How big is Montgomery & Koebel, Inc.'s plan?

Montgomery & Koebel, Inc.'s plan reported $958K in assets and 2 participants for 2024.

Original filing (PDF)20250930173243NAL0005617779001

Montgomery & Koebel, Inc.

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

Form 5500-SF

FILING_RECEIVED

Montgomery & Koebel 401(k) PSP

401(k) retirement plan · Montgomery & Koebel, Inc.'s Montgomery & Koebel 401(k) PSP held $958K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$958K

Net assets (EOY)

$958K

Plan identifiers

Montgomery & Koebel, Inc.'s EIN is 65-0813779.

EIN 65-0813779

Plan number 001

Plan year 2024

ACK ID 20250930173243NAL0005617779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montgomery & Koebel, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery & Koebel, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MONTGOMERY & KOEBEL, INC

EIN

all filings

Address

12700 BISCAYNE BLVD SUITE 303 · N. MIAMI, FL · 33181

Phone

(305) 892-1876

Industry

Real Estate

Plan administrator