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SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN
Plan identification number 001

SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPM MARKETING & COMMUNICATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPM MARKETING & COMMUNICATIONS, INC.
Employer identification number (EIN):451259626
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01NANCY MILLER
0012016-01-01LAWRENCE MARGOLIS
0012015-01-01LAWRENCE MARGOLIS LAWRENCE MARGOLIS2016-04-01
0012014-01-01LAWRENCE W MARGOLIS
0012013-01-01NANCY MILLER
0012012-01-01LAWRENCE W. MARGOLIS LAWRENCE W. MARGOLIS2013-04-30
0012011-01-01LAWRENCE W. MARGOLIS

Plan Statistics for SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0163
Total number of active participants reported on line 7a of the Form 55002017-01-0152
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0171
Number of participants with account balances2017-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0159
Total number of active participants reported on line 7a of the Form 55002016-01-0146
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0163
Number of participants with account balances2016-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0154
Total number of active participants reported on line 7a of the Form 55002015-01-0143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0159
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0155
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0154
Number of participants with account balances2014-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0155
Number of participants with account balances2013-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0137
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0158
Number of participants with account balances2012-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0156
Total number of active participants reported on line 7a of the Form 55002011-01-0133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0142
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,616,248
Expenses. Total of all expenses incurred2017-12-31$83,782
Benefits paid (including direct rollovers)2017-12-31$83,782
Total plan assets at end of year2017-12-31$6,648,834
Total plan assets at beginning of year2017-12-31$5,116,368
Value of fidelity bond covering the plan2017-12-31$450,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$326,865
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$35,304
Other income received2017-12-31$1,057,178
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,532,466
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,648,834
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,116,368
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$196,901
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$848,907
Expenses. Total of all expenses incurred2016-12-31$159,021
Benefits paid (including direct rollovers)2016-12-31$158,996
Total plan assets at end of year2016-12-31$5,116,368
Total plan assets at beginning of year2016-12-31$4,426,482
Value of fidelity bond covering the plan2016-12-31$450,000
Total contributions received or receivable from participants2016-12-31$278,923
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$393,000
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$689,886
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,116,368
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,426,482
Total contributions received or receivable from employer(s)2016-12-31$176,984
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
2015 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$344,466
Expenses. Total of all expenses incurred2015-12-31$256,300
Benefits paid (including direct rollovers)2015-12-31$256,300
Total plan assets at end of year2015-12-31$4,426,482
Total plan assets at beginning of year2015-12-31$4,338,316
Value of fidelity bond covering the plan2015-12-31$450,000
Total contributions received or receivable from participants2015-12-31$239,161
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$11,507
Other income received2015-12-31$-67,074
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$88,166
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,426,482
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,338,316
Total contributions received or receivable from employer(s)2015-12-31$160,872
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$805,004
Expenses. Total of all expenses incurred2014-12-31$489,840
Benefits paid (including direct rollovers)2014-12-31$489,840
Total plan assets at end of year2014-12-31$4,338,316
Total plan assets at beginning of year2014-12-31$4,023,152
Value of fidelity bond covering the plan2014-12-31$450,000
Total contributions received or receivable from participants2014-12-31$239,493
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$186,527
Other income received2014-12-31$252,414
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$315,164
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,338,316
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,023,152
Total contributions received or receivable from employer(s)2014-12-31$126,570
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$976,528
Expenses. Total of all expenses incurred2013-12-31$366,875
Benefits paid (including direct rollovers)2013-12-31$366,874
Total plan assets at end of year2013-12-31$4,023,152
Total plan assets at beginning of year2013-12-31$3,413,499
Value of fidelity bond covering the plan2013-12-31$450,000
Total contributions received or receivable from participants2013-12-31$216,219
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$131,179
Other income received2013-12-31$629,130
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$609,653
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,023,152
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,413,499
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1
2012 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$699,475
Expenses. Total of all expenses incurred2012-12-31$20,143
Benefits paid (including direct rollovers)2012-12-31$20,143
Total plan assets at end of year2012-12-31$3,413,499
Total plan assets at beginning of year2012-12-31$2,734,167
Value of fidelity bond covering the plan2012-12-31$450,000
Total contributions received or receivable from participants2012-12-31$199,663
Other income received2012-12-31$326,928
Net income (gross income less expenses)2012-12-31$679,332
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,413,499
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,734,167
Total contributions received or receivable from employer(s)2012-12-31$172,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$550,604
Expenses. Total of all expenses incurred2011-12-31$2,326,464
Benefits paid (including direct rollovers)2011-12-31$2,326,464
Total plan assets at end of year2011-12-31$2,734,167
Total plan assets at beginning of year2011-12-31$4,510,027
Value of fidelity bond covering the plan2011-12-31$450,000
Total contributions received or receivable from participants2011-12-31$263,280
Contributions received from other sources (not participants or employers)2011-12-31$37,178
Other income received2011-12-31$73,678
Net income (gross income less expenses)2011-12-31$-1,775,860
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,734,167
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,510,027
Total contributions received or receivable from employer(s)2011-12-31$176,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

2017: SPM MARKETING & COMMUNICATIONS 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPM MARKETING & COMMUNICATIONS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPM MARKETING & COMMUNICATIONS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPM MARKETING & COMMUNICATIONS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPM MARKETING & COMMUNICATIONS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPM MARKETING & COMMUNICATIONS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPM MARKETING & COMMUNICATIONS 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 funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number664353
Policy instance 1
Insurance contract or identification number664353
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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