Montgomery & Company, Cpas
Plan context: Montgomery & Company, Cpas 401(K) Plan
EIN 81-4743664 • Greenville, SC • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$871,882
2025 Contributions
$234,373
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $871,882 | $234,373 | $18,029iApproximate average salary by contribution assumption: employee only about $450,717 at 4% or $300,478 at 6%; with 50% employer match about $300,478 at 4% or $200,319 at 6%; with 100% employer match about $225,359 at 4% or $150,239 at 6%. |
| Montgomery & Company, Cpas 401(K) Plan | - | 13 | $871,882 | $234,373 | $18,029iApproximate average salary by contribution assumption: employee only about $450,717 at 4% or $300,478 at 6%; with 50% employer match about $300,478 at 4% or $200,319 at 6%; with 100% employer match about $225,359 at 4% or $150,239 at 6%. |
| 2024 | 1 | 13 | $551,308 | $230,416 | $17,724iApproximate average salary by contribution assumption: employee only about $443,108 at 4% or $295,405 at 6%; with 50% employer match about $295,405 at 4% or $196,937 at 6%; with 100% employer match about $221,554 at 4% or $147,703 at 6%. |
| Montgomery & Company, Cpas 401(K) Plan | - | 13 | $551,308 | $230,416 | $17,724iApproximate average salary by contribution assumption: employee only about $443,108 at 4% or $295,405 at 6%; with 50% employer match about $295,405 at 4% or $196,937 at 6%; with 100% employer match about $221,554 at 4% or $147,703 at 6%. |
| 2023 | 1 | 13 | $333,136 | $256,590 | $19,738iApproximate average salary by contribution assumption: employee only about $493,442 at 4% or $328,962 at 6%; with 50% employer match about $328,962 at 4% or $219,308 at 6%; with 100% employer match about $246,721 at 4% or $164,481 at 6%. |
| Montgomery & Company, Cpas 401(K) Plan | - | 13 | $333,136 | $256,590 | $19,738iApproximate average salary by contribution assumption: employee only about $493,442 at 4% or $328,962 at 6%; with 50% employer match about $328,962 at 4% or $219,308 at 6%; with 100% employer match about $246,721 at 4% or $164,481 at 6%. |
| 2022 | 1 | 12 | $103,520 | $104,697 | $8,725iApproximate average salary by contribution assumption: employee only about $218,119 at 4% or $145,413 at 6%; with 50% employer match about $145,413 at 4% or $96,942 at 6%; with 100% employer match about $109,059 at 4% or $72,706 at 6%. |
| Montgomery & Company, Cpas 401(K) Plan | - | 12 | $103,520 | $104,697 | $8,725iApproximate average salary by contribution assumption: employee only about $218,119 at 4% or $145,413 at 6%; with 50% employer match about $145,413 at 4% or $96,942 at 6%; with 100% employer match about $109,059 at 4% or $72,706 at 6%. |