Monterey Mechanical Co.
Plan context: Monterey Mechanical Employee Stock Ownership Plan
EIN 94-2614825 • 24 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
53
2023 Assets
$19,247,088
2023 Contributions
$1,122,609
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 53 | $19,247,088 | $1,122,609 | $21,181iApproximate average salary by contribution assumption: employee only about $529,533 at 4% or $353,022 at 6%; with 50% employer match about $353,022 at 4% or $235,348 at 6%; with 100% employer match about $264,766 at 4% or $176,511 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 53 | $19,247,088 | $1,122,609 | $21,181iApproximate average salary by contribution assumption: employee only about $529,533 at 4% or $353,022 at 6%; with 50% employer match about $353,022 at 4% or $235,348 at 6%; with 100% employer match about $264,766 at 4% or $176,511 at 6%. |
| 2022 | 1 | 44 | $13,607,763 | $896,134 | $20,367iApproximate average salary by contribution assumption: employee only about $509,167 at 4% or $339,445 at 6%; with 50% employer match about $339,445 at 4% or $226,296 at 6%; with 100% employer match about $254,584 at 4% or $169,722 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 44 | $13,607,763 | $896,134 | $20,367iApproximate average salary by contribution assumption: employee only about $509,167 at 4% or $339,445 at 6%; with 50% employer match about $339,445 at 4% or $226,296 at 6%; with 100% employer match about $254,584 at 4% or $169,722 at 6%. |
| 2021 | 1 | 40 | $8,423,693 | $370,591 | $9,265iApproximate average salary by contribution assumption: employee only about $231,619 at 4% or $154,413 at 6%; with 50% employer match about $154,413 at 4% or $102,942 at 6%; with 100% employer match about $115,810 at 4% or $77,206 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 40 | $8,423,693 | $370,591 | $9,265iApproximate average salary by contribution assumption: employee only about $231,619 at 4% or $154,413 at 6%; with 50% employer match about $154,413 at 4% or $102,942 at 6%; with 100% employer match about $115,810 at 4% or $77,206 at 6%. |
| 2020 | 1 | 48 | $8,159,639 | $906,273 | $18,881iApproximate average salary by contribution assumption: employee only about $472,017 at 4% or $314,678 at 6%; with 50% employer match about $314,678 at 4% or $209,785 at 6%; with 100% employer match about $236,009 at 4% or $157,339 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 48 | $8,159,639 | $906,273 | $18,881iApproximate average salary by contribution assumption: employee only about $472,017 at 4% or $314,678 at 6%; with 50% employer match about $314,678 at 4% or $209,785 at 6%; with 100% employer match about $236,009 at 4% or $157,339 at 6%. |
| 2019 | 1 | 43 | $6,720,841 | $566,953 | $13,185iApproximate average salary by contribution assumption: employee only about $329,624 at 4% or $219,749 at 6%; with 50% employer match about $219,749 at 4% or $146,499 at 6%; with 100% employer match about $164,812 at 4% or $109,875 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 43 | $6,720,841 | $566,953 | $13,185iApproximate average salary by contribution assumption: employee only about $329,624 at 4% or $219,749 at 6%; with 50% employer match about $219,749 at 4% or $146,499 at 6%; with 100% employer match about $164,812 at 4% or $109,875 at 6%. |
| 2018 | 1 | 42 | $5,742,369 | $656,193 | $15,624iApproximate average salary by contribution assumption: employee only about $390,591 at 4% or $260,394 at 6%; with 50% employer match about $260,394 at 4% or $173,596 at 6%; with 100% employer match about $195,296 at 4% or $130,197 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 42 | $5,742,369 | $656,193 | $15,624iApproximate average salary by contribution assumption: employee only about $390,591 at 4% or $260,394 at 6%; with 50% employer match about $260,394 at 4% or $173,596 at 6%; with 100% employer match about $195,296 at 4% or $130,197 at 6%. |
| 2017 | 1 | 39 | $4,832,573 | $601,454 | $15,422iApproximate average salary by contribution assumption: employee only about $385,547 at 4% or $257,032 at 6%; with 50% employer match about $257,032 at 4% or $171,354 at 6%; with 100% employer match about $192,774 at 4% or $128,516 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 39 | $4,832,573 | $601,454 | $15,422iApproximate average salary by contribution assumption: employee only about $385,547 at 4% or $257,032 at 6%; with 50% employer match about $257,032 at 4% or $171,354 at 6%; with 100% employer match about $192,774 at 4% or $128,516 at 6%. |
| 2016 | 1 | 32 | $4,130,258 | $461,739 | $14,429iApproximate average salary by contribution assumption: employee only about $360,734 at 4% or $240,489 at 6%; with 50% employer match about $240,489 at 4% or $160,326 at 6%; with 100% employer match about $180,367 at 4% or $120,245 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 32 | $4,130,258 | $461,739 | $14,429iApproximate average salary by contribution assumption: employee only about $360,734 at 4% or $240,489 at 6%; with 50% employer match about $240,489 at 4% or $160,326 at 6%; with 100% employer match about $180,367 at 4% or $120,245 at 6%. |
| 2015 | 1 | 33 | $3,637,562 | $112,398 | $3,406iApproximate average salary by contribution assumption: employee only about $85,150 at 4% or $56,767 at 6%; with 50% employer match about $56,767 at 4% or $37,844 at 6%; with 100% employer match about $42,575 at 4% or $28,383 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 33 | $3,637,562 | $112,398 | $3,406iApproximate average salary by contribution assumption: employee only about $85,150 at 4% or $56,767 at 6%; with 50% employer match about $56,767 at 4% or $37,844 at 6%; with 100% employer match about $42,575 at 4% or $28,383 at 6%. |
| 2014 | 1 | 33 | $3,163,538 | $345,699 | $10,476iApproximate average salary by contribution assumption: employee only about $261,893 at 4% or $174,595 at 6%; with 50% employer match about $174,595 at 4% or $116,397 at 6%; with 100% employer match about $130,947 at 4% or $87,298 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 33 | $3,163,538 | $345,699 | $10,476iApproximate average salary by contribution assumption: employee only about $261,893 at 4% or $174,595 at 6%; with 50% employer match about $174,595 at 4% or $116,397 at 6%; with 100% employer match about $130,947 at 4% or $87,298 at 6%. |
| 2013 | 1 | 33 | $3,178,472 | $465,682 | $14,112iApproximate average salary by contribution assumption: employee only about $352,789 at 4% or $235,193 at 6%; with 50% employer match about $235,193 at 4% or $156,795 at 6%; with 100% employer match about $176,395 at 4% or $117,596 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 33 | $3,178,472 | $465,682 | $14,112iApproximate average salary by contribution assumption: employee only about $352,789 at 4% or $235,193 at 6%; with 50% employer match about $235,193 at 4% or $156,795 at 6%; with 100% employer match about $176,395 at 4% or $117,596 at 6%. |
| 2012 | 1 | 34 | $2,024,424 | $205,645 | $6,048iApproximate average salary by contribution assumption: employee only about $151,210 at 4% or $100,806 at 6%; with 50% employer match about $100,806 at 4% or $67,204 at 6%; with 100% employer match about $75,605 at 4% or $50,403 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 34 | $2,024,424 | $205,645 | $6,048iApproximate average salary by contribution assumption: employee only about $151,210 at 4% or $100,806 at 6%; with 50% employer match about $100,806 at 4% or $67,204 at 6%; with 100% employer match about $75,605 at 4% or $50,403 at 6%. |
| 2011 | 1 | 38 | $1,967,236 | $144,253 | $3,796iApproximate average salary by contribution assumption: employee only about $94,903 at 4% or $63,269 at 6%; with 50% employer match about $63,269 at 4% or $42,179 at 6%; with 100% employer match about $47,452 at 4% or $31,634 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 38 | $1,967,236 | $144,253 | $3,796iApproximate average salary by contribution assumption: employee only about $94,903 at 4% or $63,269 at 6%; with 50% employer match about $63,269 at 4% or $42,179 at 6%; with 100% employer match about $47,452 at 4% or $31,634 at 6%. |
| 2010 | 1 | 40 | $3,802,468 | $144,097 | $3,602iApproximate average salary by contribution assumption: employee only about $90,061 at 4% or $60,040 at 6%; with 50% employer match about $60,040 at 4% or $40,027 at 6%; with 100% employer match about $45,030 at 4% or $30,020 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 40 | $3,802,468 | $144,097 | $3,602iApproximate average salary by contribution assumption: employee only about $90,061 at 4% or $60,040 at 6%; with 50% employer match about $60,040 at 4% or $40,027 at 6%; with 100% employer match about $45,030 at 4% or $30,020 at 6%. |
| 2009 | 1 | 42 | $4,129,079 | $378,887 | $9,021iApproximate average salary by contribution assumption: employee only about $225,528 at 4% or $150,352 at 6%; with 50% employer match about $150,352 at 4% or $100,235 at 6%; with 100% employer match about $112,764 at 4% or $75,176 at 6%. |
| Monterey Mechanical Employee Stock Ownership Plan | - | 42 | $4,129,079 | $378,887 | $9,021iApproximate average salary by contribution assumption: employee only about $225,528 at 4% or $150,352 at 6%; with 50% employer match about $150,352 at 4% or $100,235 at 6%; with 100% employer match about $112,764 at 4% or $75,176 at 6%. |
| 2008 | 1 | 57 | $0 | $0 | - |
| Monterey Mechanical Employee Stock Ownership Plan | - | 57 | - | - | - |
| 2007 | 1 | 54 | $0 | $0 | - |
| MONTEREY MECHANICAL CO. PROFIT SHARING PLAN | - | 54 | - | - | - |
| 2006 | 1 | 53 | $0 | $0 | - |
| MONTEREY MECHANICAL CO. PROFIT SHAR ING PLAN | - | 53 | - | - | - |
| 2005 | 1 | 51 | $0 | $0 | - |
| MONTEREY MECHANICAL CO. PROFIT SHAR ING PLAN | - | 51 | - | - | - |
| 2004 | 1 | 47 | $7,037,598 | $668,500 | $14,223iApproximate average salary by contribution assumption: employee only about $355,585 at 4% or $237,057 at 6%; with 50% employer match about $237,057 at 4% or $158,038 at 6%; with 100% employer match about $177,793 at 4% or $118,528 at 6%. |
| MONTEREY MECHANICAL CO. PROFIT SHAR ING PLAN | - | 47 | $7,037,598 | $668,500 | $14,223iApproximate average salary by contribution assumption: employee only about $355,585 at 4% or $237,057 at 6%; with 50% employer match about $237,057 at 4% or $158,038 at 6%; with 100% employer match about $177,793 at 4% or $118,528 at 6%. |
| 2003 | 1 | 42 | $5,572,966 | $498,679 | $11,873iApproximate average salary by contribution assumption: employee only about $296,833 at 4% or $197,888 at 6%; with 50% employer match about $197,888 at 4% or $131,926 at 6%; with 100% employer match about $148,416 at 4% or $98,944 at 6%. |
| MONTEREY MECHANICAL CO. PROFIT SHARING PLAN | - | 42 | $5,572,966 | $498,679 | $11,873iApproximate average salary by contribution assumption: employee only about $296,833 at 4% or $197,888 at 6%; with 50% employer match about $197,888 at 4% or $131,926 at 6%; with 100% employer match about $148,416 at 4% or $98,944 at 6%. |
| 2002 | 1 | 45 | $0 | $0 | - |
| MONTEREY MECHANICAL CO. PROFIT SHAR ING PLAN | - | 45 | - | - | - |
| 2001 | 1 | 48 | $0 | $0 | - |
| MONTEREY MECHANICAL CO. PROFIT SHARING PLAN | - | 48 | - | - | - |
| 2000 | 1 | 39 | $0 | $0 | - |
| MONTEREY MECHANICAL CO. PROFIT SHARING PLAN | - | 39 | - | - | - |