Civic Intelligence

Worksource Montgomery Inc.

Plan context: WORKSOURCE MONTGOMERY, INC. 403(B) PLAN

EIN 46-2725986 • Rockville, MD • 6 filings • 4 plans

1801 Rockville Pike, Suite 320Rockville, MD 20852
Current Snapshot

Latest Year

2024

2024 Participants

124

2024 Assets

$1,032,462

2024 Contributions

$696,484

Historical Graphs

Total Assets Over Time

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

$1,032,462$516,231$0202220232024YearValue
$1,032,462Latest year 2024

Participants Over Time

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

124620202220232024YearValue
124Latest year 2024

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
20244124$1,032,462$696,484$5,617iApproximate average salary by contribution assumption: employee only about $140,420 at 4% or $93,613 at 6%; with 50% employer match about $93,613 at 4% or $62,409 at 6%; with 100% employer match about $70,210 at 4% or $46,807 at 6%.
WORKSOURCE MONTGOMERY, INC. 403(B) PLAN-124$1,032,462$696,484$5,617iApproximate average salary by contribution assumption: employee only about $140,420 at 4% or $93,613 at 6%; with 50% employer match about $93,613 at 4% or $62,409 at 6%; with 100% employer match about $70,210 at 4% or $46,807 at 6%.
Worksource Montgomery Inc. Life Insurance Plan-118---
Worksource Montgomery Inc. Long Term Disability Plan-113---
Worksource Montgomery Inc. Short Term Disability Plan-115---
20231103$395,360$279,769$2,716iApproximate average salary by contribution assumption: employee only about $67,905 at 4% or $45,270 at 6%; with 50% employer match about $45,270 at 4% or $30,180 at 6%; with 100% employer match about $33,953 at 4% or $22,635 at 6%.
WORKSOURCE MONTGOMERY, INC. 403(B) PLAN-103$395,360$279,769$2,716iApproximate average salary by contribution assumption: employee only about $67,905 at 4% or $45,270 at 6%; with 50% employer match about $45,270 at 4% or $30,180 at 6%; with 100% employer match about $33,953 at 4% or $22,635 at 6%.
2022143$107,585$112,649$2,620iApproximate average salary by contribution assumption: employee only about $65,494 at 4% or $43,662 at 6%; with 50% employer match about $43,662 at 4% or $29,108 at 6%; with 100% employer match about $32,747 at 4% or $21,831 at 6%.
WORKSOURCE MONTGOMERY, INC. 403(B) PLAN-43$107,585$112,649$2,620iApproximate average salary by contribution assumption: employee only about $65,494 at 4% or $43,662 at 6%; with 50% employer match about $43,662 at 4% or $29,108 at 6%; with 100% employer match about $32,747 at 4% or $21,831 at 6%.