?>
Logo

CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.

401k Sponsoring company profile

CONCENTRIC MARKETING, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONCENTRIC MARKETING, INC.
Employer identification number (EIN):383581127
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN

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
0012018-01-01JEFFREY MAKELIM
0012017-01-01JEFFREY MAKELIM
0012016-01-01JEFFREY MAKELIM
0012015-01-01JEFFREY MAKELIM
0012014-01-01JEFFREY MAKELIM

Plan Statistics for CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-48,307
Expenses. Total of all expenses incurred2022-12-31$7,389
Total plan assets at end of year2022-12-31$651,142
Total plan assets at beginning of year2022-12-31$706,838
Value of fidelity bond covering the plan2022-12-31$70,684
Total contributions received or receivable from participants2022-12-31$27,000
Other income received2022-12-31$-115,807
Net income (gross income less expenses)2022-12-31$-55,696
Net plan assets at end of year (total assets less liabilities)2022-12-31$651,142
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$706,838
Total contributions received or receivable from employer(s)2022-12-31$40,500
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,389
2021 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$150,750
Expenses. Total of all expenses incurred2021-12-31$7,171
Total plan assets at end of year2021-12-31$706,838
Total plan assets at beginning of year2021-12-31$563,259
Value of fidelity bond covering the plan2021-12-31$56,326
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$86,250
Net income (gross income less expenses)2021-12-31$143,579
Net plan assets at end of year (total assets less liabilities)2021-12-31$706,838
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$563,259
Total contributions received or receivable from employer(s)2021-12-31$38,500
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,171
2020 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$129,989
Expenses. Total of all expenses incurred2020-12-31$5,111
Total plan assets at end of year2020-12-31$563,259
Total plan assets at beginning of year2020-12-31$438,381
Value of fidelity bond covering the plan2020-12-31$56,326
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$66,489
Net income (gross income less expenses)2020-12-31$124,878
Net plan assets at end of year (total assets less liabilities)2020-12-31$563,259
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$438,381
Total contributions received or receivable from employer(s)2020-12-31$37,500
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,111
2019 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$127,791
Expenses. Total of all expenses incurred2019-12-31$4,189
Total plan assets at end of year2019-12-31$438,381
Total plan assets at beginning of year2019-12-31$314,779
Value of fidelity bond covering the plan2019-12-31$43,838
Total contributions received or receivable from participants2019-12-31$24,000
Other income received2019-12-31$66,791
Net income (gross income less expenses)2019-12-31$123,602
Net plan assets at end of year (total assets less liabilities)2019-12-31$438,381
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$314,779
Total contributions received or receivable from employer(s)2019-12-31$37,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,189
2018 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$46,523
Expenses. Total of all expenses incurred2018-12-31$3,253
Total plan assets at end of year2018-12-31$314,779
Total plan assets at beginning of year2018-12-31$271,509
Value of fidelity bond covering the plan2018-12-31$40,000
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$-14,477
Net income (gross income less expenses)2018-12-31$43,270
Net plan assets at end of year (total assets less liabilities)2018-12-31$314,779
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$271,509
Total contributions received or receivable from employer(s)2018-12-31$36,500
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,253
2017 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$99,712
Expenses. Total of all expenses incurred2017-12-31$1,931
Total plan assets at end of year2017-12-31$271,509
Total plan assets at beginning of year2017-12-31$173,728
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$39,712
Net income (gross income less expenses)2017-12-31$97,781
Net plan assets at end of year (total assets less liabilities)2017-12-31$271,509
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$173,728
Total contributions received or receivable from employer(s)2017-12-31$36,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,931
2016 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$63,294
Expenses. Total of all expenses incurred2016-12-31$1,354
Total plan assets at end of year2016-12-31$173,728
Total plan assets at beginning of year2016-12-31$111,788
Value of fidelity bond covering the plan2016-12-31$13,000
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$4,794
Net income (gross income less expenses)2016-12-31$61,940
Net plan assets at end of year (total assets less liabilities)2016-12-31$173,728
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$111,788
Total contributions received or receivable from employer(s)2016-12-31$34,500
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,354
2015 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$55,264
Expenses. Total of all expenses incurred2015-12-31$644
Total plan assets at end of year2015-12-31$111,788
Total plan assets at beginning of year2015-12-31$57,168
Value of fidelity bond covering the plan2015-12-31$13,000
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-3,236
Net income (gross income less expenses)2015-12-31$54,620
Net plan assets at end of year (total assets less liabilities)2015-12-31$111,788
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$57,168
Total contributions received or receivable from employer(s)2015-12-31$34,500
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$644
2014 : CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$57,273
Expenses. Total of all expenses incurred2014-12-31$105
Total plan assets at end of year2014-12-31$57,168
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$13,000
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$-227
Net income (gross income less expenses)2014-12-31$57,168
Net plan assets at end of year (total assets less liabilities)2014-12-31$57,168
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$34,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$105

Form 5500 Responses for CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN

2022: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 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: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 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: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONCENTRIC MARKETING, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3