Montgomery Investment Management, Inc.

Rockville, MD

Florida

Registered In

07/15/2016

Incorp. Date

Foreign

Registration Type

Maryland

Foreign Jurisdiction

Company Summary

Montgomery Investment Management, Inc. at 6229 Executive Blvd, Rockville, Md 20852 lists Koonce Calvin S of Naples, FL and Koonce Janet of South Naples, FL.

Registered In: Florida
Incorporation Date: 07/15/2016
Registration Type: Foreign
Foreign Jurisdiction: Maryland
Company Type: Foreign Profit
Status: Active
EIN: 52-1513769
Website: miminvest.com
Email: *****@miminvest.com
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Corporation Service Company Registered Agent	1201 HAYS ST, TALLAHASSEE, FL 32301
Koonce Calvin S CEO/President	1575 GULF SHORE BLVD S, NAPLES, FL 34102 (View Past Addresses)
Koonce Janet Dire	1575 Gulf Shore Blvd, S Naples, FL 34102
Murphy Laura C Dire	2560 VANCE DR, MOUNT AIRY, MD 21771
Koonce Franklin S Director/Treasurer	138 VIERA DR, PALM BEACH GARDENS, FL 33418 (View Past Addresses)

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6229 EXECUTIVE BLVD, ROCKVILLE, MD 20852 View Map
6231 PGA BLVD STE 104-313, PALM BEACH GARDENS, FL 33418 (Mailing) View Map

Financial Information for Montgomery Investment Management, Inc.

Form 5500

MONTGOMERY INVESTMENT MANAGEMENT, INC.

6231 Pga Blvd, Suite 104-313, Palm Beach Gardens, FL 33418 (301) 897-9700 EIN:52-1513769 Plan Admin:Scott Koonce

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,903,538 / $2,228,963	2023	MONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$1,903,538 / $2,228,963
2022	Plan NameMONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,867,286 / $1,903,538	2022	MONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$1,867,286 / $1,903,538
2021	Plan NameMONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,818,201 / $1,867,286	2021	MONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$1,818,201 / $1,867,286
2020	Plan NameMONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,610,329 / $1,818,201	2020	MONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$1,610,329 / $1,818,201
2019	Plan NameMONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,306,285 / $1,610,329	2019	MONTGOMERY INVESTMENT MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	4 / 4	$1,306,285 / $1,610,329

Benefit & Retirement Plans based on Form 5500.

PPP Loans

MONTGOMERY INVESTMENT MANAGEMENT

6229 Executive Blvd., Rockville, MD 20852

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$87,500 Forgiven$88,086 LenderTruist Bank Jobs4	04/30/2020	$87,500	$88,086	Truist Bank	4

PPP Loans based on Paycheck Protection Program.

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Person/City Match:Koonce Calvin S - Naples, FL

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration

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