401k Plan data: ADVANTAGE COMPANIES 401K PLAN plan

ADVANTAGE COMPANIES 401K PLAN 401k Plan overview

Plan Name	ADVANTAGE COMPANIES 401K PLAN
Plan identification number	001

ADVANTAGE COMPANIES 401K PLAN Benefits

401k Plan Type

Defined 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.
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

THE STEREO ADVANTAGE has sponsored the creation of one or more 401k plans.

Company Name: THE STEREO ADVANTAGE

Employer identification number (EIN): 161149967

NAIC Classification: 443142
NAIC Description: Electronics Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANTAGE COMPANIES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS KREUZ
001 2016-01-01 THOMAS KREUZ
001 2015-01-01 THOMAS KREUZ
001 2012-01-01 THOMAS KREUZ 2013-07-31 THOMAS KREUZ 2013-07-31
001 2011-01-01 THOMAS KREUZ 2012-07-25 THOMAS KREUZ 2012-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	THOMAS KREUZ
001	2016-01-01	THOMAS KREUZ
001	2015-01-01	THOMAS KREUZ
001	2012-01-01	THOMAS KREUZ	2013-07-31	THOMAS KREUZ	2013-07-31
001	2011-01-01	THOMAS KREUZ	2012-07-25	THOMAS KREUZ	2012-07-25

Plan Statistics for ADVANTAGE COMPANIES 401K PLAN

401k plan membership statisitcs for ADVANTAGE COMPANIES 401K PLAN

Measure Date Value
2021: ADVANTAGE COMPANIES 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 147
Number of retired or separated participants receiving benefits 2021-01-01 16
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 177
Number of participants with account balances 2021-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: ADVANTAGE COMPANIES 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 151
Number of retired or separated participants receiving benefits 2020-01-01 45
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 197
Number of participants with account balances 2020-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: ADVANTAGE COMPANIES 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 178
Number of retired or separated participants receiving benefits 2019-01-01 34
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 213
Number of participants with account balances 2019-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: ADVANTAGE COMPANIES 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 169
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 197
Number of participants with account balances 2018-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: ADVANTAGE COMPANIES 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 173
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 195
Number of participants with account balances 2017-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: ADVANTAGE COMPANIES 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 155
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 180
Number of participants with account balances 2016-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: ADVANTAGE COMPANIES 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 150
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 165
Number of participants with account balances 2015-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2

Measure	Date	Value
2021: ADVANTAGE COMPANIES 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	147
Number of retired or separated participants receiving benefits	2021-01-01	16
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	177
Number of participants with account balances	2021-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: ADVANTAGE COMPANIES 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	151
Number of retired or separated participants receiving benefits	2020-01-01	45
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	197
Number of participants with account balances	2020-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: ADVANTAGE COMPANIES 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	178
Number of retired or separated participants receiving benefits	2019-01-01	34
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	213
Number of participants with account balances	2019-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: ADVANTAGE COMPANIES 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	169
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	197
Number of participants with account balances	2018-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: ADVANTAGE COMPANIES 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	173
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	195
Number of participants with account balances	2017-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: ADVANTAGE COMPANIES 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	155
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	180
Number of participants with account balances	2016-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: ADVANTAGE COMPANIES 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	150
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	165
Number of participants with account balances	2015-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2

