Civic Intelligence

Kurtis Montgomery Corp

Plan context: Kurtis Montgomery Corp. Pension Transfer Trust Plan

EIN 45-2820364 • 5 filings • 2 plans

Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$200,092

2016 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$200,092$100,046$0201220142015YearValue
$200,092Latest year 2015

Participants Over Time

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

110201220132014YearValue
1Latest year 2014

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
201610$0$0-
Kurtis Montgomery Corp. Pension Transfer Trust Plan-0---
201510$200,092$0-
Kurtis Montgomery Corp. Pension Transfer Trust Plan-0$200,092--
201411$200,000$0-
Kurtis Montgomery Corp. Pension Transfer Trust Plan-1$200,000--
201311$80,000$0-
Kurtis Montgomery Corp. Pension Transfer Trust Plan-1$80,000--
201211$192,100$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Kurtis Montgomery Corp. Pension Transfer Trust Plan-1$192,100$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.