401k Plan data: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN plan

MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 401k Plan overview

Plan Name	MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN
Plan identification number	002

MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MONTGOMERY & ANDREWS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MONTGOMERY & ANDREWS, P.A.

Employer identification number (EIN): 850262814

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 THERESA GARDUNO 2024-07-11 THERESA GARDUNO 2024-07-11
002 2022-01-01 THERESA GARDUNO 2023-10-03 THERESA GARDUNO 2023-10-03
002 2021-01-01 THERESA GARDUNO 2022-10-11 THERESA GARDUNO 2022-10-11
002 2020-01-01 THERESA GARDUNO 2021-09-16 THERESA GARDUNO 2021-09-16
002 2019-01-01 THERESA GARDUNO 2020-09-17 THERESA GARDUNO 2020-09-17
002 2018-01-01 THERESA GARDUNO 2019-10-02 THERESA GARDUNO 2019-10-02
002 2017-01-01 THERESA GARDUNO 2018-09-26 THERESA GARDUNO 2018-09-26
002 2016-01-01 THERESA GARDUNO 2017-10-04 THERESA GARDUNO 2017-10-04
002 2015-01-01 THERESA GARDUNO THERESA GARDUNO 2016-10-02
002 2014-01-01 THERESA GARDUNO THERESA GARDUNO 2015-10-01
002 2013-01-01 THERESA GARDUNO THERESA GARDUNO 2014-09-29
002 2012-01-01 THERESA GARDUNO THERESA GARDUNO 2013-10-04
002 2011-01-01 THERESA GARDUNO THERESA GARDUNO 2012-07-30
002 2009-01-01 THERESA GARDUNO
002 2009-01-01 THERESA GARDUNO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	THERESA GARDUNO	2024-07-11	THERESA GARDUNO	2024-07-11
002	2022-01-01	THERESA GARDUNO	2023-10-03	THERESA GARDUNO	2023-10-03
002	2021-01-01	THERESA GARDUNO	2022-10-11	THERESA GARDUNO	2022-10-11
002	2020-01-01	THERESA GARDUNO	2021-09-16	THERESA GARDUNO	2021-09-16
002	2019-01-01	THERESA GARDUNO	2020-09-17	THERESA GARDUNO	2020-09-17
002	2018-01-01	THERESA GARDUNO	2019-10-02	THERESA GARDUNO	2019-10-02
002	2017-01-01	THERESA GARDUNO	2018-09-26	THERESA GARDUNO	2018-09-26
002	2016-01-01	THERESA GARDUNO	2017-10-04	THERESA GARDUNO	2017-10-04
002	2015-01-01	THERESA GARDUNO		THERESA GARDUNO	2016-10-02
002	2014-01-01	THERESA GARDUNO		THERESA GARDUNO	2015-10-01
002	2013-01-01	THERESA GARDUNO		THERESA GARDUNO	2014-09-29
002	2012-01-01	THERESA GARDUNO		THERESA GARDUNO	2013-10-04
002	2011-01-01	THERESA GARDUNO		THERESA GARDUNO	2012-07-30
002	2009-01-01	THERESA GARDUNO
002	2009-01-01	THERESA GARDUNO

Plan Statistics for MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN

401k plan membership statisitcs for MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN

Measure Date Value
2015: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 53
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 15
Total of all active and inactive participants 2015-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 68
Number of participants with account balances 2015-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 57
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 16
Total of all active and inactive participants 2014-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 73
Number of participants with account balances 2014-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 59
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 17
Total of all active and inactive participants 2013-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 76
Number of participants with account balances 2013-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 44
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 17
Total of all active and inactive participants 2012-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 61
Number of participants with account balances 2012-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 51
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 14
Total of all active and inactive participants 2011-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 65
Number of participants with account balances 2011-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 46
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 63
Number of participants with account balances 2009-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	53
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	15
Total of all active and inactive participants	2015-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	68
Number of participants with account balances	2015-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	57
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	16
Total of all active and inactive participants	2014-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	73
Number of participants with account balances	2014-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	59
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	17
Total of all active and inactive participants	2013-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	76
Number of participants with account balances	2013-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	44
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	17
Total of all active and inactive participants	2012-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	61
Number of participants with account balances	2012-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	51
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	14
Total of all active and inactive participants	2011-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	65
Number of participants with account balances	2011-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	46
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	63
Number of participants with account balances	2009-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN

Measure	Date	Value
2015 : MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$732,820
Expenses. Total of all expenses incurred	2015-12-31	$681,294
Benefits paid (including direct rollovers)	2015-12-31	$675,640
Total plan assets at end of year	2015-12-31	$14,398,221
Total plan assets at beginning of year	2015-12-31	$14,346,695
Value of fidelity bond covering the plan	2015-12-31	$8,000,000
Total contributions received or receivable from participants	2015-12-31	$396,216
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,925
Contributions received from other sources (not participants or employers)	2015-12-31	$82,716
Other income received	2015-12-31	$-86,383
Net income (gross income less expenses)	2015-12-31	$51,526
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,398,221
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$14,346,695
Assets. Value of participant loans	2015-12-31	$120,148
Total contributions received or receivable from employer(s)	2015-12-31	$340,271
Value of certain deemed distributions of participant loans	2015-12-31	$1,776
Value of corrective distributions	2015-12-31	$953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,621,743
Expenses. Total of all expenses incurred	2014-12-31	$1,985,755
Benefits paid (including direct rollovers)	2014-12-31	$1,982,091
Total plan assets at end of year	2014-12-31	$14,346,695
Total plan assets at beginning of year	2014-12-31	$14,710,707
Value of fidelity bond covering the plan	2014-12-31	$800,000
Total contributions received or receivable from participants	2014-12-31	$408,155
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,946
Contributions received from other sources (not participants or employers)	2014-12-31	$195,869
Other income received	2014-12-31	$705,679
Net income (gross income less expenses)	2014-12-31	$-364,012
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,346,695
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$14,710,707
Assets. Value of participant loans	2014-12-31	$169,411
Total contributions received or receivable from employer(s)	2014-12-31	$312,040
Value of certain deemed distributions of participant loans	2014-12-31	$1,718
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,450,842
Expenses. Total of all expenses incurred	2013-12-31	$399,094
Benefits paid (including direct rollovers)	2013-12-31	$397,845
Total plan assets at end of year	2013-12-31	$14,710,707
Total plan assets at beginning of year	2013-12-31	$12,658,959
Value of fidelity bond covering the plan	2013-12-31	$800,000
Total contributions received or receivable from participants	2013-12-31	$433,861
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,249
Contributions received from other sources (not participants or employers)	2013-12-31	$253,828
Other income received	2013-12-31	$1,454,687
Net income (gross income less expenses)	2013-12-31	$2,051,748
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$14,710,707
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$12,658,959
Assets. Value of participant loans	2013-12-31	$218,151
Total contributions received or receivable from employer(s)	2013-12-31	$308,466
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,479,742
Expenses. Total of all expenses incurred	2012-12-31	$1,044,786
Benefits paid (including direct rollovers)	2012-12-31	$1,044,062
Total plan assets at end of year	2012-12-31	$12,658,959
Total plan assets at beginning of year	2012-12-31	$12,224,003
Total contributions received or receivable from participants	2012-12-31	$351,027
Expenses. Other expenses not covered elsewhere	2012-12-31	$724
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$1,040,971
Net income (gross income less expenses)	2012-12-31	$434,956
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$12,658,959
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$12,224,003
Assets. Value of participant loans	2012-12-31	$146,938
Total contributions received or receivable from employer(s)	2012-12-31	$87,744
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$940,887
Expenses. Total of all expenses incurred	2011-12-31	$1,512,293
Benefits paid (including direct rollovers)	2011-12-31	$1,511,812
Total plan assets at end of year	2011-12-31	$12,224,003
Total plan assets at beginning of year	2011-12-31	$12,795,409
Value of fidelity bond covering the plan	2011-12-31	$800,000
Total contributions received or receivable from participants	2011-12-31	$359,507
Expenses. Other expenses not covered elsewhere	2011-12-31	$481
Contributions received from other sources (not participants or employers)	2011-12-31	$7,298
Other income received	2011-12-31	$325,881
Net income (gross income less expenses)	2011-12-31	$-571,406
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$12,224,003
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,795,409
Assets. Value of participant loans	2011-12-31	$175,997
Total contributions received or receivable from employer(s)	2011-12-31	$248,201
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,545,023
Expenses. Total of all expenses incurred	2010-12-31	$712,019
Benefits paid (including direct rollovers)	2010-12-31	$704,907
Total plan assets at end of year	2010-12-31	$12,530,238
Total plan assets at beginning of year	2010-12-31	$11,697,234
Value of fidelity bond covering the plan	2010-12-31	$800,000
Total contributions received or receivable from participants	2010-12-31	$382,511
Expenses. Other expenses not covered elsewhere	2010-12-31	$509
Contributions received from other sources (not participants or employers)	2010-12-31	$63,118
Other income received	2010-12-31	$1,003,766
Net income (gross income less expenses)	2010-12-31	$833,004
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,530,238
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$11,697,234
Assets. Value of participant loans	2010-12-31	$164,414
Total contributions received or receivable from employer(s)	2010-12-31	$95,628
Value of certain deemed distributions of participant loans	2010-12-31	$6,603
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN

2015: MONTGOMERY & ANDREWS, P.A. RETIREMENT 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: MONTGOMERY & ANDREWS, P.A. RETIREMENT 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: MONTGOMERY & ANDREWS, P.A. RETIREMENT 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: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: MONTGOMERY & ANDREWS, P.A. RETIREMENT 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
2009: MONTGOMERY & ANDREWS, P.A. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	MONTGOMERY & ANDREWS, P.A.
Employer identification number (EIN):	850262814
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers