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PMG RESEARCH, INC. 401(K) PLAN 401k Plan overview

Plan NamePMG RESEARCH, INC. 401(K) PLAN
Plan identification number 001

PMG RESEARCH, INC. 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PMG RESEARCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:PMG RESEARCH, INC.
Employer identification number (EIN):561246670
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PMG RESEARCH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01GINGER NELSON
0012016-01-01GINGER NELSON
0012015-01-01JOHN D. WHITE
0012014-01-01JOHN D. WHITE
0012013-01-01ASHLEY BLINSON
0012012-01-01W. LUTHER PIERCE
0012011-01-01W. LUTHER PIERCE
0012010-01-01W. LUTHER PIERCE
0012009-01-01JENNIFER BYRNE

Plan Statistics for PMG RESEARCH, INC. 401(K) PLAN

401k plan membership statisitcs for PMG RESEARCH, INC. 401(K) PLAN

Measure Date Value
2017: PMG RESEARCH, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01248
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PMG RESEARCH, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01247
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PMG RESEARCH, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01210
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PMG RESEARCH, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01164
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01160
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PMG RESEARCH, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01166
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01161
Number of participants with account balances2013-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PMG RESEARCH, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01163
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01166
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PMG RESEARCH, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01159
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PMG RESEARCH, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01143
Total number of active participants reported on line 7a of the Form 55002010-01-01111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01137
Number of participants with account balances2010-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PMG RESEARCH, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01135
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PMG RESEARCH, INC. 401(K) PLAN

Measure Date Value
2017 : PMG RESEARCH, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$5,193,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,613,182
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,910,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,895,664
Value of total corrective distributions2017-12-31$1,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$519,483
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$6,491,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,601
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$417,126
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$57,019
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,297,415
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,491,336
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$13,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,997,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$424,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$424,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,093,699
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$81,640
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$12,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,895,664
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
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 name2017-12-31GRAY CALLISON CO., PA
Accountancy firm EIN2017-12-31561285792
2016 : PMG RESEARCH, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,000,981
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$230,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$228,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$575,440
Value of total assets at end of year2016-12-31$6,491,336
Value of total assets at beginning of year2016-12-31$5,721,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,625
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,625
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$447,434
Participant contributions at end of year2016-12-31$57,019
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$469
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,315
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$770,130
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,491,336
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,721,206
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,997,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,302,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$424,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$413,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$413,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$425,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$87,691
Employer contributions (assets) at end of year2016-12-31$12,137
Employer contributions (assets) at beginning of year2016-12-31$4,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$228,226
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 name2016-12-31GRAY CALLISON CO., PA
Accountancy firm EIN2016-12-31561285792
2015 : PMG RESEARCH, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$577,065
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$266,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$247,951
Value of total corrective distributions2015-12-31$17,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$551,988
Value of total assets at end of year2015-12-31$5,721,206
Value of total assets at beginning of year2015-12-31$5,411,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,403
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$280,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$280,721
Administrative expenses professional fees incurred2015-12-31$1,403
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$460,740
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$35,917
Assets. Other investments not covered elsewhere at end of year2015-12-31$469
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,485
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$310,105
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,721,206
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,411,101
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,302,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,105,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$413,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$263,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$263,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-255,644
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$85,763
Employer contributions (assets) at end of year2015-12-31$4,685
Employer contributions (assets) at beginning of year2015-12-31$6,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$247,951
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 name2015-12-31GRAY CALLISON CO., PA
Accountancy firm EIN2015-12-31561285792
2014 : PMG RESEARCH, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,140,042
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$129,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$128,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$831,720
Value of total assets at end of year2014-12-31$5,411,101
Value of total assets at beginning of year2014-12-31$4,400,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$400
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$296,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$296,691
Administrative expenses professional fees incurred2014-12-31$400
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$367,448
Participant contributions at end of year2014-12-31$35,917
Participant contributions at beginning of year2014-12-31$14,212
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$404,802
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$1,010,765
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,411,101
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,400,336
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,105,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,110,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$263,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$270,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$270,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,631
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$59,470
Employer contributions (assets) at end of year2014-12-31$6,406
Employer contributions (assets) at beginning of year2014-12-31$4,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$128,877
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 name2014-12-31GRAY CALLISON CO., PA
Accountancy firm EIN2014-12-31561285792
2013 : PMG RESEARCH, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,168,760
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$177,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$177,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$356,145
Value of total assets at end of year2013-12-31$4,400,336
Value of total assets at beginning of year2013-12-31$3,409,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$298,658
Participant contributions at end of year2013-12-31$14,212
Participant contributions at beginning of year2013-12-31$26,457
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,903
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$991,185
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,400,336
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,409,151
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,110,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,260,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$270,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$118,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$118,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$812,615
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$52,584
Employer contributions (assets) at end of year2013-12-31$4,834
Employer contributions (assets) at beginning of year2013-12-31$3,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$177,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31GRAY CALLISON CO., PA
Accountancy firm EIN2013-12-31561285792
2012 : PMG RESEARCH, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$761,002
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$287,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$287,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$344,290
Value of total assets at end of year2012-12-31$3,409,151
Value of total assets at beginning of year2012-12-31$2,936,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$288,507
Participant contributions at end of year2012-12-31$26,457
Participant contributions at beginning of year2012-12-31$19,860
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,831
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$473,118
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,409,151
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,936,033
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,260,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,780,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$118,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$131,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$131,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$416,712
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$51,952
Employer contributions (assets) at end of year2012-12-31$3,965
Employer contributions (assets) at beginning of year2012-12-31$3,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$287,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31GRAY CALLISON & CO., P.A.
Accountancy firm EIN2012-12-31561285782
2011 : PMG RESEARCH, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$320,632
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$63,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$63,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$353,100
Value of total assets at end of year2011-12-31$2,936,033
Value of total assets at beginning of year2011-12-31$2,678,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$292,368
Participant contributions at end of year2011-12-31$19,860
Participant contributions at beginning of year2011-12-31$23,990
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,266
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$257,449
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,936,033
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,678,584
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,780,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,527,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$131,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$122,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$122,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-32,468
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$55,466
Employer contributions (assets) at end of year2011-12-31$3,852
Employer contributions (assets) at beginning of year2011-12-31$4,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$63,183
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31GRAY CALLISON & CO., P.A.
Accountancy firm EIN2011-12-31561285782
2010 : PMG RESEARCH, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$670,112
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$400,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$400,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$376,685
Value of total assets at end of year2010-12-31$2,678,584
Value of total assets at beginning of year2010-12-31$2,408,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$45,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$45,044
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$313,334
Participant contributions at end of year2010-12-31$23,990
Participant contributions at beginning of year2010-12-31$16,986
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,115
Other income not declared elsewhere2010-12-31$248,383
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$269,864
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,678,584
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,408,720
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,527,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,274,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$122,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$112,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$112,370
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$59,236
Employer contributions (assets) at end of year2010-12-31$4,819
Employer contributions (assets) at beginning of year2010-12-31$5,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$400,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31GRAY CALLISON AND CO., P.A.
Accountancy firm EIN2010-12-31561285792
2009 : PMG RESEARCH, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PMG RESEARCH, INC. 401(K) PLAN

2017: PMG RESEARCH, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PMG RESEARCH, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PMG RESEARCH, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PMG RESEARCH, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PMG RESEARCH, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PMG RESEARCH, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PMG RESEARCH, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PMG RESEARCH, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PMG RESEARCH, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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