Montgomery Asset Management LLC
Plan context: Montgomery Asset Management LLC 401K Savings Plan
EIN 94-3273703 • 8 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
132
2002 Assets
$4,900,901
2002 Contributions
$1,236,936
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 132 | $4,900,901 | $1,236,936 | $9,371iApproximate average salary by contribution assumption: employee only about $234,268 at 4% or $156,179 at 6%; with 50% employer match about $156,179 at 4% or $104,119 at 6%; with 100% employer match about $117,134 at 4% or $78,089 at 6%. |
| Montgomery Asset Management LLC 401K Savings Plan | - | 122 | $4,900,901 | $1,236,936 | $10,139iApproximate average salary by contribution assumption: employee only about $253,470 at 4% or $168,980 at 6%; with 50% employer match about $168,980 at 4% or $112,654 at 6%; with 100% employer match about $126,735 at 4% or $84,490 at 6%. |
| Montgomery Asset Management LLC Welfare Benefit Plan | - | 132 | - | - | - |
| 2001 | 2 | 397 | $5,584,137 | $1,679,318 | $4,230iApproximate average salary by contribution assumption: employee only about $105,751 at 4% or $70,500 at 6%; with 50% employer match about $70,500 at 4% or $47,000 at 6%; with 100% employer match about $52,875 at 4% or $35,250 at 6%. |
| Montgomery Asset Management LLC 401K Savings Plan | - | 149 | $5,584,137 | $1,679,318 | $11,271iApproximate average salary by contribution assumption: employee only about $281,765 at 4% or $187,843 at 6%; with 50% employer match about $187,843 at 4% or $125,229 at 6%; with 100% employer match about $140,882 at 4% or $93,922 at 6%. |
| Montgomery Asset Management LLC Welfare Benefit Plan | - | 397 | - | - | - |
| 2000 | 2 | 207 | $5,442,388 | $1,610,783 | $7,782iApproximate average salary by contribution assumption: employee only about $194,539 at 4% or $129,693 at 6%; with 50% employer match about $129,693 at 4% or $86,462 at 6%; with 100% employer match about $97,270 at 4% or $64,846 at 6%. |
| Montgomery Asset Management LLC 401K Savings Plan | - | 204 | $5,442,388 | $1,610,783 | $7,896iApproximate average salary by contribution assumption: employee only about $197,400 at 4% or $131,600 at 6%; with 50% employer match about $131,600 at 4% or $87,733 at 6%; with 100% employer match about $98,700 at 4% or $65,800 at 6%. |
| Montgomery Asset Management LLC Welfare Benefit Plan | - | 207 | - | - | - |
| 1999 | 2 | 196 | $6,776,062 | $1,416,790 | $7,229iApproximate average salary by contribution assumption: employee only about $180,713 at 4% or $120,475 at 6%; with 50% employer match about $120,475 at 4% or $80,317 at 6%; with 100% employer match about $90,357 at 4% or $60,238 at 6%. |
| Montgomery Asset Management LLC 401K Savings Plan | - | 196 | $6,776,062 | $1,416,790 | $7,229iApproximate average salary by contribution assumption: employee only about $180,713 at 4% or $120,475 at 6%; with 50% employer match about $120,475 at 4% or $80,317 at 6%; with 100% employer match about $90,357 at 4% or $60,238 at 6%. |
| Montgomery Asset Management LLC Welfare Benefit Plan | - | 196 | - | - | - |