Phillips, Pratt & Mcfarland, Psc
Plan context: Monticello Medical Associates 401K Salary Reduction Plan and Trust
EIN 61-0901605 • Monticello, KY • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
59
2024 Assets
$6,005,471
2024 Contributions
$384,919
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 59 | $6,005,471 | $384,919 | $6,524iApproximate average salary by contribution assumption: employee only about $163,101 at 4% or $108,734 at 6%; with 50% employer match about $108,734 at 4% or $72,489 at 6%; with 100% employer match about $81,551 at 4% or $54,367 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 59 | $6,005,471 | $384,919 | $6,524iApproximate average salary by contribution assumption: employee only about $163,101 at 4% or $108,734 at 6%; with 50% employer match about $108,734 at 4% or $72,489 at 6%; with 100% employer match about $81,551 at 4% or $54,367 at 6%. |
| 2023 | 1 | 64 | $5,628,952 | $2,382,336 | $37,224iApproximate average salary by contribution assumption: employee only about $930,600 at 4% or $620,400 at 6%; with 50% employer match about $620,400 at 4% or $413,600 at 6%; with 100% employer match about $465,300 at 4% or $310,200 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 64 | $5,628,952 | $2,382,336 | $37,224iApproximate average salary by contribution assumption: employee only about $930,600 at 4% or $620,400 at 6%; with 50% employer match about $620,400 at 4% or $413,600 at 6%; with 100% employer match about $465,300 at 4% or $310,200 at 6%. |
| 2022 | 1 | 65 | $7,116,023 | $395,696 | $6,088iApproximate average salary by contribution assumption: employee only about $152,191 at 4% or $101,461 at 6%; with 50% employer match about $101,461 at 4% or $67,640 at 6%; with 100% employer match about $76,095 at 4% or $50,730 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 65 | $7,116,023 | $395,696 | $6,088iApproximate average salary by contribution assumption: employee only about $152,191 at 4% or $101,461 at 6%; with 50% employer match about $101,461 at 4% or $67,640 at 6%; with 100% employer match about $76,095 at 4% or $50,730 at 6%. |
| 2021 | 1 | 64 | $8,067,322 | $340,297 | $5,317iApproximate average salary by contribution assumption: employee only about $132,929 at 4% or $88,619 at 6%; with 50% employer match about $88,619 at 4% or $59,079 at 6%; with 100% employer match about $66,464 at 4% or $44,310 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 64 | $8,067,322 | $340,297 | $5,317iApproximate average salary by contribution assumption: employee only about $132,929 at 4% or $88,619 at 6%; with 50% employer match about $88,619 at 4% or $59,079 at 6%; with 100% employer match about $66,464 at 4% or $44,310 at 6%. |
| 2020 | 1 | 62 | $6,787,752 | $274,236 | $4,423iApproximate average salary by contribution assumption: employee only about $110,579 at 4% or $73,719 at 6%; with 50% employer match about $73,719 at 4% or $49,146 at 6%; with 100% employer match about $55,290 at 4% or $36,860 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 62 | $6,787,752 | $274,236 | $4,423iApproximate average salary by contribution assumption: employee only about $110,579 at 4% or $73,719 at 6%; with 50% employer match about $73,719 at 4% or $49,146 at 6%; with 100% employer match about $55,290 at 4% or $36,860 at 6%. |
| 2019 | 1 | 65 | $7,439,850 | $319,763 | $4,919iApproximate average salary by contribution assumption: employee only about $122,986 at 4% or $81,991 at 6%; with 50% employer match about $81,991 at 4% or $54,660 at 6%; with 100% employer match about $61,493 at 4% or $40,995 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 65 | $7,439,850 | $319,763 | $4,919iApproximate average salary by contribution assumption: employee only about $122,986 at 4% or $81,991 at 6%; with 50% employer match about $81,991 at 4% or $54,660 at 6%; with 100% employer match about $61,493 at 4% or $40,995 at 6%. |
| 2018 | 1 | 72 | $7,498,524 | $737,501 | $10,243iApproximate average salary by contribution assumption: employee only about $256,077 at 4% or $170,718 at 6%; with 50% employer match about $170,718 at 4% or $113,812 at 6%; with 100% employer match about $128,038 at 4% or $85,359 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 72 | $7,498,524 | $737,501 | $10,243iApproximate average salary by contribution assumption: employee only about $256,077 at 4% or $170,718 at 6%; with 50% employer match about $170,718 at 4% or $113,812 at 6%; with 100% employer match about $128,038 at 4% or $85,359 at 6%. |
