MONTI HEALTH LLC
Plan context: MONTI HEALTH 401(K) PLAN
EIN 85-0496530 • Monticello, IA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$313,486
2025 Contributions
$77,559
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $313,486 | $77,559 | $4,562iApproximate average salary by contribution assumption: employee only about $114,057 at 4% or $76,038 at 6%; with 50% employer match about $76,038 at 4% or $50,692 at 6%; with 100% employer match about $57,029 at 4% or $38,019 at 6%. |
| MONTI HEALTH 401(K) PLAN | - | 17 | $313,486 | $77,559 | $4,562iApproximate average salary by contribution assumption: employee only about $114,057 at 4% or $76,038 at 6%; with 50% employer match about $76,038 at 4% or $50,692 at 6%; with 100% employer match about $57,029 at 4% or $38,019 at 6%. |
| 2024 | 1 | 21 | $209,967 | $65,047 | $3,097iApproximate average salary by contribution assumption: employee only about $77,437 at 4% or $51,625 at 6%; with 50% employer match about $51,625 at 4% or $34,416 at 6%; with 100% employer match about $38,718 at 4% or $25,812 at 6%. |
| MONTI HEALTH 401(K) PLAN | - | 21 | $209,967 | $65,047 | $3,097iApproximate average salary by contribution assumption: employee only about $77,437 at 4% or $51,625 at 6%; with 50% employer match about $51,625 at 4% or $34,416 at 6%; with 100% employer match about $38,718 at 4% or $25,812 at 6%. |
| 2023 | 1 | 17 | $129,288 | $50,649 | $2,979iApproximate average salary by contribution assumption: employee only about $74,484 at 4% or $49,656 at 6%; with 50% employer match about $49,656 at 4% or $33,104 at 6%; with 100% employer match about $37,242 at 4% or $24,828 at 6%. |
| MONTI HEALTH 401(K) PLAN | - | 17 | $129,288 | $50,649 | $2,979iApproximate average salary by contribution assumption: employee only about $74,484 at 4% or $49,656 at 6%; with 50% employer match about $49,656 at 4% or $33,104 at 6%; with 100% employer match about $37,242 at 4% or $24,828 at 6%. |
| 2022 | 1 | 15 | $67,540 | $41,203 | $2,747iApproximate average salary by contribution assumption: employee only about $68,672 at 4% or $45,781 at 6%; with 50% employer match about $45,781 at 4% or $30,521 at 6%; with 100% employer match about $34,336 at 4% or $22,891 at 6%. |
| MONTI HEALTH 401(K) PLAN | - | 15 | $67,540 | $41,203 | $2,747iApproximate average salary by contribution assumption: employee only about $68,672 at 4% or $45,781 at 6%; with 50% employer match about $45,781 at 4% or $30,521 at 6%; with 100% employer match about $34,336 at 4% or $22,891 at 6%. |
| 2021 | 1 | 12 | $33,897 | $32,710 | $2,726iApproximate average salary by contribution assumption: employee only about $68,146 at 4% or $45,431 at 6%; with 50% employer match about $45,431 at 4% or $30,287 at 6%; with 100% employer match about $34,073 at 4% or $22,715 at 6%. |
| MONTI HEALTH 401(K) PLAN | - | 12 | $33,897 | $32,710 | $2,726iApproximate average salary by contribution assumption: employee only about $68,146 at 4% or $45,431 at 6%; with 50% employer match about $45,431 at 4% or $30,287 at 6%; with 100% employer match about $34,073 at 4% or $22,715 at 6%. |