401k Plan data: MARKET ENGINUITY, INC. 401(K) PLAN plan

MARKET ENGINUITY, INC. 401(K) PLAN 401k Plan overview

Plan Name	MARKET ENGINUITY, INC. 401(K) PLAN
Plan identification number	001

MARKET ENGINUITY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: MARKET ENGINUITY, INC.

Employer identification number (EIN): 861028149

NAIC Classification: 541800

Additional information about MARKET ENGINUITY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2003-05-23

Company Identification Number: 0800207966

Legal Registered Office Address: 3131 E CLARENDON AVE STE 105

PHOENIX
United States of America (USA)
85016

More information about MARKET ENGINUITY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKET ENGINUITY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 RICK GUTIERREZ
001 2016-01-01 BRYAN NEFF 2017-06-20
001 2015-01-01 CARLA SCHROEDER 2016-07-05
001 2014-01-01 CARLA SCHROEDER 2015-07-28
001 2013-01-01 GINA MUMMA 2014-06-25

Plan Statistics for MARKET ENGINUITY, INC. 401(K) PLAN

401k plan membership statisitcs for MARKET ENGINUITY, INC. 401(K) PLAN

Measure Date Value
2023: MARKET ENGINUITY, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 137
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 34
Total of all active and inactive participants 2023-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 171
Number of participants with account balances 2023-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MARKET ENGINUITY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 139
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 177
Number of participants with account balances 2022-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MARKET ENGINUITY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 135
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 170
Number of participants with account balances 2021-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARKET ENGINUITY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 137
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 170
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MARKET ENGINUITY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 156
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 178
Number of participants with account balances 2019-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARKET ENGINUITY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 152
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARKET ENGINUITY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 136
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 153
Number of participants with account balances 2017-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: MARKET ENGINUITY, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	137
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	34
Total of all active and inactive participants	2023-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	171
Number of participants with account balances	2023-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MARKET ENGINUITY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	139
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	177
Number of participants with account balances	2022-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MARKET ENGINUITY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	135
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	170
Number of participants with account balances	2021-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARKET ENGINUITY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	137
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	170
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MARKET ENGINUITY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	156
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	178
Number of participants with account balances	2019-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARKET ENGINUITY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	152
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARKET ENGINUITY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	136
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	153
Number of participants with account balances	2017-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on MARKET ENGINUITY, INC. 401(K) PLAN

