Civic Intelligence

Dr. Hugo Montes

Plan context: Dr. Hugo Montes Profit Sharing Plan

EIN 66-0289062 • 37 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$8,011,898

2024 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$8,011,898$4,005,949$0199920132024YearValue
$8,011,898Latest year 2024

Participants Over Time

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

420199920122024YearValue
1Latest 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
202411$8,011,898$0-
Dr. Hugo Montes Profit Sharing Plan-1$8,011,898--
202311$7,187,708$0-
Dr. Hugo Montes Profit Sharing Plan-1$7,187,708--
202211$6,500,064$0-
Dr. Hugo Montes Profit Sharing Plan-1$6,500,064--
202111$7,800,091$0-
Dr. Hugo Montes Profit Sharing Plan-1$7,800,091--
202011$6,877,803$0-
Dr. Hugo Montes Profit Sharing Plan-1$6,877,803--
201911$5,827,722$0-
Dr. Hugo Montes Profit Sharing Plan-1$5,827,722--
201813$5,108,313$0-
Dr. Hugo Montes Profit Sharing Plan-3$5,108,313--
201713$5,345,745$0-
Dr. Hugo Montes Profit Sharing Plan-3$5,345,745--
201613$4,701,485$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$4,701,485$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201513$4,473,261$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$4,473,261$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201413$4,455,980$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$4,455,980$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201313$4,261,124$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$4,261,124$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201223$3,455,815$45,328$15,109iApproximate average salary by contribution assumption: employee only about $377,733 at 4% or $251,822 at 6%; with 50% employer match about $251,822 at 4% or $167,881 at 6%; with 100% employer match about $188,867 at 4% or $125,911 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$3,455,815$45,328$15,109iApproximate average salary by contribution assumption: employee only about $377,733 at 4% or $251,822 at 6%; with 50% employer match about $251,822 at 4% or $167,881 at 6%; with 100% employer match about $188,867 at 4% or $125,911 at 6%.
Dr. Hugo Montes Money Purchase Plan-0---
201123$3,079,616$55,970$18,657iApproximate average salary by contribution assumption: employee only about $466,417 at 4% or $310,944 at 6%; with 50% employer match about $310,944 at 4% or $207,296 at 6%; with 100% employer match about $233,208 at 4% or $155,472 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,760,512$21,487$7,162iApproximate average salary by contribution assumption: employee only about $179,058 at 4% or $119,372 at 6%; with 50% employer match about $119,372 at 4% or $79,581 at 6%; with 100% employer match about $89,529 at 4% or $59,686 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$1,319,104$34,483$11,494iApproximate average salary by contribution assumption: employee only about $287,358 at 4% or $191,572 at 6%; with 50% employer match about $191,572 at 4% or $127,715 at 6%; with 100% employer match about $143,679 at 4% or $95,786 at 6%.
201023$3,054,717$60,847$20,282iApproximate average salary by contribution assumption: employee only about $507,058 at 4% or $338,039 at 6%; with 50% employer match about $338,039 at 4% or $225,359 at 6%; with 100% employer match about $253,529 at 4% or $169,019 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,755,489$32,786$10,929iApproximate average salary by contribution assumption: employee only about $273,217 at 4% or $182,144 at 6%; with 50% employer match about $182,144 at 4% or $121,430 at 6%; with 100% employer match about $136,608 at 4% or $91,072 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$1,299,228$28,061$9,354iApproximate average salary by contribution assumption: employee only about $233,842 at 4% or $155,894 at 6%; with 50% employer match about $155,894 at 4% or $103,930 at 6%; with 100% employer match about $116,921 at 4% or $77,947 at 6%.
200923$2,714,189$48,901$16,300iApproximate average salary by contribution assumption: employee only about $407,508 at 4% or $271,672 at 6%; with 50% employer match about $271,672 at 4% or $181,115 at 6%; with 100% employer match about $203,754 at 4% or $135,836 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,566,091$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$1,148,098$26,901$8,967iApproximate average salary by contribution assumption: employee only about $224,175 at 4% or $149,450 at 6%; with 50% employer match about $149,450 at 4% or $99,633 at 6%; with 100% employer match about $112,088 at 4% or $74,725 at 6%.
200813$967,601$29,949$9,983iApproximate average salary by contribution assumption: employee only about $249,575 at 4% or $166,383 at 6%; with 50% employer match about $166,383 at 4% or $110,922 at 6%; with 100% employer match about $124,788 at 4% or $83,192 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$967,601$29,949$9,983iApproximate average salary by contribution assumption: employee only about $249,575 at 4% or $166,383 at 6%; with 50% employer match about $166,383 at 4% or $110,922 at 6%; with 100% employer match about $124,788 at 4% or $83,192 at 6%.
200723$2,876,132$73,603$24,534iApproximate average salary by contribution assumption: employee only about $613,358 at 4% or $408,906 at 6%; with 50% employer match about $408,906 at 4% or $272,604 at 6%; with 100% employer match about $306,679 at 4% or $204,453 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,680,186$40,200$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$1,195,946$33,403$11,134iApproximate average salary by contribution assumption: employee only about $278,358 at 4% or $185,572 at 6%; with 50% employer match about $185,572 at 4% or $123,715 at 6%; with 100% employer match about $139,179 at 4% or $92,786 at 6%.
200623$2,665,537$59,557$19,852iApproximate average salary by contribution assumption: employee only about $496,308 at 4% or $330,872 at 6%; with 50% employer match about $330,872 at 4% or $220,581 at 6%; with 100% employer match about $248,154 at 4% or $165,436 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,565,881$27,417$9,139iApproximate average salary by contribution assumption: employee only about $228,475 at 4% or $152,317 at 6%; with 50% employer match about $152,317 at 4% or $101,544 at 6%; with 100% employer match about $114,238 at 4% or $76,158 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$1,099,656$32,140$10,713iApproximate average salary by contribution assumption: employee only about $267,833 at 4% or $178,556 at 6%; with 50% employer match about $178,556 at 4% or $119,037 at 6%; with 100% employer match about $133,917 at 4% or $89,278 at 6%.
200523$2,406,679$63,435$21,145iApproximate average salary by contribution assumption: employee only about $528,625 at 4% or $352,417 at 6%; with 50% employer match about $352,417 at 4% or $234,944 at 6%; with 100% employer match about $264,313 at 4% or $176,208 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,407,149$34,246$11,415iApproximate average salary by contribution assumption: employee only about $285,383 at 4% or $190,256 at 6%; with 50% employer match about $190,256 at 4% or $126,837 at 6%; with 100% employer match about $142,692 at 4% or $95,128 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$999,530$29,189$9,730iApproximate average salary by contribution assumption: employee only about $243,242 at 4% or $162,161 at 6%; with 50% employer match about $162,161 at 4% or $108,107 at 6%; with 100% employer match about $121,621 at 4% or $81,081 at 6%.
200423$2,284,196$60,713$20,238iApproximate average salary by contribution assumption: employee only about $505,942 at 4% or $337,294 at 6%; with 50% employer match about $337,294 at 4% or $224,863 at 6%; with 100% employer match about $252,971 at 4% or $168,647 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,335,779$31,797$10,599iApproximate average salary by contribution assumption: employee only about $264,975 at 4% or $176,650 at 6%; with 50% employer match about $176,650 at 4% or $117,767 at 6%; with 100% employer match about $132,488 at 4% or $88,325 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$948,417$28,916$9,639iApproximate average salary by contribution assumption: employee only about $240,967 at 4% or $160,644 at 6%; with 50% employer match about $160,644 at 4% or $107,096 at 6%; with 100% employer match about $120,483 at 4% or $80,322 at 6%.
200323$2,117,455$59,805$19,935iApproximate average salary by contribution assumption: employee only about $498,375 at 4% or $332,250 at 6%; with 50% employer match about $332,250 at 4% or $221,500 at 6%; with 100% employer match about $249,188 at 4% or $166,125 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,229,928$32,400$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
Dr. Hugo Montes Money Purchase Plan-3$887,527$27,405$9,135iApproximate average salary by contribution assumption: employee only about $228,375 at 4% or $152,250 at 6%; with 50% employer match about $152,250 at 4% or $101,500 at 6%; with 100% employer match about $114,188 at 4% or $76,125 at 6%.
200222$0$0-
Dr. Hugo Montes Money Purchase Plan-2---
Dr. Hugo Montes Profit Sharing Plan-2---
200023$0$0-
Dr. Hugo Montes Profit Sharing Plan-3---
Dr. Hugo Montes Money Purchase Plan-3---
199924$1,952,967$83,532$20,883iApproximate average salary by contribution assumption: employee only about $522,075 at 4% or $348,050 at 6%; with 50% employer match about $348,050 at 4% or $232,033 at 6%; with 100% employer match about $261,038 at 4% or $174,025 at 6%.
Dr. Hugo Montes Profit Sharing Plan-3$1,145,791$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Dr. Hugo Montes Money Purchase Plan-4$807,176$38,532$9,633iApproximate average salary by contribution assumption: employee only about $240,825 at 4% or $160,550 at 6%; with 50% employer match about $160,550 at 4% or $107,033 at 6%; with 100% employer match about $120,413 at 4% or $80,275 at 6%.