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| Plan Name | MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| 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) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | MARK H.MONTGOMERY | 2021-04-19 | MARK H.MONTGOMERY | 2021-04-19 |
| 001 | 2019-01-01 | MARK MONTGOMERY | 2020-08-19 | MARK MONTGOMERY | 2020-08-19 |
| 001 | 2018-01-01 | MARK MONTGOMERY | 2019-05-01 | MARK MONTGOMERY | 2019-05-01 |
| 001 | 2017-01-01 | MARK MONTGOMERY | 2018-03-28 | MARK MONTGOMERY | 2018-03-28 |
| 001 | 2016-01-01 | MARK MONTGOMERY | 2017-05-04 | MARK MONTGOMERY | 2017-05-04 |
| 001 | 2015-01-01 | MARK MONTGOMERY | 2016-02-25 | MARK MONTGOMERY | 2016-02-25 |
| 001 | 2014-01-01 | MARK MONTGOMERY | 2015-04-29 | MARK MONTGOMERY | 2015-04-29 |
| 001 | 2013-01-01 | MARK MONTGOMERY | 2014-05-01 | MARK MONTGOMERY | 2014-05-01 |
| 001 | 2012-01-01 | MARK MONTGOMERY | 2013-06-27 | MARK MONTGOMERY | 2013-06-27 |
| 001 | 2011-01-01 | MARK MONTGOMERY | 2012-05-18 | MARK MONTGOMERY | 2012-05-18 |
| 001 | 2010-01-01 | MARK MONTGOMERY | MARK MONTGOMERY | 2011-10-15 | |
| 001 | 2009-01-01 | MARK MONTGOMERY | MARK MONTGOMERY | 2010-10-13 |
| 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-year | 2010-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 12 |
| Number of participants with account balances | 2010-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Total participants | 2009-01-01 | 10 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 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 sources | 2010-12-31 | $504,891 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $28,569 |
| Total plan assets at end of year | 2010-12-31 | $3,993,485 |
| Total plan assets at beginning of year | 2010-12-31 | $3,517,163 |
| Total contributions received or receivable from participants | 2010-12-31 | $52,940 |
| Other income received | 2010-12-31 | $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 |
| 2010: MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MARK H. MONTGOMERY, M.D., F.A.C.S., 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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