Original filing (PDF)20241227101652NAL0023063712001

Montgomery & Newcomb, LLC

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

Form 5500-SF

FILING_RECEIVED

Montgomery & Newcomb, LLC MCF Benefit Plan

Health & welfare plan · Montgomery & Newcomb, LLC's Montgomery & Newcomb, LLC MCF Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Becky Wekenborg signed Montgomery & Newcomb, LLC's 2023 Form 5500 as plan administrator.

Becky Wekenborg — 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 & Newcomb, LLC's EIN is 82-5525489.

EIN 82-5525489

Plan number 501

Plan year 2023

ACK ID 20241227101652NAL0023063712001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Montgomery & Newcomb, LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score