How big is Montgomery Vision Care's plan?

Montgomery Vision Care's plan reported $3K in assets and 4 participants for 2023.

Original filing (PDF)20250327132429NAL0017357025001

Montgomery Vision Care

Name: Montgomery Vision Care — Montgomery Vision Care SOCA, Form 5500 (2023)
Creator: Montgomery Vision Care
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery Vision Care SOCA Benefit Plan

Health & welfare plan · Montgomery Vision Care's Montgomery Vision Care SOCA Benefit Plan held $3K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Montgomery Vision Care's 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Montgomery Vision Care's EIN is 26-1094296.

EIN 26-1094296

Plan number 501

Plan year 2023

ACK ID 20250327132429NAL0017357025001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Montgomery Vision Care from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Montgomery Vision Care's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score