2023 Form 5500 filing — Montgomery Family Enterprises, Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717094436NAL0002266291001) for Montgomery Family Enterprises, Inc. Retirement Plan, reported by Montgomery Family Enterprises, Inc. under EIN 85-3382560 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240717094436NAL0002266291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montgomery Family Enterprises, Inc.
- EIN
- 85-3382560
- Plan number
- 001
- Location
- Collegeville, PA
- Participants
- 27
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $998,652
- Net assets (EOY)
- $998,652
- Employer contributions
- $1,009
- Participant contributions
- $15,550
- Total income / additions
- $544,662
- Total expenses
- $1,279
- Net increase / (decrease)
- $543,383
- Schedule source
- Schedule I