Civic Intelligence

Nancy a. Montgomery, Dds, Ms Inc.

Plan context: Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan

EIN 75-3140609 • Reynoldsburg, OH • 8 filings • 3 plans

7333 E. Livingston Ave.Reynoldsburg, OH 43068
Current Snapshot

Latest Year

2012

2012 Participants

6

2012 Assets

$262,383

2012 Contributions

$17,850

Historical Graphs

Total Assets Over Time

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

$262,383$131,192$0200520092011YearValue
$262,383Latest year 2011

Participants Over Time

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

950200520082011YearValue
6Latest year 2011

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
201210$0$17,850-
Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan-0-$17,850-
201116$262,383$25,606$4,268iApproximate average salary by contribution assumption: employee only about $106,692 at 4% or $71,128 at 6%; with 50% employer match about $71,128 at 4% or $47,419 at 6%; with 100% employer match about $53,346 at 4% or $35,564 at 6%.
Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan-6$262,383$25,606$4,268iApproximate average salary by contribution assumption: employee only about $106,692 at 4% or $71,128 at 6%; with 50% employer match about $71,128 at 4% or $47,419 at 6%; with 100% employer match about $53,346 at 4% or $35,564 at 6%.
201013$238,657$21,147$7,049iApproximate average salary by contribution assumption: employee only about $176,225 at 4% or $117,483 at 6%; with 50% employer match about $117,483 at 4% or $78,322 at 6%; with 100% employer match about $88,113 at 4% or $58,742 at 6%.
Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan-3$238,657$21,147$7,049iApproximate average salary by contribution assumption: employee only about $176,225 at 4% or $117,483 at 6%; with 50% employer match about $117,483 at 4% or $78,322 at 6%; with 100% employer match about $88,113 at 4% or $58,742 at 6%.
200914$206,842$36,129$9,032iApproximate average salary by contribution assumption: employee only about $225,806 at 4% or $150,538 at 6%; with 50% employer match about $150,538 at 4% or $100,358 at 6%; with 100% employer match about $112,903 at 4% or $75,269 at 6%.
Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan-4$206,842$36,129$9,032iApproximate average salary by contribution assumption: employee only about $225,806 at 4% or $150,538 at 6%; with 50% employer match about $150,538 at 4% or $100,358 at 6%; with 100% employer match about $112,903 at 4% or $75,269 at 6%.
200819$176,098$11,208$1,245iApproximate average salary by contribution assumption: employee only about $31,133 at 4% or $20,756 at 6%; with 50% employer match about $20,756 at 4% or $13,837 at 6%; with 100% employer match about $15,567 at 4% or $10,378 at 6%.
Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan-9$176,098$11,208$1,245iApproximate average salary by contribution assumption: employee only about $31,133 at 4% or $20,756 at 6%; with 50% employer match about $20,756 at 4% or $13,837 at 6%; with 100% employer match about $15,567 at 4% or $10,378 at 6%.
200718$0$0-
Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan-8---
200617$138,512$20,117$2,874iApproximate average salary by contribution assumption: employee only about $71,846 at 4% or $47,898 at 6%; with 50% employer match about $47,898 at 4% or $31,932 at 6%; with 100% employer match about $35,923 at 4% or $23,949 at 6%.
Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan-7$138,512$20,117$2,874iApproximate average salary by contribution assumption: employee only about $71,846 at 4% or $47,898 at 6%; with 50% employer match about $47,898 at 4% or $31,932 at 6%; with 100% employer match about $35,923 at 4% or $23,949 at 6%.
200514$103,850$10,468$2,617iApproximate average salary by contribution assumption: employee only about $65,425 at 4% or $43,617 at 6%; with 50% employer match about $43,617 at 4% or $29,078 at 6%; with 100% employer match about $32,713 at 4% or $21,808 at 6%.
Nancy a. Montgomery, Dds, Ms Inc. 401(K) Plan-4$103,850$10,468$2,617iApproximate average salary by contribution assumption: employee only about $65,425 at 4% or $43,617 at 6%; with 50% employer match about $43,617 at 4% or $29,078 at 6%; with 100% employer match about $32,713 at 4% or $21,808 at 6%.
Nancy a. Montgomery, Dds, Ms Inc. | EIN 75-3140609 | 2012 Form 5500 Company Profile