Montgomerys
Plan context: Montgomery'S 401(K) Plan
EIN 46-0399263 • Sioux Falls, SD • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
110
2024 Assets
$4,816,096
2024 Contributions
$490,627
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 110 | $4,816,096 | $490,627 | $4,460iApproximate average salary by contribution assumption: employee only about $111,506 at 4% or $74,337 at 6%; with 50% employer match about $74,337 at 4% or $49,558 at 6%; with 100% employer match about $55,753 at 4% or $37,169 at 6%. |
| Montgomery'S 401(K) Plan | - | 110 | $4,816,096 | $490,627 | $4,460iApproximate average salary by contribution assumption: employee only about $111,506 at 4% or $74,337 at 6%; with 50% employer match about $74,337 at 4% or $49,558 at 6%; with 100% employer match about $55,753 at 4% or $37,169 at 6%. |
| Principal Life Insurnace Plan | - | 107 | - | - | - |
| 2023 | 2 | 115 | $4,221,886 | $402,305 | $3,498iApproximate average salary by contribution assumption: employee only about $87,458 at 4% or $58,305 at 6%; with 50% employer match about $58,305 at 4% or $38,870 at 6%; with 100% employer match about $43,729 at 4% or $29,153 at 6%. |
| Montgomery'S 401(K) Plan | - | 104 | $4,221,886 | $402,305 | $3,868iApproximate average salary by contribution assumption: employee only about $96,708 at 4% or $64,472 at 6%; with 50% employer match about $64,472 at 4% or $42,981 at 6%; with 100% employer match about $48,354 at 4% or $32,236 at 6%. |
| Principal Life Insurnace Plan | - | 115 | - | - | - |
| 2022 | 1 | 117 | $3,550,632 | $593,116 | $5,069iApproximate average salary by contribution assumption: employee only about $126,734 at 4% or $84,489 at 6%; with 50% employer match about $84,489 at 4% or $56,326 at 6%; with 100% employer match about $63,367 at 4% or $42,245 at 6%. |
| Montgomery'S 401(K) Plan | - | 117 | $3,550,632 | $593,116 | $5,069iApproximate average salary by contribution assumption: employee only about $126,734 at 4% or $84,489 at 6%; with 50% employer match about $84,489 at 4% or $56,326 at 6%; with 100% employer match about $63,367 at 4% or $42,245 at 6%. |
| 2021 | 1 | 103 | $4,087,529 | $497,229 | $4,827iApproximate average salary by contribution assumption: employee only about $120,687 at 4% or $80,458 at 6%; with 50% employer match about $80,458 at 4% or $53,639 at 6%; with 100% employer match about $60,343 at 4% or $40,229 at 6%. |
| Montgomery'S 401(K) Plan | - | 103 | $4,087,529 | $497,229 | $4,827iApproximate average salary by contribution assumption: employee only about $120,687 at 4% or $80,458 at 6%; with 50% employer match about $80,458 at 4% or $53,639 at 6%; with 100% employer match about $60,343 at 4% or $40,229 at 6%. |
| 2020 | 1 | 73 | $3,464,264 | $245,790 | $3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,116 at 6%; with 50% employer match about $56,116 at 4% or $37,411 at 6%; with 100% employer match about $42,087 at 4% or $28,058 at 6%. |
| Montgomery'S 401(K) Plan | - | 73 | $3,464,264 | $245,790 | $3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,116 at 6%; with 50% employer match about $56,116 at 4% or $37,411 at 6%; with 100% employer match about $42,087 at 4% or $28,058 at 6%. |
| 2019 | 1 | 75 | $2,745,860 | $240,709 | $3,209iApproximate average salary by contribution assumption: employee only about $80,236 at 4% or $53,491 at 6%; with 50% employer match about $53,491 at 4% or $35,661 at 6%; with 100% employer match about $40,118 at 4% or $26,745 at 6%. |
| Montgomery'S 401(K) Plan | - | 75 | $2,745,860 | $240,709 | $3,209iApproximate average salary by contribution assumption: employee only about $80,236 at 4% or $53,491 at 6%; with 50% employer match about $53,491 at 4% or $35,661 at 6%; with 100% employer match about $40,118 at 4% or $26,745 at 6%. |
| 2018 | 1 | 72 | $2,178,961 | $442,196 | $6,142iApproximate average salary by contribution assumption: employee only about $153,540 at 4% or $102,360 at 6%; with 50% employer match about $102,360 at 4% or $68,240 at 6%; with 100% employer match about $76,770 at 4% or $51,180 at 6%. |
| Montgomery'S 401(K) Plan | - | 72 | $2,178,961 | $442,196 | $6,142iApproximate average salary by contribution assumption: employee only about $153,540 at 4% or $102,360 at 6%; with 50% employer match about $102,360 at 4% or $68,240 at 6%; with 100% employer match about $76,770 at 4% or $51,180 at 6%. |
| 2017 | 1 | 65 | $2,296,968 | $2,072,455 | $31,884iApproximate average salary by contribution assumption: employee only about $797,098 at 4% or $531,399 at 6%; with 50% employer match about $531,399 at 4% or $354,266 at 6%; with 100% employer match about $398,549 at 4% or $265,699 at 6%. |
| Montgomery'S 401(K) Plan | - | 65 | $2,296,968 | $2,072,455 | $31,884iApproximate average salary by contribution assumption: employee only about $797,098 at 4% or $531,399 at 6%; with 50% employer match about $531,399 at 4% or $354,266 at 6%; with 100% employer match about $398,549 at 4% or $265,699 at 6%. |