The Montgomery Company Incorporated
Plan context: The Montgomery Company Incorporated Profit Sharing Plan
EIN 04-1632035 • Sturbridge, MA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$5,521,753
2024 Contributions
$24,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 0 | $0 | - | - |
| 2023 | 1 | 17 | $5,521,753 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 17 | $5,521,753 | - | - |
| 2022 | 1 | 19 | $5,855,341 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 19 | $5,855,341 | - | - |
| 2021 | 1 | 19 | $5,710,825 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 19 | $5,710,825 | - | - |
| 2020 | 1 | 19 | $6,589,549 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 19 | $6,589,549 | - | - |
| 2019 | 1 | 21 | $6,186,907 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 21 | $6,186,907 | $0 | - |
| 2018 | 1 | 26 | $6,631,690 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 26 | $6,631,690 | - | - |
| 2017 | 1 | 27 | $6,789,077 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 27 | $6,789,077 | - | - |
| 2016 | 1 | 28 | $6,600,049 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 28 | $6,600,049 | - | - |
| 2015 | 1 | 36 | $6,304,581 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 36 | $6,304,581 | - | - |
| 2014 | 1 | 44 | $6,439,869 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 44 | $6,439,869 | - | - |
| 2013 | 1 | 47 | $6,449,447 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 47 | $6,449,447 | - | - |
| 2012 | 1 | 48 | $5,967,631 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 48 | $5,967,631 | - | - |
| 2011 | 1 | 49 | $5,379,103 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 49 | $5,379,103 | - | - |
| 2010 | 1 | 52 | $5,449,249 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 52 | $5,449,249 | - | - |
| 2009 | 1 | 59 | $5,108,864 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 59 | $5,108,864 | - | - |
| 2008 | 1 | 40 | $0 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 40 | - | - | - |
| 2007 | 1 | 42 | $0 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 42 | - | - | - |
| 2006 | 1 | 37 | $7,037,746 | $24,000 | $649iApproximate average salary by contribution assumption: employee only about $16,216 at 4% or $10,811 at 6%; with 50% employer match about $10,811 at 4% or $7,207 at 6%; with 100% employer match about $8,108 at 4% or $5,405 at 6%. |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 37 | $7,037,746 | $24,000 | $649iApproximate average salary by contribution assumption: employee only about $16,216 at 4% or $10,811 at 6%; with 50% employer match about $10,811 at 4% or $7,207 at 6%; with 100% employer match about $8,108 at 4% or $5,405 at 6%. |
| 2005 | 1 | 40 | $6,583,091 | $48,000 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 40 | $6,583,091 | $48,000 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| 2004 | 1 | 44 | $6,355,585 | $36,000 | $818iApproximate average salary by contribution assumption: employee only about $20,455 at 4% or $13,636 at 6%; with 50% employer match about $13,636 at 4% or $9,091 at 6%; with 100% employer match about $10,227 at 4% or $6,818 at 6%. |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 44 | $6,355,585 | $36,000 | $818iApproximate average salary by contribution assumption: employee only about $20,455 at 4% or $13,636 at 6%; with 50% employer match about $13,636 at 4% or $9,091 at 6%; with 100% employer match about $10,227 at 4% or $6,818 at 6%. |
| 2003 | 1 | 37 | $0 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 37 | - | - | - |
| 2002 | 1 | 41 | $5,082,827 | $48,000 | $1,171iApproximate average salary by contribution assumption: employee only about $29,268 at 4% or $19,512 at 6%; with 50% employer match about $19,512 at 4% or $13,008 at 6%; with 100% employer match about $14,634 at 4% or $9,756 at 6%. |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 41 | $5,082,827 | $48,000 | $1,171iApproximate average salary by contribution assumption: employee only about $29,268 at 4% or $19,512 at 6%; with 50% employer match about $19,512 at 4% or $13,008 at 6%; with 100% employer match about $14,634 at 4% or $9,756 at 6%. |
| 2001 | 1 | 47 | $0 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 47 | - | - | - |
| 2000 | 1 | 55 | $0 | $0 | - |
| The Montgomery Company Incorporated Profit Sharing Plan | - | 55 | - | - | - |