401k Plan data: RITTER INSURANCE MARKETING 401K PLAN plan

RITTER INSURANCE MARKETING 401K PLAN 401k Plan overview

Plan Name	RITTER INSURANCE MARKETING 401K PLAN
Plan identification number	001

RITTER INSURANCE MARKETING 401K 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.
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)).

401k Sponsoring company profile

URL SENIOR MARKETING, LLC has sponsored the creation of one or more 401k plans.

Company Name: URL SENIOR MARKETING, LLC

Employer identification number (EIN): 260000997

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RITTER INSURANCE MARKETING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SAMANTHA GALEANO 2023-07-20
001 2021-01-01 CRAIG RITTER 2022-10-17
001 2020-01-01 CRAIG RITTER 2021-10-15
001 2019-01-01 SAMANTHA GALEANO 2020-10-15
001 2018-01-01
001 2017-01-01 CAROL RITTER 2018-04-19
001 2016-01-01 CAROL RITTER 2017-04-10
001 2015-01-01 CAROL RITTER 2016-05-26
001 2014-01-01 CAROL RITTER 2015-09-17
001 2013-01-01 CAROL RITTER 2014-07-15
001 2012-01-01 CAROL RITTER 2013-04-18
001 2011-01-01 CAROL RITTER 2012-06-06
001 2010-01-01 CAROL RITTER 2011-09-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SAMANTHA GALEANO	2023-07-20
001	2021-01-01	CRAIG RITTER	2022-10-17
001	2020-01-01	CRAIG RITTER	2021-10-15
001	2019-01-01	SAMANTHA GALEANO	2020-10-15
001	2018-01-01
001	2017-01-01	CAROL RITTER	2018-04-19
001	2016-01-01	CAROL RITTER	2017-04-10
001	2015-01-01	CAROL RITTER	2016-05-26
001	2014-01-01	CAROL RITTER	2015-09-17
001	2013-01-01	CAROL RITTER	2014-07-15
001	2012-01-01	CAROL RITTER	2013-04-18
001	2011-01-01	CAROL RITTER	2012-06-06
001	2010-01-01	CAROL RITTER	2011-09-08

Plan Statistics for RITTER INSURANCE MARKETING 401K PLAN

401k plan membership statisitcs for RITTER INSURANCE MARKETING 401K PLAN

Measure Date Value
2022: RITTER INSURANCE MARKETING 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: RITTER INSURANCE MARKETING 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 181
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 216
Number of participants with account balances 2021-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 17
2020: RITTER INSURANCE MARKETING 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 175
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 200
Number of participants with account balances 2020-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: RITTER INSURANCE MARKETING 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 155
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 174
Number of participants with account balances 2019-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: RITTER INSURANCE MARKETING 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 131
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 25
Total of all active and inactive participants 2018-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 157
Number of participants with account balances 2018-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7

Measure	Date	Value
2022: RITTER INSURANCE MARKETING 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: RITTER INSURANCE MARKETING 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	181
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	216
Number of participants with account balances	2021-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	17
2020: RITTER INSURANCE MARKETING 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	175
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	200
Number of participants with account balances	2020-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: RITTER INSURANCE MARKETING 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	155
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	174
Number of participants with account balances	2019-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: RITTER INSURANCE MARKETING 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	131
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	25
Total of all active and inactive participants	2018-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	157
Number of participants with account balances	2018-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7

