401k Plan data: TRITECH MARKETING, INC. 401(K) PLAN plan

TRITECH MARKETING, INC. 401(K) PLAN 401k Plan overview

Plan Name	TRITECH MARKETING, INC. 401(K) PLAN
Plan identification number	001

TRITECH MARKETING, INC. 401(K) 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

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

Company Name: TRITECH MARKETING, LLC

Employer identification number (EIN): 363604568

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRITECH MARKETING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 TOM PERONA 2020-06-16
001 2018-01-01 TOM PERONA 2019-07-03
001 2017-01-01 TOM PERONA 2018-06-25
001 2016-01-01 TOM PERONA 2017-05-25
001 2015-01-01 TOM PERONA 2016-05-27
001 2014-01-01 TOM PERONA 2015-07-23 TOM PERONA 2015-07-23
001 2013-01-01 TOM PERONA 2014-06-04
001 2012-01-01 TOM PERONA 2013-06-25
001 2011-01-01 TOM PERONA 2012-07-02
001 2010-01-01 TOM PERONA 2011-07-18
001 2009-01-01
001 2009-01-01 JACKIE THOMAS
001 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	TOM PERONA	2020-06-16
001	2018-01-01	TOM PERONA	2019-07-03
001	2017-01-01	TOM PERONA	2018-06-25
001	2016-01-01	TOM PERONA	2017-05-25
001	2015-01-01	TOM PERONA	2016-05-27
001	2014-01-01	TOM PERONA	2015-07-23	TOM PERONA	2015-07-23
001	2013-01-01	TOM PERONA	2014-06-04
001	2012-01-01	TOM PERONA	2013-06-25
001	2011-01-01	TOM PERONA	2012-07-02
001	2010-01-01	TOM PERONA	2011-07-18
001	2009-01-01
001	2009-01-01	JACKIE THOMAS
001	2009-01-01

Plan Statistics for TRITECH MARKETING, INC. 401(K) PLAN

401k plan membership statisitcs for TRITECH MARKETING, INC. 401(K) PLAN

Measure Date Value
2023: TRITECH MARKETING, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 127
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 55
Total of all active and inactive participants 2023-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 182
Number of participants with account balances 2023-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 15
2022: TRITECH MARKETING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 156
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 49
Total of all active and inactive participants 2022-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 205
Number of participants with account balances 2022-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: TRITECH MARKETING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 112
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 39
Total of all active and inactive participants 2021-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 151
Number of participants with account balances 2021-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: TRITECH MARKETING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 111
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 29
Total of all active and inactive participants 2020-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2009: TRITECH MARKETING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 49
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 27
Total of all active and inactive participants 2009-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 76
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: TRITECH MARKETING, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	127
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	55
Total of all active and inactive participants	2023-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	182
Number of participants with account balances	2023-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	15
2022: TRITECH MARKETING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	156
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	49
Total of all active and inactive participants	2022-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	205
Number of participants with account balances	2022-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: TRITECH MARKETING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	112
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	39
Total of all active and inactive participants	2021-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	151
Number of participants with account balances	2021-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: TRITECH MARKETING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	111
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	29
Total of all active and inactive participants	2020-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2009: TRITECH MARKETING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	49
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	27
Total of all active and inactive participants	2009-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	76
Number of participants with account balances	2009-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TRITECH MARKETING, INC. 401(K) PLAN

Measure	Date	Value
2023 : TRITECH MARKETING, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$6,532,172
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$471,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$440,107
Value of total corrective distributions	2023-12-31	$12,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,930,416
Value of total assets at end of year	2023-12-31	$17,887,954
Value of total assets at beginning of year	2023-12-31	$11,827,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$19,149
Total interest from all sources	2023-12-31	$3,538
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$25,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$25,066
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,303,594
Participant contributions at end of year	2023-12-31	$7,211
Participant contributions at beginning of year	2023-12-31	$11,969
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,364,789
Administrative expenses (other) incurred	2023-12-31	$9,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$6,060,736
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$17,887,954
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,827,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$8,149
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$17,660,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$11,675,995
Interest on participant loans	2023-12-31	$479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$69,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$56,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$56,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$3,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$151,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$82,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,573,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$262,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$440,107
Contract administrator fees	2023-12-31	$1,750
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2023-12-31	814637885
2022 : TRITECH MARKETING, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$177,174
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,705,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,683,699
Expenses. Certain deemed distributions of participant loans	2022-12-31	$69
Value of total corrective distributions	2022-12-31	$9,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,470,558
Value of total assets at end of year	2022-12-31	$11,827,218
Value of total assets at beginning of year	2022-12-31	$13,355,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,508
Total interest from all sources	2022-12-31	$2,184
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$-19,781
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	$500,000
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
Contributions received from participants	2022-12-31	$985,024
Participant contributions at end of year	2022-12-31	$11,969
Participant contributions at beginning of year	2022-12-31	$45,700
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,281,625
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	$-1,528,524
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,827,218
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,355,742
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 in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,675,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,198,843
Interest on participant loans	2022-12-31	$2,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$56,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$44,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$44,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$82,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,066,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,275,787
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
Contributions received in cash from employer	2022-12-31	$203,909
Income. Dividends from preferred stock	2022-12-31	$-19,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,683,699
Contract administrator fees	2022-12-31	$12,508
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : TRITECH MARKETING, INC. 401(K) 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	$2,864,098
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$442,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$426,695
Value of total corrective distributions	2021-12-31	$4,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,227,576
Value of total assets at end of year	2021-12-31	$13,355,742
Value of total assets at beginning of year	2021-12-31	$10,933,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,004
Total interest from all sources	2021-12-31	$1,902
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$14,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$14,884
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	$904,704
Participant contributions at end of year	2021-12-31	$45,700
Participant contributions at beginning of year	2021-12-31	$24,770
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$126,747
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	$2,421,934
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,355,742
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,933,808
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	$12,198,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,793,105
Interest on participant loans	2021-12-31	$1,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$44,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,066,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,115,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,619,736
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	$196,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$426,695
Contract administrator fees	2021-12-31	$11,004
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	Disclaimer
Accountancy firm name	2021-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : TRITECH MARKETING, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
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
Expenses. Interest paid	2020-12-31	$0
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	$0
Total income from all sources (including contributions)	2020-12-31	$2,117,848
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$484,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$474,184
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$8,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,008,947
Value of total assets at end of year	2020-12-31	$10,933,808
Value of total assets at beginning of year	2020-12-31	$9,300,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,801
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$13,413
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
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$1,801
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
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	$772,700
Participant contributions at end of year	2020-12-31	$24,770
Participant contributions at beginning of year	2020-12-31	$26,323
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$70,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
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	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
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	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$1,632,873
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,933,808
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,300,935
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,793,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,146,912
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$1,739
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$11,674
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,115,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$127,700
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
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	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,095,488
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$166,203
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$474,184
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2009 : TRITECH MARKETING, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TRITECH MARKETING, INC. 401(K) PLAN

2023: TRITECH MARKETING, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TRITECH MARKETING, INC. 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TRITECH MARKETING, INC. 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TRITECH MARKETING, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: TRITECH MARKETING, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

80861

Policy instance

Insurance contract or identification number	80861
Number of Individuals Covered	155
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

80861

Policy instance

Insurance contract or identification number	80861
Number of Individuals Covered	149
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

80861

Policy instance

Insurance contract or identification number	80861
Number of Individuals Covered	123
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

810861

Policy instance

Insurance contract or identification number	810861
Number of Individuals Covered	111
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,402
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4402
Additional information about fees paid to insurance broker	ANNUAL COMPLIANCE SERVICES
Insurance broker organization code?	5

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Company Name:	TRITECH MARKETING, LLC
Employer identification number (EIN):	363604568
NAIC Classification:	541600