Original filing (PDF)20250820205312NAL0006344880001

MONTGOMERY MEDICAL, INC.

Name: MONTGOMERY MEDICAL, INC. — MONTGOMERY MEDICAL, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MONTGOMERY MEDICAL, INC.

Form 5500-SF

FILING_RECEIVED

MONTGOMERY MEDICAL, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

MONTGOMERY MEDICAL, INC.

EIN

46-1856426

Address

105 LAUREL VIEW DRIVE · SUITE 104 · SMITHFIELD, PA · 15478

Phone

(724) 569-8100

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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