Civic Intelligence

C. Calvert Montgomery & Associates Inc.

Plan context: C. Calvert Montgomery & Associates Inc. Profit Sharing Trust

EIN 59-0836714 • Stuart, FL • 18 filings • 2 plans

P. O. Box 92Stuart, FL 34995
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$385,926

2016 Contributions

$6,404

Historical Graphs

Total Assets Over Time

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

$513,071$256,536$0199920092016YearValue
$385,926Latest year 2016

Participants Over Time

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

530199920082016YearValue
5Latest year 2016

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
201615$385,926$0-
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$385,926$0-
201515$379,314$0-
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$379,314$0-
201415$391,191$0-
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$391,191$0-
201315$391,617$0-
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$391,617$0-
201215$490,987$0-
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$490,987$0-
201115$479,451$0-
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$479,451$0-
201015$509,210$6,404$1,281iApproximate average salary by contribution assumption: employee only about $32,020 at 4% or $21,347 at 6%; with 50% employer match about $21,347 at 4% or $14,231 at 6%; with 100% employer match about $16,010 at 4% or $10,673 at 6%.
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$509,210$6,404$1,281iApproximate average salary by contribution assumption: employee only about $32,020 at 4% or $21,347 at 6%; with 50% employer match about $21,347 at 4% or $14,231 at 6%; with 100% employer match about $16,010 at 4% or $10,673 at 6%.
200915$513,071$6,404$1,281iApproximate average salary by contribution assumption: employee only about $32,020 at 4% or $21,347 at 6%; with 50% employer match about $21,347 at 4% or $14,231 at 6%; with 100% employer match about $16,010 at 4% or $10,673 at 6%.
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$513,071$6,404$1,281iApproximate average salary by contribution assumption: employee only about $32,020 at 4% or $21,347 at 6%; with 50% employer match about $21,347 at 4% or $14,231 at 6%; with 100% employer match about $16,010 at 4% or $10,673 at 6%.
200815$511,930$8,404$1,681iApproximate average salary by contribution assumption: employee only about $42,020 at 4% or $28,013 at 6%; with 50% employer match about $28,013 at 4% or $18,676 at 6%; with 100% employer match about $21,010 at 4% or $14,007 at 6%.
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$511,930$8,404$1,681iApproximate average salary by contribution assumption: employee only about $42,020 at 4% or $28,013 at 6%; with 50% employer match about $28,013 at 4% or $18,676 at 6%; with 100% employer match about $21,010 at 4% or $14,007 at 6%.
200715$508,127$27,404$5,481iApproximate average salary by contribution assumption: employee only about $137,020 at 4% or $91,347 at 6%; with 50% employer match about $91,347 at 4% or $60,898 at 6%; with 100% employer match about $68,510 at 4% or $45,673 at 6%.
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$508,127$27,404$5,481iApproximate average salary by contribution assumption: employee only about $137,020 at 4% or $91,347 at 6%; with 50% employer match about $91,347 at 4% or $60,898 at 6%; with 100% employer match about $68,510 at 4% or $45,673 at 6%.
200615$476,199$21,404$4,281iApproximate average salary by contribution assumption: employee only about $107,020 at 4% or $71,347 at 6%; with 50% employer match about $71,347 at 4% or $47,564 at 6%; with 100% employer match about $53,510 at 4% or $35,673 at 6%.
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$476,199$21,404$4,281iApproximate average salary by contribution assumption: employee only about $107,020 at 4% or $71,347 at 6%; with 50% employer match about $71,347 at 4% or $47,564 at 6%; with 100% employer match about $53,510 at 4% or $35,673 at 6%.
200515$437,979$36,404$7,281iApproximate average salary by contribution assumption: employee only about $182,020 at 4% or $121,347 at 6%; with 50% employer match about $121,347 at 4% or $80,898 at 6%; with 100% employer match about $91,010 at 4% or $60,673 at 6%.
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$437,979$36,404$7,281iApproximate average salary by contribution assumption: employee only about $182,020 at 4% or $121,347 at 6%; with 50% employer match about $121,347 at 4% or $80,898 at 6%; with 100% employer match about $91,010 at 4% or $60,673 at 6%.
200415$388,842$36,544$7,309iApproximate average salary by contribution assumption: employee only about $182,720 at 4% or $121,813 at 6%; with 50% employer match about $121,813 at 4% or $81,209 at 6%; with 100% employer match about $91,360 at 4% or $60,907 at 6%.
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$388,842$36,544$7,309iApproximate average salary by contribution assumption: employee only about $182,720 at 4% or $121,813 at 6%; with 50% employer match about $121,813 at 4% or $81,209 at 6%; with 100% employer match about $91,360 at 4% or $60,907 at 6%.
200315$355,161$31,404$6,281iApproximate average salary by contribution assumption: employee only about $157,020 at 4% or $104,680 at 6%; with 50% employer match about $104,680 at 4% or $69,787 at 6%; with 100% employer match about $78,510 at 4% or $52,340 at 6%.
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$355,161$31,404$6,281iApproximate average salary by contribution assumption: employee only about $157,020 at 4% or $104,680 at 6%; with 50% employer match about $104,680 at 4% or $69,787 at 6%; with 100% employer match about $78,510 at 4% or $52,340 at 6%.
200215$0$0-
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5---
200115$0$0-
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5---
199925$433,444$16,404$3,281iApproximate average salary by contribution assumption: employee only about $82,020 at 4% or $54,680 at 6%; with 50% employer match about $54,680 at 4% or $36,453 at 6%; with 100% employer match about $41,010 at 4% or $27,340 at 6%.
C. Calvert Montgomery & Associates Inc. Pension Trust-4$377,062--
C. Calvert Montgomery & Associates Inc. Profit Sharing Trust-5$56,382$16,404$3,281iApproximate average salary by contribution assumption: employee only about $82,020 at 4% or $54,680 at 6%; with 50% employer match about $54,680 at 4% or $36,453 at 6%; with 100% employer match about $41,010 at 4% or $27,340 at 6%.