Civic Intelligence

Montgomery-Sansome LP

Plan context: Montgomery-Sansome LP Profit Sharing Plan

EIN 94-3274484 • South San Francisco, CA • 11 filings • 2 plans

191 Beacon Street, Rear UnitSouth San Francisco, CA 94080
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$58,095

2024 Contributions

$200

Historical Graphs

Total Assets Over Time

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

$81,137$40,569$0201420192024YearValue
$58,095Latest year 2024

Participants Over Time

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

1890201420192024YearValue
13Latest 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
2024113$58,095$0-
Montgomery-Sansome LP Profit Sharing Plan-13$58,095--
2023110$58,118$200$20iApproximate average salary by contribution assumption: employee only about $500 at 4% or $333 at 6%; with 50% employer match about $333 at 4% or $222 at 6%; with 100% employer match about $250 at 4% or $167 at 6%.
Montgomery-Sansome LP Profit Sharing Plan-10$58,118$200$20iApproximate average salary by contribution assumption: employee only about $500 at 4% or $333 at 6%; with 50% employer match about $333 at 4% or $222 at 6%; with 100% employer match about $250 at 4% or $167 at 6%.
202216$79,215$0-
Montgomery-Sansome LP Profit Sharing Plan-6$79,215--
2021111$79,215$0-
Montgomery-Sansome LP Profit Sharing Plan-11$79,215--
202019$81,137$2,000$222iApproximate average salary by contribution assumption: employee only about $5,556 at 4% or $3,704 at 6%; with 50% employer match about $3,704 at 4% or $2,469 at 6%; with 100% employer match about $2,778 at 4% or $1,852 at 6%.
Montgomery-Sansome LP Profit Sharing Plan-9$81,137$2,000$222iApproximate average salary by contribution assumption: employee only about $5,556 at 4% or $3,704 at 6%; with 50% employer match about $3,704 at 4% or $2,469 at 6%; with 100% employer match about $2,778 at 4% or $1,852 at 6%.
2019118$79,137$1,000$56iApproximate average salary by contribution assumption: employee only about $1,389 at 4% or $926 at 6%; with 50% employer match about $926 at 4% or $617 at 6%; with 100% employer match about $694 at 4% or $463 at 6%.
Montgomery-Sansome LP Profit Sharing Plan-18$79,137$1,000$56iApproximate average salary by contribution assumption: employee only about $1,389 at 4% or $926 at 6%; with 50% employer match about $926 at 4% or $617 at 6%; with 100% employer match about $694 at 4% or $463 at 6%.
2018113$79,867$2,000$154iApproximate average salary by contribution assumption: employee only about $3,846 at 4% or $2,564 at 6%; with 50% employer match about $2,564 at 4% or $1,709 at 6%; with 100% employer match about $1,923 at 4% or $1,282 at 6%.
Montgomery-Sansome LP Profit Sharing Plan-13$79,867$2,000$154iApproximate average salary by contribution assumption: employee only about $3,846 at 4% or $2,564 at 6%; with 50% employer match about $2,564 at 4% or $1,709 at 6%; with 100% employer match about $1,923 at 4% or $1,282 at 6%.
201718$79,522$0-
Montgomery-Sansome LP Profit Sharing Plan-8$79,522--
2016113$76,315$0-
Montgomery-Sansome LP Profit Sharing Plan-13$76,315$0-
2015113$75,704$5,000$385iApproximate average salary by contribution assumption: employee only about $9,615 at 4% or $6,410 at 6%; with 50% employer match about $6,410 at 4% or $4,274 at 6%; with 100% employer match about $4,808 at 4% or $3,205 at 6%.
Montgomery-Sansome LP Profit Sharing Plan-13$75,704$5,000$385iApproximate average salary by contribution assumption: employee only about $9,615 at 4% or $6,410 at 6%; with 50% employer match about $6,410 at 4% or $4,274 at 6%; with 100% employer match about $4,808 at 4% or $3,205 at 6%.
2014115$70,701$70,701$4,713iApproximate average salary by contribution assumption: employee only about $117,835 at 4% or $78,557 at 6%; with 50% employer match about $78,557 at 4% or $52,371 at 6%; with 100% employer match about $58,917 at 4% or $39,278 at 6%.
Montgomery-Sansome LP Profit Sharing Plan-15$70,701$70,701$4,713iApproximate average salary by contribution assumption: employee only about $117,835 at 4% or $78,557 at 6%; with 50% employer match about $78,557 at 4% or $52,371 at 6%; with 100% employer match about $58,917 at 4% or $39,278 at 6%.