Civic Intelligence

Monk & Associates Inc.

Plan context: Monk & Associates 401(K) Plan

EIN 80-0056263 • Walnut Creek, CA • 23 filings • 3 plans

1136 Saranap Avenue, Suite QWalnut Creek, CA 94595
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,956,830

2025 Contributions

$165,836

Historical Graphs

Total Assets Over Time

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

$4,075,357$2,037,679$0200320142025YearValue
$3,956,830Latest year 2025

Participants Over Time

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

1790200320142025YearValue
12Latest year 2025

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
2025112$3,956,830$165,836$13,820iApproximate average salary by contribution assumption: employee only about $345,492 at 4% or $230,328 at 6%; with 50% employer match about $230,328 at 4% or $153,552 at 6%; with 100% employer match about $172,746 at 4% or $115,164 at 6%.
Monk & Associates 401(K) Plan-12$3,956,830$165,836$13,820iApproximate average salary by contribution assumption: employee only about $345,492 at 4% or $230,328 at 6%; with 50% employer match about $230,328 at 4% or $153,552 at 6%; with 100% employer match about $172,746 at 4% or $115,164 at 6%.
2024113$4,075,357$205,214$15,786iApproximate average salary by contribution assumption: employee only about $394,642 at 4% or $263,095 at 6%; with 50% employer match about $263,095 at 4% or $175,397 at 6%; with 100% employer match about $197,321 at 4% or $131,547 at 6%.
Monk & Associates 401(K) Plan-13$4,075,357$205,214$15,786iApproximate average salary by contribution assumption: employee only about $394,642 at 4% or $263,095 at 6%; with 50% employer match about $263,095 at 4% or $175,397 at 6%; with 100% employer match about $197,321 at 4% or $131,547 at 6%.
2023113$3,224,793$122,162$9,397iApproximate average salary by contribution assumption: employee only about $234,927 at 4% or $156,618 at 6%; with 50% employer match about $156,618 at 4% or $104,412 at 6%; with 100% employer match about $117,463 at 4% or $78,309 at 6%.
Monk & Associates 401(K) Plan-13$3,224,793$122,162$9,397iApproximate average salary by contribution assumption: employee only about $234,927 at 4% or $156,618 at 6%; with 50% employer match about $156,618 at 4% or $104,412 at 6%; with 100% employer match about $117,463 at 4% or $78,309 at 6%.
2022113$2,770,865$1,325,556$101,966iApproximate average salary by contribution assumption: employee only about $2,549,146 at 4% or $1,699,431 at 6%; with 50% employer match about $1,699,431 at 4% or $1,132,954 at 6%; with 100% employer match about $1,274,573 at 4% or $849,715 at 6%.
Monk & Associates 401(K) Plan-13$2,770,865$1,325,556$101,966iApproximate average salary by contribution assumption: employee only about $2,549,146 at 4% or $1,699,431 at 6%; with 50% employer match about $1,699,431 at 4% or $1,132,954 at 6%; with 100% employer match about $1,274,573 at 4% or $849,715 at 6%.
2021115$3,086,694$100,056$6,670iApproximate average salary by contribution assumption: employee only about $166,760 at 4% or $111,173 at 6%; with 50% employer match about $111,173 at 4% or $74,116 at 6%; with 100% employer match about $83,380 at 4% or $55,587 at 6%.
Monk & Associates 401(K) Plan-15$3,086,694$100,056$6,670iApproximate average salary by contribution assumption: employee only about $166,760 at 4% or $111,173 at 6%; with 50% employer match about $111,173 at 4% or $74,116 at 6%; with 100% employer match about $83,380 at 4% or $55,587 at 6%.
2020113$2,522,674$46,630$3,587iApproximate average salary by contribution assumption: employee only about $89,673 at 4% or $59,782 at 6%; with 50% employer match about $59,782 at 4% or $39,855 at 6%; with 100% employer match about $44,837 at 4% or $29,891 at 6%.
Monk & Associates 401(K) Plan-13$2,522,674$46,630$3,587iApproximate average salary by contribution assumption: employee only about $89,673 at 4% or $59,782 at 6%; with 50% employer match about $59,782 at 4% or $39,855 at 6%; with 100% employer match about $44,837 at 4% or $29,891 at 6%.
2019112$2,383,914$136,379$11,365iApproximate average salary by contribution assumption: employee only about $284,123 at 4% or $189,415 at 6%; with 50% employer match about $189,415 at 4% or $126,277 at 6%; with 100% employer match about $142,061 at 4% or $94,708 at 6%.
Monk & Associates 401(K) Plan-12$2,383,914$136,379$11,365iApproximate average salary by contribution assumption: employee only about $284,123 at 4% or $189,415 at 6%; with 50% employer match about $189,415 at 4% or $126,277 at 6%; with 100% employer match about $142,061 at 4% or $94,708 at 6%.
2018112$1,996,845$131,137$10,928iApproximate average salary by contribution assumption: employee only about $273,202 at 4% or $182,135 at 6%; with 50% employer match about $182,135 at 4% or $121,423 at 6%; with 100% employer match about $136,601 at 4% or $91,067 at 6%.
Monk & Associates 401(K) Plan-12$1,996,845$131,137$10,928iApproximate average salary by contribution assumption: employee only about $273,202 at 4% or $182,135 at 6%; with 50% employer match about $182,135 at 4% or $121,423 at 6%; with 100% employer match about $136,601 at 4% or $91,067 at 6%.
2017117$2,005,270$152,563$8,974iApproximate average salary by contribution assumption: employee only about $224,357 at 4% or $149,572 at 6%; with 50% employer match about $149,572 at 4% or $99,714 at 6%; with 100% employer match about $112,179 at 4% or $74,786 at 6%.
Monk & Associates 401(K) Plan-17$2,005,270$152,563$8,974iApproximate average salary by contribution assumption: employee only about $224,357 at 4% or $149,572 at 6%; with 50% employer match about $149,572 at 4% or $99,714 at 6%; with 100% employer match about $112,179 at 4% or $74,786 at 6%.
2016116$1,688,470$115,933$7,246iApproximate average salary by contribution assumption: employee only about $181,145 at 4% or $120,764 at 6%; with 50% employer match about $120,764 at 4% or $80,509 at 6%; with 100% employer match about $90,573 at 4% or $60,382 at 6%.
Monk & Associates 401(K) Plan-16$1,688,470$115,933$7,246iApproximate average salary by contribution assumption: employee only about $181,145 at 4% or $120,764 at 6%; with 50% employer match about $120,764 at 4% or $80,509 at 6%; with 100% employer match about $90,573 at 4% or $60,382 at 6%.
2015112$1,494,299$156,876$13,073iApproximate average salary by contribution assumption: employee only about $326,825 at 4% or $217,883 at 6%; with 50% employer match about $217,883 at 4% or $145,256 at 6%; with 100% employer match about $163,413 at 4% or $108,942 at 6%.
Monk & Associates 401(K) Plan-12$1,494,299$156,876$13,073iApproximate average salary by contribution assumption: employee only about $326,825 at 4% or $217,883 at 6%; with 50% employer match about $217,883 at 4% or $145,256 at 6%; with 100% employer match about $163,413 at 4% or $108,942 at 6%.
2014114$1,388,541$141,251$10,089iApproximate average salary by contribution assumption: employee only about $252,234 at 4% or $168,156 at 6%; with 50% employer match about $168,156 at 4% or $112,104 at 6%; with 100% employer match about $126,117 at 4% or $84,078 at 6%.
Monk & Associates 401(K) Plan-14$1,388,541$141,251$10,089iApproximate average salary by contribution assumption: employee only about $252,234 at 4% or $168,156 at 6%; with 50% employer match about $168,156 at 4% or $112,104 at 6%; with 100% employer match about $126,117 at 4% or $84,078 at 6%.
2013113$1,169,348$50,450$3,881iApproximate average salary by contribution assumption: employee only about $97,019 at 4% or $64,679 at 6%; with 50% employer match about $64,679 at 4% or $43,120 at 6%; with 100% employer match about $48,510 at 4% or $32,340 at 6%.
Monk & Associates 401(K) Plan-13$1,169,348$50,450$3,881iApproximate average salary by contribution assumption: employee only about $97,019 at 4% or $64,679 at 6%; with 50% employer match about $64,679 at 4% or $43,120 at 6%; with 100% employer match about $48,510 at 4% or $32,340 at 6%.
2012111$970,496$118,583$10,780iApproximate average salary by contribution assumption: employee only about $269,507 at 4% or $179,671 at 6%; with 50% employer match about $179,671 at 4% or $119,781 at 6%; with 100% employer match about $134,753 at 4% or $89,836 at 6%.
Monk & Associates 401(K) Plan-11$970,496$118,583$10,780iApproximate average salary by contribution assumption: employee only about $269,507 at 4% or $179,671 at 6%; with 50% employer match about $179,671 at 4% or $119,781 at 6%; with 100% employer match about $134,753 at 4% or $89,836 at 6%.
2011111$797,955$113,704$10,337iApproximate average salary by contribution assumption: employee only about $258,418 at 4% or $172,279 at 6%; with 50% employer match about $172,279 at 4% or $114,853 at 6%; with 100% employer match about $129,209 at 4% or $86,139 at 6%.
Monk & Associates 401(K) Plan-11$797,955$113,704$10,337iApproximate average salary by contribution assumption: employee only about $258,418 at 4% or $172,279 at 6%; with 50% employer match about $172,279 at 4% or $114,853 at 6%; with 100% employer match about $129,209 at 4% or $86,139 at 6%.
2010112$698,828$103,760$8,647iApproximate average salary by contribution assumption: employee only about $216,167 at 4% or $144,111 at 6%; with 50% employer match about $144,111 at 4% or $96,074 at 6%; with 100% employer match about $108,083 at 4% or $72,056 at 6%.
Monk & Associates 401(K) Plan-12$698,828$103,760$8,647iApproximate average salary by contribution assumption: employee only about $216,167 at 4% or $144,111 at 6%; with 50% employer match about $144,111 at 4% or $96,074 at 6%; with 100% employer match about $108,083 at 4% or $72,056 at 6%.
2009111$559,848$57,922$5,266iApproximate average salary by contribution assumption: employee only about $131,641 at 4% or $87,761 at 6%; with 50% employer match about $87,761 at 4% or $58,507 at 6%; with 100% employer match about $65,820 at 4% or $43,880 at 6%.
Monk & Associates 401(K) Plan-11$559,848$57,922$5,266iApproximate average salary by contribution assumption: employee only about $131,641 at 4% or $87,761 at 6%; with 50% employer match about $87,761 at 4% or $58,507 at 6%; with 100% employer match about $65,820 at 4% or $43,880 at 6%.
200818$576,711$122,176$15,272iApproximate average salary by contribution assumption: employee only about $381,800 at 4% or $254,533 at 6%; with 50% employer match about $254,533 at 4% or $169,689 at 6%; with 100% employer match about $190,900 at 4% or $127,267 at 6%.
Monk & Associates 401(K) Plan-8$576,711$122,176$15,272iApproximate average salary by contribution assumption: employee only about $381,800 at 4% or $254,533 at 6%; with 50% employer match about $254,533 at 4% or $169,689 at 6%; with 100% employer match about $190,900 at 4% or $127,267 at 6%.
200719$549,690$123,724$13,747iApproximate average salary by contribution assumption: employee only about $343,678 at 4% or $229,119 at 6%; with 50% employer match about $229,119 at 4% or $152,746 at 6%; with 100% employer match about $171,839 at 4% or $114,559 at 6%.
Monk & Associates 401(K) Plan-9$549,690$123,724$13,747iApproximate average salary by contribution assumption: employee only about $343,678 at 4% or $229,119 at 6%; with 50% employer match about $229,119 at 4% or $152,746 at 6%; with 100% employer match about $171,839 at 4% or $114,559 at 6%.
2006110$414,915$125,707$12,571iApproximate average salary by contribution assumption: employee only about $314,268 at 4% or $209,512 at 6%; with 50% employer match about $209,512 at 4% or $139,674 at 6%; with 100% employer match about $157,134 at 4% or $104,756 at 6%.
Monk & Associates 401(K) Plan-10$414,915$125,707$12,571iApproximate average salary by contribution assumption: employee only about $314,268 at 4% or $209,512 at 6%; with 50% employer match about $209,512 at 4% or $139,674 at 6%; with 100% employer match about $157,134 at 4% or $104,756 at 6%.
200519$255,441$96,458$10,718iApproximate average salary by contribution assumption: employee only about $267,939 at 4% or $178,626 at 6%; with 50% employer match about $178,626 at 4% or $119,084 at 6%; with 100% employer match about $133,969 at 4% or $89,313 at 6%.
Monk & Associates 401(K) Plan-9$255,441$96,458$10,718iApproximate average salary by contribution assumption: employee only about $267,939 at 4% or $178,626 at 6%; with 50% employer match about $178,626 at 4% or $119,084 at 6%; with 100% employer match about $133,969 at 4% or $89,313 at 6%.
200416$154,350$63,746$10,624iApproximate average salary by contribution assumption: employee only about $265,608 at 4% or $177,072 at 6%; with 50% employer match about $177,072 at 4% or $118,048 at 6%; with 100% employer match about $132,804 at 4% or $88,536 at 6%.
Monk & Associates 401(K) Plan-6$154,350$63,746$10,624iApproximate average salary by contribution assumption: employee only about $265,608 at 4% or $177,072 at 6%; with 50% employer match about $177,072 at 4% or $118,048 at 6%; with 100% employer match about $132,804 at 4% or $88,536 at 6%.
200315$85,624$63,320$12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.
Monk & Associates 401(K) Plan-5$85,624$63,320$12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.