Fidelity bond in place
Yes
Filing
Montech 401(K) Retirement Plan
Montech LLC • EIN 56-2100196 • Plan year 2003
Filing Insights
Participants
Down12 → 6
-6 • -50.00%
Assets
Up$101,223 → $107,460
$6,237 • 6.16%
Investment Management Fee
-
Admin expenses - • Total expenses $28,907
Filing Details
Context- Net investment result
- $6,237
- Pension payor EIN
- 42-0127290
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Montech 401(K) Retirement Plan | - | 0 | $0 | $0 | - |
| 2009 | 1 | 6 | $189,312 | $3,970 | $662iApproximate average salary by contribution assumption: employee only about $16,542 at 4% or $11,028 at 6%; with 50% employer match about $11,028 at 4% or $7,352 at 6%; with 100% employer match about $8,271 at 4% or $5,514 at 6%. |
| Montech 401(K) Retirement Plan | - | 6 | $189,312 | $3,970 | $662iApproximate average salary by contribution assumption: employee only about $16,542 at 4% or $11,028 at 6%; with 50% employer match about $11,028 at 4% or $7,352 at 6%; with 100% employer match about $8,271 at 4% or $5,514 at 6%. |
| 2008 | 1 | 5 | $147,219 | $29,115 | $5,823iApproximate average salary by contribution assumption: employee only about $145,575 at 4% or $97,050 at 6%; with 50% employer match about $97,050 at 4% or $64,700 at 6%; with 100% employer match about $72,788 at 4% or $48,525 at 6%. |
| Montech 401(K) Retirement Plan | - | 5 | $147,219 | $29,115 | $5,823iApproximate average salary by contribution assumption: employee only about $145,575 at 4% or $97,050 at 6%; with 50% employer match about $97,050 at 4% or $64,700 at 6%; with 100% employer match about $72,788 at 4% or $48,525 at 6%. |
| 2007 | 1 | 4 | $213,318 | $31,930 | $7,983iApproximate average salary by contribution assumption: employee only about $199,563 at 4% or $133,042 at 6%; with 50% employer match about $133,042 at 4% or $88,694 at 6%; with 100% employer match about $99,781 at 4% or $66,521 at 6%. |
| Montech 401(K) Retirement Plan | - | 4 | $213,318 | $31,930 | $7,983iApproximate average salary by contribution assumption: employee only about $199,563 at 4% or $133,042 at 6%; with 50% employer match about $133,042 at 4% or $88,694 at 6%; with 100% employer match about $99,781 at 4% or $66,521 at 6%. |
| 2006 | 1 | 4 | $177,865 | $13,984 | $3,496iApproximate average salary by contribution assumption: employee only about $87,400 at 4% or $58,267 at 6%; with 50% employer match about $58,267 at 4% or $38,844 at 6%; with 100% employer match about $43,700 at 4% or $29,133 at 6%. |
| Montech 401(K) Retirement Plan | - | 4 | $177,865 | $13,984 | $3,496iApproximate average salary by contribution assumption: employee only about $87,400 at 4% or $58,267 at 6%; with 50% employer match about $58,267 at 4% or $38,844 at 6%; with 100% employer match about $43,700 at 4% or $29,133 at 6%. |
| 2005 | 1 | 4 | $153,896 | $30,153 | $7,538iApproximate average salary by contribution assumption: employee only about $188,456 at 4% or $125,638 at 6%; with 50% employer match about $125,638 at 4% or $83,758 at 6%; with 100% employer match about $94,228 at 4% or $62,819 at 6%. |
| Montech 401(K) Retirement Plan | - | 4 | $153,896 | $30,153 | $7,538iApproximate average salary by contribution assumption: employee only about $188,456 at 4% or $125,638 at 6%; with 50% employer match about $125,638 at 4% or $83,758 at 6%; with 100% employer match about $94,228 at 4% or $62,819 at 6%. |
| 2004 | 1 | 5 | $130,384 | $16,472 | $3,294iApproximate average salary by contribution assumption: employee only about $82,360 at 4% or $54,907 at 6%; with 50% employer match about $54,907 at 4% or $36,604 at 6%; with 100% employer match about $41,180 at 4% or $27,453 at 6%. |
| Montech 401(K) Retirement Plan | - | 5 | $130,384 | $16,472 | $3,294iApproximate average salary by contribution assumption: employee only about $82,360 at 4% or $54,907 at 6%; with 50% employer match about $54,907 at 4% or $36,604 at 6%; with 100% employer match about $41,180 at 4% or $27,453 at 6%. |
| 2003 | 1 | 6 | $107,460 | $15,291 | $2,549iApproximate average salary by contribution assumption: employee only about $63,713 at 4% or $42,475 at 6%; with 50% employer match about $42,475 at 4% or $28,317 at 6%; with 100% employer match about $31,856 at 4% or $21,238 at 6%. |
| Montech 401(K) Retirement Plan | Current | 6 | $107,460 | $15,291 | $2,549iApproximate average salary by contribution assumption: employee only about $63,713 at 4% or $42,475 at 6%; with 50% employer match about $42,475 at 4% or $28,317 at 6%; with 100% employer match about $31,856 at 4% or $21,238 at 6%. |
| 2001 | 1 | 7 | $85,435 | $40,259 | $5,751iApproximate average salary by contribution assumption: employee only about $143,782 at 4% or $95,855 at 6%; with 50% employer match about $95,855 at 4% or $63,903 at 6%; with 100% employer match about $71,891 at 4% or $47,927 at 6%. |
| Montech 401(K) Retirement Plan | - | 7 | $85,435 | $40,259 | $5,751iApproximate average salary by contribution assumption: employee only about $143,782 at 4% or $95,855 at 6%; with 50% employer match about $95,855 at 4% or $63,903 at 6%; with 100% employer match about $71,891 at 4% or $47,927 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037292408024
- Form Id
- 52556673
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3010374292408020002
- Ins Broker 01 Name
- KNAUFF INSURANCE AGENCY INC
- Ins Broker 01 Street Addr
- PO BOX 33789
- Ins Broker 01 City
- CHARLOTTE
- Ins Broker 01 State
- NC
- Ins Broker 01 ZIP Code
- 282333789
- Ins Broker Comm Pd 01 Amount
- $598
- Ins Broker Fees Pd 01 Amount
- $84
- Ins Broker Fees Pd 01 Text
- SERVICE FEE
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
- Filing Id
- 84037292408024
- Form Id
- 52556673
- Schedule A EIN
- 56-2100196
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2003-01-01
- Schedule A Tax Period
- 20031231
- Ins Carrier Name
- PRINCIPAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 441171
- Ins Prsn Covered End of year Count
- 12
- Ins Policy From Date
- 2003-01-01
- Ins Policy To Date
- 2003-12-31
- Ins Broker Comm Total Amount
- $598
- Ins Broker Fees Total Amount
- $84
- Pension End of year Gen Account Amount
- $4,250
- Pension End of year Sep Account Amount
- $103,210
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- PENSION PROVIDER
- Pension End Prev Bal Amount
- $7,922
- Pension Contribution Dep Amount
- $1,830
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $254
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $2,084
- Pension Total Bal Addn Amount
- $10,006
- Pension Bnfts Dsbrsd Amount
- $2,502
- Pension Admin Chrg Amount
- $348
- Pension Transfer To Amount
- $2,879
- Pension Oth Ded Amount
- $27
- Pension Oth Ded Text
- MKT VALUE CHANGE
- Pension Total Ded Amount
- $5,756
- Pension End of year Bal Amount
- $4,250
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037292408024
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3010374292408020003
- Row 2
- Filing Id
- 84037292408024
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- PRINCIPAL MONEY MKT SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290024
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,708
- Row 3
- Filing Id
- 84037292408024
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- PRINCIPAL BOND AND MTG SEP ACC
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290005
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,929
- Row 4
- Filing Id
- 84037292408024
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 2
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- PRIN STOCK EMPH BAL SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290032
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,390
- Row 5
- Filing Id
- 84037292408024
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 3
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- AMER CT INC & GR (ADV) SP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290044
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,770
- Row 6
- Filing Id
- 84037292408024
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 4
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- AMER CENT ULTRA (ADV) SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290041
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $20,159
- Row 7
- Filing Id
- 84037292408024
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 5
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- FID ADV EQUITY GROWTH SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290045
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $15,396
- Row 8
- Filing Id
- 84037292408024
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 6
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- FID ADV MID CAP SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290047
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,967
- Row 9
- Filing Id
- 84037292408024
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 7
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- PRINCIPAL INTL STOCK SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290015
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,975
- Row 10
- Filing Id
- 84037292408024
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 8
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- PRINCIPAL SM CO GRWTH SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290030
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,691
- Row 11
- Filing Id
- 84037292408024
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 9
- Image Form Id
- 3010374292408020003
- DFE P1 Entity 01 Name
- PRIN FIN GRP INC. STK SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290086
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,223
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$107,460$6,237 change
Balance Sheet
Beginning and end of plan year.
Total assets$101,223$107,460Increase +$6,237 (6.16%)
Total liabilities$0$0No change $0
Net assets$101,223$107,460Increase +$6,237 (6.16%)
Contributions
Employer contributions$0
Participant contributions$15,291
Other contributions$0
Income & Expenses
Total income$35,144
Total expenses$28,907
Net income$6,237
Source fields
- Schedule I source fields
- Filing Id
- 84037292408024
- Schedule I EIN
- 56-2100196
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $101,223
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $101,223
- Small plan total assets at end of year
- $107,460
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $107,460
- Small plan employer contributions
- $0
- Small plan participant contributions
- $15,291
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $19,853
- Small plan total income
- $35,144
- Small plan total benefit distributions
- $26,902
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $2,005
- Small plan total expenses
- $28,907
- Small plan net income or loss
- $6,237
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 1
- Small Fail Xmt Ctb A
- 2561
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $500,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN42-0127290
Transfers
Distributed property value$0
Schedule R source fields
- Payor 42-0127290
- Filing Id
- 84037292408024
- Schedule R EIN
- 56-2100196
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2003-01-01
- Schedule R Tax Period
- 20031231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 42-0127290
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0