401k Plan data: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES plan

M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 401k Plan overview

Plan Name	M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES
Plan identification number	004

M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

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

Company Name: MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP

Employer identification number (EIN): 230888490

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-03-01
004 2021-03-01
004 2020-02-29
004 2019-03-01
004 2018-03-01
004 2017-03-01 CHRISTINE CUNNINGHAM
004 2016-03-01 SHEILA SAPP
004 2015-03-01 LAURA KELLY
004 2014-03-01 LAURA KELLY
004 2013-03-01 THERESA CLAVIN
004 2012-03-01 THERESA CLAVIN
004 2011-03-01 THERESA CLAVIN
004 2010-03-01 THERESA CLAVIN
004 2009-03-01
004 2009-03-01 MARSHA PERRY
004 2007-03-01 JEANNE BAKKER

Plan Statistics for M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES

401k plan membership statisitcs for M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES

Measure Date Value
2022: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2022 401k membership
Total participants, beginning-of-year 2022-03-01 102
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 61
Number of retired or separated participants receiving benefits 2022-03-01 2
Number of other retired or separated participants entitled to future benefits 2022-03-01 45
Total of all active and inactive participants 2022-03-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 0
Total participants 2022-03-01 108
Number of participants with account balances 2022-03-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-03-01 0
2021: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2021 401k membership
Total participants, beginning-of-year 2021-03-01 117
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 54
Number of retired or separated participants receiving benefits 2021-03-01 1
Number of other retired or separated participants entitled to future benefits 2021-03-01 47
Total of all active and inactive participants 2021-03-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 0
Total participants 2021-03-01 102
Number of participants with account balances 2021-03-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-03-01 0
2020: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2020 401k membership
Total participants, beginning-of-year 2020-02-29 114
Total number of active participants reported on line 7a of the Form 5500 2020-02-29 70
Number of retired or separated participants receiving benefits 2020-02-29 0
Number of other retired or separated participants entitled to future benefits 2020-02-29 47
Total of all active and inactive participants 2020-02-29 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-29 0
Total participants 2020-02-29 117
Number of participants with account balances 2020-02-29 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-29 0
2019: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2019 401k membership
Total participants, beginning-of-year 2019-03-01 103
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 72
Number of retired or separated participants receiving benefits 2019-03-01 1
Number of other retired or separated participants entitled to future benefits 2019-03-01 41
Total of all active and inactive participants 2019-03-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-01 0
Total participants 2019-03-01 114
Number of participants with account balances 2019-03-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 0
2018: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2018 401k membership
Total participants, beginning-of-year 2018-03-01 118
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 62
Number of retired or separated participants receiving benefits 2018-03-01 1
Number of other retired or separated participants entitled to future benefits 2018-03-01 40
Total of all active and inactive participants 2018-03-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 103
Number of participants with account balances 2018-03-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0
2017: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2017 401k membership
Total participants, beginning-of-year 2017-03-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 88
Number of retired or separated participants receiving benefits 2017-03-01 1
Number of other retired or separated participants entitled to future benefits 2017-03-01 29
Total of all active and inactive participants 2017-03-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-03-01 0
Total participants 2017-03-01 118
Number of participants with account balances 2017-03-01 98
2016: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2016 401k membership
Total participants, beginning-of-year 2016-03-01 103
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 80
Number of retired or separated participants receiving benefits 2016-03-01 0
Number of other retired or separated participants entitled to future benefits 2016-03-01 29
Total of all active and inactive participants 2016-03-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 0
Total participants 2016-03-01 109
Number of participants with account balances 2016-03-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 0
2015: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2015 401k membership
Total participants, beginning-of-year 2015-03-01 99
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 76
Number of retired or separated participants receiving benefits 2015-03-01 0
Number of other retired or separated participants entitled to future benefits 2015-03-01 27
Total of all active and inactive participants 2015-03-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 0
Total participants 2015-03-01 103
Number of participants with account balances 2015-03-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 0
2014: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2014 401k membership
Total participants, beginning-of-year 2014-03-01 93
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 71
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 27
Total of all active and inactive participants 2014-03-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 98
Number of participants with account balances 2014-03-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2013 401k membership
Total participants, beginning-of-year 2013-03-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 66
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 27
Total of all active and inactive participants 2013-03-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 93
Number of participants with account balances 2013-03-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2012 401k membership
Total participants, beginning-of-year 2012-03-01 84
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 71
Number of retired or separated participants receiving benefits 2012-03-01 1
Number of other retired or separated participants entitled to future benefits 2012-03-01 0
Total of all active and inactive participants 2012-03-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 72
Number of participants with account balances 2012-03-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2011 401k membership
Total participants, beginning-of-year 2011-03-01 85
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 61
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 23
Total of all active and inactive participants 2011-03-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 84
Number of participants with account balances 2011-03-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0
2010: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2010 401k membership
Total participants, beginning-of-year 2010-03-01 76
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 64
Number of retired or separated participants receiving benefits 2010-03-01 0
Number of other retired or separated participants entitled to future benefits 2010-03-01 21
Total of all active and inactive participants 2010-03-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 0
Total participants 2010-03-01 85
Number of participants with account balances 2010-03-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 0
2009: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2009 401k membership
Total participants, beginning-of-year 2009-03-01 90
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 50
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 26
Total of all active and inactive participants 2009-03-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 76
Number of participants with account balances 2009-03-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0
2007: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2007 401k membership
Total participants, beginning-of-year 2007-03-01 104
Total number of active participants reported on line 7a of the Form 5500 2007-03-01 68
Number of retired or separated participants receiving benefits 2007-03-01 0
Number of other retired or separated participants entitled to future benefits 2007-03-01 22
Total of all active and inactive participants 2007-03-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-03-01 0
Total participants 2007-03-01 90
Number of participants with account balances 2007-03-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-03-01 1

Measure	Date	Value
2022: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2022 401k membership
Total participants, beginning-of-year	2022-03-01	102
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	61
Number of retired or separated participants receiving benefits	2022-03-01	2
Number of other retired or separated participants entitled to future benefits	2022-03-01	45
Total of all active and inactive participants	2022-03-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	0
Total participants	2022-03-01	108
Number of participants with account balances	2022-03-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-03-01	0
2021: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2021 401k membership
Total participants, beginning-of-year	2021-03-01	117
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	54
Number of retired or separated participants receiving benefits	2021-03-01	1
Number of other retired or separated participants entitled to future benefits	2021-03-01	47
Total of all active and inactive participants	2021-03-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	0
Total participants	2021-03-01	102
Number of participants with account balances	2021-03-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-03-01	0
2020: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2020 401k membership
Total participants, beginning-of-year	2020-02-29	114
Total number of active participants reported on line 7a of the Form 5500	2020-02-29	70
Number of retired or separated participants receiving benefits	2020-02-29	0
Number of other retired or separated participants entitled to future benefits	2020-02-29	47
Total of all active and inactive participants	2020-02-29	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-29	0
Total participants	2020-02-29	117
Number of participants with account balances	2020-02-29	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-29	0
2019: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2019 401k membership
Total participants, beginning-of-year	2019-03-01	103
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	72
Number of retired or separated participants receiving benefits	2019-03-01	1
Number of other retired or separated participants entitled to future benefits	2019-03-01	41
Total of all active and inactive participants	2019-03-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-01	0
Total participants	2019-03-01	114
Number of participants with account balances	2019-03-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	0
2018: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2018 401k membership
Total participants, beginning-of-year	2018-03-01	118
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	62
Number of retired or separated participants receiving benefits	2018-03-01	1
Number of other retired or separated participants entitled to future benefits	2018-03-01	40
Total of all active and inactive participants	2018-03-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	103
Number of participants with account balances	2018-03-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0
2017: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2017 401k membership
Total participants, beginning-of-year	2017-03-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	88
Number of retired or separated participants receiving benefits	2017-03-01	1
Number of other retired or separated participants entitled to future benefits	2017-03-01	29
Total of all active and inactive participants	2017-03-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-03-01	0
Total participants	2017-03-01	118
Number of participants with account balances	2017-03-01	98
2016: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2016 401k membership
Total participants, beginning-of-year	2016-03-01	103
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	80
Number of retired or separated participants receiving benefits	2016-03-01	0
Number of other retired or separated participants entitled to future benefits	2016-03-01	29
Total of all active and inactive participants	2016-03-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	0
Total participants	2016-03-01	109
Number of participants with account balances	2016-03-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	0
2015: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2015 401k membership
Total participants, beginning-of-year	2015-03-01	99
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	76
Number of retired or separated participants receiving benefits	2015-03-01	0
Number of other retired or separated participants entitled to future benefits	2015-03-01	27
Total of all active and inactive participants	2015-03-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	0
Total participants	2015-03-01	103
Number of participants with account balances	2015-03-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	0
2014: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2014 401k membership
Total participants, beginning-of-year	2014-03-01	93
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	71
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	27
Total of all active and inactive participants	2014-03-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	98
Number of participants with account balances	2014-03-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2013 401k membership
Total participants, beginning-of-year	2013-03-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	66
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	27
Total of all active and inactive participants	2013-03-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	93
Number of participants with account balances	2013-03-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2012 401k membership
Total participants, beginning-of-year	2012-03-01	84
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	71
Number of retired or separated participants receiving benefits	2012-03-01	1
Number of other retired or separated participants entitled to future benefits	2012-03-01	0
Total of all active and inactive participants	2012-03-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	72
Number of participants with account balances	2012-03-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2011 401k membership
Total participants, beginning-of-year	2011-03-01	85
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	61
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	23
Total of all active and inactive participants	2011-03-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	84
Number of participants with account balances	2011-03-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0
2010: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2010 401k membership
Total participants, beginning-of-year	2010-03-01	76
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	64
Number of retired or separated participants receiving benefits	2010-03-01	0
Number of other retired or separated participants entitled to future benefits	2010-03-01	21
Total of all active and inactive participants	2010-03-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	0
Total participants	2010-03-01	85
Number of participants with account balances	2010-03-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	0
2009: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2009 401k membership
Total participants, beginning-of-year	2009-03-01	90
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	50
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	26
Total of all active and inactive participants	2009-03-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	76
Number of participants with account balances	2009-03-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0
2007: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2007 401k membership
Total participants, beginning-of-year	2007-03-01	104
Total number of active participants reported on line 7a of the Form 5500	2007-03-01	68
Number of retired or separated participants receiving benefits	2007-03-01	0
Number of other retired or separated participants entitled to future benefits	2007-03-01	22
Total of all active and inactive participants	2007-03-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-03-01	0
Total participants	2007-03-01	90
Number of participants with account balances	2007-03-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-03-01	1

Financial Data on M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES

Measure	Date	Value
2023 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2023 401k financial data
Transfers to/from the plan	2023-02-28	$1,914,176
Total plan liabilities at end of year	2023-02-28	$0
Total plan liabilities at beginning of year	2023-02-28	$0
Total income from all sources	2023-02-28	$-585,991
Expenses. Total of all expenses incurred	2023-02-28	$748,393
Benefits paid (including direct rollovers)	2023-02-28	$698,219
Total plan assets at end of year	2023-02-28	$19,743,521
Total plan assets at beginning of year	2023-02-28	$19,163,729
Value of fidelity bond covering the plan	2023-02-28	$500,000
Total contributions received or receivable from participants	2023-02-28	$693,712
Expenses. Other expenses not covered elsewhere	2023-02-28	$0
Contributions received from other sources (not participants or employers)	2023-02-28	$6,332
Other income received	2023-02-28	$-1,286,035
Noncash contributions received	2023-02-28	$0
Net income (gross income less expenses)	2023-02-28	$-1,334,384
Net plan assets at end of year (total assets less liabilities)	2023-02-28	$19,743,521
Net plan assets at beginning of year (total assets less liabilities)	2023-02-28	$19,163,729
Assets. Value of participant loans	2023-02-28	$134,811
Total contributions received or receivable from employer(s)	2023-02-28	$0
Value of certain deemed distributions of participant loans	2023-02-28	$0
Value of corrective distributions	2023-02-28	$40,363
Expenses. Administrative service providers (salaries,fees and commissions)	2023-02-28	$9,811
2022 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2022 401k financial data
Transfers to/from the plan	2022-02-28	$-461,520
Total plan liabilities at end of year	2022-02-28	$0
Total plan liabilities at beginning of year	2022-02-28	$0
Total income from all sources	2022-02-28	$1,449,933
Expenses. Total of all expenses incurred	2022-02-28	$1,557,448
Benefits paid (including direct rollovers)	2022-02-28	$1,532,367
Total plan assets at end of year	2022-02-28	$19,163,729
Total plan assets at beginning of year	2022-02-28	$19,732,764
Value of fidelity bond covering the plan	2022-02-28	$500,000
Total contributions received or receivable from participants	2022-02-28	$728,893
Expenses. Other expenses not covered elsewhere	2022-02-28	$0
Contributions received from other sources (not participants or employers)	2022-02-28	$49,083
Other income received	2022-02-28	$671,957
Noncash contributions received	2022-02-28	$0
Net income (gross income less expenses)	2022-02-28	$-107,515
Net plan assets at end of year (total assets less liabilities)	2022-02-28	$19,163,729
Net plan assets at beginning of year (total assets less liabilities)	2022-02-28	$19,732,764
Assets. Value of participant loans	2022-02-28	$140,143
Total contributions received or receivable from employer(s)	2022-02-28	$0
Value of certain deemed distributions of participant loans	2022-02-28	$0
Value of corrective distributions	2022-02-28	$15,364
Expenses. Administrative service providers (salaries,fees and commissions)	2022-02-28	$9,717
2021 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2021 401k financial data
Transfers to/from the plan	2021-02-28	$-147,518
Total plan liabilities at end of year	2021-02-28	$0
Total plan liabilities at beginning of year	2021-02-28	$0
Total income from all sources	2021-02-28	$4,671,445
Expenses. Total of all expenses incurred	2021-02-28	$3,486,688
Benefits paid (including direct rollovers)	2021-02-28	$3,478,074
Total plan assets at end of year	2021-02-28	$19,732,764
Total plan assets at beginning of year	2021-02-28	$18,695,525
Value of fidelity bond covering the plan	2021-02-28	$500,000
Total contributions received or receivable from participants	2021-02-28	$671,020
Expenses. Other expenses not covered elsewhere	2021-02-28	$0
Contributions received from other sources (not participants or employers)	2021-02-28	$410,701
Other income received	2021-02-28	$3,587,464
Noncash contributions received	2021-02-28	$0
Net income (gross income less expenses)	2021-02-28	$1,184,757
Net plan assets at end of year (total assets less liabilities)	2021-02-28	$19,732,764
Net plan assets at beginning of year (total assets less liabilities)	2021-02-28	$18,695,525
