Civic Intelligence

Monte Carlo Data

Plan context: Monte Carlo Data 401(K) Plan

EIN 84-1851622 • San Francisco, CA • 10 filings • 2 plans

548 Market StreetPmb 59994San Francisco, CA 94104
Current Snapshot

Latest Year

2025

2025 Participants

320

2025 Assets

$9,581,172

2025 Contributions

$2,897,144

Historical Graphs

Total Assets Over Time

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

$9,581,172$4,790,586$0202020232025YearValue
$9,581,172Latest year 2025

Participants Over Time

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

3201600202020232025YearValue
320Latest 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
20252320$9,581,172$2,897,144$9,054iApproximate average salary by contribution assumption: employee only about $226,339 at 4% or $150,893 at 6%; with 50% employer match about $150,893 at 4% or $100,595 at 6%; with 100% employer match about $113,170 at 4% or $75,446 at 6%.
Monte Carlo Data 401(K) Plan-150$9,581,172$2,897,144$19,314iApproximate average salary by contribution assumption: employee only about $482,857 at 4% or $321,905 at 6%; with 50% employer match about $321,905 at 4% or $214,603 at 6%; with 100% employer match about $241,429 at 4% or $160,952 at 6%.
Monte Carlo Data Inc Health and Welfare Plan-320---
20242128$7,026,354$2,175,755$16,998iApproximate average salary by contribution assumption: employee only about $424,952 at 4% or $283,301 at 6%; with 50% employer match about $283,301 at 4% or $188,868 at 6%; with 100% employer match about $212,476 at 4% or $141,651 at 6%.
Monte Carlo Data 401(K) Plan-128$7,026,354$2,175,755$16,998iApproximate average salary by contribution assumption: employee only about $424,952 at 4% or $283,301 at 6%; with 50% employer match about $283,301 at 4% or $188,868 at 6%; with 100% employer match about $212,476 at 4% or $141,651 at 6%.
Monte Carlo Data Inc Health and Welfare Plan-128---
20232132$4,848,095$2,140,770$16,218iApproximate average salary by contribution assumption: employee only about $405,449 at 4% or $270,299 at 6%; with 50% employer match about $270,299 at 4% or $180,199 at 6%; with 100% employer match about $202,724 at 4% or $135,150 at 6%.
Monte Carlo Data 401(K) Plan-132$4,848,095$2,140,770$16,218iApproximate average salary by contribution assumption: employee only about $405,449 at 4% or $270,299 at 6%; with 50% employer match about $270,299 at 4% or $180,199 at 6%; with 100% employer match about $202,724 at 4% or $135,150 at 6%.
Monte Carlo Data Inc Health and Welfare Plan-105---
20222124$2,377,991$1,704,019$13,742iApproximate average salary by contribution assumption: employee only about $343,552 at 4% or $229,035 at 6%; with 50% employer match about $229,035 at 4% or $152,690 at 6%; with 100% employer match about $171,776 at 4% or $114,517 at 6%.
Monte Carlo Data 401(K) Plan-114$2,377,991$1,704,019$14,948iApproximate average salary by contribution assumption: employee only about $373,688 at 4% or $249,126 at 6%; with 50% employer match about $249,126 at 4% or $166,084 at 6%; with 100% employer match about $186,844 at 4% or $124,563 at 6%.
Monte Carlo Data Inc Health and Welfare Plan-124---
2021142$979,567$691,577$16,466iApproximate average salary by contribution assumption: employee only about $411,653 at 4% or $274,435 at 6%; with 50% employer match about $274,435 at 4% or $182,957 at 6%; with 100% employer match about $205,826 at 4% or $137,218 at 6%.
Monte Carlo Data 401(K) Plan-42$979,567$691,577$16,466iApproximate average salary by contribution assumption: employee only about $411,653 at 4% or $274,435 at 6%; with 50% employer match about $274,435 at 4% or $182,957 at 6%; with 100% employer match about $205,826 at 4% or $137,218 at 6%.
2020114$210,219$186,651$13,332iApproximate average salary by contribution assumption: employee only about $333,305 at 4% or $222,204 at 6%; with 50% employer match about $222,204 at 4% or $148,136 at 6%; with 100% employer match about $166,653 at 4% or $111,102 at 6%.
Monte Carlo Data 401(K) Plan-14$210,219$186,651$13,332iApproximate average salary by contribution assumption: employee only about $333,305 at 4% or $222,204 at 6%; with 50% employer match about $222,204 at 4% or $148,136 at 6%; with 100% employer match about $166,653 at 4% or $111,102 at 6%.