| 2017 | 1 | 65 | $7,439,933 | $297,244 | $4,573iApproximate average salary by contribution assumption: employee only about $114,325 at 4% or $76,216 at 6%; with 50% employer match about $76,216 at 4% or $50,811 at 6%; with 100% employer match about $57,162 at 4% or $38,108 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 65 | $7,439,933 | $297,244 | $4,573iApproximate average salary by contribution assumption: employee only about $114,325 at 4% or $76,216 at 6%; with 50% employer match about $76,216 at 4% or $50,811 at 6%; with 100% employer match about $57,162 at 4% or $38,108 at 6%. |
| 2016 | 1 | 61 | $6,400,842 | $348,499 | $5,713iApproximate average salary by contribution assumption: employee only about $142,827 at 4% or $95,218 at 6%; with 50% employer match about $95,218 at 4% or $63,479 at 6%; with 100% employer match about $71,414 at 4% or $47,609 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 61 | $6,400,842 | $348,499 | $5,713iApproximate average salary by contribution assumption: employee only about $142,827 at 4% or $95,218 at 6%; with 50% employer match about $95,218 at 4% or $63,479 at 6%; with 100% employer match about $71,414 at 4% or $47,609 at 6%. |
| 2015 | 1 | 58 | $5,747,375 | $147,259 | $2,539iApproximate average salary by contribution assumption: employee only about $63,474 at 4% or $42,316 at 6%; with 50% employer match about $42,316 at 4% or $28,211 at 6%; with 100% employer match about $31,737 at 4% or $21,158 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 58 | $5,747,375 | $147,259 | $2,539iApproximate average salary by contribution assumption: employee only about $63,474 at 4% or $42,316 at 6%; with 50% employer match about $42,316 at 4% or $28,211 at 6%; with 100% employer match about $31,737 at 4% or $21,158 at 6%. |
| 2014 | 1 | 56 | $5,728,285 | $294,829 | $5,265iApproximate average salary by contribution assumption: employee only about $131,620 at 4% or $87,747 at 6%; with 50% employer match about $87,747 at 4% or $58,498 at 6%; with 100% employer match about $65,810 at 4% or $43,873 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 56 | $5,728,285 | $294,829 | $5,265iApproximate average salary by contribution assumption: employee only about $131,620 at 4% or $87,747 at 6%; with 50% employer match about $87,747 at 4% or $58,498 at 6%; with 100% employer match about $65,810 at 4% or $43,873 at 6%. |
| 2013 | 1 | 54 | $5,354,877 | $280,272 | $5,190iApproximate average salary by contribution assumption: employee only about $129,756 at 4% or $86,504 at 6%; with 50% employer match about $86,504 at 4% or $57,669 at 6%; with 100% employer match about $64,878 at 4% or $43,252 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 54 | $5,354,877 | $280,272 | $5,190iApproximate average salary by contribution assumption: employee only about $129,756 at 4% or $86,504 at 6%; with 50% employer match about $86,504 at 4% or $57,669 at 6%; with 100% employer match about $64,878 at 4% or $43,252 at 6%. |
| 2012 | 1 | 55 | $4,627,534 | $297,330 | $5,406iApproximate average salary by contribution assumption: employee only about $135,150 at 4% or $90,100 at 6%; with 50% employer match about $90,100 at 4% or $60,067 at 6%; with 100% employer match about $67,575 at 4% or $45,050 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 55 | $4,627,534 | $297,330 | $5,406iApproximate average salary by contribution assumption: employee only about $135,150 at 4% or $90,100 at 6%; with 50% employer match about $90,100 at 4% or $60,067 at 6%; with 100% employer match about $67,575 at 4% or $45,050 at 6%. |
| 2011 | 1 | 55 | $4,305,537 | $291,533 | $5,301iApproximate average salary by contribution assumption: employee only about $132,515 at 4% or $88,343 at 6%; with 50% employer match about $88,343 at 4% or $58,896 at 6%; with 100% employer match about $66,258 at 4% or $44,172 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 55 | $4,305,537 | $291,533 | $5,301iApproximate average salary by contribution assumption: employee only about $132,515 at 4% or $88,343 at 6%; with 50% employer match about $88,343 at 4% or $58,896 at 6%; with 100% employer match about $66,258 at 4% or $44,172 at 6%. |
