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MARKETING DRIVE, LLC 401(K) PLAN 401k Plan overview

Plan NameMARKETING DRIVE, LLC 401(K) PLAN
Plan identification number 001

MARKETING DRIVE, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MARKETING DRIVE, LLC has sponsored the creation of one or more 401k plans.

Company Name:MARKETING DRIVE, LLC
Employer identification number (EIN):208823637
NAIC Classification:541800

Additional information about MARKETING DRIVE, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-01-20
Company Identification Number: 0802373993
Legal Registered Office Address: 1999 BRYAN ST STE 900

DALLAS
United States of America (USA)
75201

More information about MARKETING DRIVE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKETING DRIVE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01BRIAN COHEN2019-10-14
0012017-01-01MICHAEL DILL2017-10-10
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01VINCENT PARRINELLO
0012011-01-01VINCENT PARRINELLO
0012009-01-01VINCENT A PARRINELLO

Plan Statistics for MARKETING DRIVE, LLC 401(K) PLAN

401k plan membership statisitcs for MARKETING DRIVE, LLC 401(K) PLAN

Measure Date Value
2018: MARKETING DRIVE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01378
Number of other retired or separated participants entitled to future benefits2018-01-01168
Total of all active and inactive participants2018-01-01546
Total participants2018-01-01546
Number of participants with account balances2018-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: MARKETING DRIVE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01359
Total number of active participants reported on line 7a of the Form 55002017-01-01317
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01132
Total of all active and inactive participants2017-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01449
Number of participants with account balances2017-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARKETING DRIVE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01391
Total number of active participants reported on line 7a of the Form 55002016-01-01264
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01377
Number of participants with account balances2016-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: MARKETING DRIVE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-0166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01126
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARKETING DRIVE, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01164
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01144
Number of participants with account balances2014-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARKETING DRIVE, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01172
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01147
Total participants2013-01-01147
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARKETING DRIVE, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01174
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01150
Total participants2012-01-01150
Number of participants with account balances2012-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARKETING DRIVE, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01182
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01168
Number of participants with account balances2011-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MARKETING DRIVE, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01174
Total participants2009-01-01174
Number of participants with account balances2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARKETING DRIVE, LLC 401(K) PLAN

