Civic Intelligence

Robert L. Montgomery, Jr.

Plan context: Robert L. Montgomery, Jr. 401K Plan

EIN 55-0898111 • 4 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$63,281

2008 Contributions

$24,828

Historical Graphs

Total Assets Over Time

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

$63,281$31,641$0200520062007YearValue
$63,281Latest year 2007

Participants Over Time

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

210200520062007YearValue
2Latest year 2007

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
200810$0$0-
Robert L. Montgomery, Jr. 401K Plan-0---
200712$63,281$24,828$12,414iApproximate average salary by contribution assumption: employee only about $310,350 at 4% or $206,900 at 6%; with 50% employer match about $206,900 at 4% or $137,933 at 6%; with 100% employer match about $155,175 at 4% or $103,450 at 6%.
Robert L. Montgomery, Jr. 401K Plan-2$63,281$24,828$12,414iApproximate average salary by contribution assumption: employee only about $310,350 at 4% or $206,900 at 6%; with 50% employer match about $206,900 at 4% or $137,933 at 6%; with 100% employer match about $155,175 at 4% or $103,450 at 6%.
200612$35,476$16,175$8,088iApproximate average salary by contribution assumption: employee only about $202,188 at 4% or $134,792 at 6%; with 50% employer match about $134,792 at 4% or $89,861 at 6%; with 100% employer match about $101,094 at 4% or $67,396 at 6%.
Robert L. Montgomery, Jr. 401K Plan-2$35,476$16,175$8,088iApproximate average salary by contribution assumption: employee only about $202,188 at 4% or $134,792 at 6%; with 50% employer match about $134,792 at 4% or $89,861 at 6%; with 100% employer match about $101,094 at 4% or $67,396 at 6%.
200512$17,270$17,385$8,693iApproximate average salary by contribution assumption: employee only about $217,313 at 4% or $144,875 at 6%; with 50% employer match about $144,875 at 4% or $96,583 at 6%; with 100% employer match about $108,656 at 4% or $72,438 at 6%.
Robert L. Montgomery, Jr. 401K Plan-2$17,270$17,385$8,693iApproximate average salary by contribution assumption: employee only about $217,313 at 4% or $144,875 at 6%; with 50% employer match about $144,875 at 4% or $96,583 at 6%; with 100% employer match about $108,656 at 4% or $72,438 at 6%.