How big is Montgomery Vascular Surgery's plan?

Montgomery Vascular Surgery's plan reported $3.7M in assets and 25 participants for 2024.

Original filing (PDF)20250923091944NAL0007125968001

Montgomery Vascular Surgery

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

Form 5500-SF

FILING_RECEIVED

Montgomery Vascular Surgery 401(k) Plan

401(k) retirement plan · Montgomery Vascular Surgery's Montgomery Vascular Surgery 401(k) Plan held $3.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Robert E. Engles signed Montgomery Vascular Surgery's 2024 Form 5500 as plan administrator.

Robert E. Engles — 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 Vascular Surgery's EIN is 63-1046994.

EIN 63-1046994

Plan number 001

Plan year 2024

ACK ID 20250923091944NAL0007125968001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Vascular Surgery's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 VASCULAR SURGERY.

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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