Civic Intelligence

Michael T.Montgomery, Dds

Plan context: Michael T.Montgomery, Dds 401K Plan

EIN 74-2762720 • San Antonio, TX • 19 filings • 3 plans

7551 Callaghan Road Suite 210San Antonio, TX 78229
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$7,861,172

2025 Contributions

$110,000

Historical Graphs

Total Assets Over Time

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

$7,861,172$3,930,586$0200820172025YearValue
$7,861,172Latest year 2025

Participants Over Time

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

420200720162025YearValue
2Latest year 2025

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
202512$7,861,172$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Michael T.Montgomery, Dds 401K Plan-2$7,861,172$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
202412$6,702,738$125,483$62,742iApproximate average salary by contribution assumption: employee only about $1,568,538 at 4% or $1,045,692 at 6%; with 50% employer match about $1,045,692 at 4% or $697,128 at 6%; with 100% employer match about $784,269 at 4% or $522,846 at 6%.
Michael T.Montgomery, Dds 401K Plan-2$6,702,738$125,483$62,742iApproximate average salary by contribution assumption: employee only about $1,568,538 at 4% or $1,045,692 at 6%; with 50% employer match about $1,045,692 at 4% or $697,128 at 6%; with 100% employer match about $784,269 at 4% or $522,846 at 6%.
202312$4,710,364$127,756$63,878iApproximate average salary by contribution assumption: employee only about $1,596,950 at 4% or $1,064,633 at 6%; with 50% employer match about $1,064,633 at 4% or $709,756 at 6%; with 100% employer match about $798,475 at 4% or $532,317 at 6%.
Michael T.Montgomery, Dds 401K Plan-2$4,710,364$127,756$63,878iApproximate average salary by contribution assumption: employee only about $1,596,950 at 4% or $1,064,633 at 6%; with 50% employer match about $1,064,633 at 4% or $709,756 at 6%; with 100% employer match about $798,475 at 4% or $532,317 at 6%.
202212$2,744,697$122,640$61,320iApproximate average salary by contribution assumption: employee only about $1,533,000 at 4% or $1,022,000 at 6%; with 50% employer match about $1,022,000 at 4% or $681,333 at 6%; with 100% employer match about $766,500 at 4% or $511,000 at 6%.
Michael T.Montgomery, Dds 401K Plan-2$2,744,697$122,640$61,320iApproximate average salary by contribution assumption: employee only about $1,533,000 at 4% or $1,022,000 at 6%; with 50% employer match about $1,022,000 at 4% or $681,333 at 6%; with 100% employer match about $766,500 at 4% or $511,000 at 6%.
202112$4,244,035$129,000$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
Michael T.Montgomery, Dds 401K Plan-2$4,244,035$129,000$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
202013$3,441,640$136,273$45,424iApproximate average salary by contribution assumption: employee only about $1,135,608 at 4% or $757,072 at 6%; with 50% employer match about $757,072 at 4% or $504,715 at 6%; with 100% employer match about $567,804 at 4% or $378,536 at 6%.
Michael T.Montgomery, Dds 401K Plan-3$3,441,640$136,273$45,424iApproximate average salary by contribution assumption: employee only about $1,135,608 at 4% or $757,072 at 6%; with 50% employer match about $757,072 at 4% or $504,715 at 6%; with 100% employer match about $567,804 at 4% or $378,536 at 6%.
201912$2,472,059$61,909$30,955iApproximate average salary by contribution assumption: employee only about $773,863 at 4% or $515,908 at 6%; with 50% employer match about $515,908 at 4% or $343,939 at 6%; with 100% employer match about $386,931 at 4% or $257,954 at 6%.
Michael T.Montgomery, Dds 401K Plan-2$2,472,059$61,909$30,955iApproximate average salary by contribution assumption: employee only about $773,863 at 4% or $515,908 at 6%; with 50% employer match about $515,908 at 4% or $343,939 at 6%; with 100% employer match about $386,931 at 4% or $257,954 at 6%.
201813$1,691,566$137,890$45,963iApproximate average salary by contribution assumption: employee only about $1,149,083 at 4% or $766,056 at 6%; with 50% employer match about $766,056 at 4% or $510,704 at 6%; with 100% employer match about $574,542 at 4% or $383,028 at 6%.
Michael T.Montgomery, Dds 401K Plan-3$1,691,566$137,890$45,963iApproximate average salary by contribution assumption: employee only about $1,149,083 at 4% or $766,056 at 6%; with 50% employer match about $766,056 at 4% or $510,704 at 6%; with 100% employer match about $574,542 at 4% or $383,028 at 6%.
201714$1,672,868$130,213$32,553iApproximate average salary by contribution assumption: employee only about $813,831 at 4% or $542,554 at 6%; with 50% employer match about $542,554 at 4% or $361,703 at 6%; with 100% employer match about $406,916 at 4% or $271,277 at 6%.
Michael T.Montgomery, Dds 401K Plan-4$1,672,868$130,213$32,553iApproximate average salary by contribution assumption: employee only about $813,831 at 4% or $542,554 at 6%; with 50% employer match about $542,554 at 4% or $361,703 at 6%; with 100% employer match about $406,916 at 4% or $271,277 at 6%.
201613$1,305,787$91,547$30,516iApproximate average salary by contribution assumption: employee only about $762,892 at 4% or $508,594 at 6%; with 50% employer match about $508,594 at 4% or $339,063 at 6%; with 100% employer match about $381,446 at 4% or $254,297 at 6%.
Michael T.Montgomery, Dds 401K Plan-3$1,305,787$91,547$30,516iApproximate average salary by contribution assumption: employee only about $762,892 at 4% or $508,594 at 6%; with 50% employer match about $508,594 at 4% or $339,063 at 6%; with 100% employer match about $381,446 at 4% or $254,297 at 6%.
201513$1,150,280$104,110$34,703iApproximate average salary by contribution assumption: employee only about $867,583 at 4% or $578,389 at 6%; with 50% employer match about $578,389 at 4% or $385,593 at 6%; with 100% employer match about $433,792 at 4% or $289,194 at 6%.
Michael T.Montgomery, Dds 401K Plan-3$1,150,280$104,110$34,703iApproximate average salary by contribution assumption: employee only about $867,583 at 4% or $578,389 at 6%; with 50% employer match about $578,389 at 4% or $385,593 at 6%; with 100% employer match about $433,792 at 4% or $289,194 at 6%.
201414$1,017,974$102,332$25,583iApproximate average salary by contribution assumption: employee only about $639,575 at 4% or $426,383 at 6%; with 50% employer match about $426,383 at 4% or $284,256 at 6%; with 100% employer match about $319,788 at 4% or $213,192 at 6%.
Michael T.Montgomery, Dds 401K Plan-4$1,017,974$102,332$25,583iApproximate average salary by contribution assumption: employee only about $639,575 at 4% or $426,383 at 6%; with 50% employer match about $426,383 at 4% or $284,256 at 6%; with 100% employer match about $319,788 at 4% or $213,192 at 6%.
201313$881,534$106,672$35,557iApproximate average salary by contribution assumption: employee only about $888,933 at 4% or $592,622 at 6%; with 50% employer match about $592,622 at 4% or $395,081 at 6%; with 100% employer match about $444,467 at 4% or $296,311 at 6%.
Michael T.Montgomery, Dds 401K Plan-3$881,534$106,672$35,557iApproximate average salary by contribution assumption: employee only about $888,933 at 4% or $592,622 at 6%; with 50% employer match about $592,622 at 4% or $395,081 at 6%; with 100% employer match about $444,467 at 4% or $296,311 at 6%.
201214$630,344$92,633$23,158iApproximate average salary by contribution assumption: employee only about $578,956 at 4% or $385,971 at 6%; with 50% employer match about $385,971 at 4% or $257,314 at 6%; with 100% employer match about $289,478 at 4% or $192,985 at 6%.
Michael T.Montgomery, Dds 401K Plan-4$630,344$92,633$23,158iApproximate average salary by contribution assumption: employee only about $578,956 at 4% or $385,971 at 6%; with 50% employer match about $385,971 at 4% or $257,314 at 6%; with 100% employer match about $289,478 at 4% or $192,985 at 6%.
201113$456,568$94,531$31,510iApproximate average salary by contribution assumption: employee only about $787,758 at 4% or $525,172 at 6%; with 50% employer match about $525,172 at 4% or $350,115 at 6%; with 100% employer match about $393,879 at 4% or $262,586 at 6%.
Michael T.Montgomery, Dds 401K Plan-3$456,568$94,531$31,510iApproximate average salary by contribution assumption: employee only about $787,758 at 4% or $525,172 at 6%; with 50% employer match about $525,172 at 4% or $350,115 at 6%; with 100% employer match about $393,879 at 4% or $262,586 at 6%.
201013$386,621$114,924$38,308iApproximate average salary by contribution assumption: employee only about $957,700 at 4% or $638,467 at 6%; with 50% employer match about $638,467 at 4% or $425,644 at 6%; with 100% employer match about $478,850 at 4% or $319,233 at 6%.
Michael T.Montgomery, Dds 401K Plan-3$386,621$114,924$38,308iApproximate average salary by contribution assumption: employee only about $957,700 at 4% or $638,467 at 6%; with 50% employer match about $638,467 at 4% or $425,644 at 6%; with 100% employer match about $478,850 at 4% or $319,233 at 6%.
200912$239,722$66,348$33,174iApproximate average salary by contribution assumption: employee only about $829,350 at 4% or $552,900 at 6%; with 50% employer match about $552,900 at 4% or $368,600 at 6%; with 100% employer match about $414,675 at 4% or $276,450 at 6%.
Michael T.Montgomery, Dds 401K Plan-2$239,722$66,348$33,174iApproximate average salary by contribution assumption: employee only about $829,350 at 4% or $552,900 at 6%; with 50% employer match about $552,900 at 4% or $368,600 at 6%; with 100% employer match about $414,675 at 4% or $276,450 at 6%.
200812$131,988$86,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
Michael T.Montgomery, Dds 401K Plan-2$131,988$86,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
200713$0$0-
Michael T.Montgomery, Dds 401K Plan-3---