Pelaez and Montane, P.A.
Plan context: Pelaez and Montane, P.A. 401K Savings Plan
EIN 59-1976747 • Brandon, FL • 24 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
18
2023 Assets
$3,639,277
2023 Contributions
$29,068
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $29,068 | - |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 0 | $0 | $29,068 | - |
| 2022 | 1 | 18 | $3,639,277 | $111,930 | $6,218iApproximate average salary by contribution assumption: employee only about $155,458 at 4% or $103,639 at 6%; with 50% employer match about $103,639 at 4% or $69,093 at 6%; with 100% employer match about $77,729 at 4% or $51,819 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 18 | $3,639,277 | $111,930 | $6,218iApproximate average salary by contribution assumption: employee only about $155,458 at 4% or $103,639 at 6%; with 50% employer match about $103,639 at 4% or $69,093 at 6%; with 100% employer match about $77,729 at 4% or $51,819 at 6%. |
| 2021 | 1 | 16 | $3,999,012 | $110,076 | $6,880iApproximate average salary by contribution assumption: employee only about $171,994 at 4% or $114,663 at 6%; with 50% employer match about $114,663 at 4% or $76,442 at 6%; with 100% employer match about $85,997 at 4% or $57,331 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 16 | $3,999,012 | $110,076 | $6,880iApproximate average salary by contribution assumption: employee only about $171,994 at 4% or $114,663 at 6%; with 50% employer match about $114,663 at 4% or $76,442 at 6%; with 100% employer match about $85,997 at 4% or $57,331 at 6%. |
| 2020 | 1 | 17 | $3,477,429 | $107,988 | $6,352iApproximate average salary by contribution assumption: employee only about $158,806 at 4% or $105,871 at 6%; with 50% employer match about $105,871 at 4% or $70,580 at 6%; with 100% employer match about $79,403 at 4% or $52,935 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 17 | $3,477,429 | $107,988 | $6,352iApproximate average salary by contribution assumption: employee only about $158,806 at 4% or $105,871 at 6%; with 50% employer match about $105,871 at 4% or $70,580 at 6%; with 100% employer match about $79,403 at 4% or $52,935 at 6%. |
| 2019 | 1 | 16 | $3,029,896 | $100,481 | $6,280iApproximate average salary by contribution assumption: employee only about $157,002 at 4% or $104,668 at 6%; with 50% employer match about $104,668 at 4% or $69,778 at 6%; with 100% employer match about $78,501 at 4% or $52,334 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 16 | $3,029,896 | $100,481 | $6,280iApproximate average salary by contribution assumption: employee only about $157,002 at 4% or $104,668 at 6%; with 50% employer match about $104,668 at 4% or $69,778 at 6%; with 100% employer match about $78,501 at 4% or $52,334 at 6%. |
| 2018 | 1 | 16 | $2,549,312 | $143,636 | $8,977iApproximate average salary by contribution assumption: employee only about $224,431 at 4% or $149,621 at 6%; with 50% employer match about $149,621 at 4% or $99,747 at 6%; with 100% employer match about $112,216 at 4% or $74,810 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 16 | $2,549,312 | $143,636 | $8,977iApproximate average salary by contribution assumption: employee only about $224,431 at 4% or $149,621 at 6%; with 50% employer match about $149,621 at 4% or $99,747 at 6%; with 100% employer match about $112,216 at 4% or $74,810 at 6%. |
| 2017 | 1 | 16 | $2,579,798 | $103,257 | $6,454iApproximate average salary by contribution assumption: employee only about $161,339 at 4% or $107,559 at 6%; with 50% employer match about $107,559 at 4% or $71,706 at 6%; with 100% employer match about $80,670 at 4% or $53,780 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 16 | $2,579,798 | $103,257 | $6,454iApproximate average salary by contribution assumption: employee only about $161,339 at 4% or $107,559 at 6%; with 50% employer match about $107,559 at 4% or $71,706 at 6%; with 100% employer match about $80,670 at 4% or $53,780 at 6%. |
| 2016 | 1 | 17 | $2,198,345 | $98,142 | $5,773iApproximate average salary by contribution assumption: employee only about $144,326 at 4% or $96,218 at 6%; with 50% employer match about $96,218 at 4% or $64,145 at 6%; with 100% employer match about $72,163 at 4% or $48,109 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 17 | $2,198,345 | $98,142 | $5,773iApproximate average salary by contribution assumption: employee only about $144,326 at 4% or $96,218 at 6%; with 50% employer match about $96,218 at 4% or $64,145 at 6%; with 100% employer match about $72,163 at 4% or $48,109 at 6%. |
| 2015 | 1 | 18 | $2,075,917 | $99,213 | $5,512iApproximate average salary by contribution assumption: employee only about $137,796 at 4% or $91,864 at 6%; with 50% employer match about $91,864 at 4% or $61,243 at 6%; with 100% employer match about $68,898 at 4% or $45,932 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 18 | $2,075,917 | $99,213 | $5,512iApproximate average salary by contribution assumption: employee only about $137,796 at 4% or $91,864 at 6%; with 50% employer match about $91,864 at 4% or $61,243 at 6%; with 100% employer match about $68,898 at 4% or $45,932 at 6%. |
| 2014 | 1 | 30 | $2,046,731 | $117,670 | $3,922iApproximate average salary by contribution assumption: employee only about $98,058 at 4% or $65,372 at 6%; with 50% employer match about $65,372 at 4% or $43,581 at 6%; with 100% employer match about $49,029 at 4% or $32,686 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 30 | $2,046,731 | $117,670 | $3,922iApproximate average salary by contribution assumption: employee only about $98,058 at 4% or $65,372 at 6%; with 50% employer match about $65,372 at 4% or $43,581 at 6%; with 100% employer match about $49,029 at 4% or $32,686 at 6%. |
| 2013 | 1 | 30 | $1,825,682 | $102,149 | $3,405iApproximate average salary by contribution assumption: employee only about $85,124 at 4% or $56,749 at 6%; with 50% employer match about $56,749 at 4% or $37,833 at 6%; with 100% employer match about $42,562 at 4% or $28,375 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 30 | $1,825,682 | $102,149 | $3,405iApproximate average salary by contribution assumption: employee only about $85,124 at 4% or $56,749 at 6%; with 50% employer match about $56,749 at 4% or $37,833 at 6%; with 100% employer match about $42,562 at 4% or $28,375 at 6%. |
| 2012 | 1 | 33 | $1,490,022 | $111,453 | $3,377iApproximate average salary by contribution assumption: employee only about $84,434 at 4% or $56,289 at 6%; with 50% employer match about $56,289 at 4% or $37,526 at 6%; with 100% employer match about $42,217 at 4% or $28,145 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 33 | $1,490,022 | $111,453 | $3,377iApproximate average salary by contribution assumption: employee only about $84,434 at 4% or $56,289 at 6%; with 50% employer match about $56,289 at 4% or $37,526 at 6%; with 100% employer match about $42,217 at 4% or $28,145 at 6%. |
| 2011 | 1 | 21 | $1,233,524 | $92,163 | $4,389iApproximate average salary by contribution assumption: employee only about $109,718 at 4% or $73,145 at 6%; with 50% employer match about $73,145 at 4% or $48,763 at 6%; with 100% employer match about $54,859 at 4% or $36,573 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 21 | $1,233,524 | $92,163 | $4,389iApproximate average salary by contribution assumption: employee only about $109,718 at 4% or $73,145 at 6%; with 50% employer match about $73,145 at 4% or $48,763 at 6%; with 100% employer match about $54,859 at 4% or $36,573 at 6%. |
| 2010 | 1 | 16 | $1,168,179 | $97,255 | $6,078iApproximate average salary by contribution assumption: employee only about $151,961 at 4% or $101,307 at 6%; with 50% employer match about $101,307 at 4% or $67,538 at 6%; with 100% employer match about $75,980 at 4% or $50,654 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 16 | $1,168,179 | $97,255 | $6,078iApproximate average salary by contribution assumption: employee only about $151,961 at 4% or $101,307 at 6%; with 50% employer match about $101,307 at 4% or $67,538 at 6%; with 100% employer match about $75,980 at 4% or $50,654 at 6%. |
| 2009 | 1 | 15 | $1,012,057 | $147,106 | $9,807iApproximate average salary by contribution assumption: employee only about $245,177 at 4% or $163,451 at 6%; with 50% employer match about $163,451 at 4% or $108,967 at 6%; with 100% employer match about $122,588 at 4% or $81,726 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 15 | $1,012,057 | $147,106 | $9,807iApproximate average salary by contribution assumption: employee only about $245,177 at 4% or $163,451 at 6%; with 50% employer match about $163,451 at 4% or $108,967 at 6%; with 100% employer match about $122,588 at 4% or $81,726 at 6%. |
| 2008 | 1 | 18 | $714,153 | $109,013 | $6,056iApproximate average salary by contribution assumption: employee only about $151,407 at 4% or $100,938 at 6%; with 50% employer match about $100,938 at 4% or $67,292 at 6%; with 100% employer match about $75,703 at 4% or $50,469 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 18 | $714,153 | $109,013 | $6,056iApproximate average salary by contribution assumption: employee only about $151,407 at 4% or $100,938 at 6%; with 50% employer match about $100,938 at 4% or $67,292 at 6%; with 100% employer match about $75,703 at 4% or $50,469 at 6%. |
| 2007 | 1 | 25 | $851,702 | $93,117 | $3,725iApproximate average salary by contribution assumption: employee only about $93,117 at 4% or $62,078 at 6%; with 50% employer match about $62,078 at 4% or $41,385 at 6%; with 100% employer match about $46,559 at 4% or $31,039 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 25 | $851,702 | $93,117 | $3,725iApproximate average salary by contribution assumption: employee only about $93,117 at 4% or $62,078 at 6%; with 50% employer match about $62,078 at 4% or $41,385 at 6%; with 100% employer match about $46,559 at 4% or $31,039 at 6%. |
| 2005 | 1 | 25 | $631,090 | $75,655 | $3,026iApproximate average salary by contribution assumption: employee only about $75,655 at 4% or $50,437 at 6%; with 50% employer match about $50,437 at 4% or $33,624 at 6%; with 100% employer match about $37,828 at 4% or $25,218 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 25 | $631,090 | $75,655 | $3,026iApproximate average salary by contribution assumption: employee only about $75,655 at 4% or $50,437 at 6%; with 50% employer match about $50,437 at 4% or $33,624 at 6%; with 100% employer match about $37,828 at 4% or $25,218 at 6%. |
| 2004 | 1 | 27 | $529,709 | $75,758 | $2,806iApproximate average salary by contribution assumption: employee only about $70,146 at 4% or $46,764 at 6%; with 50% employer match about $46,764 at 4% or $31,176 at 6%; with 100% employer match about $35,073 at 4% or $23,382 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 27 | $529,709 | $75,758 | $2,806iApproximate average salary by contribution assumption: employee only about $70,146 at 4% or $46,764 at 6%; with 50% employer match about $46,764 at 4% or $31,176 at 6%; with 100% employer match about $35,073 at 4% or $23,382 at 6%. |
| 2003 | 1 | 23 | $409,903 | $53,366 | $2,320iApproximate average salary by contribution assumption: employee only about $58,007 at 4% or $38,671 at 6%; with 50% employer match about $38,671 at 4% or $25,781 at 6%; with 100% employer match about $29,003 at 4% or $19,336 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 23 | $409,903 | $53,366 | $2,320iApproximate average salary by contribution assumption: employee only about $58,007 at 4% or $38,671 at 6%; with 50% employer match about $38,671 at 4% or $25,781 at 6%; with 100% employer match about $29,003 at 4% or $19,336 at 6%. |
| 2002 | 1 | 23 | $303,771 | $50,058 | $2,176iApproximate average salary by contribution assumption: employee only about $54,411 at 4% or $36,274 at 6%; with 50% employer match about $36,274 at 4% or $24,183 at 6%; with 100% employer match about $27,205 at 4% or $18,137 at 6%. |
| PELAEZ AND MONTANE, P.A. 401K SAVINGS PLAN | - | 23 | $303,771 | $50,058 | $2,176iApproximate average salary by contribution assumption: employee only about $54,411 at 4% or $36,274 at 6%; with 50% employer match about $36,274 at 4% or $24,183 at 6%; with 100% employer match about $27,205 at 4% or $18,137 at 6%. |
| 2001 | 1 | 19 | $370,703 | $52,339 | $2,755iApproximate average salary by contribution assumption: employee only about $68,867 at 4% or $45,911 at 6%; with 50% employer match about $45,911 at 4% or $30,608 at 6%; with 100% employer match about $34,434 at 4% or $22,956 at 6%. |
| PELAEZ AND MONTANE, P.A. 401K SAVINGS PLAN | - | 19 | $370,703 | $52,339 | $2,755iApproximate average salary by contribution assumption: employee only about $68,867 at 4% or $45,911 at 6%; with 50% employer match about $45,911 at 4% or $30,608 at 6%; with 100% employer match about $34,434 at 4% or $22,956 at 6%. |
| 2000 | 1 | 19 | $382,619 | $77,624 | $4,085iApproximate average salary by contribution assumption: employee only about $102,137 at 4% or $68,091 at 6%; with 50% employer match about $68,091 at 4% or $45,394 at 6%; with 100% employer match about $51,068 at 4% or $34,046 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 19 | $382,619 | $77,624 | $4,085iApproximate average salary by contribution assumption: employee only about $102,137 at 4% or $68,091 at 6%; with 50% employer match about $68,091 at 4% or $45,394 at 6%; with 100% employer match about $51,068 at 4% or $34,046 at 6%. |
| 1999 | 1 | 12 | $354,393 | $81,104 | $6,759iApproximate average salary by contribution assumption: employee only about $168,967 at 4% or $112,644 at 6%; with 50% employer match about $112,644 at 4% or $75,096 at 6%; with 100% employer match about $84,483 at 4% or $56,322 at 6%. |
| Pelaez and Montane, P.A. 401K Savings Plan | - | 12 | $354,393 | $81,104 | $6,759iApproximate average salary by contribution assumption: employee only about $168,967 at 4% or $112,644 at 6%; with 50% employer match about $112,644 at 4% or $75,096 at 6%; with 100% employer match about $84,483 at 4% or $56,322 at 6%. |