401k Plan data: PMCG RETIREMENT PLAN plan

PMCG RETIREMENT PLAN 401k Plan overview

Plan Name	PMCG RETIREMENT PLAN
Plan identification number	001

PMCG RETIREMENT 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

THE BOSTON PHOENIX TRUST has sponsored the creation of one or more 401k plans.

Company Name: THE BOSTON PHOENIX TRUST

Employer identification number (EIN): 042669085

NAIC Classification: 511120
NAIC Description: Periodical Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PMCG RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 STEPHEN MINDICH
001 2011-01-01 STEPHEN MINDICH
001 2010-01-01 BRADLEY MINDICH
001 2009-01-01 BRADLEY MINDICH
001 2009-01-01 BRADLEY MINDICH

Plan Statistics for PMCG RETIREMENT PLAN

401k plan membership statisitcs for PMCG RETIREMENT PLAN

Measure Date Value
2015: PMCG RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 78
Total of all active and inactive participants 2015-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 87
Number of participants with account balances 2015-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PMCG RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 199
Total of all active and inactive participants 2014-01-01 204
Total participants 2014-01-01 204
Number of participants with account balances 2014-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PMCG RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 57
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 179
Total of all active and inactive participants 2013-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 243
Number of participants with account balances 2013-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: PMCG RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 182
Total of all active and inactive participants 2012-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 286
Number of participants with account balances 2012-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: PMCG RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 137
Number of retired or separated participants receiving benefits 2011-01-01 33
Number of other retired or separated participants entitled to future benefits 2011-01-01 228
Total of all active and inactive participants 2011-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 398
Number of participants with account balances 2011-01-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: PMCG RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 144
Number of retired or separated participants receiving benefits 2010-01-01 15
Number of other retired or separated participants entitled to future benefits 2010-01-01 248
Total of all active and inactive participants 2010-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 407
Number of participants with account balances 2010-01-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 13
2009: PMCG RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 162
Number of retired or separated participants receiving benefits 2009-01-01 32
Number of other retired or separated participants entitled to future benefits 2009-01-01 224
Total of all active and inactive participants 2009-01-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 418
Number of participants with account balances 2009-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2015: PMCG RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	78
Total of all active and inactive participants	2015-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	87
Number of participants with account balances	2015-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PMCG RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	199
Total of all active and inactive participants	2014-01-01	204
Total participants	2014-01-01	204
Number of participants with account balances	2014-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PMCG RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	57
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	179
Total of all active and inactive participants	2013-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	243
Number of participants with account balances	2013-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: PMCG RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	182
Total of all active and inactive participants	2012-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	286
Number of participants with account balances	2012-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: PMCG RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	137
Number of retired or separated participants receiving benefits	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	228
Total of all active and inactive participants	2011-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	398
Number of participants with account balances	2011-01-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: PMCG RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	144
Number of retired or separated participants receiving benefits	2010-01-01	15
Number of other retired or separated participants entitled to future benefits	2010-01-01	248
Total of all active and inactive participants	2010-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	407
Number of participants with account balances	2010-01-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	13
2009: PMCG RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	162
Number of retired or separated participants receiving benefits	2009-01-01	32
Number of other retired or separated participants entitled to future benefits	2009-01-01	224
Total of all active and inactive participants	2009-01-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	418
Number of participants with account balances	2009-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on PMCG RETIREMENT PLAN

Measure	Date	Value
2015 : PMCG RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$206,707
Total of all expenses incurred	2015-12-31	$8,669,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$8,639,764
Expenses. Certain deemed distributions of participant loans	2015-12-31	$21,586
Value of total assets at end of year	2015-12-31	$1,685,425
Value of total assets at beginning of year	2015-12-31	$10,148,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,175
Total interest from all sources	2015-12-31	$198,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	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
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$24,973
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,955,950
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
Value of net income/loss	2015-12-31	$-8,462,818
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,685,425
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,148,243
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
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,408,059
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,000,022
Interest on participant loans	2015-12-31	$31
Interest earned on other investments	2015-12-31	$198,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$277,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,167,298
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$46,738
Net investment gain/loss from pooled separate accounts	2015-12-31	$7,906
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$8,593,026
Contract administrator fees	2015-12-31	$8,175
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
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	R. J. GOLD & CO., P.C.
Accountancy firm EIN	2015-12-31	042709439
2014 : PMCG RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$636,378
Total of all expenses incurred	2014-12-31	$1,196,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,043,416
Expenses. Certain deemed distributions of participant loans	2014-12-31	$109,104
Value of total corrective distributions	2014-12-31	$915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$74,652
Value of total assets at end of year	2014-12-31	$10,148,243
Value of total assets at beginning of year	2014-12-31	$10,708,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$43,030
Total interest from all sources	2014-12-31	$200,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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	$74,652
Participant contributions at end of year	2014-12-31	$24,973
Participant contributions at beginning of year	2014-12-31	$144,023
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,955,950
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,757,711
Other income not declared elsewhere	2014-12-31	$36,461
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	$-560,087
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,148,243
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,708,330
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 pooled separate accounts at end of year	2014-12-31	$6,000,022
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,472,608
Interest on participant loans	2014-12-31	$2,532
Interest earned on other investments	2014-12-31	$198,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,167,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,333,988
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$64,708
Net investment gain/loss from pooled separate accounts	2014-12-31	$324,494
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$978,708
Contract administrator fees	2014-12-31	$43,030
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	R. J. GOLD & CO., P.C.
Accountancy firm EIN	2014-12-31	042709439
2013 : PMCG RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,264,900
Total of all expenses incurred	2013-12-31	$2,689,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,652,058
Expenses. Certain deemed distributions of participant loans	2013-12-31	$33,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$131,495
Value of total assets at end of year	2013-12-31	$10,708,330
Value of total assets at beginning of year	2013-12-31	$12,133,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,025
Total interest from all sources	2013-12-31	$183,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$131,495
Participant contributions at end of year	2013-12-31	$144,023
Participant contributions at beginning of year	2013-12-31	$138,059
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,757,711
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$2,578,431
Other income not declared elsewhere	2013-12-31	$37,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-1,424,866
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,708,330
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,133,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,472,608
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$8,214,543
Interest on participant loans	2013-12-31	$4,007
Interest earned on other investments	2013-12-31	$179,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,333,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,202,163
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$54,749
Net investment gain/loss from pooled separate accounts	2013-12-31	$913,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,597,309
Contract administrator fees	2013-12-31	$4,025
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2013-12-31	043236498
2012 : PMCG RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,372,067
Total of all expenses incurred	2012-12-31	$1,772,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,656,358
Expenses. Certain deemed distributions of participant loans	2012-12-31	$97,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$288,689
Value of total assets at end of year	2012-12-31	$12,133,196
Value of total assets at beginning of year	2012-12-31	$12,533,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,854
Total interest from all sources	2012-12-31	$180,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$288,689
Participant contributions at end of year	2012-12-31	$138,059
Participant contributions at beginning of year	2012-12-31	$265,699
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$2,578,431
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$2,403,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-400,705
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,133,196
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,533,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$18,854
Value of interest in pooled separate accounts at end of year	2012-12-31	$8,214,543
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$8,267,875
Interest on participant loans	2012-12-31	$5,566
Interest earned on other investments	2012-12-31	$174,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,202,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,595,653
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$51,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$41,094
Net investment gain/loss from pooled separate accounts	2012-12-31	$862,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,604,676
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2012-12-31	043236498
2011 : PMCG RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$616,736
Total of all expenses incurred	2011-12-31	$1,618,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,598,099
Expenses. Certain deemed distributions of participant loans	2011-12-31	$10,089
Value of total corrective distributions	2011-12-31	$2,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$359,756
Value of total assets at end of year	2011-12-31	$12,533,901
Value of total assets at beginning of year	2011-12-31	$13,535,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,212
Total interest from all sources	2011-12-31	$182,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$359,756
Participant contributions at end of year	2011-12-31	$265,699
Participant contributions at beginning of year	2011-12-31	$320,805
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$2,403,793
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,233,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$325
Other income not declared elsewhere	2011-12-31	$183
Administrative expenses (other) incurred	2011-12-31	$7,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,001,656
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,533,901
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,535,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$8,267,875
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$9,490,239
Interest on participant loans	2011-12-31	$10,755
Interest earned on other investments	2011-12-31	$170,089
Income. Interest from corporate debt instruments	2011-12-31	$1,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,595,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,464,841
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$51,448
Net investment gain/loss from pooled separate accounts	2011-12-31	$74,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,546,651
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$25,000
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2011-12-31	043236498
2010 : PMCG RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,674,864
Total of all expenses incurred	2010-12-31	$999,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$945,954
Expenses. Certain deemed distributions of participant loans	2010-12-31	$9,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$436,780
Value of total assets at end of year	2010-12-31	$13,535,557
Value of total assets at beginning of year	2010-12-31	$12,860,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$43,995
Total interest from all sources	2010-12-31	$164,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$436,780
Participant contributions at end of year	2010-12-31	$320,805
Participant contributions at beginning of year	2010-12-31	$307,923
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,233,703
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,087,881
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,042
Other income not declared elsewhere	2010-12-31	$2,512
Administrative expenses (other) incurred	2010-12-31	$43,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$675,305
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,535,557
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,860,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$9,490,239
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$8,894,394
Interest on participant loans	2010-12-31	$15,764
Interest earned on other investments	2010-12-31	$145,823
Income. Interest from corporate debt instruments	2010-12-31	$3,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,464,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,492,123
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$116,854
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,070,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$829,100
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$25,000
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$75,000
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2010-12-31	043236498

Form 5500 Responses for PMCG RETIREMENT PLAN

2015: PMCG RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PMCG RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PMCG RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PMCG RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PMCG RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PMCG RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PMCG RETIREMENT 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	7316560
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024201
Policy instance	2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024202
Policy instance	3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024067
Policy instance	4
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024068
Policy instance	5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	878516
Policy instance	6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024067
Policy instance	5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024202
Policy instance	4
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024201
Policy instance	3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	878516
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	7316560
Policy instance	2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024068
Policy instance	6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024068
Policy instance	6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024067
Policy instance	5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024201
Policy instance	3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	7316560
Policy instance	2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	878516
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024202
Policy instance	4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	878516
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024068
Policy instance	6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024067
Policy instance	5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024202
Policy instance	4
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024201
Policy instance	3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	7316560
Policy instance	2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	7316560
Policy instance	2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024201
Policy instance	3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024202
Policy instance	4
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024067
Policy instance	5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	878516
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024068
Policy instance	6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024068
Policy instance	6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024067
Policy instance	5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024201
Policy instance	3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	7316560
Policy instance	2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	878516
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	020024202
Policy instance	4

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	THE BOSTON PHOENIX TRUST
Employer identification number (EIN):	042669085
NAIC Classification:	511120
NAIC Description:	Periodical Publishers

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	STEPHEN MINDICH
001	2011-01-01	STEPHEN MINDICH
001	2010-01-01	BRADLEY MINDICH
001	2009-01-01	BRADLEY MINDICH
001	2009-01-01	BRADLEY MINDICH