
Montlick & Associates PC. 401K Plan & Trust-159$5,515,034$815,723$5,130iApproximate average salary by contribution assumption: employee only about $128,258 at 4% or $85,506 at 6%; with 50% employer match about $85,506 at 4% or $57,004 at 6%; with 100% employer match about $64,129 at 4% or $42,753 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-146---
20172201$5,286,345$729,174$3,628iApproximate average salary by contribution assumption: employee only about $90,693 at 4% or $60,462 at 6%; with 50% employer match about $60,462 at 4% or $40,308 at 6%; with 100% employer match about $45,347 at 4% or $30,231 at 6%.
Montlick & Associates PC. 401K Plan & Trust-165$5,286,345$729,174$4,419iApproximate average salary by contribution assumption: employee only about $110,481 at 4% or $73,654 at 6%; with 50% employer match about $73,654 at 4% or $49,103 at 6%; with 100% employer match about $55,240 at 4% or $36,827 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-201---
20162161$4,164,796$579,692$3,601iApproximate average salary by contribution assumption: employee only about $90,014 at 4% or $60,010 at 6%; with 50% employer match about $60,010 at 4% or $40,006 at 6%; with 100% employer match about $45,007 at 4% or $30,005 at 6%.
Montlick & Associates PC. 401K Plan & Trust-161$4,164,796$579,692$3,601iApproximate average salary by contribution assumption: employee only about $90,014 at 4% or $60,010 at 6%; with 50% employer match about $60,010 at 4% or $40,006 at 6%; with 100% employer match about $45,007 at 4% or $30,005 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-157---
20152143$3,569,828$516,265$3,610iApproximate average salary by contribution assumption: employee only about $90,256 at 4% or $60,171 at 6%; with 50% employer match about $60,171 at 4% or $40,114 at 6%; with 100% employer match about $45,128 at 4% or $30,085 at 6%.
Montlick & Associates PC. 401K Plan & Trust-139$3,569,828$516,265$3,714iApproximate average salary by contribution assumption: employee only about $92,853 at 4% or $61,902 at 6%; with 50% employer match about $61,902 at 4% or $41,268 at 6%; with 100% employer match about $46,427 at 4% or $30,951 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-143---
20142144$3,159,822$477,471$3,316iApproximate average salary by contribution assumption: employee only about $82,894 at 4% or $55,263 at 6%; with 50% employer match about $55,263 at 4% or $36,842 at 6%; with 100% employer match about $41,447 at 4% or $27,631 at 6%.
Montlick & Associates PC. 401K Plan & Trust-142$3,159,822$477,471$3,362iApproximate average salary by contribution assumption: employee only about $84,062 at 4% or $56,041 at 6%; with 50% employer match about $56,041 at 4% or $37,361 at 6%; with 100% employer match about $42,031 at 4% or $28,021 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-144---
20132132$2,605,868$307,161$2,327iApproximate average salary by contribution assumption: employee only about $58,174 at 4% or $38,783 at 6%; with 50% employer match about $38,783 at 4% or $25,855 at 6%; with 100% employer match about $29,087 at 4% or $19,391 at 6%.
Montlick & Associates PC. 401K Plan & Trust-132$2,605,868$307,161$2,327iApproximate average salary by contribution assumption: employee only about $58,174 at 4% or $38,783 at 6%; with 50% employer match about $38,783 at 4% or $25,855 at 6%; with 100% employer match about $29,087 at 4% or $19,391 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-129---
20122120$2,251,449$253,075$2,109iApproximate average salary by contribution assumption: employee only about $52,724 at 4% or $35,149 at 6%; with 50% employer match about $35,149 at 4% or $23,433 at 6%; with 100% employer match about $26,362 at 4% or $17,575 at 6%.
Montlick & Associates PC. 401K Plan & Trust-73$2,251,449$253,075$3,467iApproximate average salary by contribution assumption: employee only about $86,670 at 4% or $57,780 at 6%; with 50% employer match about $57,780 at 4% or $38,520 at 6%; with 100% employer match about $43,335 at 4% or $28,890 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-120---
20112120$1,930,336$226,960$1,891iApproximate average salary by contribution assumption: employee only about $47,283 at 4% or $31,522 at 6%; with 50% employer match about $31,522 at 4% or $21,015 at 6%; with 100% employer match about $23,642 at 4% or $15,761 at 6%.
Montlick & Associates PC. 401K Plan & Trust-34$1,930,336$226,960$6,675iApproximate average salary by contribution assumption: employee only about $166,882 at 4% or $111,255 at 6%; with 50% employer match about $111,255 at 4% or $74,170 at 6%; with 100% employer match about $83,441 at 4% or $55,627 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-120---
20102105$1,881,637$227,067$2,163iApproximate average salary by contribution assumption: employee only about $54,064 at 4% or $36,042 at 6%; with 50% employer match about $36,042 at 4% or $24,028 at 6%; with 100% employer match about $27,032 at 4% or $18,021 at 6%.
