Montgomery, McGraw, Collins & Ocain, PLLC.
Plan context: 401K EMPLOYEE RETIREMENT PLAN
EIN 64-0504539 • Canton, MS • 24 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$134,299
2024 Contributions
$6,072
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 | 1 | 3 | $134,299 | $0 | - |
| 401K EMPLOYEE RETIREMENT PLAN | - | 3 | $134,299 | $0 | - |
| 2023 | 1 | 3 | $123,971 | $6,072 | $2,024iApproximate average salary by contribution assumption: employee only about $50,600 at 4% or $33,733 at 6%; with 50% employer match about $33,733 at 4% or $22,489 at 6%; with 100% employer match about $25,300 at 4% or $16,867 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 3 | $123,971 | $6,072 | $2,024iApproximate average salary by contribution assumption: employee only about $50,600 at 4% or $33,733 at 6%; with 50% employer match about $33,733 at 4% or $22,489 at 6%; with 100% employer match about $25,300 at 4% or $16,867 at 6%. |
| 2022 | 1 | 3 | $107,115 | $6,624 | $2,208iApproximate average salary by contribution assumption: employee only about $55,200 at 4% or $36,800 at 6%; with 50% employer match about $36,800 at 4% or $24,533 at 6%; with 100% employer match about $27,600 at 4% or $18,400 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 3 | $107,115 | $6,624 | $2,208iApproximate average salary by contribution assumption: employee only about $55,200 at 4% or $36,800 at 6%; with 50% employer match about $36,800 at 4% or $24,533 at 6%; with 100% employer match about $27,600 at 4% or $18,400 at 6%. |
| 2021 | 1 | 4 | $130,884 | $4,856 | $1,214iApproximate average salary by contribution assumption: employee only about $30,350 at 4% or $20,233 at 6%; with 50% employer match about $20,233 at 4% or $13,489 at 6%; with 100% employer match about $15,175 at 4% or $10,117 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 4 | $130,884 | $4,856 | $1,214iApproximate average salary by contribution assumption: employee only about $30,350 at 4% or $20,233 at 6%; with 50% employer match about $20,233 at 4% or $13,489 at 6%; with 100% employer match about $15,175 at 4% or $10,117 at 6%. |
| 2020 | 1 | 3 | $116,928 | $5,410 | $1,803iApproximate average salary by contribution assumption: employee only about $45,083 at 4% or $30,056 at 6%; with 50% employer match about $30,056 at 4% or $20,037 at 6%; with 100% employer match about $22,542 at 4% or $15,028 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 3 | $116,928 | $5,410 | $1,803iApproximate average salary by contribution assumption: employee only about $45,083 at 4% or $30,056 at 6%; with 50% employer match about $30,056 at 4% or $20,037 at 6%; with 100% employer match about $22,542 at 4% or $15,028 at 6%. |
| 2019 | 1 | 3 | $100,855 | $5,630 | $1,877iApproximate average salary by contribution assumption: employee only about $46,917 at 4% or $31,278 at 6%; with 50% employer match about $31,278 at 4% or $20,852 at 6%; with 100% employer match about $23,458 at 4% or $15,639 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 3 | $100,855 | $5,630 | $1,877iApproximate average salary by contribution assumption: employee only about $46,917 at 4% or $31,278 at 6%; with 50% employer match about $31,278 at 4% or $20,852 at 6%; with 100% employer match about $23,458 at 4% or $15,639 at 6%. |
| 2018 | 1 | 4 | $101,513 | $4,968 | $1,242iApproximate average salary by contribution assumption: employee only about $31,050 at 4% or $20,700 at 6%; with 50% employer match about $20,700 at 4% or $13,800 at 6%; with 100% employer match about $15,525 at 4% or $10,350 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 4 | $101,513 | $4,968 | $1,242iApproximate average salary by contribution assumption: employee only about $31,050 at 4% or $20,700 at 6%; with 50% employer match about $20,700 at 4% or $13,800 at 6%; with 100% employer match about $15,525 at 4% or $10,350 at 6%. |
| 2017 | 1 | 5 | $105,880 | $1,656 | $331iApproximate average salary by contribution assumption: employee only about $8,280 at 4% or $5,520 at 6%; with 50% employer match about $5,520 at 4% or $3,680 at 6%; with 100% employer match about $4,140 at 4% or $2,760 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 5 | $105,880 | $1,656 | $331iApproximate average salary by contribution assumption: employee only about $8,280 at 4% or $5,520 at 6%; with 50% employer match about $5,520 at 4% or $3,680 at 6%; with 100% employer match about $4,140 at 4% or $2,760 at 6%. |
| 2016 | 1 | 5 | $95,663 | $2,567 | $513iApproximate average salary by contribution assumption: employee only about $12,835 at 4% or $8,557 at 6%; with 50% employer match about $8,557 at 4% or $5,704 at 6%; with 100% employer match about $6,418 at 4% or $4,278 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 5 | $95,663 | $2,567 | $513iApproximate average salary by contribution assumption: employee only about $12,835 at 4% or $8,557 at 6%; with 50% employer match about $8,557 at 4% or $5,704 at 6%; with 100% employer match about $6,418 at 4% or $4,278 at 6%. |
| 2015 | 1 | 7 | $157,013 | $2,816 | $402iApproximate average salary by contribution assumption: employee only about $10,057 at 4% or $6,705 at 6%; with 50% employer match about $6,705 at 4% or $4,470 at 6%; with 100% employer match about $5,029 at 4% or $3,352 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 7 | $157,013 | $2,816 | $402iApproximate average salary by contribution assumption: employee only about $10,057 at 4% or $6,705 at 6%; with 50% employer match about $6,705 at 4% or $4,470 at 6%; with 100% employer match about $5,029 at 4% or $3,352 at 6%. |
| 2014 | 1 | 8 | $161,489 | $3,299 | $412iApproximate average salary by contribution assumption: employee only about $10,309 at 4% or $6,873 at 6%; with 50% employer match about $6,873 at 4% or $4,582 at 6%; with 100% employer match about $5,155 at 4% or $3,436 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 8 | $161,489 | $3,299 | $412iApproximate average salary by contribution assumption: employee only about $10,309 at 4% or $6,873 at 6%; with 50% employer match about $6,873 at 4% or $4,582 at 6%; with 100% employer match about $5,155 at 4% or $3,436 at 6%. |
| 2013 | 1 | 9 | $156,401 | $6,128 | $681iApproximate average salary by contribution assumption: employee only about $17,022 at 4% or $11,348 at 6%; with 50% employer match about $11,348 at 4% or $7,565 at 6%; with 100% employer match about $8,511 at 4% or $5,674 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 9 | $156,401 | $6,128 | $681iApproximate average salary by contribution assumption: employee only about $17,022 at 4% or $11,348 at 6%; with 50% employer match about $11,348 at 4% or $7,565 at 6%; with 100% employer match about $8,511 at 4% or $5,674 at 6%. |
| 2012 | 1 | 8 | $139,327 | $6,128 | $766iApproximate average salary by contribution assumption: employee only about $19,150 at 4% or $12,767 at 6%; with 50% employer match about $12,767 at 4% or $8,511 at 6%; with 100% employer match about $9,575 at 4% or $6,383 at 6%. |
| 401K EMPLOYEE RETIREMENT PLAN | - | 8 | $139,327 | $6,128 | $766iApproximate average salary by contribution assumption: employee only about $19,150 at 4% or $12,767 at 6%; with 50% employer match about $12,767 at 4% or $8,511 at 6%; with 100% employer match about $9,575 at 4% or $6,383 at 6%. |
| 2010 | 1 | 10 | $270,603 | $28,152 | $2,815iApproximate average salary by contribution assumption: employee only about $70,380 at 4% or $46,920 at 6%; with 50% employer match about $46,920 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%. |
| Montgomery, Mcgraw, Collins & O'Cain LLC. 401(K) Retirement Plan | - | 10 | $270,603 | $28,152 | $2,815iApproximate average salary by contribution assumption: employee only about $70,380 at 4% or $46,920 at 6%; with 50% employer match about $46,920 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%. |
| 2009 | 2 | 11 | $286,110 | $14,578 | $1,325iApproximate average salary by contribution assumption: employee only about $33,132 at 4% or $22,088 at 6%; with 50% employer match about $22,088 at 4% or $14,725 at 6%; with 100% employer match about $16,566 at 4% or $11,044 at 6%. |
| Montgomery, Mcgraw, Collins & O'Cain LLC. 401(K) Retirement Plan | - | 11 | $286,110 | $14,578 | $1,325iApproximate average salary by contribution assumption: employee only about $33,132 at 4% or $22,088 at 6%; with 50% employer match about $22,088 at 4% or $14,725 at 6%; with 100% employer match about $16,566 at 4% or $11,044 at 6%. |
| Montgomery, Mcgraw, Collins & O'Cain LLC. 401(K) Retirement Plan | - | - | - | - | - |
| 2008 | 1 | 8 | $247,698 | $22,917 | $2,865iApproximate average salary by contribution assumption: employee only about $71,616 at 4% or $47,744 at 6%; with 50% employer match about $47,744 at 4% or $31,829 at 6%; with 100% employer match about $35,808 at 4% or $23,872 at 6%. |
| Montgomery, Mcgraw, Collins & O'Cain LLC. 401(K) Retirement Plan | - | 8 | $247,698 | $22,917 | $2,865iApproximate average salary by contribution assumption: employee only about $71,616 at 4% or $47,744 at 6%; with 50% employer match about $47,744 at 4% or $31,829 at 6%; with 100% employer match about $35,808 at 4% or $23,872 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Montgomery, Mcgraw, Collins & O'Cain LLC. 401(K) Retirement Plan | - | 9 | - | - | - |
| 2006 | 1 | 8 | $344,154 | $71,578 | $8,947iApproximate average salary by contribution assumption: employee only about $223,681 at 4% or $149,121 at 6%; with 50% employer match about $149,121 at 4% or $99,414 at 6%; with 100% employer match about $111,841 at 4% or $74,560 at 6%. |
| MONTGOMERY, MCGRAW & COLLINS, LLC. 401K RETIREMENT PLAN | - | 8 | $344,154 | $71,578 | $8,947iApproximate average salary by contribution assumption: employee only about $223,681 at 4% or $149,121 at 6%; with 50% employer match about $149,121 at 4% or $99,414 at 6%; with 100% employer match about $111,841 at 4% or $74,560 at 6%. |
| 2005 | 1 | 9 | $475,695 | $34,673 | $3,853iApproximate average salary by contribution assumption: employee only about $96,314 at 4% or $64,209 at 6%; with 50% employer match about $64,209 at 4% or $42,806 at 6%; with 100% employer match about $48,157 at 4% or $32,105 at 6%. |
| MONTGOMERY, MCGRAW, COLLINS & RAND, LLC. 401K RETIREMENT PLAN | - | 9 | $475,695 | $34,673 | $3,853iApproximate average salary by contribution assumption: employee only about $96,314 at 4% or $64,209 at 6%; with 50% employer match about $64,209 at 4% or $42,806 at 6%; with 100% employer match about $48,157 at 4% or $32,105 at 6%. |
| 2003 | 1 | 10 | $581,300 | $56,604 | $5,660iApproximate average salary by contribution assumption: employee only about $141,510 at 4% or $94,340 at 6%; with 50% employer match about $94,340 at 4% or $62,893 at 6%; with 100% employer match about $70,755 at 4% or $47,170 at 6%. |
| MONTGOMERY MCGRAW COLLINS JONES & HEMBREE, PLLC 401K RETIREMENT PLAN | - | 10 | $581,300 | $56,604 | $5,660iApproximate average salary by contribution assumption: employee only about $141,510 at 4% or $94,340 at 6%; with 50% employer match about $94,340 at 4% or $62,893 at 6%; with 100% employer match about $70,755 at 4% or $47,170 at 6%. |
| 2002 | 1 | 14 | $690,418 | $66,509 | $4,751iApproximate average salary by contribution assumption: employee only about $118,766 at 4% or $79,177 at 6%; with 50% employer match about $79,177 at 4% or $52,785 at 6%; with 100% employer match about $59,383 at 4% or $39,589 at 6%. |
| Montgomery, Mcgraw, Collins & O'Cain LLC. 401(K) Retirement Plan | - | 14 | $690,418 | $66,509 | $4,751iApproximate average salary by contribution assumption: employee only about $118,766 at 4% or $79,177 at 6%; with 50% employer match about $79,177 at 4% or $52,785 at 6%; with 100% employer match about $59,383 at 4% or $39,589 at 6%. |
| 2001 | 1 | 13 | $733,583 | $63,472 | $4,882iApproximate average salary by contribution assumption: employee only about $122,062 at 4% or $81,374 at 6%; with 50% employer match about $81,374 at 4% or $54,250 at 6%; with 100% employer match about $61,031 at 4% or $40,687 at 6%. |
| Montgomery, Mcgraw, Collins & O'Cain LLC. 401(K) Retirement Plan | - | 13 | $733,583 | $63,472 | $4,882iApproximate average salary by contribution assumption: employee only about $122,062 at 4% or $81,374 at 6%; with 50% employer match about $81,374 at 4% or $54,250 at 6%; with 100% employer match about $61,031 at 4% or $40,687 at 6%. |
| 2000 | 1 | 0 | $778,510 | $50,638 | - |
| Montgomery, Mcgraw, Collins & O'Cain LLC. 401(K) Retirement Plan | - | 0 | $778,510 | $50,638 | - |