Civic Intelligence

Montgomery & Graham Inc.

Plan context: Montgomery and Graham 401(K) Retirement Plan

EIN 91-1819536 • Lake Oswego, OR • 9 filings • 1 plans

412 Jefferson Parkway, Suite 100Lake Oswego, OR 97035
Current Snapshot

Latest Year

2022

2022 Participants

35

2022 Assets

$4,432,089

2022 Contributions

$207,603

Historical Graphs

Total Assets Over Time

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

$4,432,089$2,216,045$0201420182021YearValue
$4,432,089Latest year 2021

Participants Over Time

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

37190201420182021YearValue
35Latest year 2021

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
202210$0$0-
Montgomery and Graham 401(K) Retirement Plan-0$0--
2021135$4,432,089$207,603$5,932iApproximate average salary by contribution assumption: employee only about $148,288 at 4% or $98,859 at 6%; with 50% employer match about $98,859 at 4% or $65,906 at 6%; with 100% employer match about $74,144 at 4% or $49,429 at 6%.
Montgomery and Graham 401(K) Retirement Plan-35$4,432,089$207,603$5,932iApproximate average salary by contribution assumption: employee only about $148,288 at 4% or $98,859 at 6%; with 50% employer match about $98,859 at 4% or $65,906 at 6%; with 100% employer match about $74,144 at 4% or $49,429 at 6%.
2020137$3,921,090$365,122$9,868iApproximate average salary by contribution assumption: employee only about $246,704 at 4% or $164,469 at 6%; with 50% employer match about $164,469 at 4% or $109,646 at 6%; with 100% employer match about $123,352 at 4% or $82,235 at 6%.
Montgomery and Graham 401(K) Retirement Plan-37$3,921,090$365,122$9,868iApproximate average salary by contribution assumption: employee only about $246,704 at 4% or $164,469 at 6%; with 50% employer match about $164,469 at 4% or $109,646 at 6%; with 100% employer match about $123,352 at 4% or $82,235 at 6%.
2019135$3,282,371$379,106$10,832iApproximate average salary by contribution assumption: employee only about $270,790 at 4% or $180,527 at 6%; with 50% employer match about $180,527 at 4% or $120,351 at 6%; with 100% employer match about $135,395 at 4% or $90,263 at 6%.
Montgomery and Graham 401(K) Retirement Plan-35$3,282,371$379,106$10,832iApproximate average salary by contribution assumption: employee only about $270,790 at 4% or $180,527 at 6%; with 50% employer match about $180,527 at 4% or $120,351 at 6%; with 100% employer match about $135,395 at 4% or $90,263 at 6%.
2018136$2,322,980$391,919$10,887iApproximate average salary by contribution assumption: employee only about $272,166 at 4% or $181,444 at 6%; with 50% employer match about $181,444 at 4% or $120,963 at 6%; with 100% employer match about $136,083 at 4% or $90,722 at 6%.
Montgomery and Graham 401(K) Retirement Plan-36$2,322,980$391,919$10,887iApproximate average salary by contribution assumption: employee only about $272,166 at 4% or $181,444 at 6%; with 50% employer match about $181,444 at 4% or $120,963 at 6%; with 100% employer match about $136,083 at 4% or $90,722 at 6%.
2017134$2,135,185$513,594$15,106iApproximate average salary by contribution assumption: employee only about $377,643 at 4% or $251,762 at 6%; with 50% employer match about $251,762 at 4% or $167,841 at 6%; with 100% employer match about $188,821 at 4% or $125,881 at 6%.
Montgomery and Graham 401(K) Retirement Plan-34$2,135,185$513,594$15,106iApproximate average salary by contribution assumption: employee only about $377,643 at 4% or $251,762 at 6%; with 50% employer match about $251,762 at 4% or $167,841 at 6%; with 100% employer match about $188,821 at 4% or $125,881 at 6%.
2016129$1,338,583$321,901$11,100iApproximate average salary by contribution assumption: employee only about $277,501 at 4% or $185,001 at 6%; with 50% employer match about $185,001 at 4% or $123,334 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
Montgomery and Graham 401(K) Retirement Plan-29$1,338,583$321,901$11,100iApproximate average salary by contribution assumption: employee only about $277,501 at 4% or $185,001 at 6%; with 50% employer match about $185,001 at 4% or $123,334 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
2015127$938,694$262,031$9,705iApproximate average salary by contribution assumption: employee only about $242,621 at 4% or $161,748 at 6%; with 50% employer match about $161,748 at 4% or $107,832 at 6%; with 100% employer match about $121,311 at 4% or $80,874 at 6%.
Montgomery and Graham 401(K) Retirement Plan-27$938,694$262,031$9,705iApproximate average salary by contribution assumption: employee only about $242,621 at 4% or $161,748 at 6%; with 50% employer match about $161,748 at 4% or $107,832 at 6%; with 100% employer match about $121,311 at 4% or $80,874 at 6%.
2014124$689,407$665,698$27,737iApproximate average salary by contribution assumption: employee only about $693,435 at 4% or $462,290 at 6%; with 50% employer match about $462,290 at 4% or $308,194 at 6%; with 100% employer match about $346,718 at 4% or $231,145 at 6%.
Montgomery and Graham 401(K) Retirement Plan-24$689,407$665,698$27,737iApproximate average salary by contribution assumption: employee only about $693,435 at 4% or $462,290 at 6%; with 50% employer match about $462,290 at 4% or $308,194 at 6%; with 100% employer match about $346,718 at 4% or $231,145 at 6%.