Civic Intelligence

Montgomery Agency Inc.

Plan context: Profit Sharing Plan for Employees of Montgomery Agency Inc.

EIN 85-0054850 • Carlsbad, NM • 24 filings • 4 plans

PO Box 1568Carlsbad, NM 88221-1568
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$905,066

2023 Contributions

$56,795

Historical Graphs

Total Assets Over Time

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

$2,143,758$1,071,879$0199920112022YearValue
$905,066Latest year 2022

Participants Over Time

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

1470199920112022YearValue
2Latest year 2022

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
202310$0$0-
Profit Sharing Plan for Employees of Montgomery Agency Inc.-0$0$0-
202212$905,066$0-
Profit Sharing Plan for Employees of Montgomery Agency Inc.-2$905,066$0-
202112$1,071,972$56,795$28,398iApproximate average salary by contribution assumption: employee only about $709,938 at 4% or $473,292 at 6%; with 50% employer match about $473,292 at 4% or $315,528 at 6%; with 100% employer match about $354,969 at 4% or $236,646 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-2$1,071,972$56,795$28,398iApproximate average salary by contribution assumption: employee only about $709,938 at 4% or $473,292 at 6%; with 50% employer match about $473,292 at 4% or $315,528 at 6%; with 100% employer match about $354,969 at 4% or $236,646 at 6%.
202012$956,079$58,364$29,182iApproximate average salary by contribution assumption: employee only about $729,550 at 4% or $486,367 at 6%; with 50% employer match about $486,367 at 4% or $324,244 at 6%; with 100% employer match about $364,775 at 4% or $243,183 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-2$956,079$58,364$29,182iApproximate average salary by contribution assumption: employee only about $729,550 at 4% or $486,367 at 6%; with 50% employer match about $486,367 at 4% or $324,244 at 6%; with 100% employer match about $364,775 at 4% or $243,183 at 6%.
201912$2,143,758$54,574$27,287iApproximate average salary by contribution assumption: employee only about $682,175 at 4% or $454,783 at 6%; with 50% employer match about $454,783 at 4% or $303,189 at 6%; with 100% employer match about $341,088 at 4% or $227,392 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-2$2,143,758$54,574$27,287iApproximate average salary by contribution assumption: employee only about $682,175 at 4% or $454,783 at 6%; with 50% employer match about $454,783 at 4% or $303,189 at 6%; with 100% employer match about $341,088 at 4% or $227,392 at 6%.
201812$1,806,997$59,209$29,605iApproximate average salary by contribution assumption: employee only about $740,113 at 4% or $493,408 at 6%; with 50% employer match about $493,408 at 4% or $328,939 at 6%; with 100% employer match about $370,056 at 4% or $246,704 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-2$1,806,997$59,209$29,605iApproximate average salary by contribution assumption: employee only about $740,113 at 4% or $493,408 at 6%; with 50% employer match about $493,408 at 4% or $328,939 at 6%; with 100% employer match about $370,056 at 4% or $246,704 at 6%.
201712$1,873,309$52,590$26,295iApproximate average salary by contribution assumption: employee only about $657,375 at 4% or $438,250 at 6%; with 50% employer match about $438,250 at 4% or $292,167 at 6%; with 100% employer match about $328,688 at 4% or $219,125 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-2$1,873,309$52,590$26,295iApproximate average salary by contribution assumption: employee only about $657,375 at 4% or $438,250 at 6%; with 50% employer match about $438,250 at 4% or $292,167 at 6%; with 100% employer match about $328,688 at 4% or $219,125 at 6%.
201613$1,650,704$7,200$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-3$1,650,704$7,200$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
201513$1,525,820$60,307$20,102iApproximate average salary by contribution assumption: employee only about $502,558 at 4% or $335,039 at 6%; with 50% employer match about $335,039 at 4% or $223,359 at 6%; with 100% employer match about $251,279 at 4% or $167,519 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-3$1,525,820$60,307$20,102iApproximate average salary by contribution assumption: employee only about $502,558 at 4% or $335,039 at 6%; with 50% employer match about $335,039 at 4% or $223,359 at 6%; with 100% employer match about $251,279 at 4% or $167,519 at 6%.
201416$2,062,845$92,942$15,490iApproximate average salary by contribution assumption: employee only about $387,258 at 4% or $258,172 at 6%; with 50% employer match about $258,172 at 4% or $172,115 at 6%; with 100% employer match about $193,629 at 4% or $129,086 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-6$2,062,845$92,942$15,490iApproximate average salary by contribution assumption: employee only about $387,258 at 4% or $258,172 at 6%; with 50% employer match about $258,172 at 4% or $172,115 at 6%; with 100% employer match about $193,629 at 4% or $129,086 at 6%.
201316$1,862,790$90,427$15,071iApproximate average salary by contribution assumption: employee only about $376,779 at 4% or $251,186 at 6%; with 50% employer match about $251,186 at 4% or $167,457 at 6%; with 100% employer match about $188,390 at 4% or $125,593 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-6$1,862,790$90,427$15,071iApproximate average salary by contribution assumption: employee only about $376,779 at 4% or $251,186 at 6%; with 50% employer match about $251,186 at 4% or $167,457 at 6%; with 100% employer match about $188,390 at 4% or $125,593 at 6%.
201216$1,497,982$109,032$18,172iApproximate average salary by contribution assumption: employee only about $454,300 at 4% or $302,867 at 6%; with 50% employer match about $302,867 at 4% or $201,911 at 6%; with 100% employer match about $227,150 at 4% or $151,433 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-6$1,497,982$109,032$18,172iApproximate average salary by contribution assumption: employee only about $454,300 at 4% or $302,867 at 6%; with 50% employer match about $302,867 at 4% or $201,911 at 6%; with 100% employer match about $227,150 at 4% or $151,433 at 6%.
201116$1,059,358$23,674$3,946iApproximate average salary by contribution assumption: employee only about $98,642 at 4% or $65,761 at 6%; with 50% employer match about $65,761 at 4% or $43,841 at 6%; with 100% employer match about $49,321 at 4% or $32,881 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-6$1,059,358$23,674$3,946iApproximate average salary by contribution assumption: employee only about $98,642 at 4% or $65,761 at 6%; with 50% employer match about $65,761 at 4% or $43,841 at 6%; with 100% employer match about $49,321 at 4% or $32,881 at 6%.
201016$1,016,994$37,271$6,212iApproximate average salary by contribution assumption: employee only about $155,296 at 4% or $103,531 at 6%; with 50% employer match about $103,531 at 4% or $69,020 at 6%; with 100% employer match about $77,648 at 4% or $51,765 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-6$1,016,994$37,271$6,212iApproximate average salary by contribution assumption: employee only about $155,296 at 4% or $103,531 at 6%; with 50% employer match about $103,531 at 4% or $69,020 at 6%; with 100% employer match about $77,648 at 4% or $51,765 at 6%.
200916$906,978$33,449$5,575iApproximate average salary by contribution assumption: employee only about $139,371 at 4% or $92,914 at 6%; with 50% employer match about $92,914 at 4% or $61,943 at 6%; with 100% employer match about $69,685 at 4% or $46,457 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-6$906,978$33,449$5,575iApproximate average salary by contribution assumption: employee only about $139,371 at 4% or $92,914 at 6%; with 50% employer match about $92,914 at 4% or $61,943 at 6%; with 100% employer match about $69,685 at 4% or $46,457 at 6%.
200818$740,680$45,669$5,709iApproximate average salary by contribution assumption: employee only about $142,716 at 4% or $95,144 at 6%; with 50% employer match about $95,144 at 4% or $63,429 at 6%; with 100% employer match about $71,358 at 4% or $47,572 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-8$740,680$45,669$5,709iApproximate average salary by contribution assumption: employee only about $142,716 at 4% or $95,144 at 6%; with 50% employer match about $95,144 at 4% or $63,429 at 6%; with 100% employer match about $71,358 at 4% or $47,572 at 6%.
200717$978,117$83,171$11,882iApproximate average salary by contribution assumption: employee only about $297,039 at 4% or $198,026 at 6%; with 50% employer match about $198,026 at 4% or $132,017 at 6%; with 100% employer match about $148,520 at 4% or $99,013 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-7$978,117$83,171$11,882iApproximate average salary by contribution assumption: employee only about $297,039 at 4% or $198,026 at 6%; with 50% employer match about $198,026 at 4% or $132,017 at 6%; with 100% employer match about $148,520 at 4% or $99,013 at 6%.
2006114$830,038$77,641$5,546iApproximate average salary by contribution assumption: employee only about $138,645 at 4% or $92,430 at 6%; with 50% employer match about $92,430 at 4% or $61,620 at 6%; with 100% employer match about $69,322 at 4% or $46,215 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-14$830,038$77,641$5,546iApproximate average salary by contribution assumption: employee only about $138,645 at 4% or $92,430 at 6%; with 50% employer match about $92,430 at 4% or $61,620 at 6%; with 100% employer match about $69,322 at 4% or $46,215 at 6%.
2005110$682,203$40,001$4,000iApproximate average salary by contribution assumption: employee only about $100,003 at 4% or $66,668 at 6%; with 50% employer match about $66,668 at 4% or $44,446 at 6%; with 100% employer match about $50,001 at 4% or $33,334 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-10$682,203$40,001$4,000iApproximate average salary by contribution assumption: employee only about $100,003 at 4% or $66,668 at 6%; with 50% employer match about $66,668 at 4% or $44,446 at 6%; with 100% employer match about $50,001 at 4% or $33,334 at 6%.
200416$604,308$49,115$8,186iApproximate average salary by contribution assumption: employee only about $204,646 at 4% or $136,431 at 6%; with 50% employer match about $136,431 at 4% or $90,954 at 6%; with 100% employer match about $102,323 at 4% or $68,215 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-6$604,308$49,115$8,186iApproximate average salary by contribution assumption: employee only about $204,646 at 4% or $136,431 at 6%; with 50% employer match about $136,431 at 4% or $90,954 at 6%; with 100% employer match about $102,323 at 4% or $68,215 at 6%.
200315$516,197$35,293$7,059iApproximate average salary by contribution assumption: employee only about $176,465 at 4% or $117,643 at 6%; with 50% employer match about $117,643 at 4% or $78,429 at 6%; with 100% employer match about $88,233 at 4% or $58,822 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-5$516,197$35,293$7,059iApproximate average salary by contribution assumption: employee only about $176,465 at 4% or $117,643 at 6%; with 50% employer match about $117,643 at 4% or $78,429 at 6%; with 100% employer match about $88,233 at 4% or $58,822 at 6%.
200215$452,143$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-5$452,143$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200118$498,025$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-8$498,025$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
199918$477,230$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Profit Sharing Plan for Employees of Montgomery Agency Inc.-8$477,230$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.