Plan5500

Montgomery Village, MD Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Montgomery Village, MD has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $18,389,554 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Montgomery Village

  • 6 loaded plans hold $18.4M in reported assets across 6 sponsors.
  • The largest, Macris, Hendricks & Glascock, P.A. 401(K) Profit Sharing Plan And Trust, holds 40% of reported Montgomery Village plan assets.
  • Plans cover 1,139 participants — about 190 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.4MSummed across loaded plans$18,389,554
Total reported assets$18.4M$18,389,554
Total reported participants1.1K1,139
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.4M total assets
Net assets$18.4MLiabilities$0
Contributions & income
Employer contributions$680.9K
Participant contributions$986.9K
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montgomery Village, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Montgomery Village market comparison

Largest plan share of assets40%Macris, Hendricks & Glascock, P.A. 401(K) Profit Sharing Plan And Trust
Participants per plan190Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Montgomery Village

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Macris, Hendricks & Glascock, P.A. 401(K) Profit Sharing Plan And Trust$7.4M
    Macris, Hendricks & Glascock P.A. · 2023
  2. 2
    Georgetown Hill Child Care Center, Inc. 401(K) Profit Sharing Plan$5.5M
    Georgetown Hill Child Care Center, Inc. · 2023
  3. 3
    Montgomery Village Foundation, Inc. Retirement And Savings Plan And Trust$5.2M
    Montgomery Village Foundation, Inc. · 2023
  4. 4
    Desmond - James, Inc. 401(K) Profit Sharing Plan$302.4K
    Desmond - James, Inc. · 2023
  5. 5
    Montgomery County Home Services Corp. 401(K) Plan$0
    Montgomery County Home Services Corp. · 2023
  6. 6
    Csaac Employee Benefits Plannot reported in the loaded dataset
    Csaac Inc · 2023

Largest plans in Montgomery Village → · Montgomery Village plans by participants → · Montgomery Village plans with financial data → · Montgomery Village plans with provider compensation → · $1B+ plans in Montgomery Village →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Montgomery Village, MD?
6 plan(s) reported by 6 sponsor(s) are loaded for Montgomery Village, MD.

Related Form 5500 pages