401k Plan data: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST plan

SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST
Plan identification number	001

SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SENIOR MARKET SALES, INC has sponsored the creation of one or more 401k plans.

Company Name: SENIOR MARKET SALES, INC

Employer identification number (EIN): 470648975

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2017-01-01 JAMES GOODBOUT JAMES GOODBOUT 2018-10-09
001 2016-01-01 JAMES GOODBOUT
001 2015-01-01 JAMES GOODBOUT
001 2014-01-01 JAMES GOODBOUT
001 2013-01-01 JAMES GOODBOUT
001 2012-01-01 JAMES GOODBOUT 2013-08-29
001 2011-01-01 JAMES GOODBOUT 2012-10-01
001 2010-01-01 JAMES GOODBOUT 2011-09-01 JAMES GOODBOUT 2011-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2017-01-01	JAMES GOODBOUT		JAMES GOODBOUT	2018-10-09
001	2016-01-01	JAMES GOODBOUT
001	2015-01-01	JAMES GOODBOUT
001	2014-01-01	JAMES GOODBOUT
001	2013-01-01	JAMES GOODBOUT
001	2012-01-01	JAMES GOODBOUT	2013-08-29
001	2011-01-01	JAMES GOODBOUT	2012-10-01
001	2010-01-01	JAMES GOODBOUT	2011-09-01	JAMES GOODBOUT	2011-09-01

Plan Statistics for SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST

401k plan membership statisitcs for SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST

Measure Date Value
2020: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 302
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 54
Total of all active and inactive participants 2019-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 356
Number of participants with account balances 2019-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 250
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 296
Number of participants with account balances 2017-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 234
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 34
Total of all active and inactive participants 2016-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 268
Number of participants with account balances 2016-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 163
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 172
Number of participants with account balances 2015-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 158
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 171
Number of participants with account balances 2014-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 137
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 148
Number of participants with account balances 2013-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2020: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	302
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	54
Total of all active and inactive participants	2019-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	356
Number of participants with account balances	2019-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	250
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	296
Number of participants with account balances	2017-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	234
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	34
Total of all active and inactive participants	2016-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	268
Number of participants with account balances	2016-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	163
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	172
Number of participants with account balances	2015-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	158
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	171
Number of participants with account balances	2014-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	137
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	148
Number of participants with account balances	2013-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST

Measure	Date	Value
2020 : SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-11-20	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-20	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-20	$0
Total income from all sources (including contributions)	2020-11-20	$4,701,551
Total loss/gain on sale of assets	2020-11-20	$0
Total of all expenses incurred	2020-11-20	$25,990,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-11-20	$25,947,143
Value of total corrective distributions	2020-11-20	$1,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-11-20	$2,421,509
Value of total assets at end of year	2020-11-20	$0
Value of total assets at beginning of year	2020-11-20	$21,289,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-11-20	$41,641
Total interest from all sources	2020-11-20	$28,860
Total dividends received (eg from common stock, registered investment company shares)	2020-11-20	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-11-20	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-11-20	$0
Was this plan covered by a fidelity bond	2020-11-20	Yes
Value of fidelity bond cover	2020-11-20	$500,000
If this is an individual account plan, was there a blackout period	2020-11-20	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-11-20	$0
Were there any nonexempt tranactions with any party-in-interest	2020-11-20	No
Contributions received from participants	2020-11-20	$1,497,190
Participant contributions at end of year	2020-11-20	$0
Participant contributions at beginning of year	2020-11-20	$374,605
Participant contributions at end of year	2020-11-20	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-11-20	$200,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-20	No
Value of net income/loss	2020-11-20	$-21,289,042
Value of net assets at end of year (total assets less liabilities)	2020-11-20	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-11-20	$21,289,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-11-20	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-11-20	No
Were any leases to which the plan was party in default or uncollectible	2020-11-20	No
Investment advisory and management fees	2020-11-20	$16,818
Value of interest in pooled separate accounts at end of year	2020-11-20	$0
Value of interest in pooled separate accounts at beginning of year	2020-11-20	$20,318,191
Interest on participant loans	2020-11-20	$18,281
Interest earned on other investments	2020-11-20	$10,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-11-20	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-11-20	$596,246
Net investment gain/loss from pooled separate accounts	2020-11-20	$2,251,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-11-20	No
Was there a failure to transmit to the plan any participant contributions	2020-11-20	No
Has the plan failed to provide any benefit when due under the plan	2020-11-20	No
Contributions received in cash from employer	2020-11-20	$724,073
Employer contributions (assets) at end of year	2020-11-20	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-11-20	$25,947,143
Contract administrator fees	2020-11-20	$24,823
Did the plan have assets held for investment	2020-11-20	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-20	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-11-20	Yes
Opinion of an independent qualified public accountant for this plan	2020-11-20	Disclaimer
Accountancy firm name	2020-11-20	BLACKMAN & ASSOCIATES PC
Accountancy firm EIN	2020-11-20	470813847
2019 : SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,665,257
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,089,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,068,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,833,280
Value of total assets at end of year	2019-12-31	$21,289,042
Value of total assets at beginning of year	2019-12-31	$15,713,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,753
Total interest from all sources	2019-12-31	$28,367
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,758,869
Participant contributions at end of year	2019-12-31	$374,605
Participant contributions at beginning of year	2019-12-31	$376,274
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$14,570
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$105,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,575,314
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,289,042
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,713,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$13,180
Value of interest in pooled separate accounts at end of year	2019-12-31	$20,318,191
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$14,660,785
Interest on participant loans	2019-12-31	$18,413
Interest earned on other investments	2019-12-31	$9,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$596,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$654,387
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,803,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$968,635
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$7,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,068,190
Contract administrator fees	2019-12-31	$8,573
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLACKMAN & ASSOCIATES PC
Accountancy firm EIN	2019-12-31	470813847
2018 : SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,363,438
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$931,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$912,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,502,608
Value of total assets at end of year	2018-12-31	$15,713,728
Value of total assets at beginning of year	2018-12-31	$15,281,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,416
Total interest from all sources	2018-12-31	$25,864
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,485,630
Participant contributions at end of year	2018-12-31	$376,274
Participant contributions at beginning of year	2018-12-31	$283,899
Participant contributions at end of year	2018-12-31	$14,570
Participant contributions at beginning of year	2018-12-31	$15,372
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$190,691
Total non interest bearing cash at beginning of year	2018-12-31	$38,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$432,400
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,713,728
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,281,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$12,766
Value of interest in pooled separate accounts at end of year	2018-12-31	$14,660,785
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$14,514,240
Interest on participant loans	2018-12-31	$18,084
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$7,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$654,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$422,990
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,165,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$826,287
Employer contributions (assets) at end of year	2018-12-31	$7,712
Employer contributions (assets) at beginning of year	2018-12-31	$6,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$912,622
Contract administrator fees	2018-12-31	$5,650
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BLACKMAN & ASSOCIATES PC
Accountancy firm EIN	2018-12-31	470813847
2017 : SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,543,472
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,389,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,365,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,245,044
Value of total assets at end of year	2017-12-31	$15,281,328
Value of total assets at beginning of year	2017-12-31	$12,127,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,316
Total interest from all sources	2017-12-31	$17,302
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,267,620
Participant contributions at end of year	2017-12-31	$283,899
Participant contributions at beginning of year	2017-12-31	$236,266
Participant contributions at end of year	2017-12-31	$15,372
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$303,569
Total non interest bearing cash at end of year	2017-12-31	$38,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,153,913
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,281,328
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,127,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$17,816
Value of interest in pooled separate accounts at end of year	2017-12-31	$14,514,240
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$11,184,697
Interest on participant loans	2017-12-31	$10,712
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$6,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$422,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$706,452
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,281,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$673,855
Employer contributions (assets) at end of year	2017-12-31	$6,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,365,243
Contract administrator fees	2017-12-31	$6,500
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BLACKMAN & ASSOCIATES PC
Accountancy firm EIN	2017-12-31	470813847
2016 : SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$2,112,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,142,703
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$575,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$558,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,405,872
Value of total assets at end of year	2016-12-31	$12,127,415
Value of total assets at beginning of year	2016-12-31	$8,448,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,198
Total interest from all sources	2016-12-31	$7,138
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$902,875
Participant contributions at end of year	2016-12-31	$236,266
Participant contributions at beginning of year	2016-12-31	$193,972
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$31,067
Other income not declared elsewhere	2016-12-31	$5,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,567,212
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,127,415
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,448,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$14,098
Value of interest in pooled separate accounts at end of year	2016-12-31	$11,184,697
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,699,770
Interest on participant loans	2016-12-31	$7,138
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$706,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$554,325
Net investment gain/loss from pooled separate accounts	2016-12-31	$724,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$471,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$558,293
Contract administrator fees	2016-12-31	$3,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLACKMAN & ASSOCIATES PC
Accountancy firm EIN	2016-12-31	470813847
2015 : SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,196,511
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$316,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$299,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,295,168
Value of total assets at end of year	2015-12-31	$8,448,067
Value of total assets at beginning of year	2015-12-31	$7,568,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,162
Total interest from all sources	2015-12-31	$12,876
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$713,287
Participant contributions at end of year	2015-12-31	$193,972
Participant contributions at beginning of year	2015-12-31	$194,081
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$205,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$879,950
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,448,067
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,568,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$13,936
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,699,770
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,843,506
Interest on participant loans	2015-12-31	$7,913
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$4,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$554,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$530,530
Net investment gain/loss from pooled separate accounts	2015-12-31	$-111,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$376,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$299,399
Contract administrator fees	2015-12-31	$3,226
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLACKMAN & ASSOCIATES PC
Accountancy firm EIN	2015-12-31	470813847
2014 : SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,444,037
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$267,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$254,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,124,868
Value of total assets at end of year	2014-12-31	$7,568,117
Value of total assets at beginning of year	2014-12-31	$6,391,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,060
Total interest from all sources	2014-12-31	$13,090
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$591,168
Participant contributions at end of year	2014-12-31	$194,081
Participant contributions at beginning of year	2014-12-31	$158,149
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$213,787
Total non interest bearing cash at beginning of year	2014-12-31	$24,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,176,528
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,568,117
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,391,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$10,585
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,843,506
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,502,752
Interest on participant loans	2014-12-31	$6,744
Interest earned on other investments	2014-12-31	$6,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$530,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$706,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$306,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$319,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$254,449
Contract administrator fees	2014-12-31	$2,475
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLACKMAN & ASSOCIATES PC
Accountancy firm EIN	2014-12-31	470813847
2013 : SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,882,549
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$607,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$598,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$931,843
Value of total assets at end of year	2013-12-31	$6,391,589
Value of total assets at beginning of year	2013-12-31	$5,116,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,624
Total interest from all sources	2013-12-31	$13,826
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$532,392
Participant contributions at end of year	2013-12-31	$158,149
Participant contributions at beginning of year	2013-12-31	$151,564
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$113,444
Total non interest bearing cash at end of year	2013-12-31	$24,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,274,665
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,391,589
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,116,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$7,774
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,502,752
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,350,381
Interest on participant loans	2013-12-31	$6,897
Interest earned on other investments	2013-12-31	$6,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$706,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$614,979
Net investment gain/loss from pooled separate accounts	2013-12-31	$936,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$286,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$598,260
Contract administrator fees	2013-12-31	$1,850
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLACKMAN & ASSOCIATES PC
Accountancy firm EIN	2013-12-31	470813847

Form 5500 Responses for SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST

2020: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SENIOR MARKET SALES, INC 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	17116
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	17116
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	17116
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	17116
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	17116
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	17116
Policy instance	1

Potentially related plans

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Company Name:	SENIOR MARKET SALES, INC
Employer identification number (EIN):	470648975
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages