2023 Form 5500 filing — Montgomery'S 401(K) 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 20241004095054NAL0022368914003) for Montgomery'S 401(K) Plan, reported by Montgomerys Furniture, Inc. under EIN 46-0399263 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004095054NAL0022368914003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montgomerys Furniture, Inc.
- EIN
- 46-0399263
- Plan number
- 001
- Location
- Madison, SD
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,221,886
- Net assets (EOY)
- $4,221,886
- Employer contributions
- $144,468
- Participant contributions
- $257,837
- Total income / additions
- $1,139,340
- Benefits paid
- $466,371
- Administrative expenses
- $1,715
- Total expenses
- $468,086
- Net increase / (decrease)
- $671,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $9,013 | $0 |