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ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN
Plan identification number 001

ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ANTHOLOGY MARKETING GROUP, INC.
Employer identification number (EIN):680650440
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 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
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VICTORIA DANIEL
0012016-01-01VICTORIA DANIEL
0012016-01-01
0012015-01-01VICTORIA DANIEL2016-08-22
0012014-01-01VICTORIA DANIEL2015-10-13
0012013-01-01CLANCY LYMAN2014-10-08
0012012-01-01CLANCY LYMAN2013-07-17
0012011-01-01CLANCY LYMAN2012-10-06
0012010-01-01CLANCY LYMAN2011-10-12
0012009-01-01CLANCY LYMAN
0012009-01-01CLANCY LYMAN

Plan Statistics for ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01113
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01147
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01113
Number of participants with account balances2021-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01101
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01147
Number of participants with account balances2020-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01149
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01149
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01151
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01163
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01141
Number of participants with account balances2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01148
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2009: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01109
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0166
Number of participants with account balances2009-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0134

Financial Data on ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfer of assets from this plan2022-03-07$6,833,712
Total income from all sources (including contributions)2022-03-07$-641,823
Total of all expenses incurred2022-03-07$18,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-07$6,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-07$59
Value of total assets at end of year2022-03-07$0
Value of total assets at beginning of year2022-03-07$7,493,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-07$11,999
Total interest from all sources2022-03-07$2,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-03-07$0
Was this plan covered by a fidelity bond2022-03-07Yes
Value of fidelity bond cover2022-03-07$600,000
If this is an individual account plan, was there a blackout period2022-03-07Yes
Were there any nonexempt tranactions with any party-in-interest2022-03-07No
Contributions received from participants2022-03-07$59
Participant contributions at end of year2022-03-07$0
Participant contributions at beginning of year2022-03-07$107,124
Administrative expenses (other) incurred2022-03-07$7,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-07No
Value of net income/loss2022-03-07$-659,843
Value of net assets at end of year (total assets less liabilities)2022-03-07$0
Value of net assets at beginning of year (total assets less liabilities)2022-03-07$7,493,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-07No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-07No
Were any leases to which the plan was party in default or uncollectible2022-03-07No
Investment advisory and management fees2022-03-07$4,461
Value of interest in pooled separate accounts at end of year2022-03-07$0
Value of interest in pooled separate accounts at beginning of year2022-03-07$6,796,490
Interest on participant loans2022-03-07$963
Interest earned on other investments2022-03-07$1,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-07$589,941
Net investment gain/loss from pooled separate accounts2022-03-07$-644,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-07No
Was there a failure to transmit to the plan any participant contributions2022-03-07No
Has the plan failed to provide any benefit when due under the plan2022-03-07No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-07$6,021
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-07Yes
Did the plan have assets held for investment2022-03-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-07Yes
Opinion of an independent qualified public accountant for this plan2022-03-07Unqualified
Accountancy firm name2022-03-07VERITY CPAS
Accountancy firm EIN2022-03-07454462880
2021 : ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,439,448
Total of all expenses incurred2021-12-31$450,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$386,379
Value of total corrective distributions2021-12-31$12,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$540,537
Value of total assets at end of year2021-12-31$7,493,555
Value of total assets at beginning of year2021-12-31$6,504,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,253
Total interest from all sources2021-12-31$11,609
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$600,000
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$493,662
Participant contributions at end of year2021-12-31$107,124
Participant contributions at beginning of year2021-12-31$35,148
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$17,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$416
Administrative expenses (other) incurred2021-12-31$35,123
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$988,652
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,493,555
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,504,903
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$17,130
Value of interest in pooled separate accounts at end of year2021-12-31$6,796,490
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,565,899
Interest on participant loans2021-12-31$3,104
Interest earned on other investments2021-12-31$8,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$589,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$836,003
Net investment gain/loss from pooled separate accounts2021-12-31$887,302
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$46,875
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$50,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$386,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31VERITY CPAS
Accountancy firm EIN2021-12-31454462880
2020 : ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,271,175
Total of all expenses incurred2020-12-31$447,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$402,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$554,410
Value of total assets at end of year2020-12-31$6,504,903
Value of total assets at beginning of year2020-12-31$5,681,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,899
Total interest from all sources2020-12-31$12,042
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$600,000
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$504,240
Participant contributions at end of year2020-12-31$35,148
Participant contributions at beginning of year2020-12-31$50,726
Participant contributions at end of year2020-12-31$17,267
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$32
Administrative expenses (other) incurred2020-12-31$33,283
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$823,576
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,504,903
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,681,327
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$11,616
Value of interest in pooled separate accounts at end of year2020-12-31$5,565,899
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,134,187
Interest on participant loans2020-12-31$2,422
Interest earned on other investments2020-12-31$9,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$836,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$496,382
Net investment gain/loss from pooled separate accounts2020-12-31$704,723
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$50,170
Employer contributions (assets) at end of year2020-12-31$50,170
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$402,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31VERITY CPAS
Accountancy firm EIN2020-12-31454462880
2019 : ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,396,958
Total income from all sources (including contributions)2019-12-31$1,396,958
Total of all expenses incurred2019-12-31$279,322
Total of all expenses incurred2019-12-31$279,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$265,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$265,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$506,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$506,341
Value of total assets at end of year2019-12-31$5,681,327
Value of total assets at end of year2019-12-31$5,681,327
Value of total assets at beginning of year2019-12-31$4,563,691
Value of total assets at beginning of year2019-12-31$4,563,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,691
Total interest from all sources2019-12-31$10,916
Total interest from all sources2019-12-31$10,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$600,000
Value of fidelity bond cover2019-12-31$600,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$503,932
Contributions received from participants2019-12-31$503,932
Participant contributions at end of year2019-12-31$50,726
Participant contributions at end of year2019-12-31$50,726
Participant contributions at beginning of year2019-12-31$63,009
Participant contributions at beginning of year2019-12-31$63,009
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,409
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$13,691
Administrative expenses (other) incurred2019-12-31$13,691
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
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$1,117,636
Value of net income/loss2019-12-31$1,117,636
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,681,327
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,681,327
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,563,691
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,563,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Value of interest in pooled separate accounts at end of year2019-12-31$5,134,187
Value of interest in pooled separate accounts at end of year2019-12-31$5,134,187
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,056,219
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,056,219
Interest on participant loans2019-12-31$3,464
Interest on participant loans2019-12-31$3,464
Interest earned on other investments2019-12-31$7,452
Interest earned on other investments2019-12-31$7,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$496,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$496,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$444,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$444,463
Net investment gain/loss from pooled separate accounts2019-12-31$879,701
Net investment gain/loss from pooled separate accounts2019-12-31$879,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$265,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$265,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VERITY CPAS
Accountancy firm name2019-12-31VERITY CPAS
Accountancy firm EIN2019-12-31454462880
2018 : ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$250,766
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$198,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$183,240
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$470,236
Value of total assets at end of year2018-12-31$4,563,691
Value of total assets at beginning of year2018-12-31$4,511,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,262
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$1,542
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
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$12,988
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
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$468,442
Participant contributions at end of year2018-12-31$63,009
Participant contributions at beginning of year2018-12-31$36,944
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,794
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$751
Administrative expenses (other) incurred2018-12-31$1,274
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$52,514
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,563,691
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,511,177
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$4,056,219
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,047,776
Interest on participant loans2018-12-31$1,542
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$444,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$426,457
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$5,737
Net investment gain/loss from pooled separate accounts2018-12-31$-227,500
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$183,240
Contract administrator fees2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
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 name2018-12-31VERITY CPAS
Accountancy firm EIN2018-12-31454462880
2017 : ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$989,590
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$957,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$940,255
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$460,605
Value of total assets at end of year2017-12-31$4,511,177
Value of total assets at beginning of year2017-12-31$4,479,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,324
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$1,645
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
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
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$460,316
Participant contributions at end of year2017-12-31$36,944
Participant contributions at beginning of year2017-12-31$43,740
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$289
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$4,100
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$32,011
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,511,177
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,479,166
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$0
Value of interest in pooled separate accounts at end of year2017-12-31$4,047,776
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,843,256
Interest on participant loans2017-12-31$1,645
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$426,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$592,170
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,857
Net investment gain/loss from pooled separate accounts2017-12-31$520,483
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$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$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$940,255
Contract administrator fees2017-12-31$13,224
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
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 name2017-12-31VERITY CPAS
Accountancy firm EIN2017-12-31454462880
2016 : ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,725,189
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$737,969
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$597,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$584,644
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$424,981
Value of total assets at end of year2016-12-31$4,479,166
Value of total assets at beginning of year2016-12-31$2,613,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,716
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$312,988
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
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$408,106
Participant contributions at end of year2016-12-31$43,740
Participant contributions at beginning of year2016-12-31$51,560
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,875
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,253
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$140,609
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,479,166
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,613,368
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,843,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,231,125
Interest on participant loans2016-12-31$2,061
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$310,927
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
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$592,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$330,683
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$584,644
Contract administrator fees2016-12-31$11,463
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
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 name2016-12-31VERITY CPAS
Accountancy firm EIN2016-12-31454462880
2009 : ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 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 ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN

2022: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 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: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 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: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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
2009: ANTHOLOGY MARKETING GROUP, INC. PAUAHI I 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600526
Policy instance 1
Insurance contract or identification number600526
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-03-07
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600526
Policy instance 1
Insurance contract or identification number600526
Number of Individuals Covered105
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600526
Policy instance 1
Insurance contract or identification number600526
Number of Individuals Covered126
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,410
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,410
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600526
Policy instance 1
Insurance contract or identification number600526
Number of Individuals Covered126
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,316
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,081
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600526-000
Policy instance 1
Insurance contract or identification number600526-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,797
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
Commission paid to Insurance BrokerUSD $8,692
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600526-000
Policy instance 1
Insurance contract or identification number600526-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,071
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
Commission paid to Insurance BrokerUSD $8,865
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC

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