Civic Intelligence

Jose C. Montes, M.D., P.A.

Plan context: Jose C. Montes, M.D., P.A. Profit Sharing Plan & Trust

EIN 59-2094625 • 7 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

3

2006 Assets

$1,040,264

2006 Contributions

$16,793

Historical Graphs

Total Assets Over Time

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

$1,260,487$630,244$0199920022005YearValue
$1,040,264Latest year 2005

Participants Over Time

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

320199920012004YearValue
3Latest year 2004

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
200610$0$0-
Jose C. Montes, M.D., P.A. Profit Sharing Plan & Trust-0---
200510$1,040,264$0-
Jose C. Montes, M.D., P.A. Profit Sharing Plan & Trust-0$1,040,264--
200413$1,002,469$16,793$5,598iApproximate average salary by contribution assumption: employee only about $139,942 at 4% or $93,294 at 6%; with 50% employer match about $93,294 at 4% or $62,196 at 6%; with 100% employer match about $69,971 at 4% or $46,647 at 6%.
Jose C. Montes, M.D., P.A. Profit Sharing Plan & Trust-3$1,002,469$16,793$5,598iApproximate average salary by contribution assumption: employee only about $139,942 at 4% or $93,294 at 6%; with 50% employer match about $93,294 at 4% or $62,196 at 6%; with 100% employer match about $69,971 at 4% or $46,647 at 6%.
200213$684,129$24,599$8,200iApproximate average salary by contribution assumption: employee only about $204,992 at 4% or $136,661 at 6%; with 50% employer match about $136,661 at 4% or $91,107 at 6%; with 100% employer match about $102,496 at 4% or $68,331 at 6%.
Jose C. Montes, M.D., P.A. Profit Sharing Plan & Trust-3$684,129$24,599$8,200iApproximate average salary by contribution assumption: employee only about $204,992 at 4% or $136,661 at 6%; with 50% employer match about $136,661 at 4% or $91,107 at 6%; with 100% employer match about $102,496 at 4% or $68,331 at 6%.
200113$877,809$29,738$9,913iApproximate average salary by contribution assumption: employee only about $247,817 at 4% or $165,211 at 6%; with 50% employer match about $165,211 at 4% or $110,141 at 6%; with 100% employer match about $123,908 at 4% or $82,606 at 6%.
Jose C. Montes, M.D., P.A. Profit Sharing Plan & Trust-3$877,809$29,738$9,913iApproximate average salary by contribution assumption: employee only about $247,817 at 4% or $165,211 at 6%; with 50% employer match about $165,211 at 4% or $110,141 at 6%; with 100% employer match about $123,908 at 4% or $82,606 at 6%.
200013$1,072,309$28,227$9,409iApproximate average salary by contribution assumption: employee only about $235,225 at 4% or $156,817 at 6%; with 50% employer match about $156,817 at 4% or $104,544 at 6%; with 100% employer match about $117,613 at 4% or $78,408 at 6%.
Jose C. Montes, M.D., P.A. Profit Sharing Plan & Trust-3$1,072,309$28,227$9,409iApproximate average salary by contribution assumption: employee only about $235,225 at 4% or $156,817 at 6%; with 50% employer match about $156,817 at 4% or $104,544 at 6%; with 100% employer match about $117,613 at 4% or $78,408 at 6%.
199912$1,260,487$22,575$11,288iApproximate average salary by contribution assumption: employee only about $282,188 at 4% or $188,125 at 6%; with 50% employer match about $188,125 at 4% or $125,417 at 6%; with 100% employer match about $141,094 at 4% or $94,063 at 6%.
Jose C. Montes, M.D., P.A. Profit Sharing Plan & Trust-2$1,260,487$22,575$11,288iApproximate average salary by contribution assumption: employee only about $282,188 at 4% or $188,125 at 6%; with 50% employer match about $188,125 at 4% or $125,417 at 6%; with 100% employer match about $141,094 at 4% or $94,063 at 6%.