Civic Intelligence

Finch Montgomery Wright LLP

Plan context: Finch Montgomery Wright LLP Profit Sharing Plan

EIN 80-0524360 • Palo Alto, CA • 7 filings • 2 plans

350 Cambridge Ave Suite 175Palo Alto, CA 94306
Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$3,581,859

2017 Contributions

$37,496

Historical Graphs

Total Assets Over Time

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

$3,581,859$1,790,930$0201120142016YearValue
$3,581,859Latest year 2016

Participants Over Time

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

630201120142016YearValue
6Latest year 2016

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
201710$0$37,496-
Finch Montgomery Wright LLP Profit Sharing Plan-0$0$37,496-
201616$3,581,859$103,936$17,323iApproximate average salary by contribution assumption: employee only about $433,067 at 4% or $288,711 at 6%; with 50% employer match about $288,711 at 4% or $192,474 at 6%; with 100% employer match about $216,533 at 4% or $144,356 at 6%.
Finch Montgomery Wright LLP Profit Sharing Plan-6$3,581,859$103,936$17,323iApproximate average salary by contribution assumption: employee only about $433,067 at 4% or $288,711 at 6%; with 50% employer match about $288,711 at 4% or $192,474 at 6%; with 100% employer match about $216,533 at 4% or $144,356 at 6%.
201515$3,129,966$98,385$19,677iApproximate average salary by contribution assumption: employee only about $491,925 at 4% or $327,950 at 6%; with 50% employer match about $327,950 at 4% or $218,633 at 6%; with 100% employer match about $245,963 at 4% or $163,975 at 6%.
Finch Montgomery Wright LLP Profit Sharing Plan-5$3,129,966$98,385$19,677iApproximate average salary by contribution assumption: employee only about $491,925 at 4% or $327,950 at 6%; with 50% employer match about $327,950 at 4% or $218,633 at 6%; with 100% employer match about $245,963 at 4% or $163,975 at 6%.
201415$3,185,097$100,272$20,054iApproximate average salary by contribution assumption: employee only about $501,360 at 4% or $334,240 at 6%; with 50% employer match about $334,240 at 4% or $222,827 at 6%; with 100% employer match about $250,680 at 4% or $167,120 at 6%.
Finch Montgomery Wright LLP Profit Sharing Plan-5$3,185,097$100,272$20,054iApproximate average salary by contribution assumption: employee only about $501,360 at 4% or $334,240 at 6%; with 50% employer match about $334,240 at 4% or $222,827 at 6%; with 100% employer match about $250,680 at 4% or $167,120 at 6%.
201315$2,786,373$99,444$19,889iApproximate average salary by contribution assumption: employee only about $497,220 at 4% or $331,480 at 6%; with 50% employer match about $331,480 at 4% or $220,987 at 6%; with 100% employer match about $248,610 at 4% or $165,740 at 6%.
Finch Montgomery Wright LLP Profit Sharing Plan-5$2,786,373$99,444$19,889iApproximate average salary by contribution assumption: employee only about $497,220 at 4% or $331,480 at 6%; with 50% employer match about $331,480 at 4% or $220,987 at 6%; with 100% employer match about $248,610 at 4% or $165,740 at 6%.
201215$2,217,185$94,390$18,878iApproximate average salary by contribution assumption: employee only about $471,950 at 4% or $314,633 at 6%; with 50% employer match about $314,633 at 4% or $209,756 at 6%; with 100% employer match about $235,975 at 4% or $157,317 at 6%.
Finch Montgomery Wright LLP Profit Sharing Plan-5$2,217,185$94,390$18,878iApproximate average salary by contribution assumption: employee only about $471,950 at 4% or $314,633 at 6%; with 50% employer match about $314,633 at 4% or $209,756 at 6%; with 100% employer match about $235,975 at 4% or $157,317 at 6%.
201114$2,303,358$57,812$14,453iApproximate average salary by contribution assumption: employee only about $361,325 at 4% or $240,883 at 6%; with 50% employer match about $240,883 at 4% or $160,589 at 6%; with 100% employer match about $180,663 at 4% or $120,442 at 6%.
Finch Montgomery Wright LLP Profit Sharing Plan-4$2,303,358$57,812$14,453iApproximate average salary by contribution assumption: employee only about $361,325 at 4% or $240,883 at 6%; with 50% employer match about $240,883 at 4% or $160,589 at 6%; with 100% employer match about $180,663 at 4% or $120,442 at 6%.