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PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NamePROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN
Plan identification number 001

PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS 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

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

Company Name:PROFESSIONAL GROUP MARKETING, INC.
Employer identification number (EIN):133074320
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01WILLIAM STOPERA2018-06-27 WILLIAM STOPERA2018-06-27
0012017-01-01JEROME TEPPER2018-05-14 JEROME TEPPER2018-05-14
0012016-01-01JEROME TEPPER2017-06-02 JEROME TEPPER2017-06-02
0012015-01-01JEROME TEPPER2016-07-28 JEROME TEPPER2016-07-28
0012014-01-01JEROME TEPPER2015-07-28 JEROME TEPPER2015-07-28
0012013-01-01JEROME TEPPER2014-07-30 JEROME TEPPER2014-07-30
0012012-01-01JEROME TEPPER2013-07-17 JEROME TEPPER2013-07-17
0012011-01-01JEROME TEPPER2012-07-31 JEROME TEPPER2012-07-31
0012008-01-01JEROME TEPPER JEROME TEPPER2012-09-21
0012007-01-01JEROME TEPPER JEROME TEPPER2012-09-21

Plan Statistics for PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN

Measure Date Value
2008: PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0134
Total number of active participants reported on line 7a of the Form 55002008-01-0134
Number of other retired or separated participants entitled to future benefits2008-01-013
Total of all active and inactive participants2008-01-0137
Total participants2008-01-0137
Number of participants with account balances2008-01-0134
2007: PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0131
Total number of active participants reported on line 7a of the Form 55002007-01-0131
Number of other retired or separated participants entitled to future benefits2007-01-012
Total of all active and inactive participants2007-01-0133
Total participants2007-01-0133
Number of participants with account balances2007-01-0130

Financial Data on PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN

Measure Date Value
2008 : PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN 2008 401k financial data
Total income from all sources2008-12-31$-964,030
Expenses. Total of all expenses incurred2008-12-31$669,288
Benefits paid (including direct rollovers)2008-12-31$657,665
Total plan assets at end of year2008-12-31$3,130,637
Total plan assets at beginning of year2008-12-31$4,763,955
Value of fidelity bond covering the plan2008-12-31$150,000
Total contributions received or receivable from participants2008-12-31$258,961
Expenses. Other expenses not covered elsewhere2008-12-31$11,623
Contributions received from other sources (not participants or employers)2008-12-31$334
Other income received2008-12-31$-1,415,545
Net income (gross income less expenses)2008-12-31$-1,633,318
Net plan assets at end of year (total assets less liabilities)2008-12-31$3,130,637
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$4,763,955
Assets. Value of participant loans2008-12-31$27,762
Total contributions received or receivable from employer(s)2008-12-31$192,220
2007 : PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN 2007 401k financial data
Total income from all sources2007-12-31$1,017,680
Expenses. Total of all expenses incurred2007-12-31$63,170
Benefits paid (including direct rollovers)2007-12-31$50,000
Total plan assets at end of year2007-12-31$4,763,955
Total plan assets at beginning of year2007-12-31$3,809,445
Value of fidelity bond covering the plan2007-12-31$150,000
Total contributions received or receivable from participants2007-12-31$253,922
Expenses. Other expenses not covered elsewhere2007-12-31$13,170
Contributions received from other sources (not participants or employers)2007-12-31$12,411
Other income received2007-12-31$565,044
Net income (gross income less expenses)2007-12-31$954,510
Net plan assets at end of year (total assets less liabilities)2007-12-31$4,763,955
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$3,809,445
Assets. Value of participant loans2007-12-31$29,496
Total contributions received or receivable from employer(s)2007-12-31$186,303

Form 5500 Responses for PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN

2008: PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: PROFESSIONAL GROUP MARKETING, INC. 401(K) SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-02570
Policy instance 1
Insurance contract or identification number4-02570
Number of Individuals Covered37
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-02570
Policy instance 1
Insurance contract or identification number4-02570
Number of Individuals Covered33
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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