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JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST
Plan identification number 001

JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOSEPH A. MONTEFORTE has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A. MONTEFORTE
Employer identification number (EIN):841705522
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01JOSEPH MONTEFORTE
0012006-01-01JOSEPH MONTEFORTE

Plan Statistics for JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST

Measure Date Value
2009: JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2006: JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-015
Total number of active participants reported on line 7a of the Form 55002006-01-015
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-015
Number of participants with account balances2006-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST

Measure Date Value
2009 : JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-10-19$0
Funding deficiency by the employer to the plan for this plan year2009-10-19$0
Minimum employer required contribution for this plan year2009-10-19$0
Amount contributed by the employer to the plan for this plan year2009-10-19$0

Form 5500 Responses for JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST

2009: JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingYes
2009-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2006: JOSEPH A. MONTEFORTE PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

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