Civic Intelligence

Dr. Gary Montalvo

Plan context: Dr. Gary Montalvo Retirement Plan Series 97-1516

EIN 66-0377090 • 26 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,310,345

2024 Contributions

$11,300

Historical Graphs

Total Assets Over Time

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

$1,396,087$698,044$0199920132024YearValue
$1,310,345Latest 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
3Latest 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
202413$1,310,345$11,300$3,767iApproximate average salary by contribution assumption: employee only about $94,167 at 4% or $62,778 at 6%; with 50% employer match about $62,778 at 4% or $41,852 at 6%; with 100% employer match about $47,083 at 4% or $31,389 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$1,310,345$11,300$3,767iApproximate average salary by contribution assumption: employee only about $94,167 at 4% or $62,778 at 6%; with 50% employer match about $62,778 at 4% or $41,852 at 6%; with 100% employer match about $47,083 at 4% or $31,389 at 6%.
202313$1,167,332$11,580$3,860iApproximate average salary by contribution assumption: employee only about $96,500 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,167 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$1,167,332$11,580$3,860iApproximate average salary by contribution assumption: employee only about $96,500 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,167 at 6%.
202213$965,744$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$965,744$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
202113$1,396,087$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$1,396,087$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
202013$1,227,609$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$1,227,609$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201913$1,151,578$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$1,151,578$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201812$926,776$0-
Dr. Gary Montalvo Retirement Plan Series 97-1516-2$926,776--
201713$1,040,850$0-
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$1,040,850--
201613$847,657$10,621$3,540iApproximate average salary by contribution assumption: employee only about $88,508 at 4% or $59,006 at 6%; with 50% employer match about $59,006 at 4% or $39,337 at 6%; with 100% employer match about $44,254 at 4% or $29,503 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$847,657$10,621$3,540iApproximate average salary by contribution assumption: employee only about $88,508 at 4% or $59,006 at 6%; with 50% employer match about $59,006 at 4% or $39,337 at 6%; with 100% employer match about $44,254 at 4% or $29,503 at 6%.
201514$778,370$9,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-4$778,370$9,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
201414$788,442$25,634$6,409iApproximate average salary by contribution assumption: employee only about $160,213 at 4% or $106,808 at 6%; with 50% employer match about $106,808 at 4% or $71,206 at 6%; with 100% employer match about $80,106 at 4% or $53,404 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-4$788,442$25,634$6,409iApproximate average salary by contribution assumption: employee only about $160,213 at 4% or $106,808 at 6%; with 50% employer match about $106,808 at 4% or $71,206 at 6%; with 100% employer match about $80,106 at 4% or $53,404 at 6%.
201314$727,157$48,249$12,062iApproximate average salary by contribution assumption: employee only about $301,556 at 4% or $201,038 at 6%; with 50% employer match about $201,038 at 4% or $134,025 at 6%; with 100% employer match about $150,778 at 4% or $100,519 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-4$727,157$48,249$12,062iApproximate average salary by contribution assumption: employee only about $301,556 at 4% or $201,038 at 6%; with 50% employer match about $201,038 at 4% or $134,025 at 6%; with 100% employer match about $150,778 at 4% or $100,519 at 6%.
201214$588,008$43,053$10,763iApproximate average salary by contribution assumption: employee only about $269,081 at 4% or $179,388 at 6%; with 50% employer match about $179,388 at 4% or $119,592 at 6%; with 100% employer match about $134,541 at 4% or $89,694 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-4$588,008$43,053$10,763iApproximate average salary by contribution assumption: employee only about $269,081 at 4% or $179,388 at 6%; with 50% employer match about $179,388 at 4% or $119,592 at 6%; with 100% employer match about $134,541 at 4% or $89,694 at 6%.
201114$495,435$38,500$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-4$495,435$38,500$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.
201013$505,446$38,500$12,833iApproximate average salary by contribution assumption: employee only about $320,833 at 4% or $213,889 at 6%; with 50% employer match about $213,889 at 4% or $142,593 at 6%; with 100% employer match about $160,417 at 4% or $106,944 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$505,446$38,500$12,833iApproximate average salary by contribution assumption: employee only about $320,833 at 4% or $213,889 at 6%; with 50% employer match about $213,889 at 4% or $142,593 at 6%; with 100% employer match about $160,417 at 4% or $106,944 at 6%.
200913$420,064$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. Gary Montalvo Retirement Plan Series 97-1516-3$420,064$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%.
200813$307,803$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$307,803$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200713$0$0-
Dr. Gary Montalvo Retirement Plan Series 97-1516-3---
200613$322,917$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$322,917$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
200513$263,574$28,750$9,583iApproximate average salary by contribution assumption: employee only about $239,583 at 4% or $159,722 at 6%; with 50% employer match about $159,722 at 4% or $106,481 at 6%; with 100% employer match about $119,792 at 4% or $79,861 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$263,574$28,750$9,583iApproximate average salary by contribution assumption: employee only about $239,583 at 4% or $159,722 at 6%; with 50% employer match about $159,722 at 4% or $106,481 at 6%; with 100% employer match about $119,792 at 4% or $79,861 at 6%.
200413$228,738$33,500$11,167iApproximate average salary by contribution assumption: employee only about $279,167 at 4% or $186,111 at 6%; with 50% employer match about $186,111 at 4% or $124,074 at 6%; with 100% employer match about $139,583 at 4% or $93,056 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$228,738$33,500$11,167iApproximate average salary by contribution assumption: employee only about $279,167 at 4% or $186,111 at 6%; with 50% employer match about $186,111 at 4% or $124,074 at 6%; with 100% employer match about $139,583 at 4% or $93,056 at 6%.
200313$185,263$0-
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$185,263--
200213$118,983$33,300$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$118,983$33,300$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
200113$0$0-
Dr. Gary Montalvo Retirement Plan Series 97-1516-3---
200013$0$0-
Dr. Gary Montalvo Retirement Plan Series 97-1516-3---
199913$75,426$25,667$8,556iApproximate average salary by contribution assumption: employee only about $213,892 at 4% or $142,594 at 6%; with 50% employer match about $142,594 at 4% or $95,063 at 6%; with 100% employer match about $106,946 at 4% or $71,297 at 6%.
Dr. Gary Montalvo Retirement Plan Series 97-1516-3$75,426$25,667$8,556iApproximate average salary by contribution assumption: employee only about $213,892 at 4% or $142,594 at 6%; with 50% employer match about $142,594 at 4% or $95,063 at 6%; with 100% employer match about $106,946 at 4% or $71,297 at 6%.
Dr. Gary Montalvo | EIN 66-0377090 | 2024 Form 5500 Company Profile