?>
Logo

LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan NameLEGACY MARKETING PARTNERS, LLC 401(K) PLAN
Plan identification number 001

LEGACY MARKETING PARTNERS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

LEGACY MARKETING PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:LEGACY MARKETING PARTNERS, LLC
Employer identification number (EIN):542132117
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY MARKETING PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01VINCENT PARRINELLO2023-05-30
0012021-01-01VINCENT PARRINELLO2022-09-29
0012021-01-01VINCENT PARRINELLO2023-08-22
0012020-01-01VINCENT PARRINELLO2021-05-25
0012019-01-01VINCENT PARRINELLO2020-10-08
0012018-01-01VINCENT PARRINELLO2019-08-28
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01VINCENT PARRINELLO
0012011-01-01VINCENT PARRINELLO
0012010-01-01VINCENT PARRINELLO
0012009-01-01VINCENT PARRINELLO

Plan Statistics for LEGACY MARKETING PARTNERS, LLC 401(K) PLAN

401k plan membership statisitcs for LEGACY MARKETING PARTNERS, LLC 401(K) PLAN

Measure Date Value
2022: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-0198
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01203
Total participants2022-01-01203
Number of participants with account balances2022-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01253
Total number of active participants reported on line 7a of the Form 55002021-01-01119
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01232
Total participants2021-01-01232
Number of participants with account balances2021-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01420
Total number of active participants reported on line 7a of the Form 55002020-01-01255
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01378
Number of participants with account balances2020-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01490
Total number of active participants reported on line 7a of the Form 55002019-01-01381
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01109
Total of all active and inactive participants2019-01-01491
Total participants2019-01-01491
Number of participants with account balances2019-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01702
Total number of active participants reported on line 7a of the Form 55002018-01-01427
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01529
Number of participants with account balances2018-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01635
Total number of active participants reported on line 7a of the Form 55002017-01-01568
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01648
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01484
Total number of active participants reported on line 7a of the Form 55002016-01-01540
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01595
Number of participants with account balances2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01352
Total number of active participants reported on line 7a of the Form 55002015-01-01320
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01364
Number of participants with account balances2015-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01328
Total number of active participants reported on line 7a of the Form 55002014-01-01258
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01303
Number of participants with account balances2014-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01260
Total number of active participants reported on line 7a of the Form 55002013-01-01223
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01263
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01270
Total number of active participants reported on line 7a of the Form 55002012-01-01210
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01241
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01273
Total number of active participants reported on line 7a of the Form 55002011-01-01216
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01251
Number of participants with account balances2011-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01286
Total number of active participants reported on line 7a of the Form 55002010-01-01209
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01245
Number of participants with account balances2010-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01269
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01227
Total participants2009-01-01227
Number of participants with account balances2009-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEGACY MARKETING PARTNERS, LLC 401(K) PLAN

