Montgomery Family Enterprises, Inc. Retirement Plan — Form 5500 plan (Montgomery Family Enterprises, 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 Family Enterprises, Inc. Retirement Plan is a benefit plan reported by Montgomery Family Enterprises, Inc. under EIN 85-3382560 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $998,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montgomery Family Enterprises, Inc.
- EIN
- 85-3382560
- Plan number
- 001
- Plan type
- 2
- Location
- Collegeville, PA
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $998,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240717094436NAL0002266291001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $998,652
- Net assets (EOY)
- $998,652
- Net assets (BOY)
- $455,269
Income & contributions
- Employer contributions
- $1,009
- Participant contributions
- $15,550
- Total income / additions
- $544,662
Expenses & distributions
- Total expenses
- $1,279
- Net increase / (decrease)
- $543,383
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.