Montgomery Self Storage
Plan context: Montgomery Self Storage 401(K) Profit Sharing Plan
EIN 20-1669415 • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$188,617
2024 Contributions
$30,500
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 | 1 | $188,617 | $30,500 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| Montgomery Self Storage 401(K) Profit Sharing Plan | - | 1 | $188,617 | $30,500 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| 2023 | 1 | 1 | $137,011 | $136,077 | $136,077iApproximate average salary by contribution assumption: employee only about $3,401,925 at 4% or $2,267,950 at 6%; with 50% employer match about $2,267,950 at 4% or $1,511,967 at 6%; with 100% employer match about $1,700,963 at 4% or $1,133,975 at 6%. |
| Montgomery Self Storage 401(K) Profit Sharing Plan | - | 1 | $137,011 | $136,077 | $136,077iApproximate average salary by contribution assumption: employee only about $3,401,925 at 4% or $2,267,950 at 6%; with 50% employer match about $2,267,950 at 4% or $1,511,967 at 6%; with 100% employer match about $1,700,963 at 4% or $1,133,975 at 6%. |