Civic Intelligence

Monticello Custom Homes LP

Plan context: Monticello Custom Homes LP 401(K) Plan

EIN 82-0556155 • San Antonio, TX • 21 filings • 4 plans

P.O. Box 790852San Antonio, TX 78279
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$2,301,038

2024 Contributions

$69,736

Historical Graphs

Total Assets Over Time

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

$2,301,038$1,150,519$0200420142023YearValue
$2,301,038Latest year 2023

Participants Over Time

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

36180200420142023YearValue
36Latest year 2023

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
202410$0$69,736-
Monticello Custom Homes LP 401(K) Plan-0$0$69,736-
2023136$2,301,038$360,730$10,020iApproximate average salary by contribution assumption: employee only about $250,507 at 4% or $167,005 at 6%; with 50% employer match about $167,005 at 4% or $111,336 at 6%; with 100% employer match about $125,253 at 4% or $83,502 at 6%.
Monticello Custom Homes LP 401(K) Plan-36$2,301,038$360,730$10,020iApproximate average salary by contribution assumption: employee only about $250,507 at 4% or $167,005 at 6%; with 50% employer match about $167,005 at 4% or $111,336 at 6%; with 100% employer match about $125,253 at 4% or $83,502 at 6%.
2022129$1,707,511$302,286$10,424iApproximate average salary by contribution assumption: employee only about $260,591 at 4% or $173,728 at 6%; with 50% employer match about $173,728 at 4% or $115,818 at 6%; with 100% employer match about $130,296 at 4% or $86,864 at 6%.
Monticello Custom Homes LP 401(K) Plan-29$1,707,511$302,286$10,424iApproximate average salary by contribution assumption: employee only about $260,591 at 4% or $173,728 at 6%; with 50% employer match about $173,728 at 4% or $115,818 at 6%; with 100% employer match about $130,296 at 4% or $86,864 at 6%.
2021132$1,742,458$234,068$7,315iApproximate average salary by contribution assumption: employee only about $182,866 at 4% or $121,910 at 6%; with 50% employer match about $121,910 at 4% or $81,274 at 6%; with 100% employer match about $91,433 at 4% or $60,955 at 6%.
Monticello Custom Homes LP 401(K) Plan-32$1,742,458$234,068$7,315iApproximate average salary by contribution assumption: employee only about $182,866 at 4% or $121,910 at 6%; with 50% employer match about $121,910 at 4% or $81,274 at 6%; with 100% employer match about $91,433 at 4% or $60,955 at 6%.
2020129$1,781,334$170,742$5,888iApproximate average salary by contribution assumption: employee only about $147,191 at 4% or $98,128 at 6%; with 50% employer match about $98,128 at 4% or $65,418 at 6%; with 100% employer match about $73,596 at 4% or $49,064 at 6%.
Monticello Custom Homes LP 401(K) Plan-29$1,781,334$170,742$5,888iApproximate average salary by contribution assumption: employee only about $147,191 at 4% or $98,128 at 6%; with 50% employer match about $98,128 at 4% or $65,418 at 6%; with 100% employer match about $73,596 at 4% or $49,064 at 6%.
2019131$1,679,690$187,601$6,052iApproximate average salary by contribution assumption: employee only about $151,291 at 4% or $100,861 at 6%; with 50% employer match about $100,861 at 4% or $67,241 at 6%; with 100% employer match about $75,646 at 4% or $50,430 at 6%.
Monticello Custom Homes LP 401(K) Plan-31$1,679,690$187,601$6,052iApproximate average salary by contribution assumption: employee only about $151,291 at 4% or $100,861 at 6%; with 50% employer match about $100,861 at 4% or $67,241 at 6%; with 100% employer match about $75,646 at 4% or $50,430 at 6%.
2018129$1,288,915$219,581$7,572iApproximate average salary by contribution assumption: employee only about $189,294 at 4% or $126,196 at 6%; with 50% employer match about $126,196 at 4% or $84,131 at 6%; with 100% employer match about $94,647 at 4% or $63,098 at 6%.
Monticello Custom Homes LP 401(K) Plan-29$1,288,915$219,581$7,572iApproximate average salary by contribution assumption: employee only about $189,294 at 4% or $126,196 at 6%; with 50% employer match about $126,196 at 4% or $84,131 at 6%; with 100% employer match about $94,647 at 4% or $63,098 at 6%.
2017133$1,220,095$285,143$8,641iApproximate average salary by contribution assumption: employee only about $216,017 at 4% or $144,012 at 6%; with 50% employer match about $144,012 at 4% or $96,008 at 6%; with 100% employer match about $108,009 at 4% or $72,006 at 6%.
Monticello Custom Homes LP 401(K) Plan-33$1,220,095$285,143$8,641iApproximate average salary by contribution assumption: employee only about $216,017 at 4% or $144,012 at 6%; with 50% employer match about $144,012 at 4% or $96,008 at 6%; with 100% employer match about $108,009 at 4% or $72,006 at 6%.
2016118$786,201$53,351$2,964iApproximate average salary by contribution assumption: employee only about $74,099 at 4% or $49,399 at 6%; with 50% employer match about $49,399 at 4% or $32,933 at 6%; with 100% employer match about $37,049 at 4% or $24,700 at 6%.
Monticello Custom Homes LP 401(K) Plan-18$786,201$53,351$2,964iApproximate average salary by contribution assumption: employee only about $74,099 at 4% or $49,399 at 6%; with 50% employer match about $49,399 at 4% or $32,933 at 6%; with 100% employer match about $37,049 at 4% or $24,700 at 6%.
2015115$678,143$28,565$1,904iApproximate average salary by contribution assumption: employee only about $47,608 at 4% or $31,739 at 6%; with 50% employer match about $31,739 at 4% or $21,159 at 6%; with 100% employer match about $23,804 at 4% or $15,869 at 6%.
Monticello Custom Homes LP 401(K) Plan-15$678,143$28,565$1,904iApproximate average salary by contribution assumption: employee only about $47,608 at 4% or $31,739 at 6%; with 50% employer match about $31,739 at 4% or $21,159 at 6%; with 100% employer match about $23,804 at 4% or $15,869 at 6%.
2014116$724,447$31,402$1,963iApproximate average salary by contribution assumption: employee only about $49,066 at 4% or $32,710 at 6%; with 50% employer match about $32,710 at 4% or $21,807 at 6%; with 100% employer match about $24,533 at 4% or $16,355 at 6%.
Monticello Custom Homes LP 401(K) Plan-16$724,447$31,402$1,963iApproximate average salary by contribution assumption: employee only about $49,066 at 4% or $32,710 at 6%; with 50% employer match about $32,710 at 4% or $21,807 at 6%; with 100% employer match about $24,533 at 4% or $16,355 at 6%.
2013114$679,477$16,139$1,153iApproximate average salary by contribution assumption: employee only about $28,820 at 4% or $19,213 at 6%; with 50% employer match about $19,213 at 4% or $12,809 at 6%; with 100% employer match about $14,410 at 4% or $9,607 at 6%.
Monticello Custom Homes LP 401(K) Plan-14$679,477$16,139$1,153iApproximate average salary by contribution assumption: employee only about $28,820 at 4% or $19,213 at 6%; with 50% employer match about $19,213 at 4% or $12,809 at 6%; with 100% employer match about $14,410 at 4% or $9,607 at 6%.
2012113$557,010$15,912$1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%.
Monticello Custom Homes LP 401(K) Plan-13$557,010$15,912$1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%.
2011115$530,914$13,096$873iApproximate average salary by contribution assumption: employee only about $21,827 at 4% or $14,551 at 6%; with 50% employer match about $14,551 at 4% or $9,701 at 6%; with 100% employer match about $10,913 at 4% or $7,276 at 6%.
Monticello Custom Homes LP 401(K) Plan-15$530,914$13,096$873iApproximate average salary by contribution assumption: employee only about $21,827 at 4% or $14,551 at 6%; with 50% employer match about $14,551 at 4% or $9,701 at 6%; with 100% employer match about $10,913 at 4% or $7,276 at 6%.
2010117$539,472$12,589$741iApproximate average salary by contribution assumption: employee only about $18,513 at 4% or $12,342 at 6%; with 50% employer match about $12,342 at 4% or $8,228 at 6%; with 100% employer match about $9,257 at 4% or $6,171 at 6%.
Monticello Custom Homes LP 401(K) Plan-17$539,472$12,589$741iApproximate average salary by contribution assumption: employee only about $18,513 at 4% or $12,342 at 6%; with 50% employer match about $12,342 at 4% or $8,228 at 6%; with 100% employer match about $9,257 at 4% or $6,171 at 6%.
2009118$479,195$37,061$2,059iApproximate average salary by contribution assumption: employee only about $51,474 at 4% or $34,316 at 6%; with 50% employer match about $34,316 at 4% or $22,877 at 6%; with 100% employer match about $25,737 at 4% or $17,158 at 6%.
Monticello Custom Homes LP 401(K) Plan-18$479,195$37,061$2,059iApproximate average salary by contribution assumption: employee only about $51,474 at 4% or $34,316 at 6%; with 50% employer match about $34,316 at 4% or $22,877 at 6%; with 100% employer match about $25,737 at 4% or $17,158 at 6%.
2008115$305,933$86,759$5,784iApproximate average salary by contribution assumption: employee only about $144,598 at 4% or $96,399 at 6%; with 50% employer match about $96,399 at 4% or $64,266 at 6%; with 100% employer match about $72,299 at 4% or $48,199 at 6%.
Monticello Custom Homes LP 401(K) Plan-15$305,933$86,759$5,784iApproximate average salary by contribution assumption: employee only about $144,598 at 4% or $96,399 at 6%; with 50% employer match about $96,399 at 4% or $64,266 at 6%; with 100% employer match about $72,299 at 4% or $48,199 at 6%.
2007120$411,036$115,522$5,776iApproximate average salary by contribution assumption: employee only about $144,403 at 4% or $96,268 at 6%; with 50% employer match about $96,268 at 4% or $64,179 at 6%; with 100% employer match about $72,201 at 4% or $48,134 at 6%.
Monticello Custom Homes LP 401(K) Plan-20$411,036$115,522$5,776iApproximate average salary by contribution assumption: employee only about $144,403 at 4% or $96,268 at 6%; with 50% employer match about $96,268 at 4% or $64,179 at 6%; with 100% employer match about $72,201 at 4% or $48,134 at 6%.
2006116$273,351$62,704$3,919iApproximate average salary by contribution assumption: employee only about $97,975 at 4% or $65,317 at 6%; with 50% employer match about $65,317 at 4% or $43,544 at 6%; with 100% employer match about $48,988 at 4% or $32,658 at 6%.
Monticello Custom Homes LP 401(K) Plan-16$273,351$62,704$3,919iApproximate average salary by contribution assumption: employee only about $97,975 at 4% or $65,317 at 6%; with 50% employer match about $65,317 at 4% or $43,544 at 6%; with 100% employer match about $48,988 at 4% or $32,658 at 6%.
2005117$194,757$40,533$2,384iApproximate average salary by contribution assumption: employee only about $59,607 at 4% or $39,738 at 6%; with 50% employer match about $39,738 at 4% or $26,492 at 6%; with 100% employer match about $29,804 at 4% or $19,869 at 6%.
Monticello Custom Homes LP 401(K) Plan-17$194,757$40,533$2,384iApproximate average salary by contribution assumption: employee only about $59,607 at 4% or $39,738 at 6%; with 50% employer match about $39,738 at 4% or $26,492 at 6%; with 100% employer match about $29,804 at 4% or $19,869 at 6%.
2004114$136,968$49,827$3,559iApproximate average salary by contribution assumption: employee only about $88,977 at 4% or $59,318 at 6%; with 50% employer match about $59,318 at 4% or $39,545 at 6%; with 100% employer match about $44,488 at 4% or $29,659 at 6%.
Monticello Custom Homes LP 401(K) Plan-14$136,968$49,827$3,559iApproximate average salary by contribution assumption: employee only about $88,977 at 4% or $59,318 at 6%; with 50% employer match about $59,318 at 4% or $39,545 at 6%; with 100% employer match about $44,488 at 4% or $29,659 at 6%.