Measure Date Value
2018 : MARKETING DRIVE, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$760,813
Total of all expenses incurred2018-12-31$2,728,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,722,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,870,544
Value of total assets at end of year2018-12-31$14,434,744
Value of total assets at beginning of year2018-12-31$16,402,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,595
Total interest from all sources2018-12-31$14,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,765
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$800,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,115,181
Participant contributions at end of year2018-12-31$165,405
Participant contributions at beginning of year2018-12-31$174,175
Participant contributions at end of year2018-12-31$36,916
Participant contributions at beginning of year2018-12-31$43,979
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$188,656
Administrative expenses (other) incurred2018-12-31$260
Total non interest bearing cash at end of year2018-12-31$16,048
Total non interest bearing cash at beginning of year2018-12-31$15,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,967,466
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,434,744
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,402,210
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
Investment advisory and management fees2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$14,197,597
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,146,116
Interest on participant loans2018-12-31$14,392
Net investment gain/loss from pooled separate accounts2018-12-31$-1,124,123
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$566,707
Employer contributions (assets) at end of year2018-12-31$18,778
Employer contributions (assets) at beginning of year2018-12-31$22,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,722,684
Contract administrator fees2018-12-31$1,570
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 name2018-12-31VRAKAS S.C
Accountancy firm EIN2018-12-31391453055
2017 : MARKETING DRIVE, LLC 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$6,808
Total income from all sources (including contributions)2017-12-31$6,465,609
Total of all expenses incurred2017-12-31$1,665,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,617,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,016,084
Value of total assets at end of year2017-12-31$16,402,210
Value of total assets at beginning of year2017-12-31$11,595,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,959
Total interest from all sources2017-12-31$7,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,110
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$800,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,357,750
Participant contributions at end of year2017-12-31$174,175
Participant contributions at beginning of year2017-12-31$92,085
Participant contributions at end of year2017-12-31$43,979
Participant contributions at beginning of year2017-12-31$33,277
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,982,829
Administrative expenses (other) incurred2017-12-31$827
Total non interest bearing cash at end of year2017-12-31$15,858
Total non interest bearing cash at beginning of year2017-12-31$4,517
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$4,800,114
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,402,210
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,595,288
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
Investment advisory and management fees2017-12-31$41,591
Value of interest in pooled separate accounts at end of year2017-12-31$16,146,116
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,444,676
Interest on participant loans2017-12-31$7,548
Net investment gain/loss from pooled separate accounts2017-12-31$2,441,977
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$675,505
Employer contributions (assets) at end of year2017-12-31$22,082
Employer contributions (assets) at beginning of year2017-12-31$20,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,617,536
Contract administrator fees2017-12-31$1,431
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 name2017-12-31HOCHFLEDER & WEBER, S.C.
Accountancy firm EIN2017-12-31363088257
2016 : MARKETING DRIVE, LLC 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$4,045,163
Total income from all sources (including contributions)2016-12-31$2,572,782
Total of all expenses incurred2016-12-31$1,528,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,491,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,838,383
Value of total assets at end of year2016-12-31$11,595,288
Value of total assets at beginning of year2016-12-31$6,505,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,777
Total interest from all sources2016-12-31$2,685
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$3,072
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 period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$966,413
Participant contributions at end of year2016-12-31$92,085
Participant contributions at end of year2016-12-31$33,277
Participant contributions at beginning of year2016-12-31$12,922
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$327,521
Administrative expenses (other) incurred2016-12-31$846
Total non interest bearing cash at end of year2016-12-31$4,517
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$1,044,524
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,595,288
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,505,601
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
Investment advisory and management fees2016-12-31$32,669
Value of interest in pooled separate accounts at end of year2016-12-31$11,444,676
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,484,467
Interest on participant loans2016-12-31$2,685
Net investment gain/loss from pooled separate accounts2016-12-31$731,714
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$544,449
Employer contributions (assets) at end of year2016-12-31$20,733
Employer contributions (assets) at beginning of year2016-12-31$8,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,491,481
Contract administrator fees2016-12-31$190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2016-12-31363088257
2015 : MARKETING DRIVE, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$757,688
Total of all expenses incurred2015-12-31$1,951,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,921,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$806,643
Value of total assets at end of year2015-12-31$6,505,601
Value of total assets at beginning of year2015-12-31$7,699,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,023
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$3,446
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$447,525
Participant contributions at end of year2015-12-31$12,922
Participant contributions at beginning of year2015-12-31$13,264
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$115,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,193,872
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,505,601
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,699,473
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
Investment advisory and management fees2015-12-31$25,800
Value of interest in pooled separate accounts at end of year2015-12-31$6,484,467
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,678,664
Net investment gain/loss from pooled separate accounts2015-12-31$-48,955
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$243,646
Employer contributions (assets) at end of year2015-12-31$8,212
Employer contributions (assets) at beginning of year2015-12-31$7,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,921,537
Contract administrator fees2015-12-31$777
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 name2015-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2015-12-31363088257
2014 : MARKETING DRIVE, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,190,391
Total of all expenses incurred2014-12-31$910,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$881,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$802,097
