401k Plan data: NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN plan

NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN
Plan identification number	001

NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

NICHOLAS & MONTGOMERY, LLP has sponsored the creation of one or more 401k plans.

Company Name: NICHOLAS & MONTGOMERY, LLP

Employer identification number (EIN): 752852438

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CATHERINE L. BARD 2013-09-05 CATHERINE L. BARD 2013-09-05
001 2011-01-01 CATHERINE L. BARD 2012-10-09 CATHERINE L. BARD 2012-10-09
001 2010-01-01 CATHERINE BARD
001 2009-01-01 CATHERINE BARD CATHERINE BARD 2010-06-24
001 2009-01-01 CATHERINE BARD
001 2009-01-01 CATHERINE BARD CATHERINE BARD 2010-06-25
001 2009-01-01 CATHERINE BARD CATHERINE BARD 2010-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CATHERINE L. BARD	2013-09-05	CATHERINE L. BARD	2013-09-05
001	2011-01-01	CATHERINE L. BARD	2012-10-09	CATHERINE L. BARD	2012-10-09
001	2010-01-01	CATHERINE BARD
001	2009-01-01	CATHERINE BARD		CATHERINE BARD	2010-06-24
001	2009-01-01	CATHERINE BARD
001	2009-01-01	CATHERINE BARD		CATHERINE BARD	2010-06-25
001	2009-01-01	CATHERINE BARD		CATHERINE BARD	2010-06-28

Plan Statistics for NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN

Measure Date Value
2010: NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Total of all active and inactive participants 2010-01-01 14
Total participants 2010-01-01 14
2009: NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12

Measure	Date	Value
2010: NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Total of all active and inactive participants	2010-01-01	14
Total participants	2010-01-01	14
2009: NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12

Financial Data on NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN

Measure	Date	Value
2010 : NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$233,000
Expenses. Total of all expenses incurred	2010-12-31	$18,485
Benefits paid (including direct rollovers)	2010-12-31	$18,485
Total plan assets at end of year	2010-12-31	$829,203
Total plan assets at beginning of year	2010-12-31	$614,688
Total contributions received or receivable from participants	2010-12-31	$89,407
Other income received	2010-12-31	$110,303
Net income (gross income less expenses)	2010-12-31	$214,515
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$829,203
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$614,688
Total contributions received or receivable from employer(s)	2010-12-31	$33,290

Form 5500 Responses for NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN

2010: NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NICHOLAS & MONTGOMERY, LLP 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NICHOLAS & MONTGOMERY, LLP
Employer identification number (EIN):	752852438
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants