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S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameS S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

S S MONTESSORI INC has sponsored the creation of one or more 401k plans.

Company Name:S S MONTESSORI INC
Employer identification number (EIN):954849438
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-03
0012022-01-01ERISA FIDUCIARY SERVICES2023-04-08

Plan Statistics for S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-0724
Total number of particpants at end of year2025-04-0723
Number of Participants With Account Balances2025-04-0717
2024: S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-0322
Total number of particpants at end of year2024-05-0324
Number of Participants With Account Balances2024-05-0320

Financial Data on S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-070
Total liabilities as of the end of the plan year2025-04-070
Total liabilities as of the beginning of the plan year2025-04-070
Total expenses incurred by plan in this plan year2025-04-0718731
Net assets as of the end of the plan year2025-04-07101964
Total assets as of the beginning of the plan year2025-04-0770811
Value of plan covered by a fidelity bond2025-04-07500000
Participant contributions to plan in this plan year2025-04-0724192
Other expenses paid from plan in this plan year2025-04-070
Other contributions to plan in this plan year2025-04-070
Other income to plan in this plan year2025-04-0711407
Plan net income in this plan year2025-04-0731153
Net assets as of the end of the plan year2025-04-07101964
Net assets as of the beginning of the plan year2025-04-0770811
Employer contributions to plan in this plan year2025-04-0714285
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-072032
2024 : S S MONTESSORI INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-030
Total liabilities as of the end of the plan year2024-05-030
Total liabilities as of the beginning of the plan year2024-05-030
Total expenses incurred by plan in this plan year2024-05-031917
Net assets as of the end of the plan year2024-05-0370811
Total assets as of the beginning of the plan year2024-05-0320026
Participant contributions to plan in this plan year2024-05-0327139
Other expenses paid from plan in this plan year2024-05-030
Other contributions to plan in this plan year2024-05-030
Other income to plan in this plan year2024-05-037313
Plan net income in this plan year2024-05-0350785
Net assets as of the end of the plan year2024-05-0370811
Net assets as of the beginning of the plan year2024-05-0320026
Employer contributions to plan in this plan year2024-05-0318250
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-031090

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