Civic Intelligence

Wallace Montgomery & Associates

Plan context: Wallace Montgomery & Associates 401K Profit Sharing Plan

EIN 52-1051946 • 39 filings • 10 plans

Current Snapshot

Latest Year

2024

2024 Participants

231

2024 Assets

$44,809,226

2024 Contributions

$3,687,398

Historical Graphs

Total Assets Over Time

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

$44,809,226$22,404,613$0199920122024YearValue
$44,809,226Latest year 2024

Participants Over Time

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

2311160199920122024YearValue
231Latest 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
20242231$44,809,226$3,687,398$15,963iApproximate average salary by contribution assumption: employee only about $399,069 at 4% or $266,046 at 6%; with 50% employer match about $266,046 at 4% or $177,364 at 6%; with 100% employer match about $199,535 at 4% or $133,023 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-223$44,809,226$3,687,398$16,535iApproximate average salary by contribution assumption: employee only about $413,385 at 4% or $275,590 at 6%; with 50% employer match about $275,590 at 4% or $183,727 at 6%; with 100% employer match about $206,693 at 4% or $137,795 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-231---
20232203$37,766,307$4,153,261$20,459iApproximate average salary by contribution assumption: employee only about $511,485 at 4% or $340,990 at 6%; with 50% employer match about $340,990 at 4% or $227,327 at 6%; with 100% employer match about $255,743 at 4% or $170,495 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-203$37,766,307$2,930,559$14,436iApproximate average salary by contribution assumption: employee only about $360,906 at 4% or $240,604 at 6%; with 50% employer match about $240,604 at 4% or $160,403 at 6%; with 100% employer match about $180,453 at 4% or $120,302 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-192-$1,222,702$6,368iApproximate average salary by contribution assumption: employee only about $159,206 at 4% or $106,137 at 6%; with 50% employer match about $106,137 at 4% or $70,758 at 6%; with 100% employer match about $79,603 at 4% or $53,069 at 6%.
20223187$32,905,349$4,878,472$26,088iApproximate average salary by contribution assumption: employee only about $652,202 at 4% or $434,801 at 6%; with 50% employer match about $434,801 at 4% or $289,868 at 6%; with 100% employer match about $326,101 at 4% or $217,401 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-187$32,396,217$2,667,041$14,262iApproximate average salary by contribution assumption: employee only about $356,556 at 4% or $237,704 at 6%; with 50% employer match about $237,704 at 4% or $158,469 at 6%; with 100% employer match about $178,278 at 4% or $118,852 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-126$509,132$2,211,431$17,551iApproximate average salary by contribution assumption: employee only about $438,776 at 4% or $292,517 at 6%; with 50% employer match about $292,517 at 4% or $195,012 at 6%; with 100% employer match about $219,388 at 4% or $146,259 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-126---
20212218$38,434,519$4,360,180$20,001iApproximate average salary by contribution assumption: employee only about $500,021 at 4% or $333,347 at 6%; with 50% employer match about $333,347 at 4% or $222,231 at 6%; with 100% employer match about $250,010 at 4% or $166,674 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-186$38,405,244$2,709,701$14,568iApproximate average salary by contribution assumption: employee only about $364,207 at 4% or $242,805 at 6%; with 50% employer match about $242,805 at 4% or $161,870 at 6%; with 100% employer match about $182,104 at 4% or $121,402 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-218$29,275$1,650,479$7,571iApproximate average salary by contribution assumption: employee only about $189,275 at 4% or $126,183 at 6%; with 50% employer match about $126,183 at 4% or $84,122 at 6%; with 100% employer match about $94,638 at 4% or $63,092 at 6%.
20202218$33,857,419$4,934,914$22,637iApproximate average salary by contribution assumption: employee only about $565,931 at 4% or $377,287 at 6%; with 50% employer match about $377,287 at 4% or $251,525 at 6%; with 100% employer match about $282,965 at 4% or $188,644 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-218$33,789,922$3,047,487$13,979iApproximate average salary by contribution assumption: employee only about $349,482 at 4% or $232,988 at 6%; with 50% employer match about $232,988 at 4% or $155,326 at 6%; with 100% employer match about $174,741 at 4% or $116,494 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-216$67,497$1,887,427$8,738iApproximate average salary by contribution assumption: employee only about $218,452 at 4% or $145,635 at 6%; with 50% employer match about $145,635 at 4% or $97,090 at 6%; with 100% employer match about $109,226 at 4% or $72,817 at 6%.
20192225$30,673,228$2,844,175$12,641iApproximate average salary by contribution assumption: employee only about $316,019 at 4% or $210,680 at 6%; with 50% employer match about $210,680 at 4% or $140,453 at 6%; with 100% employer match about $158,010 at 4% or $105,340 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-225$30,673,228$2,844,175$12,641iApproximate average salary by contribution assumption: employee only about $316,019 at 4% or $210,680 at 6%; with 50% employer match about $210,680 at 4% or $140,453 at 6%; with 100% employer match about $158,010 at 4% or $105,340 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-223---
20182231$24,388,065$2,311,411$10,006iApproximate average salary by contribution assumption: employee only about $250,153 at 4% or $166,768 at 6%; with 50% employer match about $166,768 at 4% or $111,179 at 6%; with 100% employer match about $125,076 at 4% or $83,384 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-225$24,388,065$2,311,411$10,273iApproximate average salary by contribution assumption: employee only about $256,823 at 4% or $171,216 at 6%; with 50% employer match about $171,216 at 4% or $114,144 at 6%; with 100% employer match about $128,412 at 4% or $85,608 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-231---
20172218$24,815,822$2,900,171$13,304iApproximate average salary by contribution assumption: employee only about $332,588 at 4% or $221,726 at 6%; with 50% employer match about $221,726 at 4% or $147,817 at 6%; with 100% employer match about $166,294 at 4% or $110,863 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-216$24,815,822$2,900,171$13,427iApproximate average salary by contribution assumption: employee only about $335,668 at 4% or $223,779 at 6%; with 50% employer match about $223,779 at 4% or $149,186 at 6%; with 100% employer match about $167,834 at 4% or $111,889 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-218---
20162208$19,360,959$2,454,453$11,800iApproximate average salary by contribution assumption: employee only about $295,006 at 4% or $196,671 at 6%; with 50% employer match about $196,671 at 4% or $131,114 at 6%; with 100% employer match about $147,503 at 4% or $98,335 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-208$19,360,959$2,454,453$11,800iApproximate average salary by contribution assumption: employee only about $295,006 at 4% or $196,671 at 6%; with 50% employer match about $196,671 at 4% or $131,114 at 6%; with 100% employer match about $147,503 at 4% or $98,335 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-207---
20152175$18,479,846$2,259,703$12,913iApproximate average salary by contribution assumption: employee only about $322,815 at 4% or $215,210 at 6%; with 50% employer match about $215,210 at 4% or $143,473 at 6%; with 100% employer match about $161,407 at 4% or $107,605 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-175$18,479,846$2,259,703$12,913iApproximate average salary by contribution assumption: employee only about $322,815 at 4% or $215,210 at 6%; with 50% employer match about $215,210 at 4% or $143,473 at 6%; with 100% employer match about $161,407 at 4% or $107,605 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-173---
20142152$17,573,196$1,608,092$10,580iApproximate average salary by contribution assumption: employee only about $264,489 at 4% or $176,326 at 6%; with 50% employer match about $176,326 at 4% or $117,551 at 6%; with 100% employer match about $132,244 at 4% or $88,163 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-152$17,573,196$1,608,092$10,580iApproximate average salary by contribution assumption: employee only about $264,489 at 4% or $176,326 at 6%; with 50% employer match about $176,326 at 4% or $117,551 at 6%; with 100% employer match about $132,244 at 4% or $88,163 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-148---
20132135$16,163,963$1,557,500$11,537iApproximate average salary by contribution assumption: employee only about $288,426 at 4% or $192,284 at 6%; with 50% employer match about $192,284 at 4% or $128,189 at 6%; with 100% employer match about $144,213 at 4% or $96,142 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-135$16,163,963$1,557,500$11,537iApproximate average salary by contribution assumption: employee only about $288,426 at 4% or $192,284 at 6%; with 50% employer match about $192,284 at 4% or $128,189 at 6%; with 100% employer match about $144,213 at 4% or $96,142 at 6%.
Wallace Montgomery & Associates LLP Employee Benefits Plan-129---
20121120$14,135,280$1,691,346$14,095iApproximate average salary by contribution assumption: employee only about $352,364 at 4% or $234,909 at 6%; with 50% employer match about $234,909 at 4% or $156,606 at 6%; with 100% employer match about $176,182 at 4% or $117,455 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-120$14,135,280$1,691,346$14,095iApproximate average salary by contribution assumption: employee only about $352,364 at 4% or $234,909 at 6%; with 50% employer match about $234,909 at 4% or $156,606 at 6%; with 100% employer match about $176,182 at 4% or $117,455 at 6%.
2011197$11,205,565$816,019$8,413iApproximate average salary by contribution assumption: employee only about $210,314 at 4% or $140,209 at 6%; with 50% employer match about $140,209 at 4% or $93,473 at 6%; with 100% employer match about $105,157 at 4% or $70,105 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-97$11,205,565$816,019$8,413iApproximate average salary by contribution assumption: employee only about $210,314 at 4% or $140,209 at 6%; with 50% employer match about $140,209 at 4% or $93,473 at 6%; with 100% employer match about $105,157 at 4% or $70,105 at 6%.
2010184$11,569,081$1,171,029$13,941iApproximate average salary by contribution assumption: employee only about $348,521 at 4% or $232,347 at 6%; with 50% employer match about $232,347 at 4% or $154,898 at 6%; with 100% employer match about $174,260 at 4% or $116,174 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-84$11,569,081$1,171,029$13,941iApproximate average salary by contribution assumption: employee only about $348,521 at 4% or $232,347 at 6%; with 50% employer match about $232,347 at 4% or $154,898 at 6%; with 100% employer match about $174,260 at 4% or $116,174 at 6%.
20091105$9,273,743$1,013,100$9,649iApproximate average salary by contribution assumption: employee only about $241,214 at 4% or $160,810 at 6%; with 50% employer match about $160,810 at 4% or $107,206 at 6%; with 100% employer match about $120,607 at 4% or $80,405 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-105$9,273,743$1,013,100$9,649iApproximate average salary by contribution assumption: employee only about $241,214 at 4% or $160,810 at 6%; with 50% employer match about $160,810 at 4% or $107,206 at 6%; with 100% employer match about $120,607 at 4% or $80,405 at 6%.
20081102$6,151,346$943,008$9,245iApproximate average salary by contribution assumption: employee only about $231,129 at 4% or $154,086 at 6%; with 50% employer match about $154,086 at 4% or $102,724 at 6%; with 100% employer match about $115,565 at 4% or $77,043 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-102$6,151,346$943,008$9,245iApproximate average salary by contribution assumption: employee only about $231,129 at 4% or $154,086 at 6%; with 50% employer match about $154,086 at 4% or $102,724 at 6%; with 100% employer match about $115,565 at 4% or $77,043 at 6%.
2007185$9,121,300$867,720$10,208iApproximate average salary by contribution assumption: employee only about $255,212 at 4% or $170,141 at 6%; with 50% employer match about $170,141 at 4% or $113,427 at 6%; with 100% employer match about $127,606 at 4% or $85,071 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-85$9,121,300$867,720$10,208iApproximate average salary by contribution assumption: employee only about $255,212 at 4% or $170,141 at 6%; with 50% employer match about $170,141 at 4% or $113,427 at 6%; with 100% employer match about $127,606 at 4% or $85,071 at 6%.
2006184$7,938,347$920,027$10,953iApproximate average salary by contribution assumption: employee only about $273,818 at 4% or $182,545 at 6%; with 50% employer match about $182,545 at 4% or $121,697 at 6%; with 100% employer match about $136,909 at 4% or $91,273 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-84$7,938,347$920,027$10,953iApproximate average salary by contribution assumption: employee only about $273,818 at 4% or $182,545 at 6%; with 50% employer match about $182,545 at 4% or $121,697 at 6%; with 100% employer match about $136,909 at 4% or $91,273 at 6%.
2005180$6,665,467$638,690$7,984iApproximate average salary by contribution assumption: employee only about $199,591 at 4% or $133,060 at 6%; with 50% employer match about $133,060 at 4% or $88,707 at 6%; with 100% employer match about $99,795 at 4% or $66,530 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-80$6,665,467$638,690$7,984iApproximate average salary by contribution assumption: employee only about $199,591 at 4% or $133,060 at 6%; with 50% employer match about $133,060 at 4% or $88,707 at 6%; with 100% employer match about $99,795 at 4% or $66,530 at 6%.
2004177$6,376,557$986,796$12,816iApproximate average salary by contribution assumption: employee only about $320,388 at 4% or $213,592 at 6%; with 50% employer match about $213,592 at 4% or $142,395 at 6%; with 100% employer match about $160,194 at 4% or $106,796 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-77$6,376,557$986,796$12,816iApproximate average salary by contribution assumption: employee only about $320,388 at 4% or $213,592 at 6%; with 50% employer match about $213,592 at 4% or $142,395 at 6%; with 100% employer match about $160,194 at 4% or $106,796 at 6%.
2003186$5,037,380$807,984$9,395iApproximate average salary by contribution assumption: employee only about $234,879 at 4% or $156,586 at 6%; with 50% employer match about $156,586 at 4% or $104,391 at 6%; with 100% employer match about $117,440 at 4% or $78,293 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-86$5,037,380$807,984$9,395iApproximate average salary by contribution assumption: employee only about $234,879 at 4% or $156,586 at 6%; with 50% employer match about $156,586 at 4% or $104,391 at 6%; with 100% employer match about $117,440 at 4% or $78,293 at 6%.
2002186$3,714,246$665,568$7,739iApproximate average salary by contribution assumption: employee only about $193,479 at 4% or $128,986 at 6%; with 50% employer match about $128,986 at 4% or $85,991 at 6%; with 100% employer match about $96,740 at 4% or $64,493 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-86$3,714,246$665,568$7,739iApproximate average salary by contribution assumption: employee only about $193,479 at 4% or $128,986 at 6%; with 50% employer match about $128,986 at 4% or $85,991 at 6%; with 100% employer match about $96,740 at 4% or $64,493 at 6%.
2001173$0$0-
Wallace Montgomery & Associates 401K Profit Sharing Plan-73---
2000167$3,391,364$562,051$8,389iApproximate average salary by contribution assumption: employee only about $209,721 at 4% or $139,814 at 6%; with 50% employer match about $139,814 at 4% or $93,209 at 6%; with 100% employer match about $104,860 at 4% or $69,907 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-67$3,391,364$562,051$8,389iApproximate average salary by contribution assumption: employee only about $209,721 at 4% or $139,814 at 6%; with 50% employer match about $139,814 at 4% or $93,209 at 6%; with 100% employer match about $104,860 at 4% or $69,907 at 6%.
1999131$3,073,911$246,314$7,946iApproximate average salary by contribution assumption: employee only about $198,640 at 4% or $132,427 at 6%; with 50% employer match about $132,427 at 4% or $88,285 at 6%; with 100% employer match about $99,320 at 4% or $66,213 at 6%.
Wallace Montgomery & Associates 401K Profit Sharing Plan-31$3,073,911$246,314$7,946iApproximate average salary by contribution assumption: employee only about $198,640 at 4% or $132,427 at 6%; with 50% employer match about $132,427 at 4% or $88,285 at 6%; with 100% employer match about $99,320 at 4% or $66,213 at 6%.