401k Plan data: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN plan

MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 401k Plan overview

Plan Name	MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN
Plan identification number	001

MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MARKETING AND PLANNING SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARKETING AND PLANNING SYSTEMS, INC.

Employer identification number (EIN): 043225676

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ROGER GALLENTINE
001 2016-01-01
001 2015-01-01 ROGER GALLENTINE
001 2014-01-01 ROGER GALLENTINE
001 2013-01-01 ROGER GALLENTINE 2014-10-08 ROGER GALLENTINE 2014-10-08
001 2012-01-01 ROGER GALLENTINE 2013-10-04 ROGER GALLENTINE 2013-10-04
001 2011-01-01 ROGER GALLENTINE 2012-10-08 ROGER GALLENTINE 2012-10-08
001 2010-01-01 STEPHANIE PITSCH
001 2009-01-01 SARA KUBIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	ROGER GALLENTINE
001	2016-01-01
001	2015-01-01	ROGER GALLENTINE
001	2014-01-01	ROGER GALLENTINE
001	2013-01-01	ROGER GALLENTINE	2014-10-08	ROGER GALLENTINE	2014-10-08
001	2012-01-01	ROGER GALLENTINE	2013-10-04	ROGER GALLENTINE	2013-10-04
001	2011-01-01	ROGER GALLENTINE	2012-10-08	ROGER GALLENTINE	2012-10-08
001	2010-01-01	STEPHANIE PITSCH
001	2009-01-01	SARA KUBIN

Plan Statistics for MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN

401k plan membership statisitcs for MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN

Measure Date Value
2016: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 137
Number of participants with account balances 2015-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 92
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 51
Total of all active and inactive participants 2014-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 143
Number of participants with account balances 2014-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2010: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 53
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 33
Total of all active and inactive participants 2010-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 86
Number of participants with account balances 2010-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 37
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 34
Total of all active and inactive participants 2009-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 71
Number of participants with account balances 2009-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2016: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	137
Number of participants with account balances	2015-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	92
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	51
Total of all active and inactive participants	2014-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	143
Number of participants with account balances	2014-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2010: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	53
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	33
Total of all active and inactive participants	2010-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	86
Number of participants with account balances	2010-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	37
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	34
Total of all active and inactive participants	2009-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	71
Number of participants with account balances	2009-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN

Measure	Date	Value
2016 : MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets from this plan	2016-06-30	$16,228,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$6,803
Total income from all sources (including contributions)	2016-06-30	$129,406
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$2,769,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,769,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$0
Value of total assets at end of year	2016-06-30	$0
Value of total assets at beginning of year	2016-06-30	$18,876,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$750
Total interest from all sources	2016-06-30	$592
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$17,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$17,641
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$33,470
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$5,643,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$6,803
Administrative expenses (other) incurred	2016-06-30	$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-2,640,592
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$18,869,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$11,231,093
Interest on participant loans	2016-06-30	$592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$1,445,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$1,445,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$111,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$0
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$521,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$2,769,248
Did the plan have assets held for investment	2016-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BENCIVENGA WARD & COMPANY, CPAS
Accountancy firm EIN	2016-06-30	133274930
2015 : MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$6,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,100,274
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,175,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,175,072
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,232,778
Value of total assets at end of year	2015-12-31	$18,876,104
Value of total assets at beginning of year	2015-12-31	$19,944,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$406
Total interest from all sources	2015-12-31	$843
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$900,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$900,013
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$479,843
Participant contributions at end of year	2015-12-31	$33,470
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$5,643,927
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,163,622
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$6,803
Other income not declared elsewhere	2015-12-31	$-26,852
Administrative expenses (other) incurred	2015-12-31	$406
Total non interest bearing cash at end of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-1,075,204
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,869,301
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,944,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,231,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,781,557
Interest on participant loans	2015-12-31	$785
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,445,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,449,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,449,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$58
Asset value of US Government securities at end of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,006,508
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$752,935
Employer contributions (assets) at end of year	2015-12-31	$521,749
Employer contributions (assets) at beginning of year	2015-12-31	$549,597
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,175,072
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BENCIVENGA WARD & COMPANY, CPAS
Accountancy firm EIN	2015-12-31	133274930
2014 : MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,031,502
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$812,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$811,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,265,408
Value of total assets at end of year	2014-12-31	$19,944,505
Value of total assets at beginning of year	2014-12-31	$18,725,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$625
Total interest from all sources	2014-12-31	$164
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,326,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,326,536
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$499,164
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,163,622
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,961,653
Other income not declared elsewhere	2014-12-31	$83,322
Administrative expenses (other) incurred	2014-12-31	$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,218,920
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,944,505
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,725,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,781,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,380,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,449,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,850,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,850,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-643,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$766,244
Employer contributions (assets) at end of year	2014-12-31	$549,597
Employer contributions (assets) at beginning of year	2014-12-31	$532,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$811,957
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BENCIVENGA WARD & COMPANY, CPAS
Accountancy firm EIN	2014-12-31	133274930
2010 : MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,760,361
Expenses. Total of all expenses incurred	2010-12-31	$1,768,706
Benefits paid (including direct rollovers)	2010-12-31	$1,760,283
Total plan assets at end of year	2010-12-31	$12,479,355
Total plan assets at beginning of year	2010-12-31	$11,487,700
Value of fidelity bond covering the plan	2010-12-31	$5,000,000
Total contributions received or receivable from participants	2010-12-31	$395,253
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,878
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,665,340
Net income (gross income less expenses)	2010-12-31	$991,655
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,479,355
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$11,487,700
Total contributions received or receivable from employer(s)	2010-12-31	$699,768
Value of corrective distributions	2010-12-31	$1,545
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING 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 MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN

2016: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARKETING AND PLANNING SYSTEMS, INC. 401(K) PROFI SHARING 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

Potentially related plans

MARKETING AND ENTITIES INC. 401(K) PLAN [EIN = 273187439]

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Company Name:	MARKETING AND PLANNING SYSTEMS, INC.
Employer identification number (EIN):	043225676
NAIC Classification:	541600