401k Plan data: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN plan

GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN
Plan identification number	002

GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

GEORGE L. MONTANARI has sponsored the creation of one or more 401k plans.

Company Name: GEORGE L. MONTANARI

Employer identification number (EIN): 770197435

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 GEORGE L. MONTANARI 2020-09-15 GEORGE L. MONTANARI 2020-09-15
002 2018-01-01 GEORGE L. MONTANARI 2019-10-12 GEORGE L. MONTANARI 2019-10-12
002 2017-01-01
002 2016-01-01 SADIE POURFATHI
002 2015-01-01 SADIE POURFATHI
002 2014-01-01 SADIE POURFATHI
002 2013-01-01
002 2012-01-01 GEORGE L. MONTANARI
002 2011-01-01 GEORGE L. MONTANARI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	GEORGE L. MONTANARI	2020-09-15	GEORGE L. MONTANARI	2020-09-15
002	2018-01-01	GEORGE L. MONTANARI	2019-10-12	GEORGE L. MONTANARI	2019-10-12
002	2017-01-01
002	2016-01-01	SADIE POURFATHI
002	2015-01-01	SADIE POURFATHI
002	2014-01-01	SADIE POURFATHI
002	2013-01-01
002	2012-01-01	GEORGE L. MONTANARI
002	2011-01-01	GEORGE L. MONTANARI

Plan Statistics for GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2019: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$693,158
Expenses. Total of all expenses incurred	2019-12-31	$11,009
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,563,291
Total plan assets at beginning of year	2019-12-31	$1,881,142
Total contributions received or receivable from participants	2019-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$62
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$624,708
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$682,149
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,563,291
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,881,142
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$24,211
Total contributions received or receivable from employer(s)	2019-12-31	$18,450
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,947
2018 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-146,949
Expenses. Total of all expenses incurred	2018-12-31	$13,572
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,881,142
Total plan assets at beginning of year	2018-12-31	$2,041,663
Total contributions received or receivable from participants	2018-12-31	$49,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$75
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-214,087
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-160,521
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,881,142
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,041,663
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$24,211
Total contributions received or receivable from employer(s)	2018-12-31	$18,138
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$13,497
2017 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$472,161
Expenses. Total of all expenses incurred	2017-12-31	$11,179
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,041,663
Total plan assets at beginning of year	2017-12-31	$1,580,681
Total contributions received or receivable from participants	2017-12-31	$48,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$81
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$405,801
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$460,982
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,041,663
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,580,681
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$24,885
Total contributions received or receivable from employer(s)	2017-12-31	$18,360
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,098
2016 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$244,154
Expenses. Total of all expenses incurred	2016-12-31	$8,808
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,580,681
Total plan assets at beginning of year	2016-12-31	$1,345,335
Total contributions received or receivable from participants	2016-12-31	$48,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$104
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$178,664
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$235,346
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,580,681
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,345,335
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$25,751
Total contributions received or receivable from employer(s)	2016-12-31	$17,490
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,704
2015 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-71,529
Expenses. Total of all expenses incurred	2015-12-31	$12,062
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,345,335
Total plan assets at beginning of year	2015-12-31	$1,428,926
Total contributions received or receivable from participants	2015-12-31	$35,280
Expenses. Other expenses not covered elsewhere	2015-12-31	$77
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-124,149
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-83,591
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,345,335
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,428,926
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$35,907
Total contributions received or receivable from employer(s)	2015-12-31	$17,340
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,985
2014 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$114,521
Expenses. Total of all expenses incurred	2014-12-31	$11,872
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,428,926
Total plan assets at beginning of year	2014-12-31	$1,326,277
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$187
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$75,201
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$102,649
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,428,926
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,326,277
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$35,907
Total contributions received or receivable from employer(s)	2014-12-31	$16,320
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,685
2013 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$259,706
Expenses. Total of all expenses incurred	2013-12-31	$10,131
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,326,277
Total plan assets at beginning of year	2013-12-31	$1,076,702
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$64
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$196,706
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$249,575
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,326,277
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,076,702
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$35,907
Total contributions received or receivable from employer(s)	2013-12-31	$63,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,067
2012 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$133,895
Expenses. Total of all expenses incurred	2012-12-31	$8,595
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,076,702
Total plan assets at beginning of year	2012-12-31	$951,402
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$70
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$71,895
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$125,300
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,076,702
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$951,402
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$35,907
Total contributions received or receivable from employer(s)	2012-12-31	$62,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,525
2011 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$48,290
Expenses. Total of all expenses incurred	2011-12-31	$7,821
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$951,402
Total plan assets at beginning of year	2011-12-31	$910,933
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-12,710
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$40,469
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$951,402
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$910,933
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$35,907
Total contributions received or receivable from employer(s)	2011-12-31	$61,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,821
2010 : GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$158,613
Expenses. Total of all expenses incurred	2010-12-31	$6,832
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$910,933
Total plan assets at beginning of year	2010-12-31	$759,152
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$97,613
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$151,781
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$910,933
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$759,152
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$35,907
Total contributions received or receivable from employer(s)	2010-12-31	$61,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,832

Form 5500 Responses for GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN

2019: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GEORGE L. MONTANARI 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GEORGE L. MONTANARI
Employer identification number (EIN):	770197435
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers