401k Plan data: MONTAG & CALDWELL 401(K) PROFIT SHARING PLAN plan

MONTAG & CALDWELL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MONTAG & CALDWELL 401(K) PROFIT SHARING PLAN
Plan identification number	002

MONTAG & CALDWELL 401(K) PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MONTAG & CALDWELL, LLC has sponsored the creation of one or more 401k plans.

Company Name: MONTAG & CALDWELL, LLC

Employer identification number (EIN): 263165863

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTAG & CALDWELL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BRIAN W STAHL 2024-05-21
002 2022-01-01 BRIAN W STAHL 2023-04-21
002 2021-01-01 BRIAN W STAHL 2022-04-18
002 2020-01-01 BRIAN W STAHL 2021-04-09
002 2019-01-01 BRIAN W STAHL 2020-04-08
002 2018-01-01 BRIAN W STAHL 2019-04-04
002 2017-01-01 BRIAN W STAHL 2018-09-06
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 BRIAN STAHL 2014-10-14 BRIAN STAHL 2014-10-14
002 2012-01-01 BRIAN STAHL 2013-08-12 BRIAN STAHL 2013-08-12
002 2011-01-01 BRIAN STAHL 2012-08-15 BRIAN STAHL 2012-08-15
002 2010-01-01 BRIAN STAHL 2011-08-30 BRIAN STAHL 2011-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BRIAN W STAHL	2024-05-21
002	2022-01-01	BRIAN W STAHL	2023-04-21
002	2021-01-01	BRIAN W STAHL	2022-04-18
002	2020-01-01	BRIAN W STAHL	2021-04-09
002	2019-01-01	BRIAN W STAHL	2020-04-08
002	2018-01-01	BRIAN W STAHL	2019-04-04
002	2017-01-01	BRIAN W STAHL	2018-09-06
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	BRIAN STAHL	2014-10-14	BRIAN STAHL	2014-10-14
002	2012-01-01	BRIAN STAHL	2013-08-12	BRIAN STAHL	2013-08-12
002	2011-01-01	BRIAN STAHL	2012-08-15	BRIAN STAHL	2012-08-15
002	2010-01-01	BRIAN STAHL	2011-08-30	BRIAN STAHL	2011-08-30

Potentially related plans

MONTAG & CALDWELL COLLECTIVE INVESTMENT TRUST [EIN = 264718113]

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Company Name:	MONTAG & CALDWELL, LLC
Employer identification number (EIN):	263165863
NAIC Classification:	523900