Plan Snapshot
- Plan Sponsor: L&M Montgomery Enterprises INC.
- Sponsor EIN: 332161559
- Sponsor Address: 3325 BIG SKY WAY, BRADENTON, FL, 34211
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2
- Total Assets: $155,020
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $155,020 | $0 | $0 |
| 2024 | 2 | $344,877 | $0 | $0 |