Civic Intelligence

Monticello Consulting Group In

Plan context: Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust

EIN 75-3161017 • 14 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$2,773,803

2024 Contributions

$406,315

Historical Graphs

Total Assets Over Time

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

$3,391,198$1,695,599$0201120182024YearValue
$2,773,803Latest year 2024

Participants Over Time

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

52260201120182024YearValue
32Latest 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
2024132$2,773,803$406,315$12,697iApproximate average salary by contribution assumption: employee only about $317,434 at 4% or $211,622 at 6%; with 50% employer match about $211,622 at 4% or $141,082 at 6%; with 100% employer match about $158,717 at 4% or $105,811 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-32$2,773,803$406,315$12,697iApproximate average salary by contribution assumption: employee only about $317,434 at 4% or $211,622 at 6%; with 50% employer match about $211,622 at 4% or $141,082 at 6%; with 100% employer match about $158,717 at 4% or $105,811 at 6%.
2023141$3,391,198$770,202$18,785iApproximate average salary by contribution assumption: employee only about $469,635 at 4% or $313,090 at 6%; with 50% employer match about $313,090 at 4% or $208,727 at 6%; with 100% employer match about $234,818 at 4% or $156,545 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-41$3,391,198$770,202$18,785iApproximate average salary by contribution assumption: employee only about $469,635 at 4% or $313,090 at 6%; with 50% employer match about $313,090 at 4% or $208,727 at 6%; with 100% employer match about $234,818 at 4% or $156,545 at 6%.
2022152$2,487,132$734,183$14,119iApproximate average salary by contribution assumption: employee only about $352,973 at 4% or $235,315 at 6%; with 50% employer match about $235,315 at 4% or $156,877 at 6%; with 100% employer match about $176,486 at 4% or $117,658 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-52$2,487,132$734,183$14,119iApproximate average salary by contribution assumption: employee only about $352,973 at 4% or $235,315 at 6%; with 50% employer match about $235,315 at 4% or $156,877 at 6%; with 100% employer match about $176,486 at 4% or $117,658 at 6%.
2021144$2,492,432$565,636$12,855iApproximate average salary by contribution assumption: employee only about $321,384 at 4% or $214,256 at 6%; with 50% employer match about $214,256 at 4% or $142,837 at 6%; with 100% employer match about $160,692 at 4% or $107,128 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-44$2,492,432$565,636$12,855iApproximate average salary by contribution assumption: employee only about $321,384 at 4% or $214,256 at 6%; with 50% employer match about $214,256 at 4% or $142,837 at 6%; with 100% employer match about $160,692 at 4% or $107,128 at 6%.
2020137$2,121,642$459,980$12,432iApproximate average salary by contribution assumption: employee only about $310,797 at 4% or $207,198 at 6%; with 50% employer match about $207,198 at 4% or $138,132 at 6%; with 100% employer match about $155,399 at 4% or $103,599 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-37$2,121,642$459,980$12,432iApproximate average salary by contribution assumption: employee only about $310,797 at 4% or $207,198 at 6%; with 50% employer match about $207,198 at 4% or $138,132 at 6%; with 100% employer match about $155,399 at 4% or $103,599 at 6%.
2019140$1,678,671$430,362$10,759iApproximate average salary by contribution assumption: employee only about $268,976 at 4% or $179,318 at 6%; with 50% employer match about $179,318 at 4% or $119,545 at 6%; with 100% employer match about $134,488 at 4% or $89,659 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-40$1,678,671$430,362$10,759iApproximate average salary by contribution assumption: employee only about $268,976 at 4% or $179,318 at 6%; with 50% employer match about $179,318 at 4% or $119,545 at 6%; with 100% employer match about $134,488 at 4% or $89,659 at 6%.
2018140$1,252,156$275,256$6,881iApproximate average salary by contribution assumption: employee only about $172,035 at 4% or $114,690 at 6%; with 50% employer match about $114,690 at 4% or $76,460 at 6%; with 100% employer match about $86,018 at 4% or $57,345 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-40$1,252,156$275,256$6,881iApproximate average salary by contribution assumption: employee only about $172,035 at 4% or $114,690 at 6%; with 50% employer match about $114,690 at 4% or $76,460 at 6%; with 100% employer match about $86,018 at 4% or $57,345 at 6%.
2017138$1,098,792$233,260$6,138iApproximate average salary by contribution assumption: employee only about $153,461 at 4% or $102,307 at 6%; with 50% employer match about $102,307 at 4% or $68,205 at 6%; with 100% employer match about $76,730 at 4% or $51,154 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-38$1,098,792$233,260$6,138iApproximate average salary by contribution assumption: employee only about $153,461 at 4% or $102,307 at 6%; with 50% employer match about $102,307 at 4% or $68,205 at 6%; with 100% employer match about $76,730 at 4% or $51,154 at 6%.
2016133$852,153$133,356$4,041iApproximate average salary by contribution assumption: employee only about $101,027 at 4% or $67,352 at 6%; with 50% employer match about $67,352 at 4% or $44,901 at 6%; with 100% employer match about $50,514 at 4% or $33,676 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-33$852,153$133,356$4,041iApproximate average salary by contribution assumption: employee only about $101,027 at 4% or $67,352 at 6%; with 50% employer match about $67,352 at 4% or $44,901 at 6%; with 100% employer match about $50,514 at 4% or $33,676 at 6%.
2015124$651,847$73,739$3,072iApproximate average salary by contribution assumption: employee only about $76,811 at 4% or $51,208 at 6%; with 50% employer match about $51,208 at 4% or $34,138 at 6%; with 100% employer match about $38,406 at 4% or $25,604 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-24$651,847$73,739$3,072iApproximate average salary by contribution assumption: employee only about $76,811 at 4% or $51,208 at 6%; with 50% employer match about $51,208 at 4% or $34,138 at 6%; with 100% employer match about $38,406 at 4% or $25,604 at 6%.
2014114$593,231$88,434$6,317iApproximate average salary by contribution assumption: employee only about $157,918 at 4% or $105,279 at 6%; with 50% employer match about $105,279 at 4% or $70,186 at 6%; with 100% employer match about $78,959 at 4% or $52,639 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-14$593,231$88,434$6,317iApproximate average salary by contribution assumption: employee only about $157,918 at 4% or $105,279 at 6%; with 50% employer match about $105,279 at 4% or $70,186 at 6%; with 100% employer match about $78,959 at 4% or $52,639 at 6%.
2013113$469,178$84,717$6,517iApproximate average salary by contribution assumption: employee only about $162,917 at 4% or $108,612 at 6%; with 50% employer match about $108,612 at 4% or $72,408 at 6%; with 100% employer match about $81,459 at 4% or $54,306 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-13$469,178$84,717$6,517iApproximate average salary by contribution assumption: employee only about $162,917 at 4% or $108,612 at 6%; with 50% employer match about $108,612 at 4% or $72,408 at 6%; with 100% employer match about $81,459 at 4% or $54,306 at 6%.
2012113$309,645$27,807$2,139iApproximate average salary by contribution assumption: employee only about $53,475 at 4% or $35,650 at 6%; with 50% employer match about $35,650 at 4% or $23,767 at 6%; with 100% employer match about $26,738 at 4% or $17,825 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-13$309,645$27,807$2,139iApproximate average salary by contribution assumption: employee only about $53,475 at 4% or $35,650 at 6%; with 50% employer match about $35,650 at 4% or $23,767 at 6%; with 100% employer match about $26,738 at 4% or $17,825 at 6%.
201117$255,469$12,997$1,857iApproximate average salary by contribution assumption: employee only about $46,418 at 4% or $30,945 at 6%; with 50% employer match about $30,945 at 4% or $20,630 at 6%; with 100% employer match about $23,209 at 4% or $15,473 at 6%.
Monticello Consulting Group in 401(K) Profit Sharing Plan & Trust-7$255,469$12,997$1,857iApproximate average salary by contribution assumption: employee only about $46,418 at 4% or $30,945 at 6%; with 50% employer match about $30,945 at 4% or $20,630 at 6%; with 100% employer match about $23,209 at 4% or $15,473 at 6%.