Original filing (PDF)20250319110136NAL0004940545001

MONTGOMERY INN, INC.

Name: MONTGOMERY INN, INC. — MONTGOMERY INN, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MONTGOMERY INN, INC.

Form 5500-SF

FILING_RECEIVED

MONTGOMERY INN, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTGOMERY INN, INC..

Plan sponsor

Name

MONTGOMERY INN, INC.

EIN

31-0970090

Address

9406 MAIN STREET · CINCINNATI, OH · 45242

Phone

(513) 791-1942

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-03-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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CASA RIO, INC.

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 49% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.