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ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number 001

ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

ASPEN MARKETING, LLC has sponsored the creation of one or more 401k plans.

Company Name:ASPEN MARKETING, LLC
Employer identification number (EIN):900162552
NAIC Classification:424100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01MICHAEL A MERRIMAC2022-06-29 MICHAEL A MERRIMAC2022-06-29
0012020-01-01MICHAEL A MERRIMAC2021-09-22 MICHAEL A MERRIMAC2021-09-22
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL MERRIMAC MICHAEL MERRIMAC2018-10-01
0012016-01-01MICHAEL MERRIMAC MICHAEL MERRIMAC2017-10-10
0012015-01-01MICHAEL MERRIMAC MICHAEL MERRIMAC2016-09-15
0012014-01-01MICHAEL MERRIMAC MICHAEL MERRIMAC2015-10-13
0012013-01-01MICHAEL MERRIMAC MICHAEL MERRIMAC2014-10-10
0012012-01-01MICHAEL MERRIMAC MICHAEL MERRIMAC2013-10-10
0012011-01-01MICHAEL MERRIMAC MICHAEL MERRIMAC2012-10-11
0012009-01-01MICHAEL MERRIMAC MICHAEL MERRIMAC2010-10-12

Plan Statistics for ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,899,551
Acturial value of plan assets2020-12-312,899,551
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-317
Fundng target for terminated vested participants2020-12-312,383,768
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-317
Total funding target for all participants2020-12-312,383,768
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31551,270
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3133,765
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31517,505
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31527,855
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,899,551
Acturial value of plan assets2019-12-312,899,551
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3138,786
Active participant vested funding target2019-12-312,332,430
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-312,332,430
Total participant count2019-12-316
Total funding target for all participants2019-12-312,371,216
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31393,485
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31393,485
Present value of excess contributions2019-12-31181,788
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31181,788
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31181,788
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31551,270
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,353
Net shortfall amortization installment of oustanding balance2019-12-3152,152
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3135,551
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3135,551
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,213,022
Acturial value of plan assets2018-12-312,213,022
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-3121,996
Active participant vested funding target2018-12-312,226,455
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-312,226,455
Total participant count2018-12-316
Total funding target for all participants2018-12-312,248,451
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31255,159
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31255,159
Present value of excess contributions2018-12-31137,865
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31137,865
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31137,865
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3131,995
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31393,485
Total employer contributions2018-12-31300,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31285,156
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3117,326
Net shortfall amortization installment of oustanding balance2018-12-31449,690
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31103,368
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31103,368
Contributions allocatedtoward minimum required contributions for current year2018-12-31285,156
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,954,682
Acturial value of plan assets2017-12-311,954,682
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-3120,455
Active participant vested funding target2017-12-311,904,152
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-311,904,152
Total participant count2017-12-315
Total funding target for all participants2017-12-311,924,607
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31318,014
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3150,636
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31267,378
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31255,159
Total employer contributions2017-12-31400,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31376,675
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31188,711
Net shortfall amortization installment of oustanding balance2017-12-31269,205
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31238,810
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31238,810
Contributions allocatedtoward minimum required contributions for current year2017-12-31376,675
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,550,282
Acturial value of plan assets2016-12-311,550,282
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-3118,970
Active participant vested funding target2016-12-311,497,723
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-311,497,723
Total participant count2016-12-315
Total funding target for all participants2016-12-311,516,693
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31355,152
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31355,152
Present value of excess contributions2016-12-3156,745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3156,745
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3156,745
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-3143,700
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31318,014
Total employer contributions2016-12-31200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31187,134
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31190,655
Net shortfall amortization installment of oustanding balance2016-12-31303,220
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31240,754
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3153,620
Additional cash requirement2016-12-31187,134
Contributions allocatedtoward minimum required contributions for current year2016-12-31187,134
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$405,840
Expenses. Total of all expenses incurred2019-12-31$19,311
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$2,899,551
Total plan assets at beginning of year2019-12-31$2,513,022
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$405,840
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$386,529
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,899,551
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,513,022
Assets. Value of assets in partnership/joint-venture interests2019-12-31$120,000
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$19,311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$173,691
Expenses. Total of all expenses incurred2018-12-31$15,351
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,513,022
Total plan assets at beginning of year2018-12-31$2,354,682
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-126,309
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$158,340
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,513,022
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,354,682
Assets. Value of assets in partnership/joint-venture interests2018-12-31$120,000
Total contributions received or receivable from employer(s)2018-12-31$300,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,351
2017 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$613,616
Expenses. Total of all expenses incurred2017-12-31$9,216
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,354,682
Total plan assets at beginning of year2017-12-31$1,750,282
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$213,616
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$604,400
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,354,682
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,750,282
Assets. Value of assets in partnership/joint-venture interests2017-12-31$133,500
Total contributions received or receivable from employer(s)2017-12-31$400,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,216
2016 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$133,027
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,750,282
Total plan assets at beginning of year2016-12-31$1,617,255
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-66,973
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$133,027
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,750,282
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,617,255
Assets. Value of assets in partnership/joint-venture interests2016-12-31$229,916
Total contributions received or receivable from employer(s)2016-12-31$200,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$34,283
Expenses. Total of all expenses incurred2015-12-31$640
Benefits paid (including direct rollovers)2015-12-31$640
Total plan assets at end of year2015-12-31$1,617,255
Total plan assets at beginning of year2015-12-31$1,583,612
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-215,717
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$33,643
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,617,255
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,583,612
Assets. Value of assets in partnership/joint-venture interests2015-12-31$233,503
Total contributions received or receivable from employer(s)2015-12-31$250,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$258,862
Expenses. Total of all expenses incurred2014-12-31$25
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,583,612
Total plan assets at beginning of year2014-12-31$1,324,775
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-41,138
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$258,837
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,583,612
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,324,775
Assets. Value of assets in partnership/joint-venture interests2014-12-31$480,627
Total contributions received or receivable from employer(s)2014-12-31$300,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$472,508
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,324,775
Total plan assets at beginning of year2013-12-31$852,267
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$179,870
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$472,508
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,324,775
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$852,267
Assets. Value of assets in partnership/joint-venture interests2013-12-31$444,355
Total contributions received or receivable from employer(s)2013-12-31$292,638
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$214,574
Expenses. Total of all expenses incurred2012-12-31$60
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$852,267
Total plan assets at beginning of year2012-12-31$637,753
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$14,574
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$214,514
Net plan assets at end of year (total assets less liabilities)2012-12-31$852,267
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$637,753
Assets. Value of assets in partnership/joint-venture interests2012-12-31$510,871
Total contributions received or receivable from employer(s)2012-12-31$200,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$172,337
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$637,753
Total plan assets at beginning of year2011-12-31$465,416
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$6,519
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$172,337
Net plan assets at end of year (total assets less liabilities)2011-12-31$637,753
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$465,416
Assets. Value of assets in partnership/joint-venture interests2011-12-31$80,023
Total contributions received or receivable from employer(s)2011-12-31$165,818
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$189,518
Expenses. Total of all expenses incurred2010-12-31$30
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$465,416
Total plan assets at beginning of year2010-12-31$275,928
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$66,271
Expenses. Other expenses not covered elsewhere2010-12-31$30
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$9,518
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$189,488
Net plan assets at end of year (total assets less liabilities)2010-12-31$465,416
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$275,928
Total contributions received or receivable from employer(s)2010-12-31$180,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ASPEN MARKETING, LLC DEFINED BENEFIT PENSION 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 ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN

2019: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION 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: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION 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: ASPEN MARKETING, LLC DEFINED BENEFIT PENSION 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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51804270
Policy instance 1
Insurance contract or identification numberVF51804270
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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