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

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

SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SPM MARKETING & COMMUNICATIONS, LLC
Employer identification number (EIN):824877385
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 SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DEBBIE CANTIBEROS
0012024-01-01SARAH SPEGAL
0012023-01-01
0012023-01-01JEAN MOLONEY
0012023-01-01JEAN MOLONEY
0012022-01-01
0012022-01-01JOEL WILCOXEN
0012021-01-01
0012021-01-01TONYA DOUGLAS
0012020-01-01
0012019-01-01
0012018-01-01NANCY MILLER

Plan Statistics for SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01146
Total number of active participants reported on line 7a of the Form 55002023-01-01190
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0199
Total of all active and inactive participants2023-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01289
Number of participants with account balances2023-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01114
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01146
Number of participants with account balances2022-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0195
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01114
Number of participants with account balances2021-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0181
Total number of active participants reported on line 7a of the Form 55002020-01-0162
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0195
Number of participants with account balances2020-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0176
Total number of active participants reported on line 7a of the Form 55002019-01-0148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0181
Number of participants with account balances2019-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0171
Total number of active participants reported on line 7a of the Form 55002018-01-0156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0176
Number of participants with account balances2018-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

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

Measure Date Value
2024 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Unrealized appreciation/depreciation of real estate assets2024-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2024-01-01$0
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total transfer of assets to this plan2024-01-01$0
Total transfer of assets from this plan2024-01-01$13,958,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$1,500,458
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$554,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$554,226
Expenses. Certain deemed distributions of participant loans2024-01-01$0
Value of total corrective distributions2024-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$617,318
Value of total assets at end of year2024-01-01$0
Value of total assets at beginning of year2024-01-01$13,012,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$538
Total income from rents2024-01-01$0
Total interest from all sources2024-01-01$270
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$5,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$5,994
Assets. Real estate other than employer real property at end of year2024-01-01$0
Assets. Real estate other than employer real property at beginning of year2024-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2024-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2024-01-01$0
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$1,000,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$0
Participant contributions at end of year2024-01-01$0
Participant contributions at beginning of year2024-01-01$3,763
Participant contributions at end of year2024-01-01$0
Participant contributions at beginning of year2024-01-01$0
Assets. Other investments not covered elsewhere at end of year2024-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2024-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2024-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2024-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2024-01-01$0
Assets. Loans (other than to participants) at end of year2024-01-01$0
Assets. Loans (other than to participants) at beginning of year2024-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2024-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2024-01-01$0
Other income not declared elsewhere2024-01-01$0
Administrative expenses (other) incurred2024-01-01$0
Liabilities. Value of operating payables at end of year2024-01-01$0
Liabilities. Value of operating payables at beginning of year2024-01-01$0
Total non interest bearing cash at end of year2024-01-01$0
Total non interest bearing cash at beginning of year2024-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Income. Non cash contributions2024-01-01$0
Value of net income/loss2024-01-01$945,694
Value of net assets at end of year (total assets less liabilities)2024-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$13,012,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Assets. partnership/joint venture interests at end of year2024-01-01$0
Assets. partnership/joint venture interests at beginning of year2024-01-01$0
Investment advisory and management fees2024-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$12,842,116
Value of interest in pooled separate accounts at end of year2024-01-01$0
Value of interest in pooled separate accounts at beginning of year2024-01-01$0
Interest on participant loans2024-01-01$39
Income. Interest from loans (other than to participants)2024-01-01$0
Interest earned on other investments2024-01-01$0
Income. Interest from US Government securities2024-01-01$0
Income. Interest from corporate debt instruments2024-01-01$0
Value of interest in master investment trust accounts at end of year2024-01-01$0
Value of interest in master investment trust accounts at beginning of year2024-01-01$0
Value of interest in common/collective trusts at end of year2024-01-01$0
Value of interest in common/collective trusts at beginning of year2024-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2024-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2024-01-01$231
Assets. Value of investments in 103.12 investment entities at end of year2024-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2024-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2024-01-01$0
Asset value of US Government securities at end of year2024-01-01$0
Asset value of US Government securities at beginning of year2024-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$876,876
Net investment gain/loss from pooled separate accounts2024-01-01$0
Net investment gain or loss from common/collective trusts2024-01-01$0
Net gain/loss from 103.12 investment entities2024-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Assets. Invements in employer securities at end of year2024-01-01$0
Assets. Invements in employer securities at beginning of year2024-01-01$0
Assets. Value of employer real property at end of year2024-01-01$0
Assets. Value of employer real property at beginning of year2024-01-01$0
Contributions received in cash from employer2024-01-01$617,318
Employer contributions (assets) at end of year2024-01-01$0
Employer contributions (assets) at beginning of year2024-01-01$0
Income. Dividends from preferred stock2024-01-01$0
Income. Dividends from common stock2024-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$554,226
Asset. Corporate debt instrument preferred debt at end of year2024-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2024-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2024-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2024-01-01$0
Contract administrator fees2024-01-01$538
Assets. Corporate common stocks other than exployer securities at end of year2024-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2024-01-01$0
Liabilities. Value of benefit claims payable at end of year2024-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2024-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2024-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2024-01-01$0
Did the plan have assets held for investment2024-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01Yes