Financial Data on ADVANTAGE COMPANIES 401K PLAN

Measure	Date	Value
2021 : ADVANTAGE COMPANIES 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,743,698
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$378,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$363,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$355,647
Value of total assets at end of year	2021-12-31	$9,363,798
Value of total assets at beginning of year	2021-12-31	$7,999,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,266
Total interest from all sources	2021-12-31	$10,319
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$317,350
Participant contributions at end of year	2021-12-31	$48,189
Participant contributions at beginning of year	2021-12-31	$35,264
Participant contributions at end of year	2021-12-31	$2,922
Participant contributions at beginning of year	2021-12-31	$872
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,364,745
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,363,798
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,999,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,701,389
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,297,587
Interest on participant loans	2021-12-31	$2,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$611,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$665,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$665,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$7,877
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,377,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$36,207
Employer contributions (assets) at end of year	2021-12-31	$221
Employer contributions (assets) at beginning of year	2021-12-31	$128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$363,687
Contract administrator fees	2021-12-31	$15,266
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CHIAMPOU TRAVIS BESAW KERSHNER, LLP
Accountancy firm EIN	2021-12-31	161468002
2020 : ADVANTAGE COMPANIES 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,463,902
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$78,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$67,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$346,181
Value of total assets at end of year	2020-12-31	$7,999,053
Value of total assets at beginning of year	2020-12-31	$6,613,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,561
Total interest from all sources	2020-12-31	$15,239
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$309,916
Participant contributions at end of year	2020-12-31	$35,264
Participant contributions at beginning of year	2020-12-31	$97,360
Participant contributions at end of year	2020-12-31	$872
Participant contributions at beginning of year	2020-12-31	$89
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$184
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,385,640
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,999,053
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,613,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,297,587
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,046,591
Interest on participant loans	2020-12-31	$5,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$665,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$468,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$468,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$10,143
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,102,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$36,081
Employer contributions (assets) at end of year	2020-12-31	$128
Employer contributions (assets) at beginning of year	2020-12-31	$29
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$67,701
Contract administrator fees	2020-12-31	$10,561
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CHIAMPOU TRAVIS BESAW KERSHNER LLP
Accountancy firm EIN	2020-12-31	161468002
2019 : ADVANTAGE COMPANIES 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,864,814
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,515,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,503,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$352,489
Value of total assets at end of year	2019-12-31	$6,613,413
Value of total assets at beginning of year	2019-12-31	$6,264,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,854
Total interest from all sources	2019-12-31	$16,178
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$297,214
Participant contributions at end of year	2019-12-31	$97,360
Participant contributions at beginning of year	2019-12-31	$94,382
Participant contributions at end of year	2019-12-31	$89
Participant contributions at beginning of year	2019-12-31	$10,870
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,219
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$349,391
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,613,413
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,264,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,046,591
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,705,636
Interest on participant loans	2019-12-31	$7,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$468,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$450,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$450,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$8,328
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,496,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$50,056
Employer contributions (assets) at end of year	2019-12-31	$29
Employer contributions (assets) at beginning of year	2019-12-31	$1,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,503,569
Contract administrator fees	2019-12-31	$11,854
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CHIAMPOU TRAVIS BESAW KERSHNER LLP
Accountancy firm EIN	2019-12-31	161468002
2018 : ADVANTAGE COMPANIES 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-44,098
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$249,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$236,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$317,395
Value of total assets at end of year	2018-12-31	$6,264,022
Value of total assets at beginning of year	2018-12-31	$6,557,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,786
Total interest from all sources	2018-12-31	$13,562
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$269,525
Participant contributions at end of year	2018-12-31	$94,382
Participant contributions at beginning of year	2018-12-31	$78,455
Participant contributions at end of year	2018-12-31	$10,870
Participant contributions at beginning of year	2018-12-31	$2,281
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-293,680
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,264,022
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,557,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,705,636
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,079,128
Interest on participant loans	2018-12-31	$6,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$450,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$397,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$397,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$6,604
Net investment gain/loss from pooled separate accounts	2018-12-31	$-375,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$47,870
Employer contributions (assets) at end of year	2018-12-31	$1,989
Employer contributions (assets) at beginning of year	2018-12-31	$361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$236,796
Contract administrator fees	2018-12-31	$12,786
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CHIAMPOU TRAVIS BESAW KERSHNER LLP
Accountancy firm EIN	2018-12-31	161468002
2017 : ADVANTAGE COMPANIES 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$321
Total income from all sources (including contributions)	2017-12-31	$1,434,860
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$582,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$570,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$314,186
Value of total assets at end of year	2017-12-31	$6,557,702
Value of total assets at beginning of year	2017-12-31	$5,705,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,958
Total interest from all sources	2017-12-31	$9,877
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$48,766
Participant contributions at end of year	2017-12-31	$78,455
Participant contributions at beginning of year	2017-12-31	$85,613
Participant contributions at end of year	2017-12-31	$2,281
Participant contributions at beginning of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$92
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$852,377
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,557,702
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,705,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,079,128
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,231,947
Interest on participant loans	2017-12-31	$4,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$397,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$387,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$387,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$5,516
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,110,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$265,420
Employer contributions (assets) at end of year	2017-12-31	$361
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$570,525
Contract administrator fees	2017-12-31	$11,958
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CHIAMPOU TRAVIS BESAW KERSHNER LLP
Accountancy firm EIN	2017-12-31	161468002
2016 : ADVANTAGE COMPANIES 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$675,408
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$79,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$70,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$284,849
Value of total assets at end of year	2016-12-31	$5,705,646
Value of total assets at beginning of year	2016-12-31	$5,109,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,614
Total interest from all sources	2016-12-31	$12,404
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$238,833
Participant contributions at end of year	2016-12-31	$85,613
Participant contributions at beginning of year	2016-12-31	$108,748
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$16,216
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,714
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$595,918
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,705,325
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,109,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,231,947
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,665,748
Interest on participant loans	2016-12-31	$6,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$387,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$314,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$314,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$5,844
Net investment gain/loss from pooled separate accounts	2016-12-31	$378,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$41,302
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$3,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$70,876
Contract administrator fees	2016-12-31	$8,614
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CHIAMPOU TRAVIS BESAW KERSHNER LLP
Accountancy firm EIN	2016-12-31	161468002
2015 : ADVANTAGE COMPANIES 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$344,140
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$327,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$325,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$300,195
Value of total assets at end of year	2015-12-31	$5,109,407
Value of total assets at beginning of year	2015-12-31	$5,092,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,840
Total interest from all sources	2015-12-31	$4,485
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$225,413
Participant contributions at end of year	2015-12-31	$108,748
Participant contributions at beginning of year	2015-12-31	$128,988
Participant contributions at end of year	2015-12-31	$16,216
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$34,490
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$17,040
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,109,407
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,092,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,665,748
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,963,379
Interest on participant loans	2015-12-31	$3,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$314,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,243
Net investment gain/loss from pooled separate accounts	2015-12-31	$39,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$40,292
Employer contributions (assets) at end of year	2015-12-31	$3,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$325,260
Contract administrator fees	2015-12-31	$1,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CHIAMPOU TRAVIS BESAW KERSHNER LLP
Accountancy firm EIN	2015-12-31	161468002

Form 5500 Responses for ADVANTAGE COMPANIES 401K PLAN

2021: ADVANTAGE COMPANIES 401K 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 – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: ADVANTAGE COMPANIES 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: ADVANTAGE COMPANIES 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: ADVANTAGE COMPANIES 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: ADVANTAGE COMPANIES 401K 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	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: ADVANTAGE COMPANIES 401K 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: ADVANTAGE COMPANIES 401K 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86300-1

Policy instance

Insurance contract or identification number	RM 86300-1
Number of Individuals Covered	177
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $30,172
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,123
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86300-1

Policy instance

Insurance contract or identification number	RM 86300-1
Number of Individuals Covered	197
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $26,985
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,282
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86300-1

Policy instance

Insurance contract or identification number	RM 86300-1
Number of Individuals Covered	213
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $24,427
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,871
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86300-1

Policy instance

Insurance contract or identification number	RM 86300-1
Number of Individuals Covered	197
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $22,374
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,940
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86300-1

Policy instance

Insurance contract or identification number	RM 86300-1
Number of Individuals Covered	115
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $21,996
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,255
Insurance broker organization code?	3
Insurance broker name	ANTHONY S TOMASULA

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 86300-1

Policy instance

Insurance contract or identification number	RM 86300-1
Number of Individuals Covered	97
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $32,126
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,787
Insurance broker organization code?	3
Insurance broker name	ANTHONY S TOMASULA

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

312311

Policy instance

Insurance contract or identification number	312311
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

ADVANTAGE COMPANIES 401K PLAN [EIN = 161444205]

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Company Name:	THE STEREO ADVANTAGE
Employer identification number (EIN):	161149967
NAIC Classification:	443142
NAIC Description:	Electronics Stores