How big is Montgomery MSO Inc.'s plan?

Montgomery MSO Inc.'s plan reported $85K in assets and 33 participants for 2024.

Original filing (PDF)20250722131946NAL0006128050001

Montgomery MSO Inc.

Name: Montgomery MSO Inc. — Montgomery MSO Inc. - 401(k), Form 5500 (2024)
Creator: Montgomery MSO Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery MSO Inc. - 401(k)

401(k) retirement plan · Montgomery MSO Inc.'s Montgomery MSO Inc. - 401(k) held $85K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Shirley Horner signed Montgomery MSO Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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 MSO Inc.'s EIN is 81-0935325.

EIN 81-0935325

Plan number 001

Plan year 2024

ACK ID 20250722131946NAL0006128050001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery MSO Inc.'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 MSO INC.

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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

Knocking points off