Civic Intelligence

Marshall & Montanez

Plan context: Marshall & Montanez Retirement Plan

EIN 95-4349783 • Covina, CA • 19 filings • 1 plans

550 E. Badillo StreetCovina, CA 91723
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$2,657

2018 Contributions

$28,835

Historical Graphs

Total Assets Over Time

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

$2,096,116$1,048,058$0199920102017YearValue
$2,657Latest year 2017

Participants Over Time

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

530199920082016YearValue
4Latest 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
201810$0$0-
Marshall & Montanez Retirement Plan-0$0--
201710$2,657$0-
Marshall & Montanez Retirement Plan-0$2,657--
201614$2,096,116$28,835$7,209iApproximate average salary by contribution assumption: employee only about $180,219 at 4% or $120,146 at 6%; with 50% employer match about $120,146 at 4% or $80,097 at 6%; with 100% employer match about $90,109 at 4% or $60,073 at 6%.
Marshall & Montanez Retirement Plan-4$2,096,116$28,835$7,209iApproximate average salary by contribution assumption: employee only about $180,219 at 4% or $120,146 at 6%; with 50% employer match about $120,146 at 4% or $80,097 at 6%; with 100% employer match about $90,109 at 4% or $60,073 at 6%.
201514$1,782,271$29,330$7,333iApproximate average salary by contribution assumption: employee only about $183,313 at 4% or $122,208 at 6%; with 50% employer match about $122,208 at 4% or $81,472 at 6%; with 100% employer match about $91,656 at 4% or $61,104 at 6%.
Marshall & Montanez Retirement Plan-4$1,782,271$29,330$7,333iApproximate average salary by contribution assumption: employee only about $183,313 at 4% or $122,208 at 6%; with 50% employer match about $122,208 at 4% or $81,472 at 6%; with 100% employer match about $91,656 at 4% or $61,104 at 6%.
201414$1,949,200$31,866$7,967iApproximate average salary by contribution assumption: employee only about $199,163 at 4% or $132,775 at 6%; with 50% employer match about $132,775 at 4% or $88,517 at 6%; with 100% employer match about $99,581 at 4% or $66,388 at 6%.
Marshall & Montanez Retirement Plan-4$1,949,200$31,866$7,967iApproximate average salary by contribution assumption: employee only about $199,163 at 4% or $132,775 at 6%; with 50% employer match about $132,775 at 4% or $88,517 at 6%; with 100% employer match about $99,581 at 4% or $66,388 at 6%.
201314$1,915,931$27,337$6,834iApproximate average salary by contribution assumption: employee only about $170,856 at 4% or $113,904 at 6%; with 50% employer match about $113,904 at 4% or $75,936 at 6%; with 100% employer match about $85,428 at 4% or $56,952 at 6%.
Marshall & Montanez Retirement Plan-4$1,915,931$27,337$6,834iApproximate average salary by contribution assumption: employee only about $170,856 at 4% or $113,904 at 6%; with 50% employer match about $113,904 at 4% or $75,936 at 6%; with 100% employer match about $85,428 at 4% or $56,952 at 6%.
201214$1,415,690$23,433$5,858iApproximate average salary by contribution assumption: employee only about $146,456 at 4% or $97,638 at 6%; with 50% employer match about $97,638 at 4% or $65,092 at 6%; with 100% employer match about $73,228 at 4% or $48,819 at 6%.
Marshall & Montanez Retirement Plan-4$1,415,690$23,433$5,858iApproximate average salary by contribution assumption: employee only about $146,456 at 4% or $97,638 at 6%; with 50% employer match about $97,638 at 4% or $65,092 at 6%; with 100% employer match about $73,228 at 4% or $48,819 at 6%.
201114$1,171,078$27,540$6,885iApproximate average salary by contribution assumption: employee only about $172,125 at 4% or $114,750 at 6%; with 50% employer match about $114,750 at 4% or $76,500 at 6%; with 100% employer match about $86,063 at 4% or $57,375 at 6%.
Marshall & Montanez Retirement Plan-4$1,171,078$27,540$6,885iApproximate average salary by contribution assumption: employee only about $172,125 at 4% or $114,750 at 6%; with 50% employer match about $114,750 at 4% or $76,500 at 6%; with 100% employer match about $86,063 at 4% or $57,375 at 6%.
201015$1,181,765$29,851$5,970iApproximate average salary by contribution assumption: employee only about $149,255 at 4% or $99,503 at 6%; with 50% employer match about $99,503 at 4% or $66,336 at 6%; with 100% employer match about $74,628 at 4% or $49,752 at 6%.
Marshall & Montanez Retirement Plan-5$1,181,765$29,851$5,970iApproximate average salary by contribution assumption: employee only about $149,255 at 4% or $99,503 at 6%; with 50% employer match about $99,503 at 4% or $66,336 at 6%; with 100% employer match about $74,628 at 4% or $49,752 at 6%.
200915$903,533$24,969$4,994iApproximate average salary by contribution assumption: employee only about $124,845 at 4% or $83,230 at 6%; with 50% employer match about $83,230 at 4% or $55,487 at 6%; with 100% employer match about $62,423 at 4% or $41,615 at 6%.
Marshall & Montanez Retirement Plan-5$903,533$24,969$4,994iApproximate average salary by contribution assumption: employee only about $124,845 at 4% or $83,230 at 6%; with 50% employer match about $83,230 at 4% or $55,487 at 6%; with 100% employer match about $62,423 at 4% or $41,615 at 6%.
200815$608,452$24,072$4,814iApproximate average salary by contribution assumption: employee only about $120,360 at 4% or $80,240 at 6%; with 50% employer match about $80,240 at 4% or $53,493 at 6%; with 100% employer match about $60,180 at 4% or $40,120 at 6%.
Marshall & Montanez Retirement Plan-5$608,452$24,072$4,814iApproximate average salary by contribution assumption: employee only about $120,360 at 4% or $80,240 at 6%; with 50% employer match about $80,240 at 4% or $53,493 at 6%; with 100% employer match about $60,180 at 4% or $40,120 at 6%.
200715$0$0-
Marshall & Montanez Retirement Plan-5---
200615$758,662$206,854$41,371iApproximate average salary by contribution assumption: employee only about $1,034,270 at 4% or $689,513 at 6%; with 50% employer match about $689,513 at 4% or $459,676 at 6%; with 100% employer match about $517,135 at 4% or $344,757 at 6%.
Marshall & Montanez Retirement Plan-5$758,662$206,854$41,371iApproximate average salary by contribution assumption: employee only about $1,034,270 at 4% or $689,513 at 6%; with 50% employer match about $689,513 at 4% or $459,676 at 6%; with 100% employer match about $517,135 at 4% or $344,757 at 6%.
200514$462,601$20,930$5,233iApproximate average salary by contribution assumption: employee only about $130,813 at 4% or $87,208 at 6%; with 50% employer match about $87,208 at 4% or $58,139 at 6%; with 100% employer match about $65,406 at 4% or $43,604 at 6%.
Marshall & Montanez Retirement Plan-4$462,601$20,930$5,233iApproximate average salary by contribution assumption: employee only about $130,813 at 4% or $87,208 at 6%; with 50% employer match about $87,208 at 4% or $58,139 at 6%; with 100% employer match about $65,406 at 4% or $43,604 at 6%.
200414$390,441$19,688$4,922iApproximate average salary by contribution assumption: employee only about $123,050 at 4% or $82,033 at 6%; with 50% employer match about $82,033 at 4% or $54,689 at 6%; with 100% employer match about $61,525 at 4% or $41,017 at 6%.
Marshall & Montanez Retirement Plan-4$390,441$19,688$4,922iApproximate average salary by contribution assumption: employee only about $123,050 at 4% or $82,033 at 6%; with 50% employer match about $82,033 at 4% or $54,689 at 6%; with 100% employer match about $61,525 at 4% or $41,017 at 6%.
200314$304,756$19,041$4,760iApproximate average salary by contribution assumption: employee only about $119,006 at 4% or $79,338 at 6%; with 50% employer match about $79,338 at 4% or $52,892 at 6%; with 100% employer match about $59,503 at 4% or $39,669 at 6%.
Marshall & Montanez Retirement Plan-4$304,756$19,041$4,760iApproximate average salary by contribution assumption: employee only about $119,006 at 4% or $79,338 at 6%; with 50% employer match about $79,338 at 4% or $52,892 at 6%; with 100% employer match about $59,503 at 4% or $39,669 at 6%.
200214$0$0-
Marshall & Montanez Retirement Plan-4---
200013$0$0-
Marshall & Montanez Retirement Plan-3---
199913$353,945$184,057$61,352iApproximate average salary by contribution assumption: employee only about $1,533,808 at 4% or $1,022,539 at 6%; with 50% employer match about $1,022,539 at 4% or $681,693 at 6%; with 100% employer match about $766,904 at 4% or $511,269 at 6%.
Marshall & Montanez Retirement Plan-3$353,945$184,057$61,352iApproximate average salary by contribution assumption: employee only about $1,533,808 at 4% or $1,022,539 at 6%; with 50% employer match about $1,022,539 at 4% or $681,693 at 6%; with 100% employer match about $766,904 at 4% or $511,269 at 6%.