LEGACY MARKETING PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEGACY MARKETING PARTNERS, LLC 401(K) PLAN
Measure | Date | Value |
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2022 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-2,273,841 |
Total of all expenses incurred | 2022-12-31 | $1,002,865 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $932,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $353,040 |
Value of total assets at end of year | 2022-12-31 | $10,423,649 |
Value of total assets at beginning of year | 2022-12-31 | $13,700,355 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $70,800 |
Administrative expenses professional fees incurred | 2022-12-31 | $5,166 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $275,837 |
Participant contributions at beginning of year | 2022-12-31 | $4,761 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,276,706 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,423,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,700,355 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $40,643 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $10,417,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,695,594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,626,881 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $77,203 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,538 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $932,065 |
Contract administrator fees | 2022-12-31 | $24,991 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | HOCHFLEDER & WEBER, S.C. |
Accountancy firm EIN | 2022-12-31 | 363088257 |
2021 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2021 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $21,230 |
Total income from all sources (including contributions) | 2021-12-31 | $2,039,077 |
Total of all expenses incurred | 2021-12-31 | $1,589,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,413,801 |
Value of total corrective distributions | 2021-12-31 | $93,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $188,666 |
Value of total assets at end of year | 2021-12-31 | $13,700,355 |
Value of total assets at beginning of year | 2021-12-31 | $13,272,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $82,853 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $7,257 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $165,955 |
Participant contributions at end of year | 2021-12-31 | $4,761 |
Participant contributions at beginning of year | 2021-12-31 | $8,708 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $21,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $449,156 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,700,355 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,251,199 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $47,015 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,695,594 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,263,721 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,850,411 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $22,711 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,413,801 |
Contract administrator fees | 2021-12-31 | $28,581 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | HOCHFLEDER & WEBER, S.C. |
Accountancy firm EIN | 2021-12-31 | 363088257 |
2020 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $21,230 |
Total income from all sources (including contributions) | 2020-12-31 | $2,653,142 |
Total of all expenses incurred | 2020-12-31 | $1,056,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $986,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $491,053 |
Value of total assets at end of year | 2020-12-31 | $13,272,429 |
Value of total assets at beginning of year | 2020-12-31 | $11,654,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $69,708 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $7,326 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $388,037 |
Participant contributions at end of year | 2020-12-31 | $8,708 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $40,014 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $21,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,597,016 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,251,199 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,654,183 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $38,340 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,263,721 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,617,424 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,162,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $63,002 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $36,759 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $986,418 |
Contract administrator fees | 2020-12-31 | $24,042 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOCHFLEDER & WEBER, S.C. |
Accountancy firm EIN | 2020-12-31 | 363088257 |
2019 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $3,636,227 |
Total income from all sources (including contributions) | 2019-12-31 | $3,636,227 |
Total of all expenses incurred | 2019-12-31 | $1,774,237 |
Total of all expenses incurred | 2019-12-31 | $1,774,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,721,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,721,042 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,290,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,290,531 |
Value of total assets at end of year | 2019-12-31 | $11,654,183 |
Value of total assets at end of year | 2019-12-31 | $11,654,183 |
Value of total assets at beginning of year | 2019-12-31 | $9,792,193 |
Value of total assets at beginning of year | 2019-12-31 | $9,792,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $53,195 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $53,195 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $4,318 |
Administrative expenses professional fees incurred | 2019-12-31 | $4,318 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $654,130 |
Contributions received from participants | 2019-12-31 | $654,130 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $270,436 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $270,436 |
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 |
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 | $1,861,990 |
Value of net income/loss | 2019-12-31 | $1,861,990 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,654,183 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,654,183 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,792,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,792,193 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $29,107 |
Investment advisory and management fees | 2019-12-31 | $29,107 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,617,424 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,617,424 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $9,744,342 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $9,744,342 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,276,913 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,276,913 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,068,783 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,068,783 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 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 |
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 | $365,965 |
Contributions received in cash from employer | 2019-12-31 | $365,965 |
Employer contributions (assets) at end of year | 2019-12-31 | $36,759 |
Employer contributions (assets) at end of year | 2019-12-31 | $36,759 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $47,851 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $47,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,721,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,721,042 |
Contract administrator fees | 2019-12-31 | $19,770 |
Contract administrator fees | 2019-12-31 | $19,770 |
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 | 2019-12-31 | Yes |
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 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOCHFLEDER & WEBER, S.C. |
Accountancy firm name | 2019-12-31 | HOCHFLEDER & WEBER, S.C. |
Accountancy firm EIN | 2019-12-31 | 363088257 |
Accountancy firm EIN | 2019-12-31 | 363088257 |
2018 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $667,557 |
Total of all expenses incurred | 2018-12-31 | $855,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $804,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,437,855 |
Value of total assets at end of year | 2018-12-31 | $9,792,193 |
Value of total assets at beginning of year | 2018-12-31 | $9,980,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $50,649 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $10,003 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $781,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $200,263 |
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 | $-188,051 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,792,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,980,244 |
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 | $36,402 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $9,744,342 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $9,969,855 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-770,298 |
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 | $456,068 |
Employer contributions (assets) at end of year | 2018-12-31 | $47,851 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $10,389 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $804,959 |
Contract administrator fees | 2018-12-31 | $4,244 |
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 | HOCHFLEDER & WEBER, S.C. |
Accountancy firm EIN | 2018-12-31 | 363088257 |
2017 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $2,827,734 |
Total of all expenses incurred | 2017-12-31 | $508,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $469,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,321,744 |
Value of total assets at end of year | 2017-12-31 | $9,980,244 |
Value of total assets at beginning of year | 2017-12-31 | $7,661,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $39,564 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $7,216 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $810,968 |
Participant contributions at beginning of year | 2017-12-31 | $48,497 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $35,581 |
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 | $2,318,890 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,980,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,661,354 |
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 | $31,234 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $9,969,855 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $7,568,978 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,505,990 |
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 | $475,195 |
Employer contributions (assets) at end of year | 2017-12-31 | $10,389 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $43,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $469,280 |
Contract administrator fees | 2017-12-31 | $1,114 |
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 | HOCHFLEDER & WEBER, S.C. |
Accountancy firm EIN | 2017-12-31 | 363088257 |
2016 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,720,657 |
Total of all expenses incurred | 2016-12-31 | $685,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $654,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,161,896 |
Value of total assets at end of year | 2016-12-31 | $7,661,354 |
Value of total assets at beginning of year | 2016-12-31 | $6,626,192 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $31,365 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $6,604 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $696,047 |
Participant contributions at end of year | 2016-12-31 | $48,497 |
Participant contributions at beginning of year | 2016-12-31 | $21,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $28,063 |
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 | $1,035,162 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,661,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,626,192 |
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 | $24,761 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $7,568,978 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $6,579,136 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $558,761 |
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 | Yes |
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 | $437,786 |
Employer contributions (assets) at end of year | 2016-12-31 | $43,879 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $25,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $654,130 |
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 | HOCHFELDER & WEBER, P.C. |
Accountancy firm EIN | 2016-12-31 | 363088257 |
2015 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $951,670 |
Total of all expenses incurred | 2015-12-31 | $972,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $941,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,050,841 |
Value of total assets at end of year | 2015-12-31 | $6,626,192 |
Value of total assets at beginning of year | 2015-12-31 | $6,646,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $30,957 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $7,124 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $608,781 |
Participant contributions at end of year | 2015-12-31 | $21,095 |
Participant contributions at beginning of year | 2015-12-31 | $20,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $63,371 |
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 | $-20,622 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,626,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,646,814 |
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 | $23,833 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $6,579,136 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $6,603,269 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-99,171 |
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 | Yes |
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 | $378,689 |
Employer contributions (assets) at end of year | 2015-12-31 | $25,961 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $22,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $941,335 |
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 | HOCHFELDER & WEBER, P.C. |
Accountancy firm EIN | 2015-12-31 | 363088257 |
2014 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $1,364,036 |
Total of all expenses incurred | 2014-12-31 | $741,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $713,508 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,043,526 |
Value of total assets at end of year | 2014-12-31 | $6,646,814 |
Value of total assets at beginning of year | 2014-12-31 | $6,024,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $28,364 |
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 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $557,500 |
Participant contributions at end of year | 2014-12-31 | $20,942 |
Participant contributions at beginning of year | 2014-12-31 | $14,965 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $147,984 |
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 | $622,164 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,646,814 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,024,650 |
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 | $22,184 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $6,603,269 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $5,992,855 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $320,510 |
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 | $338,042 |
Employer contributions (assets) at end of year | 2014-12-31 | $22,603 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $16,830 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $713,508 |
Contract administrator fees | 2014-12-31 | $6,180 |
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 | HOCHFELDER & WEBER, P.C. |
Accountancy firm EIN | 2014-12-31 | 363088257 |
2013 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $1,811,223 |
Total of all expenses incurred | 2013-12-31 | $558,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $535,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $698,544 |
Value of total assets at end of year | 2013-12-31 | $6,024,650 |
Value of total assets at beginning of year | 2013-12-31 | $4,772,211 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $23,531 |
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 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $425,221 |
Participant contributions at end of year | 2013-12-31 | $14,965 |
Participant contributions at beginning of year | 2013-12-31 | $13,211 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,536 |
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 | $1,252,439 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,024,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,772,211 |
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 | $18,589 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,743,265 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $5,992,855 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,112,679 |
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 | $270,787 |
Employer contributions (assets) at end of year | 2013-12-31 | $16,830 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $15,735 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $535,253 |
Contract administrator fees | 2013-12-31 | $4,942 |
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 | HOCHFELDER & WEBER, P.C. |
Accountancy firm EIN | 2013-12-31 | 363088257 |
2012 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $1,338,105 |
Total of all expenses incurred | 2012-12-31 | $728,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $700,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $728,392 |
Value of total assets at end of year | 2012-12-31 | $4,772,211 |
Value of total assets at beginning of year | 2012-12-31 | $4,162,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,494 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $444,787 |
Participant contributions at end of year | 2012-12-31 | $13,211 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $6,530 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $609,649 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,772,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,162,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $22,643 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,743,265 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,157,211 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $609,713 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $277,075 |
Employer contributions (assets) at end of year | 2012-12-31 | $15,735 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,351 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $700,962 |
Contract administrator fees | 2012-12-31 | $4,851 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HOCHFELDER & WEBER, P.C. |
Accountancy firm EIN | 2012-12-31 | 363088257 |
2011 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $787,186 |
Total of all expenses incurred | 2011-12-31 | $487,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $462,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $933,586 |
Value of total assets at end of year | 2011-12-31 | $4,162,562 |
Value of total assets at beginning of year | 2011-12-31 | $3,862,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $24,797 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $489,738 |
Participant contributions at beginning of year | 2011-12-31 | $17,380 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $156,134 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $300,173 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,162,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,862,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $20,352 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,157,211 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,825,109 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-146,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $287,714 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,351 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $19,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $462,216 |
Contract administrator fees | 2011-12-31 | $4,445 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HOCHFELDER & WEBER, P.C. |
Accountancy firm EIN | 2011-12-31 | 363088257 |
2010 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $1,335,930 |
Total of all expenses incurred | 2010-12-31 | $299,315 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $276,984 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $862,316 |
Value of total assets at end of year | 2010-12-31 | $3,862,389 |
Value of total assets at beginning of year | 2010-12-31 | $2,825,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $22,331 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $479,944 |
Participant contributions at end of year | 2010-12-31 | $17,380 |
Participant contributions at beginning of year | 2010-12-31 | $37,710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $100,238 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,036,615 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,862,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,825,774 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $16,081 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,825,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,752,592 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $473,614 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $282,134 |
Employer contributions (assets) at end of year | 2010-12-31 | $19,900 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $35,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $276,984 |
Contract administrator fees | 2010-12-31 | $6,250 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HOCHFELDER & WEBER, P.C. |
Accountancy firm EIN | 2010-12-31 | 363088257 |