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  1. Companies/
  2. Russell S. Montgomery, M.D., Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Russell S. Montgomery, M.D., Inc.

EIN 83-2905160-Health Care and Social Assistance-Latest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
2
8145 E. BAILEY WAY - ANAHEIM HILLS, CA 92808714-883-5575
Plans on this EIN
1 filing
#001Cash balance-$3.0M - 2 part

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Retirement#001

RUSSELL S. MONTGOMERY, M.D., INC. CASH BALANCE PLAN

Cash balance

Assets$3.0M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RUSSELL S. MONTGOMERY, M.D., INC. CASH BALANCE PLANCash balance$3.0M22025
Retirement plans
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