401k Plan data: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN plan

MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN
Plan identification number	002

MARKETING ALTERNATIVES, INC. PROFIT SHARING 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.

401k Sponsoring company profile

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

Company Name: MARKETING ALTERNATIVES, INC.

Employer identification number (EIN): 363155503

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JAMES WYSLAK 2024-06-27
002 2022-01-01 JAMES WYSLAK 2023-10-03
002 2021-01-01 JAMES WYSLAK 2022-10-13
002 2020-01-01 JAMES WYSLAK 2021-10-14
002 2019-01-01 GARY JON STANKO 2020-10-13
002 2018-01-01 GARY JON STANKO 2019-10-15
002 2017-01-01 GARY JON STANKO
002 2017-01-01
002 2016-01-01 GARY JON STANKO
002 2015-01-01 JOE LAMONICA 2016-10-13
002 2014-01-01 JOE LAMONICA 2015-10-12
002 2013-01-01 JOE LAMONICA 2014-10-14
002 2012-01-01 JOE LAMONICA 2013-10-11
002 2011-01-01 JOSEPH LAMONICA JOSEPH LAMONICA 2012-07-10
002 2010-01-01 JOSEPH LAMONICA 2011-07-27 JOSEPH LAMONICA 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JAMES WYSLAK	2024-06-27
002	2022-01-01	JAMES WYSLAK	2023-10-03
002	2021-01-01	JAMES WYSLAK	2022-10-13
002	2020-01-01	JAMES WYSLAK	2021-10-14
002	2019-01-01	GARY JON STANKO	2020-10-13
002	2018-01-01	GARY JON STANKO	2019-10-15
002	2017-01-01	GARY JON STANKO
002	2017-01-01
002	2016-01-01	GARY JON STANKO
002	2015-01-01	JOE LAMONICA	2016-10-13
002	2014-01-01	JOE LAMONICA	2015-10-12
002	2013-01-01	JOE LAMONICA	2014-10-14
002	2012-01-01	JOE LAMONICA	2013-10-11
002	2011-01-01	JOSEPH LAMONICA		JOSEPH LAMONICA	2012-07-10
002	2010-01-01	JOSEPH LAMONICA	2011-07-27	JOSEPH LAMONICA	2011-07-27

Plan Statistics for MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN

Measure Date Value
2017: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 79
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 4
Total of all active and inactive participants 2017-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 83
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 76
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 96
Number of participants with account balances 2016-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2011: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 93
Number of participants with account balances 2011-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 22

Measure	Date	Value
2017: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	79
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	4
Total of all active and inactive participants	2017-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	83
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	76
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	96
Number of participants with account balances	2016-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2011: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	93
Number of participants with account balances	2011-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	22

Financial Data on MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2017 : MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$208,429
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$180,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$158,008
Expenses. Certain deemed distributions of participant loans	2017-12-31	$14,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$68,352
Value of total assets at end of year	2017-12-31	$947,148
Value of total assets at beginning of year	2017-12-31	$919,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,405
Total interest from all sources	2017-12-31	$2,009
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	$100,000
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
Contributions received from participants	2017-12-31	$36,888
Participant contributions at end of year	2017-12-31	$21,617
Participant contributions at beginning of year	2017-12-31	$53,000
Participant contributions at end of year	2017-12-31	$1,747
Participant contributions at beginning of year	2017-12-31	$3,670
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	$27,752
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$947,148
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$919,396
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
Investment advisory and management fees	2017-12-31	$3,847
Value of interest in pooled separate accounts at end of year	2017-12-31	$921,849
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$859,601
Interest on participant loans	2017-12-31	$2,009
Net investment gain/loss from pooled separate accounts	2017-12-31	$138,068
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	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$31,464
Employer contributions (assets) at end of year	2017-12-31	$1,935
Employer contributions (assets) at beginning of year	2017-12-31	$3,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$158,008
Contract administrator fees	2017-12-31	$4,558
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PAGLIUCO OPALACZ & ASSOCIATES, PC
Accountancy firm EIN	2017-12-31	753079509
2016 : MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$136,102
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$26,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$16,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$79,088
Value of total assets at end of year	2016-12-31	$919,396
Value of total assets at beginning of year	2016-12-31	$809,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,494
Total interest from all sources	2016-12-31	$3,060
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$42,902
Participant contributions at end of year	2016-12-31	$53,000
Participant contributions at beginning of year	2016-12-31	$57,309
Participant contributions at end of year	2016-12-31	$3,670
Participant contributions at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$9,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$109,680
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$919,396
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$809,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$859,601
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$750,095
Interest on participant loans	2016-12-31	$3,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,312
Net investment gain/loss from pooled separate accounts	2016-12-31	$53,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$36,186
Employer contributions (assets) at end of year	2016-12-31	$3,125
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$16,928
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PAGLIUCO OPALACZ & ASSOCIATES, PC
Accountancy firm EIN	2016-12-31	753079509
2011 : MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$12,851
Expenses. Total of all expenses incurred	2011-12-31	$45,100
Benefits paid (including direct rollovers)	2011-12-31	$35,104
Total plan assets at end of year	2011-12-31	$613,298
Total plan assets at beginning of year	2011-12-31	$645,547
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$26,676
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-13,825
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-32,249
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$613,298
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$645,547
Assets. Value of participant loans	2011-12-31	$31,394
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$2,952
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$4,500
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN

2017: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2011: MARKETING ALTERNATIVES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

108592

Policy instance

Insurance contract or identification number	108592
Number of Individuals Covered	26
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,031
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1031
Additional information about fees paid to insurance broker	TPA FEES PAID AND TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	BENEFIT SERVICES GROUP, INC.

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Company Name:	MARKETING ALTERNATIVES, INC.
Employer identification number (EIN):	363155503
NAIC Classification:	541800