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AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 401k Plan overview

Plan NameAGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN
Plan identification number 001

AGENTS MARKETING CORP. SAVINGS INCENTIVE 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.
  • 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

AGENTS MARKETING CORP. has sponsored the creation of one or more 401k plans.

Company Name:AGENTS MARKETING CORP.
Employer identification number (EIN):431348932
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-09-01SHERYL VAN LEER2016-10-12
0012015-09-01SHERYL VAN LEER2016-10-12
0012014-09-01SHERYL VAN LEER
0012013-09-01SHERYL VAN LEER
0012012-09-01SHERYL VAN LEER
0012011-09-01SHERYL VAN LEER SHERYL VAN LEER2013-01-11
0012009-09-01SHERYL VAN LEER

Plan Statistics for AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN

Measure Date Value
2014: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-0120
Total number of active participants reported on line 7a of the Form 55002014-09-0111
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-017
Total of all active and inactive participants2014-09-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-0118
Number of participants with account balances2014-09-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-012
2013: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-0118
Total number of active participants reported on line 7a of the Form 55002013-09-0113
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-017
Total of all active and inactive participants2013-09-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-0120
Number of participants with account balances2013-09-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-0116
Total number of active participants reported on line 7a of the Form 55002012-09-0112
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-016
Total of all active and inactive participants2012-09-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-0118
Number of participants with account balances2012-09-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-011
2011: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-0117
Total number of active participants reported on line 7a of the Form 55002011-09-0112
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-014
Total of all active and inactive participants2011-09-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-0116
Number of participants with account balances2011-09-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-011
2009: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-0116
Total number of active participants reported on line 7a of the Form 55002009-09-0111
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-015
Total of all active and inactive participants2009-09-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-0117
Number of participants with account balances2009-09-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN

Measure Date Value
2015 : AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2015 401k financial data
Total income from all sources2015-08-31$170,193
Expenses. Total of all expenses incurred2015-08-31$35,260
Benefits paid (including direct rollovers)2015-08-31$35,210
Total plan assets at end of year2015-08-31$2,222,504
Total plan assets at beginning of year2015-08-31$2,087,571
Value of fidelity bond covering the plan2015-08-31$250,000
Total contributions received or receivable from participants2015-08-31$72,042
Expenses. Other expenses not covered elsewhere2015-08-31$50
Contributions received from other sources (not participants or employers)2015-08-31$4,373
Other income received2015-08-31$65,510
Net income (gross income less expenses)2015-08-31$134,933
Net plan assets at end of year (total assets less liabilities)2015-08-31$2,222,504
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$2,087,571
Assets. Value of participant loans2015-08-31$8,165
Total contributions received or receivable from employer(s)2015-08-31$28,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2014 401k financial data
Transfers to/from the plan2014-08-31$0
Total income from all sources2014-08-31$330,275
Expenses. Total of all expenses incurred2014-08-31$0
Benefits paid (including direct rollovers)2014-08-31$0
Total plan assets at end of year2014-08-31$2,087,571
Total plan assets at beginning of year2014-08-31$1,757,296
Value of fidelity bond covering the plan2014-08-31$250,000
Total contributions received or receivable from participants2014-08-31$69,082
Expenses. Other expenses not covered elsewhere2014-08-31$0
Contributions received from other sources (not participants or employers)2014-08-31$0
Other income received2014-08-31$233,185
Net income (gross income less expenses)2014-08-31$330,275
Net plan assets at end of year (total assets less liabilities)2014-08-31$2,087,571
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$1,757,296
Assets. Value of participant loans2014-08-31$2,054
Total contributions received or receivable from employer(s)2014-08-31$28,008
Value of certain deemed distributions of participant loans2014-08-31$0
Value of corrective distributions2014-08-31$0
2013 : AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2013 401k financial data
Transfers to/from the plan2013-08-31$0
Total income from all sources2013-08-31$310,514
Expenses. Total of all expenses incurred2013-08-31$4,761
Benefits paid (including direct rollovers)2013-08-31$4,761
Total plan assets at end of year2013-08-31$1,757,296
Total plan assets at beginning of year2013-08-31$1,451,543
Value of fidelity bond covering the plan2013-08-31$200,000
Total contributions received or receivable from participants2013-08-31$83,437
Expenses. Other expenses not covered elsewhere2013-08-31$0
Contributions received from other sources (not participants or employers)2013-08-31$0
Other income received2013-08-31$194,507
Net income (gross income less expenses)2013-08-31$305,753
Net plan assets at end of year (total assets less liabilities)2013-08-31$1,757,296
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$1,451,543
Assets. Value of participant loans2013-08-31$3,694
Total contributions received or receivable from employer(s)2013-08-31$32,570
Value of certain deemed distributions of participant loans2013-08-31$0
Value of corrective distributions2013-08-31$0
Funding deficiency by the employer to the plan for this plan year2013-08-31$0
Minimum employer required contribution for this plan year2013-08-31$0
Amount contributed by the employer to the plan for this plan year2013-08-31$0
2012 : AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2012 401k financial data
Transfers to/from the plan2012-08-31$0
Total income from all sources2012-08-31$201,277
Expenses. Total of all expenses incurred2012-08-31$194
Benefits paid (including direct rollovers)2012-08-31$144
Total plan assets at end of year2012-08-31$1,451,543
Total plan assets at beginning of year2012-08-31$1,250,460
Value of fidelity bond covering the plan2012-08-31$161,000
Total contributions received or receivable from participants2012-08-31$68,004
Expenses. Other expenses not covered elsewhere2012-08-31$50
Contributions received from other sources (not participants or employers)2012-08-31$0
Other income received2012-08-31$104,276
Net income (gross income less expenses)2012-08-31$201,083
Net plan assets at end of year (total assets less liabilities)2012-08-31$1,451,543
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,250,460
Assets. Value of participant loans2012-08-31$7,067
Total contributions received or receivable from employer(s)2012-08-31$28,997
Value of certain deemed distributions of participant loans2012-08-31$0
Value of corrective distributions2012-08-31$0
Funding deficiency by the employer to the plan for this plan year2012-08-31$0
Minimum employer required contribution for this plan year2012-08-31$0
Amount contributed by the employer to the plan for this plan year2012-08-31$0
2011 : AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2011 401k financial data
Transfers to/from the plan2011-08-31$0
Total income from all sources2011-08-31$184,765
Expenses. Total of all expenses incurred2011-08-31$18,601
Benefits paid (including direct rollovers)2011-08-31$18,551
Total plan assets at end of year2011-08-31$1,250,460
Total plan assets at beginning of year2011-08-31$1,084,296
Value of fidelity bond covering the plan2011-08-31$161,000
Total contributions received or receivable from participants2011-08-31$59,537
Expenses. Other expenses not covered elsewhere2011-08-31$50
Contributions received from other sources (not participants or employers)2011-08-31$0
Other income received2011-08-31$100,720
Net income (gross income less expenses)2011-08-31$166,164
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,250,460
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,084,296
Assets. Value of participant loans2011-08-31$6,818
Total contributions received or receivable from employer(s)2011-08-31$24,508
Value of certain deemed distributions of participant loans2011-08-31$0
Value of corrective distributions2011-08-31$0
Funding deficiency by the employer to the plan for this plan year2011-08-31$0
Minimum employer required contribution for this plan year2011-08-31$0
Amount contributed by the employer to the plan for this plan year2011-08-31$0

Form 5500 Responses for AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN

2014: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: AGENTS MARKETING CORP. SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-031007
Policy instance 1
Insurance contract or identification numberGA-031007
Number of Individuals Covered0
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $4,231
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,231
Insurance broker organization code?3
Insurance broker nameIIAA AGCY ADMIN SVCS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-031007
Policy instance 1
Insurance contract or identification numberGA-031007
Number of Individuals Covered20
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $3,781
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,781
Insurance broker organization code?3
Insurance broker nameIIAA AGCY ADMIN SVCS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-031007
Policy instance 1
Insurance contract or identification numberGA-031007
Number of Individuals Covered18
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $3,101
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,101
Insurance broker organization code?3
Insurance broker nameIIAA AGCY ADMINISTRATIVE SVCS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-031007
Policy instance 1
Insurance contract or identification numberGA-031007
Number of Individuals Covered16
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $2,613
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-031007
Policy instance 1
Insurance contract or identification numberGA-031007
Number of Individuals Covered17
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $2,418
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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