Civic Intelligence

Montalvo Association

Plan context: Montalvo Association 401(K) Plan

EIN 94-1249283 • Saratoga, CA • 31 filings • 6 plans

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15400 Montalvo RoadSaratoga, CA 95071-6327
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$4,850,819

2024 Contributions

$914,841

Historical Graphs

Total Assets Over Time

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

$4,850,819$2,425,410$0200220142024YearValue
$4,850,819Latest year 2024

Participants Over Time

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

91460200120132024YearValue
42Latest 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
2024142$4,850,819$914,841$21,782iApproximate average salary by contribution assumption: employee only about $544,548 at 4% or $363,032 at 6%; with 50% employer match about $363,032 at 4% or $242,021 at 6%; with 100% employer match about $272,274 at 4% or $181,516 at 6%.
Montalvo Association 401(K) Plan-42$4,850,819$914,841$21,782iApproximate average salary by contribution assumption: employee only about $544,548 at 4% or $363,032 at 6%; with 50% employer match about $363,032 at 4% or $242,021 at 6%; with 100% employer match about $272,274 at 4% or $181,516 at 6%.
2023143$4,320,805$290,696$6,760iApproximate average salary by contribution assumption: employee only about $169,009 at 4% or $112,673 at 6%; with 50% employer match about $112,673 at 4% or $75,115 at 6%; with 100% employer match about $84,505 at 4% or $56,336 at 6%.
Montalvo Association 401(K) Plan-43$4,320,805$290,696$6,760iApproximate average salary by contribution assumption: employee only about $169,009 at 4% or $112,673 at 6%; with 50% employer match about $112,673 at 4% or $75,115 at 6%; with 100% employer match about $84,505 at 4% or $56,336 at 6%.
2022142$3,611,917$295,043$7,025iApproximate average salary by contribution assumption: employee only about $175,621 at 4% or $117,081 at 6%; with 50% employer match about $117,081 at 4% or $78,054 at 6%; with 100% employer match about $87,810 at 4% or $58,540 at 6%.
Montalvo Association 401(K) Plan-42$3,611,917$295,043$7,025iApproximate average salary by contribution assumption: employee only about $175,621 at 4% or $117,081 at 6%; with 50% employer match about $117,081 at 4% or $78,054 at 6%; with 100% employer match about $87,810 at 4% or $58,540 at 6%.
2021141$4,322,818$233,815$5,703iApproximate average salary by contribution assumption: employee only about $142,570 at 4% or $95,047 at 6%; with 50% employer match about $95,047 at 4% or $63,364 at 6%; with 100% employer match about $71,285 at 4% or $47,523 at 6%.
Montalvo Association 401(K) Plan-41$4,322,818$233,815$5,703iApproximate average salary by contribution assumption: employee only about $142,570 at 4% or $95,047 at 6%; with 50% employer match about $95,047 at 4% or $63,364 at 6%; with 100% employer match about $71,285 at 4% or $47,523 at 6%.
2020142$3,700,577$226,435$5,391iApproximate average salary by contribution assumption: employee only about $134,783 at 4% or $89,855 at 6%; with 50% employer match about $89,855 at 4% or $59,903 at 6%; with 100% employer match about $67,391 at 4% or $44,928 at 6%.
Montalvo Association 401(K) Plan-42$3,700,577$226,435$5,391iApproximate average salary by contribution assumption: employee only about $134,783 at 4% or $89,855 at 6%; with 50% employer match about $89,855 at 4% or $59,903 at 6%; with 100% employer match about $67,391 at 4% or $44,928 at 6%.
2019145$3,027,115$314,368$6,986iApproximate average salary by contribution assumption: employee only about $174,649 at 4% or $116,433 at 6%; with 50% employer match about $116,433 at 4% or $77,622 at 6%; with 100% employer match about $87,324 at 4% or $58,216 at 6%.
Montalvo Association 401(K) Plan-45$3,027,115$314,368$6,986iApproximate average salary by contribution assumption: employee only about $174,649 at 4% or $116,433 at 6%; with 50% employer match about $116,433 at 4% or $77,622 at 6%; with 100% employer match about $87,324 at 4% or $58,216 at 6%.
2018144$2,249,202$282,207$6,414iApproximate average salary by contribution assumption: employee only about $160,345 at 4% or $106,897 at 6%; with 50% employer match about $106,897 at 4% or $71,264 at 6%; with 100% employer match about $80,172 at 4% or $53,448 at 6%.
Montalvo Association 401(K) Plan-44$2,249,202$282,207$6,414iApproximate average salary by contribution assumption: employee only about $160,345 at 4% or $106,897 at 6%; with 50% employer match about $106,897 at 4% or $71,264 at 6%; with 100% employer match about $80,172 at 4% or $53,448 at 6%.
2017141$2,148,421$565,084$13,783iApproximate average salary by contribution assumption: employee only about $344,563 at 4% or $229,709 at 6%; with 50% employer match about $229,709 at 4% or $153,139 at 6%; with 100% employer match about $172,282 at 4% or $114,854 at 6%.
Montalvo Association 401(K) Plan-41$2,148,421$565,084$13,783iApproximate average salary by contribution assumption: employee only about $344,563 at 4% or $229,709 at 6%; with 50% employer match about $229,709 at 4% or $153,139 at 6%; with 100% employer match about $172,282 at 4% or $114,854 at 6%.
2016139$1,597,352$232,632$5,965iApproximate average salary by contribution assumption: employee only about $149,123 at 4% or $99,415 at 6%; with 50% employer match about $99,415 at 4% or $66,277 at 6%; with 100% employer match about $74,562 at 4% or $49,708 at 6%.
Montalvo Association 401(K) Plan-39$1,597,352$232,632$5,965iApproximate average salary by contribution assumption: employee only about $149,123 at 4% or $99,415 at 6%; with 50% employer match about $99,415 at 4% or $66,277 at 6%; with 100% employer match about $74,562 at 4% or $49,708 at 6%.
2015132$1,262,820$114,518$3,579iApproximate average salary by contribution assumption: employee only about $89,467 at 4% or $59,645 at 6%; with 50% employer match about $59,645 at 4% or $39,763 at 6%; with 100% employer match about $44,734 at 4% or $29,822 at 6%.
Montalvo Association 401(K) Plan-32$1,262,820$114,518$3,579iApproximate average salary by contribution assumption: employee only about $89,467 at 4% or $59,645 at 6%; with 50% employer match about $59,645 at 4% or $39,763 at 6%; with 100% employer match about $44,734 at 4% or $29,822 at 6%.
2014128$1,211,383$106,268$3,795iApproximate average salary by contribution assumption: employee only about $94,882 at 4% or $63,255 at 6%; with 50% employer match about $63,255 at 4% or $42,170 at 6%; with 100% employer match about $47,441 at 4% or $31,627 at 6%.
Montalvo Association 401(K) Plan-28$1,211,383$106,268$3,795iApproximate average salary by contribution assumption: employee only about $94,882 at 4% or $63,255 at 6%; with 50% employer match about $63,255 at 4% or $42,170 at 6%; with 100% employer match about $47,441 at 4% or $31,627 at 6%.
2013129$1,029,663$93,761$3,233iApproximate average salary by contribution assumption: employee only about $80,828 at 4% or $53,886 at 6%; with 50% employer match about $53,886 at 4% or $35,924 at 6%; with 100% employer match about $40,414 at 4% or $26,943 at 6%.
Montalvo Association 401(K) Plan-29$1,029,663$93,761$3,233iApproximate average salary by contribution assumption: employee only about $80,828 at 4% or $53,886 at 6%; with 50% employer match about $53,886 at 4% or $35,924 at 6%; with 100% employer match about $40,414 at 4% or $26,943 at 6%.
2012127$873,876$48,565$1,799iApproximate average salary by contribution assumption: employee only about $44,968 at 4% or $29,978 at 6%; with 50% employer match about $29,978 at 4% or $19,986 at 6%; with 100% employer match about $22,484 at 4% or $14,989 at 6%.
Montalvo Association 401(K) Plan-27$873,876$48,565$1,799iApproximate average salary by contribution assumption: employee only about $44,968 at 4% or $29,978 at 6%; with 50% employer match about $29,978 at 4% or $19,986 at 6%; with 100% employer match about $22,484 at 4% or $14,989 at 6%.
2011127$779,838$62,866$2,328iApproximate average salary by contribution assumption: employee only about $58,209 at 4% or $38,806 at 6%; with 50% employer match about $38,806 at 4% or $25,871 at 6%; with 100% employer match about $29,105 at 4% or $19,403 at 6%.
Montalvo Association 401(K) Plan-27$779,838$62,866$2,328iApproximate average salary by contribution assumption: employee only about $58,209 at 4% or $38,806 at 6%; with 50% employer match about $38,806 at 4% or $25,871 at 6%; with 100% employer match about $29,105 at 4% or $19,403 at 6%.
