Civic Intelligence

William R. Montgomery & Associates

Plan context: William R. Montgomery & Associates Inc. 401K Profit Sharing Plan

EIN 43-1020000 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

4

2005 Assets

$446,240

2005 Contributions

$28,344

Historical Graphs

Total Assets Over Time

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

$452,282$226,141$0199920032004YearValue
$446,240Latest year 2004

Participants Over Time

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

420199920022004YearValue
4Latest year 2004

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
200510$0$0-
William R. Montgomery & Associates Inc. 401K Profit Sharing Plan-0---
200414$446,240$0-
William R. Montgomery & Associates Inc. 401K Profit Sharing Plan-4$446,240--
200314$399,121$0-
William R. Montgomery & Associates Inc. 401K Profit Sharing Plan-4$399,121--
200214$0$0-
William R. Montgomery & Associates Inc. 401K Profit Sharing Plan-4---
200114$0$0-
William R. Montgomery & Associates Inc. 401K Profit Sharing Plan-4---
200014$0$0-
William R. Montgomery & Associates Inc. 401K Profit Sharing Plan-4---
199914$452,282$28,344$7,086iApproximate average salary by contribution assumption: employee only about $177,150 at 4% or $118,100 at 6%; with 50% employer match about $118,100 at 4% or $78,733 at 6%; with 100% employer match about $88,575 at 4% or $59,050 at 6%.
William R. Montgomery & Associates Inc. 401K Profit Sharing Plan-4$452,282$28,344$7,086iApproximate average salary by contribution assumption: employee only about $177,150 at 4% or $118,100 at 6%; with 50% employer match about $118,100 at 4% or $78,733 at 6%; with 100% employer match about $88,575 at 4% or $59,050 at 6%.