Montlick & Associates PC. 401K Plan & Trust-35$1,881,637$227,067$6,488iApproximate average salary by contribution assumption: employee only about $162,191 at 4% or $108,127 at 6%; with 50% employer match about $108,127 at 4% or $72,085 at 6%; with 100% employer match about $81,095 at 4% or $54,064 at 6%.
Montlick & Associates PC. Wrap Welfare Benefit Plan-105---
2009134$1,482,126$223,310$6,568iApproximate average salary by contribution assumption: employee only about $164,199 at 4% or $109,466 at 6%; with 50% employer match about $109,466 at 4% or $72,977 at 6%; with 100% employer match about $82,099 at 4% or $54,733 at 6%.
Montlick & Associates PC. 401K Plan & Trust-34$1,482,126$223,310$6,568iApproximate average salary by contribution assumption: employee only about $164,199 at 4% or $109,466 at 6%; with 50% employer match about $109,466 at 4% or $72,977 at 6%; with 100% employer match about $82,099 at 4% or $54,733 at 6%.
2008179$1,031,383$222,308$2,814iApproximate average salary by contribution assumption: employee only about $70,351 at 4% or $46,900 at 6%; with 50% employer match about $46,900 at 4% or $31,267 at 6%; with 100% employer match about $35,175 at 4% or $23,450 at 6%.
Montlick & Associates PC. 401K Plan & Trust-79$1,031,383$222,308$2,814iApproximate average salary by contribution assumption: employee only about $70,351 at 4% or $46,900 at 6%; with 50% employer match about $46,900 at 4% or $31,267 at 6%; with 100% employer match about $35,175 at 4% or $23,450 at 6%.
2007173$0$0-
Montlick & Associates PC. 401K Plan & Trust-73---
2006167$1,115,010$201,375$3,006iApproximate average salary by contribution assumption: employee only about $75,140 at 4% or $50,093 at 6%; with 50% employer match about $50,093 at 4% or $33,396 at 6%; with 100% employer match about $37,570 at 4% or $25,047 at 6%.
Montlick & Associates PC. 401K Plan & Trust-67$1,115,010$201,375$3,006iApproximate average salary by contribution assumption: employee only about $75,140 at 4% or $50,093 at 6%; with 50% employer match about $50,093 at 4% or $33,396 at 6%; with 100% employer match about $37,570 at 4% or $25,047 at 6%.
2005170$834,234$188,536$2,693iApproximate average salary by contribution assumption: employee only about $67,334 at 4% or $44,890 at 6%; with 50% employer match about $44,890 at 4% or $29,926 at 6%; with 100% employer match about $33,667 at 4% or $22,445 at 6%.
Montlick & Associates PC. 401K Plan & Trust-70$834,234$188,536$2,693iApproximate average salary by contribution assumption: employee only about $67,334 at 4% or $44,890 at 6%; with 50% employer match about $44,890 at 4% or $29,926 at 6%; with 100% employer match about $33,667 at 4% or $22,445 at 6%.
2003160$548,359$139,444$2,324iApproximate average salary by contribution assumption: employee only about $58,102 at 4% or $38,734 at 6%; with 50% employer match about $38,734 at 4% or $25,823 at 6%; with 100% employer match about $29,051 at 4% or $19,367 at 6%.
Montlick & Associates PC. 401K Plan & Trust-60$548,359$139,444$2,324iApproximate average salary by contribution assumption: employee only about $58,102 at 4% or $38,734 at 6%; with 50% employer match about $38,734 at 4% or $25,823 at 6%; with 100% employer match about $29,051 at 4% or $19,367 at 6%.
2002152$325,139$111,189$2,138iApproximate average salary by contribution assumption: employee only about $53,456 at 4% or $35,638 at 6%; with 50% employer match about $35,638 at 4% or $23,758 at 6%; with 100% employer match about $26,728 at 4% or $17,819 at 6%.
Montlick & Associates PC. 401K Plan & Trust-52$325,139$111,189$2,138iApproximate average salary by contribution assumption: employee only about $53,456 at 4% or $35,638 at 6%; with 50% employer match about $35,638 at 4% or $23,758 at 6%; with 100% employer match about $26,728 at 4% or $17,819 at 6%.
2001138$0$0-
Montlick & Associates PC. 401K Plan & Trust-38---
2000136$0$0-
Montlick & Associates PC. 401K Plan & Trust-36---
1999149$241,580$72,422$1,478iApproximate average salary by contribution assumption: employee only about $36,950 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,317 at 6%.
Montlick & Associates PC. 401K Plan & Trust-49$241,580$72,422$1,478iApproximate average salary by contribution assumption: employee only about $36,950 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,317 at 6%.