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IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameIMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

IMMEDIATE MAILING SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:IMMEDIATE MAILING SERVICES, INC.
Employer identification number (EIN):161313143
NAIC Classification:323100

Additional information about IMMEDIATE MAILING SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1987-10-29
Company Identification Number: 1212922
Legal Registered Office Address: 245 COMMERCE BOULEVARD
Onondaga
LIVERPOOL
United States of America (USA)
13088

More information about IMMEDIATE MAILING SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EMILY CHWALEK
0012016-01-01ALLISON PARKER ALLISON PARKER2017-10-12
0012015-01-01KEVIN KELLY
0012014-01-01KEVIN KELLY
0012013-01-01KEVIN KELLY KEVIN KELLY2014-10-14
0012012-01-01KEVIN KELLY KEVIN KELLY2013-10-14
0012011-01-01KEVIN KELLY KEVIN KELLY2012-10-15
0012009-01-01KEVIN KELLY JOHN MASHIA2010-10-14

Plan Statistics for IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01191
Total number of active participants reported on line 7a of the Form 55002022-01-01171
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01189
Number of participants with account balances2022-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01178
Total number of active participants reported on line 7a of the Form 55002021-01-01173
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01189
Number of participants with account balances2021-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01178
Number of participants with account balances2020-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01170
Number of participants with account balances2019-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01210
Number of participants with account balances2017-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01177
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01204
Number of participants with account balances2016-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01181
Total number of active participants reported on line 7a of the Form 55002015-01-01177
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01242
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01208
Number of participants with account balances2014-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01289
Total number of active participants reported on line 7a of the Form 55002013-01-01213
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01242
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01224
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01289
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01237
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01247
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01176
Total number of active participants reported on line 7a of the Form 55002009-01-01110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01116
Total participants2009-01-01116
Number of participants with account balances2009-01-0140

Financial Data on IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-348,991
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$224,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$173,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$622,950
Value of total assets at end of year2022-12-31$5,189,665
Value of total assets at beginning of year2022-12-31$5,763,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,778
Total interest from all sources2022-12-31$9,884
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$121,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$121,752
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$374,825
Participant contributions at end of year2022-12-31$229,519
Participant contributions at beginning of year2022-12-31$228,429
Participant contributions at end of year2022-12-31$10,515
Participant contributions at beginning of year2022-12-31$12,451
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$89,088
Administrative expenses (other) incurred2022-12-31$846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-573,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,189,665
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,763,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,039,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,614,092
Interest on participant loans2022-12-31$9,884
Value of interest in common/collective trusts at end of year2022-12-31$905,298
Value of interest in common/collective trusts at beginning of year2022-12-31$902,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-952,734
Net investment gain or loss from common/collective trusts2022-12-31$-150,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$159,037
Employer contributions (assets) at end of year2022-12-31$5,311
Employer contributions (assets) at beginning of year2022-12-31$5,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$173,025
Contract administrator fees2022-12-31$6,905
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2022-12-31330996661
2021 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,196,229
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$261,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$208,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$492,487
Value of total assets at end of year2021-12-31$5,763,459
Value of total assets at beginning of year2021-12-31$4,828,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,820
Total interest from all sources2021-12-31$8,028
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$153,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$153,106
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$348,755
Participant contributions at end of year2021-12-31$228,429
Participant contributions at beginning of year2021-12-31$123,831
Participant contributions at end of year2021-12-31$12,451
Participant contributions at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$935,160
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,763,459
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,828,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$45,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,614,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,009,223
Interest on participant loans2021-12-31$8,028
Value of interest in common/collective trusts at end of year2021-12-31$902,847
Value of interest in common/collective trusts at beginning of year2021-12-31$675,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$453,427
Net investment gain or loss from common/collective trusts2021-12-31$89,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$143,732
Employer contributions (assets) at end of year2021-12-31$5,640
Employer contributions (assets) at beginning of year2021-12-31$19,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$208,249
Contract administrator fees2021-12-31$6,428
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2021-12-31330996661
2020 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,140,385
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$146,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$100,047
Expenses. Certain deemed distributions of participant loans2020-12-31$4,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$518,849
Value of total assets at end of year2020-12-31$4,828,299
Value of total assets at beginning of year2020-12-31$3,834,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,336
Total interest from all sources2020-12-31$5,971
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$95,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$95,702
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$310,962
Participant contributions at end of year2020-12-31$123,831
Participant contributions at beginning of year2020-12-31$93,057
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$9,279
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$55,774
Other income not declared elsewhere2020-12-31$965
Administrative expenses (other) incurred2020-12-31$2,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$993,641
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,828,299
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,834,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$32,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,009,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,226,153
Income. Interest from loans (other than to participants)2020-12-31$5,508
Value of interest in common/collective trusts at end of year2020-12-31$675,999
Value of interest in common/collective trusts at beginning of year2020-12-31$502,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$392,320
Net investment gain or loss from common/collective trusts2020-12-31$126,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$152,113
Employer contributions (assets) at end of year2020-12-31$19,246
Employer contributions (assets) at beginning of year2020-12-31$4,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$100,047
Contract administrator fees2020-12-31$7,050
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2020-12-31330996661
2019 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,093,783
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$155,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$117,892
Expenses. Certain deemed distributions of participant loans2019-12-31$2,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$395,911
Value of total assets at end of year2019-12-31$3,834,658
Value of total assets at beginning of year2019-12-31$2,896,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,962
Total interest from all sources2019-12-31$5,083
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$104,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$104,844
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$234,191
Participant contributions at end of year2019-12-31$93,057
Participant contributions at beginning of year2019-12-31$86,632
Participant contributions at end of year2019-12-31$9,279
Participant contributions at beginning of year2019-12-31$26
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,693
Administrative expenses (other) incurred2019-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$938,127
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,834,658
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,896,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,226,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,460,925
Interest on participant loans2019-12-31$5,083
Value of interest in common/collective trusts at end of year2019-12-31$502,011
Value of interest in common/collective trusts at beginning of year2019-12-31$348,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$587,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$118,027
Employer contributions (assets) at end of year2019-12-31$4,158
Employer contributions (assets) at beginning of year2019-12-31$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$117,892
Contract administrator fees2019-12-31$5,088
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2019-12-31330996661
2018 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$114,879
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$164,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$115,220
Value of total corrective distributions2018-12-31$17,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$326,353
Value of total assets at end of year2018-12-31$2,896,531
Value of total assets at beginning of year2018-12-31$2,946,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,770
Total interest from all sources2018-12-31$4,534
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$57,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$57,421
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$227,703
Participant contributions at end of year2018-12-31$86,632
Participant contributions at beginning of year2018-12-31$81,003
Participant contributions at end of year2018-12-31$26
Participant contributions at beginning of year2018-12-31$6,280
Administrative expenses (other) incurred2018-12-31$26,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-49,843
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,896,531
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,946,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,460,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,701,123
Interest on participant loans2018-12-31$4,534
Value of interest in common/collective trusts at end of year2018-12-31$348,921
Value of interest in common/collective trusts at beginning of year2018-12-31$156,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-273,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$98,650
Employer contributions (assets) at end of year2018-12-31$27
Employer contributions (assets) at beginning of year2018-12-31$1,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$115,220
Contract administrator fees2018-12-31$5,747
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2018-12-31330996661
2017 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$0
Total income from all sources (including contributions)2017-12-31$784,708
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$280,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$256,317
Expenses. Certain deemed distributions of participant loans2017-12-31$8,516
Value of total corrective distributions2017-12-31$3,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$367,481
Value of total assets at end of year2017-12-31$2,946,374
Value of total assets at beginning of year2017-12-31$2,442,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,785
Total interest from all sources2017-12-31$6,038
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$62,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$62,936
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$201,251
Participant contributions at end of year2017-12-31$81,003
Participant contributions at beginning of year2017-12-31$138,386
Participant contributions at end of year2017-12-31$6,280
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$108,065
Administrative expenses (other) incurred2017-12-31$12,785
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$5,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$504,060
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,946,374
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,442,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,701,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,298,308
Interest on participant loans2017-12-31$6,038
Value of interest in common/collective trusts at end of year2017-12-31$156,091
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,921
Net investment gain/loss from pooled separate accounts2017-12-31$342,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$58,165
Employer contributions (assets) at end of year2017-12-31$1,877
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$256,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2017-12-31330996661
2016 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$371,264
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$323,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$291,784
Value of total corrective distributions2016-12-31$21,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$224,000
Value of total assets at end of year2016-12-31$2,442,314
Value of total assets at beginning of year2016-12-31$2,394,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,792
Total interest from all sources2016-12-31$7,370
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$9,792
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$174,037
Participant contributions at end of year2016-12-31$138,386
Participant contributions at beginning of year2016-12-31$121,743
Total non interest bearing cash at end of year2016-12-31$5,620
Total non interest bearing cash at beginning of year2016-12-31$2,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$48,205
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,442,314
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,394,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,298,308
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,267,434
Interest on participant loans2016-12-31$7,370
Net investment gain/loss from pooled separate accounts2016-12-31$139,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$49,963
Employer contributions (assets) at beginning of year2016-12-31$2,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$291,784
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2016-12-31330996661
2015 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$263,918
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$97,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,346
Value of total corrective distributions2015-12-31$42,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$303,325
Value of total assets at end of year2015-12-31$2,394,109
Value of total assets at beginning of year2015-12-31$2,227,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,550
Total interest from all sources2015-12-31$6,010
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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,715
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$233,865
Participant contributions at end of year2015-12-31$121,743
Participant contributions at beginning of year2015-12-31$108,789
Participant contributions at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$2,323
Total non interest bearing cash at beginning of year2015-12-31$2,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$166,469
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,394,109
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,227,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,267,434
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,114,144
Income. Interest from loans (other than to participants)2015-12-31$6,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-45,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$69,460
Employer contributions (assets) at end of year2015-12-31$2,609
Employer contributions (assets) at beginning of year2015-12-31$2,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$45,346
Contract administrator fees2015-12-31$1,835
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DANNIBLE AND MCKEE, LLP
Accountancy firm EIN2015-12-31330996661
2014 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,525
Total income from all sources (including contributions)2014-12-31$400,657
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$153,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$145,159
Value of total corrective distributions2014-12-31$234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$325,329
Value of total assets at end of year2014-12-31$2,227,640
Value of total assets at beginning of year2014-12-31$2,010,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,181
Total interest from all sources2014-12-31$4,968
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$7,006
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$234,372
Participant contributions at end of year2014-12-31$108,789
Participant contributions at beginning of year2014-12-31$60,975
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$29,525
Total non interest bearing cash at end of year2014-12-31$2,098
Total non interest bearing cash at beginning of year2014-12-31$5,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$247,083
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,227,640
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,980,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$2,114,144
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,943,765
Interest on participant loans2014-12-31$4,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$70,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$90,474
Employer contributions (assets) at end of year2014-12-31$2,609
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$145,159
Contract administrator fees2014-12-31$1,175
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DANNIBLE AND MCKEE, LLP
Accountancy firm EIN2014-12-31330996661
2013 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$65,129
Total income from all sources (including contributions)2013-12-31$544,834
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$53,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$39,469
Value of total corrective distributions2013-12-31$6,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$253,431
Value of total assets at end of year2013-12-31$2,010,082
Value of total assets at beginning of year2013-12-31$1,553,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,317
Total interest from all sources2013-12-31$2,903
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,917
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$178,065
Participant contributions at end of year2013-12-31$60,975
Participant contributions at beginning of year2013-12-31$35,012
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$5,296
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$61,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$29,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$65,129
Total non interest bearing cash at end of year2013-12-31$5,342
Total non interest bearing cash at beginning of year2013-12-31$11,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$491,799
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,980,557
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,488,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$1,943,765
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,499,767
Interest on participant loans2013-12-31$2,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$288,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,696
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$39,469
Contract administrator fees2013-12-31$1,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2013-12-31330996661
2012 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$65,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$55,041
Total income from all sources (including contributions)2012-12-31$417,315
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$83,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$44,021
Expenses. Certain deemed distributions of participant loans2012-12-31$961
Value of total corrective distributions2012-12-31$33,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$246,182
Value of total assets at end of year2012-12-31$1,553,887
Value of total assets at beginning of year2012-12-31$1,209,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,354
Total interest from all sources2012-12-31$1,622
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,654
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$196,864
Participant contributions at end of year2012-12-31$35,012
Participant contributions at beginning of year2012-12-31$29,285
Participant contributions at end of year2012-12-31$5,296
Participant contributions at beginning of year2012-12-31$2,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$65,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$55,041
Total non interest bearing cash at end of year2012-12-31$11,816
Total non interest bearing cash at beginning of year2012-12-31$1,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$333,979
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,488,758
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,154,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$1,499,767
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,168,199
Interest on participant loans2012-12-31$1,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$169,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$49,318
Employer contributions (assets) at end of year2012-12-31$1,996
Employer contributions (assets) at beginning of year2012-12-31$8,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$44,021
Contract administrator fees2012-12-31$700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2012-12-31330996661
2011 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$55,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,994
Total income from all sources (including contributions)2011-12-31$208,395
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$154,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$116,304
Value of total corrective distributions2011-12-31$33,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$250,967
Value of total assets at end of year2011-12-31$1,209,820
Value of total assets at beginning of year2011-12-31$1,122,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,061
Total interest from all sources2011-12-31$1,362
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,275
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$125,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$201,420
Participant contributions at end of year2011-12-31$29,285
Participant contributions at beginning of year2011-12-31$27,416
Participant contributions at end of year2011-12-31$2,226
Participant contributions at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$55,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$21,994
Total non interest bearing cash at end of year2011-12-31$1,191
Total non interest bearing cash at beginning of year2011-12-31$839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$53,983
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,154,779
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,100,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$1,168,199
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,094,535
Interest on participant loans2011-12-31$1,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-43,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$49,547
Employer contributions (assets) at end of year2011-12-31$8,919
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$116,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2011-12-31330996661
2010 : IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,994
Total income from all sources (including contributions)2010-12-31$366,340
Total of all expenses incurred2010-12-31$318,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$293,396
Value of total corrective distributions2010-12-31$21,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$214,594
Value of total assets at end of year2010-12-31$1,122,790
Value of total assets at beginning of year2010-12-31$1,052,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,716
Total interest from all sources2010-12-31$1,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$125,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$173,382
Participant contributions at end of year2010-12-31$27,416
Participant contributions at beginning of year2010-12-31$32,712
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$18,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$21,994
Total non interest bearing cash at end of year2010-12-31$839
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$48,234
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,100,796
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,052,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$562,183
Value of interest in pooled separate accounts at end of year2010-12-31$1,094,535
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$1,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$437,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$437,837
Net investment gain/loss from pooled separate accounts2010-12-31$150,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$41,212
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$293,396
Contract administrator fees2010-12-31$2,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DANNIBLE & MCKEE, LLP
Accountancy firm EIN2010-12-31330996661

Form 5500 Responses for IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

2022: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 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
2017: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IMMEDIATE MAILING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84926
Policy instance 1
Insurance contract or identification number84926
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,929
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees8309
Additional information about fees paid to insurance brokerBROKER COMMISION
Insurance broker organization code?4
Insurance broker nameYANULIS & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84926
Policy instance 1
Insurance contract or identification number84926
Number of Individuals Covered81
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,924
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees8089
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Insurance broker nameYANULIS & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84926
Policy instance 1
Insurance contract or identification number84926
Number of Individuals Covered86
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,197
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees8022
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Insurance broker nameYANULIS & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84926
Policy instance 1
Insurance contract or identification number84926
Number of Individuals Covered92
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,723
Total amount of fees paid to insurance companyUSD $1,483
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,723
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees1400
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84926
Policy instance 1
Insurance contract or identification number84926
Number of Individuals Covered140
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,710
Total amount of fees paid to insurance companyUSD $828
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,710
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees715
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number84926
Policy instance 1
Insurance contract or identification number84926
Number of Individuals Covered144
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,002
Total amount of fees paid to insurance companyUSD $1,300
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number
Policy instance 1
Number of Individuals Covered148
Insurance policy start date2010-05-21
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,704
Total amount of fees paid to insurance companyUSD $545
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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