Montgomery Partners Inc.
Plan context: Montgomery Partners Inc. Profit Sharing Plan
EIN 68-0050230 • 14 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
6
2013 Assets
$447,487
2013 Contributions
$74,334
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 6 | $447,487 | $74,334 | $12,389iApproximate average salary by contribution assumption: employee only about $309,725 at 4% or $206,483 at 6%; with 50% employer match about $206,483 at 4% or $137,656 at 6%; with 100% employer match about $154,863 at 4% or $103,242 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 6 | $447,487 | $74,334 | $12,389iApproximate average salary by contribution assumption: employee only about $309,725 at 4% or $206,483 at 6%; with 50% employer match about $206,483 at 4% or $137,656 at 6%; with 100% employer match about $154,863 at 4% or $103,242 at 6%. |
| 2012 | 1 | 4 | $372,316 | $76,692 | $19,173iApproximate average salary by contribution assumption: employee only about $479,325 at 4% or $319,550 at 6%; with 50% employer match about $319,550 at 4% or $213,033 at 6%; with 100% employer match about $239,663 at 4% or $159,775 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 4 | $372,316 | $76,692 | $19,173iApproximate average salary by contribution assumption: employee only about $479,325 at 4% or $319,550 at 6%; with 50% employer match about $319,550 at 4% or $213,033 at 6%; with 100% employer match about $239,663 at 4% or $159,775 at 6%. |
| 2011 | 1 | 4 | $318,262 | $64,480 | $16,120iApproximate average salary by contribution assumption: employee only about $403,000 at 4% or $268,667 at 6%; with 50% employer match about $268,667 at 4% or $179,111 at 6%; with 100% employer match about $201,500 at 4% or $134,333 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 4 | $318,262 | $64,480 | $16,120iApproximate average salary by contribution assumption: employee only about $403,000 at 4% or $268,667 at 6%; with 50% employer match about $268,667 at 4% or $179,111 at 6%; with 100% employer match about $201,500 at 4% or $134,333 at 6%. |
| 2010 | 1 | 4 | $251,703 | $71,646 | $17,912iApproximate average salary by contribution assumption: employee only about $447,788 at 4% or $298,525 at 6%; with 50% employer match about $298,525 at 4% or $199,017 at 6%; with 100% employer match about $223,894 at 4% or $149,263 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 4 | $251,703 | $71,646 | $17,912iApproximate average salary by contribution assumption: employee only about $447,788 at 4% or $298,525 at 6%; with 50% employer match about $298,525 at 4% or $199,017 at 6%; with 100% employer match about $223,894 at 4% or $149,263 at 6%. |
| 2009 | 1 | 5 | $432,513 | $0 | - |
| Montgomery Partners Inc. Profit Sharing Plan | - | 5 | $432,513 | - | - |
| 2008 | 1 | 5 | $431,999 | $58,577 | $11,715iApproximate average salary by contribution assumption: employee only about $292,885 at 4% or $195,257 at 6%; with 50% employer match about $195,257 at 4% or $130,171 at 6%; with 100% employer match about $146,443 at 4% or $97,628 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 5 | $431,999 | $58,577 | $11,715iApproximate average salary by contribution assumption: employee only about $292,885 at 4% or $195,257 at 6%; with 50% employer match about $195,257 at 4% or $130,171 at 6%; with 100% employer match about $146,443 at 4% or $97,628 at 6%. |
| 2007 | 1 | 5 | $365,355 | $54,657 | $10,931iApproximate average salary by contribution assumption: employee only about $273,285 at 4% or $182,190 at 6%; with 50% employer match about $182,190 at 4% or $121,460 at 6%; with 100% employer match about $136,643 at 4% or $91,095 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 5 | $365,355 | $54,657 | $10,931iApproximate average salary by contribution assumption: employee only about $273,285 at 4% or $182,190 at 6%; with 50% employer match about $182,190 at 4% or $121,460 at 6%; with 100% employer match about $136,643 at 4% or $91,095 at 6%. |
| 2006 | 1 | 4 | $306,675 | $51,870 | $12,968iApproximate average salary by contribution assumption: employee only about $324,188 at 4% or $216,125 at 6%; with 50% employer match about $216,125 at 4% or $144,083 at 6%; with 100% employer match about $162,094 at 4% or $108,063 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 4 | $306,675 | $51,870 | $12,968iApproximate average salary by contribution assumption: employee only about $324,188 at 4% or $216,125 at 6%; with 50% employer match about $216,125 at 4% or $144,083 at 6%; with 100% employer match about $162,094 at 4% or $108,063 at 6%. |
| 2005 | 1 | 4 | $241,872 | $50,594 | $12,649iApproximate average salary by contribution assumption: employee only about $316,213 at 4% or $210,808 at 6%; with 50% employer match about $210,808 at 4% or $140,539 at 6%; with 100% employer match about $158,106 at 4% or $105,404 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 4 | $241,872 | $50,594 | $12,649iApproximate average salary by contribution assumption: employee only about $316,213 at 4% or $210,808 at 6%; with 50% employer match about $210,808 at 4% or $140,539 at 6%; with 100% employer match about $158,106 at 4% or $105,404 at 6%. |
| 2004 | 1 | 3 | $185,750 | $42,521 | $14,174iApproximate average salary by contribution assumption: employee only about $354,342 at 4% or $236,228 at 6%; with 50% employer match about $236,228 at 4% or $157,485 at 6%; with 100% employer match about $177,171 at 4% or $118,114 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 3 | $185,750 | $42,521 | $14,174iApproximate average salary by contribution assumption: employee only about $354,342 at 4% or $236,228 at 6%; with 50% employer match about $236,228 at 4% or $157,485 at 6%; with 100% employer match about $177,171 at 4% or $118,114 at 6%. |
| 2003 | 2 | 2 | $209,799 | $127,898 | $63,949iApproximate average salary by contribution assumption: employee only about $1,598,725 at 4% or $1,065,817 at 6%; with 50% employer match about $1,065,817 at 4% or $710,544 at 6%; with 100% employer match about $799,363 at 4% or $532,908 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 2 | $143,628 | $61,727 | $30,864iApproximate average salary by contribution assumption: employee only about $771,588 at 4% or $514,392 at 6%; with 50% employer match about $514,392 at 4% or $342,928 at 6%; with 100% employer match about $385,794 at 4% or $257,196 at 6%. |
| MONTGOMERY PARTNERS INC. SINGLE EMPLOYER WELFARE BENEFIT PLAN | - | 2 | $66,171 | $66,171 | $33,086iApproximate average salary by contribution assumption: employee only about $827,138 at 4% or $551,425 at 6%; with 50% employer match about $551,425 at 4% or $367,617 at 6%; with 100% employer match about $413,569 at 4% or $275,713 at 6%. |
| 2002 | 1 | 4 | $81,625 | $45,425 | $11,356iApproximate average salary by contribution assumption: employee only about $283,906 at 4% or $189,271 at 6%; with 50% employer match about $189,271 at 4% or $126,181 at 6%; with 100% employer match about $141,953 at 4% or $94,635 at 6%. |
| Montgomery Partners Inc. Profit Sharing Plan | - | 4 | $81,625 | $45,425 | $11,356iApproximate average salary by contribution assumption: employee only about $283,906 at 4% or $189,271 at 6%; with 50% employer match about $189,271 at 4% or $126,181 at 6%; with 100% employer match about $141,953 at 4% or $94,635 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Montgomery Partners Inc. Profit Sharing Plan | - | 4 | - | - | - |