Montgomery Vascular Surgery
Plan context: Montgomery Vascular Surgery 401(K) Plan
EIN 63-1046994 • Montgomery, AL • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$5,984,624
2024 Contributions
$699,002
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 | 32 | $5,984,624 | $699,002 | $21,844iApproximate average salary by contribution assumption: employee only about $546,095 at 4% or $364,064 at 6%; with 50% employer match about $364,064 at 4% or $242,709 at 6%; with 100% employer match about $273,048 at 4% or $182,032 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 32 | $3,725,011 | $279,002 | $8,719iApproximate average salary by contribution assumption: employee only about $217,970 at 4% or $145,314 at 6%; with 50% employer match about $145,314 at 4% or $96,876 at 6%; with 100% employer match about $108,985 at 4% or $72,657 at 6%. |
| MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | - | 29 | $2,259,613 | $420,000 | $14,483iApproximate average salary by contribution assumption: employee only about $362,069 at 4% or $241,379 at 6%; with 50% employer match about $241,379 at 4% or $160,920 at 6%; with 100% employer match about $181,034 at 4% or $120,690 at 6%. |
| 2023 | 2 | 29 | $4,849,211 | $683,726 | $23,577iApproximate average salary by contribution assumption: employee only about $589,419 at 4% or $392,946 at 6%; with 50% employer match about $392,946 at 4% or $261,964 at 6%; with 100% employer match about $294,709 at 4% or $196,473 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 28 | $3,107,830 | $240,021 | $8,572iApproximate average salary by contribution assumption: employee only about $214,304 at 4% or $142,870 at 6%; with 50% employer match about $142,870 at 4% or $95,246 at 6%; with 100% employer match about $107,152 at 4% or $71,435 at 6%. |
| MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | - | 29 | $1,741,381 | $443,705 | $15,300iApproximate average salary by contribution assumption: employee only about $382,504 at 4% or $255,003 at 6%; with 50% employer match about $255,003 at 4% or $170,002 at 6%; with 100% employer match about $191,252 at 4% or $127,501 at 6%. |
| 2022 | 2 | 28 | $5,214,752 | $810,714 | $28,954iApproximate average salary by contribution assumption: employee only about $723,852 at 4% or $482,568 at 6%; with 50% employer match about $482,568 at 4% or $321,712 at 6%; with 100% employer match about $361,926 at 4% or $241,284 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 28 | $3,278,438 | $334,714 | $11,954iApproximate average salary by contribution assumption: employee only about $298,852 at 4% or $199,235 at 6%; with 50% employer match about $199,235 at 4% or $132,823 at 6%; with 100% employer match about $149,426 at 4% or $99,617 at 6%. |
| MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | - | 27 | $1,936,314 | $476,000 | $17,630iApproximate average salary by contribution assumption: employee only about $440,741 at 4% or $293,827 at 6%; with 50% employer match about $293,827 at 4% or $195,885 at 6%; with 100% employer match about $220,370 at 4% or $146,914 at 6%. |
| 2021 | 2 | 26 | $5,172,037 | $573,970 | $22,076iApproximate average salary by contribution assumption: employee only about $551,894 at 4% or $367,929 at 6%; with 50% employer match about $367,929 at 4% or $245,286 at 6%; with 100% employer match about $275,947 at 4% or $183,965 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 24 | $3,609,546 | $308,970 | $12,874iApproximate average salary by contribution assumption: employee only about $321,844 at 4% or $214,563 at 6%; with 50% employer match about $214,563 at 4% or $143,042 at 6%; with 100% employer match about $160,922 at 4% or $107,281 at 6%. |
| MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | - | 26 | $1,562,491 | $265,000 | $10,192iApproximate average salary by contribution assumption: employee only about $254,808 at 4% or $169,872 at 6%; with 50% employer match about $169,872 at 4% or $113,248 at 6%; with 100% employer match about $127,404 at 4% or $84,936 at 6%. |
| 2020 | 2 | 25 | $4,216,093 | $488,544 | $19,542iApproximate average salary by contribution assumption: employee only about $488,544 at 4% or $325,696 at 6%; with 50% employer match about $325,696 at 4% or $217,131 at 6%; with 100% employer match about $244,272 at 4% or $162,848 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 23 | $3,008,521 | $211,511 | $9,196iApproximate average salary by contribution assumption: employee only about $229,903 at 4% or $153,269 at 6%; with 50% employer match about $153,269 at 4% or $102,179 at 6%; with 100% employer match about $114,952 at 4% or $76,634 at 6%. |
| MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | - | 25 | $1,207,572 | $277,033 | $11,081iApproximate average salary by contribution assumption: employee only about $277,033 at 4% or $184,689 at 6%; with 50% employer match about $184,689 at 4% or $123,126 at 6%; with 100% employer match about $138,517 at 4% or $92,344 at 6%. |
| 2019 | 2 | 22 | $3,333,761 | $444,882 | $20,222iApproximate average salary by contribution assumption: employee only about $505,548 at 4% or $337,032 at 6%; with 50% employer match about $337,032 at 4% or $224,688 at 6%; with 100% employer match about $252,774 at 4% or $168,516 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 20 | $2,513,295 | $175,544 | $8,777iApproximate average salary by contribution assumption: employee only about $219,430 at 4% or $146,287 at 6%; with 50% employer match about $146,287 at 4% or $97,524 at 6%; with 100% employer match about $109,715 at 4% or $73,143 at 6%. |
| MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | - | 22 | $820,466 | $269,338 | $12,243iApproximate average salary by contribution assumption: employee only about $306,066 at 4% or $204,044 at 6%; with 50% employer match about $204,044 at 4% or $136,029 at 6%; with 100% employer match about $153,033 at 4% or $102,022 at 6%. |
| 2018 | 2 | 20 | $2,528,739 | $378,149 | $18,907iApproximate average salary by contribution assumption: employee only about $472,686 at 4% or $315,124 at 6%; with 50% employer match about $315,124 at 4% or $210,083 at 6%; with 100% employer match about $236,343 at 4% or $157,562 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 18 | $2,015,310 | $108,149 | $6,008iApproximate average salary by contribution assumption: employee only about $150,207 at 4% or $100,138 at 6%; with 50% employer match about $100,138 at 4% or $66,759 at 6%; with 100% employer match about $75,103 at 4% or $50,069 at 6%. |
| MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | - | 20 | $513,429 | $270,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| 2017 | 2 | 20 | $2,199,936 | $312,094 | $15,605iApproximate average salary by contribution assumption: employee only about $390,118 at 4% or $260,078 at 6%; with 50% employer match about $260,078 at 4% or $173,386 at 6%; with 100% employer match about $195,059 at 4% or $130,039 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 18 | $1,940,979 | $53,137 | $2,952iApproximate average salary by contribution assumption: employee only about $73,801 at 4% or $49,201 at 6%; with 50% employer match about $49,201 at 4% or $32,801 at 6%; with 100% employer match about $36,901 at 4% or $24,600 at 6%. |
| MONTGOMERY VASCULAR SURGERY CASH BALANCE PLAN | - | 20 | $258,957 | $258,957 | $12,948iApproximate average salary by contribution assumption: employee only about $323,696 at 4% or $215,798 at 6%; with 50% employer match about $215,798 at 4% or $143,865 at 6%; with 100% employer match about $161,848 at 4% or $107,899 at 6%. |
| 2016 | 1 | 15 | $2,128,851 | $230,498 | $15,367iApproximate average salary by contribution assumption: employee only about $384,163 at 4% or $256,109 at 6%; with 50% employer match about $256,109 at 4% or $170,739 at 6%; with 100% employer match about $192,082 at 4% or $128,054 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 15 | $2,128,851 | $230,498 | $15,367iApproximate average salary by contribution assumption: employee only about $384,163 at 4% or $256,109 at 6%; with 50% employer match about $256,109 at 4% or $170,739 at 6%; with 100% employer match about $192,082 at 4% or $128,054 at 6%. |
| 2015 | 1 | 13 | $1,832,370 | $208,642 | $16,049iApproximate average salary by contribution assumption: employee only about $401,235 at 4% or $267,490 at 6%; with 50% employer match about $267,490 at 4% or $178,326 at 6%; with 100% employer match about $200,617 at 4% or $133,745 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 13 | $1,832,370 | $208,642 | $16,049iApproximate average salary by contribution assumption: employee only about $401,235 at 4% or $267,490 at 6%; with 50% employer match about $267,490 at 4% or $178,326 at 6%; with 100% employer match about $200,617 at 4% or $133,745 at 6%. |
| 2014 | 1 | 12 | $3,604,334 | $148,399 | $12,367iApproximate average salary by contribution assumption: employee only about $309,165 at 4% or $206,110 at 6%; with 50% employer match about $206,110 at 4% or $137,406 at 6%; with 100% employer match about $154,582 at 4% or $103,055 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 12 | $3,604,334 | $148,399 | $12,367iApproximate average salary by contribution assumption: employee only about $309,165 at 4% or $206,110 at 6%; with 50% employer match about $206,110 at 4% or $137,406 at 6%; with 100% employer match about $154,582 at 4% or $103,055 at 6%. |
| 2013 | 1 | 10 | $3,428,271 | $138,658 | $13,866iApproximate average salary by contribution assumption: employee only about $346,645 at 4% or $231,097 at 6%; with 50% employer match about $231,097 at 4% or $154,064 at 6%; with 100% employer match about $173,323 at 4% or $115,548 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 10 | $3,428,271 | $138,658 | $13,866iApproximate average salary by contribution assumption: employee only about $346,645 at 4% or $231,097 at 6%; with 50% employer match about $231,097 at 4% or $154,064 at 6%; with 100% employer match about $173,323 at 4% or $115,548 at 6%. |
| 2012 | 1 | 10 | $2,899,361 | $190,229 | $19,023iApproximate average salary by contribution assumption: employee only about $475,573 at 4% or $317,048 at 6%; with 50% employer match about $317,048 at 4% or $211,366 at 6%; with 100% employer match about $237,786 at 4% or $158,524 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 10 | $2,899,361 | $190,229 | $19,023iApproximate average salary by contribution assumption: employee only about $475,573 at 4% or $317,048 at 6%; with 50% employer match about $317,048 at 4% or $211,366 at 6%; with 100% employer match about $237,786 at 4% or $158,524 at 6%. |
| 2011 | 1 | 10 | $2,467,032 | $192,889 | $19,289iApproximate average salary by contribution assumption: employee only about $482,223 at 4% or $321,482 at 6%; with 50% employer match about $321,482 at 4% or $214,321 at 6%; with 100% employer match about $241,111 at 4% or $160,741 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 10 | $2,467,032 | $192,889 | $19,289iApproximate average salary by contribution assumption: employee only about $482,223 at 4% or $321,482 at 6%; with 50% employer match about $321,482 at 4% or $214,321 at 6%; with 100% employer match about $241,111 at 4% or $160,741 at 6%. |
| 2010 | 1 | 12 | $2,523,654 | $193,270 | $16,106iApproximate average salary by contribution assumption: employee only about $402,646 at 4% or $268,431 at 6%; with 50% employer match about $268,431 at 4% or $178,954 at 6%; with 100% employer match about $201,323 at 4% or $134,215 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 12 | $2,523,654 | $193,270 | $16,106iApproximate average salary by contribution assumption: employee only about $402,646 at 4% or $268,431 at 6%; with 50% employer match about $268,431 at 4% or $178,954 at 6%; with 100% employer match about $201,323 at 4% or $134,215 at 6%. |
| 2009 | 1 | 12 | $2,148,595 | $189,601 | $15,800iApproximate average salary by contribution assumption: employee only about $395,002 at 4% or $263,335 at 6%; with 50% employer match about $263,335 at 4% or $175,556 at 6%; with 100% employer match about $197,501 at 4% or $131,667 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 12 | $2,148,595 | $189,601 | $15,800iApproximate average salary by contribution assumption: employee only about $395,002 at 4% or $263,335 at 6%; with 50% employer match about $263,335 at 4% or $175,556 at 6%; with 100% employer match about $197,501 at 4% or $131,667 at 6%. |
| 2008 | 1 | 12 | $1,524,189 | $186,483 | $15,540iApproximate average salary by contribution assumption: employee only about $388,506 at 4% or $259,004 at 6%; with 50% employer match about $259,004 at 4% or $172,669 at 6%; with 100% employer match about $194,253 at 4% or $129,502 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 12 | $1,524,189 | $186,483 | $15,540iApproximate average salary by contribution assumption: employee only about $388,506 at 4% or $259,004 at 6%; with 50% employer match about $259,004 at 4% or $172,669 at 6%; with 100% employer match about $194,253 at 4% or $129,502 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Montgomery Vascular Surgery 401(K) Plan | - | 9 | - | - | - |
| 2006 | 1 | 10 | $1,968,792 | $154,688 | $15,469iApproximate average salary by contribution assumption: employee only about $386,720 at 4% or $257,813 at 6%; with 50% employer match about $257,813 at 4% or $171,876 at 6%; with 100% employer match about $193,360 at 4% or $128,907 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 10 | $1,968,792 | $154,688 | $15,469iApproximate average salary by contribution assumption: employee only about $386,720 at 4% or $257,813 at 6%; with 50% employer match about $257,813 at 4% or $171,876 at 6%; with 100% employer match about $193,360 at 4% or $128,907 at 6%. |
| 2005 | 1 | 9 | $1,435,937 | $157,946 | $17,550iApproximate average salary by contribution assumption: employee only about $438,739 at 4% or $292,493 at 6%; with 50% employer match about $292,493 at 4% or $194,995 at 6%; with 100% employer match about $219,369 at 4% or $146,246 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 9 | $1,435,937 | $157,946 | $17,550iApproximate average salary by contribution assumption: employee only about $438,739 at 4% or $292,493 at 6%; with 50% employer match about $292,493 at 4% or $194,995 at 6%; with 100% employer match about $219,369 at 4% or $146,246 at 6%. |
| 2004 | 1 | 9 | $1,336,082 | $1,251,868 | $139,096iApproximate average salary by contribution assumption: employee only about $3,477,411 at 4% or $2,318,274 at 6%; with 50% employer match about $2,318,274 at 4% or $1,545,516 at 6%; with 100% employer match about $1,738,706 at 4% or $1,159,137 at 6%. |
| Montgomery Vascular Surgery 401(K) Plan | - | 9 | $1,336,082 | $1,251,868 | $139,096iApproximate average salary by contribution assumption: employee only about $3,477,411 at 4% or $2,318,274 at 6%; with 50% employer match about $2,318,274 at 4% or $1,545,516 at 6%; with 100% employer match about $1,738,706 at 4% or $1,159,137 at 6%. |