Civic Intelligence

Monticello Associates Inc.

Plan context: Monticello Associates Inc. Profit Sharing Plan

EIN 84-1205635 • Denver, CO • 30 filings • 4 plans

1800 Larimer Street Suite 2100Denver, CO 80202
Current Snapshot

Latest Year

2024

2024 Participants

77

2024 Assets

$48,767,496

2024 Contributions

$2,553,094

Historical Graphs

Total Assets Over Time

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

$50,874,437$25,437,219$0199920122024YearValue
$48,767,496Latest year 2024

Participants Over Time

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

77390199920122024YearValue
77Latest 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
2024177$48,767,496$2,553,094$33,157iApproximate average salary by contribution assumption: employee only about $828,927 at 4% or $552,618 at 6%; with 50% employer match about $552,618 at 4% or $368,412 at 6%; with 100% employer match about $414,463 at 4% or $276,309 at 6%.
Monticello Associates Inc. Profit Sharing Plan-77$48,767,496$2,553,094$33,157iApproximate average salary by contribution assumption: employee only about $828,927 at 4% or $552,618 at 6%; with 50% employer match about $552,618 at 4% or $368,412 at 6%; with 100% employer match about $414,463 at 4% or $276,309 at 6%.
2023174$47,014,181$2,407,676$32,536iApproximate average salary by contribution assumption: employee only about $813,404 at 4% or $542,269 at 6%; with 50% employer match about $542,269 at 4% or $361,513 at 6%; with 100% employer match about $406,702 at 4% or $271,135 at 6%.
Monticello Associates Inc. Profit Sharing Plan-74$47,014,181$2,407,676$32,536iApproximate average salary by contribution assumption: employee only about $813,404 at 4% or $542,269 at 6%; with 50% employer match about $542,269 at 4% or $361,513 at 6%; with 100% employer match about $406,702 at 4% or $271,135 at 6%.
2022168$37,743,164$2,183,743$32,114iApproximate average salary by contribution assumption: employee only about $802,847 at 4% or $535,231 at 6%; with 50% employer match about $535,231 at 4% or $356,821 at 6%; with 100% employer match about $401,423 at 4% or $267,616 at 6%.
Monticello Associates Inc. Profit Sharing Plan-68$37,743,164$2,183,743$32,114iApproximate average salary by contribution assumption: employee only about $802,847 at 4% or $535,231 at 6%; with 50% employer match about $535,231 at 4% or $356,821 at 6%; with 100% employer match about $401,423 at 4% or $267,616 at 6%.
2021164$50,874,437$2,476,645$38,698iApproximate average salary by contribution assumption: employee only about $967,439 at 4% or $644,960 at 6%; with 50% employer match about $644,960 at 4% or $429,973 at 6%; with 100% employer match about $483,720 at 4% or $322,480 at 6%.
Monticello Associates Inc. Profit Sharing Plan-64$50,874,437$2,476,645$38,698iApproximate average salary by contribution assumption: employee only about $967,439 at 4% or $644,960 at 6%; with 50% employer match about $644,960 at 4% or $429,973 at 6%; with 100% employer match about $483,720 at 4% or $322,480 at 6%.
2020163$45,536,570$2,027,149$32,177iApproximate average salary by contribution assumption: employee only about $804,424 at 4% or $536,283 at 6%; with 50% employer match about $536,283 at 4% or $357,522 at 6%; with 100% employer match about $402,212 at 4% or $268,141 at 6%.
Monticello Associates Inc. Profit Sharing Plan-63$45,536,570$2,027,149$32,177iApproximate average salary by contribution assumption: employee only about $804,424 at 4% or $536,283 at 6%; with 50% employer match about $536,283 at 4% or $357,522 at 6%; with 100% employer match about $402,212 at 4% or $268,141 at 6%.
2019152$33,808,866$1,971,292$37,909iApproximate average salary by contribution assumption: employee only about $947,737 at 4% or $631,824 at 6%; with 50% employer match about $631,824 at 4% or $421,216 at 6%; with 100% employer match about $473,868 at 4% or $315,912 at 6%.