Measure Date Value
2022 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,273,841
Total of all expenses incurred2022-12-31$1,002,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$10,423,649
Value of total assets at beginning of year2022-12-31$13,700,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,800
Administrative expenses professional fees incurred2022-12-31$5,166
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$275,837
Participant contributions at beginning of year2022-12-31$4,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,417,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,695,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,626,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$77,203
Employer contributions (assets) at end of year2022-12-31$6,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$932,065
Contract administrator fees2022-12-31$24,991
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HOCHFLEDER & WEBER, S.C.
Accountancy firm EIN2022-12-31363088257
2021 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2021 401k financial data
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 incurred2021-12-31$1,589,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,413,801
Value of total corrective distributions2021-12-31$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 year2021-12-31$13,700,355
Value of total assets at beginning of year2021-12-31$13,272,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,257
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$165,955
Participant contributions at end of year2021-12-31$4,761
Participant contributions at beginning of year2021-12-31$8,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$47,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,695,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$22,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,413,801
Contract administrator fees2021-12-31$28,581
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HOCHFLEDER & WEBER, S.C.
Accountancy firm EIN2021-12-31363088257
2020 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2020 401k financial data
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 incurred2020-12-31$1,056,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$13,272,429
Value of total assets at beginning of year2020-12-31$11,654,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$7,326
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$388,037
Participant contributions at end of year2020-12-31$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 year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$38,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,263,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,617,424
Value of interest in pooled separate accounts at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$63,002
Employer contributions (assets) at beginning of year2020-12-31$36,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$986,418
Contract administrator fees2020-12-31$24,042
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOCHFLEDER & WEBER, S.C.
Accountancy firm EIN2020-12-31363088257
2019 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2019 401k financial data
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 incurred2019-12-31$1,774,237
Total of all expenses incurred2019-12-31$1,774,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,721,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$11,654,183
Value of total assets at end of year2019-12-31$11,654,183
Value of total assets at beginning of year2019-12-31$9,792,193
Value of total assets at beginning of year2019-12-31$9,792,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,318
Administrative expenses professional fees incurred2019-12-31$4,318
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$654,130
Contributions received from participants2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,861,990
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,107
Investment advisory and management fees2019-12-31$29,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,617,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,617,424
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,744,342
Value of interest in pooled separate accounts at beginning of year2019-12-31$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 accounts2019-12-31$1,068,783
Net investment gain/loss from pooled separate accounts2019-12-31$1,068,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$365,965
Contributions received in cash from employer2019-12-31$365,965
Employer contributions (assets) at end of year2019-12-31$36,759
Employer contributions (assets) at end of year2019-12-31$36,759
Employer contributions (assets) at beginning of year2019-12-31$47,851
Employer contributions (assets) at beginning of year2019-12-31$47,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,721,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,721,042
Contract administrator fees2019-12-31$19,770
Contract administrator fees2019-12-31$19,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOCHFLEDER & WEBER, S.C.
Accountancy firm name2019-12-31HOCHFLEDER & WEBER, S.C.
Accountancy firm EIN2019-12-31363088257
Accountancy firm EIN2019-12-31363088257
2018 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$667,557
Total of all expenses incurred2018-12-31$855,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$9,792,193
Value of total assets at beginning of year2018-12-31$9,980,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$10,003
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$781,524
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$200,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,402
Value of interest in pooled separate accounts at end of year2018-12-31$9,744,342
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,969,855
Net investment gain/loss from pooled separate accounts2018-12-31$-770,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$456,068
Employer contributions (assets) at end of year2018-12-31$47,851
Employer contributions (assets) at beginning of year2018-12-31$10,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$804,959
Contract administrator fees2018-12-31$4,244
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOCHFLEDER & WEBER, S.C.
Accountancy firm EIN2018-12-31363088257
2017 : LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,827,734
Total of all expenses incurred2017-12-31$508,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$9,980,244
Value of total assets at beginning of year2017-12-31$7,661,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,216
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$810,968
Participant contributions at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$31,234
Value of interest in pooled separate accounts at end of year2017-12-31$9,969,855
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,568,978
Net investment gain/loss from pooled separate accounts2017-12-31$1,505,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$475,195
Employer contributions (assets) at end of year2017-12-31$10,389
Employer contributions (assets) at beginning of year2017-12-31$43,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$469,280
Contract administrator fees2017-12-31$1,114
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOCHFLEDER & WEBER, S.C.
Accountancy firm EIN2017-12-31363088257
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 incurred2016-12-31$685,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$7,661,354
Value of total assets at beginning of year2016-12-31$6,626,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,604
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$696,047
Participant contributions at end of year2016-12-31$48,497
Participant contributions at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,761
Value of interest in pooled separate accounts at end of year2016-12-31$7,568,978
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,579,136
Net investment gain/loss from pooled separate accounts2016-12-31$558,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$437,786
Employer contributions (assets) at end of year2016-12-31$43,879
Employer contributions (assets) at beginning of year2016-12-31$25,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$654,130
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2016-12-31363088257
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 incurred2015-12-31$972,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$6,626,192
Value of total assets at beginning of year2015-12-31$6,646,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,124
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$608,781
Participant contributions at end of year2015-12-31$21,095
Participant contributions at beginning of year2015-12-31$20,942
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$63,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$23,833
Value of interest in pooled separate accounts at end of year2015-12-31$6,579,136
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,603,269
Net investment gain/loss from pooled separate accounts2015-12-31$-99,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$378,689
Employer contributions (assets) at end of year2015-12-31$25,961
Employer contributions (assets) at beginning of year2015-12-31$22,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$941,335
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2015-12-31363088257
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 incurred2014-12-31$741,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$6,646,814
Value of total assets at beginning of year2014-12-31$6,024,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$557,500
Participant contributions at end of year2014-12-31$20,942
Participant contributions at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$22,184
Value of interest in pooled separate accounts at end of year2014-12-31$6,603,269
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,992,855
Net investment gain/loss from pooled separate accounts2014-12-31$320,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$338,042
Employer contributions (assets) at end of year2014-12-31$22,603
Employer contributions (assets) at beginning of year2014-12-31$16,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$713,508
Contract administrator fees2014-12-31$6,180
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2014-12-31363088257
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 incurred2013-12-31$558,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$6,024,650
Value of total assets at beginning of year2013-12-31$4,772,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$425,221
Participant contributions at end of year2013-12-31$14,965
Participant contributions at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,743,265
Value of interest in pooled separate accounts at end of year2013-12-31$5,992,855
Net investment gain/loss from pooled separate accounts2013-12-31$1,112,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$270,787
Employer contributions (assets) at end of year2013-12-31$16,830
Employer contributions (assets) at beginning of year2013-12-31$15,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$535,253
Contract administrator fees2013-12-31$4,942
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2013-12-31363088257
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 incurred2012-12-31$728,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$4,772,211
Value of total assets at beginning of year2012-12-31$4,162,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$444,787
Participant contributions at end of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,743,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,157,211
Net investment gain/loss from pooled separate accounts2012-12-31$609,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$277,075
Employer contributions (assets) at end of year2012-12-31$15,735
Employer contributions (assets) at beginning of year2012-12-31$5,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$700,962
Contract administrator fees2012-12-31$4,851
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2012-12-31363088257
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 incurred2011-12-31$487,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$4,162,562
Value of total assets at beginning of year2011-12-31$3,862,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$489,738
Participant contributions at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$20,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,157,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,825,109
Net investment gain/loss from pooled separate accounts2011-12-31$-146,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$287,714
Employer contributions (assets) at end of year2011-12-31$5,351
Employer contributions (assets) at beginning of year2011-12-31$19,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$462,216
Contract administrator fees2011-12-31$4,445
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2011-12-31363088257
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 incurred2010-12-31$299,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$3,862,389
Value of total assets at beginning of year2010-12-31$2,825,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$479,944
Participant contributions at end of year2010-12-31$17,380
Participant contributions at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,825,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,752,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$473,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$282,134
Employer contributions (assets) at end of year2010-12-31$19,900
Employer contributions (assets) at beginning of year2010-12-31$35,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$276,984
Contract administrator fees2010-12-31$6,250
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOCHFELDER & WEBER, P.C.
Accountancy firm EIN2010-12-31363088257

Form 5500 Responses for LEGACY MARKETING PARTNERS, LLC 401(K) PLAN

2022: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LEGACY MARKETING PARTNERS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Insurance policy start date2019-01-01
Insurance policy end date2019-03-18
Total amount of fees paid to insurance companyUSD $802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees802
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $8,244
Amount paid for insurance broker fees8244
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Number of Individuals Covered267
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $7,216
Amount paid for insurance broker fees7216
Insurance broker organization code?5
Insurance broker namePENSION CONSULTANTS CO., INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Number of Individuals Covered196
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $30,957
Amount paid for insurance broker fees23833
Insurance broker organization code?3
Insurance broker namePENSION CONSULTANTS CO., INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Number of Individuals Covered229
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,184
Total amount of fees paid to insurance companyUSD $6,180
Commission paid to Insurance BrokerUSD $22,184
Insurance broker organization code?3
Amount paid for insurance broker fees6180
Insurance broker namePENSION CONSULTANTS CO., INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Number of Individuals Covered163
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,082
Total amount of fees paid to insurance companyUSD $4,942
Commission paid to Insurance BrokerUSD $19,082
Insurance broker organization code?3
Amount paid for insurance broker fees4942
Insurance broker namePENSION CONSULTANTS CO., INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Number of Individuals Covered146
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $22,644
Total amount of fees paid to insurance companyUSD $4,876
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $22,644
Insurance broker organization code?3
Amount paid for insurance broker fees4876
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePENSION CONSULTANTS CO., INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Number of Individuals Covered157
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,353
Total amount of fees paid to insurance companyUSD $4,619
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92833
Policy instance 1
Insurance contract or identification number92833
Number of Individuals Covered153
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,081
Total amount of fees paid to insurance companyUSD $7,733
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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