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MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMEDALLIES, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

MEDALLIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDALLIES, INC.
Employer identification number (EIN):223784825
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DAN KUOSMAN
0012023-01-01
0012023-01-01JEANNINE CASTALDI
0012022-01-01
0012022-01-01JEANNINE CASTALDI
0012021-01-01
0012021-01-01JEANNINE CASTALDI
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEANNINE CASTALDI
0012016-01-01JEANNINE CASTALDI
0012015-01-01JEANNINE CASTALDI
0012014-01-01JEANNINE CASTALDI
0012013-01-01JEANNINE CASTALDI
0012012-01-01A JOHN BLAIR A JOHN BLAIR2013-10-15
0012011-01-01A JOHN BLAIR
0012010-01-01A JOHN BLAIR2011-07-25

Financial Data on MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,971,243
Expenses. Total of all expenses incurred2023-12-31$866,669
Benefits paid (including direct rollovers)2023-12-31$866,581
Total plan assets at end of year2023-12-31$8,378,154
Total plan assets at beginning of year2023-12-31$7,273,580
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$246,700
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$308,314
Other income received2023-12-31$1,231,270
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,104,574
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,378,154
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$7,273,580
Assets. Value of participant loans2023-12-31$60,870
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$184,959
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$88
2022 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-936,325
Expenses. Total of all expenses incurred2022-12-31$287,257
Benefits paid (including direct rollovers)2022-12-31$284,938
Total plan assets at end of year2022-12-31$7,273,580
Total plan assets at beginning of year2022-12-31$8,497,162
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$253,651
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$54,141
Other income received2022-12-31$-1,431,617
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,223,582
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,273,580
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,497,162
Assets. Value of participant loans2022-12-31$80,212
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$187,500
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,319
2021 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,010,013
Expenses. Total of all expenses incurred2021-12-31$658,051
Benefits paid (including direct rollovers)2021-12-31$655,295
Total plan assets at end of year2021-12-31$8,497,162
Total plan assets at beginning of year2021-12-31$7,145,200
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$281,640
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$455,529
Other income received2021-12-31$950,907
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,351,962
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,497,162
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,145,200
Assets. Value of participant loans2021-12-31$49,374
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$321,937
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,756
2020 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,666,641
Expenses. Total of all expenses incurred2020-12-31$296,081
Benefits paid (including direct rollovers)2020-12-31$294,496
Total plan assets at end of year2020-12-31$7,145,200
Total plan assets at beginning of year2020-12-31$5,774,640
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$334,072
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,007,181
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,370,560
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,145,200
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,774,640
Assets. Value of participant loans2020-12-31$91,352
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$325,388
Value of certain deemed distributions of participant loans2020-12-31$460
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,125
2019 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,668,621
Expenses. Total of all expenses incurred2019-12-31$286,750
Benefits paid (including direct rollovers)2019-12-31$305,812
Total plan assets at end of year2019-12-31$5,774,640
Total plan assets at beginning of year2019-12-31$4,392,769
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$332,237
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$15,808
Other income received2019-12-31$1,001,728
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,381,871
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,774,640
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,392,769
Assets. Value of participant loans2019-12-31$99,121
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$318,848
Value of certain deemed distributions of participant loans2019-12-31$-20,307
Value of corrective distributions2019-12-31$776
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$469
2018 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$389,172
Expenses. Total of all expenses incurred2018-12-31$298,238
Benefits paid (including direct rollovers)2018-12-31$297,857
Total plan assets at end of year2018-12-31$4,392,769
Total plan assets at beginning of year2018-12-31$4,301,835
Value of fidelity bond covering the plan2018-12-31$439,277
Total contributions received or receivable from participants2018-12-31$293,081
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$116,853
Other income received2018-12-31$-320,719
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$90,934
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,392,769
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,301,835
Assets. Value of participant loans2018-12-31$71,193
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$299,957
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$381
2017 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,329,064
Expenses. Total of all expenses incurred2017-12-31$41,739
Benefits paid (including direct rollovers)2017-12-31$41,376
Total plan assets at end of year2017-12-31$4,301,835
Total plan assets at beginning of year2017-12-31$3,014,510
Value of fidelity bond covering the plan2017-12-31$430,184
Total contributions received or receivable from participants2017-12-31$252,418
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$145,006
Other income received2017-12-31$649,986
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,287,325
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,301,835
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,014,510
Assets. Value of participant loans2017-12-31$23,453
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$281,654
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$363
2016 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$636,184
Expenses. Total of all expenses incurred2016-12-31$183,348
Benefits paid (including direct rollovers)2016-12-31$183,154
Total plan assets at end of year2016-12-31$3,014,510
Total plan assets at beginning of year2016-12-31$2,561,674
Value of fidelity bond covering the plan2016-12-31$301,451
Total contributions received or receivable from participants2016-12-31$165,497
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$214,492
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$452,836
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,014,510
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,561,674
Assets. Value of participant loans2016-12-31$7,024
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$256,195
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$194
2015 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$398,428
Expenses. Total of all expenses incurred2015-12-31$35,600
Benefits paid (including direct rollovers)2015-12-31$35,238
Total plan assets at end of year2015-12-31$2,561,674
Total plan assets at beginning of year2015-12-31$2,198,846
Value of fidelity bond covering the plan2015-12-31$256,168
Total contributions received or receivable from participants2015-12-31$134,019
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$17,179
Other income received2015-12-31$-7,177
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$362,828
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,561,674
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,198,846
Assets. Value of participant loans2015-12-31$10,442
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$254,407
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$31
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$331
2014 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$508,888
Expenses. Total of all expenses incurred2014-12-31$132,468
Benefits paid (including direct rollovers)2014-12-31$132,162
Total plan assets at end of year2014-12-31$2,198,846
Total plan assets at beginning of year2014-12-31$1,822,426
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$103,511
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$79,522
Other income received2014-12-31$115,383
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$376,420
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,198,846
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,822,426
Assets. Value of participant loans2014-12-31$3,903
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$210,472
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$306
2013 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$567,880
Expenses. Total of all expenses incurred2013-12-31$154,052
Benefits paid (including direct rollovers)2013-12-31$137,615
Total plan assets at end of year2013-12-31$1,822,426
Total plan assets at beginning of year2013-12-31$1,408,598
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$102,475
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$274,152
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$413,828
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,822,426
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,408,598
Assets. Value of participant loans2013-12-31$1,659
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$191,253
Value of certain deemed distributions of participant loans2013-12-31$16,281
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$156
2012 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$507,436
Expenses. Total of all expenses incurred2012-12-31$111,156
Benefits paid (including direct rollovers)2012-12-31$110,925
Total plan assets at end of year2012-12-31$1,408,598
Total plan assets at beginning of year2012-12-31$1,012,318
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$149,656
Other income received2012-12-31$149,667
Net income (gross income less expenses)2012-12-31$396,280
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,408,598
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,012,318
Assets. Value of participant loans2012-12-31$9,922
Total contributions received or receivable from employer(s)2012-12-31$208,113
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$231
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$1,270
Total income from all sources2011-12-31$264,211
Expenses. Total of all expenses incurred2011-12-31$14,636
Benefits paid (including direct rollovers)2011-12-31$13,643
Total plan assets at end of year2011-12-31$1,012,318
Total plan assets at beginning of year2011-12-31$764,013
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$140,020
Contributions received from other sources (not participants or employers)2011-12-31$27,205
Other income received2011-12-31$-89,775
Net income (gross income less expenses)2011-12-31$249,575
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,012,318
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$762,743
Assets. Value of participant loans2011-12-31$13,722
Total contributions received or receivable from employer(s)2011-12-31$186,761
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST

2023: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 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 filingNo
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: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 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: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDALLIES, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450236
Policy instance 1

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