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SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameSMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN
Plan identification number 001

SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

MONTANO PLUMBING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MONTANO PLUMBING COMPANY
Employer identification number (EIN):330571389
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01DEREK NAKAGAWA
0012010-01-01DEREK NAKAGAWA
0012009-01-01DEREK NAKAGAWA
0012009-01-01DEREK NAKAGAWA
0012009-01-01DEREK NAKAGAWA
0012008-01-01DEREK NAKAGAWA
0012007-01-01DEREK NAKAGAWA

Plan Statistics for SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2011: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2010: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
2008: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-015
Total number of active participants reported on line 7a of the Form 55002008-01-014
Total of all active and inactive participants2008-01-014
Total participants2008-01-014
2007: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-016
Total number of active participants reported on line 7a of the Form 55002007-01-014
Number of other retired or separated participants entitled to future benefits2007-01-012
Total of all active and inactive participants2007-01-016
Total participants2007-01-016

Financial Data on SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2011 : SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$6,098
Total income from all sources2011-12-31$6,098
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$472,780
Other income received2011-12-31$6,098
Net income (gross income less expenses)2011-12-31$6,098
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$472,780
2010 : SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$40,492
Total plan assets at end of year2010-12-31$472,780
Total plan assets at beginning of year2010-12-31$432,288
Other income received2010-12-31$40,492
Net income (gross income less expenses)2010-12-31$40,492
Net plan assets at end of year (total assets less liabilities)2010-12-31$472,780
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$432,288

Form 5500 Responses for SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN

2011: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2008: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan funding arrangement – General assets of the sponsorYes
2008-01-01Plan benefit arrangement - TrustYes
2007: SMITH BARNEY SELF-EMPLOYED RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan funding arrangement – General assets of the sponsorYes
2007-01-01Plan benefit arrangement - TrustYes

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