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LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICE OF SUSAN I. MONTGOMERY 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
  • 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

LAW OFFICE OF SUSAN I. MONTGOMERY has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF SUSAN I. MONTGOMERY
Employer identification number (EIN):203052671
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN I. MONTGOMERY2023-10-02 SUSAN I. MONTGOMERY2023-10-02
0012021-01-01SUSAN I. MONTGOMERY2022-10-04 SUSAN I. MONTGOMERY2022-10-04
0012020-01-01SUSAN I. MONTGOMERY2021-09-20 SUSAN I. MONTGOMERY2021-09-20
0012019-01-01SUSAN I. MONTGOMERY2020-10-01 SUSAN I. MONTGOMERY2020-10-01
0012018-01-01SUSAN I. MONTGOMERY2019-09-27 SUSAN I. MONTGOMERY2019-09-27
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SUSAN I. MONTGOMERY SUSAN I. MONTGOMERY2013-06-18

Financial Data on LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN

Measure Date Value
2022 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-381,932
Expenses. Total of all expenses incurred2022-12-31$31,643
Benefits paid (including direct rollovers)2022-12-31$15,663
Total plan assets at end of year2022-12-31$1,854,847
Total plan assets at beginning of year2022-12-31$2,268,422
Value of fidelity bond covering the plan2022-12-31$700,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-382,007
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-413,575
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,854,847
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,268,422
Assets. Value of assets in partnership/joint-venture interests2022-12-31$267,000
Total contributions received or receivable from employer(s)2022-12-31$75
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$15,980
2021 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$238,612
Expenses. Total of all expenses incurred2021-12-31$14,859
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,268,422
Total plan assets at beginning of year2021-12-31$2,044,669
Value of fidelity bond covering the plan2021-12-31$700,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$229,612
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$223,753
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,268,422
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,044,669
Assets. Value of assets in partnership/joint-venture interests2021-12-31$437,529
Total contributions received or receivable from employer(s)2021-12-31$9,000
Value of certain deemed distributions of participant loans2021-12-31$14,859
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$263,210
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,044,669
Total plan assets at beginning of year2020-12-31$1,781,459
Value of fidelity bond covering the plan2020-12-31$700,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$263,210
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$263,210
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,044,669
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,781,459
Assets. Value of assets in partnership/joint-venture interests2020-12-31$477,000
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$232,455
Expenses. Total of all expenses incurred2019-12-31$75,000
Benefits paid (including direct rollovers)2019-12-31$75,000
Total plan assets at end of year2019-12-31$1,781,459
Total plan assets at beginning of year2019-12-31$1,624,004
Value of fidelity bond covering the plan2019-12-31$700,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$232,455
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$157,455
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,781,459
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,624,004
Assets. Value of assets in partnership/joint-venture interests2019-12-31$477,000
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-15,873
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,624,004
Total plan assets at beginning of year2018-12-31$1,639,877
Value of fidelity bond covering the plan2018-12-31$575,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-20,873
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-15,873
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,624,004
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,639,877
Assets. Value of assets in partnership/joint-venture interests2018-12-31$577,433
Total contributions received or receivable from employer(s)2018-12-31$5,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$192,575
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,639,877
Total plan assets at beginning of year2017-12-31$1,447,302
Value of fidelity bond covering the plan2017-12-31$575,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$172,575
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$192,575
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,639,877
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,447,302
Assets. Value of assets in partnership/joint-venture interests2017-12-31$555,000
Total contributions received or receivable from employer(s)2017-12-31$20,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$166,235
Expenses. Total of all expenses incurred2016-12-31$12,479
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,447,302
Total plan assets at beginning of year2016-12-31$1,293,546
Value of fidelity bond covering the plan2016-12-31$575,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$139,355
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$153,756
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,447,302
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,293,546
Assets. Value of assets in partnership/joint-venture interests2016-12-31$455,000
Total contributions received or receivable from employer(s)2016-12-31$26,880
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,479
2015 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$101,832
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,293,546
Total plan assets at beginning of year2015-12-31$1,191,714
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$64,933
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$101,832
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,293,546
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,191,714
Assets. Value of assets in partnership/joint-venture interests2015-12-31$425,000
Total contributions received or receivable from employer(s)2015-12-31$36,899
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-4,400
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,191,714
Total plan assets at beginning of year2014-12-31$1,196,114
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-35,700
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-4,400
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,191,714
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,196,114
Assets. Value of assets in partnership/joint-venture interests2014-12-31$355,000
Total contributions received or receivable from employer(s)2014-12-31$31,300
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$213,625
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,196,114
Total plan assets at beginning of year2013-12-31$982,489
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$179,545
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$213,625
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,196,114
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$982,489
Assets. Value of assets in partnership/joint-venture interests2013-12-31$340,000
Total contributions received or receivable from employer(s)2013-12-31$34,080
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING 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$235,539
Expenses. Total of all expenses incurred2012-12-31$4,759
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$982,489
Total plan assets at beginning of year2012-12-31$751,709
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$189,089
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$230,780
Net plan assets at end of year (total assets less liabilities)2012-12-31$982,489
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$751,709
Assets. Value of assets in partnership/joint-venture interests2012-12-31$300,000
Total contributions received or receivable from employer(s)2012-12-31$46,450
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,759

Form 5500 Responses for LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN

2022: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING 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 filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICE OF SUSAN I. MONTGOMERY PROFIT SHARING 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

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