401k Plan data: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN plan

MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 401k Plan overview

Plan Name	MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN
Plan identification number	001

MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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, WIETHORN & BURKE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MONTGOMERY, WIETHORN & BURKE, P.C.

Employer identification number (EIN): 382688818

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KIRK P. MACKINDER 2023-10-14 KIRK P. MACKINDER 2023-10-14
001 2021-01-01 KIRK P. MACKINDER 2022-10-05
001 2020-01-01 KIRK P. MACKINDER 2021-10-14 KIRK P. MACKINDER 2021-10-14
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2018-08-29
001 2016-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2017-07-30
001 2015-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2016-10-18
001 2014-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2015-10-11
001 2013-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2014-10-12
001 2012-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2013-10-12
001 2011-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2012-10-08
001 2010-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2011-10-11
001 2009-01-01 KIRK P. MACKINDER KIRK P. MACKINDER 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KIRK P. MACKINDER	2023-10-14	KIRK P. MACKINDER	2023-10-14
001	2021-01-01	KIRK P. MACKINDER	2022-10-05
001	2020-01-01	KIRK P. MACKINDER	2021-10-14	KIRK P. MACKINDER	2021-10-14
001	2019-01-01
001	2018-01-01
001	2017-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2018-08-29
001	2016-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2017-07-30
001	2015-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2016-10-18
001	2014-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2015-10-11
001	2013-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2014-10-12
001	2012-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2013-10-12
001	2011-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2012-10-08
001	2010-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2011-10-11
001	2009-01-01	KIRK P. MACKINDER		KIRK P. MACKINDER	2010-10-14

Plan Statistics for MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN

401k plan membership statisitcs for MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN

Measure Date Value
2019: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
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 0
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
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 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 9
2009: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 11

Measure	Date	Value
2019: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
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	0
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
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	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	9
2009: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	11

Financial Data on MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN

Measure	Date	Value
2019 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$712,405
Expenses. Total of all expenses incurred	2019-12-31	$6,534
Total plan assets at end of year	2019-12-31	$3,068,987
Total plan assets at beginning of year	2019-12-31	$2,363,116
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$139,815
Other income received	2019-12-31	$509,198
Net income (gross income less expenses)	2019-12-31	$705,871
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,068,987
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,363,116
Assets. Value of participant loans	2019-12-31	$8,089
Total contributions received or receivable from employer(s)	2019-12-31	$63,392
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,534
2018 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$34,635
Expenses. Total of all expenses incurred	2018-12-31	$5,902
Total plan assets at end of year	2018-12-31	$2,363,116
Total plan assets at beginning of year	2018-12-31	$2,334,383
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$133,549
Other income received	2018-12-31	$-156,518
Net income (gross income less expenses)	2018-12-31	$28,733
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,363,116
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,334,383
Assets. Value of participant loans	2018-12-31	$8,833
Total contributions received or receivable from employer(s)	2018-12-31	$57,604
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,902
2017 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$493,545
Total plan assets at end of year	2017-12-31	$2,334,383
Total plan assets at beginning of year	2017-12-31	$1,840,838
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$133,783
Other income received	2017-12-31	$305,805
Net income (gross income less expenses)	2017-12-31	$493,545
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,334,383
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,840,838
Assets. Value of participant loans	2017-12-31	$9,538
Total contributions received or receivable from employer(s)	2017-12-31	$53,957
2016 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$257,370
Total plan assets at end of year	2016-12-31	$1,840,838
Total plan assets at beginning of year	2016-12-31	$1,583,468
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$120,032
Other income received	2016-12-31	$82,977
Net income (gross income less expenses)	2016-12-31	$257,370
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,840,838
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,583,468
Assets. Value of participant loans	2016-12-31	$19,128
Total contributions received or receivable from employer(s)	2016-12-31	$54,361
2015 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$157,849
Total plan assets at end of year	2015-12-31	$1,583,468
Total plan assets at beginning of year	2015-12-31	$1,425,619
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$115,169
Other income received	2015-12-31	$-7,673
Net income (gross income less expenses)	2015-12-31	$157,849
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,583,468
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,425,619
Assets. Value of participant loans	2015-12-31	$38,844
Total contributions received or receivable from employer(s)	2015-12-31	$50,353
2014 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$236,920
Expenses. Total of all expenses incurred	2014-12-31	$11,985
Benefits paid (including direct rollovers)	2014-12-31	$6,179
Total plan assets at end of year	2014-12-31	$1,425,619
Total plan assets at beginning of year	2014-12-31	$1,200,684
Total contributions received or receivable from participants	2014-12-31	$107,608
Other income received	2014-12-31	$85,200
Net income (gross income less expenses)	2014-12-31	$224,935
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,425,619
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,200,684
Assets. Value of participant loans	2014-12-31	$56,043
Total contributions received or receivable from employer(s)	2014-12-31	$44,112
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,806
2013 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$299,862
Expenses. Total of all expenses incurred	2013-12-31	$137,731
Benefits paid (including direct rollovers)	2013-12-31	$132,729
Total plan assets at end of year	2013-12-31	$1,200,684
Total plan assets at beginning of year	2013-12-31	$1,038,553
Total contributions received or receivable from participants	2013-12-31	$103,870
Other income received	2013-12-31	$155,224
Net income (gross income less expenses)	2013-12-31	$162,131
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,200,684
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,038,553
Assets. Value of participant loans	2013-12-31	$59,335
Total contributions received or receivable from employer(s)	2013-12-31	$40,768
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,002
2012 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$205,260
Expenses. Total of all expenses incurred	2012-12-31	$4,350
Total plan assets at end of year	2012-12-31	$1,038,553
Total plan assets at beginning of year	2012-12-31	$837,643
Total contributions received or receivable from participants	2012-12-31	$42,784
Expenses. Other expenses not covered elsewhere	2012-12-31	$93
Other income received	2012-12-31	$59,080
Net income (gross income less expenses)	2012-12-31	$200,910
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,038,553
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$837,643
Assets. Value of participant loans	2012-12-31	$74,980
Total contributions received or receivable from employer(s)	2012-12-31	$103,396
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,257
2011 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$98,282
Expenses. Total of all expenses incurred	2011-12-31	$9,048
Benefits paid (including direct rollovers)	2011-12-31	$2,057
Total plan assets at end of year	2011-12-31	$837,643
Total plan assets at beginning of year	2011-12-31	$748,409
Total contributions received or receivable from participants	2011-12-31	$93,498
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,275
Other income received	2011-12-31	$-31,576
Net income (gross income less expenses)	2011-12-31	$89,234
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$837,643
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$748,409
Total contributions received or receivable from employer(s)	2011-12-31	$36,360
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,716
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	$36,360
Amount contributed by the employer to the plan for this plan year	2011-12-31	$36,360
2010 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$191,723
Expenses. Total of all expenses incurred	2010-12-31	$13,701
Benefits paid (including direct rollovers)	2010-12-31	$8,194
Total plan assets at end of year	2010-12-31	$748,409
Total plan assets at beginning of year	2010-12-31	$570,387
Total contributions received or receivable from participants	2010-12-31	$89,981
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,858
Other income received	2010-12-31	$71,289
Net income (gross income less expenses)	2010-12-31	$178,022
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$748,409
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$570,387
Total contributions received or receivable from employer(s)	2010-12-31	$30,453
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,649
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	$30,453
Amount contributed by the employer to the plan for this plan year	2010-12-31	$30,453
2009 : MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$37,680
Amount contributed by the employer to the plan for this plan year	2009-12-31	$37,680

Form 5500 Responses for MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN

2019: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MONTGOMERY, WIETHORN & BURKE, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812194

Policy instance

Insurance contract or identification number	812194
Number of Individuals Covered	12
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,534
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,534
Additional information about fees paid to insurance broker	INVESTMENT ADVICE
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812194

Policy instance

Insurance contract or identification number	812194
Number of Individuals Covered	12
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	INVESTMENT ADVICE
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812194

Policy instance

Insurance contract or identification number	812194
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,830
Total amount of fees paid to insurance company	USD $100
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,830
Amount paid for insurance broker fees	100
Additional information about fees paid to insurance broker	INVESTMENT ADVICE
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MONTGOMERY, WIETHORN & BURKE, P.C.
Employer identification number (EIN):	382688818
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants