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MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameMONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN
Plan identification number 001

MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 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
  • 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.

401k Sponsoring company profile

MONROE TREE CO INC has sponsored the creation of one or more 401k plans.

Company Name:MONROE TREE CO INC
Employer identification number (EIN):061058672
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-04-01SCOTT MONROE
0012011-04-01SCOTT MONROE
0012009-04-01SCOTT MONROE
0012009-04-01SCOTT MONROE SCOTT MONROE2010-12-07
0012009-04-01SCOTT MONROE
0012009-04-01SCOTT MONROE
0012009-04-01SCOTT MONROE

Plan Statistics for MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2012: MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-014
Total number of active participants reported on line 7a of the Form 55002012-04-010
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-010
Number of participants with account balances2012-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-014
Total number of active participants reported on line 7a of the Form 55002011-04-013
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-011
Total of all active and inactive participants2011-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-014
Number of participants with account balances2011-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2009: MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-014
Total number of active participants reported on line 7a of the Form 55002009-04-014
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-014
Number of participants with account balances2009-04-014

Financial Data on MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2013 : MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-03-31$-193,045
Total income from all sources2013-03-31$1,080
Total plan assets at end of year2013-03-31$0
Total plan assets at beginning of year2013-03-31$191,965
Other income received2013-03-31$1,080
Net income (gross income less expenses)2013-03-31$1,080
Net plan assets at end of year (total assets less liabilities)2013-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$191,965
2012 : MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-03-31$3,951
Total plan assets at end of year2012-03-31$191,965
Total plan assets at beginning of year2012-03-31$188,014
Other income received2012-03-31$3,951
Net income (gross income less expenses)2012-03-31$3,951
Net plan assets at end of year (total assets less liabilities)2012-03-31$191,965
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$188,014
2011 : MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-03-31$15,986
Total plan assets at end of year2011-03-31$188,014
Total plan assets at beginning of year2011-03-31$172,028
Other income received2011-03-31$15,986
Net income (gross income less expenses)2011-03-31$15,986
Net plan assets at end of year (total assets less liabilities)2011-03-31$188,014
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$172,028

Form 5500 Responses for MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN

2012: MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedYes
2012-04-01This submission is the final filingYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: MONROE TREE COMPANY EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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