Civic Intelligence

George L. Montanari

Plan context: George L. Montanari 401(K) Profit Sharing Plan

EIN 77-0197435 • Los Gatos, CA • 17 filings • 3 plans

160 Longmeadow DriveLos Gatos, CA 95032
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$4,246,545

2019 Contributions

$300,000

Historical Graphs

Total Assets Over Time

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

$4,246,545$2,123,273$0201020152019YearValue
$4,246,545Latest year 2019

Participants Over Time

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

210200720142019YearValue
2Latest year 2019

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
201922$4,246,545$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$2,563,291$68,450$34,225iApproximate average salary by contribution assumption: employee only about $855,625 at 4% or $570,417 at 6%; with 50% employer match about $570,417 at 4% or $380,278 at 6%; with 100% employer match about $427,813 at 4% or $285,208 at 6%.
GEORGE L. MONTANARI DEFINED BENEFIT PENSION PLAN-2$1,683,254$231,550$115,775iApproximate average salary by contribution assumption: employee only about $2,894,375 at 4% or $1,929,583 at 6%; with 50% employer match about $1,929,583 at 4% or $1,286,389 at 6%; with 100% employer match about $1,447,188 at 4% or $964,792 at 6%.
201822$3,072,921$267,138$133,569iApproximate average salary by contribution assumption: employee only about $3,339,225 at 4% or $2,226,150 at 6%; with 50% employer match about $2,226,150 at 4% or $1,484,100 at 6%; with 100% employer match about $1,669,613 at 4% or $1,113,075 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$1,881,142$67,138$33,569iApproximate average salary by contribution assumption: employee only about $839,225 at 4% or $559,483 at 6%; with 50% employer match about $559,483 at 4% or $372,989 at 6%; with 100% employer match about $419,613 at 4% or $279,742 at 6%.
GEORGE L. MONTANARI DEFINED BENEFIT PENSION PLAN-2$1,191,779$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201722$2,930,287$316,360$158,180iApproximate average salary by contribution assumption: employee only about $3,954,500 at 4% or $2,636,333 at 6%; with 50% employer match about $2,636,333 at 4% or $1,757,556 at 6%; with 100% employer match about $1,977,250 at 4% or $1,318,167 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$2,041,663$66,360$33,180iApproximate average salary by contribution assumption: employee only about $829,500 at 4% or $553,000 at 6%; with 50% employer match about $553,000 at 4% or $368,667 at 6%; with 100% employer match about $414,750 at 4% or $276,500 at 6%.
GEORGE L. MONTANARI DEFINED BENEFIT PENSION PLAN-2$888,624$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201622$2,157,790$315,490$157,745iApproximate average salary by contribution assumption: employee only about $3,943,625 at 4% or $2,629,083 at 6%; with 50% employer match about $2,629,083 at 4% or $1,752,722 at 6%; with 100% employer match about $1,971,813 at 4% or $1,314,542 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$1,580,681$65,490$32,745iApproximate average salary by contribution assumption: employee only about $818,625 at 4% or $545,750 at 6%; with 50% employer match about $545,750 at 4% or $363,833 at 6%; with 100% employer match about $409,313 at 4% or $272,875 at 6%.
GEORGE L. MONTANARI DEFINED BENEFIT PENSION PLAN-2$577,109$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201522$1,645,834$202,620$101,310iApproximate average salary by contribution assumption: employee only about $2,532,750 at 4% or $1,688,500 at 6%; with 50% employer match about $1,688,500 at 4% or $1,125,667 at 6%; with 100% employer match about $1,266,375 at 4% or $844,250 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$1,345,335$52,620$26,310iApproximate average salary by contribution assumption: employee only about $657,750 at 4% or $438,500 at 6%; with 50% employer match about $438,500 at 4% or $292,333 at 6%; with 100% employer match about $328,875 at 4% or $219,250 at 6%.
GEORGE L. MONTANARI DEFINED BENEFIT PENSION PLAN-2$300,499$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201412$1,428,926$39,320$19,660iApproximate average salary by contribution assumption: employee only about $491,500 at 4% or $327,667 at 6%; with 50% employer match about $327,667 at 4% or $218,444 at 6%; with 100% employer match about $245,750 at 4% or $163,833 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$1,428,926$39,320$19,660iApproximate average salary by contribution assumption: employee only about $491,500 at 4% or $327,667 at 6%; with 50% employer match about $327,667 at 4% or $218,444 at 6%; with 100% employer match about $245,750 at 4% or $163,833 at 6%.
201312$1,326,277$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$1,326,277$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
201212$1,076,702$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$1,076,702$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
201112$951,402$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$951,402$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
201012$910,933$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
George L. Montanari 401(K) Profit Sharing Plan-2$910,933$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
200812$0$0-
George L. Montanari 401(K) Profit Sharing Plan-2---
200712$0$0-
George L. Montanari 401(K) Profit Sharing Plan-2---