Civic Intelligence

Montgomery, Birdwell & Co. PC.

Plan context: Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust

EIN 75-1767359 • Graham, TX • 13 filings • 4 plans

P.O. Box 1408901 Fourth StreetGraham, TX 76450
Current Snapshot

Latest Year

2011

2011 Participants

9

2011 Assets

$370,458

2011 Contributions

$2,098

Historical Graphs

Total Assets Over Time

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

$632,599$316,300$0199920042010YearValue
$370,458Latest year 2010

Participants Over Time

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

1790199920052010YearValue
9Latest year 2010

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
201110$0$0-
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-0$0--
201019$370,458$2,098$233iApproximate average salary by contribution assumption: employee only about $5,828 at 4% or $3,885 at 6%; with 50% employer match about $3,885 at 4% or $2,590 at 6%; with 100% employer match about $2,914 at 4% or $1,943 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-9$370,458$2,098$233iApproximate average salary by contribution assumption: employee only about $5,828 at 4% or $3,885 at 6%; with 50% employer match about $3,885 at 4% or $2,590 at 6%; with 100% employer match about $2,914 at 4% or $1,943 at 6%.
2009111$279,148$3,125$284iApproximate average salary by contribution assumption: employee only about $7,102 at 4% or $4,735 at 6%; with 50% employer match about $4,735 at 4% or $3,157 at 6%; with 100% employer match about $3,551 at 4% or $2,367 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-11$279,148$3,125$284iApproximate average salary by contribution assumption: employee only about $7,102 at 4% or $4,735 at 6%; with 50% employer match about $4,735 at 4% or $3,157 at 6%; with 100% employer match about $3,551 at 4% or $2,367 at 6%.
2008112$0$0-
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-12---
2007112$0$0-
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-12---
2006112$385,369$10,745$895iApproximate average salary by contribution assumption: employee only about $22,385 at 4% or $14,924 at 6%; with 50% employer match about $14,924 at 4% or $9,949 at 6%; with 100% employer match about $11,193 at 4% or $7,462 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-12$385,369$10,745$895iApproximate average salary by contribution assumption: employee only about $22,385 at 4% or $14,924 at 6%; with 50% employer match about $14,924 at 4% or $9,949 at 6%; with 100% employer match about $11,193 at 4% or $7,462 at 6%.
2005114$556,523$49,136$3,510iApproximate average salary by contribution assumption: employee only about $87,743 at 4% or $58,495 at 6%; with 50% employer match about $58,495 at 4% or $38,997 at 6%; with 100% employer match about $43,871 at 4% or $29,248 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-14$556,523$49,136$3,510iApproximate average salary by contribution assumption: employee only about $87,743 at 4% or $58,495 at 6%; with 50% employer match about $58,495 at 4% or $38,997 at 6%; with 100% employer match about $43,871 at 4% or $29,248 at 6%.
2004117$482,503$36,008$2,118iApproximate average salary by contribution assumption: employee only about $52,953 at 4% or $35,302 at 6%; with 50% employer match about $35,302 at 4% or $23,535 at 6%; with 100% employer match about $26,476 at 4% or $17,651 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-17$482,503$36,008$2,118iApproximate average salary by contribution assumption: employee only about $52,953 at 4% or $35,302 at 6%; with 50% employer match about $35,302 at 4% or $23,535 at 6%; with 100% employer match about $26,476 at 4% or $17,651 at 6%.
2003116$429,367$30,545$1,909iApproximate average salary by contribution assumption: employee only about $47,727 at 4% or $31,818 at 6%; with 50% employer match about $31,818 at 4% or $21,212 at 6%; with 100% employer match about $23,863 at 4% or $15,909 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-16$429,367$30,545$1,909iApproximate average salary by contribution assumption: employee only about $47,727 at 4% or $31,818 at 6%; with 50% employer match about $31,818 at 4% or $21,212 at 6%; with 100% employer match about $23,863 at 4% or $15,909 at 6%.
2002113$339,738$16,360$1,258iApproximate average salary by contribution assumption: employee only about $31,462 at 4% or $20,974 at 6%; with 50% employer match about $20,974 at 4% or $13,983 at 6%; with 100% employer match about $15,731 at 4% or $10,487 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-13$339,738$16,360$1,258iApproximate average salary by contribution assumption: employee only about $31,462 at 4% or $20,974 at 6%; with 50% employer match about $20,974 at 4% or $13,983 at 6%; with 100% employer match about $15,731 at 4% or $10,487 at 6%.
2001113$0$0-
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-13---
2000114$471,913$29,710$2,122iApproximate average salary by contribution assumption: employee only about $53,054 at 4% or $35,369 at 6%; with 50% employer match about $35,369 at 4% or $23,579 at 6%; with 100% employer match about $26,527 at 4% or $17,685 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-14$471,913$29,710$2,122iApproximate average salary by contribution assumption: employee only about $53,054 at 4% or $35,369 at 6%; with 50% employer match about $35,369 at 4% or $23,579 at 6%; with 100% employer match about $26,527 at 4% or $17,685 at 6%.
1999116$632,599$26,447$1,653iApproximate average salary by contribution assumption: employee only about $41,323 at 4% or $27,549 at 6%; with 50% employer match about $27,549 at 4% or $18,366 at 6%; with 100% employer match about $20,662 at 4% or $13,774 at 6%.
Montgomery, Birdwell & Co. PC. 401K Profit Sharing Plan & Trust-16$632,599$26,447$1,653iApproximate average salary by contribution assumption: employee only about $41,323 at 4% or $27,549 at 6%; with 50% employer match about $27,549 at 4% or $18,366 at 6%; with 100% employer match about $20,662 at 4% or $13,774 at 6%.