Civic Intelligence

Monterey Sd Partners Inc

Plan context: Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust

EIN 91-2126651 • San Diego, CA • 17 filings • 4 plans

3861 Valley Centre DrSan Diego, CA 92130-2332
Current Snapshot

Latest Year

2024

2024 Participants

216

2024 Assets

$2,105,233

2024 Contributions

$203,597

Historical Graphs

Total Assets Over Time

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

$2,105,233$1,052,617$0200820162024YearValue
$2,105,233Latest year 2024

Participants Over Time

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

2631320200820162024YearValue
216Latest 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
20241216$2,105,233$203,597$943iApproximate average salary by contribution assumption: employee only about $23,564 at 4% or $15,710 at 6%; with 50% employer match about $15,710 at 4% or $10,473 at 6%; with 100% employer match about $11,782 at 4% or $7,855 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-216$2,105,233$203,597$943iApproximate average salary by contribution assumption: employee only about $23,564 at 4% or $15,710 at 6%; with 50% employer match about $15,710 at 4% or $10,473 at 6%; with 100% employer match about $11,782 at 4% or $7,855 at 6%.
20231213$1,816,877$236,784$1,112iApproximate average salary by contribution assumption: employee only about $27,792 at 4% or $18,528 at 6%; with 50% employer match about $18,528 at 4% or $12,352 at 6%; with 100% employer match about $13,896 at 4% or $9,264 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-213$1,816,877$236,784$1,112iApproximate average salary by contribution assumption: employee only about $27,792 at 4% or $18,528 at 6%; with 50% employer match about $18,528 at 4% or $12,352 at 6%; with 100% employer match about $13,896 at 4% or $9,264 at 6%.
20221209$1,528,385$188,820$903iApproximate average salary by contribution assumption: employee only about $22,586 at 4% or $15,057 at 6%; with 50% employer match about $15,057 at 4% or $10,038 at 6%; with 100% employer match about $11,293 at 4% or $7,529 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-209$1,528,385$188,820$903iApproximate average salary by contribution assumption: employee only about $22,586 at 4% or $15,057 at 6%; with 50% employer match about $15,057 at 4% or $10,038 at 6%; with 100% employer match about $11,293 at 4% or $7,529 at 6%.
20211217$1,810,227$186,491$859iApproximate average salary by contribution assumption: employee only about $21,485 at 4% or $14,323 at 6%; with 50% employer match about $14,323 at 4% or $9,549 at 6%; with 100% employer match about $10,743 at 4% or $7,162 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-217$1,810,227$186,491$859iApproximate average salary by contribution assumption: employee only about $21,485 at 4% or $14,323 at 6%; with 50% employer match about $14,323 at 4% or $9,549 at 6%; with 100% employer match about $10,743 at 4% or $7,162 at 6%.
20201194$1,556,614$175,525$905iApproximate average salary by contribution assumption: employee only about $22,619 at 4% or $15,079 at 6%; with 50% employer match about $15,079 at 4% or $10,053 at 6%; with 100% employer match about $11,310 at 4% or $7,540 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-194$1,556,614$175,525$905iApproximate average salary by contribution assumption: employee only about $22,619 at 4% or $15,079 at 6%; with 50% employer match about $15,079 at 4% or $10,053 at 6%; with 100% employer match about $11,310 at 4% or $7,540 at 6%.
20191241$1,416,112$195,034$809iApproximate average salary by contribution assumption: employee only about $20,232 at 4% or $13,488 at 6%; with 50% employer match about $13,488 at 4% or $8,992 at 6%; with 100% employer match about $10,116 at 4% or $6,744 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-241$1,416,112$195,034$809iApproximate average salary by contribution assumption: employee only about $20,232 at 4% or $13,488 at 6%; with 50% employer match about $13,488 at 4% or $8,992 at 6%; with 100% employer match about $10,116 at 4% or $6,744 at 6%.
20181240$1,090,470$138,624$578iApproximate average salary by contribution assumption: employee only about $14,440 at 4% or $9,627 at 6%; with 50% employer match about $9,627 at 4% or $6,418 at 6%; with 100% employer match about $7,220 at 4% or $4,813 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-240$1,090,470$138,624$578iApproximate average salary by contribution assumption: employee only about $14,440 at 4% or $9,627 at 6%; with 50% employer match about $9,627 at 4% or $6,418 at 6%; with 100% employer match about $7,220 at 4% or $4,813 at 6%.
20171244$985,200$156,934$643iApproximate average salary by contribution assumption: employee only about $16,079 at 4% or $10,720 at 6%; with 50% employer match about $10,720 at 4% or $7,146 at 6%; with 100% employer match about $8,040 at 4% or $5,360 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-244$985,200$156,934$643iApproximate average salary by contribution assumption: employee only about $16,079 at 4% or $10,720 at 6%; with 50% employer match about $10,720 at 4% or $7,146 at 6%; with 100% employer match about $8,040 at 4% or $5,360 at 6%.
