401k Plan data: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

P L MARKETING, INC. has sponsored the creation of one or more 401k plans.

Company Name: P L MARKETING, INC.

Employer identification number (EIN): 311276521

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 NICK BASCH 2023-10-16
002 2021-01-01 NICK BASCH 2022-10-14
002 2020-01-01 NICK BASCH 2021-10-13
002 2019-01-01 NICK BASCH 2020-10-12
002 2018-01-01 TIMOTHY M LOGSDON 2019-10-10
002 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	NICK BASCH	2023-10-16
002	2021-01-01	NICK BASCH	2022-10-14
002	2020-01-01	NICK BASCH	2021-10-13
002	2019-01-01	NICK BASCH	2020-10-12
002	2018-01-01	TIMOTHY M LOGSDON	2019-10-10
002	2017-01-01

Plan Statistics for P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,598
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,092
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 306
Total of all active and inactive participants 2022-01-01 1,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 1,415
Number of participants with account balances 2022-01-01 1,378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 35
2021: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,087
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,054
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 386
Total of all active and inactive participants 2021-01-01 1,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,448
Number of participants with account balances 2021-01-01 1,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 70
2020: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,061
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,074
Number of retired or separated participants receiving benefits 2020-01-01 44
Number of other retired or separated participants entitled to future benefits 2020-01-01 839
Total of all active and inactive participants 2020-01-01 1,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 7
Total participants 2020-01-01 1,964
Number of participants with account balances 2020-01-01 1,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,732
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,675
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 152
Total of all active and inactive participants 2019-01-01 1,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 1,834
Number of participants with account balances 2019-01-01 1,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 51
2018: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,470
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,367
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 117
Total of all active and inactive participants 2018-01-01 1,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 1,493
Number of participants with account balances 2018-01-01 1,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 43
2017: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,395
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,300
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 1,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,307
Number of participants with account balances 2017-01-01 1,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,598
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,092
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	306
Total of all active and inactive participants	2022-01-01	1,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	1,415
Number of participants with account balances	2022-01-01	1,378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	35
2021: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,087
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,054
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	386
Total of all active and inactive participants	2021-01-01	1,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,448
Number of participants with account balances	2021-01-01	1,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	70
2020: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,061
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,074
Number of retired or separated participants receiving benefits	2020-01-01	44
Number of other retired or separated participants entitled to future benefits	2020-01-01	839
Total of all active and inactive participants	2020-01-01	1,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	7
Total participants	2020-01-01	1,964
Number of participants with account balances	2020-01-01	1,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,732
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,675
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	152
Total of all active and inactive participants	2019-01-01	1,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	1,834
Number of participants with account balances	2019-01-01	1,698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	51
2018: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,470
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,367
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	117
Total of all active and inactive participants	2018-01-01	1,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	1,493
Number of participants with account balances	2018-01-01	1,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	43
2017: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,395
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,300
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	1,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,307
Number of participants with account balances	2017-01-01	1,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$4,540,000
Total unrealized appreciation/depreciation of assets	2022-12-31	$4,540,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$38,536,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$39,750,000
Expenses. Interest paid	2022-12-31	$1,391,250
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$1,391,250
Total income from all sources (including contributions)	2022-12-31	$9,120,653
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,366,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,975,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,708,593
Value of total assets at end of year	2022-12-31	$74,544,579
Value of total assets at beginning of year	2022-12-31	$70,004,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$216
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$713
Other income not declared elsewhere	2022-12-31	$-128,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$5,753,703
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$36,008,066
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,254,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$13,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$13,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$13,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$74,530,000
Assets. Invements in employer securities at beginning of year	2022-12-31	$69,990,000
Contributions received in cash from employer	2022-12-31	$4,708,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,975,700
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$38,536,513
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$39,750,000
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN	2022-12-31	611129886
2021 : P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$6,530,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$6,530,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$39,750,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$42,400,000
Expenses. Interest paid	2021-12-31	$1,484,000
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$1,484,000
Total income from all sources (including contributions)	2021-12-31	$11,564,769
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,755,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,271,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,034,000
Value of total assets at end of year	2021-12-31	$70,004,363
Value of total assets at beginning of year	2021-12-31	$64,844,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$769
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$15,648
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	$7,809,395
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,254,363
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,444,968
