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WILLIAM P. MONTAGUE PENSION PLAN 401k Plan overview

Plan NameWILLIAM P. MONTAGUE PENSION PLAN
Plan identification number 001

WILLIAM P. MONTAGUE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

WILLIAM P. MONTAGUE has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM P. MONTAGUE
Employer identification number (EIN):100004244
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM P. MONTAGUE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01WILLIAM MONTAGUE WILLIAM MONTAGUE2013-06-11
0012012-01-01WILLIAM MONTAGUE WILLIAM MONTAGUE2013-06-05
0012011-01-01WILLIAM P. MONTAGUE WILLIAM P. MONTAGUE2012-09-22
0012009-01-01WILLIAM MONTAGUE WILLIAM MONTAGUE2010-07-22
0012009-01-01WILLIAM P. MONTAGUE WILLIAM P. MONTAGUE2010-07-21

Plan Statistics for WILLIAM P. MONTAGUE PENSION PLAN

401k plan membership statisitcs for WILLIAM P. MONTAGUE PENSION PLAN

Measure Date Value
2013: WILLIAM P. MONTAGUE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM P. MONTAGUE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM P. MONTAGUE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM P. MONTAGUE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
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 participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM P. MONTAGUE PENSION PLAN

Measure Date Value
2013 : WILLIAM P. MONTAGUE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-01-18$0
Total plan liabilities at end of year2013-01-18$0
Total plan liabilities at beginning of year2013-01-18$0
Total income from all sources2013-01-18$-91
Expenses. Total of all expenses incurred2013-01-18$115,920
Benefits paid (including direct rollovers)2013-01-18$115,894
Total plan assets at end of year2013-01-18$0
Total plan assets at beginning of year2013-01-18$116,011
Total contributions received or receivable from participants2013-01-18$0
Expenses. Other expenses not covered elsewhere2013-01-18$0
Contributions received from other sources (not participants or employers)2013-01-18$0
Other income received2013-01-18$-91
Noncash contributions received2013-01-18$0
Net income (gross income less expenses)2013-01-18$-116,011
Net plan assets at end of year (total assets less liabilities)2013-01-18$0
Net plan assets at beginning of year (total assets less liabilities)2013-01-18$116,011
Total contributions received or receivable from employer(s)2013-01-18$0
Value of certain deemed distributions of participant loans2013-01-18$0
Value of corrective distributions2013-01-18$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-18$26
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-18$0
2012 : WILLIAM P. MONTAGUE PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$182,072
Expenses. Total of all expenses incurred2012-12-31$971,077
Benefits paid (including direct rollovers)2012-12-31$967,667
Total plan assets at end of year2012-12-31$116,011
Total plan assets at beginning of year2012-12-31$905,016
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$66,734
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-789,005
Net plan assets at end of year (total assets less liabilities)2012-12-31$116,011
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$905,016
Total contributions received or receivable from employer(s)2012-12-31$115,338
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WILLIAM P. MONTAGUE PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$112,491
Expenses. Total of all expenses incurred2011-12-31$3,849
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$905,016
Total plan assets at beginning of year2011-12-31$796,374
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-22,509
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$108,642
Net plan assets at end of year (total assets less liabilities)2011-12-31$905,016
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$796,374
Total contributions received or receivable from employer(s)2011-12-31$135,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM P. MONTAGUE PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$158,657
Expenses. Total of all expenses incurred2010-12-31$2,742
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$796,374
Total plan assets at beginning of year2010-12-31$640,459
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$57,513
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$155,915
Net plan assets at end of year (total assets less liabilities)2010-12-31$796,374
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$640,459
Total contributions received or receivable from employer(s)2010-12-31$101,144
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WILLIAM P. MONTAGUE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WILLIAM P. MONTAGUE PENSION PLAN

2013: WILLIAM P. MONTAGUE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM P. MONTAGUE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM P. MONTAGUE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM P. MONTAGUE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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