Plan Name | JOHN W. MONTAGUE JR. INC. TRUST KEVIN R. MONTAGUE TTEE |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JOHN W. MONTAGUE JR. INC. |
Employer identification number (EIN): | 540994888 |
NAIC Classification: | 236110 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2009-01-01 | KEVIN MONTAGUE | |||
003 | 2009-01-01 | KEVIN MONTAGUE |
Measure | Date | Value |
---|---|---|
2009: JOHN W. MONTAGUE JR. INC. TRUST KEVIN R. MONTAGUE TTEE 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Number of employers contributing to the scheme | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : JOHN W. MONTAGUE JR. INC. TRUST KEVIN R. MONTAGUE TTEE 2010 401k financial data | ||
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 | $292,319 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,898,913 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,884,727 |
Total plan assets at end of year | 2010-12-31 | $0 |
Total plan assets at beginning of year | 2010-12-31 | $1,606,594 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $14,186 |
Other income received | 2010-12-31 | $204,524 |
Net income (gross income less expenses) | 2010-12-31 | $-1,606,594 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,606,594 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $87,795 |
2009: JOHN W. MONTAGUE JR. INC. TRUST KEVIN R. MONTAGUE TTEE 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 |