Logo

BANK OF MONTGOMERY RETIREMENT PLAN 401k Plan overview

Plan NameBANK OF MONTGOMERY RETIREMENT PLAN
Plan identification number 001

BANK OF MONTGOMERY RETIREMENT PLAN Benefits

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

BANK OF MONTGOMERY has sponsored the creation of one or more 401k plans.

Company Name:BANK OF MONTGOMERY
Employer identification number (EIN):362717786
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF MONTGOMERY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN VOLKERT2024-02-28 SUSAN VOLKERT2024-02-28
0012022-01-01SUSAN VOLKERT2023-03-20 SUSAN VOLKERT2023-03-20
0012021-01-01SUSAN VOLKERT2022-06-16 SUSAN VOLKERT2022-06-16
0012020-01-01SUSAN VOLKERT2021-05-13 SUSAN VOLKERT2021-05-13
0012019-01-01SUSAN VOLKERT2020-05-22 SUSAN VOLKERT2020-05-22
0012018-01-01SUSAN VOLKERT2019-06-11 SUSAN VOLKERT2019-06-11
0012017-01-01SUSAN VOLKERT2018-05-24 SUSAN VOLKERT2018-05-24
0012016-01-01MARGIE MAGANA2017-06-08 SUSAN VOLKERT2017-06-08
0012015-01-01MARGIE CAMPA2016-03-11 MARGIE CAMPA2016-03-11
0012014-01-01MARGIE CAMPA2015-02-26 MARGIE CAMPA2015-02-26
0012013-01-01MARGIE CAMPA2014-04-30 MARGIE CAMPA2014-04-30
0012012-01-01STEVEN MCGRAW2013-03-05 STEVEN MCGRAW2013-03-05
0012011-01-01STEVEN MCGRAW2012-03-26 STEVEN MCGRAW2012-03-26
0012010-01-01JOSEPH GAFFINO2011-05-24 JOSEPH GAFFINO2011-05-24

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1