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SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 401k Plan overview

Plan NameSELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN
Plan identification number 001

SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SELLETHICS MARKETING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SELLETHICS MARKETING GROUP, INC.
Employer identification number (EIN):562119424
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOEL BARHAM
0012016-01-01JOEL BARHAM
0012015-01-01JOEL J BARHAM
0012014-01-01JOEL BARHAM
0012013-01-01JOEL BARHAM
0012012-01-01JOEL BARHAM
0012011-01-01JOEL J BARHAM
0012009-01-01JOEL BARHAM

Plan Statistics for SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN

401k plan membership statisitcs for SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN

Measure Date Value
2022: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01407
Total number of active participants reported on line 7a of the Form 55002022-01-01382
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01415
Number of participants with account balances2022-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01389
Total number of active participants reported on line 7a of the Form 55002021-01-01362
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01407
Number of participants with account balances2021-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01347
Total number of active participants reported on line 7a of the Form 55002020-01-01353
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01389
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01326
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01347
Number of participants with account balances2019-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01319
Total number of active participants reported on line 7a of the Form 55002018-01-01261
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01285
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01351
Total number of active participants reported on line 7a of the Form 55002017-01-01293
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01319
Number of participants with account balances2017-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01346
Total number of active participants reported on line 7a of the Form 55002016-01-01320
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01348
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01364
Total number of active participants reported on line 7a of the Form 55002015-01-01317
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01343
Total participants2015-01-01343
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01348
Total number of active participants reported on line 7a of the Form 55002014-01-01333
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01362
Total participants2014-01-01362
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01331
Total number of active participants reported on line 7a of the Form 55002013-01-01306
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01336
Number of participants with account balances2013-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01317
Total number of active participants reported on line 7a of the Form 55002012-01-01295
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01331
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01321
Total number of active participants reported on line 7a of the Form 55002011-01-01277
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01315
Number of participants with account balances2011-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01388
Total number of active participants reported on line 7a of the Form 55002009-01-01355
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01371
Number of participants with account balances2009-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN

Measure Date Value
2022 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-352,937
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,431,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,372,067
Value of total corrective distributions2022-12-31$31,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,804,514
Value of total assets at end of year2022-12-31$13,715,721
Value of total assets at beginning of year2022-12-31$15,500,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,544
Total interest from all sources2022-12-31$33,863
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$597,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$597,266
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$1,515,548
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$101,883
Other income not declared elsewhere2022-12-31$37,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,784,828
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,715,721
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,500,549
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,501,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,337,086
Interest earned on other investments2022-12-31$33,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,213,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,163,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,826,001
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$187,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,372,067
Contract administrator fees2022-12-31$28,544
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2022-12-31271654932
2021 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,504,946
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,557,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,495,205
Value of total corrective distributions2021-12-31$19,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,886,928
Value of total assets at end of year2021-12-31$15,500,549
Value of total assets at beginning of year2021-12-31$13,552,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,478
Total interest from all sources2021-12-31$31,809
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$778,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$778,686
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,371,831
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$346,361
Other income not declared elsewhere2021-12-31$42,013
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$1,947,566
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,500,549
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,552,983
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,337,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,957,161
Interest earned on other investments2021-12-31$31,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,163,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,595,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$765,510
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$168,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,495,205
Contract administrator fees2021-12-31$42,478
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2021-12-31271654932
2020 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,321,223
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$771,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$721,654
Value of total corrective distributions2020-12-31$10,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,697,915
Value of total assets at end of year2020-12-31$13,552,983
Value of total assets at beginning of year2020-12-31$11,003,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,339
Total interest from all sources2020-12-31$37,622
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$399,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$399,073
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,256,045
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$274,810
Other income not declared elsewhere2020-12-31$35,150
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$2,549,536
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,552,983
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,003,447
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,957,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,159,087
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest earned on other investments2020-12-31$37,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,595,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,844,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,151,463
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$167,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$721,654
Contract administrator fees2020-12-31$39,339
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 name2020-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2020-12-31271654932
2019 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,276,811
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,041,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,014,707
Value of total corrective distributions2019-12-31$18,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,686,399
Value of total assets at end of year2019-12-31$11,003,447
Value of total assets at beginning of year2019-12-31$8,767,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,146
Total interest from all sources2019-12-31$31,513
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,134
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,106,058
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$438,305
Other income not declared elsewhere2019-12-31$11,116
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$2,235,800
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,003,447
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,767,647
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,159,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,943,259
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$0
Interest earned on other investments2019-12-31$29,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$204,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$204,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,844,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,620,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,228,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$142,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,014,707
Contract administrator fees2019-12-31$8,146
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2019-12-31271654932
2018 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$961,328
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$853,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$845,860
Value of total corrective distributions2018-12-31$2,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,405,200
Value of total assets at end of year2018-12-31$8,767,647
Value of total assets at beginning of year2018-12-31$8,659,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,200
Total interest from all sources2018-12-31$25,746
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$352,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$352,900
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$946,923
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$345,566
Other income not declared elsewhere2018-12-31$13,085
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$107,831
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,767,647
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,659,816
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$5,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,943,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,649,997
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$23,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$204,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$238,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$238,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,620,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,771,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-835,603
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$112,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$845,860
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 name2018-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2018-12-31271654932
2017 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,834,360
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,383,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,382,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$963,189
Value of total assets at end of year2017-12-31$8,659,816
Value of total assets at beginning of year2017-12-31$8,208,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$875
Total interest from all sources2017-12-31$25,670
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$362,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$362,186
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 period2017-12-31Yes
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$739,560
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$119,869
Other income not declared elsewhere2017-12-31$6,820
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$451,300
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,659,816
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,208,516
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,649,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,497,683
Interest earned on other investments2017-12-31$25,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$238,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,771,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$710,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$476,495
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$103,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,382,185
Contract administrator fees2017-12-31$875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2017-12-31271654932
2016 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,406,965
Total of all expenses incurred2016-12-31$624,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$609,534
Value of total corrective distributions2016-12-31$7,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$834,563
Value of total assets at end of year2016-12-31$8,208,516
Value of total assets at beginning of year2016-12-31$7,426,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$703,112
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,069
Other income not declared elsewhere2016-12-31$3,468
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$782,002
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,208,516
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,426,514
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 pooled separate accounts at end of year2016-12-31$7,497,683
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,767,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$710,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$658,944
Net investment gain/loss from pooled separate accounts2016-12-31$568,934
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$102,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$609,534
Contract administrator fees2016-12-31$7,913
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 name2016-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2016-12-31271654932
2015 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$541,746
Total of all expenses incurred2015-12-31$659,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$650,646
Value of total corrective distributions2015-12-31$597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$689,230
Value of total assets at end of year2015-12-31$7,426,514
Value of total assets at beginning of year2015-12-31$7,543,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,809
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$1,714
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$586,811
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,810
Other income not declared elsewhere2015-12-31$3,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-117,306
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,426,514
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,543,820
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$6,095
Value of interest in pooled separate accounts at end of year2015-12-31$6,767,570
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,919,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$658,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$623,963
Net investment gain/loss from pooled separate accounts2015-12-31$-150,658
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$88,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$650,646
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 name2015-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2015-12-31271654932
2014 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,163,627
Total of all expenses incurred2014-12-31$385,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$373,027
Value of total corrective distributions2014-12-31$5,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$793,017
Value of total assets at end of year2014-12-31$7,543,820
Value of total assets at beginning of year2014-12-31$6,765,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,432
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$530,549
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$191,211
Other income not declared elsewhere2014-12-31$2,471
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$778,010
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,543,820
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,765,810
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$5,695
Value of interest in pooled separate accounts at end of year2014-12-31$6,919,857
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,325,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$623,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$440,704
Net investment gain/loss from pooled separate accounts2014-12-31$368,139
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$71,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$373,027
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 name2014-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2014-12-31271654932
2013 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,575,524
Total of all expenses incurred2013-12-31$610,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$601,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$622,975
Value of total assets at end of year2013-12-31$6,765,810
Value of total assets at beginning of year2013-12-31$5,800,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,100
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$524,410
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,693
Other income not declared elsewhere2013-12-31$2,431
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$965,093
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,765,810
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,800,717
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$8,035
Value of interest in pooled separate accounts at end of year2013-12-31$6,325,106
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,099,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$440,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$700,988
Net investment gain/loss from pooled separate accounts2013-12-31$950,118
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$82,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$601,296
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 name2013-12-31MELISSA G. CRITCHER, CPA
Accountancy firm EIN2013-12-31271654932
2012 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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$1,281,637
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$586,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$572,398
Value of total corrective distributions2012-12-31$5,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$661,553
Value of total assets at end of year2012-12-31$5,800,717
Value of total assets at beginning of year2012-12-31$5,105,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,201
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
Administrative expenses professional fees incurred2012-12-31$1,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$553,204
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,374
Other income not declared elsewhere2012-12-31$4,232
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$694,841
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,800,717
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,105,877
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$8,201
Value of interest in pooled separate accounts at end of year2012-12-31$5,099,729
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,364,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$700,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$740,989
Net investment gain/loss from pooled separate accounts2012-12-31$615,852
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$89,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$572,398
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 name2012-12-31KATHY R. HARDY, CPA
Accountancy firm EIN2012-12-31200475973
2011 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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$398,194
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$598,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$595,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$553,995
Value of total assets at end of year2011-12-31$5,105,877
Value of total assets at beginning of year2011-12-31$5,305,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,592
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
Administrative expenses professional fees incurred2011-12-31$550
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 period2011-12-31Yes
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$456,294
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,260
Other income not declared elsewhere2011-12-31$3,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-200,068
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,105,877
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,305,945
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$2,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,677,609
Value of interest in pooled separate accounts at end of year2011-12-31$4,364,888
Value of interest in common/collective trusts at beginning of year2011-12-31$628,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$740,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$194,546
Net investment gain/loss from pooled separate accounts2011-12-31$-353,626
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$71,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$595,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31KATHY R. HARDY, CPA
Accountancy firm EIN2011-12-31200475973
2010 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,376,567
Total of all expenses incurred2010-12-31$571,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$565,153
Value of total corrective distributions2010-12-31$5,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$676,536
Value of total assets at end of year2010-12-31$5,305,945
Value of total assets at beginning of year2010-12-31$4,500,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$343
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$65,978
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$65,978
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$535,234
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$53,154
Administrative expenses (other) incurred2010-12-31$343
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$805,227
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,305,945
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,500,718
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$4,677,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,020,706
Value of interest in common/collective trusts at end of year2010-12-31$628,336
Value of interest in common/collective trusts at beginning of year2010-12-31$480,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$613,556
Net investment gain or loss from common/collective trusts2010-12-31$20,497
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$88,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$565,153
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 name2010-12-31KATHY R HARDY, CPA
Accountancy firm EIN2010-12-31200475973
2009 : SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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 SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN

2022: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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 filingNo
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401K 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894742-087
Policy instance 1
Insurance contract or identification number894742-087
Number of Individuals Covered180
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894742+087
Policy instance 1
Insurance contract or identification number894742+087
Number of Individuals Covered173
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894742+087
Policy instance 1
Insurance contract or identification number894742+087
Number of Individuals Covered169
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894742+087
Policy instance 1
Insurance contract or identification number894742+087
Number of Individuals Covered152
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894742+087
Policy instance 1
Insurance contract or identification number894742+087
Number of Individuals Covered135
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894742+087
Policy instance 2
Insurance contract or identification number894742+087
Number of Individuals Covered148
Insurance policy start date2017-02-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600881-000
Policy instance 1
Insurance contract or identification number600881-000
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600881-000
Policy instance 1
Insurance contract or identification number600881-000
Number of Individuals Covered155
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,390
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
Commission paid to Insurance BrokerUSD $22,390
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600881-000
Policy instance 1
Insurance contract or identification number600881-000
Number of Individuals Covered147
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $21,772
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
Commission paid to Insurance BrokerUSD $21,772
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600881-000
Policy instance 1
Insurance contract or identification number600881-000
Number of Individuals Covered146
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,329
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
Commission paid to Insurance BrokerUSD $18,329
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600881-000
Policy instance 1
Insurance contract or identification number600881-000
Number of Individuals Covered155
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,077
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,077
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600881-000
Policy instance 1
Insurance contract or identification number600881-000
Number of Individuals Covered161
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $27,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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