What is the most recent Form 5500 filing year for Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates?

The latest Form 5500 filing year loaded for Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates is 2023.

What are the reported plan assets for Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates?

Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates reports $26,135,965 in end-of-year plan assets in its latest loaded Form 5500 filing.

Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates — Form 5500 plan (Montgomery, Mccracken, Walker & Rhoads)

Plain-English plan 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 Retirement Savings Plan For Associates is a benefit plan reported by Montgomery, Mccracken, Walker & Rhoads under EIN 23-0888490 and plan number 004. The latest loaded filing year is 2023. The filing reports 108 participants and $26,135,965 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.1MPlan net assets, end of year$26,135,965

Participants108Covered participants reported

Assets / participant$242KComputed: assets ÷ participants$242,000 (computed)

Provider compensationNone reported

Plan sponsor: Montgomery, Mccracken, Walker & Rhoads
EIN: 23-0888490
Plan number: 004
Plan type: 2
Location: Philadelphia, PA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
108 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.1M total assets

Net assets$26.1MLiabilities$0

Money in vs. money out

Total income / additions$4.3M

Total expenses$3.8M

Benefits paid / distributions$3.7M

Contributions

Employer$0

Participant$713.5K

Full reported line items

Net assets

Total assets (EOY): $26,135,965
Total liabilities (EOY): $0
Net assets (EOY): $26,135,965
Net assets (BOY): $19,743,521

Income & contributions

Employer contributions: $0
Participant contributions: $713,530
Total income / additions: $4,297,168

Expenses & distributions

Benefits paid: $3,749,838
Administrative expenses: $10,151
Total expenses: $3,798,087
Net increase / (decrease): $499,081

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

100%

Employer 0%Participant 100%

Total expenses ÷ net assets15%Computed ratio

Benefits paid ÷ total income87%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates?: Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates is reported as sponsored by Montgomery, Mccracken, Walker & Rhoads (EIN 23-0888490, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates?: The latest Form 5500 filing year loaded for Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates is 2023.
How many participants does Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates report?: Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates reports 108 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates?: Montgomery, Mccracken, Walker & Rhoads, Llp Retirement Savings Plan For Associates reports $26,135,965 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.