How big is Montgomery Professional Assoc Inc.'s plan?

Montgomery Professional Assoc Inc.'s plan reported $3.3M in assets and 3 participants for 2025.

Original filing (PDF)20260429124128NAL0005903539001

Montgomery Professional Assoc Inc.

Name: Montgomery Professional Assoc Inc. — Montgomery, Form 5500 (2025)
Creator: Montgomery Professional Assoc Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery Professional Assoc Inc. 401(k) Plan

401(k) retirement plan · Montgomery Professional Assoc Inc.'s Montgomery Professional Assoc Inc. 401(k) Plan held $3.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Montgomery Professional Assoc Inc.'s EIN is 31-1011921.

EIN 31-1011921

Plan number 001

Plan year 2025

ACK ID 20260429124128NAL0005903539001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Montgomery Professional Assoc Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Montgomery Professional Assoc Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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