Civic Intelligence

Monterey Benefits, LLC

Plan context: Monterey Benefits LLC 401K Profit Sharing Plan

EIN 86-0944942 • Scottsdale, AZ • 9 filings • 1 plans

9150 E. Del Camino Drive, Suite 112Scottsdale, AZ 85258-4317
Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$389,694

2016 Contributions

$19,597

Historical Graphs

Total Assets Over Time

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

$389,694$194,847$0200820122015YearValue
$389,694Latest year 2015

Participants Over Time

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

630200820122015YearValue
6Latest year 2015

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
201610$0$19,597-
Monterey Benefits LLC 401K Profit Sharing Plan-0$0$19,597-
201516$389,694$42,130$7,022iApproximate average salary by contribution assumption: employee only about $175,542 at 4% or $117,028 at 6%; with 50% employer match about $117,028 at 4% or $78,019 at 6%; with 100% employer match about $87,771 at 4% or $58,514 at 6%.
Monterey Benefits LLC 401K Profit Sharing Plan-6$389,694$42,130$7,022iApproximate average salary by contribution assumption: employee only about $175,542 at 4% or $117,028 at 6%; with 50% employer match about $117,028 at 4% or $78,019 at 6%; with 100% employer match about $87,771 at 4% or $58,514 at 6%.
201415$377,750$34,322$6,864iApproximate average salary by contribution assumption: employee only about $171,610 at 4% or $114,407 at 6%; with 50% employer match about $114,407 at 4% or $76,271 at 6%; with 100% employer match about $85,805 at 4% or $57,203 at 6%.
Monterey Benefits LLC 401K Profit Sharing Plan-5$377,750$34,322$6,864iApproximate average salary by contribution assumption: employee only about $171,610 at 4% or $114,407 at 6%; with 50% employer match about $114,407 at 4% or $76,271 at 6%; with 100% employer match about $85,805 at 4% or $57,203 at 6%.
201315$328,114$40,615$8,123iApproximate average salary by contribution assumption: employee only about $203,075 at 4% or $135,383 at 6%; with 50% employer match about $135,383 at 4% or $90,256 at 6%; with 100% employer match about $101,538 at 4% or $67,692 at 6%.
Monterey Benefits LLC 401K Profit Sharing Plan-5$328,114$40,615$8,123iApproximate average salary by contribution assumption: employee only about $203,075 at 4% or $135,383 at 6%; with 50% employer match about $135,383 at 4% or $90,256 at 6%; with 100% employer match about $101,538 at 4% or $67,692 at 6%.
201215$257,547$49,648$9,930iApproximate average salary by contribution assumption: employee only about $248,240 at 4% or $165,493 at 6%; with 50% employer match about $165,493 at 4% or $110,329 at 6%; with 100% employer match about $124,120 at 4% or $82,747 at 6%.
Monterey Benefits LLC 401K Profit Sharing Plan-5$257,547$49,648$9,930iApproximate average salary by contribution assumption: employee only about $248,240 at 4% or $165,493 at 6%; with 50% employer match about $165,493 at 4% or $110,329 at 6%; with 100% employer match about $124,120 at 4% or $82,747 at 6%.
201115$193,903$50,217$10,043iApproximate average salary by contribution assumption: employee only about $251,085 at 4% or $167,390 at 6%; with 50% employer match about $167,390 at 4% or $111,593 at 6%; with 100% employer match about $125,543 at 4% or $83,695 at 6%.
Monterey Benefits LLC 401K Profit Sharing Plan-5$193,903$50,217$10,043iApproximate average salary by contribution assumption: employee only about $251,085 at 4% or $167,390 at 6%; with 50% employer match about $167,390 at 4% or $111,593 at 6%; with 100% employer match about $125,543 at 4% or $83,695 at 6%.
201015$144,616$50,804$10,161iApproximate average salary by contribution assumption: employee only about $254,020 at 4% or $169,347 at 6%; with 50% employer match about $169,347 at 4% or $112,898 at 6%; with 100% employer match about $127,010 at 4% or $84,673 at 6%.
Monterey Benefits LLC 401K Profit Sharing Plan-5$144,616$50,804$10,161iApproximate average salary by contribution assumption: employee only about $254,020 at 4% or $169,347 at 6%; with 50% employer match about $169,347 at 4% or $112,898 at 6%; with 100% employer match about $127,010 at 4% or $84,673 at 6%.
200915$89,427$50,924$10,185iApproximate average salary by contribution assumption: employee only about $254,620 at 4% or $169,747 at 6%; with 50% employer match about $169,747 at 4% or $113,164 at 6%; with 100% employer match about $127,310 at 4% or $84,873 at 6%.
Monterey Benefits LLC 401K Profit Sharing Plan-5$89,427$50,924$10,185iApproximate average salary by contribution assumption: employee only about $254,620 at 4% or $169,747 at 6%; with 50% employer match about $169,747 at 4% or $113,164 at 6%; with 100% employer match about $127,310 at 4% or $84,873 at 6%.
200815$35,441$35,823$7,165iApproximate average salary by contribution assumption: employee only about $179,115 at 4% or $119,410 at 6%; with 50% employer match about $119,410 at 4% or $79,607 at 6%; with 100% employer match about $89,558 at 4% or $59,705 at 6%.
Monterey Benefits LLC 401K Profit Sharing Plan-5$35,441$35,823$7,165iApproximate average salary by contribution assumption: employee only about $179,115 at 4% or $119,410 at 6%; with 50% employer match about $119,410 at 4% or $79,607 at 6%; with 100% employer match about $89,558 at 4% or $59,705 at 6%.