401k Plan data: MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN plan

MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN
Plan identification number	001

MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MONTGOMERY & HANSEN, LLP has sponsored the creation of one or more 401k plans.

Company Name: MONTGOMERY & HANSEN, LLP

Employer identification number (EIN): 061695387

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIANNA RICHARDSON 2024-04-11
001 2022-01-01 BRIANNA RICHARDSON 2023-05-09
001 2021-01-01 BRIANNA RICHARDSON 2022-08-19
001 2020-01-01 BILL GRAVES 2021-09-09
001 2019-01-01 BILL GRAVES 2020-09-22
001 2019-01-01 BILL GRAVES 2021-03-19
001 2018-01-01 BILL GRAVES 2019-09-11
001 2017-01-01 BILL GRAVES 2018-07-18
001 2016-01-01 BILL GRAVES 2017-03-27
001 2015-01-01 BILL GRAVES 2016-07-13
001 2014-01-01 BILL GRAVES 2015-09-14
001 2013-01-01 JOHN MONTGOMERY 2014-09-11
001 2012-01-01 JOHN MONTGOMERY 2013-10-02
001 2011-01-01 JOHN MONTGOMERY 2012-10-08 JOHN MONTGOMERY 2012-10-08
001 2010-01-01 JOHN MONTGOMERY
001 2009-01-01 JOHN MONTGOMERY 2010-06-10
001 2009-01-01 JOHN MONTGOMERY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRIANNA RICHARDSON	2024-04-11
001	2022-01-01	BRIANNA RICHARDSON	2023-05-09
001	2021-01-01	BRIANNA RICHARDSON	2022-08-19
001	2020-01-01	BILL GRAVES	2021-09-09
001	2019-01-01	BILL GRAVES	2020-09-22
001	2019-01-01	BILL GRAVES	2021-03-19
001	2018-01-01	BILL GRAVES	2019-09-11
001	2017-01-01	BILL GRAVES	2018-07-18
001	2016-01-01	BILL GRAVES	2017-03-27
001	2015-01-01	BILL GRAVES	2016-07-13
001	2014-01-01	BILL GRAVES	2015-09-14
001	2013-01-01	JOHN MONTGOMERY	2014-09-11
001	2012-01-01	JOHN MONTGOMERY	2013-10-02
001	2011-01-01	JOHN MONTGOMERY	2012-10-08	JOHN MONTGOMERY	2012-10-08
001	2010-01-01	JOHN MONTGOMERY
001	2009-01-01			JOHN MONTGOMERY	2010-06-10
001	2009-01-01	JOHN MONTGOMERY

Plan Statistics for MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN

Measure Date Value
2010: MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
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 4
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 13
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: MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
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	4
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2010 : MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$273,504
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,016,686
Total plan assets at beginning of year	2010-12-31	$743,182
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$129,058
Other income received	2010-12-31	$126,368
Net income (gross income less expenses)	2010-12-31	$273,504
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,016,686
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$743,182
Total contributions received or receivable from employer(s)	2010-12-31	$18,078

Form 5500 Responses for MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN

2010: MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MONTGOMERY & HANSEN, LLP PROFIT SHARING 401(K) PLAN 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MONTGOMERY & HANSEN, LLP
Employer identification number (EIN):	061695387
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers