JOHNSON & MONTAS, P.A. has sponsored the creation of one or more 401k plans.
Additional information about JOHNSON & MONTAS, P.A.
Submission information for form 5500 for 401k plan JOHNSON & MONTAS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for JOHNSON & MONTAS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2024: JOHNSON & MONTAS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-17 | 9 |
| Total number of particpants at end of year | 2024-06-17 | 8 |
| Number of Participants With Account Balances | 2024-06-17 | 8 |
| 2022: JOHNSON & MONTAS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-12 | 7 |
| Total number of particpants at end of year | 2022-10-12 | 8 |
| Number of Participants With Account Balances | 2022-10-12 | 8 |
| 2012: JOHNSON & MONTAS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 8 |
| Number of participants with account balances | 2012-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : JOHNSON & MONTAS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-17 | 735 |
| Total expenses incurred by plan in this plan year | 2024-06-17 | 109153 |
| Net assets as of the end of the plan year | 2024-06-17 | 1601126 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 1404561 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 250000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 71203 |
| Value of participant loans at end of plan year | 2024-06-17 | 0 |
| Other income to plan in this plan year | 2024-06-17 | 211852 |
| Plan net income in this plan year | 2024-06-17 | 197300 |
| Net assets as of the end of the plan year | 2024-06-17 | 1601126 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 1403826 |
| Value of contributions failed to transmitted timely | 2024-06-17 | 27100 |
| Employer contributions to plan in this plan year | 2024-06-17 | 23398 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 13656 |
| 2022 : JOHNSON & MONTAS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 17432 |
| Net assets as of the end of the plan year | 2022-10-12 | 2334800 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 1996062 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 250000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 73215 |
| Value of participant loans at end of plan year | 2022-10-12 | 5126 |
| Other expenses paid from plan in this plan year | 2022-10-12 | 60 |
| Other contributions to plan in this plan year | 2022-10-12 | 0 |
| Other income to plan in this plan year | 2022-10-12 | 230395 |
| Plan net income in this plan year | 2022-10-12 | 338738 |
| Net assets as of the end of the plan year | 2022-10-12 | 2334800 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 1996062 |
| Employer contributions to plan in this plan year | 2022-10-12 | 52560 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 0 |
| 2012 : JOHNSON & MONTAS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $216,966 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $88,673 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $53,675 |
| Total plan assets at end of year | 2012-12-31 | $1,888,056 |
| Total plan assets at beginning of year | 2012-12-31 | $1,759,763 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $40,300 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $34,998 |
| Other income received | 2012-12-31 | $159,596 |
| Net income (gross income less expenses) | 2012-12-31 | $128,293 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,888,056 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,759,763 |
| Assets. Value of participant loans | 2012-12-31 | $7,876 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $15,844 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $17,070 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
