MONTEFORTE ARCHITECTURAL STUDIO, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-09 | 289880 |
| Net assets as of the end of the plan year | 2025-09-09 | 0 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 299148 |
| Other income to plan in this plan year | 2025-09-09 | -9268 |
| Plan net income in this plan year | 2025-09-09 | -299148 |
| Net assets as of the end of the plan year | 2025-09-09 | 0 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 299148 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-09 | 450 |
| Total liabilities as of the beginning of the plan year | 2025-05-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-27 | 30102 |
| Net assets as of the end of the plan year | 2025-05-27 | 299148 |
| Total assets as of the beginning of the plan year | 2025-05-27 | 291610 |
| Value of plan covered by a fidelity bond | 2025-05-27 | 5000 |
| Other income to plan in this plan year | 2025-05-27 | 22805 |
| Plan net income in this plan year | 2025-05-27 | 7538 |
| Net assets as of the end of the plan year | 2025-05-27 | 299148 |
| Net assets as of the beginning of the plan year | 2025-05-27 | 291610 |
| Employer contributions to plan in this plan year | 2025-05-27 | 14835 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-27 | 50 |
| 2024 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 0 |
| Net assets as of the end of the plan year | 2024-10-11 | 291610 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 246314 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 5000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 450 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 0 |
| Other contributions to plan in this plan year | 2024-10-11 | 0 |
| Other income to plan in this plan year | 2024-10-11 | 31570 |
| Plan net income in this plan year | 2024-10-11 | 45296 |
| Net assets as of the end of the plan year | 2024-10-11 | 291610 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 246314 |
| Employer contributions to plan in this plan year | 2024-10-11 | 13276 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 0 |
| 2022 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-27,728 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $42,631 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $42,581 |
| Total plan assets at end of year | 2022-12-31 | $246,314 |
| Total plan assets at beginning of year | 2022-12-31 | $316,673 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $1,550 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $50 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-46,426 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-70,359 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $246,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $316,673 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $17,148 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $82,075 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $316,673 |
| Total plan assets at beginning of year | 2021-12-31 | $234,598 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $30,833 |
| Other income received | 2021-12-31 | $24,914 |
| Net income (gross income less expenses) | 2021-12-31 | $82,075 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $316,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $234,598 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $26,328 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $73,144 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $234,598 |
| Total plan assets at beginning of year | 2020-12-31 | $161,454 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $33,036 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $18,683 |
| Net income (gross income less expenses) | 2020-12-31 | $73,144 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $234,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $161,454 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $21,425 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $69,713 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $161,454 |
| Total plan assets at beginning of year | 2019-12-31 | $91,741 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $29,856 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $18,273 |
| Net income (gross income less expenses) | 2019-12-31 | $69,713 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $161,454 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $91,741 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $21,584 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-2,918 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $4,077 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $4,077 |
| Total plan assets at end of year | 2018-12-31 | $91,741 |
| Total plan assets at beginning of year | 2018-12-31 | $98,736 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $4,352 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-7,270 |
| Net income (gross income less expenses) | 2018-12-31 | $-6,995 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $91,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $98,736 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $22,772 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,223 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,183 |
| Total plan assets at end of year | 2017-12-31 | $98,736 |
| Total plan assets at beginning of year | 2017-12-31 | $79,187 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $10,650 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $12,122 |
| Net income (gross income less expenses) | 2017-12-31 | $19,549 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $98,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $79,187 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $40 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $31,410 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $79,187 |
| Total plan assets at beginning of year | 2016-12-31 | $47,777 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $9,255 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $3,674 |
| Net income (gross income less expenses) | 2016-12-31 | $31,410 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $79,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $47,777 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $18,481 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $26,115 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $47,777 |
| Total plan assets at beginning of year | 2015-12-31 | $21,662 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $8,100 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-263 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $26,115 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $47,777 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,662 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $18,278 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $21,662 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $21,662 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $12,705 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $19 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $21,662 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $21,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $8,938 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 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 |
| 2022: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MONTEFORTE ARCHITECTURAL STUDIO, LLC PENSION 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |