OpenERISA

Wallace Montgomery & Associates, LLP

Hunt Valley, MD, 21030

EIN 52-1051946
Plans
2
Total participants
2,000
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541330

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Wallace, Montgomery & Associates , LLP 401(K) Profit Sharing Plan223
2024Form 5500501Wallace, Montgomery & Associates LLP Welfare Plan231
2023Form 5500001Wallace, Montgomery & Associates , LLP 401(K) Profit Sharing Plan203
2023Form 5500501Wallace, Montgomery & Associates LLP Welfare Plan192
2022Form 5500001Wallace, Montgomery & Associates , LLP 401(K) Profit Sharing Plan187
2022Form 5500501Wallace, Montgomery & Associates LLP Welfare Plan126
2021Form 5500001Wallace, Montgomery & Associates 401(K) Profit Sharing Plan186
2021Form 5500501Wallace, Montgomery & Associates, LLP Employee Benefits Plan218
2020Form 5500001Wallace, Montgomery & Associates 401(K) Profit Sharing Plan218
2020Form 5500501Wallace, Montgomery & Associates, LLP Employee Benefits Plan216

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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