FUSION PERFORMANCE MARKETING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FUSION MARKETING RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2017 : FUSION MARKETING RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-01-24 | $0 |
Total transfer of assets from this plan | 2017-01-24 | $7,456,121 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-01-24 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-01-24 | $0 |
Total income from all sources (including contributions) | 2017-01-24 | $114,999 |
Total loss/gain on sale of assets | 2017-01-24 | $0 |
Total of all expenses incurred | 2017-01-24 | $6,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-01-24 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-01-24 | $0 |
Value of total assets at end of year | 2017-01-24 | $0 |
Value of total assets at beginning of year | 2017-01-24 | $7,347,187 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-01-24 | $6,065 |
Total interest from all sources | 2017-01-24 | $114 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-01-24 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-01-24 | No |
Was this plan covered by a fidelity bond | 2017-01-24 | Yes |
Value of fidelity bond cover | 2017-01-24 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-01-24 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-01-24 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-01-24 | No |
Assets. Loans (other than to participants) at end of year | 2017-01-24 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-01-24 | $116,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-24 | No |
Value of net income/loss | 2017-01-24 | $108,934 |
Value of net assets at end of year (total assets less liabilities) | 2017-01-24 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-01-24 | $7,347,187 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-01-24 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-01-24 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-01-24 | No |
Value of interest in pooled separate accounts at end of year | 2017-01-24 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-01-24 | $7,087,046 |
Interest earned on other investments | 2017-01-24 | $114 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-01-24 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-01-24 | $143,911 |
Net investment gain/loss from pooled separate accounts | 2017-01-24 | $114,885 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-01-24 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-01-24 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-01-24 | No |
Contract administrator fees | 2017-01-24 | $6,065 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-01-24 | Yes |
Did the plan have assets held for investment | 2017-01-24 | 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 | 2017-01-24 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-01-24 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-01-24 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-01-24 | Disclaimer |
Accountancy firm name | 2017-01-24 | LOPATA, FLEGEL & COMPANY, LLP |
Accountancy firm EIN | 2017-01-24 | 431552002 |
2016 : FUSION MARKETING RETIREMENT SAVINGS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,121,421 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $805,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $803,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,561,385 |
Value of total assets at end of year | 2016-12-31 | $7,347,187 |
Value of total assets at beginning of year | 2016-12-31 | $6,031,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,271 |
Total interest from all sources | 2016-12-31 | $6,709 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,007,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $77,892 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $116,230 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $138,924 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,315,738 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,347,187 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,031,449 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $7,087,046 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $5,865,835 |
Interest on participant loans | 2016-12-31 | $5,243 |
Interest earned on other investments | 2016-12-31 | $1,466 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $143,911 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $26,690 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $553,327 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $476,227 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $803,412 |
Contract administrator fees | 2016-12-31 | $2,271 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LOPATA, FLEGEL & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 431552002 |
2015 : FUSION MARKETING RETIREMENT SAVINGS PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $2,357,732 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,582,032 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $358,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $355,415 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,737,144 |
Value of total assets at end of year | 2015-12-31 | $6,031,449 |
Value of total assets at beginning of year | 2015-12-31 | $2,449,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,726 |
Total interest from all sources | 2015-12-31 | $4,767 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
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 | $926,992 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $373,061 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $138,924 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $32,204 |
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 | $1,223,891 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,031,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,449,826 |
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 | $5,865,835 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,336,850 |
Interest on participant loans | 2015-12-31 | $3,895 |
Interest earned on other investments | 2015-12-31 | $872 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $26,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $80,772 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-159,879 |
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 |
Contributions received in cash from employer | 2015-12-31 | $437,091 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $355,415 |
Contract administrator fees | 2015-12-31 | $2,726 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
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 | LOPATA, FLEGEL & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 431552002 |