OpenERISA

Montgomery Advisors

Corte Madera, CA, 94925

EIN 94-3346341
Plans
2
Total participants
20
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
531110
Plan sponsors in CaliforniaReal Estate, Rental & Leasing

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Montgomery Advisors 401(K) Profit Sharing Plan And Trust2
2024Form 5500-SF002Montgomery Advisors Cash Balance Plan2
2023Form 5500-SF001Montgomery Advisors 401(K) Profit Sharing Plan And Trust2
2023Form 5500-SF002Montgomery Advisors Cash Balance Plan2
2022Form 5500-SF001Montgomery Advisors 401(K) Profit Sharing Plan And Trust2
2022Form 5500-SF002Montgomery Advisors Cash Balance Plan2
2021Form 5500-SF001Montgomery Advisors 401(K) Profit Sharing Plan And Trust2
2021Form 5500-SF002Montgomery Advisors Cash Balance Plan2
2020Form 5500-SF001Montgomery Advisors 401(K) Profit Sharing Plan And Trust2
2020Form 5500-SF002Montgomery Advisors Cash Balance Plan2

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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