Monroe & Associates
Plan context: Monroe & Associates 401K Pension Plan
EIN 86-0605939 • 9 filings • 3 plans
Current Snapshot
Latest Year
2009
2009 Participants
13
2009 Assets
$697,765
2009 Contributions
$41,585
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $41,585 | - |
| Monroe & Associates 401K Pension Plan | - | 0 | - | $41,585 | - |
| 2008 | 1 | 13 | $697,765 | $50,596 | $3,892iApproximate average salary by contribution assumption: employee only about $97,300 at 4% or $64,867 at 6%; with 50% employer match about $64,867 at 4% or $43,244 at 6%; with 100% employer match about $48,650 at 4% or $32,433 at 6%. |
| Monroe & Associates 401K Pension Plan | - | 13 | $697,765 | $50,596 | $3,892iApproximate average salary by contribution assumption: employee only about $97,300 at 4% or $64,867 at 6%; with 50% employer match about $64,867 at 4% or $43,244 at 6%; with 100% employer match about $48,650 at 4% or $32,433 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Monroe & Associates 401K Pension Plan | - | 13 | - | - | - |
| 2006 | 1 | 15 | $0 | $0 | - |
| Monroe & Associates 401K Pension Plan | - | 15 | - | - | - |
| 2005 | 1 | 12 | $997,932 | $96,254 | $8,021iApproximate average salary by contribution assumption: employee only about $200,529 at 4% or $133,686 at 6%; with 50% employer match about $133,686 at 4% or $89,124 at 6%; with 100% employer match about $100,265 at 4% or $66,843 at 6%. |
| Monroe & Associates 401K Pension Plan | - | 12 | $997,932 | $96,254 | $8,021iApproximate average salary by contribution assumption: employee only about $200,529 at 4% or $133,686 at 6%; with 50% employer match about $133,686 at 4% or $89,124 at 6%; with 100% employer match about $100,265 at 4% or $66,843 at 6%. |
| 2002 | 1 | 8 | $417,783 | $97,901 | $12,238iApproximate average salary by contribution assumption: employee only about $305,941 at 4% or $203,960 at 6%; with 50% employer match about $203,960 at 4% or $135,974 at 6%; with 100% employer match about $152,970 at 4% or $101,980 at 6%. |
| Monroe & Associates 401K Pension Plan | - | 8 | $417,783 | $97,901 | $12,238iApproximate average salary by contribution assumption: employee only about $305,941 at 4% or $203,960 at 6%; with 50% employer match about $203,960 at 4% or $135,974 at 6%; with 100% employer match about $152,970 at 4% or $101,980 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| Monroe & Associates 401K Pension Plan | - | 13 | - | - | - |
| 2000 | 1 | 17 | $608,985 | $107,382 | $6,317iApproximate average salary by contribution assumption: employee only about $157,915 at 4% or $105,276 at 6%; with 50% employer match about $105,276 at 4% or $70,184 at 6%; with 100% employer match about $78,957 at 4% or $52,638 at 6%. |
| Monroe & Associates 401K Pension Plan | - | 17 | $608,985 | $107,382 | $6,317iApproximate average salary by contribution assumption: employee only about $157,915 at 4% or $105,276 at 6%; with 50% employer match about $105,276 at 4% or $70,184 at 6%; with 100% employer match about $78,957 at 4% or $52,638 at 6%. |
| 1999 | 1 | 16 | $605,955 | $73,471 | $4,592iApproximate average salary by contribution assumption: employee only about $114,798 at 4% or $76,532 at 6%; with 50% employer match about $76,532 at 4% or $51,022 at 6%; with 100% employer match about $57,399 at 4% or $38,266 at 6%. |
| Monroe & Associates 401K Pension Plan | - | 16 | $605,955 | $73,471 | $4,592iApproximate average salary by contribution assumption: employee only about $114,798 at 4% or $76,532 at 6%; with 50% employer match about $76,532 at 4% or $51,022 at 6%; with 100% employer match about $57,399 at 4% or $38,266 at 6%. |