Plan Snapshot
- Plan Sponsor: Montgomery Self Storage
- Sponsor EIN: 201669415
- Sponsor Address: 9 FACTORY STREET, MONTGOMERY, NY, 10922
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $188,617
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $188,617 | $0 | $30,500 |
| 2023 | 1 | $137,011 | $7,000 | $30,000 |