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GREGORY A. MONTEGNA, ALC PROFIT SHARING PLAN 401k Plan overview

Plan NameGREGORY A. MONTEGNA, ALC PROFIT SHARING PLAN
Plan identification number 002

GREGORY A. MONTEGNA, ALC 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

GREGORY ALAN MONTEGNA, A LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GREGORY ALAN MONTEGNA, A LAW CORPORATION
Employer identification number (EIN):330226206
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY A. MONTEGNA, ALC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01GREGORY MONTEGNA2024-04-02 GREGORY MONTEGNA2024-04-02
0022022-01-01GREGORY MONTEGNA2023-07-10
0022021-01-01GREGORY MONTEGNA2022-04-06
0022020-01-01GREGORY MONTEGNA2021-02-20 GREGORY MONTEGNA2021-02-20
0022020-01-01GREGORY MONTEGNA2022-04-06
0022019-01-01GREGORY MONTEGNA2020-02-27 GREGORY MONTEGNA2020-02-27
0022018-01-01GREGORY MONTEGNA2019-07-22 GREGORY MONTEGNA2019-07-22
0022017-01-01GREGORY MONTEGNA2018-09-09 GREGORY MONTEGNA2018-09-09
0022016-01-01GREGORY MONTEGNA2017-03-22 GREGORY MONTEGNA2017-03-22
0022015-01-01GREGORY MONTEGNA2016-10-11 GREGORY MONTEGNA2016-10-11
0022014-01-01GREGORY MONTEGNA2015-10-16 GREGORY MONTEGNA2015-10-16
0022013-01-01GREGORY A. MONTEGNA2014-10-04 GREGORY A. MONTEGNA2014-10-04
0022012-01-01GREGORY A. MONTEGNA2013-10-01 GREGORY A. MONTEGNA2013-10-01
0022011-01-01GREGORY A. MONTEGNA2012-10-13 GREGORY A. MONTEGNA2012-10-13
0022010-01-01GREGORY A. MONTEGNA2011-10-05 GREGORY A. MONTEGNA2011-10-05

Financial Data on GREGORY A. MONTEGNA, ALC PROFIT SHARING PLAN

Measure Date Value
2025 : GREGORY A. MONTEGNA, ALC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-3025354
Net assets as of the end of the plan year2025-06-301680311
Total assets as of the beginning of the plan year2025-06-301488833
Value of plan covered by a fidelity bond2025-06-30170000
Participant contributions to plan in this plan year2025-06-3030500
Other expenses paid from plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-30125391
Plan net income in this plan year2025-06-30191478
Net assets as of the end of the plan year2025-06-301680311
Net assets as of the beginning of the plan year2025-06-301488833
Employer contributions to plan in this plan year2025-06-3060941
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-3025354
2024 : GREGORY A. MONTEGNA, ALC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-0221507
Net assets as of the end of the plan year2024-04-021488833
Total assets as of the beginning of the plan year2024-04-021263617
Value of plan covered by a fidelity bond2024-04-02140000
Participant contributions to plan in this plan year2024-04-0230000
Other expenses paid from plan in this plan year2024-04-020
Other income to plan in this plan year2024-04-02164937
Plan net income in this plan year2024-04-02225216
Net assets as of the end of the plan year2024-04-021488833
Net assets as of the beginning of the plan year2024-04-021263617
Employer contributions to plan in this plan year2024-04-0251786
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-0221507
2022 : GREGORY A. MONTEGNA, ALC PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-04-060
Total liabilities as of the beginning of the plan year2022-04-060
Total expenses incurred by plan in this plan year2022-04-0621910
Net assets as of the end of the plan year2022-04-061408924
Total assets as of the beginning of the plan year2022-04-061179967
Value of plan covered by a fidelity bond2022-04-06110000
Participant contributions to plan in this plan year2022-04-0626000
Other contributions to plan in this plan year2022-04-060
Other income to plan in this plan year2022-04-06181920
Plan net income in this plan year2022-04-06228957
Net assets as of the end of the plan year2022-04-061408924
Net assets as of the beginning of the plan year2022-04-061179967
Employer contributions to plan in this plan year2022-04-0642947
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0621910

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