JAMES MONTGOMERY & ASSOCIATES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: JAMES MONTGOMERY & ASSOCIATES 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-14 | 6 |
| Total number of particpants at end of year | 2025-10-14 | 6 |
| Number of Participants With Account Balances | 2025-10-14 | 6 |
| 2024: JAMES MONTGOMERY & ASSOCIATES 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-16 | 16 |
| Total number of particpants at end of year | 2024-10-16 | 6 |
| Number of Participants With Account Balances | 2024-10-16 | 6 |
| 2022: JAMES MONTGOMERY & ASSOCIATES 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-17 | 19 |
| Total number of particpants at end of year | 2022-10-17 | 19 |
| Number of Participants With Account Balances | 2022-10-17 | 19 |
| 2009: JAMES MONTGOMERY & ASSOCIATES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 24 |
| Total participants | 2009-01-01 | 24 |
| Number of participants with account balances | 2009-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : JAMES MONTGOMERY & ASSOCIATES 2025 401k financial data |
|---|
| Net assets as of the end of the plan year | 2025-10-14 | 14065 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 13006 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 1500 |
| Participant contributions to plan in this plan year | 2025-10-14 | 0 |
| Other contributions to plan in this plan year | 2025-10-14 | 0 |
| Other income to plan in this plan year | 2025-10-14 | 1059 |
| Plan net income in this plan year | 2025-10-14 | 1059 |
| Net assets as of the end of the plan year | 2025-10-14 | 14065 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 13006 |
| Employer contributions to plan in this plan year | 2025-10-14 | 0 |
| 2024 : JAMES MONTGOMERY & ASSOCIATES 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-16 | 438315 |
| Net assets as of the end of the plan year | 2024-10-16 | 13006 |
| Total assets as of the beginning of the plan year | 2024-10-16 | 424305 |
| Value of plan covered by a fidelity bond | 2024-10-16 | 50000 |
| Other income to plan in this plan year | 2024-10-16 | 27016 |
| Plan net income in this plan year | 2024-10-16 | -411299 |
| Net assets as of the end of the plan year | 2024-10-16 | 13006 |
| Net assets as of the beginning of the plan year | 2024-10-16 | 424305 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-16 | 1825 |
| 2022 : JAMES MONTGOMERY & ASSOCIATES 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-17 | 8061 |
| Net assets as of the end of the plan year | 2022-10-17 | 657894 |
| Total assets as of the beginning of the plan year | 2022-10-17 | 426953 |
| Value of plan covered by a fidelity bond | 2022-10-17 | 150000 |
| Participant contributions to plan in this plan year | 2022-10-17 | 49745 |
| Value of participant loans at end of plan year | 2022-10-17 | 125 |
| Other contributions to plan in this plan year | 2022-10-17 | 100000 |
| Other income to plan in this plan year | 2022-10-17 | 74156 |
| Plan net income in this plan year | 2022-10-17 | 230940 |
| Net assets as of the end of the plan year | 2022-10-17 | 657894 |
| Net assets as of the beginning of the plan year | 2022-10-17 | 426953 |
| Employer contributions to plan in this plan year | 2022-10-17 | 15100 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-17 | 2291 |
| 2010 : JAMES MONTGOMERY & ASSOCIATES 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $139,927 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,025 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,605 |
| Total plan assets at end of year | 2010-12-31 | $491,918 |
| Total plan assets at beginning of year | 2010-12-31 | $362,016 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $52,829 |
| Other income received | 2010-12-31 | $30,102 |
| Net income (gross income less expenses) | 2010-12-31 | $129,902 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $491,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $362,016 |
| Assets. Value of participant loans | 2010-12-31 | $4,971 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $56,996 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $4,420 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
