Barbara a Montford
Plan context: Barbara a Montford 401 K Profit Sharing Plan Trust
EIN 65-0885726 • Miami, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$273,803
2017 Contributions
$36,510
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 2 | $273,803 | $36,510 | $18,255iApproximate average salary by contribution assumption: employee only about $456,375 at 4% or $304,250 at 6%; with 50% employer match about $304,250 at 4% or $202,833 at 6%; with 100% employer match about $228,188 at 4% or $152,125 at 6%. |
| Barbara a Montford 401 K Profit Sharing Plan Trust | - | 2 | $273,803 | $36,510 | $18,255iApproximate average salary by contribution assumption: employee only about $456,375 at 4% or $304,250 at 6%; with 50% employer match about $304,250 at 4% or $202,833 at 6%; with 100% employer match about $228,188 at 4% or $152,125 at 6%. |
| 2016 | 1 | 2 | $204,328 | $56,322 | $28,161iApproximate average salary by contribution assumption: employee only about $704,025 at 4% or $469,350 at 6%; with 50% employer match about $469,350 at 4% or $312,900 at 6%; with 100% employer match about $352,013 at 4% or $234,675 at 6%. |
| Barbara a Montford 401 K Profit Sharing Plan Trust | - | 2 | $204,328 | $56,322 | $28,161iApproximate average salary by contribution assumption: employee only about $704,025 at 4% or $469,350 at 6%; with 50% employer match about $469,350 at 4% or $312,900 at 6%; with 100% employer match about $352,013 at 4% or $234,675 at 6%. |
| 2015 | 1 | 2 | $137,264 | $24,268 | $12,134iApproximate average salary by contribution assumption: employee only about $303,350 at 4% or $202,233 at 6%; with 50% employer match about $202,233 at 4% or $134,822 at 6%; with 100% employer match about $151,675 at 4% or $101,117 at 6%. |
| Barbara a Montford 401 K Profit Sharing Plan Trust | - | 2 | $137,264 | $24,268 | $12,134iApproximate average salary by contribution assumption: employee only about $303,350 at 4% or $202,233 at 6%; with 50% employer match about $202,233 at 4% or $134,822 at 6%; with 100% employer match about $151,675 at 4% or $101,117 at 6%. |
| 2014 | 1 | 3 | $114,116 | $60,204 | $20,068iApproximate average salary by contribution assumption: employee only about $501,700 at 4% or $334,467 at 6%; with 50% employer match about $334,467 at 4% or $222,978 at 6%; with 100% employer match about $250,850 at 4% or $167,233 at 6%. |
| Barbara a Montford 401 K Profit Sharing Plan Trust | - | 3 | $114,116 | $60,204 | $20,068iApproximate average salary by contribution assumption: employee only about $501,700 at 4% or $334,467 at 6%; with 50% employer match about $334,467 at 4% or $222,978 at 6%; with 100% employer match about $250,850 at 4% or $167,233 at 6%. |
| 2013 | 1 | 3 | $51,493 | $22,445 | $7,482iApproximate average salary by contribution assumption: employee only about $187,042 at 4% or $124,694 at 6%; with 50% employer match about $124,694 at 4% or $83,130 at 6%; with 100% employer match about $93,521 at 4% or $62,347 at 6%. |
| Barbara a Montford 401 K Profit Sharing Plan Trust | - | 3 | $51,493 | $22,445 | $7,482iApproximate average salary by contribution assumption: employee only about $187,042 at 4% or $124,694 at 6%; with 50% employer match about $124,694 at 4% or $83,130 at 6%; with 100% employer match about $93,521 at 4% or $62,347 at 6%. |