Measure	Date	Value
2023 : MARKET ENGINUITY, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,637,539
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,551,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,426,712
Expenses. Certain deemed distributions of participant loans	2023-12-31	$49,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,807,316
Value of total assets at end of year	2023-12-31	$8,731,481
Value of total assets at beginning of year	2023-12-31	$7,645,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$75,912
Total interest from all sources	2023-12-31	$20,305
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$59,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$59,553
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,773,648
Participant contributions at end of year	2023-12-31	$108,917
Participant contributions at beginning of year	2023-12-31	$145,621
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$33,668
Other income not declared elsewhere	2023-12-31	$28,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,085,711
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,731,481
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,645,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$6,006,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,500,149
Value of interest in pooled separate accounts at end of year	2023-12-31	$627,569
Interest on participant loans	2023-12-31	$7,178
Interest earned on other investments	2023-12-31	$13,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,988,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$656,251
Net investment gain/loss from pooled separate accounts	2023-12-31	$65,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,426,712
Contract administrator fees	2023-12-31	$75,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MANSBERGER, PATTERSON, AND MCMULLIN
Accountancy firm EIN	2023-12-31	860751928
2022 : MARKET ENGINUITY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-397,239
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$550,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$510,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,160,875
Value of total assets at end of year	2022-12-31	$7,645,770
Value of total assets at beginning of year	2022-12-31	$8,593,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$40,122
Total interest from all sources	2022-12-31	$3,647
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$252,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$252,608
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$962,795
Participant contributions at end of year	2022-12-31	$145,621
Participant contributions at beginning of year	2022-12-31	$36,891
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$198,080
Administrative expenses (other) incurred	2022-12-31	$40,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-947,439
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,645,770
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,593,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,500,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,556,318
Interest on participant loans	2022-12-31	$3,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,814,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$510,078
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MANSPERGER PATTERSON & MCMULLIN
Accountancy firm EIN	2022-12-31	860751928
2021 : MARKET ENGINUITY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,200,695
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,271,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,232,040
Expenses. Certain deemed distributions of participant loans	2021-12-31	$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,139,654
Value of total assets at end of year	2021-12-31	$8,593,209
Value of total assets at beginning of year	2021-12-31	$7,664,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$39,566
Total interest from all sources	2021-12-31	$1,411
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$808,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$808,529
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$941,312
Participant contributions at end of year	2021-12-31	$36,891
Participant contributions at beginning of year	2021-12-31	$30,235
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$188,567
Administrative expenses (other) incurred	2021-12-31	$39,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$928,951
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,593,209
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,664,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,556,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,634,023
Interest on participant loans	2021-12-31	$1,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$251,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$9,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,232,040
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MANSPERGER PATTERSON & MCMULLIN
Accountancy firm EIN	2021-12-31	860751928
2020 : MARKET ENGINUITY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,389,458
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$404,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$367,337
Expenses. Certain deemed distributions of participant loans	2020-12-31	$6,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,192,984
Value of total assets at end of year	2020-12-31	$7,664,258
Value of total assets at beginning of year	2020-12-31	$5,679,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$30,565
Total interest from all sources	2020-12-31	$3,089
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$248,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$248,576
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$850,319
Participant contributions at end of year	2020-12-31	$30,235
Participant contributions at beginning of year	2020-12-31	$62,490
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$342,665
Administrative expenses (other) incurred	2020-12-31	$30,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,984,910
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,664,258
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,679,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,634,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,616,858
Interest on participant loans	2020-12-31	$3,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$944,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$367,337
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MANSPERGER PATTERSON & MCMULLIN
Accountancy firm EIN	2020-12-31	860751928
2019 : MARKET ENGINUITY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,074,534
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$451,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$424,558
Value of total corrective distributions	2019-12-31	$70
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,069,206
Value of total assets at end of year	2019-12-31	$5,679,348
Value of total assets at beginning of year	2019-12-31	$4,056,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,964
Total interest from all sources	2019-12-31	$4,731
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$161,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$161,941
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$406,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$867,783
Participant contributions at end of year	2019-12-31	$62,490
Participant contributions at beginning of year	2019-12-31	$92,343
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$201,423
Administrative expenses (other) incurred	2019-12-31	$26,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,622,942
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,679,348
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,056,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,616,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,964,063
Interest on participant loans	2019-12-31	$4,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$838,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$424,558
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN	2019-12-31	860751928
2018 : MARKET ENGINUITY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$574,816
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$213,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$189,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$838,674
Value of total assets at end of year	2018-12-31	$4,056,406
Value of total assets at beginning of year	2018-12-31	$3,694,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,858
Total interest from all sources	2018-12-31	$5,255
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$183,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$183,081
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$370,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$790,851
Participant contributions at end of year	2018-12-31	$92,343
Participant contributions at beginning of year	2018-12-31	$90,805
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$15,323
Administrative expenses (other) incurred	2018-12-31	$23,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$361,546
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,056,406
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,694,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,964,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,604,055
Interest on participant loans	2018-12-31	$5,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-452,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$32,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$189,412
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MANSPERGER PATTERSON & MCMULLIN PLC
Accountancy firm EIN	2018-12-31	860751928
2017 : MARKET ENGINUITY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,491,243
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$259,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$239,547
Expenses. Certain deemed distributions of participant loans	2017-12-31	$280
Value of total corrective distributions	2017-12-31	$7,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,014,685
Value of total assets at end of year	2017-12-31	$3,694,860
Value of total assets at beginning of year	2017-12-31	$2,462,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,890
Total interest from all sources	2017-12-31	$2,255
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$122,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$122,566
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$247,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$640,992
Participant contributions at end of year	2017-12-31	$90,805
Participant contributions at beginning of year	2017-12-31	$3,869
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$348,693
Administrative expenses (other) incurred	2017-12-31	$11,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,232,201
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,694,860
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,462,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,604,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,123,172
Interest on participant loans	2017-12-31	$2,254
Value of interest in common/collective trusts at beginning of year	2017-12-31	$299,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$36,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$36,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$331,329
Net investment gain or loss from common/collective trusts	2017-12-31	$20,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$239,547
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EDWARDS LARGAY MIHAYLO & CO PLC
Accountancy firm EIN	2017-12-31	861009057

Form 5500 Responses for MARKET ENGINUITY, INC. 401(K) PLAN

2023: MARKET ENGINUITY, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MARKET ENGINUITY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MARKET ENGINUITY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARKET ENGINUITY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARKET ENGINUITY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARKET ENGINUITY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARKET ENGINUITY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	171
Insurance policy start date	2023-11-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

729553

Policy instance

Insurance contract or identification number	729553
Number of Individuals Covered	171
Insurance policy start date	2023-11-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MARKET ENGINUITY, INC.
Employer identification number (EIN):	861028149
NAIC Classification:	541800

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2003-05-23
Company Identification Number:	0800207966
Legal Registered Office Address:	3131 E CLARENDON AVE STE 105 PHOENIX United States of America (USA) 85016