FINANCIAL MARKETING GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2023 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-10-31 | $0 |
| Total income from all sources | 2023-10-31 | $46,260 |
| Expenses. Total of all expenses incurred | 2023-10-31 | $311,860 |
| Benefits paid (including direct rollovers) | 2023-10-31 | $311,860 |
| Total plan assets at end of year | 2023-10-31 | $187 |
| Total plan assets at beginning of year | 2023-10-31 | $265,787 |
| Value of fidelity bond covering the plan | 2023-10-31 | $50,000 |
| Other income received | 2023-10-31 | $46,260 |
| Net income (gross income less expenses) | 2023-10-31 | $-265,600 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $265,787 |
| 2022 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-10-31 | $0 |
| Total plan liabilities at end of year | 2022-10-31 | $0 |
| Total plan liabilities at beginning of year | 2022-10-31 | $0 |
| Total income from all sources | 2022-10-31 | $-74,557 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $20,877 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $17,077 |
| Total plan assets at end of year | 2022-10-31 | $265,787 |
| Total plan assets at beginning of year | 2022-10-31 | $361,221 |
| Value of fidelity bond covering the plan | 2022-10-31 | $50,000 |
| Other income received | 2022-10-31 | $-74,557 |
| Net income (gross income less expenses) | 2022-10-31 | $-95,434 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $265,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $361,221 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $3,800 |
| 2021 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-10-31 | $0 |
| Total income from all sources | 2021-10-31 | $-4,558 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $16,871 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $16,871 |
| Total plan assets at end of year | 2021-10-31 | $361,221 |
| Total plan assets at beginning of year | 2021-10-31 | $382,650 |
| Value of fidelity bond covering the plan | 2021-10-31 | $50,000 |
| Other income received | 2021-10-31 | $-4,558 |
| Net income (gross income less expenses) | 2021-10-31 | $-21,429 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $361,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $382,650 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-10-31 | $0 |
| 2020 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-10-31 | $0 |
| Total income from all sources | 2020-10-31 | $79,587 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $15,903 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $14,885 |
| Total plan assets at end of year | 2020-10-31 | $382,650 |
| Total plan assets at beginning of year | 2020-10-31 | $318,966 |
| Value of fidelity bond covering the plan | 2020-10-31 | $50,000 |
| Other income received | 2020-10-31 | $79,587 |
| Net income (gross income less expenses) | 2020-10-31 | $63,684 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $382,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $318,966 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $1,018 |
| 2019 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-10-31 | $0 |
| Total income from all sources | 2019-10-31 | $51,757 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $16,307 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $15,001 |
| Total plan assets at end of year | 2019-10-31 | $318,966 |
| Total plan assets at beginning of year | 2019-10-31 | $283,516 |
| Value of fidelity bond covering the plan | 2019-10-31 | $50,000 |
| Other income received | 2019-10-31 | $51,757 |
| Net income (gross income less expenses) | 2019-10-31 | $35,450 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $318,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $283,516 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $1,306 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-10-31 | $0 |
| 2018 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
| 2017 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-10-31 | $0 |
| Total income from all sources | 2017-10-31 | $-2,917 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $17,500 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $16,500 |
| Total plan assets at end of year | 2017-10-31 | $332,820 |
| Total plan assets at beginning of year | 2017-10-31 | $353,237 |
| Value of fidelity bond covering the plan | 2017-10-31 | $50,000 |
| Other income received | 2017-10-31 | $-2,917 |
| Net income (gross income less expenses) | 2017-10-31 | $-20,417 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $332,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $353,237 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $1,000 |
| 2016 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-10-31 | $0 |
| Total plan liabilities at end of year | 2016-10-31 | $0 |
| Total plan liabilities at beginning of year | 2016-10-31 | $0 |
| Total income from all sources | 2016-10-31 | $67,676 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $16,270 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $15,000 |
| Total plan assets at end of year | 2016-10-31 | $353,237 |
| Total plan assets at beginning of year | 2016-10-31 | $301,831 |
| Value of fidelity bond covering the plan | 2016-10-31 | $50,000 |
| Other income received | 2016-10-31 | $67,676 |
| Net income (gross income less expenses) | 2016-10-31 | $51,406 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $353,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $301,831 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $1,270 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
| 2015 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-10-31 | $0 |
| Total income from all sources | 2015-10-31 | $-19,932 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $14,935 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $13,500 |
| Total plan assets at end of year | 2015-10-31 | $301,831 |
| Total plan assets at beginning of year | 2015-10-31 | $336,698 |
| Value of fidelity bond covering the plan | 2015-10-31 | $50,000 |
| Other income received | 2015-10-31 | $-19,932 |
| Net income (gross income less expenses) | 2015-10-31 | $-34,867 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $301,831 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $336,698 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $1,435 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
| 2014 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-10-31 | $0 |
| Total income from all sources | 2014-10-31 | $-27,088 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $16,435 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $15,000 |
| Total plan assets at end of year | 2014-10-31 | $336,698 |
| Total plan assets at beginning of year | 2014-10-31 | $380,221 |
| Value of fidelity bond covering the plan | 2014-10-31 | $50,000 |
| Other income received | 2014-10-31 | $-27,088 |
| Net income (gross income less expenses) | 2014-10-31 | $-43,523 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $336,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $380,221 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $1,435 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
| 2013 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-10-31 | $0 |
| Total income from all sources | 2013-10-31 | $-112,105 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $16,894 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $15,000 |
| Total plan assets at end of year | 2013-10-31 | $380,221 |
| Total plan assets at beginning of year | 2013-10-31 | $509,220 |
| Value of fidelity bond covering the plan | 2013-10-31 | $50,000 |
| Other income received | 2013-10-31 | $-112,105 |
| Net income (gross income less expenses) | 2013-10-31 | $-128,999 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $380,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $509,220 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $1,894 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
| 2012 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-10-31 | $0 |
| Total income from all sources | 2012-10-31 | $-19,129 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $26,635 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $25,000 |
| Total plan assets at end of year | 2012-10-31 | $509,220 |
| Total plan assets at beginning of year | 2012-10-31 | $554,984 |
| Value of fidelity bond covering the plan | 2012-10-31 | $50,000 |
| Other income received | 2012-10-31 | $-19,129 |
| Net income (gross income less expenses) | 2012-10-31 | $-45,764 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $509,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $554,984 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $1,635 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
| 2011 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-10-31 | $0 |
| Total plan liabilities at beginning of year | 2011-10-31 | $0 |
| Total income from all sources | 2011-10-31 | $44,880 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $23,300 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $22,000 |
| Total plan assets at end of year | 2011-10-31 | $554,984 |
| Total plan assets at beginning of year | 2011-10-31 | $533,404 |
| Value of fidelity bond covering the plan | 2011-10-31 | $50,000 |
| Other income received | 2011-10-31 | $44,880 |
| Net income (gross income less expenses) | 2011-10-31 | $21,580 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $554,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $533,404 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $1,300 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
| 2010 : THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
| 2022: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Submission has been amended | No |
| 2022-11-01 | This submission is the final filing | No |
| 2022-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-11-01 | Plan is a collectively bargained plan | No |
| 2022-11-01 | Plan funding arrangement – Trust | Yes |
| 2022-11-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | No |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-11-01 | Plan is a collectively bargained plan | No |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | No |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-11-01 | Plan is a collectively bargained plan | No |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: THE FINANCIAL MARKETING GROUP, INC. RETIREMENT TRUST 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
