401k Plan data: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN plan

RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN
Plan identification number	001

RICHARD COTTRELL MARKETING, INC. 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
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.
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

RICHARD COTTRELL MARKETING, INC. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD COTTRELL MARKETING, INC.

Employer identification number (EIN): 770559517

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RICHARD COTTRELL 2023-10-09
001 2021-01-01 RICHARD COTTRELL 2022-10-16
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-12-01
001 2016-12-01
001 2015-12-01 DEBBIE KIRSCHENMANN 2017-09-14
001 2014-12-01 DEBBIE KIRSCHENMANN, CPA 2016-09-15
001 2013-12-01 DEBBIE KIRSCHENMANN, CPA, APA 2015-09-15
001 2012-12-01 DEBBIE KIRSCHENMANN, CPA, APA 2014-09-12
001 2011-12-01 DEBBIE KIRSCHENMANN, CPA, APA
001 2010-12-01 RICHARD J. COTTRELL 2012-03-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	RICHARD COTTRELL	2023-10-09
001	2021-01-01	RICHARD COTTRELL	2022-10-16
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-12-01
001	2016-12-01
001	2015-12-01	DEBBIE KIRSCHENMANN	2017-09-14
001	2014-12-01	DEBBIE KIRSCHENMANN, CPA	2016-09-15
001	2013-12-01	DEBBIE KIRSCHENMANN, CPA, APA	2015-09-15
001	2012-12-01	DEBBIE KIRSCHENMANN, CPA, APA	2014-09-12
001	2011-12-01	DEBBIE KIRSCHENMANN, CPA, APA
001	2010-12-01	RICHARD J. COTTRELL	2012-03-20

Plan Statistics for RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN

Measure Date Value
2022: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2011: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 3
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 2
Total of all active and inactive participants 2011-12-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 5
Number of participants with account balances 2011-12-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 1

Measure	Date	Value
2022: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2011: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	3
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	2
Total of all active and inactive participants	2011-12-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	5
Number of participants with account balances	2011-12-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	1

Financial Data on RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$55,741
Expenses. Total of all expenses incurred	2022-12-31	$172
Total plan assets at end of year	2022-12-31	$1,113,587
Total plan assets at beginning of year	2022-12-31	$1,058,018
Other income received	2022-12-31	$16,237
Net income (gross income less expenses)	2022-12-31	$55,569
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,113,587
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,058,018
Assets. Value of real-estate (other than employer real property)	2022-12-31	$641,930
Total contributions received or receivable from employer(s)	2022-12-31	$39,504
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$172
2021 : RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$117,693
Expenses. Total of all expenses incurred	2021-12-31	$26,527
Total plan assets at end of year	2021-12-31	$1,058,018
Total plan assets at beginning of year	2021-12-31	$966,852
Expenses. Other expenses not covered elsewhere	2021-12-31	$26,415
Other income received	2021-12-31	$67,680
Net income (gross income less expenses)	2021-12-31	$91,166
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,058,018
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$966,852
Assets. Value of real-estate (other than employer real property)	2021-12-31	$641,930
Total contributions received or receivable from employer(s)	2021-12-31	$50,013
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$112
2012 : RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-11-30	$116,212
Expenses. Total of all expenses incurred	2012-11-30	$11,091
Benefits paid (including direct rollovers)	2012-11-30	$4,436
Total plan assets at end of year	2012-11-30	$589,096
Total plan assets at beginning of year	2012-11-30	$483,975
Value of fidelity bond covering the plan	2012-11-30	$70,000
Total contributions received or receivable from participants	2012-11-30	$22,500
Expenses. Other expenses not covered elsewhere	2012-11-30	$6,655
Other income received	2012-11-30	$77,105
Net income (gross income less expenses)	2012-11-30	$105,121
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$589,096
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$483,975
Assets. Value of real-estate (other than employer real property)	2012-11-30	$253,176
Total contributions received or receivable from employer(s)	2012-11-30	$16,607

Form 5500 Responses for RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN

2022: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD COTTRELL MARKETING, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

RICHARD COTTRELL DDS PROFIT SHARING PLAN [EIN = 541924887]

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Company Name:	RICHARD COTTRELL MARKETING, INC.
Employer identification number (EIN):	770559517
NAIC Classification:	541800