Value of total assets at end of year2014-12-31$7,699,473
Value of total assets at beginning of year2014-12-31$7,419,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,778
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$1,896
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$490,609
Participant contributions at end of year2014-12-31$13,264
Participant contributions at beginning of year2014-12-31$17,631
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,606
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$279,783
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,699,473
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,419,690
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
Investment advisory and management fees2014-12-31$26,882
Value of interest in pooled separate accounts at end of year2014-12-31$7,678,664
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,390,716
Net investment gain/loss from pooled separate accounts2014-12-31$388,294
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$277,882
Employer contributions (assets) at end of year2014-12-31$7,545
Employer contributions (assets) at beginning of year2014-12-31$11,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$881,830
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 name2014-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2014-12-31363088257
2013 : MARKETING DRIVE, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,332,980
Total of all expenses incurred2013-12-31$1,042,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,012,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,034,992
Value of total assets at end of year2013-12-31$7,419,690
Value of total assets at beginning of year2013-12-31$6,129,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$583,753
Participant contributions at end of year2013-12-31$17,631
Participant contributions at beginning of year2013-12-31$19,742
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$147,226
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$1,290,574
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,419,690
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,129,116
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
Investment advisory and management fees2013-12-31$24,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,096,838
Value of interest in pooled separate accounts at end of year2013-12-31$7,390,716
Net investment gain/loss from pooled separate accounts2013-12-31$1,297,988
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$304,013
Employer contributions (assets) at end of year2013-12-31$11,343
Employer contributions (assets) at beginning of year2013-12-31$12,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,012,629
Contract administrator fees2013-12-31$5,137
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 name2013-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2013-12-31363088257
2012 : MARKETING DRIVE, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,992,639
Total of all expenses incurred2012-12-31$850,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$845,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,221,104
Value of total assets at end of year2012-12-31$6,129,116
Value of total assets at beginning of year2012-12-31$4,986,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$651,665
Participant contributions at end of year2012-12-31$19,742
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$169,902
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$1,142,160
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,129,116
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,986,956
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
Investment advisory and management fees2012-12-31$567
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,096,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,986,956
Net investment gain/loss from pooled separate accounts2012-12-31$771,535
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$399,537
Employer contributions (assets) at end of year2012-12-31$12,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$845,558
Contract administrator fees2012-12-31$4,354
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 name2012-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2012-12-31363088257
2011 : MARKETING DRIVE, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,226,509
Total of all expenses incurred2011-12-31$816,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$812,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,391,295
Value of total assets at end of year2011-12-31$4,986,956
Value of total assets at beginning of year2011-12-31$4,576,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$723,953
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$269,322
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$409,970
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,986,956
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,576,986
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$431
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,986,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,576,986
Net investment gain/loss from pooled separate accounts2011-12-31$-164,786
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$398,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$812,078
Contract administrator fees2011-12-31$4,030
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 name2011-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2011-12-31363088257
2010 : MARKETING DRIVE, LLC 401(K) PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$178,585
Total income from all sources (including contributions)2010-12-31$1,680,283
Total of all expenses incurred2010-12-31$306,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$301,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,213,782
Value of total assets at end of year2010-12-31$4,576,986
Value of total assets at beginning of year2010-12-31$3,024,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,785
Total interest from all sources2010-12-31$1,099
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$730,049
Participant contributions at beginning of year2010-12-31$77,127
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$89,640
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$1,373,679
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,576,986
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,024,722
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$4,576,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,675,123
Interest earned on other investments2010-12-31$1,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$223,311
Net investment gain/loss from pooled separate accounts2010-12-31$465,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$394,093
Employer contributions (assets) at beginning of year2010-12-31$49,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$301,819
Contract administrator fees2010-12-31$4,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2010-12-31363088257

Form 5500 Responses for MARKETING DRIVE, LLC 401(K) PLAN

2018: MARKETING DRIVE, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARKETING DRIVE, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARKETING DRIVE, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: MARKETING DRIVE, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MARKETING DRIVE, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: MARKETING DRIVE, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: MARKETING DRIVE, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: MARKETING DRIVE, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: MARKETING DRIVE, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95165
Policy instance 1
Insurance contract or identification number95165
Number of Individuals Covered368
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $21,316
Amount paid for insurance broker fees21316
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95165
Policy instance 1
Insurance contract or identification number95165
Number of Individuals Covered352
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $13,366

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