Civic Intelligence

Montgomery Corporation

Plan context: Montgomery Corporation 401(K) Profit Sharing Plan

EIN 68-0387759 • Petaluma, CA • 33 filings • 7 plans

2262 Chapman LanePetaluma, CA 94952
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$10,943,744

2024 Contributions

$452,536

Historical Graphs

Total Assets Over Time

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

$10,943,744$5,471,872$0200520152024YearValue
$10,943,744Latest year 2024

Participants Over Time

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

1580200520152024YearValue
15Latest 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
2024215$10,943,744$452,536$30,169iApproximate average salary by contribution assumption: employee only about $754,227 at 4% or $502,818 at 6%; with 50% employer match about $502,818 at 4% or $335,212 at 6%; with 100% employer match about $377,113 at 4% or $251,409 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-15$8,985,693$351,790$23,453iApproximate average salary by contribution assumption: employee only about $586,317 at 4% or $390,878 at 6%; with 50% employer match about $390,878 at 4% or $260,585 at 6%; with 100% employer match about $293,158 at 4% or $195,439 at 6%.
MONTGOMERY CORPORATION CASH BALANCE PLAN-7$1,958,051$100,746$14,392iApproximate average salary by contribution assumption: employee only about $359,807 at 4% or $239,871 at 6%; with 50% employer match about $239,871 at 4% or $159,914 at 6%; with 100% employer match about $179,904 at 4% or $119,936 at 6%.
2023211$8,755,515$530,486$48,226iApproximate average salary by contribution assumption: employee only about $1,205,650 at 4% or $803,767 at 6%; with 50% employer match about $803,767 at 4% or $535,844 at 6%; with 100% employer match about $602,825 at 4% or $401,883 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-11$7,131,393$180,576$16,416iApproximate average salary by contribution assumption: employee only about $410,400 at 4% or $273,600 at 6%; with 50% employer match about $273,600 at 4% or $182,400 at 6%; with 100% employer match about $205,200 at 4% or $136,800 at 6%.
MONTGOMERY CORPORATION CASH BALANCE PLAN-5$1,624,122$349,910$69,982iApproximate average salary by contribution assumption: employee only about $1,749,550 at 4% or $1,166,367 at 6%; with 50% employer match about $1,166,367 at 4% or $777,578 at 6%; with 100% employer match about $874,775 at 4% or $583,183 at 6%.
2022212$6,142,378$478,068$39,839iApproximate average salary by contribution assumption: employee only about $995,975 at 4% or $663,983 at 6%; with 50% employer match about $663,983 at 4% or $442,656 at 6%; with 100% employer match about $497,988 at 4% or $331,992 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-12$5,142,666$170,474$14,206iApproximate average salary by contribution assumption: employee only about $355,154 at 4% or $236,769 at 6%; with 50% employer match about $236,769 at 4% or $157,846 at 6%; with 100% employer match about $177,577 at 4% or $118,385 at 6%.
MONTGOMERY CORPORATION CASH BALANCE PLAN-5$999,712$307,594$61,519iApproximate average salary by contribution assumption: employee only about $1,537,970 at 4% or $1,025,313 at 6%; with 50% employer match about $1,025,313 at 4% or $683,542 at 6%; with 100% employer match about $768,985 at 4% or $512,657 at 6%.
2021211$9,924,306$231,983$21,089iApproximate average salary by contribution assumption: employee only about $527,234 at 4% or $351,489 at 6%; with 50% employer match about $351,489 at 4% or $234,326 at 6%; with 100% employer match about $263,617 at 4% or $175,745 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-11$8,784,774$142,439$12,949iApproximate average salary by contribution assumption: employee only about $323,725 at 4% or $215,817 at 6%; with 50% employer match about $215,817 at 4% or $143,878 at 6%; with 100% employer match about $161,863 at 4% or $107,908 at 6%.
MONTGOMERY CORPORATION CASH BALANCE PLAN-4$1,139,532$89,544$22,386iApproximate average salary by contribution assumption: employee only about $559,650 at 4% or $373,100 at 6%; with 50% employer match about $373,100 at 4% or $248,733 at 6%; with 100% employer match about $279,825 at 4% or $186,550 at 6%.
2020210$9,345,812$209,026$20,903iApproximate average salary by contribution assumption: employee only about $522,565 at 4% or $348,377 at 6%; with 50% employer match about $348,377 at 4% or $232,251 at 6%; with 100% employer match about $261,282 at 4% or $174,188 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-10$8,329,574$199,595$19,960iApproximate average salary by contribution assumption: employee only about $498,988 at 4% or $332,658 at 6%; with 50% employer match about $332,658 at 4% or $221,772 at 6%; with 100% employer match about $249,494 at 4% or $166,329 at 6%.
MONTGOMERY CORPORATION CASH BALANCE PLAN-4$1,016,238$9,431$2,358iApproximate average salary by contribution assumption: employee only about $58,944 at 4% or $39,296 at 6%; with 50% employer match about $39,296 at 4% or $26,197 at 6%; with 100% employer match about $29,472 at 4% or $19,648 at 6%.
201929$6,036,691$317,508$35,279iApproximate average salary by contribution assumption: employee only about $881,967 at 4% or $587,978 at 6%; with 50% employer match about $587,978 at 4% or $391,985 at 6%; with 100% employer match about $440,983 at 4% or $293,989 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-9$5,350,887$215,963$23,996iApproximate average salary by contribution assumption: employee only about $599,897 at 4% or $399,931 at 6%; with 50% employer match about $399,931 at 4% or $266,621 at 6%; with 100% employer match about $299,949 at 4% or $199,966 at 6%.
MONTGOMERY CORPORATION CASH BALANCE PLAN-4$685,804$101,545$25,386iApproximate average salary by contribution assumption: employee only about $634,656 at 4% or $423,104 at 6%; with 50% employer match about $423,104 at 4% or $282,069 at 6%; with 100% employer match about $317,328 at 4% or $211,552 at 6%.
201828$4,703,868$512,912$64,114iApproximate average salary by contribution assumption: employee only about $1,602,850 at 4% or $1,068,567 at 6%; with 50% employer match about $1,068,567 at 4% or $712,378 at 6%; with 100% employer match about $801,425 at 4% or $534,283 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-8$4,228,165$223,039$27,880iApproximate average salary by contribution assumption: employee only about $696,997 at 4% or $464,665 at 6%; with 50% employer match about $464,665 at 4% or $309,776 at 6%; with 100% employer match about $348,498 at 4% or $232,332 at 6%.
MONTGOMERY CORPORATION CASH BALANCE PLAN-4$475,703$289,873$72,468iApproximate average salary by contribution assumption: employee only about $1,811,706 at 4% or $1,207,804 at 6%; with 50% employer match about $1,207,804 at 4% or $805,203 at 6%; with 100% employer match about $905,853 at 4% or $603,902 at 6%.
201726$4,331,663$376,673$62,779iApproximate average salary by contribution assumption: employee only about $1,569,471 at 4% or $1,046,314 at 6%; with 50% employer match about $1,046,314 at 4% or $697,543 at 6%; with 100% employer match about $784,735 at 4% or $523,157 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-6$4,111,339$156,349$26,058iApproximate average salary by contribution assumption: employee only about $651,454 at 4% or $434,303 at 6%; with 50% employer match about $434,303 at 4% or $289,535 at 6%; with 100% employer match about $325,727 at 4% or $217,151 at 6%.
MONTGOMERY CORPORATION CASH BALANCE PLAN-3$220,324$220,324$73,441iApproximate average salary by contribution assumption: employee only about $1,836,033 at 4% or $1,224,022 at 6%; with 50% employer match about $1,224,022 at 4% or $816,015 at 6%; with 100% employer match about $918,017 at 4% or $612,011 at 6%.
201615$3,063,373$156,600$31,320iApproximate average salary by contribution assumption: employee only about $783,000 at 4% or $522,000 at 6%; with 50% employer match about $522,000 at 4% or $348,000 at 6%; with 100% employer match about $391,500 at 4% or $261,000 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-5$3,063,373$156,600$31,320iApproximate average salary by contribution assumption: employee only about $783,000 at 4% or $522,000 at 6%; with 50% employer match about $522,000 at 4% or $348,000 at 6%; with 100% employer match about $391,500 at 4% or $261,000 at 6%.
201515$2,628,459$111,600$22,320iApproximate average salary by contribution assumption: employee only about $558,000 at 4% or $372,000 at 6%; with 50% employer match about $372,000 at 4% or $248,000 at 6%; with 100% employer match about $279,000 at 4% or $186,000 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-5$2,628,459$111,600$22,320iApproximate average salary by contribution assumption: employee only about $558,000 at 4% or $372,000 at 6%; with 50% employer match about $372,000 at 4% or $248,000 at 6%; with 100% employer match about $279,000 at 4% or $186,000 at 6%.
201415$2,453,028$105,320$21,064iApproximate average salary by contribution assumption: employee only about $526,600 at 4% or $351,067 at 6%; with 50% employer match about $351,067 at 4% or $234,044 at 6%; with 100% employer match about $263,300 at 4% or $175,533 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-5$2,453,028$105,320$21,064iApproximate average salary by contribution assumption: employee only about $526,600 at 4% or $351,067 at 6%; with 50% employer match about $351,067 at 4% or $234,044 at 6%; with 100% employer match about $263,300 at 4% or $175,533 at 6%.
