Civic Intelligence

Montgomery, Glick & Company

Plan context: Montgomery, Glick & Company 401K Profit Sharing Plan

EIN 95-4489850 • Calabasas, CA • 27 filings • 2 plans

23801 Calabasas Road, Suite 103Calabasas, CA 91302
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$4,117,227

2025 Contributions

$171,629

Historical Graphs

Total Assets Over Time

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

$4,117,227$2,058,614$0199920122025YearValue
$4,117,227Latest year 2025

Participants Over Time

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

1050199920122025YearValue
9Latest year 2025

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
202519$4,117,227$171,629$19,070iApproximate average salary by contribution assumption: employee only about $476,747 at 4% or $317,831 at 6%; with 50% employer match about $317,831 at 4% or $211,888 at 6%; with 100% employer match about $238,374 at 4% or $158,916 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$4,117,227$171,629$19,070iApproximate average salary by contribution assumption: employee only about $476,747 at 4% or $317,831 at 6%; with 50% employer match about $317,831 at 4% or $211,888 at 6%; with 100% employer match about $238,374 at 4% or $158,916 at 6%.
2024110$3,569,343$167,118$16,712iApproximate average salary by contribution assumption: employee only about $417,795 at 4% or $278,530 at 6%; with 50% employer match about $278,530 at 4% or $185,687 at 6%; with 100% employer match about $208,898 at 4% or $139,265 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$3,569,343$167,118$16,712iApproximate average salary by contribution assumption: employee only about $417,795 at 4% or $278,530 at 6%; with 50% employer match about $278,530 at 4% or $185,687 at 6%; with 100% employer match about $208,898 at 4% or $139,265 at 6%.
2023110$3,170,951$162,256$16,226iApproximate average salary by contribution assumption: employee only about $405,640 at 4% or $270,427 at 6%; with 50% employer match about $270,427 at 4% or $180,284 at 6%; with 100% employer match about $202,820 at 4% or $135,213 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$3,170,951$162,256$16,226iApproximate average salary by contribution assumption: employee only about $405,640 at 4% or $270,427 at 6%; with 50% employer match about $270,427 at 4% or $180,284 at 6%; with 100% employer match about $202,820 at 4% or $135,213 at 6%.
2022110$2,605,479$136,688$13,669iApproximate average salary by contribution assumption: employee only about $341,720 at 4% or $227,813 at 6%; with 50% employer match about $227,813 at 4% or $151,876 at 6%; with 100% employer match about $170,860 at 4% or $113,907 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$2,605,479$136,688$13,669iApproximate average salary by contribution assumption: employee only about $341,720 at 4% or $227,813 at 6%; with 50% employer match about $227,813 at 4% or $151,876 at 6%; with 100% employer match about $170,860 at 4% or $113,907 at 6%.
202119$2,999,332$133,215$14,802iApproximate average salary by contribution assumption: employee only about $370,042 at 4% or $246,694 at 6%; with 50% employer match about $246,694 at 4% or $164,463 at 6%; with 100% employer match about $185,021 at 4% or $123,347 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$2,999,332$133,215$14,802iApproximate average salary by contribution assumption: employee only about $370,042 at 4% or $246,694 at 6%; with 50% employer match about $246,694 at 4% or $164,463 at 6%; with 100% employer match about $185,021 at 4% or $123,347 at 6%.
2020110$3,721,982$137,239$13,724iApproximate average salary by contribution assumption: employee only about $343,098 at 4% or $228,732 at 6%; with 50% employer match about $228,732 at 4% or $152,488 at 6%; with 100% employer match about $171,549 at 4% or $114,366 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$3,721,982$137,239$13,724iApproximate average salary by contribution assumption: employee only about $343,098 at 4% or $228,732 at 6%; with 50% employer match about $228,732 at 4% or $152,488 at 6%; with 100% employer match about $171,549 at 4% or $114,366 at 6%.
2019110$3,323,056$133,208$13,321iApproximate average salary by contribution assumption: employee only about $333,020 at 4% or $222,013 at 6%; with 50% employer match about $222,013 at 4% or $148,009 at 6%; with 100% employer match about $166,510 at 4% or $111,007 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$3,323,056$133,208$13,321iApproximate average salary by contribution assumption: employee only about $333,020 at 4% or $222,013 at 6%; with 50% employer match about $222,013 at 4% or $148,009 at 6%; with 100% employer match about $166,510 at 4% or $111,007 at 6%.
2018110$2,847,544$128,577$12,858iApproximate average salary by contribution assumption: employee only about $321,443 at 4% or $214,295 at 6%; with 50% employer match about $214,295 at 4% or $142,863 at 6%; with 100% employer match about $160,721 at 4% or $107,148 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$2,847,544$128,577$12,858iApproximate average salary by contribution assumption: employee only about $321,443 at 4% or $214,295 at 6%; with 50% employer match about $214,295 at 4% or $142,863 at 6%; with 100% employer match about $160,721 at 4% or $107,148 at 6%.
2017110$2,839,630$137,606$13,761iApproximate average salary by contribution assumption: employee only about $344,015 at 4% or $229,343 at 6%; with 50% employer match about $229,343 at 4% or $152,896 at 6%; with 100% employer match about $172,008 at 4% or $114,672 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$2,839,630$137,606$13,761iApproximate average salary by contribution assumption: employee only about $344,015 at 4% or $229,343 at 6%; with 50% employer match about $229,343 at 4% or $152,896 at 6%; with 100% employer match about $172,008 at 4% or $114,672 at 6%.
201619$2,441,984$122,844$13,649iApproximate average salary by contribution assumption: employee only about $341,233 at 4% or $227,489 at 6%; with 50% employer match about $227,489 at 4% or $151,659 at 6%; with 100% employer match about $170,617 at 4% or $113,744 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$2,441,984$122,844$13,649iApproximate average salary by contribution assumption: employee only about $341,233 at 4% or $227,489 at 6%; with 50% employer match about $227,489 at 4% or $151,659 at 6%; with 100% employer match about $170,617 at 4% or $113,744 at 6%.
201519$2,224,590$106,554$11,839iApproximate average salary by contribution assumption: employee only about $295,983 at 4% or $197,322 at 6%; with 50% employer match about $197,322 at 4% or $131,548 at 6%; with 100% employer match about $147,992 at 4% or $98,661 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$2,224,590$106,554$11,839iApproximate average salary by contribution assumption: employee only about $295,983 at 4% or $197,322 at 6%; with 50% employer match about $197,322 at 4% or $131,548 at 6%; with 100% employer match about $147,992 at 4% or $98,661 at 6%.
201419$2,175,401$102,568$11,396iApproximate average salary by contribution assumption: employee only about $284,911 at 4% or $189,941 at 6%; with 50% employer match about $189,941 at 4% or $126,627 at 6%; with 100% employer match about $142,456 at 4% or $94,970 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$2,175,401$102,568$11,396iApproximate average salary by contribution assumption: employee only about $284,911 at 4% or $189,941 at 6%; with 50% employer match about $189,941 at 4% or $126,627 at 6%; with 100% employer match about $142,456 at 4% or $94,970 at 6%.
201319$1,953,876$92,283$10,254iApproximate average salary by contribution assumption: employee only about $256,342 at 4% or $170,894 at 6%; with 50% employer match about $170,894 at 4% or $113,930 at 6%; with 100% employer match about $128,171 at 4% or $85,447 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$1,953,876$92,283$10,254iApproximate average salary by contribution assumption: employee only about $256,342 at 4% or $170,894 at 6%; with 50% employer match about $170,894 at 4% or $113,930 at 6%; with 100% employer match about $128,171 at 4% or $85,447 at 6%.
201219$1,517,420$89,763$9,974iApproximate average salary by contribution assumption: employee only about $249,342 at 4% or $166,228 at 6%; with 50% employer match about $166,228 at 4% or $110,819 at 6%; with 100% employer match about $124,671 at 4% or $83,114 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$1,517,420$89,763$9,974iApproximate average salary by contribution assumption: employee only about $249,342 at 4% or $166,228 at 6%; with 50% employer match about $166,228 at 4% or $110,819 at 6%; with 100% employer match about $124,671 at 4% or $83,114 at 6%.
201119$1,294,843$79,650$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$1,294,843$79,650$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
201019$1,243,897$73,085$8,121iApproximate average salary by contribution assumption: employee only about $203,014 at 4% or $135,343 at 6%; with 50% employer match about $135,343 at 4% or $90,228 at 6%; with 100% employer match about $101,507 at 4% or $67,671 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$1,243,897$73,085$8,121iApproximate average salary by contribution assumption: employee only about $203,014 at 4% or $135,343 at 6%; with 50% employer match about $135,343 at 4% or $90,228 at 6%; with 100% employer match about $101,507 at 4% or $67,671 at 6%.
2009110$1,088,005$75,684$7,568iApproximate average salary by contribution assumption: employee only about $189,210 at 4% or $126,140 at 6%; with 50% employer match about $126,140 at 4% or $84,093 at 6%; with 100% employer match about $94,605 at 4% or $63,070 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$1,088,005$75,684$7,568iApproximate average salary by contribution assumption: employee only about $189,210 at 4% or $126,140 at 6%; with 50% employer match about $126,140 at 4% or $84,093 at 6%; with 100% employer match about $94,605 at 4% or $63,070 at 6%.
200818$802,734$121,487$15,186iApproximate average salary by contribution assumption: employee only about $379,647 at 4% or $253,098 at 6%; with 50% employer match about $253,098 at 4% or $168,732 at 6%; with 100% employer match about $189,823 at 4% or $126,549 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-8$802,734$121,487$15,186iApproximate average salary by contribution assumption: employee only about $379,647 at 4% or $253,098 at 6%; with 50% employer match about $253,098 at 4% or $168,732 at 6%; with 100% employer match about $189,823 at 4% or $126,549 at 6%.
200718$1,032,436$118,824$14,853iApproximate average salary by contribution assumption: employee only about $371,325 at 4% or $247,550 at 6%; with 50% employer match about $247,550 at 4% or $165,033 at 6%; with 100% employer match about $185,663 at 4% or $123,775 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-8$1,032,436$118,824$14,853iApproximate average salary by contribution assumption: employee only about $371,325 at 4% or $247,550 at 6%; with 50% employer match about $247,550 at 4% or $165,033 at 6%; with 100% employer match about $185,663 at 4% or $123,775 at 6%.
200615$834,900$120,621$24,124iApproximate average salary by contribution assumption: employee only about $603,105 at 4% or $402,070 at 6%; with 50% employer match about $402,070 at 4% or $268,047 at 6%; with 100% employer match about $301,553 at 4% or $201,035 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-5$834,900$120,621$24,124iApproximate average salary by contribution assumption: employee only about $603,105 at 4% or $402,070 at 6%; with 50% employer match about $402,070 at 4% or $268,047 at 6%; with 100% employer match about $301,553 at 4% or $201,035 at 6%.
200515$676,600$65,130$13,026iApproximate average salary by contribution assumption: employee only about $325,650 at 4% or $217,100 at 6%; with 50% employer match about $217,100 at 4% or $144,733 at 6%; with 100% employer match about $162,825 at 4% or $108,550 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-5$676,600$65,130$13,026iApproximate average salary by contribution assumption: employee only about $325,650 at 4% or $217,100 at 6%; with 50% employer match about $217,100 at 4% or $144,733 at 6%; with 100% employer match about $162,825 at 4% or $108,550 at 6%.
200416$594,460$63,903$10,651iApproximate average salary by contribution assumption: employee only about $266,263 at 4% or $177,508 at 6%; with 50% employer match about $177,508 at 4% or $118,339 at 6%; with 100% employer match about $133,131 at 4% or $88,754 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-6$594,460$63,903$10,651iApproximate average salary by contribution assumption: employee only about $266,263 at 4% or $177,508 at 6%; with 50% employer match about $177,508 at 4% or $118,339 at 6%; with 100% employer match about $133,131 at 4% or $88,754 at 6%.
200319$494,406$69,493$7,721iApproximate average salary by contribution assumption: employee only about $193,036 at 4% or $128,691 at 6%; with 50% employer match about $128,691 at 4% or $85,794 at 6%; with 100% employer match about $96,518 at 4% or $64,345 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$494,406$69,493$7,721iApproximate average salary by contribution assumption: employee only about $193,036 at 4% or $128,691 at 6%; with 50% employer match about $128,691 at 4% or $85,794 at 6%; with 100% employer match about $96,518 at 4% or $64,345 at 6%.
2002110$340,370$70,074$7,007iApproximate average salary by contribution assumption: employee only about $175,185 at 4% or $116,790 at 6%; with 50% employer match about $116,790 at 4% or $77,860 at 6%; with 100% employer match about $87,593 at 4% or $58,395 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$340,370$70,074$7,007iApproximate average salary by contribution assumption: employee only about $175,185 at 4% or $116,790 at 6%; with 50% employer match about $116,790 at 4% or $77,860 at 6%; with 100% employer match about $87,593 at 4% or $58,395 at 6%.
2001110$349,511$70,913$7,091iApproximate average salary by contribution assumption: employee only about $177,283 at 4% or $118,188 at 6%; with 50% employer match about $118,188 at 4% or $78,792 at 6%; with 100% employer match about $88,641 at 4% or $59,094 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-10$349,511$70,913$7,091iApproximate average salary by contribution assumption: employee only about $177,283 at 4% or $118,188 at 6%; with 50% employer match about $118,188 at 4% or $78,792 at 6%; with 100% employer match about $88,641 at 4% or $59,094 at 6%.
200018$366,542$61,338$7,667iApproximate average salary by contribution assumption: employee only about $191,681 at 4% or $127,788 at 6%; with 50% employer match about $127,788 at 4% or $85,192 at 6%; with 100% employer match about $95,841 at 4% or $63,894 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-8$366,542$61,338$7,667iApproximate average salary by contribution assumption: employee only about $191,681 at 4% or $127,788 at 6%; with 50% employer match about $127,788 at 4% or $85,192 at 6%; with 100% employer match about $95,841 at 4% or $63,894 at 6%.
199919$368,381$54,561$6,062iApproximate average salary by contribution assumption: employee only about $151,558 at 4% or $101,039 at 6%; with 50% employer match about $101,039 at 4% or $67,359 at 6%; with 100% employer match about $75,779 at 4% or $50,519 at 6%.
Montgomery, Glick & Company 401K Profit Sharing Plan-9$368,381$54,561$6,062iApproximate average salary by contribution assumption: employee only about $151,558 at 4% or $101,039 at 6%; with 50% employer match about $101,039 at 4% or $67,359 at 6%; with 100% employer match about $75,779 at 4% or $50,519 at 6%.