Montgomery Group, PLLC

Registered In: Washington
Incorporation Date: 11/19/2009
Registration Type: Domestic
Company Type: Wa Professional Limited Liability Company
Status: Active
Email: ***********@wradvisors.com
Phone: (509) 751-****
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Donald T Montgomery Registered Agent	2683 25TH ST, CLARKSTON, WA 99403
Donald Montgomery

913 6TH ST, CLARKSTON, WA 99403 View Map

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Financial Information for Montgomery Group, PLLC

Form 5500

MONTGOMERY GROUP PLLC

913 6th Street, Clarkston, Wa 99403 (509) 254-5060 EIN:27-1368919 Plan Admin:Dale Stevens

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMONTGOMERY GROUP PLLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$169,920 / $146,941	2022	MONTGOMERY GROUP PLLC 401(K) PLAN - Plan #001	2 / 3	$169,920 / $146,941
2021	Plan NameMONTGOMERY GROUP PLLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$105,484 / $169,920	2021	MONTGOMERY GROUP PLLC 401(K) PLAN - Plan #001	2 / 2	$105,484 / $169,920
2020	Plan NameMONTGOMERY GROUP PLLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$39,896 / $105,484	2020	MONTGOMERY GROUP PLLC 401(K) PLAN - Plan #001	2 / 2	$39,896 / $105,484
2019	Plan NameMONTGOMERY GROUP PLLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $39,896	2019	MONTGOMERY GROUP PLLC 401(K) PLAN - Plan #001	0 / 2	$0 / $39,896

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

Washington Secretary of State U.S. Department of Labor

Company Summary

Financial Information for Montgomery Group, PLLC

MONTGOMERY GROUP PLLC