Civic Intelligence

Alan B. Montgomery Orthodontics, Lt

Plan context: Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust

EIN 41-1826139 • Shoreview, MN • 35 filings • 3 plans

4535 Hodgson RoadShoreview, MN 55126
Current Snapshot

Latest Year

2019

2019 Participants

13

2019 Assets

$4,024,148

2019 Contributions

$118,758

Historical Graphs

Total Assets Over Time

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

$4,171,473$2,085,737$0199920092018YearValue
$4,024,148Latest year 2018

Participants Over Time

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

1790199920092018YearValue
13Latest year 2018

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
201910$0$0-
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-0$0--
2018113$4,024,148$118,758$9,135iApproximate average salary by contribution assumption: employee only about $228,381 at 4% or $152,254 at 6%; with 50% employer match about $152,254 at 4% or $101,503 at 6%; with 100% employer match about $114,190 at 4% or $76,127 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-13$4,024,148$118,758$9,135iApproximate average salary by contribution assumption: employee only about $228,381 at 4% or $152,254 at 6%; with 50% employer match about $152,254 at 4% or $101,503 at 6%; with 100% employer match about $114,190 at 4% or $76,127 at 6%.
2017112$4,040,954$117,847$9,821iApproximate average salary by contribution assumption: employee only about $245,515 at 4% or $163,676 at 6%; with 50% employer match about $163,676 at 4% or $109,118 at 6%; with 100% employer match about $122,757 at 4% or $81,838 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-12$4,040,954$117,847$9,821iApproximate average salary by contribution assumption: employee only about $245,515 at 4% or $163,676 at 6%; with 50% employer match about $163,676 at 4% or $109,118 at 6%; with 100% employer match about $122,757 at 4% or $81,838 at 6%.
2016111$4,073,714$116,271$10,570iApproximate average salary by contribution assumption: employee only about $264,252 at 4% or $176,168 at 6%; with 50% employer match about $176,168 at 4% or $117,445 at 6%; with 100% employer match about $132,126 at 4% or $88,084 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-11$4,073,714$116,271$10,570iApproximate average salary by contribution assumption: employee only about $264,252 at 4% or $176,168 at 6%; with 50% employer match about $176,168 at 4% or $117,445 at 6%; with 100% employer match about $132,126 at 4% or $88,084 at 6%.
2015110$3,915,097$103,068$10,307iApproximate average salary by contribution assumption: employee only about $257,670 at 4% or $171,780 at 6%; with 50% employer match about $171,780 at 4% or $114,520 at 6%; with 100% employer match about $128,835 at 4% or $85,890 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-10$3,915,097$103,068$10,307iApproximate average salary by contribution assumption: employee only about $257,670 at 4% or $171,780 at 6%; with 50% employer match about $171,780 at 4% or $114,520 at 6%; with 100% employer match about $128,835 at 4% or $85,890 at 6%.
2014112$4,146,506$1,901,458$158,455iApproximate average salary by contribution assumption: employee only about $3,961,371 at 4% or $2,640,914 at 6%; with 50% employer match about $2,640,914 at 4% or $1,760,609 at 6%; with 100% employer match about $1,980,685 at 4% or $1,320,457 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-12$4,146,506$1,901,458$158,455iApproximate average salary by contribution assumption: employee only about $3,961,371 at 4% or $2,640,914 at 6%; with 50% employer match about $2,640,914 at 4% or $1,760,609 at 6%; with 100% employer match about $1,980,685 at 4% or $1,320,457 at 6%.
2013213$2,583,791$120,946$9,304iApproximate average salary by contribution assumption: employee only about $232,588 at 4% or $155,059 at 6%; with 50% employer match about $155,059 at 4% or $103,373 at 6%; with 100% employer match about $116,294 at 4% or $77,529 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-13$2,583,791$120,946$9,304iApproximate average salary by contribution assumption: employee only about $232,588 at 4% or $155,059 at 6%; with 50% employer match about $155,059 at 4% or $103,373 at 6%; with 100% employer match about $116,294 at 4% or $77,529 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-0$0$0-
2012216$4,171,473$222,173$13,886iApproximate average salary by contribution assumption: employee only about $347,145 at 4% or $231,430 at 6%; with 50% employer match about $231,430 at 4% or $154,287 at 6%; with 100% employer match about $173,573 at 4% or $115,715 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-16$2,221,245$122,173$7,636iApproximate average salary by contribution assumption: employee only about $190,895 at 4% or $127,264 at 6%; with 50% employer match about $127,264 at 4% or $84,842 at 6%; with 100% employer match about $95,448 at 4% or $63,632 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-16$1,950,228$100,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
2011216$3,730,224$324,474$20,280iApproximate average salary by contribution assumption: employee only about $506,991 at 4% or $337,994 at 6%; with 50% employer match about $337,994 at 4% or $225,329 at 6%; with 100% employer match about $253,495 at 4% or $168,997 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-16$1,978,808$104,474$6,530iApproximate average salary by contribution assumption: employee only about $163,241 at 4% or $108,827 at 6%; with 50% employer match about $108,827 at 4% or $72,551 at 6%; with 100% employer match about $81,620 at 4% or $54,414 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-16$1,751,416$220,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
2010216$3,415,381$315,108$19,694iApproximate average salary by contribution assumption: employee only about $492,356 at 4% or $328,238 at 6%; with 50% employer match about $328,238 at 4% or $218,825 at 6%; with 100% employer match about $246,178 at 4% or $164,119 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-16$1,894,471$141,267$8,829iApproximate average salary by contribution assumption: employee only about $220,730 at 4% or $147,153 at 6%; with 50% employer match about $147,153 at 4% or $98,102 at 6%; with 100% employer match about $110,365 at 4% or $73,577 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-16$1,520,910$173,841$10,865iApproximate average salary by contribution assumption: employee only about $271,627 at 4% or $181,084 at 6%; with 50% employer match about $181,084 at 4% or $120,723 at 6%; with 100% employer match about $135,813 at 4% or $90,542 at 6%.
2009217$3,917,246$347,387$20,435iApproximate average salary by contribution assumption: employee only about $510,863 at 4% or $340,575 at 6%; with 50% employer match about $340,575 at 4% or $227,050 at 6%; with 100% employer match about $255,432 at 4% or $170,288 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-17$2,645,914$147,387$8,670iApproximate average salary by contribution assumption: employee only about $216,746 at 4% or $144,497 at 6%; with 50% employer match about $144,497 at 4% or $96,331 at 6%; with 100% employer match about $108,373 at 4% or $72,249 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-17$1,271,332$200,000$11,765iApproximate average salary by contribution assumption: employee only about $294,118 at 4% or $196,078 at 6%; with 50% employer match about $196,078 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,039 at 6%.
2008216$3,263,472$349,989$21,874iApproximate average salary by contribution assumption: employee only about $546,858 at 4% or $364,572 at 6%; with 50% employer match about $364,572 at 4% or $243,048 at 6%; with 100% employer match about $273,429 at 4% or $182,286 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-16$2,273,362$152,989$9,562iApproximate average salary by contribution assumption: employee only about $239,045 at 4% or $159,364 at 6%; with 50% employer match about $159,364 at 4% or $106,242 at 6%; with 100% employer match about $119,523 at 4% or $79,682 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-16$990,110$197,000$12,313iApproximate average salary by contribution assumption: employee only about $307,813 at 4% or $205,208 at 6%; with 50% employer match about $205,208 at 4% or $136,806 at 6%; with 100% employer match about $153,906 at 4% or $102,604 at 6%.
2007216$3,755,555$338,064$21,129iApproximate average salary by contribution assumption: employee only about $528,225 at 4% or $352,150 at 6%; with 50% employer match about $352,150 at 4% or $234,767 at 6%; with 100% employer match about $264,113 at 4% or $176,075 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-16$2,734,489$162,569$10,161iApproximate average salary by contribution assumption: employee only about $254,014 at 4% or $169,343 at 6%; with 50% employer match about $169,343 at 4% or $112,895 at 6%; with 100% employer match about $127,007 at 4% or $84,671 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-16$1,021,066$175,495$10,968iApproximate average salary by contribution assumption: employee only about $274,211 at 4% or $182,807 at 6%; with 50% employer match about $182,807 at 4% or $121,872 at 6%; with 100% employer match about $137,105 at 4% or $91,404 at 6%.
2006216$2,986,689$238,174$14,886iApproximate average salary by contribution assumption: employee only about $372,147 at 4% or $248,098 at 6%; with 50% employer match about $248,098 at 4% or $165,399 at 6%; with 100% employer match about $186,073 at 4% or $124,049 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-16$2,155,114$139,087$8,693iApproximate average salary by contribution assumption: employee only about $217,323 at 4% or $144,882 at 6%; with 50% employer match about $144,882 at 4% or $96,588 at 6%; with 100% employer match about $108,662 at 4% or $72,441 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-16$831,575$99,087$6,193iApproximate average salary by contribution assumption: employee only about $154,823 at 4% or $103,216 at 6%; with 50% employer match about $103,216 at 4% or $68,810 at 6%; with 100% employer match about $77,412 at 4% or $51,608 at 6%.
2005214$2,488,721$226,405$16,172iApproximate average salary by contribution assumption: employee only about $404,295 at 4% or $269,530 at 6%; with 50% employer match about $269,530 at 4% or $179,687 at 6%; with 100% employer match about $202,147 at 4% or $134,765 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-14$1,829,725$121,591$8,685iApproximate average salary by contribution assumption: employee only about $217,127 at 4% or $144,751 at 6%; with 50% employer match about $144,751 at 4% or $96,501 at 6%; with 100% employer match about $108,563 at 4% or $72,376 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-14$658,996$104,814$7,487iApproximate average salary by contribution assumption: employee only about $187,168 at 4% or $124,779 at 6%; with 50% employer match about $124,779 at 4% or $83,186 at 6%; with 100% employer match about $93,584 at 4% or $62,389 at 6%.
2004214$2,127,512$227,420$16,244iApproximate average salary by contribution assumption: employee only about $406,107 at 4% or $270,738 at 6%; with 50% employer match about $270,738 at 4% or $180,492 at 6%; with 100% employer match about $203,054 at 4% or $135,369 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-14$1,605,757$122,211$8,729iApproximate average salary by contribution assumption: employee only about $218,234 at 4% or $145,489 at 6%; with 50% employer match about $145,489 at 4% or $96,993 at 6%; with 100% employer match about $109,117 at 4% or $72,745 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-14$521,755$105,209$7,515iApproximate average salary by contribution assumption: employee only about $187,873 at 4% or $125,249 at 6%; with 50% employer match about $125,249 at 4% or $83,499 at 6%; with 100% employer match about $93,937 at 4% or $62,624 at 6%.
2003215$1,596,112$168,261$11,217iApproximate average salary by contribution assumption: employee only about $280,435 at 4% or $186,957 at 6%; with 50% employer match about $186,957 at 4% or $124,638 at 6%; with 100% employer match about $140,218 at 4% or $93,478 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-15$1,246,089$102,955$6,864iApproximate average salary by contribution assumption: employee only about $171,592 at 4% or $114,394 at 6%; with 50% employer match about $114,394 at 4% or $76,263 at 6%; with 100% employer match about $85,796 at 4% or $57,197 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-15$350,023$65,306$4,354iApproximate average salary by contribution assumption: employee only about $108,843 at 4% or $72,562 at 6%; with 50% employer match about $72,562 at 4% or $48,375 at 6%; with 100% employer match about $54,422 at 4% or $36,281 at 6%.
2002211$1,103,282$157,520$14,320iApproximate average salary by contribution assumption: employee only about $358,000 at 4% or $238,667 at 6%; with 50% employer match about $238,667 at 4% or $159,111 at 6%; with 100% employer match about $179,000 at 4% or $119,333 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-11$901,259$81,853$7,441iApproximate average salary by contribution assumption: employee only about $186,030 at 4% or $124,020 at 6%; with 50% employer match about $124,020 at 4% or $82,680 at 6%; with 100% employer match about $93,015 at 4% or $62,010 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-11$202,023$75,667$6,879iApproximate average salary by contribution assumption: employee only about $171,970 at 4% or $114,647 at 6%; with 50% employer match about $114,647 at 4% or $76,431 at 6%; with 100% employer match about $85,985 at 4% or $57,323 at 6%.
2001211$920,136$55,619$5,056iApproximate average salary by contribution assumption: employee only about $126,407 at 4% or $84,271 at 6%; with 50% employer match about $84,271 at 4% or $56,181 at 6%; with 100% employer match about $63,203 at 4% or $42,136 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-11$920,136$55,619$5,056iApproximate average salary by contribution assumption: employee only about $126,407 at 4% or $84,271 at 6%; with 50% employer match about $84,271 at 4% or $56,181 at 6%; with 100% employer match about $63,203 at 4% or $42,136 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-11---
2000211$873,165$112,262$10,206iApproximate average salary by contribution assumption: employee only about $255,141 at 4% or $170,094 at 6%; with 50% employer match about $170,094 at 4% or $113,396 at 6%; with 100% employer match about $127,570 at 4% or $85,047 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-11$813,967$53,064$4,824iApproximate average salary by contribution assumption: employee only about $120,600 at 4% or $80,400 at 6%; with 50% employer match about $80,400 at 4% or $53,600 at 6%; with 100% employer match about $60,300 at 4% or $40,200 at 6%.
Alan B. Montgomery Orthodontics Ltd. Defined Benefit Pension Plan & Trust-11$59,198$59,198$5,382iApproximate average salary by contribution assumption: employee only about $134,541 at 4% or $89,694 at 6%; with 50% employer match about $89,694 at 4% or $59,796 at 6%; with 100% employer match about $67,270 at 4% or $44,847 at 6%.
199919$686,653$48,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
Alan B. Montgomery Orthodontics Ltd. Profit Sharing Plan & Trust-9$686,653$48,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.