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FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 401k Plan overview

Plan NameFURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN
Plan identification number 001

FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FMG, INC. has sponsored the creation of one or more 401k plans.

Company Name:FMG, INC.
Employer identification number (EIN):751774792
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL SCULLY
0012016-01-01MIKE MOORE
0012015-01-01ROBERT BACIC
0012014-01-01MIKE MOORE
0012013-01-01MIKE MOORE
0012012-01-01ROBERT G. BACIC
0012011-01-01ROBERT BACIC
0012009-01-01ROBERT BACIC

Plan Statistics for FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN

401k plan membership statisitcs for FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN

Measure Date Value
2022: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01255
Total number of active participants reported on line 7a of the Form 55002022-01-01191
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01182
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01245
Number of participants with account balances2021-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01240
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01243
Number of participants with account balances2020-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-01196
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01238
Number of participants with account balances2019-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01247
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01237
Number of participants with account balances2018-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01242
Total number of active participants reported on line 7a of the Form 55002017-01-01199
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01240
Number of participants with account balances2017-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01236
Total number of active participants reported on line 7a of the Form 55002016-01-01188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01234
Number of participants with account balances2016-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01225
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01230
Total participants2015-01-01230
Number of participants with account balances2015-01-01224
2014: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01248
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01211
Number of participants with account balances2014-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01236
Total number of active participants reported on line 7a of the Form 55002013-01-01170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01238
Number of participants with account balances2013-01-01229
2012: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01222
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01232
Total number of active participants reported on line 7a of the Form 55002011-01-01166
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01246
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01232
Number of participants with account balances2009-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN

Measure Date Value
2022 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,135,242
Total of all expenses incurred2022-12-31$1,292,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,219,700
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,648,479
Value of total assets at end of year2022-12-31$15,836,013
Value of total assets at beginning of year2022-12-31$19,264,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,206
Total interest from all sources2022-12-31$22,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,370,651
Participant contributions at end of year2022-12-31$236,207
Participant contributions at beginning of year2022-12-31$167,949
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$72,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,428,148
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,836,013
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,264,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$49,794
Value of interest in pooled separate accounts at end of year2022-12-31$14,807,684
Value of interest in pooled separate accounts at beginning of year2022-12-31$17,996,580
Interest on participant loans2022-12-31$9,234
Interest earned on other investments2022-12-31$13,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$792,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,099,632
Net investment gain/loss from pooled separate accounts2022-12-31$-3,806,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$205,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,219,700
Contract administrator fees2022-12-31$23,274
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITLEY PENN LLP
Accountancy firm EIN2022-12-31752393478
2021 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,968,941
Total of all expenses incurred2021-12-31$1,031,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$955,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,642,203
Value of total assets at end of year2021-12-31$19,264,161
Value of total assets at beginning of year2021-12-31$16,326,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,865
Total interest from all sources2021-12-31$25,689
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$500,000
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$1,294,987
Participant contributions at end of year2021-12-31$167,949
Participant contributions at beginning of year2021-12-31$171,400
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$152,986
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$2,937,654
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,264,161
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,326,507
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$53,228
Value of interest in pooled separate accounts at end of year2021-12-31$17,996,580
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,775,133
Interest on participant loans2021-12-31$8,770
Interest earned on other investments2021-12-31$16,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,099,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,379,974
Net investment gain/loss from pooled separate accounts2021-12-31$2,301,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$194,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$955,422
Contract administrator fees2021-12-31$22,637
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHTLEY PENN LLP
Accountancy firm EIN2021-12-31752393478
2020 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,586,230
Total of all expenses incurred2020-12-31$2,121,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,060,871
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,565,873
Value of total assets at end of year2020-12-31$16,326,507
Value of total assets at beginning of year2020-12-31$13,861,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,535
Total interest from all sources2020-12-31$29,673
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,179,530
Participant contributions at end of year2020-12-31$171,400
Participant contributions at beginning of year2020-12-31$216,761
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$210,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$18,713
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$2,464,824
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,326,507
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,861,683
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$41,822
Value of interest in pooled separate accounts at end of year2020-12-31$14,775,133
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,698,921
Interest on participant loans2020-12-31$10,489
Interest earned on other investments2020-12-31$19,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,379,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$946,001
Net investment gain/loss from pooled separate accounts2020-12-31$2,990,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$176,119
Employer contributions (assets) at end of year2020-12-31$0
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$2,060,871
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WHITLEY PENN LLP
Accountancy firm EIN2020-12-31752393478
2019 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,934,255
Total of all expenses incurred2019-12-31$1,283,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,245,039
Value of total corrective distributions2019-12-31$20,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,434,178
Value of total assets at end of year2019-12-31$13,861,683
Value of total assets at beginning of year2019-12-31$11,211,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,559
Total interest from all sources2019-12-31$25,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,168,995
Participant contributions at end of year2019-12-31$216,761
Participant contributions at beginning of year2019-12-31$196,903
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$90,860
Value of other receiveables (less allowance for doubtful accounts) at end 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$18,559
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$2,650,314
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,861,683
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,211,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,698,921
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,975,476
Interest on participant loans2019-12-31$11,136
Interest earned on other investments2019-12-31$14,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$946,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,038,990
Net investment gain/loss from pooled separate accounts2019-12-31$2,474,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$174,323
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,245,039
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 hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITLEY PENN LLP
Accountancy firm EIN2019-12-31752393478
2018 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$619,208
Total of all expenses incurred2018-12-31$1,161,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,120,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,313,161
Value of total assets at end of year2018-12-31$11,211,369
Value of total assets at beginning of year2018-12-31$11,753,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,211
Total interest from all sources2018-12-31$24,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,084,089
Participant contributions at end of year2018-12-31$196,903
Participant contributions at beginning of year2018-12-31$161,546
Participant contributions at end of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$64,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-542,038
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,211,369
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,753,407
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$36,103
Value of interest in pooled separate accounts at end of year2018-12-31$9,975,476
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,506,452
Interest on participant loans2018-12-31$7,914
Interest earned on other investments2018-12-31$16,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,038,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,085,409
Net investment gain/loss from pooled separate accounts2018-12-31$-718,392
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$164,205
Employer contributions (assets) at end of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,120,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITLEY PENN LLP
Accountancy firm EIN2018-12-31752393478
2017 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,635,360
Total of all expenses incurred2017-12-31$518,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$502,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,037,748
Value of total assets at end of year2017-12-31$11,753,407
Value of total assets at beginning of year2017-12-31$9,636,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,628
Total interest from all sources2017-12-31$22,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$916,604
Participant contributions at end of year2017-12-31$161,546
Participant contributions at beginning of year2017-12-31$280,942
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,835
Administrative expenses (other) incurred2017-12-31$4,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,117,356
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,753,407
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,636,051
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$10,968
Value of interest in pooled separate accounts at end of year2017-12-31$10,506,452
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,127,949
Interest on participant loans2017-12-31$7,831
Interest earned on other investments2017-12-31$14,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,085,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,227,160
Net investment gain/loss from pooled separate accounts2017-12-31$1,574,894
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$92,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$502,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITLEY PENN LLP
Accountancy firm EIN2017-12-31752393478
2016 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,344,112
Total of all expenses incurred2016-12-31$639,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$620,234
Expenses. Certain deemed distributions of participant loans2016-12-31$158
Value of total corrective distributions2016-12-31$1,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$789,530
Value of total assets at end of year2016-12-31$9,636,051
Value of total assets at beginning of year2016-12-31$8,931,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,584
Total interest from all sources2016-12-31$10,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$789,530
Participant contributions at end of year2016-12-31$280,942
Participant contributions at beginning of year2016-12-31$163,713
Other income not declared elsewhere2016-12-31$16,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$704,390
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,636,051
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,931,661
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
Value of interest in pooled separate accounts at end of year2016-12-31$8,127,949
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,678,067
Interest on participant loans2016-12-31$10,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,227,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,089,881
Net investment gain/loss from pooled separate accounts2016-12-31$527,549
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$620,234
Contract administrator fees2016-12-31$17,584
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITLEY PENN LLP
Accountancy firm EIN2016-12-31752393478
2015 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$926,775
Total of all expenses incurred2015-12-31$539,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$481,126
Expenses. Certain deemed distributions of participant loans2015-12-31$5,002
Value of total corrective distributions2015-12-31$9,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$998,739
Value of total assets at end of year2015-12-31$8,931,661
Value of total assets at beginning of year2015-12-31$8,544,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,416
Total interest from all sources2015-12-31$7,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$21,664
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$776,913
Participant contributions at end of year2015-12-31$163,713
Participant contributions at beginning of year2015-12-31$217,529
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$221,826
Other income not declared elsewhere2015-12-31$-1,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$387,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,931,661
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,544,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$7,678,067
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,020,697
Interest on participant loans2015-12-31$7,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,089,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,305,835
Net investment gain/loss from pooled separate accounts2015-12-31$-78,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$481,126
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITLEY PENN LLP
Accountancy firm EIN2015-12-31752393478
2014 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,048,493
Total of all expenses incurred2014-12-31$610,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$554,013
Expenses. Certain deemed distributions of participant loans2014-12-31$10,158
Value of total corrective distributions2014-12-31$22,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$699,698
Value of total assets at end of year2014-12-31$8,544,061
Value of total assets at beginning of year2014-12-31$8,105,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,087
Total interest from all sources2014-12-31$9,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$683,658
Participant contributions at end of year2014-12-31$217,529
Participant contributions at beginning of year2014-12-31$247,790
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,040
Other income not declared elsewhere2014-12-31$19,292
Administrative expenses (other) incurred2014-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$438,306
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,544,061
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,105,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$213,604
Value of interest in pooled separate accounts at end of year2014-12-31$7,020,697
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,487,788
Interest on participant loans2014-12-31$9,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,305,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,156,573
Net investment gain/loss from pooled separate accounts2014-12-31$320,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$554,013
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITLEY PENN LLP
Accountancy firm EIN2014-12-31752393478
2013 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,936,829
Total of all expenses incurred2013-12-31$485,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$456,923
Expenses. Certain deemed distributions of participant loans2013-12-31$2,869
Value of total corrective distributions2013-12-31$2,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$724,685
Value of total assets at end of year2013-12-31$8,105,755
Value of total assets at beginning of year2013-12-31$6,654,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,218
Total interest from all sources2013-12-31$10,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$678,223
Participant contributions at end of year2013-12-31$247,790
Participant contributions at beginning of year2013-12-31$267,133
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,462
Other income not declared elsewhere2013-12-31$19,288
Administrative expenses (other) incurred2013-12-31$596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,451,632
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,105,755
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,654,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$22,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$213,604
Value of interest in pooled separate accounts at end of year2013-12-31$6,487,788
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,234,896
Interest on participant loans2013-12-31$10,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,156,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,152,094
Net investment gain/loss from pooled separate accounts2013-12-31$1,182,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$456,923
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITELY PENN LLP
Accountancy firm EIN2013-12-31752393478
2012 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,110,873
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$202,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$159,564
Value of total corrective distributions2012-12-31$18,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$525,135
Value of total assets at end of year2012-12-31$6,654,123
Value of total assets at beginning of year2012-12-31$5,745,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,710
Total interest from all sources2012-12-31$36,079
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,700
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$267,133
Participant contributions at beginning of year2012-12-31$286,736
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$908,175
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,654,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,745,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$21,510
Value of interest in pooled separate accounts at end of year2012-12-31$5,234,896
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,240,843
Interest on participant loans2012-12-31$11,594
Interest earned on other investments2012-12-31$24,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,152,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,218,369
Net investment gain/loss from pooled separate accounts2012-12-31$549,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$525,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$159,564
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITLEY PENN LLP
Accountancy firm EIN2012-12-31752393478
2011 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$332,878
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$315,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$239,436
Value of total corrective distributions2011-12-31$52,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$477,346
Value of total assets at end of year2011-12-31$5,745,948
Value of total assets at beginning of year2011-12-31$5,728,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,276
Total interest from all sources2011-12-31$42,340
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,850
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$477,346
Participant contributions at end of year2011-12-31$286,736
Participant contributions at beginning of year2011-12-31$187,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$17,425
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,745,948
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,728,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$19,426
Value of interest in pooled separate accounts at end of year2011-12-31$4,240,843
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,324,118
Interest on participant loans2011-12-31$10,202
Interest earned on other investments2011-12-31$32,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,218,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,216,883
Net investment gain/loss from pooled separate accounts2011-12-31$-186,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$239,436
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITLEY PENN LLP
Accountancy firm EIN2011-12-31752393478
2010 : FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$991,361
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$301,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$218,887
Expenses. Certain deemed distributions of participant loans2010-12-31$3,135
Value of total corrective distributions2010-12-31$58,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$455,019
Value of total assets at end of year2010-12-31$5,728,523
Value of total assets at beginning of year2010-12-31$5,038,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,467
Total interest from all sources2010-12-31$47,422
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,900
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$455,019
Participant contributions at end of year2010-12-31$187,522
Participant contributions at beginning of year2010-12-31$219,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$689,613
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,728,523
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,038,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,567
Value of interest in pooled separate accounts at end of year2010-12-31$4,324,118
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,590,992
Interest on participant loans2010-12-31$10,789
Interest earned on other investments2010-12-31$36,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,216,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,228,251
Net investment gain/loss from pooled separate accounts2010-12-31$488,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$218,887
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WHITLEY PENN LLP
Accountancy firm EIN2010-12-31752393478
2009 : FURNITURE MARKETING GROUP, INC. 401K/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 FURNITURE MARKETING GROUP, INC. 401K/PROFIT SHARING PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600603
Policy instance 1
Insurance contract or identification number600603
Number of Individuals Covered242
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number600603
Policy instance 1
Insurance contract or identification number600603
Number of Individuals Covered240
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 number600603
Policy instance 1
Insurance contract or identification number600603
Number of Individuals Covered235
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number600603
Policy instance 1
Insurance contract or identification number600603
Number of Individuals Covered188
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number600603
Policy instance 1
Insurance contract or identification number600603
Number of Individuals Covered228
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number600603
Policy instance 1
Insurance contract or identification number600603
Number of Individuals Covered223
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,702
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 $13,125
Insurance broker organization code?3
Insurance broker nameWORTH FINANCIAL GROUP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600603-000
Policy instance 1
Insurance contract or identification number600603-000
Number of Individuals Covered224
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26,738
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 $26,738
Insurance broker organization code?3
Insurance broker nameWORTH FINANCIAL GROUP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600603-000
Policy instance 1
Insurance contract or identification number600603-000
Number of Individuals Covered206
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,686
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 $23,686
Insurance broker organization code?3
Insurance broker nameWORTH FINANCIAL GROUP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600603-000
Policy instance 1
Insurance contract or identification number600603-000
Number of Individuals Covered229
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,390
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 $21,390
Insurance broker organization code?3
Insurance broker nameWORTH FINANCIAL GROUP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600603-000
Policy instance 1
Insurance contract or identification number600603-000
Number of Individuals Covered172
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,565
Insurance broker organization code?3
Insurance broker nameWORTH FINANCIAL GROUP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600603-000
Policy instance 1
Insurance contract or identification number600603-000
Number of Individuals Covered168
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,290
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600603-000
Policy instance 1
Insurance contract or identification number600603-000
Number of Individuals Covered171
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,541
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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