| 2010 | 2 | 53 | $6,529,358 | $501,714 | $9,466iApproximate average salary by contribution assumption: employee only about $236,658 at 4% or $157,772 at 6%; with 50% employer match about $157,772 at 4% or $105,181 at 6%; with 100% employer match about $118,329 at 4% or $78,886 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 53 | $4,000,674 | $291,646 | $5,503iApproximate average salary by contribution assumption: employee only about $137,569 at 4% or $91,713 at 6%; with 50% employer match about $91,713 at 4% or $61,142 at 6%; with 100% employer match about $68,784 at 4% or $45,856 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 44 | $2,528,684 | $210,068 | $4,774iApproximate average salary by contribution assumption: employee only about $119,357 at 4% or $79,571 at 6%; with 50% employer match about $79,571 at 4% or $53,047 at 6%; with 100% employer match about $59,678 at 4% or $39,786 at 6%. |
| 2009 | 1 | 56 | $2,992,475 | $264,582 | $4,725iApproximate average salary by contribution assumption: employee only about $118,117 at 4% or $78,745 at 6%; with 50% employer match about $78,745 at 4% or $52,496 at 6%; with 100% employer match about $59,058 at 4% or $39,372 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 56 | $2,992,475 | $264,582 | $4,725iApproximate average salary by contribution assumption: employee only about $118,117 at 4% or $78,745 at 6%; with 50% employer match about $78,745 at 4% or $52,496 at 6%; with 100% employer match about $59,058 at 4% or $39,372 at 6%. |
| 2007 | 1 | 45 | $0 | $0 | - |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 45 | - | - | - |
| 2006 | 1 | 48 | $3,030,782 | $275,464 | $5,739iApproximate average salary by contribution assumption: employee only about $143,471 at 4% or $95,647 at 6%; with 50% employer match about $95,647 at 4% or $63,765 at 6%; with 100% employer match about $71,735 at 4% or $47,824 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 48 | $3,030,782 | $275,464 | $5,739iApproximate average salary by contribution assumption: employee only about $143,471 at 4% or $95,647 at 6%; with 50% employer match about $95,647 at 4% or $63,765 at 6%; with 100% employer match about $71,735 at 4% or $47,824 at 6%. |
| 2005 | 1 | 14 | $2,376,094 | $312,704 | $22,336iApproximate average salary by contribution assumption: employee only about $558,400 at 4% or $372,267 at 6%; with 50% employer match about $372,267 at 4% or $248,178 at 6%; with 100% employer match about $279,200 at 4% or $186,133 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 14 | $2,376,094 | $312,704 | $22,336iApproximate average salary by contribution assumption: employee only about $558,400 at 4% or $372,267 at 6%; with 50% employer match about $372,267 at 4% or $248,178 at 6%; with 100% employer match about $279,200 at 4% or $186,133 at 6%. |
| 2004 | 1 | 40 | $1,970,277 | $188,364 | $4,709iApproximate average salary by contribution assumption: employee only about $117,728 at 4% or $78,485 at 6%; with 50% employer match about $78,485 at 4% or $52,323 at 6%; with 100% employer match about $58,864 at 4% or $39,243 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 40 | $1,970,277 | $188,364 | $4,709iApproximate average salary by contribution assumption: employee only about $117,728 at 4% or $78,485 at 6%; with 50% employer match about $78,485 at 4% or $52,323 at 6%; with 100% employer match about $58,864 at 4% or $39,243 at 6%. |
| 2003 | 1 | 40 | $0 | $0 | - |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 40 | - | - | - |
| 2002 | 1 | 42 | $0 | $0 | - |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 42 | - | - | - |
| 2001 | 1 | 43 | $0 | $0 | - |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 43 | - | - | - |
| 2000 | 1 | 41 | $0 | $0 | - |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 41 | - | - | - |
| 1999 | 1 | 31 | $1,335,275 | $186,350 | $6,011iApproximate average salary by contribution assumption: employee only about $150,282 at 4% or $100,188 at 6%; with 50% employer match about $100,188 at 4% or $66,792 at 6%; with 100% employer match about $75,141 at 4% or $50,094 at 6%. |
| Monticello Medical Associates 401K Salary Reduction Plan and Trust | - | 31 | $1,335,275 | $186,350 | $6,011iApproximate average salary by contribution assumption: employee only about $150,282 at 4% or $100,188 at 6%; with 50% employer match about $100,188 at 4% or $66,792 at 6%; with 100% employer match about $75,141 at 4% or $50,094 at 6%. |