401k Plan data: MONTGOMERY & CO., LLC 401(K) RETIREMENT SAVINGS PLAN plan

MONTGOMERY & CO., LLC 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	MONTGOMERY & CO., LLC 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

MONTGOMERY & CO., LLC 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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 & CO, LLC has sponsored the creation of one or more 401k plans.

Company Name: MONTGOMERY & CO, LLC

Employer identification number (EIN): 954590097

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY & CO., LLC 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JAMES MONTGOMERY 2016-06-15
001 2014-01-01 JAMES MONTGOMERY 2015-07-13
001 2013-01-01 JAMES MONTGOMERY 2014-06-26
001 2012-01-01 JAMES MONTGOMERY 2013-08-09
001 2011-01-01 JAMES MONTGOMERY 2012-10-10
001 2010-01-01 JAMES MONTGOMERY 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	JAMES MONTGOMERY	2016-06-15
001	2014-01-01	JAMES MONTGOMERY	2015-07-13
001	2013-01-01	JAMES MONTGOMERY	2014-06-26
001	2012-01-01	JAMES MONTGOMERY	2013-08-09
001	2011-01-01	JAMES MONTGOMERY	2012-10-10
001	2010-01-01	JAMES MONTGOMERY	2011-09-06

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Company Name:	MONTGOMERY & CO, LLC
Employer identification number (EIN):	954590097
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services