Assets. Value of participant loans	2021-02-28	$120,313
Total contributions received or receivable from employer(s)	2021-02-28	$2,260
Value of certain deemed distributions of participant loans	2021-02-28	$0
Value of corrective distributions	2021-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-02-28	$8,614
2020 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2020 401k financial data
Transfers to/from the plan	2020-02-28	$2,819,714
Total plan liabilities at end of year	2020-02-28	$0
Total plan liabilities at beginning of year	2020-02-28	$0
Total income from all sources	2020-02-28	$1,630,528
Expenses. Total of all expenses incurred	2020-02-28	$3,608,091
Benefits paid (including direct rollovers)	2020-02-28	$3,589,310
Total plan assets at end of year	2020-02-28	$18,695,525
Total plan assets at beginning of year	2020-02-28	$17,853,374
Value of fidelity bond covering the plan	2020-02-28	$500,000
Assets. Value of tangible personal property	2020-02-28	$0
Total contributions received or receivable from participants	2020-02-28	$647,426
Assets. Value of loans (other than to participants)	2020-02-28	$0
Expenses. Other expenses not covered elsewhere	2020-02-28	$0
Contributions received from other sources (not participants or employers)	2020-02-28	$6,119
Other income received	2020-02-28	$976,983
Noncash contributions received	2020-02-28	$0
Net income (gross income less expenses)	2020-02-28	$-1,977,563
Net plan assets at end of year (total assets less liabilities)	2020-02-28	$18,695,525
Net plan assets at beginning of year (total assets less liabilities)	2020-02-28	$17,853,374
Assets. Value of participant loans	2020-02-28	$81,237
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-02-28	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-02-28	$0
Assets. Value of assets in partnership/joint-venture interests	2020-02-28	$0
Assets. Value of real-estate (other than employer real property)	2020-02-28	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-02-28	$0
Assets. Value of employer securities	2020-02-28	$0
Assets. Value of employer real property	2020-02-28	$0
Total contributions received or receivable from employer(s)	2020-02-28	$0
Value of certain deemed distributions of participant loans	2020-02-28	$4,729
Value of corrective distributions	2020-02-28	$4,405
Expenses. Administrative service providers (salaries,fees and commissions)	2020-02-28	$9,647
2018 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2018 401k financial data
Transfers to/from the plan	2018-02-28	$1,861,212
Total plan liabilities at end of year	2018-02-28	$0
Total plan liabilities at beginning of year	2018-02-28	$0
Total income from all sources	2018-02-28	$2,874,914
Expenses. Total of all expenses incurred	2018-02-28	$8,429,074
Benefits paid (including direct rollovers)	2018-02-28	$8,417,140
Total plan assets at end of year	2018-02-28	$19,430,841
Total plan assets at beginning of year	2018-02-28	$23,123,789
Value of fidelity bond covering the plan	2018-02-28	$500,000
Total contributions received or receivable from participants	2018-02-28	$825,834
Expenses. Other expenses not covered elsewhere	2018-02-28	$0
Contributions received from other sources (not participants or employers)	2018-02-28	$114,040
Other income received	2018-02-28	$1,935,040
Noncash contributions received	2018-02-28	$0
Net income (gross income less expenses)	2018-02-28	$-5,554,160
Net plan assets at end of year (total assets less liabilities)	2018-02-28	$19,430,841
Net plan assets at beginning of year (total assets less liabilities)	2018-02-28	$23,123,789
Assets. Value of participant loans	2018-02-28	$103,996
Total contributions received or receivable from employer(s)	2018-02-28	$0
Value of certain deemed distributions of participant loans	2018-02-28	$0
Value of corrective distributions	2018-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-02-28	$11,934
2017 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2017 401k financial data
Transfers to/from the plan	2017-02-28	$1,350,762
Total plan liabilities at end of year	2017-02-28	$0
Total plan liabilities at beginning of year	2017-02-28	$0
Total income from all sources	2017-02-28	$4,856,242
Expenses. Total of all expenses incurred	2017-02-28	$3,635,613
Benefits paid (including direct rollovers)	2017-02-28	$3,637,399
