401k Plan data: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN plan

A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 401k Plan overview

Plan Name	A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN
Plan identification number	002

A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

A. J. LETIZIO SALES & MARKETING, INC. has sponsored the creation of one or more 401k plans.

Company Name: A. J. LETIZIO SALES & MARKETING, INC.

Employer identification number (EIN): 020424794

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 ALBERT LETIZIO 2020-07-10
002 2018-01-01 ALBERT LETIZIO 2019-06-21
002 2017-01-01 ALBERT LETIZIO 2018-06-11
002 2016-01-01 ALBERT LETIZIO 2017-06-30
002 2015-01-01 ALBERT LETIZIO 2016-06-06
002 2014-01-01 ALBERT LETIZIO 2015-07-08
002 2013-01-01 ALBERT LETIZIO 2014-07-23
002 2012-01-01 ALBERT LETIZIO 2013-07-10
002 2011-01-01 ALBERT LETIZIO 2012-06-08
002 2010-01-01 ALBERT LETIZIO 2011-08-08
002 2009-01-01 ALBERT LETIZIO JR
002 2009-01-01 ALBERT LETIZIO JR ALBERT LETIZIO JR 2010-06-11
002 2009-01-01 ALBERT LETIZIO JR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	ALBERT LETIZIO	2020-07-10
002	2018-01-01	ALBERT LETIZIO	2019-06-21
002	2017-01-01	ALBERT LETIZIO	2018-06-11
002	2016-01-01	ALBERT LETIZIO	2017-06-30
002	2015-01-01	ALBERT LETIZIO	2016-06-06
002	2014-01-01	ALBERT LETIZIO	2015-07-08
002	2013-01-01	ALBERT LETIZIO	2014-07-23
002	2012-01-01	ALBERT LETIZIO	2013-07-10
002	2011-01-01	ALBERT LETIZIO	2012-06-08
002	2010-01-01	ALBERT LETIZIO	2011-08-08
002	2009-01-01	ALBERT LETIZIO JR
002	2009-01-01	ALBERT LETIZIO JR		ALBERT LETIZIO JR	2010-06-11
002	2009-01-01	ALBERT LETIZIO JR

Plan Statistics for A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN

401k plan membership statisitcs for A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN

Measure Date Value
2023: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 115
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 10
Total of all active and inactive participants 2023-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 125
Number of participants with account balances 2023-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 103
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 114
Number of participants with account balances 2022-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 77
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 86
Number of participants with account balances 2021-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 53
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 68
Number of participants with account balances 2020-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2009: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	115
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	10
Total of all active and inactive participants	2023-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	125
Number of participants with account balances	2023-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	103
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	114
Number of participants with account balances	2022-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	77
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	86
Number of participants with account balances	2021-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	53
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	68
Number of participants with account balances	2020-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2009: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN

Measure	Date	Value
2023 : A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$3,913,832
Expenses. Total of all expenses incurred	2023-12-31	$1,209,125
Benefits paid (including direct rollovers)	2023-12-31	$1,175,797
Total plan assets at end of year	2023-12-31	$14,922,225
Total plan assets at beginning of year	2023-12-31	$12,217,518
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$1,499,065
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$62,348
Other income received	2023-12-31	$1,986,831
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,704,707
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$14,922,225
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$12,217,518
Assets. Value of participant loans	2023-12-31	$56,001
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$365,588
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$33,328
2022 : A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$2,988,107
Expenses. Total of all expenses incurred	2022-12-31	$633,699
Benefits paid (including direct rollovers)	2022-12-31	$612,324
Total plan assets at end of year	2022-12-31	$12,217,518
Total plan assets at beginning of year	2022-12-31	$9,863,110
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$1,115,139
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$3,298,179
Other income received	2022-12-31	$-1,698,820
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$2,354,408
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$12,217,518
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,863,110
Assets. Value of participant loans	2022-12-31	$47,866
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$273,609
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$21,375
2021 : A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,795,970
Expenses. Total of all expenses incurred	2021-12-31	$94,293
Benefits paid (including direct rollovers)	2021-12-31	$76,743
Total plan assets at end of year	2021-12-31	$9,863,110
Total plan assets at beginning of year	2021-12-31	$7,161,433
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$878,653
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$655,890
Other income received	2021-12-31	$1,055,166
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,701,677
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,863,110
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,161,433
Assets. Value of participant loans	2021-12-31	$23,891
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$206,261
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$17,550
2020 : A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,789,475
Expenses. Total of all expenses incurred	2020-12-31	$358,656
Benefits paid (including direct rollovers)	2020-12-31	$295,766
Total plan assets at end of year	2020-12-31	$7,161,433
Total plan assets at beginning of year	2020-12-31	$5,730,614
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$684,425
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$40,315
Other income received	2020-12-31	$893,692
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,430,819
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,161,433
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,730,614
Assets. Value of participant loans	2020-12-31	$31,375
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$171,043
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$62,890
2009 : A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN

2023: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: A. J. LETIZIO SALES & MARKETING, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	A. J. LETIZIO SALES & MARKETING, INC.
Employer identification number (EIN):	020424794
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services