Financial Data on RITTER INSURANCE MARKETING 401K PLAN

Measure	Date	Value
2022 : RITTER INSURANCE MARKETING 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-988,488
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$9,229,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$9,206,005
Value of total corrective distributions	2022-08-31	$53
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$683,390
Value of total assets at end of year	2022-08-31	$0
Value of total assets at beginning of year	2022-08-31	$10,218,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$23,759
Total interest from all sources	2022-08-31	$1,982
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$43,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-08-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$43,694
Administrative expenses professional fees incurred	2022-08-31	$9,500
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$335,974
Participant contributions at end of year	2022-08-31	$0
Participant contributions at beginning of year	2022-08-31	$92,307
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$161,899
Total non interest bearing cash at end of year	2022-08-31	$0
Total non interest bearing cash at beginning of year	2022-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-10,218,305
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$10,218,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$9,787,478
Interest on participant loans	2022-08-31	$1,817
Income. Interest from US Government securities	2022-08-31	$165
Value of interest in common/collective trusts at end of year	2022-08-31	$0
Value of interest in common/collective trusts at beginning of year	2022-08-31	$188,520
Asset value of US Government securities at end of year	2022-08-31	$0
Asset value of US Government securities at beginning of year	2022-08-31	$0
Net gain/loss from 103.12 investment entities	2022-08-31	$-1,717,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$185,517
Employer contributions (assets) at end of year	2022-08-31	$0
Employer contributions (assets) at beginning of year	2022-08-31	$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$9,206,005
Contract administrator fees	2022-08-31	$14,259
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	2022-08-31	Yes
Did the plan have assets held for investment	2022-08-31	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	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2022-08-31	232846715
2021 : RITTER INSURANCE MARKETING 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,456,898
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$443,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$437,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,137,450
Value of total assets at end of year	2021-12-31	$10,218,305
Value of total assets at beginning of year	2021-12-31	$8,205,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,451
Total interest from all sources	2021-12-31	$2,623
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$468,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$468,467
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$598,851
Participant contributions at end of year	2021-12-31	$92,307
Participant contributions at beginning of year	2021-12-31	$69,097
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,614
Other income not declared elsewhere	2021-12-31	$2,826
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,012,908
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,218,305
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,205,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,787,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,911,312
Interest on participant loans	2021-12-31	$2,616
Income. Interest from US Government securities	2021-12-31	$7
Value of interest in common/collective trusts at end of year	2021-12-31	$188,520
Value of interest in common/collective trusts at beginning of year	2021-12-31	$74,988
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$845,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$534,985
Employer contributions (assets) at end of year	2021-12-31	$150,000
Employer contributions (assets) at beginning of year	2021-12-31	$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$437,539
Contract administrator fees	2021-12-31	$6,451
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2021-12-31	232846715
2020 : RITTER INSURANCE MARKETING 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$38,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,389,757
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$146,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$139,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,062,411
Value of total assets at end of year	2020-12-31	$8,205,397
Value of total assets at beginning of year	2020-12-31	$6,000,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,767
Total interest from all sources	2020-12-31	$2,427
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$223,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$223,699
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$550,154
Participant contributions at end of year	2020-12-31	$69,097
Participant contributions at beginning of year	2020-12-31	$46,565
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,998
Other income not declared elsewhere	2020-12-31	$37,680
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$11,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,242,941
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,205,397
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,000,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,911,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,780,344
Interest on participant loans	2020-12-31	$2,394
Income. Interest from US Government securities	2020-12-31	$33
Value of interest in common/collective trusts at end of year	2020-12-31	$74,988
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,108
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$2,613
Net gain/loss from 103.12 investment entities	2020-12-31	$1,063,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$509,259
Employer contributions (assets) at end of year	2020-12-31	$150,000
Employer contributions (assets) at beginning of year	2020-12-31	$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$139,049
Contract administrator fees	2020-12-31	$7,767
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2020-12-31	232846715
2019 : RITTER INSURANCE MARKETING 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,023,949
Total income from all sources (including contributions)	2019-12-31	$2,023,949
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$494,683
Total of all expenses incurred	2019-12-31	$494,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$473,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$473,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$951,931