Total plan assets at end of year	2017-02-28	$23,123,789
Total plan assets at beginning of year	2017-02-28	$20,552,398
Value of fidelity bond covering the plan	2017-02-28	$500,000
Total contributions received or receivable from participants	2017-02-28	$712,607
Expenses. Other expenses not covered elsewhere	2017-02-28	$0
Contributions received from other sources (not participants or employers)	2017-02-28	$1,353,133
Other income received	2017-02-28	$2,790,502
Noncash contributions received	2017-02-28	$0
Net income (gross income less expenses)	2017-02-28	$1,220,629
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$23,123,789
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$20,552,398
Assets. Value of participant loans	2017-02-28	$116,675
Total contributions received or receivable from employer(s)	2017-02-28	$0
Value of certain deemed distributions of participant loans	2017-02-28	$0
Value of corrective distributions	2017-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-02-28	$-1,786
2016 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2016 401k financial data
Transfers to/from the plan	2016-02-29	$4,446,617
Total income from all sources	2016-02-29	$-286,810
Expenses. Total of all expenses incurred	2016-02-29	$3,073,225
Benefits paid (including direct rollovers)	2016-02-29	$3,071,145
Total plan assets at end of year	2016-02-29	$20,552,398
Total plan assets at beginning of year	2016-02-29	$19,465,816
Value of fidelity bond covering the plan	2016-02-29	$500,000
Total contributions received or receivable from participants	2016-02-29	$609,041
Contributions received from other sources (not participants or employers)	2016-02-29	$36,953
Other income received	2016-02-29	$-943,779
Net income (gross income less expenses)	2016-02-29	$-3,360,035
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$20,552,398
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$19,465,816
Assets. Value of participant loans	2016-02-29	$90,532
Total contributions received or receivable from employer(s)	2016-02-29	$10,975
Value of corrective distributions	2016-02-29	$337
Expenses. Administrative service providers (salaries,fees and commissions)	2016-02-29	$1,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-02-29	$0
2015 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2015 401k financial data
Transfers to/from the plan	2015-02-28	$2,447,100
Total income from all sources	2015-02-28	$1,617,942
Expenses. Total of all expenses incurred	2015-02-28	$463,028
Benefits paid (including direct rollovers)	2015-02-28	$460,869
Total plan assets at end of year	2015-02-28	$19,465,816
Total plan assets at beginning of year	2015-02-28	$15,863,802
Value of fidelity bond covering the plan	2015-02-28	$500,000
Total contributions received or receivable from participants	2015-02-28	$501,913
Contributions received from other sources (not participants or employers)	2015-02-28	$109,830
Other income received	2015-02-28	$1,006,199
Net income (gross income less expenses)	2015-02-28	$1,154,914
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$19,465,816
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$15,863,802
Assets. Value of participant loans	2015-02-28	$89,970
Expenses. Administrative service providers (salaries,fees and commissions)	2015-02-28	$2,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0
2014 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2014 401k financial data
Transfers to/from the plan	2014-02-28	$-846,245
Total income from all sources	2014-02-28	$2,260,000
Expenses. Total of all expenses incurred	2014-02-28	$167,481
Benefits paid (including direct rollovers)	2014-02-28	$157,291
Total plan assets at end of year	2014-02-28	$15,863,802
Total plan assets at beginning of year	2014-02-28	$14,617,528
Value of fidelity bond covering the plan	2014-02-28	$500,000
Total contributions received or receivable from participants	2014-02-28	$495,479
Contributions received from other sources (not participants or employers)	2014-02-28	$164,133
Other income received	2014-02-28	$1,600,388
Net income (gross income less expenses)	2014-02-28	$2,092,519
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$15,863,802
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$14,617,528
Assets. Value of participant loans	2014-02-28	$115,747
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-28	$10,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-02-28	$0
2013 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2013 401k financial data
Total income from all sources	2013-02-28	$1,395,245
Expenses. Total of all expenses incurred	2013-02-28	$644,182
Benefits paid (including direct rollovers)	2013-02-28	$640,287
Total plan assets at end of year	2013-02-28	$14,617,528
Total plan assets at beginning of year	2013-02-28	$13,866,465
Value of fidelity bond covering the plan	2013-02-28	$500,000
Total contributions received or receivable from participants	2013-02-28	$431,307
Contributions received from other sources (not participants or employers)	2013-02-28	$16,861
Other income received	2013-02-28	$947,077
Net income (gross income less expenses)	2013-02-28	$751,063
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$14,617,528
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$13,866,465
Assets. Value of participant loans	2013-02-28	$144,362
Expenses. Administrative service providers (salaries,fees and commissions)	2013-02-28	$3,895
2012 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2012 401k financial data
Transfers to/from the plan	2012-02-29	$3,774,916
Total income from all sources	2012-02-29	$667,142
Expenses. Total of all expenses incurred	2012-02-29	$2,647,162
Benefits paid (including direct rollovers)	2012-02-29	$2,646,890
Total plan assets at end of year	2012-02-29	$13,866,465
Total plan assets at beginning of year	2012-02-29	$12,071,569
Value of fidelity bond covering the plan	2012-02-29	$500,000
Total contributions received or receivable from participants	2012-02-29	$363,426
Other income received	2012-02-29	$303,716
Net income (gross income less expenses)	2012-02-29	$-1,980,020
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$13,866,465
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$12,071,569
Assets. Value of participant loans	2012-02-29	$105,568
Expenses. Administrative service providers (salaries,fees and commissions)	2012-02-29	$272
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-02-29	$0
2011 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2011 401k financial data
Total income from all sources	2011-02-28	$1,544,578
Expenses. Total of all expenses incurred	2011-02-28	$635,409
Benefits paid (including direct rollovers)	2011-02-28	$611,878
Total plan assets at end of year	2011-02-28	$12,071,569
Total plan assets at beginning of year	2011-02-28	$11,162,400
Value of fidelity bond covering the plan	2011-02-28	$500,000
Total contributions received or receivable from participants	2011-02-28	$387,625
Other income received	2011-02-28	$1,156,953
Net income (gross income less expenses)	2011-02-28	$909,169
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$12,071,569
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$11,162,400
Assets. Value of participant loans	2011-02-28	$62,041
Value of corrective distributions	2011-02-28	$23,248
Expenses. Administrative service providers (salaries,fees and commissions)	2011-02-28	$283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-02-28	$0
2010 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0
2008 : M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2008 401k financial data
Transfers to/from the plan	2008-02-29	$-165,958
Total income from all sources	2008-02-29	$955,473
Expenses. Total of all expenses incurred	2008-02-29	$1,136,025
Benefits paid (including direct rollovers)	2008-02-29	$1,134,632
Total plan assets at end of year	2008-02-29	$8,478,388
Total plan assets at beginning of year	2008-02-29	$8,824,898
Value of fidelity bond covering the plan	2008-02-29	$500,000
Total contributions received or receivable from participants	2008-02-29	$650,013
Expenses. Other expenses not covered elsewhere	2008-02-29	$1,393
Contributions received from other sources (not participants or employers)	2008-02-29	$243,053
Other income received	2008-02-29	$62,407
Net income (gross income less expenses)	2008-02-29	$-180,552
Net plan assets at end of year (total assets less liabilities)	2008-02-29	$8,478,388
Net plan assets at beginning of year (total assets less liabilities)	2008-02-29	$8,824,898
Assets. Value of participant loans	2008-02-29	$28,343

Form 5500 Responses for M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES

2022: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Submission has been amended	No
2022-03-01	This submission is the final filing	No
2022-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-03-01	Plan is a collectively bargained plan	No
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Submission has been amended	No
2021-03-01	This submission is the final filing	No
2021-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-03-01	Plan is a collectively bargained plan	No
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2020 form 5500 responses
2020-02-29	Type of plan entity	Single employer plan
2020-02-29	Submission has been amended	No
2020-02-29	This submission is the final filing	No
2020-02-29	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-29	Plan is a collectively bargained plan	No
2020-02-29	Plan funding arrangement – Trust	Yes
2020-02-29	Plan benefit arrangement - Trust	Yes
2019: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	This submission is the final filing	No
2019-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	No
2018-03-01	This submission is the final filing	No
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Submission has been amended	No
2017-03-01	This submission is the final filing	No
2017-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-03-01	Plan is a collectively bargained plan	No
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Submission has been amended	No
2016-03-01	This submission is the final filing	No
2016-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-03-01	Plan is a collectively bargained plan	No
2016-03-01	Plan funding arrangement – Insurance	Yes
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement – Insurance	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	No
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Insurance	Yes
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement – Insurance	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Insurance	Yes
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement – Insurance	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Insurance	Yes
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement – Insurance	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Insurance	Yes
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement – Insurance	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Insurance	Yes
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement – Insurance	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Submission has been amended	No
2010-03-01	This submission is the final filing	No
2010-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-03-01	Plan is a collectively bargained plan	No
2010-03-01	Plan funding arrangement – Insurance	Yes
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement – Insurance	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Insurance	Yes
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement – Insurance	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes
2007: M M W & R, LLP RTMT SAVINGS PLAN FOR ASSOCIATES 2007 form 5500 responses
2007-03-01	Type of plan entity	Single employer plan
2007-03-01	Submission has been amended	No
2007-03-01	This submission is the final filing	No
2007-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-03-01	Plan is a collectively bargained plan	No
2007-03-01	Plan funding arrangement – Insurance	Yes
2007-03-01	Plan funding arrangement – Trust	Yes
2007-03-01	Plan benefit arrangement – Insurance	Yes
2007-03-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37796-002

Policy instance

Insurance contract or identification number	37796-002
Number of Individuals Covered	103
Insurance policy start date	2015-03-01
Insurance policy end date	2016-02-29
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37796-002

Policy instance

Insurance contract or identification number	37796-002
Number of Individuals Covered	98
Insurance policy start date	2014-03-01
Insurance policy end date	2015-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37796-002

Policy instance

Insurance contract or identification number	37796-002
Number of Individuals Covered	93
Insurance policy start date	2013-03-01
Insurance policy end date	2014-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37796-002

Policy instance

Insurance contract or identification number	37796-002
Number of Individuals Covered	72
Insurance policy start date	2012-03-01
Insurance policy end date	2013-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37796-002

Policy instance

Insurance contract or identification number	37796-002
Number of Individuals Covered	84
Insurance policy start date	2011-03-01
Insurance policy end date	2012-02-29
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37796-002

Policy instance

Insurance contract or identification number	37796-002
Number of Individuals Covered	85
Insurance policy start date	2010-03-01
Insurance policy end date	2011-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37796-002

Policy instance

Insurance contract or identification number	37796-002
Number of Individuals Covered	90
Insurance policy start date	2007-03-01
Insurance policy end date	2008-02-29
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP
Employer identification number (EIN):	230888490
NAIC Classification:	541190