Aggregate proceeds on sale of assets2024-01-01$0
Aggregate carrying amount (costs) on sale of assets2024-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2024-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2024-01-01$0
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01LBMC, PC
Accountancy firm EIN2024-01-01621199757
2023 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$4,392,022
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,527,639
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,334,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,332,103
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,844,874
Value of total assets at end of year2023-12-31$13,012,844
Value of total assets at beginning of year2023-12-31$7,427,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,229
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$7,011
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$348,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$348,685
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,361,838
Participant contributions at end of year2023-12-31$3,763
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$157,205
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$1,192,867
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,012,844
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,427,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,842,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,413,764
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$173
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$166,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$14,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$14,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$6,838
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,327,069
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$325,831
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,332,103
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$2,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LBMC, PC
Accountancy firm EIN2023-12-31621199757
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$4,392,022
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,527,639
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,334,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,332,103
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,844,874
Value of total assets at end of year2023-01-01$13,012,844
Value of total assets at beginning of year2023-01-01$7,427,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$2,229
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$7,011
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$348,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$348,685
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,361,838
Participant contributions at end of year2023-01-01$3,763
Participant contributions at beginning of year2023-01-01$0
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$157,205
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$0
Administrative expenses (other) incurred2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$1,192,867
Value of net assets at end of year (total assets less liabilities)2023-01-01$13,012,844
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$7,427,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$12,842,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,413,764
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$173
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$166,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$6,838
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,327,069
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$0
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$325,831
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,332,103
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$2,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01LBMC, PC
Accountancy firm EIN2023-01-01621199757
2022 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-498,290
Expenses. Total of all expenses incurred2022-12-31$668,045
Benefits paid (including direct rollovers)2022-12-31$668,391
Total plan assets at end of year2022-12-31$7,427,955
Total plan assets at beginning of year2022-12-31$8,594,290
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$663,085
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$98,567
Other income received2022-12-31$-1,507,479
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,166,335
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,427,955
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,594,290
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$247,537
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$-1,470
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,124
2021 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,119,346
Expenses. Total of all expenses incurred2021-12-31$1,963,505
Benefits paid (including direct rollovers)2021-12-31$1,961,415
Total plan assets at end of year2021-12-31$8,594,290
Total plan assets at beginning of year2021-12-31$8,438,449
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$574,420
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$76,228
Other income received2021-12-31$1,230,819
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$155,841
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,594,290
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,438,449
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$237,879
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$1,633
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$457
2020 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,376,554
Expenses. Total of all expenses incurred2020-12-31$1,741,923
Benefits paid (including direct rollovers)2020-12-31$1,741,798
Total plan assets at end of year2020-12-31$8,438,449
Total plan assets at beginning of year2020-12-31$7,803,818
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$627,145
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$504,772
Other income received2020-12-31$1,049,752
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$634,631
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,438,449
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,803,818
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$194,885
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$125
2019 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,206,757
Expenses. Total of all expenses incurred2019-12-31$962,903
Benefits paid (including direct rollovers)2019-12-31$962,903
Total plan assets at end of year2019-12-31$7,803,818
Total plan assets at beginning of year2019-12-31$6,559,964
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$410,328
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$66,714
Other income received2019-12-31$1,504,806
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,243,854
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,803,818
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,559,964
Total contributions received or receivable from employer(s)2019-12-31$224,909
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$136,624
Expenses. Total of all expenses incurred2018-12-31$225,494
Benefits paid (including direct rollovers)2018-12-31$225,494
Total plan assets at end of year2018-12-31$6,559,964
Total plan assets at beginning of year2018-12-31$6,648,834
Value of fidelity bond covering the plan2018-12-31$450,000
Total contributions received or receivable from participants2018-12-31$410,983
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$2,689
Other income received2018-12-31$-487,594
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-88,870
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,559,964
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,648,834
Total contributions received or receivable from employer(s)2018-12-31$210,546
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0

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

2023: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPM MARKETING & COMMUNICATIONS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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