Montgomery & Associates Inc
Plan context: Montgomery & Associates Inc, 401K Profit Sharing Plan & Trust
EIN 27-3176325 • Sacramento, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
17
2019 Assets
$418,399
2019 Contributions
$53,577
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Montgomery & Associates Inc, 401K Profit Sharing Plan & Trust | - | 0 | $0 | - | - |
| 2018 | 1 | 17 | $418,399 | $53,577 | $3,152iApproximate average salary by contribution assumption: employee only about $78,790 at 4% or $52,526 at 6%; with 50% employer match about $52,526 at 4% or $35,018 at 6%; with 100% employer match about $39,395 at 4% or $26,263 at 6%. |
| Montgomery & Associates Inc, 401K Profit Sharing Plan & Trust | - | 17 | $418,399 | $53,577 | $3,152iApproximate average salary by contribution assumption: employee only about $78,790 at 4% or $52,526 at 6%; with 50% employer match about $52,526 at 4% or $35,018 at 6%; with 100% employer match about $39,395 at 4% or $26,263 at 6%. |
| 2017 | 1 | 24 | $458,228 | $53,181 | $2,216iApproximate average salary by contribution assumption: employee only about $55,397 at 4% or $36,931 at 6%; with 50% employer match about $36,931 at 4% or $24,621 at 6%; with 100% employer match about $27,698 at 4% or $18,466 at 6%. |
| Montgomery & Associates Inc, 401K Profit Sharing Plan & Trust | - | 24 | $458,228 | $53,181 | $2,216iApproximate average salary by contribution assumption: employee only about $55,397 at 4% or $36,931 at 6%; with 50% employer match about $36,931 at 4% or $24,621 at 6%; with 100% employer match about $27,698 at 4% or $18,466 at 6%. |
| 2016 | 1 | 25 | $356,091 | $71,209 | $2,848iApproximate average salary by contribution assumption: employee only about $71,209 at 4% or $47,473 at 6%; with 50% employer match about $47,473 at 4% or $31,648 at 6%; with 100% employer match about $35,605 at 4% or $23,736 at 6%. |
| Montgomery & Associates Inc, 401K Profit Sharing Plan & Trust | - | 25 | $356,091 | $71,209 | $2,848iApproximate average salary by contribution assumption: employee only about $71,209 at 4% or $47,473 at 6%; with 50% employer match about $47,473 at 4% or $31,648 at 6%; with 100% employer match about $35,605 at 4% or $23,736 at 6%. |
| 2015 | 1 | 25 | $272,897 | $55,891 | $2,236iApproximate average salary by contribution assumption: employee only about $55,891 at 4% or $37,261 at 6%; with 50% employer match about $37,261 at 4% or $24,840 at 6%; with 100% employer match about $27,945 at 4% or $18,630 at 6%. |
| Montgomery & Associates Inc, 401K Profit Sharing Plan & Trust | - | 25 | $272,897 | $55,891 | $2,236iApproximate average salary by contribution assumption: employee only about $55,891 at 4% or $37,261 at 6%; with 50% employer match about $37,261 at 4% or $24,840 at 6%; with 100% employer match about $27,945 at 4% or $18,630 at 6%. |
| 2014 | 1 | 15 | $0 | $219,811 | $14,654iApproximate average salary by contribution assumption: employee only about $366,352 at 4% or $244,234 at 6%; with 50% employer match about $244,234 at 4% or $162,823 at 6%; with 100% employer match about $183,176 at 4% or $122,117 at 6%. |
| Montgomery & Associates Inc, 401K Profit Sharing Plan & Trust | - | 15 | $0 | $219,811 | $14,654iApproximate average salary by contribution assumption: employee only about $366,352 at 4% or $244,234 at 6%; with 50% employer match about $244,234 at 4% or $162,823 at 6%; with 100% employer match about $183,176 at 4% or $122,117 at 6%. |