Civic Intelligence

Monterey Private Wealth Inc.

Plan context: Monterey Private Wealth Retirement Trust

EIN 77-0576759 • Monterey, CA • 18 filings • 2 plans

2340 Garden RoadSuite 202Monterey, CA 93940
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,259,383

2024 Contributions

$311,928

Historical Graphs

Total Assets Over Time

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

$3,259,383$1,629,692$0200720162024YearValue
$3,259,383Latest year 2024

Participants Over Time

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

1470200720162024YearValue
14Latest 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
2024114$3,259,383$311,928$22,281iApproximate average salary by contribution assumption: employee only about $557,014 at 4% or $371,343 at 6%; with 50% employer match about $371,343 at 4% or $247,562 at 6%; with 100% employer match about $278,507 at 4% or $185,671 at 6%.
Monterey Private Wealth Retirement Trust-14$3,259,383$311,928$22,281iApproximate average salary by contribution assumption: employee only about $557,014 at 4% or $371,343 at 6%; with 50% employer match about $371,343 at 4% or $247,562 at 6%; with 100% employer match about $278,507 at 4% or $185,671 at 6%.
2023113$2,555,878$304,338$23,411iApproximate average salary by contribution assumption: employee only about $585,265 at 4% or $390,177 at 6%; with 50% employer match about $390,177 at 4% or $260,118 at 6%; with 100% employer match about $292,633 at 4% or $195,088 at 6%.
Monterey Private Wealth Retirement Trust-13$2,555,878$304,338$23,411iApproximate average salary by contribution assumption: employee only about $585,265 at 4% or $390,177 at 6%; with 50% employer match about $390,177 at 4% or $260,118 at 6%; with 100% employer match about $292,633 at 4% or $195,088 at 6%.
2022113$1,877,502$274,930$21,148iApproximate average salary by contribution assumption: employee only about $528,712 at 4% or $352,474 at 6%; with 50% employer match about $352,474 at 4% or $234,983 at 6%; with 100% employer match about $264,356 at 4% or $176,237 at 6%.
Monterey Private Wealth Retirement Trust-13$1,877,502$274,930$21,148iApproximate average salary by contribution assumption: employee only about $528,712 at 4% or $352,474 at 6%; with 50% employer match about $352,474 at 4% or $234,983 at 6%; with 100% employer match about $264,356 at 4% or $176,237 at 6%.
2021113$2,300,997$263,807$20,293iApproximate average salary by contribution assumption: employee only about $507,321 at 4% or $338,214 at 6%; with 50% employer match about $338,214 at 4% or $225,476 at 6%; with 100% employer match about $253,661 at 4% or $169,107 at 6%.
Monterey Private Wealth Retirement Trust-13$2,300,997$263,807$20,293iApproximate average salary by contribution assumption: employee only about $507,321 at 4% or $338,214 at 6%; with 50% employer match about $338,214 at 4% or $225,476 at 6%; with 100% employer match about $253,661 at 4% or $169,107 at 6%.
2020114$1,888,265$290,861$20,776iApproximate average salary by contribution assumption: employee only about $519,395 at 4% or $346,263 at 6%; with 50% employer match about $346,263 at 4% or $230,842 at 6%; with 100% employer match about $259,697 at 4% or $173,132 at 6%.
Monterey Private Wealth Retirement Trust-14$1,888,265$290,861$20,776iApproximate average salary by contribution assumption: employee only about $519,395 at 4% or $346,263 at 6%; with 50% employer match about $346,263 at 4% or $230,842 at 6%; with 100% employer match about $259,697 at 4% or $173,132 at 6%.
2019114$1,635,292$226,113$16,151iApproximate average salary by contribution assumption: employee only about $403,773 at 4% or $269,182 at 6%; with 50% employer match about $269,182 at 4% or $179,455 at 6%; with 100% employer match about $201,887 at 4% or $134,591 at 6%.
Monterey Private Wealth Retirement Trust-14$1,635,292$226,113$16,151iApproximate average salary by contribution assumption: employee only about $403,773 at 4% or $269,182 at 6%; with 50% employer match about $269,182 at 4% or $179,455 at 6%; with 100% employer match about $201,887 at 4% or $134,591 at 6%.
2018111$1,138,182$196,826$17,893iApproximate average salary by contribution assumption: employee only about $447,332 at 4% or $298,221 at 6%; with 50% employer match about $298,221 at 4% or $198,814 at 6%; with 100% employer match about $223,666 at 4% or $149,111 at 6%.
Monterey Private Wealth Retirement Trust-11$1,138,182$196,826$17,893iApproximate average salary by contribution assumption: employee only about $447,332 at 4% or $298,221 at 6%; with 50% employer match about $298,221 at 4% or $198,814 at 6%; with 100% employer match about $223,666 at 4% or $149,111 at 6%.
2017111$1,079,958$184,241$16,749iApproximate average salary by contribution assumption: employee only about $418,730 at 4% or $279,153 at 6%; with 50% employer match about $279,153 at 4% or $186,102 at 6%; with 100% employer match about $209,365 at 4% or $139,577 at 6%.
Monterey Private Wealth Retirement Trust-11$1,079,958$184,241$16,749iApproximate average salary by contribution assumption: employee only about $418,730 at 4% or $279,153 at 6%; with 50% employer match about $279,153 at 4% or $186,102 at 6%; with 100% employer match about $209,365 at 4% or $139,577 at 6%.
2016110$752,841$150,519$15,052iApproximate average salary by contribution assumption: employee only about $376,298 at 4% or $250,865 at 6%; with 50% employer match about $250,865 at 4% or $167,243 at 6%; with 100% employer match about $188,149 at 4% or $125,433 at 6%.
Monterey Private Wealth Retirement Trust-10$752,841$150,519$15,052iApproximate average salary by contribution assumption: employee only about $376,298 at 4% or $250,865 at 6%; with 50% employer match about $250,865 at 4% or $167,243 at 6%; with 100% employer match about $188,149 at 4% or $125,433 at 6%.
201517$529,882$175,833$25,119iApproximate average salary by contribution assumption: employee only about $627,975 at 4% or $418,650 at 6%; with 50% employer match about $418,650 at 4% or $279,100 at 6%; with 100% employer match about $313,988 at 4% or $209,325 at 6%.
Monterey Private Wealth Retirement Trust-7$529,882$175,833$25,119iApproximate average salary by contribution assumption: employee only about $627,975 at 4% or $418,650 at 6%; with 50% employer match about $418,650 at 4% or $279,100 at 6%; with 100% employer match about $313,988 at 4% or $209,325 at 6%.
201410$378,360$98,925-
Monterey Private Wealth Retirement Trust-0$378,360$98,925-
201317$261,242$80,803$11,543iApproximate average salary by contribution assumption: employee only about $288,582 at 4% or $192,388 at 6%; with 50% employer match about $192,388 at 4% or $128,259 at 6%; with 100% employer match about $144,291 at 4% or $96,194 at 6%.
Monterey Private Wealth Retirement Trust-7$261,242$80,803$11,543iApproximate average salary by contribution assumption: employee only about $288,582 at 4% or $192,388 at 6%; with 50% employer match about $192,388 at 4% or $128,259 at 6%; with 100% employer match about $144,291 at 4% or $96,194 at 6%.
201215$140,570$24,800$4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%.
Monterey Private Wealth Retirement Trust-5$140,570$24,800$4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%.
201115$96,846$22,096$4,419iApproximate average salary by contribution assumption: employee only about $110,480 at 4% or $73,653 at 6%; with 50% employer match about $73,653 at 4% or $49,102 at 6%; with 100% employer match about $55,240 at 4% or $36,827 at 6%.
Monterey Private Wealth Retirement Trust-5$96,846$22,096$4,419iApproximate average salary by contribution assumption: employee only about $110,480 at 4% or $73,653 at 6%; with 50% employer match about $73,653 at 4% or $49,102 at 6%; with 100% employer match about $55,240 at 4% or $36,827 at 6%.
201013$80,830$17,040$5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%.
Monterey Private Wealth Retirement Trust-3$80,830$17,040$5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%.
200914$60,000$23,161$5,790iApproximate average salary by contribution assumption: employee only about $144,756 at 4% or $96,504 at 6%; with 50% employer match about $96,504 at 4% or $64,336 at 6%; with 100% employer match about $72,378 at 4% or $48,252 at 6%.
Monterey Private Wealth Retirement Trust-4$60,000$23,161$5,790iApproximate average salary by contribution assumption: employee only about $144,756 at 4% or $96,504 at 6%; with 50% employer match about $96,504 at 4% or $64,336 at 6%; with 100% employer match about $72,378 at 4% or $48,252 at 6%.
200814$24,381$23,267$5,817iApproximate average salary by contribution assumption: employee only about $145,419 at 4% or $96,946 at 6%; with 50% employer match about $96,946 at 4% or $64,631 at 6%; with 100% employer match about $72,709 at 4% or $48,473 at 6%.
Monterey Private Wealth Retirement Trust-4$24,381$23,267$5,817iApproximate average salary by contribution assumption: employee only about $145,419 at 4% or $96,946 at 6%; with 50% employer match about $96,946 at 4% or $64,631 at 6%; with 100% employer match about $72,709 at 4% or $48,473 at 6%.
200714$15,265$15,551$3,888iApproximate average salary by contribution assumption: employee only about $97,194 at 4% or $64,796 at 6%; with 50% employer match about $64,796 at 4% or $43,197 at 6%; with 100% employer match about $48,597 at 4% or $32,398 at 6%.
Monterey Private Wealth Retirement Trust-4$15,265$15,551$3,888iApproximate average salary by contribution assumption: employee only about $97,194 at 4% or $64,796 at 6%; with 50% employer match about $64,796 at 4% or $43,197 at 6%; with 100% employer match about $48,597 at 4% or $32,398 at 6%.