Montgomery Insurance and Investments Agency, Inc.
Ohio
Ohio
Registered In
08/02/1990
Incorp. Date
Company Summary
Montgomery Insurance and Investments Agency, Inc. in Ohio lists Bradley T Montgomery as the associate.
- Registered In
- Ohio
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Corporation for Profit
- Status
- A
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Bradley T M0ntgomery
Registered Agent
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114 S DETROIT ST, XENIA, OH 45385
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Bradley T Montgomery
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Financial Information for Montgomery Insurance and Investments Agency, Inc.
Form 5500
MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC.
114 South Detroit Street, Xenia, Oh 45385 (937) 372-7646 EIN:31-1304722 Plan Admin:James L. Saner Jr.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 25 Assets BOY/EOY$6,516,859 / $3,747,948 | 2022 | MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 28 / 25 | $6,516,859 / $3,747,948 |
| 2022 | Plan NameMONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY10 / 12 Assets BOY/EOY$27,780 / $37,221 | 2022 | MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. SOCA BENEFIT PLAN - Plan #501 | 10 / 12 | $27,780 / $37,221 |
| 2021 | Plan NameMONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY29 / 27 Assets BOY/EOY$6,769,806 / $6,516,859 | 2021 | MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 29 / 27 | $6,769,806 / $6,516,859 |
| 2021 | Plan NameMONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY10 / 10 Assets BOY/EOY$22,660 / $27,780 | 2021 | MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INC. SOCA BENEFIT PLAN - Plan #501 | 10 / 10 | $22,660 / $27,780 |
| 2020 | Plan NameMONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY29 / 29 Assets BOY/EOY$5,726,972 / $6,769,806 | 2020 | MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 29 / 29 | $5,726,972 / $6,769,806 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Montgomery Insurance and Investments Agency, Inc.
Registered in West Virginia
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Xenia, OH | View Report | |
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Montgomery Insurance and Investments Agency Inc.
Registered in Virginia
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Virginia | View Report |
The following government agencies have contributed data:
Ohio Secretary of State U.S. Department of Labor
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