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LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 401k Plan overview

Plan NameLOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC.
Plan identification number 001

LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 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.
  • 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

LOU ANN MONTEY AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LOU ANN MONTEY AND ASSOCIATES, INC.
Employer identification number (EIN):742722137
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about LOU ANN MONTEY AND ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2010-07-28
Company Identification Number: 0801298615
Legal Registered Office Address: 8400 N MOPAC EXPY STE 304

AUSTIN
United States of America (USA)
78759

More information about LOU ANN MONTEY AND ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KIMBERLY CLAKLEY
0012011-01-01KIMBERLY CLAKLEY
0012010-01-01KIMBERLY CLAKLEY
0012009-01-01KIMBERLY CLAKLEY
0012009-01-01KIMBERLY CLAKLEY

Financial Data on LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC.

Measure Date Value
2017 : LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2017 401k financial data
Total income from all sources2017-12-31$8,287
Total plan assets at end of year2017-12-31$654,602
Total plan assets at beginning of year2017-12-31$646,315
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$5,620
Contributions received from other sources (not participants or employers)2017-12-31$3,420
Other income received2017-12-31$-753
Net income (gross income less expenses)2017-12-31$8,287
Net plan assets at end of year (total assets less liabilities)2017-12-31$654,602
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$646,315
Assets. Value of participant loans2017-12-31$59,397
2016 : LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2016 401k financial data
Total income from all sources2016-12-31$30,807
Total plan assets at end of year2016-12-31$646,315
Total plan assets at beginning of year2016-12-31$615,508
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$24,720
Contributions received from other sources (not participants or employers)2016-12-31$6,840
Other income received2016-12-31$-753
Net income (gross income less expenses)2016-12-31$30,807
Net plan assets at end of year (total assets less liabilities)2016-12-31$646,315
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$615,508
Assets. Value of participant loans2016-12-31$61,397
2015 : LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2015 401k financial data
Total income from all sources2015-12-31$57,062
Expenses. Total of all expenses incurred2015-12-31$1,414
Total plan assets at end of year2015-12-31$615,508
Total plan assets at beginning of year2015-12-31$559,860
Value of fidelity bond covering the plan2015-12-31$60,000
Total contributions received or receivable from participants2015-12-31$45,320
Contributions received from other sources (not participants or employers)2015-12-31$13,662
Other income received2015-12-31$-1,920
Net income (gross income less expenses)2015-12-31$55,648
Net plan assets at end of year (total assets less liabilities)2015-12-31$615,508
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$559,860
Assets. Value of participant loans2015-12-31$61,397
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,414
2014 : LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2014 401k financial data
Total income from all sources2014-12-31$73,380
Expenses. Total of all expenses incurred2014-12-31$1,156
Total plan assets at end of year2014-12-31$559,860
Total plan assets at beginning of year2014-12-31$487,636
Total contributions received or receivable from participants2014-12-31$31,559
Contributions received from other sources (not participants or employers)2014-12-31$11,778
Other income received2014-12-31$30,043
Net income (gross income less expenses)2014-12-31$72,224
Net plan assets at end of year (total assets less liabilities)2014-12-31$559,860
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$487,636
Assets. Value of participant loans2014-12-31$76,554
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,156
2013 : LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2013 401k financial data
Total income from all sources2013-12-31$112,401
Expenses. Total of all expenses incurred2013-12-31$1,057
Total plan assets at end of year2013-12-31$487,636
Total plan assets at beginning of year2013-12-31$376,292
Total contributions received or receivable from participants2013-12-31$37,984
Contributions received from other sources (not participants or employers)2013-12-31$12,321
Other income received2013-12-31$62,096
Net income (gross income less expenses)2013-12-31$111,344
Net plan assets at end of year (total assets less liabilities)2013-12-31$487,636
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$376,292
Assets. Value of participant loans2013-12-31$85,340
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,057
2012 : LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2012 401k financial data
Total income from all sources2012-12-31$88,108
Expenses. Total of all expenses incurred2012-12-31$1,268
Total plan assets at end of year2012-12-31$387,315
Total plan assets at beginning of year2012-12-31$308,175
Total contributions received or receivable from participants2012-12-31$50,987
Contributions received from other sources (not participants or employers)2012-12-31$8,969
Other income received2012-12-31$28,152
Net income (gross income less expenses)2012-12-31$86,840
Net plan assets at end of year (total assets less liabilities)2012-12-31$387,315
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$308,175
Assets. Value of participant loans2012-12-31$97,661
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,268
2011 : LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2011 401k financial data
Total income from all sources2011-12-31$45,749
Expenses. Total of all expenses incurred2011-12-31$1,270
Total plan assets at end of year2011-12-31$308,175
Total plan assets at beginning of year2011-12-31$262,012
Total contributions received or receivable from participants2011-12-31$50,150
Other income received2011-12-31$-4,401
Net income (gross income less expenses)2011-12-31$44,479
Net plan assets at end of year (total assets less liabilities)2011-12-31$308,175
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$262,012
Assets. Value of participant loans2011-12-31$71,629
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,270
2010 : LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2010 401k financial data
Total income from all sources2010-12-31$72,609
Expenses. Total of all expenses incurred2010-12-31$1,062
Total plan assets at end of year2010-12-31$262,012
Total plan assets at beginning of year2010-12-31$190,465
Total contributions received or receivable from participants2010-12-31$47,260
Contributions received from other sources (not participants or employers)2010-12-31$1,062
Other income received2010-12-31$24,287
Net income (gross income less expenses)2010-12-31$71,547
Net plan assets at end of year (total assets less liabilities)2010-12-31$262,012
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$190,465
Assets. Value of participant loans2010-12-31$52,665
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,062

Form 5500 Responses for LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC.

2017: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOU ANN MONTEY & ASSOCIATES, INC. 401(K) PROFIT SH LOU ANN MONTEY AND ASSOCIATES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHD660
Policy instance 1

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