Monticello Associates Inc. Profit Sharing Plan-52$33,808,866$1,971,292$37,909iApproximate average salary by contribution assumption: employee only about $947,737 at 4% or $631,824 at 6%; with 50% employer match about $631,824 at 4% or $421,216 at 6%; with 100% employer match about $473,868 at 4% or $315,912 at 6%.
2018150$27,603,925$1,927,818$38,556iApproximate average salary by contribution assumption: employee only about $963,909 at 4% or $642,606 at 6%; with 50% employer match about $642,606 at 4% or $428,404 at 6%; with 100% employer match about $481,955 at 4% or $321,303 at 6%.
Monticello Associates Inc. Profit Sharing Plan-50$27,603,925$1,927,818$38,556iApproximate average salary by contribution assumption: employee only about $963,909 at 4% or $642,606 at 6%; with 50% employer match about $642,606 at 4% or $428,404 at 6%; with 100% employer match about $481,955 at 4% or $321,303 at 6%.
2017154$29,750,099$1,714,142$31,743iApproximate average salary by contribution assumption: employee only about $793,584 at 4% or $529,056 at 6%; with 50% employer match about $529,056 at 4% or $352,704 at 6%; with 100% employer match about $396,792 at 4% or $264,528 at 6%.
Monticello Associates Inc. Profit Sharing Plan-54$29,750,099$1,714,142$31,743iApproximate average salary by contribution assumption: employee only about $793,584 at 4% or $529,056 at 6%; with 50% employer match about $529,056 at 4% or $352,704 at 6%; with 100% employer match about $396,792 at 4% or $264,528 at 6%.
2016149$23,378,876$1,738,759$35,485iApproximate average salary by contribution assumption: employee only about $887,122 at 4% or $591,415 at 6%; with 50% employer match about $591,415 at 4% or $394,276 at 6%; with 100% employer match about $443,561 at 4% or $295,707 at 6%.
Monticello Associates Inc. Profit Sharing Plan-49$23,378,876$1,738,759$35,485iApproximate average salary by contribution assumption: employee only about $887,122 at 4% or $591,415 at 6%; with 50% employer match about $591,415 at 4% or $394,276 at 6%; with 100% employer match about $443,561 at 4% or $295,707 at 6%.
2015149$20,785,737$1,575,493$32,153iApproximate average salary by contribution assumption: employee only about $803,823 at 4% or $535,882 at 6%; with 50% employer match about $535,882 at 4% or $357,255 at 6%; with 100% employer match about $401,911 at 4% or $267,941 at 6%.
Monticello Associates Inc. Profit Sharing Plan-49$20,785,737$1,575,493$32,153iApproximate average salary by contribution assumption: employee only about $803,823 at 4% or $535,882 at 6%; with 50% employer match about $535,882 at 4% or $357,255 at 6%; with 100% employer match about $401,911 at 4% or $267,941 at 6%.
2014145$19,182,408$1,501,697$33,371iApproximate average salary by contribution assumption: employee only about $834,276 at 4% or $556,184 at 6%; with 50% employer match about $556,184 at 4% or $370,789 at 6%; with 100% employer match about $417,138 at 4% or $278,092 at 6%.
Monticello Associates Inc. Profit Sharing Plan-45$19,182,408$1,501,697$33,371iApproximate average salary by contribution assumption: employee only about $834,276 at 4% or $556,184 at 6%; with 50% employer match about $556,184 at 4% or $370,789 at 6%; with 100% employer match about $417,138 at 4% or $278,092 at 6%.
2013146$15,015,495$1,310,420$28,487iApproximate average salary by contribution assumption: employee only about $712,185 at 4% or $474,790 at 6%; with 50% employer match about $474,790 at 4% or $316,527 at 6%; with 100% employer match about $356,092 at 4% or $237,395 at 6%.
Monticello Associates Inc. Profit Sharing Plan-46$15,015,495$1,310,420$28,487iApproximate average salary by contribution assumption: employee only about $712,185 at 4% or $474,790 at 6%; with 50% employer match about $474,790 at 4% or $316,527 at 6%; with 100% employer match about $356,092 at 4% or $237,395 at 6%.
2012149$10,107,824$1,238,310$25,272iApproximate average salary by contribution assumption: employee only about $631,791 at 4% or $421,194 at 6%; with 50% employer match about $421,194 at 4% or $280,796 at 6%; with 100% employer match about $315,895 at 4% or $210,597 at 6%.
Monticello Associates Inc. Profit Sharing Plan-49$10,107,824$1,238,310$25,272iApproximate average salary by contribution assumption: employee only about $631,791 at 4% or $421,194 at 6%; with 50% employer match about $421,194 at 4% or $280,796 at 6%; with 100% employer match about $315,895 at 4% or $210,597 at 6%.
2011145$7,819,348$977,033$21,712iApproximate average salary by contribution assumption: employee only about $542,796 at 4% or $361,864 at 6%; with 50% employer match about $361,864 at 4% or $241,243 at 6%; with 100% employer match about $271,398 at 4% or $180,932 at 6%.
Monticello Associates Inc. Profit Sharing Plan-45$7,819,348$977,033$21,712iApproximate average salary by contribution assumption: employee only about $542,796 at 4% or $361,864 at 6%; with 50% employer match about $361,864 at 4% or $241,243 at 6%; with 100% employer match about $271,398 at 4% or $180,932 at 6%.
2010142$7,022,681$1,005,516$23,941iApproximate average salary by contribution assumption: employee only about $598,521 at 4% or $399,014 at 6%; with 50% employer match about $399,014 at 4% or $266,010 at 6%; with 100% employer match about $299,261 at 4% or $199,507 at 6%.
Monticello Associates Inc. Profit Sharing Plan-42$7,022,681$1,005,516$23,941iApproximate average salary by contribution assumption: employee only about $598,521 at 4% or $399,014 at 6%; with 50% employer match about $399,014 at 4% or $266,010 at 6%; with 100% employer match about $299,261 at 4% or $199,507 at 6%.
2009139$5,430,159$374,924$9,613iApproximate average salary by contribution assumption: employee only about $240,336 at 4% or $160,224 at 6%; with 50% employer match about $160,224 at 4% or $106,816 at 6%; with 100% employer match about $120,168 at 4% or $80,112 at 6%.
Monticello Associates Inc. Profit Sharing Plan-39$5,430,159$374,924$9,613iApproximate average salary by contribution assumption: employee only about $240,336 at 4% or $160,224 at 6%; with 50% employer match about $160,224 at 4% or $106,816 at 6%; with 100% employer match about $120,168 at 4% or $80,112 at 6%.
2008130$3,654,317$915,751$30,525iApproximate average salary by contribution assumption: employee only about $763,126 at 4% or $508,751 at 6%; with 50% employer match about $508,751 at 4% or $339,167 at 6%; with 100% employer match about $381,563 at 4% or $254,375 at 6%.
Monticello Associates Inc. Profit Sharing Plan-30$3,654,317$915,751$30,525iApproximate average salary by contribution assumption: employee only about $763,126 at 4% or $508,751 at 6%; with 50% employer match about $508,751 at 4% or $339,167 at 6%; with 100% employer match about $381,563 at 4% or $254,375 at 6%.
2007123$0$0-
Monticello Associates Inc. Profit Sharing Plan-23---
2006119$3,258,982$521,183$27,431iApproximate average salary by contribution assumption: employee only about $685,767 at 4% or $457,178 at 6%; with 50% employer match about $457,178 at 4% or $304,785 at 6%; with 100% employer match about $342,884 at 4% or $228,589 at 6%.
Monticello Associates Inc. Profit Sharing Plan-19$3,258,982$521,183$27,431iApproximate average salary by contribution assumption: employee only about $685,767 at 4% or $457,178 at 6%; with 50% employer match about $457,178 at 4% or $304,785 at 6%; with 100% employer match about $342,884 at 4% or $228,589 at 6%.
2005119$2,318,932$456,413$24,022iApproximate average salary by contribution assumption: employee only about $600,543 at 4% or $400,362 at 6%; with 50% employer match about $400,362 at 4% or $266,908 at 6%; with 100% employer match about $300,272 at 4% or $200,181 at 6%.
Monticello Associates Inc. Profit Sharing Plan-19$2,318,932$456,413$24,022iApproximate average salary by contribution assumption: employee only about $600,543 at 4% or $400,362 at 6%; with 50% employer match about $400,362 at 4% or $266,908 at 6%; with 100% employer match about $300,272 at 4% or $200,181 at 6%.
2004119$1,671,348$332,203$17,484iApproximate average salary by contribution assumption: employee only about $437,109 at 4% or $291,406 at 6%; with 50% employer match about $291,406 at 4% or $194,271 at 6%; with 100% employer match about $218,555 at 4% or $145,703 at 6%.
Monticello Associates Inc. Profit Sharing Plan-19$1,671,348$332,203$17,484iApproximate average salary by contribution assumption: employee only about $437,109 at 4% or $291,406 at 6%; with 50% employer match about $291,406 at 4% or $194,271 at 6%; with 100% employer match about $218,555 at 4% or $145,703 at 6%.
2003113$1,244,422$308,405$23,723iApproximate average salary by contribution assumption: employee only about $593,087 at 4% or $395,391 at 6%; with 50% employer match about $395,391 at 4% or $263,594 at 6%; with 100% employer match about $296,543 at 4% or $197,696 at 6%.
Monticello Associates Inc. Profit Sharing Plan-13$1,244,422$308,405$23,723iApproximate average salary by contribution assumption: employee only about $593,087 at 4% or $395,391 at 6%; with 50% employer match about $395,391 at 4% or $263,594 at 6%; with 100% employer match about $296,543 at 4% or $197,696 at 6%.
2002213$802,586$359,160$27,628iApproximate average salary by contribution assumption: employee only about $690,692 at 4% or $460,462 at 6%; with 50% employer match about $460,462 at 4% or $306,974 at 6%; with 100% employer match about $345,346 at 4% or $230,231 at 6%.
Monticello Associates Inc. Profit Sharing Plan-13$802,586$257,090$19,776iApproximate average salary by contribution assumption: employee only about $494,404 at 4% or $329,603 at 6%; with 50% employer match about $329,603 at 4% or $219,735 at 6%; with 100% employer match about $247,202 at 4% or $164,801 at 6%.
Monticello Associates Inc. Pension Plan-0-$102,070-
200129$201,494$63,146$7,016iApproximate average salary by contribution assumption: employee only about $175,406 at 4% or $116,937 at 6%; with 50% employer match about $116,937 at 4% or $77,958 at 6%; with 100% employer match about $87,703 at 4% or $58,469 at 6%.
Monticello Associates Inc. Pension Plan-7$201,494$63,146$9,021iApproximate average salary by contribution assumption: employee only about $225,521 at 4% or $150,348 at 6%; with 50% employer match about $150,348 at 4% or $100,232 at 6%; with 100% employer match about $112,761 at 4% or $75,174 at 6%.
Monticello Associates Inc. Profit Sharing Plan-9---
200027$549,212$140,293$20,042iApproximate average salary by contribution assumption: employee only about $501,046 at 4% or $334,031 at 6%; with 50% employer match about $334,031 at 4% or $222,687 at 6%; with 100% employer match about $250,523 at 4% or $167,015 at 6%.
Monticello Associates Inc. Profit Sharing Plan-7$379,415$79,594$11,371iApproximate average salary by contribution assumption: employee only about $284,264 at 4% or $189,510 at 6%; with 50% employer match about $189,510 at 4% or $126,340 at 6%; with 100% employer match about $142,132 at 4% or $94,755 at 6%.
Monticello Associates Inc. Pension Plan-7$169,797$60,699$8,671iApproximate average salary by contribution assumption: employee only about $216,782 at 4% or $144,521 at 6%; with 50% employer match about $144,521 at 4% or $96,348 at 6%; with 100% employer match about $108,391 at 4% or $72,261 at 6%.
199927$505,638$113,511$16,216iApproximate average salary by contribution assumption: employee only about $405,396 at 4% or $270,264 at 6%; with 50% employer match about $270,264 at 4% or $180,176 at 6%; with 100% employer match about $202,698 at 4% or $135,132 at 6%.
Monticello Associates Inc. Profit Sharing Plan-7$373,940$74,812$10,687iApproximate average salary by contribution assumption: employee only about $267,186 at 4% or $178,124 at 6%; with 50% employer match about $178,124 at 4% or $118,749 at 6%; with 100% employer match about $133,593 at 4% or $89,062 at 6%.
Monticello Associates Inc. Pension Plan-4$131,698$38,699$9,675iApproximate average salary by contribution assumption: employee only about $241,869 at 4% or $161,246 at 6%; with 50% employer match about $161,246 at 4% or $107,497 at 6%; with 100% employer match about $120,934 at 4% or $80,623 at 6%.