401k Plan data: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN plan

THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN
Plan identification number	001

THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

THE MAYER BENEFITS ADVISORY, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE MAYER BENEFITS ADVISORY, LLC

Employer identification number (EIN): 030499638

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about THE MAYER BENEFITS ADVISORY, LLC

Jurisdiction of Incorporation: Connecticut Secretary of State

Incorporation Date:

Company Identification Number: 0736530

More information about THE MAYER BENEFITS ADVISORY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 STEVEN MAYER STEVEN MAYER 2018-10-12
001 2016-01-01 STEVEN MAYER STEVEN MAYER 2017-10-11
001 2015-01-01 STEVEN MAYER STEVEN MAYER 2016-10-11
001 2014-01-01 STEVEN MAYER STEVEN MAYER 2015-10-09
001 2013-01-01 STEVEN MAYER STEVEN MAYER 2014-10-08
001 2012-01-01 STEVEN MAYER STEVEN MAYER 2013-10-10
001 2011-01-01 STEVEN MAYER STEVEN MAYER 2012-10-10
001 2010-01-01 STEVEN MAYER STEVEN MAYER 2011-10-17
001 2009-01-01 STEVEN MAYER STEVEN MAYER 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	STEVEN MAYER	STEVEN MAYER	2018-10-12
001	2016-01-01	STEVEN MAYER	STEVEN MAYER	2017-10-11
001	2015-01-01	STEVEN MAYER	STEVEN MAYER	2016-10-11
001	2014-01-01	STEVEN MAYER	STEVEN MAYER	2015-10-09
001	2013-01-01	STEVEN MAYER	STEVEN MAYER	2014-10-08
001	2012-01-01	STEVEN MAYER	STEVEN MAYER	2013-10-10
001	2011-01-01	STEVEN MAYER	STEVEN MAYER	2012-10-10
001	2010-01-01	STEVEN MAYER	STEVEN MAYER	2011-10-17
001	2009-01-01	STEVEN MAYER	STEVEN MAYER	2010-10-14

Financial Data on THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN

Measure	Date	Value
2017 : THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$105,018
Expenses. Total of all expenses incurred	2017-12-31	$13,375
Total plan assets at end of year	2017-12-31	$476,632
Total plan assets at beginning of year	2017-12-31	$384,989
Value of fidelity bond covering the plan	2017-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$13,375
Other income received	2017-12-31	$105,018
Net income (gross income less expenses)	2017-12-31	$91,643
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$476,632
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$384,989
Assets. Value of participant loans	2017-12-31	$7,559
2016 : THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-29,687
Expenses. Total of all expenses incurred	2016-12-31	$13,375
Total plan assets at end of year	2016-12-31	$384,989
Total plan assets at beginning of year	2016-12-31	$428,051
Value of fidelity bond covering the plan	2016-12-31	$40,000
Total contributions received or receivable from participants	2016-12-31	$1,500
Expenses. Other expenses not covered elsewhere	2016-12-31	$13,375
Other income received	2016-12-31	$-31,187
Net income (gross income less expenses)	2016-12-31	$-43,062
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$384,989
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$428,051
Assets. Value of participant loans	2016-12-31	$4,149
2015 : THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$12,492
Expenses. Total of all expenses incurred	2015-12-31	$13,388
Total plan assets at end of year	2015-12-31	$428,051
Total plan assets at beginning of year	2015-12-31	$428,947
Value of fidelity bond covering the plan	2015-12-31	$40,000
Total contributions received or receivable from participants	2015-12-31	$1,440
Expenses. Other expenses not covered elsewhere	2015-12-31	$13,388
Other income received	2015-12-31	$11,052
Net income (gross income less expenses)	2015-12-31	$-896
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$428,051
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$428,947
Assets. Value of participant loans	2015-12-31	$5,709
2014 : THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$23,759
Expenses. Total of all expenses incurred	2014-12-31	$13,375
Total plan assets at end of year	2014-12-31	$428,947
Total plan assets at beginning of year	2014-12-31	$418,563
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$1,440
Expenses. Other expenses not covered elsewhere	2014-12-31	$13,375
Other income received	2014-12-31	$22,319
Net income (gross income less expenses)	2014-12-31	$10,384
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$428,947
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$418,563
Assets. Value of participant loans	2014-12-31	$7,979
2013 : THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$75,883
Expenses. Total of all expenses incurred	2013-12-31	$13,375
Total plan assets at end of year	2013-12-31	$417,323
Total plan assets at beginning of year	2013-12-31	$354,815
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$1,440
Expenses. Other expenses not covered elsewhere	2013-12-31	$13,375
Other income received	2013-12-31	$74,443
Net income (gross income less expenses)	2013-12-31	$62,508
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$417,323
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$354,815
Assets. Value of participant loans	2013-12-31	$1,341
2012 : THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$42,185
Expenses. Total of all expenses incurred	2012-12-31	$13,375
Total plan assets at end of year	2012-12-31	$354,815
Total plan assets at beginning of year	2012-12-31	$326,005
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$1,440
Expenses. Other expenses not covered elsewhere	2012-12-31	$13,375
Other income received	2012-12-31	$40,745
Net income (gross income less expenses)	2012-12-31	$28,810
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$354,815
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$326,005
Assets. Value of participant loans	2012-12-31	$0
2011 : THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$3,256
Expenses. Total of all expenses incurred	2011-12-31	$13,375
Total plan assets at end of year	2011-12-31	$326,005
Total plan assets at beginning of year	2011-12-31	$336,124
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$1,440
Expenses. Other expenses not covered elsewhere	2011-12-31	$13,375
Other income received	2011-12-31	$-23,184
Net income (gross income less expenses)	2011-12-31	$-10,119
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$326,005
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$336,124
Assets. Value of participant loans	2011-12-31	$1,514
Total contributions received or receivable from employer(s)	2011-12-31	$25,000
2010 : THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$15,317
Expenses. Total of all expenses incurred	2010-12-31	$13,375
Total plan assets at end of year	2010-12-31	$336,124
Total plan assets at beginning of year	2010-12-31	$334,182
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$1,500
Expenses. Other expenses not covered elsewhere	2010-12-31	$13,375
Other income received	2010-12-31	$13,817
Net income (gross income less expenses)	2010-12-31	$1,942
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$336,124
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$334,182
Assets. Value of participant loans	2010-12-31	$2,857
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN

2017: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE MAYER BENEFITS ADVISORY, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	21017052
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	21017052
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	21017052
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	21017052
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	21017052
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	21017052
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	21017052
Policy instance	1

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Company Name:	THE MAYER BENEFITS ADVISORY, LLC
Employer identification number (EIN):	030499638
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Connecticut Secretary of State
Incorporation Date:
Company Identification Number:	0736530