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MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:MARKETING ASSOCIATES LLC
Employer identification number (EIN):383585841
NAIC Classification:541800

Additional information about MARKETING ASSOCIATES LLC

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 2001-02-26
Company Identification Number: B87296
Legal Registered Office Address: ONE KENNEDY SQUARE 777 WOODWARD AVE STE 500 DETROIT


United States of America (USA)
48226

More information about MARKETING ASSOCIATES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01CRISTIN COSTANZA
0012016-01-01RYAN RUSSELL
0012015-01-01RYAN RUSSELL
0012014-01-01RYAN RUSSELL
0012013-01-01RYAN RUSSELL
0012012-01-01RYAN RUSSELL
0012011-01-01RYAN RUSSELL
0012010-01-01RYAN RUSSELL
0012009-01-01RYAN RUSSELL

Plan Statistics for MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01546
Total number of active participants reported on line 7a of the Form 55002022-01-01465
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0198
Total of all active and inactive participants2022-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01563
Number of participants with account balances2022-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01479
Total number of active participants reported on line 7a of the Form 55002021-01-01435
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01519
Number of participants with account balances2021-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01466
Total number of active participants reported on line 7a of the Form 55002020-01-01403
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01467
Number of participants with account balances2020-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01445
Total number of active participants reported on line 7a of the Form 55002019-01-01379
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01440
Number of participants with account balances2019-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01385
Total number of active participants reported on line 7a of the Form 55002018-01-01355
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01415
Number of participants with account balances2018-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01351
Total number of active participants reported on line 7a of the Form 55002017-01-01322
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01366
Number of participants with account balances2017-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01340
Total number of active participants reported on line 7a of the Form 55002016-01-01297
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01339
Number of participants with account balances2016-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01288
Total number of active participants reported on line 7a of the Form 55002015-01-01238
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01270
Number of participants with account balances2015-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01257
Total number of active participants reported on line 7a of the Form 55002014-01-01224
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01268
Number of participants with account balances2014-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01234
Total number of active participants reported on line 7a of the Form 55002013-01-01204
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01240
Number of participants with account balances2013-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01187
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01228
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01206
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01207
Number of participants with account balances2011-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01162
Total number of active participants reported on line 7a of the Form 55002010-01-01159
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0141
Total of all active and inactive participants2010-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01200
Number of participants with account balances2010-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01159
Number of participants with account balances2009-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,772,765
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,035,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,025,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,302,716
Value of total assets at end of year2022-12-31$35,256,992
Value of total assets at beginning of year2022-12-31$40,065,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,500
Total interest from all sources2022-12-31$60,498
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,826,472
Participant contributions at end of year2022-12-31$669,295
Participant contributions at beginning of year2022-12-31$402,986
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$392,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,808,065
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,256,992
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,065,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$33,301,303
Value of interest in pooled separate accounts at beginning of year2022-12-31$37,040,917
Interest on participant loans2022-12-31$25,666
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$34,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,265,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,600,464
Net investment gain/loss from pooled separate accounts2022-12-31$-7,135,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,083,700
Employer contributions (assets) at end of year2022-12-31$20,931
Employer contributions (assets) at beginning of year2022-12-31$20,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,025,800
Contract administrator fees2022-12-31$9,500
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$9,561,288
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,891,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,825,878
Value of total corrective distributions2021-12-31$16,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,471,291
Value of total assets at end of year2021-12-31$40,065,057
Value of total assets at beginning of year2021-12-31$32,394,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,132
Total interest from all sources2021-12-31$50,133
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,317,661
Participant contributions at end of year2021-12-31$402,986
Participant contributions at beginning of year2021-12-31$428,406
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$191,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,670,206
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,065,057
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,394,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$43,532
Value of interest in pooled separate accounts at end of year2021-12-31$37,040,917
Value of interest in pooled separate accounts at beginning of year2021-12-31$29,041,091
Interest on participant loans2021-12-31$22,568
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$27,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,600,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,925,354
Net investment gain/loss from pooled separate accounts2021-12-31$5,039,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$962,260
Employer contributions (assets) at end of year2021-12-31$20,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,825,878
Contract administrator fees2021-12-31$5,600
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$7,661,892
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,484,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,418,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,621,522
Value of total assets at end of year2020-12-31$32,394,851
Value of total assets at beginning of year2020-12-31$27,217,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,866
Total interest from all sources2020-12-31$60,458
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,009,866
Participant contributions at end of year2020-12-31$428,406
Participant contributions at beginning of year2020-12-31$434,748
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$71,518
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$380,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,177,537
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,394,851
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,217,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$60,816
Value of interest in pooled separate accounts at end of year2020-12-31$29,041,091
Value of interest in pooled separate accounts at beginning of year2020-12-31$24,439,274
Interest on participant loans2020-12-31$24,605
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$35,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,925,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,233,369
Net investment gain/loss from pooled separate accounts2020-12-31$3,979,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$231,212
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$38,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,418,489
Contract administrator fees2020-12-31$5,050
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,249,185
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,211,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,149,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,601,345
Value of total assets at end of year2019-12-31$27,217,314
Value of total assets at beginning of year2019-12-31$21,179,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,193
Total interest from all sources2019-12-31$58,770
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,779,623
Participant contributions at end of year2019-12-31$434,748
Participant contributions at beginning of year2019-12-31$392,927
Participant contributions at end of year2019-12-31$71,518
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$313,948
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,037,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,217,314
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,179,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$54,493
Value of interest in pooled separate accounts at end of year2019-12-31$24,439,274
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,848,266
Interest on participant loans2019-12-31$23,845
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$34,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,233,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,913,607
Net investment gain/loss from pooled separate accounts2019-12-31$4,589,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$507,774
Employer contributions (assets) at end of year2019-12-31$38,405
Employer contributions (assets) at beginning of year2019-12-31$25,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,149,607
Contract administrator fees2019-12-31$7,700
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,918,258
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$593,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$537,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,238,043
Value of total assets at end of year2018-12-31$21,179,929
Value of total assets at beginning of year2018-12-31$19,854,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,909
Total interest from all sources2018-12-31$35,270
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,468,528
Participant contributions at end of year2018-12-31$392,927
Participant contributions at beginning of year2018-12-31$382,257
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$311,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,324,950
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,179,929
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,854,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$49,709
Value of interest in pooled separate accounts at end of year2018-12-31$18,848,266
Value of interest in pooled separate accounts at beginning of year2018-12-31$18,336,522
Interest on participant loans2018-12-31$17,312
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$17,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,913,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,113,766
Net investment gain/loss from pooled separate accounts2018-12-31$-1,355,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$457,992
Employer contributions (assets) at end of year2018-12-31$25,129
Employer contributions (assets) at beginning of year2018-12-31$22,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$537,399
Contract administrator fees2018-12-31$6,200
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$5,559,898
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,616,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,568,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,687,467
Value of total assets at end of year2017-12-31$19,854,979
Value of total assets at beginning of year2017-12-31$15,911,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,738
Total interest from all sources2017-12-31$23,910
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,168,456
Participant contributions at end of year2017-12-31$382,257
Participant contributions at beginning of year2017-12-31$201,406
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$114,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,943,015
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,854,979
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,911,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$42,438
Value of interest in pooled separate accounts at end of year2017-12-31$18,336,522
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,609,687
Interest on participant loans2017-12-31$11,562
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$12,348
Value of interest in common/collective trusts at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,113,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,077,815
Net investment gain/loss from pooled separate accounts2017-12-31$2,848,521
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$404,389
Employer contributions (assets) at end of year2017-12-31$22,434
Employer contributions (assets) at beginning of year2017-12-31$22,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,568,145
Contract administrator fees2017-12-31$6,300
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$3,533,774
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$3,658,819
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,101,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,041,643
Value of total corrective distributions2016-12-31$12,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,210,506
Value of total assets at end of year2016-12-31$15,911,964
Value of total assets at beginning of year2016-12-31$9,820,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,081
Total interest from all sources2016-12-31$27,050
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,778,413
Participant contributions at end of year2016-12-31$201,406
Participant contributions at beginning of year2016-12-31$201,255
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$103,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,557,450
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,911,964
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,820,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$40,381
Value of interest in pooled separate accounts at end of year2016-12-31$14,609,687
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,622,743
Interest on participant loans2016-12-31$9,824
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$17,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,077,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$981,124
Net investment gain/loss from pooled separate accounts2016-12-31$1,421,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$328,125
Employer contributions (assets) at end of year2016-12-31$22,090
Employer contributions (assets) at beginning of year2016-12-31$15,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,041,643
Contract administrator fees2016-12-31$6,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,617,098
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$967,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$916,522
Value of total corrective distributions2015-12-31$7,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,858,602
Value of total assets at end of year2015-12-31$9,820,740
Value of total assets at beginning of year2015-12-31$9,170,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,163
Total interest from all sources2015-12-31$17,257
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,438,431
Participant contributions at end of year2015-12-31$201,255
Participant contributions at beginning of year2015-12-31$223,746
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$160,644
Total non interest bearing cash at beginning of year2015-12-31$6,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$649,788
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,820,740
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,170,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$39,013
Value of interest in pooled separate accounts at end of year2015-12-31$8,622,743
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,084,380
Interest on participant loans2015-12-31$8,900
Interest earned on other investments2015-12-31$8,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$981,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$835,206
Net investment gain/loss from pooled separate accounts2015-12-31$-258,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$259,527
Employer contributions (assets) at end of year2015-12-31$15,618
Employer contributions (assets) at beginning of year2015-12-31$20,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$916,522
Contract administrator fees2015-12-31$4,150
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,794,856
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$914,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$872,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,580,152
Value of total assets at end of year2014-12-31$9,170,952
Value of total assets at beginning of year2014-12-31$8,290,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,046
Total interest from all sources2014-12-31$19,191
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,133,619
Participant contributions at end of year2014-12-31$223,746
Participant contributions at beginning of year2014-12-31$160,825
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$234,469
Total non interest bearing cash at end of year2014-12-31$6,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$880,555
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,170,952
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,290,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$38,796
Value of interest in pooled separate accounts at end of year2014-12-31$8,084,380
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,335,092
Interest on participant loans2014-12-31$8,036
Interest earned on other investments2014-12-31$11,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$835,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$785,947
Net investment gain/loss from pooled separate accounts2014-12-31$195,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$212,064
Employer contributions (assets) at end of year2014-12-31$20,800
Employer contributions (assets) at beginning of year2014-12-31$8,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$872,255
Contract administrator fees2014-12-31$3,250
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,875,897
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$553,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$521,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,755,901
Value of total assets at end of year2013-12-31$8,290,397
Value of total assets at beginning of year2013-12-31$5,968,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,003
Total interest from all sources2013-12-31$18,833
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$968,344
Participant contributions at end of year2013-12-31$160,825
Participant contributions at beginning of year2013-12-31$223,984
Participant contributions at beginning of year2013-12-31$6,344
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$606,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,321,975
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,290,397
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,968,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$29,232
Value of interest in pooled separate accounts at end of year2013-12-31$7,335,092
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,155,686
Interest on participant loans2013-12-31$8,061
Interest earned on other investments2013-12-31$10,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$785,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$574,363
Net investment gain/loss from pooled separate accounts2013-12-31$1,101,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$181,066
Employer contributions (assets) at end of year2013-12-31$8,533
Employer contributions (assets) at beginning of year2013-12-31$8,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$521,919
Contract administrator fees2013-12-31$2,771
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,587,757
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$880,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$846,387
Value of total corrective distributions2012-12-31$2,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$962,313
Value of total assets at end of year2012-12-31$5,968,422
Value of total assets at beginning of year2012-12-31$5,260,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,521
Total interest from all sources2012-12-31$8,203
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$812,809
Participant contributions at end of year2012-12-31$223,984
Participant contributions at beginning of year2012-12-31$146,395
Participant contributions at end of year2012-12-31$6,344
Other income not declared elsewhere2012-12-31$14,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$707,646
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,968,422
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,260,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$28,321
Value of interest in pooled separate accounts at end of year2012-12-31$5,155,686
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,392,533
Interest on participant loans2012-12-31$8,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$574,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$712,849
Net investment gain/loss from pooled separate accounts2012-12-31$602,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$149,504
Employer contributions (assets) at end of year2012-12-31$8,045
Employer contributions (assets) at beginning of year2012-12-31$8,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$846,387
Contract administrator fees2012-12-31$3,200
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$704,137
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$325,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$296,475
Value of total corrective distributions2011-12-31$982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$923,238
Value of total assets at end of year2011-12-31$5,260,776
Value of total assets at beginning of year2011-12-31$4,882,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,348
Total interest from all sources2011-12-31$7,042
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$694,986
Participant contributions at end of year2011-12-31$146,395
Participant contributions at beginning of year2011-12-31$152,830
Participant contributions at beginning of year2011-12-31$39,166
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$90,929
Other income not declared elsewhere2011-12-31$14,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$378,332
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,260,776
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,882,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$25,748
Value of interest in pooled separate accounts at end of year2011-12-31$4,392,533
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,120,824
Interest on participant loans2011-12-31$7,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$712,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$554,258
Net investment gain/loss from pooled separate accounts2011-12-31$-240,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$137,323
Employer contributions (assets) at end of year2011-12-31$8,999
Employer contributions (assets) at beginning of year2011-12-31$15,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$296,475
Contract administrator fees2011-12-31$2,600
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,336,264
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$104,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$81,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$878,360
Value of total assets at end of year2010-12-31$4,882,444
Value of total assets at beginning of year2010-12-31$3,650,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,257
Total interest from all sources2010-12-31$5,217
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$633,140
Participant contributions at end of year2010-12-31$152,830
Participant contributions at beginning of year2010-12-31$72,319
Participant contributions at end of year2010-12-31$39,166
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$120,734
Other income not declared elsewhere2010-12-31$17,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,231,975
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,882,444
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,650,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$21,257
Value of interest in pooled separate accounts at end of year2010-12-31$4,120,824
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,090,927
Interest on participant loans2010-12-31$5,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$554,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$480,043
Net investment gain/loss from pooled separate accounts2010-12-31$435,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$124,486
Employer contributions (assets) at end of year2010-12-31$15,366
Employer contributions (assets) at beginning of year2010-12-31$7,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$81,032
Contract administrator fees2010-12-31$2,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

2022: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARKETING ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14283
Policy instance 1
Insurance contract or identification number14283
Number of Individuals Covered537
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $64,342
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $64,342
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14283
Policy instance 1
Insurance contract or identification number14283
Number of Individuals Covered491
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $75,831
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $75,831
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14283
Policy instance 1
Insurance contract or identification number14283
Number of Individuals Covered444
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $67,592
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $67,592
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14283
Policy instance 1
Insurance contract or identification number14283
Number of Individuals Covered417
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $59,151
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $59,151
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14283
Policy instance 1
Insurance contract or identification number14283
Number of Individuals Covered392
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $52,349
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $52,349
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14283
Policy instance 1
Insurance contract or identification number14283
Number of Individuals Covered339
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $43,694
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $43,694
Insurance broker organization code?3
Insurance broker nameSIGMA FINANCIAL CORPORATION

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