401k Plan data: WILLIAM P. MONTAGUE PENSION PLAN plan

WILLIAM P. MONTAGUE PENSION PLAN 401k Plan overview

Plan Name	WILLIAM P. MONTAGUE PENSION PLAN
Plan identification number	001

WILLIAM P. MONTAGUE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

WILLIAM P. MONTAGUE has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM P. MONTAGUE

Employer identification number (EIN): 100004244

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM P. MONTAGUE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 WILLIAM MONTAGUE WILLIAM MONTAGUE 2013-06-11
001 2012-01-01 WILLIAM MONTAGUE WILLIAM MONTAGUE 2013-06-05
001 2011-01-01 WILLIAM P. MONTAGUE WILLIAM P. MONTAGUE 2012-09-22
001 2009-01-01 WILLIAM MONTAGUE WILLIAM MONTAGUE 2010-07-22
001 2009-01-01 WILLIAM P. MONTAGUE WILLIAM P. MONTAGUE 2010-07-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	WILLIAM MONTAGUE	WILLIAM MONTAGUE	2013-06-11
001	2012-01-01	WILLIAM MONTAGUE	WILLIAM MONTAGUE	2013-06-05
001	2011-01-01	WILLIAM P. MONTAGUE	WILLIAM P. MONTAGUE	2012-09-22
001	2009-01-01	WILLIAM MONTAGUE	WILLIAM MONTAGUE	2010-07-22
001	2009-01-01	WILLIAM P. MONTAGUE	WILLIAM P. MONTAGUE	2010-07-21

Plan Statistics for WILLIAM P. MONTAGUE PENSION PLAN

401k plan membership statisitcs for WILLIAM P. MONTAGUE PENSION PLAN

Measure Date Value
2013: WILLIAM P. MONTAGUE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM P. MONTAGUE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM P. MONTAGUE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WILLIAM P. MONTAGUE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 0
Total of all active and inactive participants 2009-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: WILLIAM P. MONTAGUE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM P. MONTAGUE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM P. MONTAGUE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WILLIAM P. MONTAGUE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	0
Total of all active and inactive participants	2009-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAM P. MONTAGUE PENSION PLAN

Measure	Date	Value
2013 : WILLIAM P. MONTAGUE PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-18	$0
Total plan liabilities at end of year	2013-01-18	$0
Total plan liabilities at beginning of year	2013-01-18	$0
Total income from all sources	2013-01-18	$-91
Expenses. Total of all expenses incurred	2013-01-18	$115,920
Benefits paid (including direct rollovers)	2013-01-18	$115,894
Total plan assets at end of year	2013-01-18	$0
Total plan assets at beginning of year	2013-01-18	$116,011
Total contributions received or receivable from participants	2013-01-18	$0
Expenses. Other expenses not covered elsewhere	2013-01-18	$0
Contributions received from other sources (not participants or employers)	2013-01-18	$0
Other income received	2013-01-18	$-91
Noncash contributions received	2013-01-18	$0
Net income (gross income less expenses)	2013-01-18	$-116,011
Net plan assets at end of year (total assets less liabilities)	2013-01-18	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-01-18	$116,011
Total contributions received or receivable from employer(s)	2013-01-18	$0
Value of certain deemed distributions of participant loans	2013-01-18	$0
Value of corrective distributions	2013-01-18	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-18	$26
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-18	$0
2012 : WILLIAM P. MONTAGUE PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$182,072
Expenses. Total of all expenses incurred	2012-12-31	$971,077
Benefits paid (including direct rollovers)	2012-12-31	$967,667
Total plan assets at end of year	2012-12-31	$116,011
Total plan assets at beginning of year	2012-12-31	$905,016
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$66,734
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-789,005
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$116,011
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$905,016
Total contributions received or receivable from employer(s)	2012-12-31	$115,338
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WILLIAM P. MONTAGUE PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$112,491
Expenses. Total of all expenses incurred	2011-12-31	$3,849
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$905,016
Total plan assets at beginning of year	2011-12-31	$796,374
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-22,509
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$108,642
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$905,016
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$796,374
Total contributions received or receivable from employer(s)	2011-12-31	$135,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WILLIAM P. MONTAGUE PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$158,657
Expenses. Total of all expenses incurred	2010-12-31	$2,742
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$796,374
Total plan assets at beginning of year	2010-12-31	$640,459
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$57,513
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$155,915
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$796,374
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$640,459
Total contributions received or receivable from employer(s)	2010-12-31	$101,144
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WILLIAM P. MONTAGUE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WILLIAM P. MONTAGUE PENSION PLAN

2013: WILLIAM P. MONTAGUE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM P. MONTAGUE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM P. MONTAGUE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM P. MONTAGUE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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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Company Name:	WILLIAM P. MONTAGUE
Employer identification number (EIN):	100004244
NAIC Classification:	541600