Civic Intelligence

Montanti Advisory Services Inc.

Plan context: Montanti Advisory Services Inc. Profit Sharing Plan

EIN 65-0487701 • Boca Raton, FL • 26 filings • 3 plans

2424 N. Federal Highway, Suite 311Boca Raton, FL 33431
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,443,581

2024 Contributions

$44,875

Historical Graphs

Total Assets Over Time

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

$1,520,619$760,310$0199920122024YearValue
$1,443,581Latest year 2024

Participants Over Time

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

530199920122024YearValue
5Latest year 2024

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
202415$1,443,581$44,875$8,975iApproximate average salary by contribution assumption: employee only about $224,375 at 4% or $149,583 at 6%; with 50% employer match about $149,583 at 4% or $99,722 at 6%; with 100% employer match about $112,188 at 4% or $74,792 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-5$1,443,581$44,875$8,975iApproximate average salary by contribution assumption: employee only about $224,375 at 4% or $149,583 at 6%; with 50% employer match about $149,583 at 4% or $99,722 at 6%; with 100% employer match about $112,188 at 4% or $74,792 at 6%.
202313$1,196,919$35,968$11,989iApproximate average salary by contribution assumption: employee only about $299,733 at 4% or $199,822 at 6%; with 50% employer match about $199,822 at 4% or $133,215 at 6%; with 100% employer match about $149,867 at 4% or $99,911 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-3$1,196,919$35,968$11,989iApproximate average salary by contribution assumption: employee only about $299,733 at 4% or $199,822 at 6%; with 50% employer match about $199,822 at 4% or $133,215 at 6%; with 100% employer match about $149,867 at 4% or $99,911 at 6%.
202214$1,039,629$35,844$8,961iApproximate average salary by contribution assumption: employee only about $224,025 at 4% or $149,350 at 6%; with 50% employer match about $149,350 at 4% or $99,567 at 6%; with 100% employer match about $112,013 at 4% or $74,675 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-4$1,039,629$35,844$8,961iApproximate average salary by contribution assumption: employee only about $224,025 at 4% or $149,350 at 6%; with 50% employer match about $149,350 at 4% or $99,567 at 6%; with 100% employer match about $112,013 at 4% or $74,675 at 6%.
202114$1,159,359$0-
Montanti Advisory Services Inc. Profit Sharing Plan-4$1,159,359--
202015$1,520,619$108,931$21,786iApproximate average salary by contribution assumption: employee only about $544,655 at 4% or $363,103 at 6%; with 50% employer match about $363,103 at 4% or $242,069 at 6%; with 100% employer match about $272,328 at 4% or $181,552 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-5$1,520,619$108,931$21,786iApproximate average salary by contribution assumption: employee only about $544,655 at 4% or $363,103 at 6%; with 50% employer match about $363,103 at 4% or $242,069 at 6%; with 100% employer match about $272,328 at 4% or $181,552 at 6%.
201915$1,012,605$16,029$3,206iApproximate average salary by contribution assumption: employee only about $80,145 at 4% or $53,430 at 6%; with 50% employer match about $53,430 at 4% or $35,620 at 6%; with 100% employer match about $40,073 at 4% or $26,715 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-5$1,012,605$16,029$3,206iApproximate average salary by contribution assumption: employee only about $80,145 at 4% or $53,430 at 6%; with 50% employer match about $53,430 at 4% or $35,620 at 6%; with 100% employer match about $40,073 at 4% or $26,715 at 6%.
201814$682,950$62,044$15,511iApproximate average salary by contribution assumption: employee only about $387,775 at 4% or $258,517 at 6%; with 50% employer match about $258,517 at 4% or $172,344 at 6%; with 100% employer match about $193,888 at 4% or $129,258 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-4$682,950$62,044$15,511iApproximate average salary by contribution assumption: employee only about $387,775 at 4% or $258,517 at 6%; with 50% employer match about $258,517 at 4% or $172,344 at 6%; with 100% employer match about $193,888 at 4% or $129,258 at 6%.
201714$841,459$122,823$30,706iApproximate average salary by contribution assumption: employee only about $767,644 at 4% or $511,763 at 6%; with 50% employer match about $511,763 at 4% or $341,175 at 6%; with 100% employer match about $383,822 at 4% or $255,881 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-4$841,459$122,823$30,706iApproximate average salary by contribution assumption: employee only about $767,644 at 4% or $511,763 at 6%; with 50% employer match about $511,763 at 4% or $341,175 at 6%; with 100% employer match about $383,822 at 4% or $255,881 at 6%.
201614$694,832$10,875$2,719iApproximate average salary by contribution assumption: employee only about $67,969 at 4% or $45,313 at 6%; with 50% employer match about $45,313 at 4% or $30,208 at 6%; with 100% employer match about $33,984 at 4% or $22,656 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-4$694,832$10,875$2,719iApproximate average salary by contribution assumption: employee only about $67,969 at 4% or $45,313 at 6%; with 50% employer match about $45,313 at 4% or $30,208 at 6%; with 100% employer match about $33,984 at 4% or $22,656 at 6%.
201514$416,212$25,701$6,425iApproximate average salary by contribution assumption: employee only about $160,631 at 4% or $107,088 at 6%; with 50% employer match about $107,088 at 4% or $71,392 at 6%; with 100% employer match about $80,316 at 4% or $53,544 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-4$416,212$25,701$6,425iApproximate average salary by contribution assumption: employee only about $160,631 at 4% or $107,088 at 6%; with 50% employer match about $107,088 at 4% or $71,392 at 6%; with 100% employer match about $80,316 at 4% or $53,544 at 6%.
201414$472,147$31,426$7,857iApproximate average salary by contribution assumption: employee only about $196,413 at 4% or $130,942 at 6%; with 50% employer match about $130,942 at 4% or $87,294 at 6%; with 100% employer match about $98,206 at 4% or $65,471 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-4$472,147$31,426$7,857iApproximate average salary by contribution assumption: employee only about $196,413 at 4% or $130,942 at 6%; with 50% employer match about $130,942 at 4% or $87,294 at 6%; with 100% employer match about $98,206 at 4% or $65,471 at 6%.
201314$631,984$11,532$2,883iApproximate average salary by contribution assumption: employee only about $72,075 at 4% or $48,050 at 6%; with 50% employer match about $48,050 at 4% or $32,033 at 6%; with 100% employer match about $36,038 at 4% or $24,025 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-4$631,984$11,532$2,883iApproximate average salary by contribution assumption: employee only about $72,075 at 4% or $48,050 at 6%; with 50% employer match about $48,050 at 4% or $32,033 at 6%; with 100% employer match about $36,038 at 4% or $24,025 at 6%.
201214$1,184,134$11,912$2,978iApproximate average salary by contribution assumption: employee only about $74,450 at 4% or $49,633 at 6%; with 50% employer match about $49,633 at 4% or $33,089 at 6%; with 100% employer match about $37,225 at 4% or $24,817 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-4$1,184,134$11,912$2,978iApproximate average salary by contribution assumption: employee only about $74,450 at 4% or $49,633 at 6%; with 50% employer match about $49,633 at 4% or $33,089 at 6%; with 100% employer match about $37,225 at 4% or $24,817 at 6%.
201113$1,077,336$36,459$12,153iApproximate average salary by contribution assumption: employee only about $303,825 at 4% or $202,550 at 6%; with 50% employer match about $202,550 at 4% or $135,033 at 6%; with 100% employer match about $151,913 at 4% or $101,275 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-3$1,077,336$36,459$12,153iApproximate average salary by contribution assumption: employee only about $303,825 at 4% or $202,550 at 6%; with 50% employer match about $202,550 at 4% or $135,033 at 6%; with 100% employer match about $151,913 at 4% or $101,275 at 6%.
201013$1,235,071$83,565$27,855iApproximate average salary by contribution assumption: employee only about $696,375 at 4% or $464,250 at 6%; with 50% employer match about $464,250 at 4% or $309,500 at 6%; with 100% employer match about $348,188 at 4% or $232,125 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-3$1,235,071$83,565$27,855iApproximate average salary by contribution assumption: employee only about $696,375 at 4% or $464,250 at 6%; with 50% employer match about $464,250 at 4% or $309,500 at 6%; with 100% employer match about $348,188 at 4% or $232,125 at 6%.
200913$954,160$67,569$22,523iApproximate average salary by contribution assumption: employee only about $563,075 at 4% or $375,383 at 6%; with 50% employer match about $375,383 at 4% or $250,256 at 6%; with 100% employer match about $281,538 at 4% or $187,692 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-3$954,160$67,569$22,523iApproximate average salary by contribution assumption: employee only about $563,075 at 4% or $375,383 at 6%; with 50% employer match about $375,383 at 4% or $250,256 at 6%; with 100% employer match about $281,538 at 4% or $187,692 at 6%.
200812$574,720$47,940$23,970iApproximate average salary by contribution assumption: employee only about $599,250 at 4% or $399,500 at 6%; with 50% employer match about $399,500 at 4% or $266,333 at 6%; with 100% employer match about $299,625 at 4% or $199,750 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$574,720$47,940$23,970iApproximate average salary by contribution assumption: employee only about $599,250 at 4% or $399,500 at 6%; with 50% employer match about $399,500 at 4% or $266,333 at 6%; with 100% employer match about $299,625 at 4% or $199,750 at 6%.
200712$708,184$47,040$23,520iApproximate average salary by contribution assumption: employee only about $588,000 at 4% or $392,000 at 6%; with 50% employer match about $392,000 at 4% or $261,333 at 6%; with 100% employer match about $294,000 at 4% or $196,000 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$708,184$47,040$23,520iApproximate average salary by contribution assumption: employee only about $588,000 at 4% or $392,000 at 6%; with 50% employer match about $392,000 at 4% or $261,333 at 6%; with 100% employer match about $294,000 at 4% or $196,000 at 6%.
200612$854,073$46,328$23,164iApproximate average salary by contribution assumption: employee only about $579,100 at 4% or $386,067 at 6%; with 50% employer match about $386,067 at 4% or $257,378 at 6%; with 100% employer match about $289,550 at 4% or $193,033 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$854,073$46,328$23,164iApproximate average salary by contribution assumption: employee only about $579,100 at 4% or $386,067 at 6%; with 50% employer match about $386,067 at 4% or $257,378 at 6%; with 100% employer match about $289,550 at 4% or $193,033 at 6%.
200512$491,391$44,508$22,254iApproximate average salary by contribution assumption: employee only about $556,350 at 4% or $370,900 at 6%; with 50% employer match about $370,900 at 4% or $247,267 at 6%; with 100% employer match about $278,175 at 4% or $185,450 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$491,391$44,508$22,254iApproximate average salary by contribution assumption: employee only about $556,350 at 4% or $370,900 at 6%; with 50% employer match about $370,900 at 4% or $247,267 at 6%; with 100% employer match about $278,175 at 4% or $185,450 at 6%.
200412$237,939$43,328$21,664iApproximate average salary by contribution assumption: employee only about $541,600 at 4% or $361,067 at 6%; with 50% employer match about $361,067 at 4% or $240,711 at 6%; with 100% employer match about $270,800 at 4% or $180,533 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$237,939$43,328$21,664iApproximate average salary by contribution assumption: employee only about $541,600 at 4% or $361,067 at 6%; with 50% employer match about $361,067 at 4% or $240,711 at 6%; with 100% employer match about $270,800 at 4% or $180,533 at 6%.
200312$278,606$42,262$21,131iApproximate average salary by contribution assumption: employee only about $528,275 at 4% or $352,183 at 6%; with 50% employer match about $352,183 at 4% or $234,789 at 6%; with 100% employer match about $264,138 at 4% or $176,092 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$278,606$42,262$21,131iApproximate average salary by contribution assumption: employee only about $528,275 at 4% or $352,183 at 6%; with 50% employer match about $352,183 at 4% or $234,789 at 6%; with 100% employer match about $264,138 at 4% or $176,092 at 6%.
200212$170,983$42,456$21,228iApproximate average salary by contribution assumption: employee only about $530,700 at 4% or $353,800 at 6%; with 50% employer match about $353,800 at 4% or $235,867 at 6%; with 100% employer match about $265,350 at 4% or $176,900 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$170,983$42,456$21,228iApproximate average salary by contribution assumption: employee only about $530,700 at 4% or $353,800 at 6%; with 50% employer match about $353,800 at 4% or $235,867 at 6%; with 100% employer match about $265,350 at 4% or $176,900 at 6%.
200112$157,442$31,610$15,805iApproximate average salary by contribution assumption: employee only about $395,125 at 4% or $263,417 at 6%; with 50% employer match about $263,417 at 4% or $175,611 at 6%; with 100% employer match about $197,563 at 4% or $131,708 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$157,442$31,610$15,805iApproximate average salary by contribution assumption: employee only about $395,125 at 4% or $263,417 at 6%; with 50% employer match about $263,417 at 4% or $175,611 at 6%; with 100% employer match about $197,563 at 4% or $131,708 at 6%.
200012$432,969$29,883$14,942iApproximate average salary by contribution assumption: employee only about $373,538 at 4% or $249,025 at 6%; with 50% employer match about $249,025 at 4% or $166,017 at 6%; with 100% employer match about $186,769 at 4% or $124,513 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$432,969$29,883$14,942iApproximate average salary by contribution assumption: employee only about $373,538 at 4% or $249,025 at 6%; with 50% employer match about $249,025 at 4% or $166,017 at 6%; with 100% employer match about $186,769 at 4% or $124,513 at 6%.
199912$847,920$30,273$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
Montanti Advisory Services Inc. Profit Sharing Plan-2$847,920$30,273$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.