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MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 401k Plan overview

Plan NameMONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN
Plan identification number 001

MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS has sponsored the creation of one or more 401k plans.

Company Name:MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS
Employer identification number (EIN):630418302
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01INEZ LEWIS2023-10-06
0012021-01-01GERALD R. BOONE2022-10-13
0012020-01-01LYNN M WISE2021-10-14
0012019-01-01
0012018-01-01
0012017-01-01LYNN M. WISE
0012016-01-01LYNN M. WISE
0012015-01-01LYNN M. WISE
0012014-01-01LYNN M. WISE
0012013-01-01LYNN M. WISE
0012012-01-01LYNN M WISE
0012011-01-01RAYTHEON K SCOTT
0012009-01-01JOHN MORRIS

Plan Statistics for MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN

401k plan membership statisitcs for MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN

Measure Date Value
2022: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-0187
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0196
Number of participants with account balances2022-01-0138
2021: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01152
Total number of active participants reported on line 7a of the Form 55002021-01-0195
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01137
Number of participants with account balances2021-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01174
Number of participants with account balances2020-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01200
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01187
Number of participants with account balances2019-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01206
Total number of active participants reported on line 7a of the Form 55002018-01-01219
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01235
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01199
Total number of active participants reported on line 7a of the Form 55002017-01-01231
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01202
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01201
Total number of active participants reported on line 7a of the Form 55002014-01-01200
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01205
Number of participants with account balances2014-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01216
Total number of active participants reported on line 7a of the Form 55002013-01-01204
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
Number of participants with account balances2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01204
Total number of active participants reported on line 7a of the Form 55002012-01-01212
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01218
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01207
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01213
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01209
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01211
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN

Measure Date Value
2022 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-40,760
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$180,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$169,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$49,254
Value of total assets at end of year2022-12-31$389,189
Value of total assets at beginning of year2022-12-31$610,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,552
Total interest from all sources2022-12-31$-536
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$10,552
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$25,838
Participant contributions at end of year2022-12-31$2,578
Participant contributions at beginning of year2022-12-31$3,522
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-221,307
Value of net assets at end of year (total assets less liabilities)2022-12-31$389,189
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$610,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$283,743
Value of interest in pooled separate accounts at beginning of year2022-12-31$425,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$30,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$30,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$100,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$148,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-89,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$23,416
Employer contributions (assets) at end of year2022-12-31$2,577
Employer contributions (assets) at beginning of year2022-12-31$2,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$169,995
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALDRIDGE, BORDEN & COMPANY, PC
Accountancy firm EIN2022-12-31630781330
2021 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$127,406
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$95,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$87,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$78,479
Value of total assets at end of year2021-12-31$610,496
Value of total assets at beginning of year2021-12-31$578,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,646
Total interest from all sources2021-12-31$779
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,646
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$44,149
Participant contributions at end of year2021-12-31$3,522
Participant contributions at beginning of year2021-12-31$3,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$31,915
Value of net assets at end of year (total assets less liabilities)2021-12-31$610,496
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$578,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$425,266
Value of interest in pooled separate accounts at beginning of year2021-12-31$373,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$30,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$28,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$28,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$148,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$170,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$48,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$34,330
Employer contributions (assets) at end of year2021-12-31$2,792
Employer contributions (assets) at beginning of year2021-12-31$2,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$87,845
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALDRIDGE, BORDEN & COMPANY, PC
Accountancy firm EIN2021-12-31630781330
2020 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$130,126
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$112,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$106,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$70,414
Value of total assets at end of year2020-12-31$578,581
Value of total assets at beginning of year2020-12-31$561,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,902
Total interest from all sources2020-12-31$1,876
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$5,902
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$37,247
Participant contributions at end of year2020-12-31$3,305
Participant contributions at beginning of year2020-12-31$3,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,519
Value of net assets at end of year (total assets less liabilities)2020-12-31$578,581
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$561,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$373,765
Value of interest in pooled separate accounts at beginning of year2020-12-31$343,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$28,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$27,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$27,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$170,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$183,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$57,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$33,167
Employer contributions (assets) at end of year2020-12-31$2,921
Employer contributions (assets) at beginning of year2020-12-31$3,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$106,705
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JACKSON THORNTON & CO, PC
Accountancy firm EIN2020-12-31631035228
2019 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$90
Total income from all sources (including contributions)2019-12-31$150,003
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$125,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$121,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$81,544
Value of total assets at end of year2019-12-31$561,062
Value of total assets at beginning of year2019-12-31$536,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,238
Total interest from all sources2019-12-31$11,695
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$43,839
Participant contributions at end of year2019-12-31$3,679
Participant contributions at beginning of year2019-12-31$4,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,498
Value of net assets at end of year (total assets less liabilities)2019-12-31$561,062
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$536,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$343,311
Value of interest in pooled separate accounts at beginning of year2019-12-31$327,498
Interest earned on other investments2019-12-31$11,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$27,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$183,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$175,643
Net investment gain/loss from pooled separate accounts2019-12-31$56,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$37,705
Employer contributions (assets) at end of year2019-12-31$3,262
Employer contributions (assets) at beginning of year2019-12-31$3,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$121,267
Contract administrator fees2019-12-31$4,238
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JACKSON THORNTON & CO, PC
Accountancy firm EIN2019-12-31631035228
2018 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$90
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,092
Total income from all sources (including contributions)2018-12-31$62,960
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$110,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$110,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$88,946
Value of total assets at end of year2018-12-31$536,654
Value of total assets at beginning of year2018-12-31$585,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$426
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$47,806
Participant contributions at end of year2018-12-31$4,238
Participant contributions at beginning of year2018-12-31$3,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$90
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-47,847
Value of net assets at end of year (total assets less liabilities)2018-12-31$536,564
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$584,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$327,498
Value of interest in pooled separate accounts at beginning of year2018-12-31$340,010
Interest earned on other investments2018-12-31$426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$22,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$22,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$175,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$216,998
Net investment gain/loss from pooled separate accounts2018-12-31$-26,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$41,140
Employer contributions (assets) at end of year2018-12-31$3,636
Employer contributions (assets) at beginning of year2018-12-31$2,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$110,807
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JACKSON THRONTON & CO, PC
Accountancy firm EIN2018-12-31631035228
2017 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$119,325
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$85,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$85,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$77,617
Value of total assets at end of year2017-12-31$585,503
Value of total assets at beginning of year2017-12-31$550,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$3,606
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$42,054
Participant contributions at end of year2017-12-31$3,088
Participant contributions at beginning of year2017-12-31$3,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$33,519
Value of net assets at end of year (total assets less liabilities)2017-12-31$584,411
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$550,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$340,010
Value of interest in pooled separate accounts at beginning of year2017-12-31$289,636
Interest earned on other investments2017-12-31$3,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$22,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$216,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$231,005
Net investment gain/loss from pooled separate accounts2017-12-31$38,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$35,563
Employer contributions (assets) at end of year2017-12-31$2,817
Employer contributions (assets) at beginning of year2017-12-31$3,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$85,806
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2017-12-31631035228
2016 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$104,682
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$67,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$67,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$80,681
Value of total assets at end of year2016-12-31$550,892
Value of total assets at beginning of year2016-12-31$513,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$6,177
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$42,972
Participant contributions at end of year2016-12-31$3,647
Participant contributions at beginning of year2016-12-31$3,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$37,208
Value of net assets at end of year (total assets less liabilities)2016-12-31$550,892
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$513,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$289,636
Value of interest in pooled separate accounts at beginning of year2016-12-31$259,176
Interest earned on other investments2016-12-31$6,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$23,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$23,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$231,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$223,740
Net investment gain/loss from pooled separate accounts2016-12-31$17,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$37,709
Employer contributions (assets) at end of year2016-12-31$3,291
Employer contributions (assets) at beginning of year2016-12-31$3,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$67,474
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2016-12-31631035228
2015 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$76,674
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$190,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$190,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$83,503
Value of total assets at end of year2015-12-31$513,684
Value of total assets at beginning of year2015-12-31$627,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$4,427
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$48,268
Participant contributions at end of year2015-12-31$3,812
Participant contributions at beginning of year2015-12-31$4,091
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-114,246
Value of net assets at end of year (total assets less liabilities)2015-12-31$513,684
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$627,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$259,176
Value of interest in pooled separate accounts at beginning of year2015-12-31$355,384
Interest earned on other investments2015-12-31$4,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$23,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$25,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$223,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$240,100
Net investment gain/loss from pooled separate accounts2015-12-31$-11,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$35,214
Employer contributions (assets) at end of year2015-12-31$3,497
Employer contributions (assets) at beginning of year2015-12-31$3,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$190,920
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JACKSON THORNTON & CO
Accountancy firm EIN2015-12-31631035228
2014 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$100,584
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$206,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$206,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$94,637
Value of total assets at end of year2014-12-31$627,930
Value of total assets at beginning of year2014-12-31$733,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$5,374
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$54,156
Participant contributions at end of year2014-12-31$4,091
Participant contributions at beginning of year2014-12-31$5,573
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-105,681
Value of net assets at end of year (total assets less liabilities)2014-12-31$627,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$733,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$355,384
Value of interest in pooled separate accounts at beginning of year2014-12-31$386,211
Interest earned on other investments2014-12-31$5,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$25,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$28,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$28,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$240,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$309,090
Net investment gain/loss from pooled separate accounts2014-12-31$573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$39,461
Employer contributions (assets) at end of year2014-12-31$3,055
Employer contributions (assets) at beginning of year2014-12-31$4,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$206,265
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JACKSON THORNTON & CO
Accountancy firm EIN2014-12-31631035228
2013 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$232,849
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$324,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$324,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$142,576
Value of total assets at end of year2013-12-31$733,611
Value of total assets at beginning of year2013-12-31$825,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$8,819
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$84,883
Participant contributions at end of year2013-12-31$5,573
Participant contributions at beginning of year2013-12-31$6,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-91,517
Value of net assets at end of year (total assets less liabilities)2013-12-31$733,611
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$825,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$386,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$377,122
Interest earned on other investments2013-12-31$8,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$28,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$24,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$24,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$309,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$412,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$81,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$57,693
Employer contributions (assets) at end of year2013-12-31$4,536
Employer contributions (assets) at beginning of year2013-12-31$4,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$324,366
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JACKSON THORNTON & CO
Accountancy firm EIN2013-12-31631035228
2012 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$203,008
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$211,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$211,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$152,033
Value of total assets at end of year2012-12-31$825,128
Value of total assets at beginning of year2012-12-31$833,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$9,830
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$88,348
Participant contributions at end of year2012-12-31$6,057
Participant contributions at beginning of year2012-12-31$8,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$41,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-8,587
Value of net assets at end of year (total assets less liabilities)2012-12-31$825,128
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$833,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$377,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$353,932
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$24,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$21,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$21,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$412,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$444,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$63,685
Employer contributions (assets) at end of year2012-12-31$4,763
Employer contributions (assets) at beginning of year2012-12-31$5,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$211,595
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JACKSON THORNTON & CO PC
Accountancy firm EIN2012-12-31631035228
2011 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$173,569
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$39,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$174,716
Value of total assets at end of year2011-12-31$833,715
Value of total assets at beginning of year2011-12-31$699,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$8,868
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$105,649
Participant contributions at end of year2011-12-31$8,356
Participant contributions at beginning of year2011-12-31$8,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$133,793
Value of net assets at end of year (total assets less liabilities)2011-12-31$833,715
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$699,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$353,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$280,749
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$21,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$444,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$386,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$69,067
Employer contributions (assets) at end of year2011-12-31$5,239
Employer contributions (assets) at beginning of year2011-12-31$5,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$39,776
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JACKSON THORNTON & CO PC
Accountancy firm EIN2011-12-31631035228
2010 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,430
Total income from all sources (including contributions)2010-12-31$209,532
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$27,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$175,787
Value of total assets at end of year2010-12-31$699,922
Value of total assets at beginning of year2010-12-31$521,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$8,133
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$104,133
Participant contributions at end of year2010-12-31$8,916
Participant contributions at beginning of year2010-12-31$7,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$181,608
Value of net assets at end of year (total assets less liabilities)2010-12-31$699,922
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$518,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$280,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$171,897
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$386,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$323,624
Net investment gain/loss from pooled separate accounts2010-12-31$25,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$71,654
Employer contributions (assets) at end of year2010-12-31$5,780
Employer contributions (assets) at beginning of year2010-12-31$6,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,924
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2010-12-31631035228
2009 : MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN

2022: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BV4W
Policy instance 1
Insurance contract or identification numberGAP-B2-BV4W
Number of Individuals Covered96
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BV4W
Policy instance 1
Insurance contract or identification numberGAP-B2-BV4W
Number of Individuals Covered84
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-BV4W
Policy instance 1
Insurance contract or identification numberGAP-B2-BV4W
Number of Individuals Covered88
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number673-85021
Policy instance 1
Insurance contract or identification number673-85021
Number of Individuals Covered82
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number673-85021
Policy instance 1
Insurance contract or identification number673-85021
Number of Individuals Covered88
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,201
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,201
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number673-85021
Policy instance 1
Insurance contract or identification number673-85021
Number of Individuals Covered70
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,739
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,739
Insurance broker organization code?4
Insurance broker nameSAGEPOINT FINANCIAL INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number673-85021
Policy instance 1
Insurance contract or identification number673-85021
Number of Individuals Covered69
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,681
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,681
Insurance broker organization code?4
Insurance broker nameSAGEPOINT FINANCIAL INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number673-85021
Policy instance 1
Insurance contract or identification number673-85021
Number of Individuals Covered71
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,117
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,117
Insurance broker organization code?4
Insurance broker nameSAGEPOINT FINANCIAL INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number673-85021
Policy instance 1
Insurance contract or identification number673-85021
Number of Individuals Covered80
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,748
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,748
Insurance broker organization code?4
Insurance broker nameSAGEPOINT FINANCIAL INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number673-85021
Policy instance 1
Insurance contract or identification number673-85021
Number of Individuals Covered91
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,060
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,060
Insurance broker organization code?4
Insurance broker nameSAGEPOINT FINANCIAL INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number673-85021
Policy instance 1
Insurance contract or identification number673-85021
Number of Individuals Covered88
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,142
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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