Civic Intelligence

Mark H. Montgomery, M.D., F.A.C.S.

Plan context: Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust

EIN 01-0726435 • Bonita Springs, FL • 19 filings • 4 plans

9240 Bonita Beach RoadSuite 1106Bonita Springs, FL 34135
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$6,210,721

2023 Contributions

$17,092

Historical Graphs

Total Assets Over Time

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

$6,821,270$3,410,635$0200420142022YearValue
$6,210,721Latest year 2022

Participants Over Time

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

1260200420142022YearValue
8Latest year 2022

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
202310$0$17,092-
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-0$0$17,092-
202218$6,210,721$80,870$10,109iApproximate average salary by contribution assumption: employee only about $252,719 at 4% or $168,479 at 6%; with 50% employer match about $168,479 at 4% or $112,319 at 6%; with 100% employer match about $126,359 at 4% or $84,240 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-8$6,210,721$80,870$10,109iApproximate average salary by contribution assumption: employee only about $252,719 at 4% or $168,479 at 6%; with 50% employer match about $168,479 at 4% or $112,319 at 6%; with 100% employer match about $126,359 at 4% or $84,240 at 6%.
202118$6,821,270$90,930$11,366iApproximate average salary by contribution assumption: employee only about $284,156 at 4% or $189,438 at 6%; with 50% employer match about $189,438 at 4% or $126,292 at 6%; with 100% employer match about $142,078 at 4% or $94,719 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-8$6,821,270$90,930$11,366iApproximate average salary by contribution assumption: employee only about $284,156 at 4% or $189,438 at 6%; with 50% employer match about $189,438 at 4% or $126,292 at 6%; with 100% employer match about $142,078 at 4% or $94,719 at 6%.
202018$6,517,452$94,026$11,753iApproximate average salary by contribution assumption: employee only about $293,831 at 4% or $195,888 at 6%; with 50% employer match about $195,888 at 4% or $130,592 at 6%; with 100% employer match about $146,916 at 4% or $97,944 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-8$6,517,452$94,026$11,753iApproximate average salary by contribution assumption: employee only about $293,831 at 4% or $195,888 at 6%; with 50% employer match about $195,888 at 4% or $130,592 at 6%; with 100% employer match about $146,916 at 4% or $97,944 at 6%.
201918$6,104,280$116,772$14,597iApproximate average salary by contribution assumption: employee only about $364,913 at 4% or $243,275 at 6%; with 50% employer match about $243,275 at 4% or $162,183 at 6%; with 100% employer match about $182,456 at 4% or $121,638 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-8$6,104,280$116,772$14,597iApproximate average salary by contribution assumption: employee only about $364,913 at 4% or $243,275 at 6%; with 50% employer match about $243,275 at 4% or $162,183 at 6%; with 100% employer match about $182,456 at 4% or $121,638 at 6%.
201818$5,779,928$112,066$14,008iApproximate average salary by contribution assumption: employee only about $350,206 at 4% or $233,471 at 6%; with 50% employer match about $233,471 at 4% or $155,647 at 6%; with 100% employer match about $175,103 at 4% or $116,735 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-8$5,779,928$112,066$14,008iApproximate average salary by contribution assumption: employee only about $350,206 at 4% or $233,471 at 6%; with 50% employer match about $233,471 at 4% or $155,647 at 6%; with 100% employer match about $175,103 at 4% or $116,735 at 6%.
201717$6,261,284$88,244$12,606iApproximate average salary by contribution assumption: employee only about $315,157 at 4% or $210,105 at 6%; with 50% employer match about $210,105 at 4% or $140,070 at 6%; with 100% employer match about $157,579 at 4% or $105,052 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-7$6,261,284$88,244$12,606iApproximate average salary by contribution assumption: employee only about $315,157 at 4% or $210,105 at 6%; with 50% employer match about $210,105 at 4% or $140,070 at 6%; with 100% employer match about $157,579 at 4% or $105,052 at 6%.
201618$5,859,094$99,994$12,499iApproximate average salary by contribution assumption: employee only about $312,481 at 4% or $208,321 at 6%; with 50% employer match about $208,321 at 4% or $138,881 at 6%; with 100% employer match about $156,241 at 4% or $104,160 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-8$5,859,094$99,994$12,499iApproximate average salary by contribution assumption: employee only about $312,481 at 4% or $208,321 at 6%; with 50% employer match about $208,321 at 4% or $138,881 at 6%; with 100% employer match about $156,241 at 4% or $104,160 at 6%.
201519$5,372,219$102,649$11,405iApproximate average salary by contribution assumption: employee only about $285,136 at 4% or $190,091 at 6%; with 50% employer match about $190,091 at 4% or $126,727 at 6%; with 100% employer match about $142,568 at 4% or $95,045 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-9$5,372,219$102,649$11,405iApproximate average salary by contribution assumption: employee only about $285,136 at 4% or $190,091 at 6%; with 50% employer match about $190,091 at 4% or $126,727 at 6%; with 100% employer match about $142,568 at 4% or $95,045 at 6%.