20161249$735,345$153,035$615iApproximate average salary by contribution assumption: employee only about $15,365 at 4% or $10,243 at 6%; with 50% employer match about $10,243 at 4% or $6,829 at 6%; with 100% employer match about $7,682 at 4% or $5,122 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-249$735,345$153,035$615iApproximate average salary by contribution assumption: employee only about $15,365 at 4% or $10,243 at 6%; with 50% employer match about $10,243 at 4% or $6,829 at 6%; with 100% employer match about $7,682 at 4% or $5,122 at 6%.
20151224$550,316$122,256$546iApproximate average salary by contribution assumption: employee only about $13,645 at 4% or $9,096 at 6%; with 50% employer match about $9,096 at 4% or $6,064 at 6%; with 100% employer match about $6,822 at 4% or $4,548 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-224$550,316$122,256$546iApproximate average salary by contribution assumption: employee only about $13,645 at 4% or $9,096 at 6%; with 50% employer match about $9,096 at 4% or $6,064 at 6%; with 100% employer match about $6,822 at 4% or $4,548 at 6%.
20141247$429,992$131,702$533iApproximate average salary by contribution assumption: employee only about $13,330 at 4% or $8,887 at 6%; with 50% employer match about $8,887 at 4% or $5,925 at 6%; with 100% employer match about $6,665 at 4% or $4,443 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-247$429,992$131,702$533iApproximate average salary by contribution assumption: employee only about $13,330 at 4% or $8,887 at 6%; with 50% employer match about $8,887 at 4% or $5,925 at 6%; with 100% employer match about $6,665 at 4% or $4,443 at 6%.
20131263$318,892$74,404$283iApproximate average salary by contribution assumption: employee only about $7,073 at 4% or $4,715 at 6%; with 50% employer match about $4,715 at 4% or $3,143 at 6%; with 100% employer match about $3,536 at 4% or $2,358 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-263$318,892$74,404$283iApproximate average salary by contribution assumption: employee only about $7,073 at 4% or $4,715 at 6%; with 50% employer match about $4,715 at 4% or $3,143 at 6%; with 100% employer match about $3,536 at 4% or $2,358 at 6%.
20121243$215,324$61,472$253iApproximate average salary by contribution assumption: employee only about $6,324 at 4% or $4,216 at 6%; with 50% employer match about $4,216 at 4% or $2,811 at 6%; with 100% employer match about $3,162 at 4% or $2,108 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-243$215,324$61,472$253iApproximate average salary by contribution assumption: employee only about $6,324 at 4% or $4,216 at 6%; with 50% employer match about $4,216 at 4% or $2,811 at 6%; with 100% employer match about $3,162 at 4% or $2,108 at 6%.
20111235$167,905$67,500$287iApproximate average salary by contribution assumption: employee only about $7,181 at 4% or $4,787 at 6%; with 50% employer match about $4,787 at 4% or $3,191 at 6%; with 100% employer match about $3,590 at 4% or $2,394 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-235$167,905$67,500$287iApproximate average salary by contribution assumption: employee only about $7,181 at 4% or $4,787 at 6%; with 50% employer match about $4,787 at 4% or $3,191 at 6%; with 100% employer match about $3,590 at 4% or $2,394 at 6%.
20101219$139,362$58,534$267iApproximate average salary by contribution assumption: employee only about $6,682 at 4% or $4,455 at 6%; with 50% employer match about $4,455 at 4% or $2,970 at 6%; with 100% employer match about $3,341 at 4% or $2,227 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-219$139,362$58,534$267iApproximate average salary by contribution assumption: employee only about $6,682 at 4% or $4,455 at 6%; with 50% employer match about $4,455 at 4% or $2,970 at 6%; with 100% employer match about $3,341 at 4% or $2,227 at 6%.
20091226$100,064$48,877$216iApproximate average salary by contribution assumption: employee only about $5,407 at 4% or $3,604 at 6%; with 50% employer match about $3,604 at 4% or $2,403 at 6%; with 100% employer match about $2,703 at 4% or $1,802 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-226$100,064$48,877$216iApproximate average salary by contribution assumption: employee only about $5,407 at 4% or $3,604 at 6%; with 50% employer match about $3,604 at 4% or $2,403 at 6%; with 100% employer match about $2,703 at 4% or $1,802 at 6%.
20081212$56,850$47,098$222iApproximate average salary by contribution assumption: employee only about $5,554 at 4% or $3,703 at 6%; with 50% employer match about $3,703 at 4% or $2,468 at 6%; with 100% employer match about $2,777 at 4% or $1,851 at 6%.
Monterey Sd Partners Inc 401(K) Profit Sharing Plan & Trust-212$56,850$47,098$222iApproximate average salary by contribution assumption: employee only about $5,554 at 4% or $3,703 at 6%; with 50% employer match about $3,703 at 4% or $2,468 at 6%; with 100% employer match about $2,777 at 4% or $1,851 at 6%.