Civic Intelligence

Montgomery Insurance Services Inc.

Plan context: Montgomery Insurance Services Inc. Employee Profit Sharing Plan

EIN 23-1948889 • Media, PA • 26 filings • 4 plans

330 W State StMedia, PA 19063
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$8,596,526

2024 Contributions

$480,959

Historical Graphs

Total Assets Over Time

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

$8,596,526$4,298,263$0199920132024YearValue
$8,596,526Latest year 2024

Participants Over Time

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

34170199920122024YearValue
30Latest year 2024

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
2024130$8,596,526$480,959$16,032iApproximate average salary by contribution assumption: employee only about $400,799 at 4% or $267,199 at 6%; with 50% employer match about $267,199 at 4% or $178,133 at 6%; with 100% employer match about $200,400 at 4% or $133,600 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-30$8,596,526$480,959$16,032iApproximate average salary by contribution assumption: employee only about $400,799 at 4% or $267,199 at 6%; with 50% employer match about $267,199 at 4% or $178,133 at 6%; with 100% employer match about $200,400 at 4% or $133,600 at 6%.
2023129$7,325,974$453,596$15,641iApproximate average salary by contribution assumption: employee only about $391,031 at 4% or $260,687 at 6%; with 50% employer match about $260,687 at 4% or $173,792 at 6%; with 100% employer match about $195,516 at 4% or $130,344 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-29$7,325,974$453,596$15,641iApproximate average salary by contribution assumption: employee only about $391,031 at 4% or $260,687 at 6%; with 50% employer match about $260,687 at 4% or $173,792 at 6%; with 100% employer match about $195,516 at 4% or $130,344 at 6%.
2022129$6,494,478$413,659$14,264iApproximate average salary by contribution assumption: employee only about $356,603 at 4% or $237,735 at 6%; with 50% employer match about $237,735 at 4% or $158,490 at 6%; with 100% employer match about $178,301 at 4% or $118,868 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-29$6,494,478$413,659$14,264iApproximate average salary by contribution assumption: employee only about $356,603 at 4% or $237,735 at 6%; with 50% employer match about $237,735 at 4% or $158,490 at 6%; with 100% employer match about $178,301 at 4% or $118,868 at 6%.
2021122$7,021,145$379,318$17,242iApproximate average salary by contribution assumption: employee only about $431,043 at 4% or $287,362 at 6%; with 50% employer match about $287,362 at 4% or $191,575 at 6%; with 100% employer match about $215,522 at 4% or $143,681 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-22$7,021,145$379,318$17,242iApproximate average salary by contribution assumption: employee only about $431,043 at 4% or $287,362 at 6%; with 50% employer match about $287,362 at 4% or $191,575 at 6%; with 100% employer match about $215,522 at 4% or $143,681 at 6%.
2020128$6,170,280$356,251$12,723iApproximate average salary by contribution assumption: employee only about $318,081 at 4% or $212,054 at 6%; with 50% employer match about $212,054 at 4% or $141,369 at 6%; with 100% employer match about $159,041 at 4% or $106,027 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-28$6,170,280$356,251$12,723iApproximate average salary by contribution assumption: employee only about $318,081 at 4% or $212,054 at 6%; with 50% employer match about $212,054 at 4% or $141,369 at 6%; with 100% employer match about $159,041 at 4% or $106,027 at 6%.
2019129$5,307,782$397,097$13,693iApproximate average salary by contribution assumption: employee only about $342,325 at 4% or $228,217 at 6%; with 50% employer match about $228,217 at 4% or $152,144 at 6%; with 100% employer match about $171,163 at 4% or $114,108 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-29$5,307,782$397,097$13,693iApproximate average salary by contribution assumption: employee only about $342,325 at 4% or $228,217 at 6%; with 50% employer match about $228,217 at 4% or $152,144 at 6%; with 100% employer match about $171,163 at 4% or $114,108 at 6%.
2018127$4,225,294$315,589$11,688iApproximate average salary by contribution assumption: employee only about $292,212 at 4% or $194,808 at 6%; with 50% employer match about $194,808 at 4% or $129,872 at 6%; with 100% employer match about $146,106 at 4% or $97,404 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-27$4,225,294$315,589$11,688iApproximate average salary by contribution assumption: employee only about $292,212 at 4% or $194,808 at 6%; with 50% employer match about $194,808 at 4% or $129,872 at 6%; with 100% employer match about $146,106 at 4% or $97,404 at 6%.
2017134$4,628,785$381,201$11,212iApproximate average salary by contribution assumption: employee only about $280,295 at 4% or $186,863 at 6%; with 50% employer match about $186,863 at 4% or $124,575 at 6%; with 100% employer match about $140,147 at 4% or $93,432 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-34$4,628,785$381,201$11,212iApproximate average salary by contribution assumption: employee only about $280,295 at 4% or $186,863 at 6%; with 50% employer match about $186,863 at 4% or $124,575 at 6%; with 100% employer match about $140,147 at 4% or $93,432 at 6%.
2016131$3,752,697$320,468$10,338iApproximate average salary by contribution assumption: employee only about $258,442 at 4% or $172,295 at 6%; with 50% employer match about $172,295 at 4% or $114,863 at 6%; with 100% employer match about $129,221 at 4% or $86,147 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-31$3,752,697$320,468$10,338iApproximate average salary by contribution assumption: employee only about $258,442 at 4% or $172,295 at 6%; with 50% employer match about $172,295 at 4% or $114,863 at 6%; with 100% employer match about $129,221 at 4% or $86,147 at 6%.
2015132$3,785,591$436,844$13,651iApproximate average salary by contribution assumption: employee only about $341,284 at 4% or $227,523 at 6%; with 50% employer match about $227,523 at 4% or $151,682 at 6%; with 100% employer match about $170,642 at 4% or $113,761 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-32$3,785,591$436,844$13,651iApproximate average salary by contribution assumption: employee only about $341,284 at 4% or $227,523 at 6%; with 50% employer match about $227,523 at 4% or $151,682 at 6%; with 100% employer match about $170,642 at 4% or $113,761 at 6%.
2014124$3,627,203$589,954$24,581iApproximate average salary by contribution assumption: employee only about $614,535 at 4% or $409,690 at 6%; with 50% employer match about $409,690 at 4% or $273,127 at 6%; with 100% employer match about $307,268 at 4% or $204,845 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-24$3,627,203$589,954$24,581iApproximate average salary by contribution assumption: employee only about $614,535 at 4% or $409,690 at 6%; with 50% employer match about $409,690 at 4% or $273,127 at 6%; with 100% employer match about $307,268 at 4% or $204,845 at 6%.
2013121$2,903,461$277,457$13,212iApproximate average salary by contribution assumption: employee only about $330,306 at 4% or $220,204 at 6%; with 50% employer match about $220,204 at 4% or $146,803 at 6%; with 100% employer match about $165,153 at 4% or $110,102 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-21$2,903,461$277,457$13,212iApproximate average salary by contribution assumption: employee only about $330,306 at 4% or $220,204 at 6%; with 50% employer match about $220,204 at 4% or $146,803 at 6%; with 100% employer match about $165,153 at 4% or $110,102 at 6%.
2012122$2,854,816$289,884$13,177iApproximate average salary by contribution assumption: employee only about $329,414 at 4% or $219,609 at 6%; with 50% employer match about $219,609 at 4% or $146,406 at 6%; with 100% employer match about $164,707 at 4% or $109,805 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-22$2,854,816$289,884$13,177iApproximate average salary by contribution assumption: employee only about $329,414 at 4% or $219,609 at 6%; with 50% employer match about $219,609 at 4% or $146,406 at 6%; with 100% employer match about $164,707 at 4% or $109,805 at 6%.
2011121$2,525,289$247,717$11,796iApproximate average salary by contribution assumption: employee only about $294,901 at 4% or $196,601 at 6%; with 50% employer match about $196,601 at 4% or $131,067 at 6%; with 100% employer match about $147,451 at 4% or $98,300 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-21$2,525,289$247,717$11,796iApproximate average salary by contribution assumption: employee only about $294,901 at 4% or $196,601 at 6%; with 50% employer match about $196,601 at 4% or $131,067 at 6%; with 100% employer match about $147,451 at 4% or $98,300 at 6%.
2010120$2,315,910$204,294$10,215iApproximate average salary by contribution assumption: employee only about $255,368 at 4% or $170,245 at 6%; with 50% employer match about $170,245 at 4% or $113,497 at 6%; with 100% employer match about $127,684 at 4% or $85,123 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-20$2,315,910$204,294$10,215iApproximate average salary by contribution assumption: employee only about $255,368 at 4% or $170,245 at 6%; with 50% employer match about $170,245 at 4% or $113,497 at 6%; with 100% employer match about $127,684 at 4% or $85,123 at 6%.
