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MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARK H. MONTGOMERY, M.D., F.A.C.S. has sponsored the creation of one or more 401k plans.

Company Name:MARK H. MONTGOMERY, M.D., F.A.C.S.
Employer identification number (EIN):010726435
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01MARK H.MONTGOMERY2021-04-19 MARK H.MONTGOMERY2021-04-19
0012019-01-01MARK MONTGOMERY2020-08-19 MARK MONTGOMERY2020-08-19
0012018-01-01MARK MONTGOMERY2019-05-01 MARK MONTGOMERY2019-05-01
0012017-01-01MARK MONTGOMERY2018-03-28 MARK MONTGOMERY2018-03-28
0012016-01-01MARK MONTGOMERY2017-05-04 MARK MONTGOMERY2017-05-04
0012015-01-01MARK MONTGOMERY2016-02-25 MARK MONTGOMERY2016-02-25
0012014-01-01MARK MONTGOMERY2015-04-29 MARK MONTGOMERY2015-04-29
0012013-01-01MARK MONTGOMERY2014-05-01 MARK MONTGOMERY2014-05-01
0012012-01-01MARK MONTGOMERY2013-06-27 MARK MONTGOMERY2013-06-27
0012011-01-01MARK MONTGOMERY2012-05-18 MARK MONTGOMERY2012-05-18
0012010-01-01MARK MONTGOMERY MARK MONTGOMERY2011-10-15
0012009-01-01MARK MONTGOMERY MARK MONTGOMERY2010-10-13

Plan Statistics for MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010: MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010 : MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$504,891
Expenses. Total of all expenses incurred2010-12-31$28,569
Total plan assets at end of year2010-12-31$3,993,485
Total plan assets at beginning of year2010-12-31$3,517,163
Total contributions received or receivable from participants2010-12-31$52,940
Other income received2010-12-31$433,396
Net income (gross income less expenses)2010-12-31$476,322
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,993,485
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,517,163
Total contributions received or receivable from employer(s)2010-12-31$18,555
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$28,569

Form 5500 Responses for MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST

2010: MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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