How big is Montgomery and Newcomb LLC's plan?

Montgomery and Newcomb LLC's plan reported $251K in assets and 3 participants for 2023.

Original filing (PDF)20240925100149NAL0008224627001

Montgomery and Newcomb LLC

Name: Montgomery and Newcomb LLC — Montgomery and Newcomb, Form 5500 (2023)
Creator: Montgomery and Newcomb LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montgomery and Newcomb LLC 401(k) P/S Plan

401(k) retirement plan · Montgomery and Newcomb LLC's Montgomery and Newcomb LLC 401(k) P/S Plan held $251K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

People on this filing

Ray Marple signed Montgomery and Newcomb LLC's 2023 Form 5500 as plan administrator.

Ray Marple — 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 and Newcomb LLC's EIN is 82-5525489.

EIN 82-5525489

Plan number 001

Plan year 2023

ACK ID 20240925100149NAL0008224627001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Montgomery and Newcomb LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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