201419$5,735,815$95,838$10,649iApproximate average salary by contribution assumption: employee only about $266,217 at 4% or $177,478 at 6%; with 50% employer match about $177,478 at 4% or $118,319 at 6%; with 100% employer match about $133,108 at 4% or $88,739 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-9$5,735,815$95,838$10,649iApproximate average salary by contribution assumption: employee only about $266,217 at 4% or $177,478 at 6%; with 50% employer match about $177,478 at 4% or $118,319 at 6%; with 100% employer match about $133,108 at 4% or $88,739 at 6%.
201319$5,358,573$91,123$10,125iApproximate average salary by contribution assumption: employee only about $253,119 at 4% or $168,746 at 6%; with 50% employer match about $168,746 at 4% or $112,498 at 6%; with 100% employer match about $126,560 at 4% or $84,373 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-9$5,358,573$91,123$10,125iApproximate average salary by contribution assumption: employee only about $253,119 at 4% or $168,746 at 6%; with 50% employer match about $168,746 at 4% or $112,498 at 6%; with 100% employer match about $126,560 at 4% or $84,373 at 6%.
2012112$4,631,973$88,340$7,362iApproximate average salary by contribution assumption: employee only about $184,042 at 4% or $122,694 at 6%; with 50% employer match about $122,694 at 4% or $81,796 at 6%; with 100% employer match about $92,021 at 4% or $61,347 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-12$4,631,973$88,340$7,362iApproximate average salary by contribution assumption: employee only about $184,042 at 4% or $122,694 at 6%; with 50% employer match about $122,694 at 4% or $81,796 at 6%; with 100% employer match about $92,021 at 4% or $61,347 at 6%.
201119$4,114,451$86,467$9,607iApproximate average salary by contribution assumption: employee only about $240,186 at 4% or $160,124 at 6%; with 50% employer match about $160,124 at 4% or $106,749 at 6%; with 100% employer match about $120,093 at 4% or $80,062 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-9$4,114,451$86,467$9,607iApproximate average salary by contribution assumption: employee only about $240,186 at 4% or $160,124 at 6%; with 50% employer match about $160,124 at 4% or $106,749 at 6%; with 100% employer match about $120,093 at 4% or $80,062 at 6%.
2010111$3,993,485$71,495$6,500iApproximate average salary by contribution assumption: employee only about $162,489 at 4% or $108,326 at 6%; with 50% employer match about $108,326 at 4% or $72,217 at 6%; with 100% employer match about $81,244 at 4% or $54,163 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-11$3,993,485$71,495$6,500iApproximate average salary by contribution assumption: employee only about $162,489 at 4% or $108,326 at 6%; with 50% employer match about $108,326 at 4% or $72,217 at 6%; with 100% employer match about $81,244 at 4% or $54,163 at 6%.
2009110$3,517,163$377,919$37,792iApproximate average salary by contribution assumption: employee only about $944,798 at 4% or $629,865 at 6%; with 50% employer match about $629,865 at 4% or $419,910 at 6%; with 100% employer match about $472,399 at 4% or $314,933 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-10$3,517,163$377,919$37,792iApproximate average salary by contribution assumption: employee only about $944,798 at 4% or $629,865 at 6%; with 50% employer match about $629,865 at 4% or $419,910 at 6%; with 100% employer match about $472,399 at 4% or $314,933 at 6%.
200819$3,019,714$55,687$6,187iApproximate average salary by contribution assumption: employee only about $154,686 at 4% or $103,124 at 6%; with 50% employer match about $103,124 at 4% or $68,749 at 6%; with 100% employer match about $77,343 at 4% or $51,562 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-9$3,019,714$55,687$6,187iApproximate average salary by contribution assumption: employee only about $154,686 at 4% or $103,124 at 6%; with 50% employer match about $103,124 at 4% or $68,749 at 6%; with 100% employer match about $77,343 at 4% or $51,562 at 6%.
200715$3,575,985$54,317$10,863iApproximate average salary by contribution assumption: employee only about $271,585 at 4% or $181,057 at 6%; with 50% employer match about $181,057 at 4% or $120,704 at 6%; with 100% employer match about $135,793 at 4% or $90,528 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-5$3,575,985$54,317$10,863iApproximate average salary by contribution assumption: employee only about $271,585 at 4% or $181,057 at 6%; with 50% employer match about $181,057 at 4% or $120,704 at 6%; with 100% employer match about $135,793 at 4% or $90,528 at 6%.
200613$3,319,267$28,094$9,365iApproximate average salary by contribution assumption: employee only about $234,117 at 4% or $156,078 at 6%; with 50% employer match about $156,078 at 4% or $104,052 at 6%; with 100% employer match about $117,058 at 4% or $78,039 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-3$3,319,267$28,094$9,365iApproximate average salary by contribution assumption: employee only about $234,117 at 4% or $156,078 at 6%; with 50% employer match about $156,078 at 4% or $104,052 at 6%; with 100% employer match about $117,058 at 4% or $78,039 at 6%.
200415$2,496,972$2,197,440$439,488iApproximate average salary by contribution assumption: employee only about $10,987,200 at 4% or $7,324,800 at 6%; with 50% employer match about $7,324,800 at 4% or $4,883,200 at 6%; with 100% employer match about $5,493,600 at 4% or $3,662,400 at 6%.
Mark H. Montgomery, M.D., F.A.C.S., 401(K) Profit Sharing Plan and Trust-5$2,496,972$2,197,440$439,488iApproximate average salary by contribution assumption: employee only about $10,987,200 at 4% or $7,324,800 at 6%; with 50% employer match about $7,324,800 at 4% or $4,883,200 at 6%; with 100% employer match about $5,493,600 at 4% or $3,662,400 at 6%.