Montgomery Shelton & Co
Plan context: Montgomery Shelton & Co Profit Sharing Plan
EIN 36-3295660 • Winnetka, IL • 22 filings • 8 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$194,439
2016 Contributions
$38,313
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 |
|---|---|---|---|---|---|
| 2016 | 2 | 1 | $194,439 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $194,439 | - | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 0 | - | - | - |
| 2015 | 1 | 1 | $188,843 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $188,843 | - | - |
| 2014 | 1 | 1 | $180,176 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $180,176 | - | - |
| 2013 | 1 | 1 | $172,090 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $172,090 | - | - |
| 2012 | 1 | 1 | $160,815 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $160,815 | - | - |
| 2011 | 1 | 1 | $156,561 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $156,561 | - | - |
| 2010 | 1 | 1 | $148,912 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $148,912 | - | - |
| 2009 | 1 | 1 | $141,599 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $141,599 | - | - |
| 2008 | 1 | 1 | $134,639 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | $134,639 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 1 | - | - | - |
| 2006 | 1 | 2 | $0 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 2 | - | - | - |
| 2005 | 1 | 2 | $3,192,635 | $38,313 | $19,157iApproximate average salary by contribution assumption: employee only about $478,913 at 4% or $319,275 at 6%; with 50% employer match about $319,275 at 4% or $212,850 at 6%; with 100% employer match about $239,456 at 4% or $159,638 at 6%. |
| Montgomery Shelton & Co Profit Sharing Plan | - | 2 | $3,192,635 | $38,313 | $19,157iApproximate average salary by contribution assumption: employee only about $478,913 at 4% or $319,275 at 6%; with 50% employer match about $319,275 at 4% or $212,850 at 6%; with 100% employer match about $239,456 at 4% or $159,638 at 6%. |
| 2004 | 1 | 2 | $3,010,422 | $17,067 | $8,534iApproximate average salary by contribution assumption: employee only about $213,338 at 4% or $142,225 at 6%; with 50% employer match about $142,225 at 4% or $94,817 at 6%; with 100% employer match about $106,669 at 4% or $71,113 at 6%. |
| Montgomery Shelton & Co Profit Sharing Plan | - | 2 | $3,010,422 | $17,067 | $8,534iApproximate average salary by contribution assumption: employee only about $213,338 at 4% or $142,225 at 6%; with 50% employer match about $142,225 at 4% or $94,817 at 6%; with 100% employer match about $106,669 at 4% or $71,113 at 6%. |
| 2003 | 2 | 2 | $2,661,418 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Montgomery Shelton & Co Profit Sharing Plan | - | 2 | $2,661,418 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| MONTGOMERY SHELTON & CO EMPLOYEES MONEY PURCHASE PLAN | - | 2 | - | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2002 | 2 | 2 | $2,008,944 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Montgomery Shelton & Co Profit Sharing Plan | - | 2 | $1,588,590 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| MONTGOMERY SHELTON & CO EMPLOYEES MONEY PURCHASE PLAN | - | 2 | $420,354 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| MONTGOMERY SHELTON & CO. EMPLOYEES MONEY PURCHASE PLAN | - | 2 | - | - | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Montgomery Shelton & Co Profit Sharing Plan | - | 3 | - | - | - |
| MONTGOMERY, SHELTON & CO. EMPLOYEES MONEY PURCHASE PLAN | - | 3 | - | - | - |