Value of total assets at end of year	2019-12-31	$6,000,768
Value of total assets at end of year	2019-12-31	$6,000,768
Value of total assets at beginning of year	2019-12-31	$4,471,502
Value of total assets at beginning of year	2019-12-31	$4,471,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,676
Total interest from all sources	2019-12-31	$2,522
Total interest from all sources	2019-12-31	$2,522
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$259,453
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$259,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$259,453
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$259,453
Administrative expenses professional fees incurred	2019-12-31	$290
Administrative expenses professional fees incurred	2019-12-31	$290
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$447,670
Value of fidelity bond cover	2019-12-31	$447,670
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$456,168
Contributions received from participants	2019-12-31	$456,168
Participant contributions at end of year	2019-12-31	$46,565
Participant contributions at end of year	2019-12-31	$46,565
Participant contributions at beginning of year	2019-12-31	$57,719
Participant contributions at beginning of year	2019-12-31	$57,719
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,043
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,043
Total non interest bearing cash at end of year	2019-12-31	$11,138
Total non interest bearing cash at end of year	2019-12-31	$11,138
Total non interest bearing cash at beginning of year	2019-12-31	$3,019
Total non interest bearing cash at beginning of year	2019-12-31	$3,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,529,266
Value of net income/loss	2019-12-31	$1,529,266
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,000,768
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,000,768
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,471,502
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,471,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,780,344
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,780,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,256,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,256,658
Interest on participant loans	2019-12-31	$2,449
Interest on participant loans	2019-12-31	$2,449
Income. Interest from US Government securities	2019-12-31	$73
Income. Interest from US Government securities	2019-12-31	$73
Value of interest in common/collective trusts at end of year	2019-12-31	$10,108
Value of interest in common/collective trusts at end of year	2019-12-31	$10,108
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,364
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,364
Asset value of US Government securities at end of year	2019-12-31	$2,613
Asset value of US Government securities at end of year	2019-12-31	$2,613
Asset value of US Government securities at beginning of year	2019-12-31	$1,703
Asset value of US Government securities at beginning of year	2019-12-31	$1,703
Net gain/loss from 103.12 investment entities	2019-12-31	$810,043
Net gain/loss from 103.12 investment entities	2019-12-31	$810,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$451,720
Contributions received in cash from employer	2019-12-31	$451,720
Employer contributions (assets) at end of year	2019-12-31	$150,000
Employer contributions (assets) at end of year	2019-12-31	$150,000
Employer contributions (assets) at beginning of year	2019-12-31	$150,039
Employer contributions (assets) at beginning of year	2019-12-31	$150,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$473,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$473,007
Contract administrator fees	2019-12-31	$21,386
Contract administrator fees	2019-12-31	$21,386
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STAMBAUGH NESS, INC.
Accountancy firm name	2019-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2019-12-31	232846715
Accountancy firm EIN	2019-12-31	232846715
2018 : RITTER INSURANCE MARKETING 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$501,495
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$57,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$55,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$795,189
Value of total assets at end of year	2018-12-31	$4,471,502
Value of total assets at beginning of year	2018-12-31	$4,027,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,738
Total interest from all sources	2018-12-31	$3,364
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$229,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$229,389
Administrative expenses professional fees incurred	2018-12-31	$100
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$447,670
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$394,474
Participant contributions at end of year	2018-12-31	$57,719
Participant contributions at beginning of year	2018-12-31	$63,839
Total non interest bearing cash at end of year	2018-12-31	$3,019
Total non interest bearing cash at beginning of year	2018-12-31	$5,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$443,975
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,471,502
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,027,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,256,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,861,924
Interest on participant loans	2018-12-31	$3,356
Income. Interest from US Government securities	2018-12-31	$8
Value of interest in common/collective trusts at end of year	2018-12-31	$2,364
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$1,703
Asset value of US Government securities at beginning of year	2018-12-31	$1,764
Net gain/loss from 103.12 investment entities	2018-12-31	$-526,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$400,715
Employer contributions (assets) at end of year	2018-12-31	$150,039
Employer contributions (assets) at beginning of year	2018-12-31	$94,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$55,782
Contract administrator fees	2018-12-31	$1,638
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	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	STAMBAUGH NESS, INC.
Accountancy firm EIN	2018-12-31	232846715

Form 5500 Responses for RITTER INSURANCE MARKETING 401K PLAN

2022: RITTER INSURANCE MARKETING 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RITTER INSURANCE MARKETING 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RITTER INSURANCE MARKETING 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RITTER INSURANCE MARKETING 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RITTER INSURANCE MARKETING 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	URL SENIOR MARKETING, LLC
Employer identification number (EIN):	260000997
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages