P 401(k) Plan Report

Stable plan record

THE MONTGOMERY FIRM 401(K)

Sponsored by THE MONTGOMERY FIRM, CPAS P. A. · EIN/PN 710765675-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,201
Administrative cost per participant
2025
Not reported
Active participants
2025
5
Total plan assets
2025
$991,183
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260630154703NAL00158744320015$2,201
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.