401k Plan data: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST plan

SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SULLIVAN & COMPANY MARKETING COLLATERAL LLC has sponsored the creation of one or more 401k plans.

Company Name: SULLIVAN & COMPANY MARKETING COLLATERAL LLC

Employer identification number (EIN): 522127289

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 BARBARA SULLIVAN 2023-10-09
001 2021-01-01
001 2020-01-01
001 2019-01-01 BARBARA SULLIVAN 2020-10-14 BARBARA SULLIVAN 2020-10-14
001 2018-01-01 BARBARA SULLIVAN 2019-10-14 BARBARA SULLIVAN 2019-10-14
001 2017-01-01 BARBARA SULLIVAN 2018-10-15 BARBARA SULLIVAN 2018-10-15
001 2016-01-01 BARBARA SULLIVAN 2017-10-16 BARBARA SULLIVAN 2017-10-16
001 2016-01-01 BARBARA SULLIVAN 2017-10-16 BARBARA SULLIVAN 2017-10-16
001 2015-01-01 BARBARA SULLIVAN 2016-10-17 BARBARA SULLIVAN 2016-10-17
001 2014-01-01 BARBARA SULLIVAN 2015-10-15 BARBARA SULLIVAN 2015-10-15
001 2013-01-01 VALENTINE MCGOVERN
001 2012-01-01 BARBARA SULLIVAN BARBARA SULLIVAN 2015-08-17
001 2011-01-01 BARBARA SULLIVAN
001 2010-01-01 BARBARA SULLIVAN
001 2009-01-01 BARBARA SULLIVAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	BARBARA SULLIVAN	2023-10-09
001	2021-01-01
001	2020-01-01
001	2019-01-01	BARBARA SULLIVAN	2020-10-14	BARBARA SULLIVAN	2020-10-14
001	2018-01-01	BARBARA SULLIVAN	2019-10-14	BARBARA SULLIVAN	2019-10-14
001	2017-01-01	BARBARA SULLIVAN	2018-10-15	BARBARA SULLIVAN	2018-10-15
001	2016-01-01	BARBARA SULLIVAN	2017-10-16	BARBARA SULLIVAN	2017-10-16
001	2016-01-01	BARBARA SULLIVAN	2017-10-16	BARBARA SULLIVAN	2017-10-16
001	2015-01-01	BARBARA SULLIVAN	2016-10-17	BARBARA SULLIVAN	2016-10-17
001	2014-01-01	BARBARA SULLIVAN	2015-10-15	BARBARA SULLIVAN	2015-10-15
001	2013-01-01	VALENTINE MCGOVERN
001	2012-01-01	BARBARA SULLIVAN		BARBARA SULLIVAN	2015-08-17
001	2011-01-01	BARBARA SULLIVAN
001	2010-01-01	BARBARA SULLIVAN
001	2009-01-01	BARBARA SULLIVAN

Plan Statistics for SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 67
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 64
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 84
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 55
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 78
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 46
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 15
Total of all active and inactive participants 2010-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 61
Number of participants with account balances 2010-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2013: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	67
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	64
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	84
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	55
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	78
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	46
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	15
Total of all active and inactive participants	2010-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	61
Number of participants with account balances	2010-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$770,104
Expenses. Total of all expenses incurred	2013-12-31	$184,011
Benefits paid (including direct rollovers)	2013-12-31	$181,506
Total plan assets at end of year	2013-12-31	$2,517,230
Total plan assets at beginning of year	2013-12-31	$1,931,137
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$283,040
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$2,441
Other income received	2013-12-31	$484,623
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$586,093
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,517,230
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,931,137
Assets. Value of participant loans	2013-12-31	$15,832
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,505
2012 : SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$502,821
Expenses. Total of all expenses incurred	2012-12-31	$39,057
Benefits paid (including direct rollovers)	2012-12-31	$34,503
Total plan assets at end of year	2012-12-31	$1,931,137
Total plan assets at beginning of year	2012-12-31	$1,467,373
Value of fidelity bond covering the plan	2012-12-31	$140,000
Total contributions received or receivable from participants	2012-12-31	$285,967
Other income received	2012-12-31	$216,854
Net income (gross income less expenses)	2012-12-31	$463,764
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,931,137
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,467,373
Assets. Value of participant loans	2012-12-31	$19,691
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$210,657
Expenses. Total of all expenses incurred	2011-12-31	$28,929
Benefits paid (including direct rollovers)	2011-12-31	$24,656
Total plan assets at end of year	2011-12-31	$1,467,373
Total plan assets at beginning of year	2011-12-31	$1,285,645
Value of fidelity bond covering the plan	2011-12-31	$140,000
Total contributions received or receivable from participants	2011-12-31	$227,003
Contributions received from other sources (not participants or employers)	2011-12-31	$11,157
Other income received	2011-12-31	$-27,503
Net income (gross income less expenses)	2011-12-31	$181,728
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,467,373
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,285,645
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,273
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$366,601
Expenses. Total of all expenses incurred	2010-12-31	$214,491
Benefits paid (including direct rollovers)	2010-12-31	$199,307
Total plan assets at end of year	2010-12-31	$1,285,645
Total plan assets at beginning of year	2010-12-31	$1,133,535
Value of fidelity bond covering the plan	2010-12-31	$140,000
Total contributions received or receivable from participants	2010-12-31	$161,479
Contributions received from other sources (not participants or employers)	2010-12-31	$53,500
Other income received	2010-12-31	$151,622
Net income (gross income less expenses)	2010-12-31	$152,110
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,285,645
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,133,535
Value of corrective distributions	2010-12-31	$10,201
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,983
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST

2013: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SULLIVAN & COMPANY MARKETING 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SULLIVAN & COMPANY MARKETING COLLATERAL LLC
Employer identification number (EIN):	522127289
NAIC Classification:	541800