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AMERICAN MARKETING GROUP 401(K) PLAN 401k Plan overview

Plan NameAMERICAN MARKETING GROUP 401(K) PLAN
Plan identification number 001

AMERICAN MARKETING GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:AMERICAN MARKETING GROUP INC.
Employer identification number (EIN):112956748
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MARKETING GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01CURTIS PERITZ2015-04-13
0012013-01-01CURTIS PERITZ2014-10-08
0012012-01-01CURTIS PERITZ
0012011-01-01CURTIS PERITZ
0012010-01-01CURTIS PERITZ
0012009-01-01CURTIS PERITZ
0012009-01-01CURTIS PERITZ
0012009-01-01CURTIS PERITZ

Plan Statistics for AMERICAN MARKETING GROUP 401(K) PLAN

401k plan membership statisitcs for AMERICAN MARKETING GROUP 401(K) PLAN

Measure Date Value
2012: AMERICAN MARKETING GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01159
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0167
Number of participants with account balances2012-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: AMERICAN MARKETING GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01159
Number of participants with account balances2011-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
Number of employers contributing to the scheme2011-01-010
2010: AMERICAN MARKETING GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01143
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01133
Number of participants with account balances2010-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: AMERICAN MARKETING GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01186
Total number of active participants reported on line 7a of the Form 55002009-01-01132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01143
Number of participants with account balances2009-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN MARKETING GROUP 401(K) PLAN

Measure Date Value
2012 : AMERICAN MARKETING GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$42,358
Total income from all sources (including contributions)2012-12-31$621,729
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$592,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$535,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$257,626
Value of total assets at end of year2012-12-31$2,831,885
Value of total assets at beginning of year2012-12-31$2,832,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,659
Total interest from all sources2012-12-31$6,125
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$52,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$52,201
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$206,379
Participant contributions at end of year2012-12-31$62,736
Participant contributions at beginning of year2012-12-31$161,813
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$75,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$42,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$29,199
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,819,812
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,790,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,687,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,406,629
Interest on participant loans2012-12-31$6,125
Value of interest in common/collective trusts at end of year2012-12-31$1,059,847
Value of interest in common/collective trusts at beginning of year2012-12-31$1,173,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$189,470
Net investment gain or loss from common/collective trusts2012-12-31$116,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$51,247
Employer contributions (assets) at end of year2012-12-31$21,470
Employer contributions (assets) at beginning of year2012-12-31$15,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$535,871
Contract administrator fees2012-12-31$56,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARCUM LLP
Accountancy firm EIN2012-12-31111986323
2011 : AMERICAN MARKETING GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$42,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,720
Total income from all sources (including contributions)2011-12-31$342,420
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$300,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$249,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$270,610
Value of total assets at end of year2011-12-31$2,832,971
Value of total assets at beginning of year2011-12-31$2,786,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,106
Total interest from all sources2011-12-31$5,556
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$37,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$37,107
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$197,976
Participant contributions at end of year2011-12-31$161,813
Participant contributions at beginning of year2011-12-31$149,699
Participant contributions at end of year2011-12-31$75,310
Participant contributions at beginning of year2011-12-31$18,797
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$42,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$37,720
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$41,928
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,790,613
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,748,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,406,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,365,344
Interest on participant loans2011-12-31$5,556
Value of interest in common/collective trusts at end of year2011-12-31$1,173,851
Value of interest in common/collective trusts at beginning of year2011-12-31$1,247,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-52,538
Net investment gain or loss from common/collective trusts2011-12-31$81,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$59,504
Employer contributions (assets) at end of year2011-12-31$15,368
Employer contributions (assets) at beginning of year2011-12-31$4,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$249,386
Contract administrator fees2011-12-31$51,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARCUM LLP
Accountancy firm EIN2011-12-31111986323
2010 : AMERICAN MARKETING GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$37,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$32,363
Total income from all sources (including contributions)2010-12-31$583,096
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$121,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$71,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$307,246
Value of total assets at end of year2010-12-31$2,786,405
Value of total assets at beginning of year2010-12-31$2,319,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,703
Total interest from all sources2010-12-31$3,659
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,722
Administrative expenses professional fees incurred2010-12-31$48,226
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$216,211
Participant contributions at end of year2010-12-31$149,699
Participant contributions at beginning of year2010-12-31$57,633
Participant contributions at end of year2010-12-31$18,797
Participant contributions at beginning of year2010-12-31$37,890
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$37,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$32,363
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$461,756
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,748,685
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,286,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,365,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,124,571
Interest on participant loans2010-12-31$3,659
Value of interest in common/collective trusts at end of year2010-12-31$1,247,882
Value of interest in common/collective trusts at beginning of year2010-12-31$1,090,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$121,840
Net investment gain or loss from common/collective trusts2010-12-31$115,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$55,746
Employer contributions (assets) at end of year2010-12-31$4,683
Employer contributions (assets) at beginning of year2010-12-31$8,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$71,637
Contract administrator fees2010-12-31$1,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARCUM, LLP
Accountancy firm EIN2010-12-31111986323
2009 : AMERICAN MARKETING GROUP 401(K) 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 AMERICAN MARKETING GROUP 401(K) PLAN

2012: AMERICAN MARKETING GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN MARKETING GROUP 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN MARKETING GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN MARKETING GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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