Plan5500

Montgomery'S 401(K) Plan — Form 5500 plan (Montgomerys Furniture, Inc.)

Plain-English plan 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, Montgomery'S 401(K) Plan is a benefit plan reported by Montgomerys Furniture, Inc. under EIN 46-0399263 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $4,221,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Montgomerys Furniture, Inc.
EIN
46-0399263
Plan number
001
Plan type
2
Location
Madison, SD
Latest filing year
2023
Participants
143
End-of-year plan assets
$4,221,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241004095054NAL0022368914003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,221,886
Net assets (EOY)
$4,221,886
Net assets (BOY)
$3,550,632

Income & contributions

Employer contributions
$144,468
Participant contributions
$257,837
Total contributions
$402,305
Total income / additions
$1,139,340

Expenses & distributions

Benefits paid
$466,371
Administrative expenses
$1,715
Total expenses
$468,086
Net increase / (decrease)
$671,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$9,013$02023

Related Form 5500 pages