2009223$4,338,318$487,861$21,211iApproximate average salary by contribution assumption: employee only about $530,284 at 4% or $353,522 at 6%; with 50% employer match about $353,522 at 4% or $235,682 at 6%; with 100% employer match about $265,142 at 4% or $176,761 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-21$2,429,258$231,930$11,044iApproximate average salary by contribution assumption: employee only about $276,107 at 4% or $184,071 at 6%; with 50% employer match about $184,071 at 4% or $122,714 at 6%; with 100% employer match about $138,054 at 4% or $92,036 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-23$1,909,060$255,931$11,127iApproximate average salary by contribution assumption: employee only about $278,186 at 4% or $185,457 at 6%; with 50% employer match about $185,457 at 4% or $123,638 at 6%; with 100% employer match about $139,093 at 4% or $92,729 at 6%.
2008121$1,642,048$235,837$11,230iApproximate average salary by contribution assumption: employee only about $280,758 at 4% or $187,172 at 6%; with 50% employer match about $187,172 at 4% or $124,781 at 6%; with 100% employer match about $140,379 at 4% or $93,586 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-21$1,642,048$235,837$11,230iApproximate average salary by contribution assumption: employee only about $280,758 at 4% or $187,172 at 6%; with 50% employer match about $187,172 at 4% or $124,781 at 6%; with 100% employer match about $140,379 at 4% or $93,586 at 6%.
2006118$2,190,650$190,340$10,574iApproximate average salary by contribution assumption: employee only about $264,361 at 4% or $176,241 at 6%; with 50% employer match about $176,241 at 4% or $117,494 at 6%; with 100% employer match about $132,181 at 4% or $88,120 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-18$2,190,650$190,340$10,574iApproximate average salary by contribution assumption: employee only about $264,361 at 4% or $176,241 at 6%; with 50% employer match about $176,241 at 4% or $117,494 at 6%; with 100% employer match about $132,181 at 4% or $88,120 at 6%.
2005118$1,862,120$188,351$10,464iApproximate average salary by contribution assumption: employee only about $261,599 at 4% or $174,399 at 6%; with 50% employer match about $174,399 at 4% or $116,266 at 6%; with 100% employer match about $130,799 at 4% or $87,200 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-18$1,862,120$188,351$10,464iApproximate average salary by contribution assumption: employee only about $261,599 at 4% or $174,399 at 6%; with 50% employer match about $174,399 at 4% or $116,266 at 6%; with 100% employer match about $130,799 at 4% or $87,200 at 6%.
2004117$1,575,832$170,033$10,002iApproximate average salary by contribution assumption: employee only about $250,049 at 4% or $166,699 at 6%; with 50% employer match about $166,699 at 4% or $111,133 at 6%; with 100% employer match about $125,024 at 4% or $83,350 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-17$1,575,832$170,033$10,002iApproximate average salary by contribution assumption: employee only about $250,049 at 4% or $166,699 at 6%; with 50% employer match about $166,699 at 4% or $111,133 at 6%; with 100% employer match about $125,024 at 4% or $83,350 at 6%.
2003117$929,847$0-
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-17$929,847--
2002117$929,747$148,528$8,737iApproximate average salary by contribution assumption: employee only about $218,424 at 4% or $145,616 at 6%; with 50% employer match about $145,616 at 4% or $97,077 at 6%; with 100% employer match about $109,212 at 4% or $72,808 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-17$929,747$148,528$8,737iApproximate average salary by contribution assumption: employee only about $218,424 at 4% or $145,616 at 6%; with 50% employer match about $145,616 at 4% or $97,077 at 6%; with 100% employer match about $109,212 at 4% or $72,808 at 6%.
2001117$1,029,097$131,464$7,733iApproximate average salary by contribution assumption: employee only about $193,329 at 4% or $128,886 at 6%; with 50% employer match about $128,886 at 4% or $85,924 at 6%; with 100% employer match about $96,665 at 4% or $64,443 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-17$1,029,097$131,464$7,733iApproximate average salary by contribution assumption: employee only about $193,329 at 4% or $128,886 at 6%; with 50% employer match about $128,886 at 4% or $85,924 at 6%; with 100% employer match about $96,665 at 4% or $64,443 at 6%.
2000117$0$0-
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-17---
1999116$1,244,139$83,197$5,200iApproximate average salary by contribution assumption: employee only about $129,995 at 4% or $86,664 at 6%; with 50% employer match about $86,664 at 4% or $57,776 at 6%; with 100% employer match about $64,998 at 4% or $43,332 at 6%.
Montgomery Insurance Services Inc. Employee Profit Sharing Plan-16$1,244,139$83,197$5,200iApproximate average salary by contribution assumption: employee only about $129,995 at 4% or $86,664 at 6%; with 50% employer match about $86,664 at 4% or $57,776 at 6%; with 100% employer match about $64,998 at 4% or $43,332 at 6%.