How big is Montgomery Cardiovascular Associate's plan?

Montgomery Cardiovascular Associate's plan reported $15.3M in assets and 93 participants for 2024.

Original filing (PDF)20250903120037NAL0015163297001

Montgomery Cardiovascular Associate

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

Form 5500-SF

FILING_RECEIVED

Montgomery Cardiovascular Associates, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Montgomery Cardiovascular Associate's Montgomery Cardiovascular Associates, P.C. 401(k) Profit Sharing Plan held $15.3M in plan assets for 93 participants in 2024.

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

People on this filing

Rick Roney signed Montgomery Cardiovascular Associate's 2024 Form 5500 as plan administrator.

Rick Roney — 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 Cardiovascular Associate's EIN is 63-0691533.

EIN 63-0691533

Plan number 001

Plan year 2024

ACK ID 20250903120037NAL0015163297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Cardiovascular Associate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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