Civic Intelligence

The Montello Agency

Plan context: The Montello Agency Employees Savings Trust

EIN 59-3697724 • Jacksonville, FL • 11 filings • 1 plans

9310 Old Kings Road S., Suite 1704Jacksonville, FL 32257
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$540,381

2016 Contributions

$38,803

Historical Graphs

Total Assets Over Time

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

$540,381$270,191$0200620112015YearValue
$540,381Latest year 2015

Participants Over Time

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

950200620112015YearValue
4Latest year 2015

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
201610$0$38,803-
The Montello Agency Employees Savings Trust-0$0$38,803-
201514$540,381$51,303$12,826iApproximate average salary by contribution assumption: employee only about $320,644 at 4% or $213,763 at 6%; with 50% employer match about $213,763 at 4% or $142,508 at 6%; with 100% employer match about $160,322 at 4% or $106,881 at 6%.
The Montello Agency Employees Savings Trust-4$540,381$51,303$12,826iApproximate average salary by contribution assumption: employee only about $320,644 at 4% or $213,763 at 6%; with 50% employer match about $213,763 at 4% or $142,508 at 6%; with 100% employer match about $160,322 at 4% or $106,881 at 6%.
201413$498,938$46,747$15,582iApproximate average salary by contribution assumption: employee only about $389,558 at 4% or $259,706 at 6%; with 50% employer match about $259,706 at 4% or $173,137 at 6%; with 100% employer match about $194,779 at 4% or $129,853 at 6%.
The Montello Agency Employees Savings Trust-3$498,938$46,747$15,582iApproximate average salary by contribution assumption: employee only about $389,558 at 4% or $259,706 at 6%; with 50% employer match about $259,706 at 4% or $173,137 at 6%; with 100% employer match about $194,779 at 4% or $129,853 at 6%.
201312$437,784$49,430$24,715iApproximate average salary by contribution assumption: employee only about $617,875 at 4% or $411,917 at 6%; with 50% employer match about $411,917 at 4% or $274,611 at 6%; with 100% employer match about $308,938 at 4% or $205,958 at 6%.
The Montello Agency Employees Savings Trust-2$437,784$49,430$24,715iApproximate average salary by contribution assumption: employee only about $617,875 at 4% or $411,917 at 6%; with 50% employer match about $411,917 at 4% or $274,611 at 6%; with 100% employer match about $308,938 at 4% or $205,958 at 6%.
201218$358,794$54,500$6,813iApproximate average salary by contribution assumption: employee only about $170,313 at 4% or $113,542 at 6%; with 50% employer match about $113,542 at 4% or $75,694 at 6%; with 100% employer match about $85,156 at 4% or $56,771 at 6%.
The Montello Agency Employees Savings Trust-8$358,794$54,500$6,813iApproximate average salary by contribution assumption: employee only about $170,313 at 4% or $113,542 at 6%; with 50% employer match about $113,542 at 4% or $75,694 at 6%; with 100% employer match about $85,156 at 4% or $56,771 at 6%.
201117$281,742$49,699$7,100iApproximate average salary by contribution assumption: employee only about $177,496 at 4% or $118,331 at 6%; with 50% employer match about $118,331 at 4% or $78,887 at 6%; with 100% employer match about $88,748 at 4% or $59,165 at 6%.
The Montello Agency Employees Savings Trust-7$281,742$49,699$7,100iApproximate average salary by contribution assumption: employee only about $177,496 at 4% or $118,331 at 6%; with 50% employer match about $118,331 at 4% or $78,887 at 6%; with 100% employer match about $88,748 at 4% or $59,165 at 6%.
201018$254,870$51,410$6,426iApproximate average salary by contribution assumption: employee only about $160,656 at 4% or $107,104 at 6%; with 50% employer match about $107,104 at 4% or $71,403 at 6%; with 100% employer match about $80,328 at 4% or $53,552 at 6%.
The Montello Agency Employees Savings Trust-8$254,870$51,410$6,426iApproximate average salary by contribution assumption: employee only about $160,656 at 4% or $107,104 at 6%; with 50% employer match about $107,104 at 4% or $71,403 at 6%; with 100% employer match about $80,328 at 4% or $53,552 at 6%.
200919$192,632$43,612$4,846iApproximate average salary by contribution assumption: employee only about $121,144 at 4% or $80,763 at 6%; with 50% employer match about $80,763 at 4% or $53,842 at 6%; with 100% employer match about $60,572 at 4% or $40,381 at 6%.
The Montello Agency Employees Savings Trust-9$192,632$43,612$4,846iApproximate average salary by contribution assumption: employee only about $121,144 at 4% or $80,763 at 6%; with 50% employer match about $80,763 at 4% or $53,842 at 6%; with 100% employer match about $60,572 at 4% or $40,381 at 6%.
200816$127,849$48,285$8,048iApproximate average salary by contribution assumption: employee only about $201,188 at 4% or $134,125 at 6%; with 50% employer match about $134,125 at 4% or $89,417 at 6%; with 100% employer match about $100,594 at 4% or $67,063 at 6%.
The Montello Agency Employees Savings Trust-6$127,849$48,285$8,048iApproximate average salary by contribution assumption: employee only about $201,188 at 4% or $134,125 at 6%; with 50% employer match about $134,125 at 4% or $89,417 at 6%; with 100% employer match about $100,594 at 4% or $67,063 at 6%.
200716$0$0-
The Montello Agency Employees Savings Trust-6---
200615$95,137$90,486$18,097iApproximate average salary by contribution assumption: employee only about $452,430 at 4% or $301,620 at 6%; with 50% employer match about $301,620 at 4% or $201,080 at 6%; with 100% employer match about $226,215 at 4% or $150,810 at 6%.
The Montello Agency Employees Savings Trust-5$95,137$90,486$18,097iApproximate average salary by contribution assumption: employee only about $452,430 at 4% or $301,620 at 6%; with 50% employer match about $301,620 at 4% or $201,080 at 6%; with 100% employer match about $226,215 at 4% or $150,810 at 6%.