401k Plan data: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN plan

SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN
Plan identification number	001

SPM MARKETING & COMMUNICATIONS 401(K) 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.
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

SPM MARKETING & COMMUNICATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SPM MARKETING & COMMUNICATIONS, INC.

Employer identification number (EIN): 451259626

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPM MARKETING & COMMUNICATIONS 401(K) 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 NANCY MILLER
001 2016-01-01 LAWRENCE MARGOLIS
001 2015-01-01 LAWRENCE MARGOLIS LAWRENCE MARGOLIS 2016-04-01
001 2014-01-01 LAWRENCE W MARGOLIS
001 2013-01-01 NANCY MILLER
001 2012-01-01 LAWRENCE W. MARGOLIS LAWRENCE W. MARGOLIS 2013-04-30
001 2011-01-01 LAWRENCE W. MARGOLIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	NANCY MILLER
001	2016-01-01	LAWRENCE MARGOLIS
001	2015-01-01	LAWRENCE MARGOLIS	LAWRENCE MARGOLIS	2016-04-01
001	2014-01-01	LAWRENCE W MARGOLIS
001	2013-01-01	NANCY MILLER
001	2012-01-01	LAWRENCE W. MARGOLIS	LAWRENCE W. MARGOLIS	2013-04-30
001	2011-01-01	LAWRENCE W. MARGOLIS

Financial Data on SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,616,248
Expenses. Total of all expenses incurred	2017-12-31	$83,782
Benefits paid (including direct rollovers)	2017-12-31	$83,782
Total plan assets at end of year	2017-12-31	$6,648,834
Total plan assets at beginning of year	2017-12-31	$5,116,368
Value of fidelity bond covering the plan	2017-12-31	$450,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$326,865
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$35,304
Other income received	2017-12-31	$1,057,178
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,532,466
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,648,834
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,116,368
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$196,901
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$848,907
Expenses. Total of all expenses incurred	2016-12-31	$159,021
Benefits paid (including direct rollovers)	2016-12-31	$158,996
Total plan assets at end of year	2016-12-31	$5,116,368
Total plan assets at beginning of year	2016-12-31	$4,426,482
Value of fidelity bond covering the plan	2016-12-31	$450,000
Total contributions received or receivable from participants	2016-12-31	$278,923
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$393,000
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$689,886
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,116,368
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,426,482
Total contributions received or receivable from employer(s)	2016-12-31	$176,984
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
2015 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$344,466
Expenses. Total of all expenses incurred	2015-12-31	$256,300
Benefits paid (including direct rollovers)	2015-12-31	$256,300
Total plan assets at end of year	2015-12-31	$4,426,482
Total plan assets at beginning of year	2015-12-31	$4,338,316
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$239,161
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$11,507
Other income received	2015-12-31	$-67,074
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$88,166
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,426,482
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,338,316
Total contributions received or receivable from employer(s)	2015-12-31	$160,872
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$805,004
Expenses. Total of all expenses incurred	2014-12-31	$489,840
Benefits paid (including direct rollovers)	2014-12-31	$489,840
Total plan assets at end of year	2014-12-31	$4,338,316
Total plan assets at beginning of year	2014-12-31	$4,023,152
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$239,493
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$186,527
Other income received	2014-12-31	$252,414
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$315,164
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,338,316
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,023,152
Total contributions received or receivable from employer(s)	2014-12-31	$126,570
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$976,528
Expenses. Total of all expenses incurred	2013-12-31	$366,875
Benefits paid (including direct rollovers)	2013-12-31	$366,874
Total plan assets at end of year	2013-12-31	$4,023,152
Total plan assets at beginning of year	2013-12-31	$3,413,499
Value of fidelity bond covering the plan	2013-12-31	$450,000
Total contributions received or receivable from participants	2013-12-31	$216,219
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$131,179
Other income received	2013-12-31	$629,130
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$609,653
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,023,152
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,413,499
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1
2012 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$699,475
Expenses. Total of all expenses incurred	2012-12-31	$20,143
Benefits paid (including direct rollovers)	2012-12-31	$20,143
Total plan assets at end of year	2012-12-31	$3,413,499
Total plan assets at beginning of year	2012-12-31	$2,734,167
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$199,663
Other income received	2012-12-31	$326,928
Net income (gross income less expenses)	2012-12-31	$679,332
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,413,499
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,734,167
Total contributions received or receivable from employer(s)	2012-12-31	$172,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$550,604
Expenses. Total of all expenses incurred	2011-12-31	$2,326,464
Benefits paid (including direct rollovers)	2011-12-31	$2,326,464
Total plan assets at end of year	2011-12-31	$2,734,167
Total plan assets at beginning of year	2011-12-31	$4,510,027
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$263,280
Contributions received from other sources (not participants or employers)	2011-12-31	$37,178
Other income received	2011-12-31	$73,678
Net income (gross income less expenses)	2011-12-31	$-1,775,860
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,734,167
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,510,027
Total contributions received or receivable from employer(s)	2011-12-31	$176,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

2017: SPM MARKETING & COMMUNICATIONS 401(K) 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SPM MARKETING & COMMUNICATIONS 401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SPM MARKETING & COMMUNICATIONS 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SPM MARKETING & COMMUNICATIONS 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SPM MARKETING & COMMUNICATIONS 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SPM MARKETING & COMMUNICATIONS 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SPM MARKETING & COMMUNICATIONS 401(K) 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 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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	664353
Policy instance	1

Potentially related plans

SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN [EIN = 824877385]

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Company Name:	SPM MARKETING & COMMUNICATIONS, INC.
Employer identification number (EIN):	451259626
NAIC Classification:	541800