Plan5500

Montgomery Mccracken Walker & Rhoads Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Mccracken Walker & Rhoads Llp (EIN 23-0888490) is a plan sponsor located in Philadelphia, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-0888490
Location
Philadelphia, PA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Montgomery Mccracken Walker & Rhoads Llp

  • 3 loaded plans hold $92.6M in reported assets.
  • The largest, Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan, holds 72% of this company's reported plan assets.
  • Plans cover 430 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$92.6MSummed across loaded plans$92,576,231
Total reported assets$92.6M$92,576,231
Total reported participants430
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$92.6M total assets
Net assets$92.6MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.9M
Total income / additions$18M
Expenses & distributions
Benefits paid / distributions$7.7M
Total expenses$7.8M
Net increase / (decrease)$10.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets72%Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan
Participants per plan143Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan$66.4M
    Plan #001 · 167 participants · 2023
  2. 2
    Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates$26.1M
    Plan #004 · 108 participants · 2023
  3. 3
    Montgomery, Mccracken, Walker & Rhoads, Llp Flexible Benefits Plannot reported in the loaded dataset
    Plan #501 · 155 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Montgomery Mccracken Walker & Rhoads Llp. Open one for its full reported snapshot.

  1. 2023
    Montgomery, Mccracken, Walker & Rhoads, Llp Flexible Benefits Plan155 participants · 2No schedules
    View filing →
  2. 2023
    Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates108 participants · 2Sch I
    View filing →
  3. 2023
    Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan167 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Montgomery Mccracken Walker & Rhoads Llp report on Form 5500?
Montgomery Mccracken Walker & Rhoads Llp (EIN 23-0888490) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Montgomery Mccracken Walker & Rhoads Llp?
The Employer Identification Number (EIN) reported for Montgomery Mccracken Walker & Rhoads Llp is 23-0888490.
What is the latest Form 5500 filing year for Montgomery Mccracken Walker & Rhoads Llp?
The latest loaded Form 5500 filing year for Montgomery Mccracken Walker & Rhoads Llp is 2023.

Related Form 5500 pages