How big is Montgomery Academy's plan?

Montgomery Academy's plan reported $9.1M in assets and 63 participants for 2024.

Original filing (PDF)20250805230524NAL0002571651001

Montgomery Academy

Name: Montgomery Academy — Montgomery Academy Profit, Form 5500 (2024)
Creator: Montgomery Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery Academy Profit Sharing Plan

401(k) retirement plan · Montgomery Academy's Montgomery Academy Profit Sharing Plan held $9.1M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

Plan identifiers

Montgomery Academy's EIN is 22-1913112.

EIN 22-1913112

Plan number 003

Plan year 2024

ACK ID 20250805230524NAL0002571651001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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