Civic Intelligence

Montgomery Watson

Plan context: Montgomery Investment Incentive Program

EIN 95-1878805 • Broomfield, CO • 75 filings • 16 plans

370 Interlocken Boulevard Suite 300Broomfield, CO 80021-8010
Current Snapshot

Latest Year

2017

2017 Participants

2,045

2017 Assets

$538,900,062

2017 Contributions

$839,312

Historical Graphs

Total Assets Over Time

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

$538,900,062$269,450,031$0199920082016YearValue
$538,900,062Latest year 2016

Participants Over Time

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

3,2061,6030199920082016YearValue
2,045Latest year 2016

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
201710$0$839,312-
Montgomery Investment Incentive Program-0-$839,312-
201622,045$538,900,062$27,781,444$13,585iApproximate average salary by contribution assumption: employee only about $339,626 at 4% or $226,418 at 6%; with 50% employer match about $226,418 at 4% or $150,945 at 6%; with 100% employer match about $169,813 at 4% or $113,209 at 6%.
Montgomery Investment Incentive Program-2,045$538,900,062$27,781,444$13,585iApproximate average salary by contribution assumption: employee only about $339,626 at 4% or $226,418 at 6%; with 50% employer match about $226,418 at 4% or $150,945 at 6%; with 100% employer match about $169,813 at 4% or $113,209 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-0---
201532,105$506,972,587$29,422,944$13,978iApproximate average salary by contribution assumption: employee only about $349,441 at 4% or $232,961 at 6%; with 50% employer match about $232,961 at 4% or $155,307 at 6%; with 100% employer match about $174,721 at 4% or $116,480 at 6%.
Montgomery Investment Incentive Program-2,105$506,972,587$23,730,441$11,273iApproximate average salary by contribution assumption: employee only about $281,834 at 4% or $187,889 at 6%; with 50% employer match about $187,889 at 4% or $125,260 at 6%; with 100% employer match about $140,917 at 4% or $93,945 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,007---
MWH RETIREMENT PLAN B-0-$5,692,503-
201432,034$511,255,434$29,197,617$14,355iApproximate average salary by contribution assumption: employee only about $358,869 at 4% or $239,246 at 6%; with 50% employer match about $239,246 at 4% or $159,498 at 6%; with 100% employer match about $179,435 at 4% or $119,623 at 6%.
Montgomery Investment Incentive Program-2,034$446,688,148$23,706,159$11,655iApproximate average salary by contribution assumption: employee only about $291,374 at 4% or $194,249 at 6%; with 50% employer match about $194,249 at 4% or $129,499 at 6%; with 100% employer match about $145,687 at 4% or $97,125 at 6%.
MWH RETIREMENT PLAN B-1,618$64,567,286$5,491,458$3,394iApproximate average salary by contribution assumption: employee only about $84,849 at 4% or $56,566 at 6%; with 50% employer match about $56,566 at 4% or $37,711 at 6%; with 100% employer match about $42,425 at 4% or $28,283 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-1,923---
201331,971$486,858,359$28,434,134$14,426iApproximate average salary by contribution assumption: employee only about $360,656 at 4% or $240,437 at 6%; with 50% employer match about $240,437 at 4% or $160,292 at 6%; with 100% employer match about $180,328 at 4% or $120,219 at 6%.
Montgomery Investment Incentive Program-1,971$427,716,671$22,731,414$11,533iApproximate average salary by contribution assumption: employee only about $288,323 at 4% or $192,216 at 6%; with 50% employer match about $192,216 at 4% or $128,144 at 6%; with 100% employer match about $144,162 at 4% or $96,108 at 6%.
MWH RETIREMENT PLAN B-1,701$59,141,688$5,702,720$3,353iApproximate average salary by contribution assumption: employee only about $83,814 at 4% or $55,876 at 6%; with 50% employer match about $55,876 at 4% or $37,251 at 6%; with 100% employer match about $41,907 at 4% or $27,938 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-1,922---
201232,172$430,088,381$29,111,406$13,403iApproximate average salary by contribution assumption: employee only about $335,076 at 4% or $223,384 at 6%; with 50% employer match about $223,384 at 4% or $148,923 at 6%; with 100% employer match about $167,538 at 4% or $111,692 at 6%.
Montgomery Investment Incentive Program-2,172$379,828,548$23,397,760$10,772iApproximate average salary by contribution assumption: employee only about $269,311 at 4% or $179,541 at 6%; with 50% employer match about $179,541 at 4% or $119,694 at 6%; with 100% employer match about $134,656 at 4% or $89,770 at 6%.
MWH RETIREMENT PLAN B-1,747$50,259,833$5,713,646$3,271iApproximate average salary by contribution assumption: employee only about $81,764 at 4% or $54,509 at 6%; with 50% employer match about $54,509 at 4% or $36,339 at 6%; with 100% employer match about $40,882 at 4% or $27,255 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,092---
201132,293$400,230,537$28,472,035$12,417iApproximate average salary by contribution assumption: employee only about $310,423 at 4% or $206,949 at 6%; with 50% employer match about $206,949 at 4% or $137,966 at 6%; with 100% employer match about $155,212 at 4% or $103,474 at 6%.
Montgomery Investment Incentive Program-2,293$357,126,815$22,800,454$9,944iApproximate average salary by contribution assumption: employee only about $248,588 at 4% or $165,725 at 6%; with 50% employer match about $165,725 at 4% or $110,483 at 6%; with 100% employer match about $124,294 at 4% or $82,863 at 6%.
MWH RETIREMENT PLAN B-1,925$43,103,722$5,671,581$2,946iApproximate average salary by contribution assumption: employee only about $73,657 at 4% or $49,105 at 6%; with 50% employer match about $49,105 at 4% or $32,736 at 6%; with 100% employer match about $36,828 at 4% or $24,552 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,168---
201032,274$399,985,035$28,272,667$12,433iApproximate average salary by contribution assumption: employee only about $310,825 at 4% or $207,217 at 6%; with 50% employer match about $207,217 at 4% or $138,145 at 6%; with 100% employer match about $155,413 at 4% or $103,608 at 6%.
Montgomery Investment Incentive Program-2,274$363,454,531$22,737,393$9,999iApproximate average salary by contribution assumption: employee only about $249,971 at 4% or $166,648 at 6%; with 50% employer match about $166,648 at 4% or $111,098 at 6%; with 100% employer match about $124,986 at 4% or $83,324 at 6%.
MWH RETIREMENT PLAN B-1,982$36,530,504$5,535,274$2,793iApproximate average salary by contribution assumption: employee only about $69,819 at 4% or $46,546 at 6%; with 50% employer match about $46,546 at 4% or $31,031 at 6%; with 100% employer match about $34,910 at 4% or $23,273 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,166---
200932,363$363,128,640$29,480,020$12,476iApproximate average salary by contribution assumption: employee only about $311,892 at 4% or $207,928 at 6%; with 50% employer match about $207,928 at 4% or $138,619 at 6%; with 100% employer match about $155,946 at 4% or $103,964 at 6%.
Montgomery Investment Incentive Program-2,363$332,763,105$23,376,045$9,893iApproximate average salary by contribution assumption: employee only about $247,313 at 4% or $164,875 at 6%; with 50% employer match about $164,875 at 4% or $109,917 at 6%; with 100% employer match about $123,657 at 4% or $82,438 at 6%.
MWH RETIREMENT PLAN B-2,024$30,365,535$6,103,975$3,016iApproximate average salary by contribution assumption: employee only about $75,395 at 4% or $50,263 at 6%; with 50% employer match about $50,263 at 4% or $33,509 at 6%; with 100% employer match about $37,697 at 4% or $25,132 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,313---
200832,689$296,184,074$28,402,232$10,562iApproximate average salary by contribution assumption: employee only about $264,059 at 4% or $176,040 at 6%; with 50% employer match about $176,040 at 4% or $117,360 at 6%; with 100% employer match about $132,030 at 4% or $88,020 at 6%.
Montgomery Investment Incentive Program-2,689$273,770,446$23,025,570$8,563iApproximate average salary by contribution assumption: employee only about $214,072 at 4% or $142,715 at 6%; with 50% employer match about $142,715 at 4% or $95,143 at 6%; with 100% employer match about $107,036 at 4% or $71,357 at 6%.
MWH RETIREMENT PLAN B-2,007$22,413,628$5,376,662$2,679iApproximate average salary by contribution assumption: employee only about $66,974 at 4% or $44,649 at 6%; with 50% employer match about $44,649 at 4% or $29,766 at 6%; with 100% employer match about $33,487 at 4% or $22,325 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,562---
200732,520$378,454,836$25,141,526$9,977iApproximate average salary by contribution assumption: employee only about $249,420 at 4% or $166,280 at 6%; with 50% employer match about $166,280 at 4% or $110,853 at 6%; with 100% employer match about $124,710 at 4% or $83,140 at 6%.
Montgomery Investment Incentive Program-2,520$363,224,523$20,065,097$7,962iApproximate average salary by contribution assumption: employee only about $199,059 at 4% or $132,706 at 6%; with 50% employer match about $132,706 at 4% or $88,470 at 6%; with 100% employer match about $99,529 at 4% or $66,353 at 6%.
MWH RETIREMENT PLAN B-1,845$15,230,313$5,076,429$2,751iApproximate average salary by contribution assumption: employee only about $68,786 at 4% or $45,858 at 6%; with 50% employer match about $45,858 at 4% or $30,572 at 6%; with 100% employer match about $34,393 at 4% or $22,929 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,493---
200662,333$350,539,914$23,106,928$9,904iApproximate average salary by contribution assumption: employee only about $247,610 at 4% or $165,073 at 6%; with 50% employer match about $165,073 at 4% or $110,049 at 6%; with 100% employer match about $123,805 at 4% or $82,537 at 6%.
Montgomery Investment Incentive Program-1,962$341,411,738$18,610,903$9,486iApproximate average salary by contribution assumption: employee only about $237,142 at 4% or $158,095 at 6%; with 50% employer match about $158,095 at 4% or $105,396 at 6%; with 100% employer match about $118,571 at 4% or $79,047 at 6%.
MWH RETIREMENT PLAN B-1,962$9,128,176$4,496,025$2,292iApproximate average salary by contribution assumption: employee only about $57,289 at 4% or $38,193 at 6%; with 50% employer match about $38,193 at 4% or $25,462 at 6%; with 100% employer match about $28,644 at 4% or $19,096 at 6%.
Montgomery Watson Disability Plan-0---
Montgomery Watson Personal Choice Flexible Benefits Plan-0---
Montgomery Watson Travel Accident Plan-0---
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,333---
200562,825$322,403,700$22,170,600$7,848iApproximate average salary by contribution assumption: employee only about $196,200 at 4% or $130,800 at 6%; with 50% employer match about $130,800 at 4% or $87,200 at 6%; with 100% employer match about $98,100 at 4% or $65,400 at 6%.
Montgomery Investment Incentive Program-2,825$318,073,500$17,811,700$6,305iApproximate average salary by contribution assumption: employee only about $157,626 at 4% or $105,084 at 6%; with 50% employer match about $105,084 at 4% or $70,056 at 6%; with 100% employer match about $78,813 at 4% or $52,542 at 6%.
MWH RETIREMENT PLAN B-1,772$4,330,200$4,358,900$2,460iApproximate average salary by contribution assumption: employee only about $61,497 at 4% or $40,998 at 6%; with 50% employer match about $40,998 at 4% or $27,332 at 6%; with 100% employer match about $30,748 at 4% or $20,499 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,261---
Montgomery Watson Travel Accident Plan-2,261---
Montgomery Watson Personal Choice Flexible Benefits Plan-781---
Montgomery Watson Disability Plan-2,261---
200452,784$304,769,300$22,732,593$8,165iApproximate average salary by contribution assumption: employee only about $204,136 at 4% or $136,091 at 6%; with 50% employer match about $136,091 at 4% or $90,727 at 6%; with 100% employer match about $102,068 at 4% or $68,045 at 6%.
Montgomery Investment Incentive Program-2,784$304,769,300$22,732,593$8,165iApproximate average salary by contribution assumption: employee only about $204,136 at 4% or $136,091 at 6%; with 50% employer match about $136,091 at 4% or $90,727 at 6%; with 100% employer match about $102,068 at 4% or $68,045 at 6%.
Montgomery Watson Travel Accident Plan-2,226---
Montgomery Watson Disability Plan-1,537---
Montgomery Watson Personal Choice Flexible Benefits Plan-715---
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,226---
200352,558$300,675,947$32,535,597$12,719iApproximate average salary by contribution assumption: employee only about $317,979 at 4% or $211,986 at 6%; with 50% employer match about $211,986 at 4% or $141,324 at 6%; with 100% employer match about $158,989 at 4% or $105,993 at 6%.
Montgomery Investment Incentive Program-2,558$281,982,100$21,881,600$8,554iApproximate average salary by contribution assumption: employee only about $213,855 at 4% or $142,570 at 6%; with 50% employer match about $142,570 at 4% or $95,046 at 6%; with 100% employer match about $106,927 at 4% or $71,285 at 6%.
