401k Plan data: MARTINELLI & COMPANY, LLC 401K PLAN plan

MARTINELLI & COMPANY, LLC 401K PLAN 401k Plan overview

Plan Name	MARTINELLI & COMPANY, LLC 401K PLAN
Plan identification number	001

MARTINELLI & COMPANY, LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

MARTINELLI & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: MARTINELLI & COMPANY, LLC

Employer identification number (EIN): 200664525

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about MARTINELLI & COMPANY, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2004-02-13

Company Identification Number: 1441844

Legal Registered Office Address: 3140 EAST BROAD STREET
SUITE 100
COLUMBUS
United States of America (USA)
43209

More information about MARTINELLI & COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTINELLI & COMPANY, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 DAVID L MARTINELLI, ADM DAVID L. MARTINELLI, PRES 2018-11-13
001 2016-01-01 DAVID L MARTINELLI, ADM DAVID L. MARTINELLI, PRES 2017-10-17
001 2015-01-01 DAVID L MARTINELLI, ADM 2016-10-17 DAVID L. MARTINELLI, PRES 2016-10-17
001 2014-01-01 DAVID L MARTINELLI, ADM 2015-08-18 DAVID L. MARTINELLI, PRES 2015-08-18
001 2012-01-01 DAVID L MARTINELLI, ADM 2013-10-15 DAVID L. MARTINELLI, PRES 2013-10-15
001 2011-01-01 DAVID L. MARTINELLI,PRES 2012-10-15 DAVID L. MARTINELLI,PRES 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	DAVID L MARTINELLI, ADM		DAVID L. MARTINELLI, PRES	2018-11-13
001	2016-01-01	DAVID L MARTINELLI, ADM		DAVID L. MARTINELLI, PRES	2017-10-17
001	2015-01-01	DAVID L MARTINELLI, ADM	2016-10-17	DAVID L. MARTINELLI, PRES	2016-10-17
001	2014-01-01	DAVID L MARTINELLI, ADM	2015-08-18	DAVID L. MARTINELLI, PRES	2015-08-18
001	2012-01-01	DAVID L MARTINELLI, ADM	2013-10-15	DAVID L. MARTINELLI, PRES	2013-10-15
001	2011-01-01	DAVID L. MARTINELLI,PRES	2012-10-15	DAVID L. MARTINELLI,PRES	2012-10-15

Plan Statistics for MARTINELLI & COMPANY, LLC 401K PLAN

401k plan membership statisitcs for MARTINELLI & COMPANY, LLC 401K PLAN

Measure Date Value
2017: MARTINELLI & COMPANY, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARTINELLI & COMPANY, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARTINELLI & COMPANY, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARTINELLI & COMPANY, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: MARTINELLI & COMPANY, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: MARTINELLI & COMPANY, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4

Measure	Date	Value
2017: MARTINELLI & COMPANY, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARTINELLI & COMPANY, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARTINELLI & COMPANY, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARTINELLI & COMPANY, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: MARTINELLI & COMPANY, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: MARTINELLI & COMPANY, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4

Financial Data on MARTINELLI & COMPANY, LLC 401K PLAN

Measure	Date	Value
2017 : MARTINELLI & COMPANY, LLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$48,867
Expenses. Total of all expenses incurred	2017-12-31	$7,361
Benefits paid (including direct rollovers)	2017-12-31	$4,378
Total plan assets at end of year	2017-12-31	$435,622
Total plan assets at beginning of year	2017-12-31	$394,116
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$5,744
Other income received	2017-12-31	$43,123
Net income (gross income less expenses)	2017-12-31	$41,506
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$435,622
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$394,116
Assets. Value of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,983
2016 : MARTINELLI & COMPANY, LLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$35,159
Expenses. Total of all expenses incurred	2016-12-31	$3,793
Benefits paid (including direct rollovers)	2016-12-31	$3,793
Total plan assets at end of year	2016-12-31	$394,116
Total plan assets at beginning of year	2016-12-31	$362,750
Value of fidelity bond covering the plan	2016-12-31	$40,000
Total contributions received or receivable from participants	2016-12-31	$9,336
Other income received	2016-12-31	$25,823
Net income (gross income less expenses)	2016-12-31	$31,366
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$394,116
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$362,750
Assets. Value of participant loans	2016-12-31	$3,191
2015 : MARTINELLI & COMPANY, LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-14,539
Total plan assets at end of year	2015-12-31	$362,750
Total plan assets at beginning of year	2015-12-31	$377,289
Value of fidelity bond covering the plan	2015-12-31	$40,000
Total contributions received or receivable from participants	2015-12-31	$8,814
Other income received	2015-12-31	$-23,353
Net income (gross income less expenses)	2015-12-31	$-14,539
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$362,750
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$377,289
Assets. Value of participant loans	2015-12-31	$6,816
2014 : MARTINELLI & COMPANY, LLC 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$10,230
Total income from all sources	2014-12-31	$36,966
Expenses. Total of all expenses incurred	2014-12-31	$2,427
Total plan assets at end of year	2014-12-31	$377,289
Total plan assets at beginning of year	2014-12-31	$332,520
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$8,015
Expenses. Other expenses not covered elsewhere	2014-12-31	$46
Other income received	2014-12-31	$28,951
Net income (gross income less expenses)	2014-12-31	$34,539
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$377,289
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$332,520
Assets. Value of participant loans	2014-12-31	$10,230
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,381
2012 : MARTINELLI & COMPANY, LLC 401K PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$5,265
Total income from all sources	2012-12-31	$49,079
Total plan assets at end of year	2012-12-31	$556,408
Total plan assets at beginning of year	2012-12-31	$507,329
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$5,265
Other income received	2012-12-31	$43,814
Net income (gross income less expenses)	2012-12-31	$49,079
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$556,408
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$507,329
Assets. Value of participant loans	2012-12-31	$16,475
2011 : MARTINELLI & COMPANY, LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$28,678
Total plan assets at end of year	2011-12-31	$507,329
Total plan assets at beginning of year	2011-12-31	$478,651
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$5,656
Other income received	2011-12-31	$23,022
Net income (gross income less expenses)	2011-12-31	$28,678
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$507,329
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$478,651
2010 : MARTINELLI & COMPANY, LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$52,769
Total plan assets at end of year	2010-12-31	$478,651
Total plan assets at beginning of year	2010-12-31	$425,882
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$3,956
Other income received	2010-12-31	$48,813
Net income (gross income less expenses)	2010-12-31	$52,769
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$478,651
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$425,882
Assets. Value of participant loans	2010-12-31	$14,133

Form 5500 Responses for MARTINELLI & COMPANY, LLC 401K PLAN

2017: MARTINELLI & COMPANY, LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARTINELLI & COMPANY, LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARTINELLI & COMPANY, LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARTINELLI & COMPANY, LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: MARTINELLI & COMPANY, LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARTINELLI & COMPANY, LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MARTINELLI & COMPANY 401K PLAN [EIN = 311086810]

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Company Name:	MARTINELLI & COMPANY, LLC
Employer identification number (EIN):	200664525
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2004-02-13
Company Identification Number:	1441844
Legal Registered Office Address:	3140 EAST BROAD STREET SUITE 100 COLUMBUS United States of America (USA) 43209