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ENGLEWOOD MARKETING GROUP 401(K) PLAN 401k Plan overview

Plan NameENGLEWOOD MARKETING GROUP 401(K) PLAN
Plan identification number 001

ENGLEWOOD MARKETING GROUP 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:ENGLEWOOD MARKETING GROUP, INC.
Employer identification number (EIN):391846432
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about ENGLEWOOD MARKETING GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-12-27
Company Identification Number: 0800915740
Legal Registered Office Address: 1471 PARTNERSHIP RD

GREEN BAY
United States of America (USA)
54304

More information about ENGLEWOOD MARKETING GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENGLEWOOD MARKETING GROUP 401(K) 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
0012018-01-01SCOTT LUEDKE
0012017-01-01SCOTT LUEDKE
0012016-01-01SCOTT LUEDKE
0012015-01-01SCOTT LUEDKE2016-02-29
0012014-01-01SCOTT M. LUEDKE2015-07-28
0012013-01-01SCOTT M. LUEDKE2014-06-25
0012012-01-01SCOTT M. LUEDKE2013-05-02
0012011-01-01SCOTT M. LUEDKE2012-06-15
0012010-01-01SCOTT M. LUEDKE2011-05-20

Plan Statistics for ENGLEWOOD MARKETING GROUP 401(K) PLAN

401k plan membership statisitcs for ENGLEWOOD MARKETING GROUP 401(K) PLAN

Measure Date Value
2022: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01248
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01216
Number of participants with account balances2022-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01171
Total number of active participants reported on line 7a of the Form 55002021-01-01147
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01198
Total participants2021-01-01396
Number of participants with account balances2021-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-01133
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01160
Number of participants with account balances2020-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01164
Total number of active participants reported on line 7a of the Form 55002019-01-01133
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01154
Number of participants with account balances2019-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01126
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01140
Number of participants with account balances2017-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01123
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01133
Number of participants with account balances2016-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014

Financial Data on ENGLEWOOD MARKETING GROUP 401(K) PLAN

Measure Date Value
2022 : ENGLEWOOD MARKETING GROUP 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-1,143,209
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$586,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$500,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$826,462
Value of total assets at end of year2022-12-31$10,958,903
Value of total assets at beginning of year2022-12-31$12,688,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,422
Total interest from all sources2022-12-31$3,066
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$255,262
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$255,262
Administrative expenses professional fees incurred2022-12-31$7,750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$592,768
Participant contributions at end of year2022-12-31$39,442
Participant contributions at beginning of year2022-12-31$98,905
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$78,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$399
Administrative expenses (other) incurred2022-12-31$40,223
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$30,900
Total non interest bearing cash at beginning of year2022-12-31$26,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,729,690
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,958,903
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,688,593
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$38,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,888,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,555,974
Interest on participant loans2022-12-31$2,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,228,398
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$155,113
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$3,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$500,059
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 name2022-12-31HAWKINS ASH CPA'S, LLP
Accountancy firm EIN2022-12-31390912608
2021 : ENGLEWOOD MARKETING GROUP 401(K) PLAN 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$1
Total income from all sources (including contributions)2021-12-31$2,928,185
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,628,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,549,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,002,754
Value of total assets at end of year2021-12-31$12,688,593
Value of total assets at beginning of year2021-12-31$11,388,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,990
Total interest from all sources2021-12-31$4,815
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$264,397
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$264,397
Administrative expenses professional fees incurred2021-12-31$7,400
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$539,329
Participant contributions at end of year2021-12-31$98,905
Participant contributions at beginning of year2021-12-31$103,697
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$322,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$26
Other income not declared elsewhere2021-12-31$222
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$1
Total non interest bearing cash at end of year2021-12-31$26,097
Total non interest bearing cash at beginning of year2021-12-31$24,672
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$1,300,103
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,688,593
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,388,490
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$39,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,555,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,876,342
Interest on participant loans2021-12-31$4,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$383,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$383,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,655,997
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$140,487
Employer contributions (assets) at end of year2021-12-31$3,020
Employer contributions (assets) at beginning of year2021-12-31$637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,549,092
Contract administrator fees2021-12-31$31,963
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 name2021-12-31HAWKINS ASH CPA'S, LLP
Accountancy firm EIN2021-12-31390912608
2020 : ENGLEWOOD MARKETING GROUP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
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$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,116,444
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,239,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,164,694
Expenses. Certain deemed distributions of participant loans2020-12-31$2,494
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$808,066
Value of total assets at end of year2020-12-31$11,388,491
Value of total assets at beginning of year2020-12-31$11,511,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,436
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$7,145
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$202,437
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$202,437
Administrative expenses professional fees incurred2020-12-31$7,200
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$542,888
Participant contributions at end of year2020-12-31$103,697
Participant contributions at beginning of year2020-12-31$61,122
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$134,328
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$516
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$1
Liabilities. Value of operating payables at beginning of year2020-12-31$1
Total non interest bearing cash at end of year2020-12-31$24,672
Total non interest bearing cash at beginning of year2020-12-31$1
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-123,180
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,388,490
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,511,670
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$36,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,876,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,066,257
Interest on participant loans2020-12-31$4,044
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$383,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$380,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$380,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,101
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,098,796
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$130,850
Employer contributions (assets) at end of year2020-12-31$637
Employer contributions (assets) at beginning of year2020-12-31$3,492
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,164,694
Contract administrator fees2020-12-31$28,436
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAWKINS ASH CPA'S, LLP
Accountancy firm EIN2020-12-31390912608
2019 : ENGLEWOOD MARKETING GROUP 401(K) PLAN 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$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8
Total income from all sources (including contributions)2019-12-31$3,021,525
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,885,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,783,019
Expenses. Certain deemed distributions of participant loans2019-12-31$24,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$674,302
Value of total assets at end of year2019-12-31$11,511,671
Value of total assets at beginning of year2019-12-31$11,375,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,980
Total interest from all sources2019-12-31$11,121
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$303,588
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$303,588
Administrative expenses professional fees incurred2019-12-31$30,456
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$545,602
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$518
Assets. Loans (other than to participants) at end of year2019-12-31$61,122
Assets. Loans (other than to participants) at beginning of year2019-12-31$86,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7
Administrative expenses (other) incurred2019-12-31$7,080
Liabilities. Value of operating payables at end of year2019-12-31$1
Liabilities. Value of operating payables at beginning of year2019-12-31$1
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$1
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$136,104
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,511,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,375,566
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$40,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,066,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,972,574
Income. Interest from loans (other than to participants)2019-12-31$4,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$380,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$314,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$314,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,032,514
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$128,700
Employer contributions (assets) at end of year2019-12-31$3,492
Employer contributions (assets) at beginning of year2019-12-31$1,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,783,019
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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 name2019-12-31HERMANS & ASSOCIATES, CPAS SC
Accountancy firm EIN2019-12-31391421794
2018 : ENGLEWOOD MARKETING GROUP 401(K) PLAN 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$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$39
Total income from all sources (including contributions)2018-12-31$-262,476
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$986,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$910,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$791,929
Value of total assets at end of year2018-12-31$11,375,574
Value of total assets at beginning of year2018-12-31$12,624,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,166
Total interest from all sources2018-12-31$6,338
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$456,595
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$456,595
Administrative expenses professional fees incurred2018-12-31$28,441
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$561,194
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$108,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$86,908
Assets. Loans (other than to participants) at beginning of year2018-12-31$91,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3
Administrative expenses (other) incurred2018-12-31$6,980
Liabilities. Value of operating payables at end of year2018-12-31$1
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$1
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,249,149
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,375,566
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,624,715
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$40,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,972,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,530,293
Interest on participant loans2018-12-31$4,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$314,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,517,338
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$121,988
Employer contributions (assets) at end of year2018-12-31$1,143
Employer contributions (assets) at beginning of year2018-12-31$2,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$910,507
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$36
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 name2018-12-31HERMANS & ASSOCIATES, CPAS SC
Accountancy firm EIN2018-12-31391421794
2017 : ENGLEWOOD MARKETING GROUP 401(K) PLAN 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$39
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$889
Total income from all sources (including contributions)2017-12-31$2,680,646
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$409,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$334,758
Expenses. Certain deemed distributions of participant loans2017-12-31$1,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$631,967
Value of total assets at end of year2017-12-31$12,624,754
Value of total assets at beginning of year2017-12-31$10,354,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,066
Total interest from all sources2017-12-31$4,133
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$261,324
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$261,324
Administrative expenses professional fees incurred2017-12-31$35,124
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 period2017-12-31No
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$494,346
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,501
Assets. Loans (other than to participants) at end of year2017-12-31$91,687
Assets. Loans (other than to participants) at beginning of year2017-12-31$108,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$150
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$150
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$2,271,599
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,624,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,353,116
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$37,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,530,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,242,648
Interest on participant loans2017-12-31$4,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,783,222
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$117,120
Employer contributions (assets) at end of year2017-12-31$2,774
Employer contributions (assets) at beginning of year2017-12-31$3,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$334,758
Liabilities. Value of benefit claims payable at end of year2017-12-31$36
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$739
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 name2017-12-31HERMANS & ASSOCIATES, CPAS SC
Accountancy firm EIN2017-12-31391421794
2016 : ENGLEWOOD MARKETING GROUP 401(K) PLAN 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$889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$375
Total income from all sources (including contributions)2016-12-31$1,695,562
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,021,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$958,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$704,984
Value of total assets at end of year2016-12-31$10,354,005
Value of total assets at beginning of year2016-12-31$9,679,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,571
Total interest from all sources2016-12-31$5,242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$249,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$249,522
Administrative expenses professional fees incurred2016-12-31$28,689
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$470,701
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$105,644
Assets. Loans (other than to participants) at end of year2016-12-31$108,078
Assets. Loans (other than to participants) at beginning of year2016-12-31$132,242
Liabilities. Value of operating payables at end of year2016-12-31$150
Liabilities. Value of operating payables at beginning of year2016-12-31$375
Total non interest bearing cash at end of year2016-12-31$150
Total non interest bearing cash at beginning of year2016-12-31$375
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$673,858
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,353,116
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,679,258
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$34,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,242,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,542,462
Income. Interest from loans (other than to participants)2016-12-31$5,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$735,814
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$128,639
Employer contributions (assets) at end of year2016-12-31$3,129
Employer contributions (assets) at beginning of year2016-12-31$4,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$958,133
Liabilities. Value of benefit claims payable at end of year2016-12-31$739
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31HERMANS & ASSOCIATES, CPAS SC
Accountancy firm EIN2016-12-31391421794

Form 5500 Responses for ENGLEWOOD MARKETING GROUP 401(K) PLAN

2022: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: ENGLEWOOD MARKETING GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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

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