201315$1,975,749$107,206$21,441iApproximate average salary by contribution assumption: employee only about $536,030 at 4% or $357,353 at 6%; with 50% employer match about $357,353 at 4% or $238,236 at 6%; with 100% employer match about $268,015 at 4% or $178,677 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-5$1,975,749$107,206$21,441iApproximate average salary by contribution assumption: employee only about $536,030 at 4% or $357,353 at 6%; with 50% employer match about $357,353 at 4% or $238,236 at 6%; with 100% employer match about $268,015 at 4% or $178,677 at 6%.
201214$1,339,772$97,947$24,487iApproximate average salary by contribution assumption: employee only about $612,169 at 4% or $408,113 at 6%; with 50% employer match about $408,113 at 4% or $272,075 at 6%; with 100% employer match about $306,084 at 4% or $204,056 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-4$1,339,772$97,947$24,487iApproximate average salary by contribution assumption: employee only about $612,169 at 4% or $408,113 at 6%; with 50% employer match about $408,113 at 4% or $272,075 at 6%; with 100% employer match about $306,084 at 4% or $204,056 at 6%.
201114$1,083,208$122,048$30,512iApproximate average salary by contribution assumption: employee only about $762,800 at 4% or $508,533 at 6%; with 50% employer match about $508,533 at 4% or $339,022 at 6%; with 100% employer match about $381,400 at 4% or $254,267 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-4$1,083,208$122,048$30,512iApproximate average salary by contribution assumption: employee only about $762,800 at 4% or $508,533 at 6%; with 50% employer match about $508,533 at 4% or $339,022 at 6%; with 100% employer match about $381,400 at 4% or $254,267 at 6%.
201023$975,196$185,729$61,910iApproximate average salary by contribution assumption: employee only about $1,547,742 at 4% or $1,031,828 at 6%; with 50% employer match about $1,031,828 at 4% or $687,885 at 6%; with 100% employer match about $773,871 at 4% or $515,914 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-3$975,196$185,729$61,910iApproximate average salary by contribution assumption: employee only about $1,547,742 at 4% or $1,031,828 at 6%; with 50% employer match about $1,031,828 at 4% or $687,885 at 6%; with 100% employer match about $773,871 at 4% or $515,914 at 6%.
Montgomery Corporation Money Purchase Pension Plan-0$0$0-
200923$684,859$149,538$49,846iApproximate average salary by contribution assumption: employee only about $1,246,150 at 4% or $830,767 at 6%; with 50% employer match about $830,767 at 4% or $553,844 at 6%; with 100% employer match about $623,075 at 4% or $415,383 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-1$447,270$0-
Montgomery Corporation Money Purchase Pension Plan-3$237,589$149,538$49,846iApproximate average salary by contribution assumption: employee only about $1,246,150 at 4% or $830,767 at 6%; with 50% employer match about $830,767 at 4% or $553,844 at 6%; with 100% employer match about $623,075 at 4% or $415,383 at 6%.
200832$323,256$40,203$20,102iApproximate average salary by contribution assumption: employee only about $502,538 at 4% or $335,025 at 6%; with 50% employer match about $335,025 at 4% or $223,350 at 6%; with 100% employer match about $251,269 at 4% or $167,513 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-2$323,256$40,203$20,102iApproximate average salary by contribution assumption: employee only about $502,538 at 4% or $335,025 at 6%; with 50% employer match about $335,025 at 4% or $223,350 at 6%; with 100% employer match about $251,269 at 4% or $167,513 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-2---
Montgomery Corporation Money Purchase Pension Plan-2---
200621$495,503$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-1$396,823$35,200$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
Montgomery Corporation Money Purchase Pension Plan-1$98,680$8,800$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
200522$363,542$49,100$24,550iApproximate average salary by contribution assumption: employee only about $613,750 at 4% or $409,167 at 6%; with 50% employer match about $409,167 at 4% or $272,778 at 6%; with 100% employer match about $306,875 at 4% or $204,583 at 6%.
Montgomery Corporation 401(K) Profit Sharing Plan-2$291,208$39,280$19,640iApproximate average salary by contribution assumption: employee only about $491,000 at 4% or $327,333 at 6%; with 50% employer match about $327,333 at 4% or $218,222 at 6%; with 100% employer match about $245,500 at 4% or $163,667 at 6%.
Montgomery Corporation Money Purchase Pension Plan-2$72,334$9,820$4,910iApproximate average salary by contribution assumption: employee only about $122,750 at 4% or $81,833 at 6%; with 50% employer match about $81,833 at 4% or $54,556 at 6%; with 100% employer match about $61,375 at 4% or $40,917 at 6%.