J. R. Montgomery Bancorporation
Plan context: J. R. MONTGOMERY BANCORPORATION AND AFFILIATES 401(K) PLAN
EIN 73-0732708 • Lawton, OK • 11 filings • 6 plans
Current Snapshot
Latest Year
2009
2009 Participants
250
2009 Assets
$5,000,620
2009 Contributions
$610,794
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 250 | $5,000,620 | $610,794 | $2,443iApproximate average salary by contribution assumption: employee only about $61,079 at 4% or $40,720 at 6%; with 50% employer match about $40,720 at 4% or $27,146 at 6%; with 100% employer match about $30,540 at 4% or $20,360 at 6%. |
| J. R. MONTGOMERY BANCORPORATION AND AFFILIATES 401(K) PLAN | - | 250 | $5,000,620 | $610,794 | $2,443iApproximate average salary by contribution assumption: employee only about $61,079 at 4% or $40,720 at 6%; with 50% employer match about $40,720 at 4% or $27,146 at 6%; with 100% employer match about $30,540 at 4% or $20,360 at 6%. |
| 2008 | 1 | 238 | $3,601,004 | $538,011 | $2,261iApproximate average salary by contribution assumption: employee only about $56,514 at 4% or $37,676 at 6%; with 50% employer match about $37,676 at 4% or $25,117 at 6%; with 100% employer match about $28,257 at 4% or $18,838 at 6%. |
| J. R. MONTGOMERY BANCORPORATION AND AFFILIATES 401K PLAN | - | 238 | $3,601,004 | $538,011 | $2,261iApproximate average salary by contribution assumption: employee only about $56,514 at 4% or $37,676 at 6%; with 50% employer match about $37,676 at 4% or $25,117 at 6%; with 100% employer match about $28,257 at 4% or $18,838 at 6%. |
| 2007 | 1 | 198 | $4,565,239 | $465,942 | $2,353iApproximate average salary by contribution assumption: employee only about $58,831 at 4% or $39,221 at 6%; with 50% employer match about $39,221 at 4% or $26,147 at 6%; with 100% employer match about $29,416 at 4% or $19,610 at 6%. |
| J. R. MONTGOMERY BANCORPORATION AND AFFILIATES 401K PLAN | - | 198 | $4,565,239 | $465,942 | $2,353iApproximate average salary by contribution assumption: employee only about $58,831 at 4% or $39,221 at 6%; with 50% employer match about $39,221 at 4% or $26,147 at 6%; with 100% employer match about $29,416 at 4% or $19,610 at 6%. |
| 2006 | 1 | 191 | $4,169,381 | $435,278 | $2,279iApproximate average salary by contribution assumption: employee only about $56,974 at 4% or $37,982 at 6%; with 50% employer match about $37,982 at 4% or $25,322 at 6%; with 100% employer match about $28,487 at 4% or $18,991 at 6%. |
| J. R. MONTGOMERY BANCORPORATION AND AFFILIATES 401K PLAN | - | 191 | $4,169,381 | $435,278 | $2,279iApproximate average salary by contribution assumption: employee only about $56,974 at 4% or $37,982 at 6%; with 50% employer match about $37,982 at 4% or $25,322 at 6%; with 100% employer match about $28,487 at 4% or $18,991 at 6%. |
| 2005 | 1 | 168 | $3,442,138 | $401,360 | $2,389iApproximate average salary by contribution assumption: employee only about $59,726 at 4% or $39,817 at 6%; with 50% employer match about $39,817 at 4% or $26,545 at 6%; with 100% employer match about $29,863 at 4% or $19,909 at 6%. |
| J. R. MONTGOMERY BANCORPORATION AND AFFILIATES 401K PLAN | - | 168 | $3,442,138 | $401,360 | $2,389iApproximate average salary by contribution assumption: employee only about $59,726 at 4% or $39,817 at 6%; with 50% employer match about $39,817 at 4% or $26,545 at 6%; with 100% employer match about $29,863 at 4% or $19,909 at 6%. |
| 2004 | 1 | 161 | $2,910,835 | $445,183 | $2,765iApproximate average salary by contribution assumption: employee only about $69,128 at 4% or $46,085 at 6%; with 50% employer match about $46,085 at 4% or $30,723 at 6%; with 100% employer match about $34,564 at 4% or $23,043 at 6%. |
| J. R. MONTGOMERY BANCORPORATION AND AFFILIATES 401K PLAN | - | 161 | $2,910,835 | $445,183 | $2,765iApproximate average salary by contribution assumption: employee only about $69,128 at 4% or $46,085 at 6%; with 50% employer match about $46,085 at 4% or $30,723 at 6%; with 100% employer match about $34,564 at 4% or $23,043 at 6%. |
| 2003 | 1 | 135 | $2,359,246 | $336,831 | $2,495iApproximate average salary by contribution assumption: employee only about $62,376 at 4% or $41,584 at 6%; with 50% employer match about $41,584 at 4% or $27,723 at 6%; with 100% employer match about $31,188 at 4% or $20,792 at 6%. |
| J.R. MONTGOMERY BANCORPORATION AND AFFILIATES 401K PLAN | - | 135 | $2,359,246 | $336,831 | $2,495iApproximate average salary by contribution assumption: employee only about $62,376 at 4% or $41,584 at 6%; with 50% employer match about $41,584 at 4% or $27,723 at 6%; with 100% employer match about $31,188 at 4% or $20,792 at 6%. |
| 2002 | 1 | 35 | $0 | $0 | - |
| PROFIT SHARING PLAN FOR THE EMPLOYEES OF J.R. MONTGOMERY BANCORPORATION | - | 35 | - | - | - |
| 2001 | 1 | 30 | $0 | $0 | - |
| J.R. MONTGOMERY BANCORPORATION 401K PROFIT SHARING PLAN | - | 30 | - | - | - |
| 2000 | 1 | 32 | $539,707 | $84,681 | $2,646iApproximate average salary by contribution assumption: employee only about $66,157 at 4% or $44,105 at 6%; with 50% employer match about $44,105 at 4% or $29,403 at 6%; with 100% employer match about $33,079 at 4% or $22,052 at 6%. |
| J.R. MONTGOMERY BANCORPORATION 401K PROFIT SHARING PLAN | - | 32 | $539,707 | $84,681 | $2,646iApproximate average salary by contribution assumption: employee only about $66,157 at 4% or $44,105 at 6%; with 50% employer match about $44,105 at 4% or $29,403 at 6%; with 100% employer match about $33,079 at 4% or $22,052 at 6%. |
| 1999 | 1 | 0 | $0 | $84,299 | - |
| Retirement Plan for Employees of J. R. Montgomery Bancorporation | - | 0 | - | $84,299 | - |