2010227$952,908$104,740$3,879iApproximate average salary by contribution assumption: employee only about $96,981 at 4% or $64,654 at 6%; with 50% employer match about $64,654 at 4% or $43,103 at 6%; with 100% employer match about $48,491 at 4% or $32,327 at 6%.
Montalvo Association 401(K) Plan-27$952,908$104,740$3,879iApproximate average salary by contribution assumption: employee only about $96,981 at 4% or $64,654 at 6%; with 50% employer match about $64,654 at 4% or $43,103 at 6%; with 100% employer match about $48,491 at 4% or $32,327 at 6%.
Montalvo Association 403(B) Plan-0$0--
2009234$1,087,693$90,011$2,647iApproximate average salary by contribution assumption: employee only about $66,185 at 4% or $44,123 at 6%; with 50% employer match about $44,123 at 4% or $29,415 at 6%; with 100% employer match about $33,092 at 4% or $22,062 at 6%.
Montalvo Association 401(K) Plan-34$1,038,924$90,011$2,647iApproximate average salary by contribution assumption: employee only about $66,185 at 4% or $44,123 at 6%; with 50% employer match about $44,123 at 4% or $29,415 at 6%; with 100% employer match about $33,092 at 4% or $22,062 at 6%.
Montalvo Association 403(B) Plan-2$48,769--
2008245$0$0-
Montalvo Association 401(K) Plan-45---
Montalvo Association 403(B) Plan-0---
2007263$0$0-
Montalvo Association 401(K) Plan-63---
Montalvo Association 403(B) Plan-0---
2006291$896,077$187,598$2,062iApproximate average salary by contribution assumption: employee only about $51,538 at 4% or $34,359 at 6%; with 50% employer match about $34,359 at 4% or $22,906 at 6%; with 100% employer match about $25,769 at 4% or $17,179 at 6%.
Montalvo Association 401(K) Plan-91$896,077$187,598$2,062iApproximate average salary by contribution assumption: employee only about $51,538 at 4% or $34,359 at 6%; with 50% employer match about $34,359 at 4% or $22,906 at 6%; with 100% employer match about $25,769 at 4% or $17,179 at 6%.
Montalvo Association 403(B) Plan-0---
2005288$670,311$133,570$1,518iApproximate average salary by contribution assumption: employee only about $37,946 at 4% or $25,297 at 6%; with 50% employer match about $25,297 at 4% or $16,865 at 6%; with 100% employer match about $18,973 at 4% or $12,649 at 6%.
Montalvo Association 401(K) Plan-88$670,311$133,570$1,518iApproximate average salary by contribution assumption: employee only about $37,946 at 4% or $25,297 at 6%; with 50% employer match about $25,297 at 4% or $16,865 at 6%; with 100% employer match about $18,973 at 4% or $12,649 at 6%.
Montalvo Association 403(B) Plan-0---
2004274$486,943$101,254$1,368iApproximate average salary by contribution assumption: employee only about $34,207 at 4% or $22,805 at 6%; with 50% employer match about $22,805 at 4% or $15,203 at 6%; with 100% employer match about $17,104 at 4% or $11,402 at 6%.
Montalvo Association 401(K) Plan-74$486,943$101,254$1,368iApproximate average salary by contribution assumption: employee only about $34,207 at 4% or $22,805 at 6%; with 50% employer match about $22,805 at 4% or $15,203 at 6%; with 100% employer match about $17,104 at 4% or $11,402 at 6%.
Montalvo Association 403(B) Plan-0---
2003160$376,233$86,767$1,446iApproximate average salary by contribution assumption: employee only about $36,153 at 4% or $24,102 at 6%; with 50% employer match about $24,102 at 4% or $16,068 at 6%; with 100% employer match about $18,076 at 4% or $12,051 at 6%.
Montalvo Association 401(K) Plan-60$376,233$86,767$1,446iApproximate average salary by contribution assumption: employee only about $36,153 at 4% or $24,102 at 6%; with 50% employer match about $24,102 at 4% or $16,068 at 6%; with 100% employer match about $18,076 at 4% or $12,051 at 6%.
2002171$242,424$112,571$1,586iApproximate average salary by contribution assumption: employee only about $39,638 at 4% or $26,425 at 6%; with 50% employer match about $26,425 at 4% or $17,617 at 6%; with 100% employer match about $19,819 at 4% or $13,213 at 6%.
Montalvo Association 401(K) Plan-71$242,424$112,571$1,586iApproximate average salary by contribution assumption: employee only about $39,638 at 4% or $26,425 at 6%; with 50% employer match about $26,425 at 4% or $17,617 at 6%; with 100% employer match about $19,819 at 4% or $13,213 at 6%.
2001170$0$0-
Montalvo Association 401(K) Plan-70---