How big is R.W. Montgomery Insurance Services' plan?

R.W. Montgomery Insurance Services' plan reported $419K in assets and 3 participants for 2024.

Original filing (PDF)20250429110759NAL0000247443001

R.W. Montgomery Insurance Services

Name: R.W. Montgomery Insurance Services — R.W. Montgomery, Form 5500 (2024)
Creator: R.W. Montgomery Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.W. Montgomery Insurance Services 401(k) Profit Sharing Plan

401(k) retirement plan · R.W. Montgomery Insurance Services' R.W. Montgomery Insurance Services 401(k) Profit Sharing Plan held $419K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

Plan identifiers

R.W. Montgomery Insurance Services' EIN is 20-5488482.

EIN 20-5488482

Plan number 001

Plan year 2024

ACK ID 20250429110759NAL0000247443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R.W. Montgomery Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R.W. Montgomery Insurance Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.W. MONTGOMERY INSURANCE SERVICES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score