MICHAEL A MONTOYA PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL A MONTOYA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020: MICHAEL A MONTOYA PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 5 |
| Total participants | 2020-01-01 | 5 |
| Number of participants with account balances | 2020-01-01 | 0 |
| 2019: MICHAEL A MONTOYA PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 9 |
| Total participants | 2019-01-01 | 9 |
| Number of participants with account balances | 2019-01-01 | 0 |
| 2018: MICHAEL A MONTOYA PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 9 |
| Total participants | 2018-01-01 | 9 |
| 2017: MICHAEL A MONTOYA PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Total of all active and inactive participants | 2017-01-01 | 8 |
| Total participants | 2017-01-01 | 8 |
| 2016: MICHAEL A MONTOYA PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Total participants | 2016-01-01 | 7 |
| 2015: MICHAEL A MONTOYA PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| 2014: MICHAEL A MONTOYA PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 5 |
| 2013: MICHAEL A MONTOYA PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| 2012: MICHAEL A MONTOYA PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Total participants | 2012-01-01 | 5 |
| 2011: MICHAEL A MONTOYA PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| 2010: MICHAEL A MONTOYA PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| 2009: MICHAEL A MONTOYA PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2020 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $101,790 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $51,223 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $51,223 |
| Total plan assets at end of year | 2020-12-31 | $913,714 |
| Total plan assets at beginning of year | 2020-12-31 | $863,147 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $22,000 |
| Other income received | 2020-12-31 | $81,790 |
| Net income (gross income less expenses) | 2020-12-31 | $50,567 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $913,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $863,147 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $20,000 |
| 2019 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $118,608 |
| Total plan assets at end of year | 2019-12-31 | $863,147 |
| Total plan assets at beginning of year | 2019-12-31 | $744,539 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2019-12-31 | $20,000 |
| Other income received | 2019-12-31 | $98,608 |
| Net income (gross income less expenses) | 2019-12-31 | $118,608 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $863,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $744,539 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $20,000 |
| 2018 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-20,000 |
| Total plan assets at end of year | 2018-12-31 | $744,539 |
| Total plan assets at beginning of year | 2018-12-31 | $764,539 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2018-12-31 | $22,000 |
| Other income received | 2018-12-31 | $-40,000 |
| Net income (gross income less expenses) | 2018-12-31 | $-20,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $744,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $764,539 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $20,000 |
| 2017 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $101,495 |
| Total plan assets at end of year | 2017-12-31 | $764,539 |
| Total plan assets at beginning of year | 2017-12-31 | $663,044 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $22,000 |
| Other income received | 2017-12-31 | $81,495 |
| Net income (gross income less expenses) | 2017-12-31 | $101,495 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $764,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $663,044 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $20,000 |
| 2016 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $44,285 |
| Total plan assets at end of year | 2016-12-31 | $663,044 |
| Total plan assets at beginning of year | 2016-12-31 | $618,759 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2016-12-31 | $22,000 |
| Other income received | 2016-12-31 | $24,285 |
| Net income (gross income less expenses) | 2016-12-31 | $44,285 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $663,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $618,759 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,000 |
| 2015 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-8,537 |
| Total plan assets at end of year | 2015-12-31 | $618,759 |
| Total plan assets at beginning of year | 2015-12-31 | $627,296 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2015-12-31 | $22,000 |
| Other income received | 2015-12-31 | $-28,537 |
| Net income (gross income less expenses) | 2015-12-31 | $-8,537 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $618,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $627,296 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $20,000 |
| 2014 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $65,624 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $31,742 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $31,742 |
| Total plan assets at end of year | 2014-12-31 | $627,296 |
| Total plan assets at beginning of year | 2014-12-31 | $593,414 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2014-12-31 | $22,000 |
| Other income received | 2014-12-31 | $45,624 |
| Net income (gross income less expenses) | 2014-12-31 | $33,882 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $627,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $593,414 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $20,000 |
| 2013 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $102,991 |
| Total plan assets at end of year | 2013-12-31 | $593,414 |
| Total plan assets at beginning of year | 2013-12-31 | $490,423 |
| Assets. Value of tangible personal property | 2013-12-31 | $22,000 |
| Other income received | 2013-12-31 | $82,991 |
| Net income (gross income less expenses) | 2013-12-31 | $102,991 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $593,414 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $490,423 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $20,000 |
| 2012 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $57,166 |
| Total plan assets at end of year | 2012-12-31 | $490,423 |
| Total plan assets at beginning of year | 2012-12-31 | $433,257 |
| Assets. Value of tangible personal property | 2012-12-31 | $22,000 |
| Other income received | 2012-12-31 | $35,166 |
| Net income (gross income less expenses) | 2012-12-31 | $57,166 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $490,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $433,257 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $22,000 |
| 2011 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-37,486 |
| Total plan assets at end of year | 2011-12-31 | $433,257 |
| Total plan assets at beginning of year | 2011-12-31 | $470,743 |
| Assets. Value of tangible personal property | 2011-12-31 | $17,500 |
| Other income received | 2011-12-31 | $-37,486 |
| Net income (gross income less expenses) | 2011-12-31 | $-37,486 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $433,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $470,743 |
| 2010 : MICHAEL A MONTOYA PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $76,964 |
| Total plan assets at end of year | 2010-12-31 | $470,743 |
| Total plan assets at beginning of year | 2010-12-31 | $393,779 |
| Assets. Value of tangible personal property | 2010-12-31 | $10,000 |
| Other income received | 2010-12-31 | $56,964 |
| Net income (gross income less expenses) | 2010-12-31 | $76,964 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $470,743 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $393,779 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,000 |
| 2020: MICHAEL A MONTOYA PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MICHAEL A MONTOYA PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MICHAEL A MONTOYA PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MICHAEL A MONTOYA PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MICHAEL A MONTOYA PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MICHAEL A MONTOYA PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MICHAEL A MONTOYA PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MICHAEL A MONTOYA PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MICHAEL A MONTOYA PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MICHAEL A MONTOYA PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MICHAEL A MONTOYA PROFIT SHARING 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 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MICHAEL A MONTOYA PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