MWH GROUP INSURANCE PLAN-1,169$18,693,847$10,653,997$9,114iApproximate average salary by contribution assumption: employee only about $227,844 at 4% or $151,896 at 6%; with 50% employer match about $151,896 at 4% or $101,264 at 6%; with 100% employer match about $113,922 at 4% or $75,948 at 6%.
Montgomery Watson Disability Plan-1,745---
Montgomery Watson Travel Accident Plan-2,282---
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,428---
200263,206$237,717,702$32,354,364$10,092iApproximate average salary by contribution assumption: employee only about $252,295 at 4% or $168,197 at 6%; with 50% employer match about $168,197 at 4% or $112,131 at 6%; with 100% employer match about $126,148 at 4% or $84,098 at 6%.
Montgomery Investment Incentive Program-3,206$228,876,200$23,488,828$7,327iApproximate average salary by contribution assumption: employee only about $183,163 at 4% or $122,109 at 6%; with 50% employer match about $122,109 at 4% or $81,406 at 6%; with 100% employer match about $91,582 at 4% or $61,054 at 6%.
MWH GROUP INSURANCE PLAN-1,229$8,841,502$8,865,536$7,214iApproximate average salary by contribution assumption: employee only about $180,340 at 4% or $120,227 at 6%; with 50% employer match about $120,227 at 4% or $80,151 at 6%; with 100% employer match about $90,170 at 4% or $60,113 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-2,666---
Montgomery Watson Disability Plan-2,666---
Montgomery Watson Travel Accident Plan-2,666---
Montgomery Watson Personal Choice Flexible Benefits Plan-994---
200152,775$249,005,100$18,263,500$6,581iApproximate average salary by contribution assumption: employee only about $164,536 at 4% or $109,691 at 6%; with 50% employer match about $109,691 at 4% or $73,127 at 6%; with 100% employer match about $82,268 at 4% or $54,845 at 6%.
Montgomery Investment Incentive Program-2,775$249,005,100$18,263,500$6,581iApproximate average salary by contribution assumption: employee only about $164,536 at 4% or $109,691 at 6%; with 50% employer match about $109,691 at 4% or $73,127 at 6%; with 100% employer match about $82,268 at 4% or $54,845 at 6%.
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-1,999---
Montgomery Watson Personal Choice Flexible Benefits Plan-400---
Montgomery Watson Disability Plan-1,412---
Montgomery Watson Travel Accident Plan-1,999---
200062,181$140,939,365$15,064,800$6,907iApproximate average salary by contribution assumption: employee only about $172,682 at 4% or $115,122 at 6%; with 50% employer match about $115,122 at 4% or $76,748 at 6%; with 100% employer match about $86,341 at 4% or $57,561 at 6%.
Montgomery Investment Incentive Program-2,000$140,743,000$15,064,800$7,532iApproximate average salary by contribution assumption: employee only about $188,310 at 4% or $125,540 at 6%; with 50% employer match about $125,540 at 4% or $83,693 at 6%; with 100% employer match about $94,155 at 4% or $62,770 at 6%.
Montgomery Pension Plan-0$196,365--
Montgomery Watson Disability Plan-1,341---
Montgomery Watson Travel Accident Plan-2,181---
Montgomery Watson Personal Choice Flexible Benefits Plan-378---
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-1,811---
199962,181$161,030,700$12,013,400$5,508iApproximate average salary by contribution assumption: employee only about $137,705 at 4% or $91,803 at 6%; with 50% employer match about $91,803 at 4% or $61,202 at 6%; with 100% employer match about $68,853 at 4% or $45,902 at 6%.
Montgomery Investment Incentive Program-1,873$125,483,800$8,526,400$4,552iApproximate average salary by contribution assumption: employee only about $113,807 at 4% or $75,871 at 6%; with 50% employer match about $75,871 at 4% or $50,581 at 6%; with 100% employer match about $56,903 at 4% or $37,936 at 6%.
Montgomery Pension Plan-1,329$35,546,900$3,487,000$2,624iApproximate average salary by contribution assumption: employee only about $65,594 at 4% or $43,730 at 6%; with 50% employer match about $43,730 at 4% or $29,153 at 6%; with 100% employer match about $32,797 at 4% or $21,865 at 6%.
Montgomery Watson Travel Accident Plan-2,181---
Montgomery Watson Disability Plan-1,289---
Montgomery Watson Life, Medical, Dental, and Ad&D Plan-1,690---
Montgomery Watson Personal Choice Flexible Benefits Plan-348---