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$13,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,369,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,369,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$769
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
Assets. Invements in employer securities at end of year	2021-12-31	$69,990,000
Assets. Invements in employer securities at beginning of year	2021-12-31	$63,460,000
Contributions received in cash from employer	2021-12-31	$5,034,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,271,374
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
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$39,750,000
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$42,400,000
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN	2021-12-31	611129886
2020 : P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-23,680,000
Total unrealized appreciation/depreciation of assets	2020-12-31	$-23,680,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$42,400,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$45,050,020
Expenses. Interest paid	2020-12-31	$1,576,750
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$1,576,750
Total income from all sources (including contributions)	2020-12-31	$-18,942,425
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,957,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$380,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,726,750
Value of total assets at end of year	2020-12-31	$64,844,968
Value of total assets at beginning of year	2020-12-31	$88,394,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$4,979
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$15,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$5,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$20
Other income not declared elsewhere	2020-12-31	$5,846
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	$-20,899,708
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,444,968
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$43,344,676
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,369,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,248,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,248,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$4,979
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
Assets. Invements in employer securities at end of year	2020-12-31	$63,460,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$87,140,000
Contributions received in cash from employer	2020-12-31	$4,726,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$380,533
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
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$42,400,000
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$45,050,000
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN	2020-12-31	611129886
2019 : P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$20,550,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$20,550,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$45,050,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$47,700,000
Expenses. Interest paid	2019-12-31	$1,669,500
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$1,669,500
Total income from all sources (including contributions)	2019-12-31	$25,389,306
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,935,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$266,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,819,500
Value of total assets at end of year	2019-12-31	$88,394,696
Value of total assets at beginning of year	2019-12-31	$67,591,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$19,806
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$5,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$23,453,365
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$43,344,676
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,891,311
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,248,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$999,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$999,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$19,806
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$87,140,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$66,590,000
Contributions received in cash from employer	2019-12-31	$4,819,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$266,441
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
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
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$45,050,000
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$47,700,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN	2019-12-31	611129886
2018 : P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$30,270,000
Total unrealized appreciation/depreciation of assets	2018-12-31	$30,270,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$47,700,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$50,350,000
Expenses. Interest paid	2018-12-31	$1,762,250
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$1,762,250
Total income from all sources (including contributions)	2018-12-31	$35,191,565
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,770,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,912,250
Value of total assets at end of year	2018-12-31	$67,591,311
Value of total assets at beginning of year	2018-12-31	$36,820,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$9,315
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$492
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	$33,420,819
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,891,311
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$-13,529,508
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$999,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$500,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$500,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$9,315
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
Assets. Invements in employer securities at end of year	2018-12-31	$66,590,000
Assets. Invements in employer securities at beginning of year	2018-12-31	$36,320,000
Contributions received in cash from employer	2018-12-31	$4,912,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,496
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
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$47,700,000
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$50,350,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN	2018-12-31	611129886
2017 : P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-16,680,000
Total unrealized appreciation/depreciation of assets	2017-12-31	$-16,680,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$50,350,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$975,781
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$975,781
Total income from all sources (including contributions)	2017-12-31	$-12,553,727
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$975,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,125,781
Value of total assets at end of year	2017-12-31	$36,820,492
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$492
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$-13,529,508
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$-13,529,508
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$500,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$36,320,000
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$4,125,781
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$50,350,000
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	KELLEY GALLOWAY SMITH GOOLSBY, PSC
Accountancy firm EIN	2017-12-31	611129886

Form 5500 Responses for P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP 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	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP 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: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP 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: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP 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: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP 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
2017: P.L. MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	P L MARKETING, INC.
Employer identification number (EIN):	311276521
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers