401k Plan data: MARTIN ADVISORY GROUP 401(K) PLAN TRUST plan

MARTIN ADVISORY GROUP 401(K) PLAN TRUST 401k Plan overview

Plan Name	MARTIN ADVISORY GROUP 401(K) PLAN TRUST
Plan identification number	001

MARTIN ADVISORY GROUP 401(K) PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

MARTIN ADVISORY GROUP has sponsored the creation of one or more 401k plans.

Company Name: MARTIN ADVISORY GROUP

Employer identification number (EIN): 710986453

NAIC Classification: 517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN ADVISORY GROUP 401(K) PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 CHRISTINA SCHNESE 2020-06-25 CHRISTINA SCHNESE 2020-06-25
001 2018-01-01 CHRISTINA SCHNESE 2019-07-31 CHRISTINA SCHNESE 2019-07-31
001 2017-01-01 CHRISTINA SCHNESE 2018-09-05 CHRISTINA SCHNESE 2018-09-05
001 2017-01-01 CHRISTINA SCHNESE 2018-09-05
001 2017-01-01 CHRISTINA SCHNESE 2020-06-25 CHRISTINA SCHNESE 2020-06-25
001 2016-01-01 CHRISTINA SCHNESE 2017-04-02
001 2015-01-01 CHRISTINA SCHNESE 2016-07-28 CHRISTINA SCHNESE 2016-07-28
001 2013-01-01 CHRISTINA SCHNESE 2014-03-21 CHRISTINA SCHNESE 2014-03-21
001 2012-01-01 CHRISTINA SCHNESE
001 2011-01-01 CHRISTINA SCHNESE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	CHRISTINA SCHNESE	2020-06-25	CHRISTINA SCHNESE	2020-06-25
001	2018-01-01	CHRISTINA SCHNESE	2019-07-31	CHRISTINA SCHNESE	2019-07-31
001	2017-01-01	CHRISTINA SCHNESE	2018-09-05	CHRISTINA SCHNESE	2018-09-05
001	2017-01-01			CHRISTINA SCHNESE	2018-09-05
001	2017-01-01	CHRISTINA SCHNESE	2020-06-25	CHRISTINA SCHNESE	2020-06-25
001	2016-01-01	CHRISTINA SCHNESE	2017-04-02
001	2015-01-01	CHRISTINA SCHNESE	2016-07-28	CHRISTINA SCHNESE	2016-07-28
001	2013-01-01	CHRISTINA SCHNESE	2014-03-21	CHRISTINA SCHNESE	2014-03-21
001	2012-01-01	CHRISTINA SCHNESE
001	2011-01-01	CHRISTINA SCHNESE

Plan Statistics for MARTIN ADVISORY GROUP 401(K) PLAN TRUST

401k plan membership statisitcs for MARTIN ADVISORY GROUP 401(K) PLAN TRUST

Measure Date Value
2012: MARTIN ADVISORY GROUP 401(K) PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARTIN ADVISORY GROUP 401(K) PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: MARTIN ADVISORY GROUP 401(K) PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARTIN ADVISORY GROUP 401(K) PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on MARTIN ADVISORY GROUP 401(K) PLAN TRUST

Measure	Date	Value
2012 : MARTIN ADVISORY GROUP 401(K) PLAN TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$18,253
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$48,253
Total plan assets at beginning of year	2012-12-31	$30,000
Value of fidelity bond covering the plan	2012-12-31	$46,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$2,253
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$18,253
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$48,253
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$30,000
Total contributions received or receivable from employer(s)	2012-12-31	$16,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MARTIN ADVISORY GROUP 401(K) PLAN TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$30,000
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$30,000
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$0
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$30,000
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$30,000
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$30,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for MARTIN ADVISORY GROUP 401(K) PLAN TRUST

2012: MARTIN ADVISORY GROUP 401(K) PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARTIN ADVISORY GROUP 401(K) PLAN TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARTIN ADVISORY GROUP
Employer identification number (EIN):	710986453
NAIC Classification:	517000