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THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTHE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

THE STRATEGY GROUP FOR MEDIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE STRATEGY GROUP FOR MEDIA, INC.
Employer identification number (EIN):311742688
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Additional information about THE STRATEGY GROUP FOR MEDIA, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2000-11-08
Company Identification Number: 1191466
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about THE STRATEGY GROUP FOR MEDIA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01SCOTT DONNELLY
0012013-01-01SCOTT DONNELLY
0012012-01-01MICHAEL BLANKENBECLER
0012011-01-01MICHAEL BLANKENBECLER
0012009-01-01MICHAEL BLANKENBECLER

Plan Statistics for THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2014: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2014 : THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$78,042
Benefits paid (including direct rollovers)2014-12-31$78,042
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$78,042
Value of fidelity bond covering the plan2014-12-31$75,000
Net income (gross income less expenses)2014-12-31$-78,042
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$78,042
Assets. Value of employer securities2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$11,830
Total income from all sources2013-12-31$-511,505
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$78,042
Total plan assets at beginning of year2013-12-31$601,377
Value of fidelity bond covering the plan2013-12-31$75,000
Other income received2013-12-31$-531,505
Net income (gross income less expenses)2013-12-31$-511,505
Net plan assets at end of year (total assets less liabilities)2013-12-31$78,042
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$589,547
Assets. Value of employer securities2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$20,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$11,830
Total income from all sources2012-12-31$526,667
Expenses. Total of all expenses incurred2012-12-31$11,829
Benefits paid (including direct rollovers)2012-12-31$11,829
Total plan assets at end of year2012-12-31$601,377
Total plan assets at beginning of year2012-12-31$74,709
Other income received2012-12-31$526,667
Net income (gross income less expenses)2012-12-31$514,838
Net plan assets at end of year (total assets less liabilities)2012-12-31$589,547
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$74,709
Assets. Value of employer securities2012-12-31$535,027
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources2011-12-31$-3,046,861
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$74,709
Total plan assets at beginning of year2011-12-31$3,121,570
Other income received2011-12-31$-3,046,861
Net income (gross income less expenses)2011-12-31$-3,046,861
Net plan assets at end of year (total assets less liabilities)2011-12-31$74,709
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,121,570
Assets. Value of employer securities2011-12-31$0
2010 : THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources2010-12-31$395,241
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$3,121,570
Total plan assets at beginning of year2010-12-31$2,726,329
Other income received2010-12-31$395,241
Net income (gross income less expenses)2010-12-31$395,241
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,121,570
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,726,329
Assets. Value of employer securities2010-12-31$3,048,650

Form 5500 Responses for THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2014: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP 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 filingYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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