?>
Logo

SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 401k Plan overview

Plan NameSUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN
Plan identification number 001

SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • 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.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

SUNBELT MARKETING INVESTMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name:SUNBELT MARKETING INVESTMENT CORP.
Employer identification number (EIN):581259105
NAIC Classification:423700

Additional information about SUNBELT MARKETING INVESTMENT CORP.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-02-07
Company Identification Number: 0013052506
Legal Registered Office Address: 7400 SUNBELT DR SE

AUSTELL
United States of America (USA)
30168

More information about SUNBELT MARKETING INVESTMENT CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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
0012017-01-01KEN PRAGER
0012016-01-01KEN PRAGER
0012015-01-01KEN PRAGER
0012014-01-01KEN PRAGER
0012013-01-01KEN PRAGER
0012012-01-01KEN PRAGER
0012011-01-01KEN PRAGER
0012010-01-01KEN PRAGER
0012009-12-01KEN PRAGER
0012008-12-01
0012008-12-01

Plan Statistics for SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN

401k plan membership statisitcs for SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN

Measure Date Value
2022: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01238
Total number of active participants reported on line 7a of the Form 55002022-01-01206
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01261
Number of participants with account balances2022-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01194
Total number of active participants reported on line 7a of the Form 55002021-01-01194
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01234
Number of participants with account balances2021-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01152
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01149
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-01124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01124
Number of participants with account balances2015-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01111
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01115
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0180
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0177
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0182
Total number of active participants reported on line 7a of the Form 55002012-01-0173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0178
Number of participants with account balances2012-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0181
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0178
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0184
Total number of active participants reported on line 7a of the Form 55002010-01-0174
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0180
Number of participants with account balances2010-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-0184
Total number of active participants reported on line 7a of the Form 55002009-12-0184
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-010
Total of all active and inactive participants2009-12-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-0184
Number of participants with account balances2009-12-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN

Measure Date Value
2022 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$25,599,951
Total unrealized appreciation/depreciation of assets2022-12-31$25,599,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,500,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,800,000
Total income from all sources (including contributions)2022-12-31$25,483,276
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,951,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,951,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,082,564
Value of total assets at end of year2022-12-31$116,865,234
Value of total assets at beginning of year2022-12-31$100,633,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$13,776
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$782,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$3,103
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$16,532,149
Value of net assets at end of year (total assets less liabilities)2022-12-31$115,365,234
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,833,085
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$6,770,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,002,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,159,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,595,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,595,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$13,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,216,118
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
Assets. Invements in employer securities at end of year2022-12-31$108,623,023
Assets. Invements in employer securities at beginning of year2022-12-31$90,735,546
Contributions received in cash from employer2022-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,951,127
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$308,900
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$299,000
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$1,500,000
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$1,800,000
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MICHAEL HALL, LLC
Accountancy firm EIN2022-12-31205491923
2021 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$38,095,891
Total unrealized appreciation/depreciation of assets2021-12-31$38,095,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,800,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,092,656
Total income from all sources (including contributions)2021-12-31$40,016,893
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,375,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,375,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,011,858
Value of total assets at end of year2021-12-31$100,633,085
Value of total assets at beginning of year2021-12-31$62,284,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,037,613
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$719,202
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$38,641,336
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,833,085
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,191,749
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$8,002,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,927,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,595,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$448,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$448,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$909,085
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
Assets. Invements in employer securities at end of year2021-12-31$90,735,546
Assets. Invements in employer securities at beginning of year2021-12-31$53,677,268
Contributions received in cash from employer2021-12-31$292,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,375,557
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$299,000
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$231,870
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$1,800,000
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$2,092,656
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MICHAEL HALL, LLC
Accountancy firm EIN2021-12-31205491923
2020 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$10,680,345
Total unrealized appreciation/depreciation of assets2020-12-31$10,680,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,092,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$591,887
Total income from all sources (including contributions)2020-12-31$12,507,873
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,615,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,615,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$855,347
Value of total assets at end of year2020-12-31$62,284,405
Value of total assets at beginning of year2020-12-31$53,891,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$2,399
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$4,930,552
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$562,691
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$6,575
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$6,892,139
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,191,749
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,299,610
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$7,927,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,000,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$448,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$537,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$537,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$969,782
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
Assets. Invements in employer securities at end of year2020-12-31$53,677,268
Assets. Invements in employer securities at beginning of year2020-12-31$46,127,474
Contributions received in cash from employer2020-12-31$292,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,615,734
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$231,870
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$226,500
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$2,092,656
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$585,312
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MICHAEL HALL, LLC
Accountancy firm EIN2020-12-31205491923
2019 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,756,507
Total unrealized appreciation/depreciation of assets2019-12-31$6,756,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$591,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$877,968
Total income from all sources (including contributions)2019-12-31$8,763,760
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,301,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,301,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$799,857
Value of total assets at end of year2019-12-31$53,891,497
Value of total assets at beginning of year2019-12-31$47,714,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$10,638
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$1,805,633
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$507,201
Liabilities. Value of operating payables at end of year2019-12-31$6,575
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$6,462,740
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,299,610
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,836,870
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$7,000,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,062,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$537,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$271,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$271,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,196,758
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
Assets. Invements in employer securities at end of year2019-12-31$46,127,474
Assets. Invements in employer securities at beginning of year2019-12-31$41,176,601
Contributions received in cash from employer2019-12-31$292,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,301,020
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$226,500
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$204,180
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$585,312
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$877,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MICHAEL HALL, LLC
Accountancy firm EIN2019-12-31205491923
2018 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$6,100,882
Total unrealized appreciation/depreciation of assets2018-12-31$6,100,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$877,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,135,262
Total income from all sources (including contributions)2018-12-31$6,398,866
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$601,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$601,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$652,575
Value of total assets at end of year2018-12-31$47,714,838
Value of total assets at beginning of year2018-12-31$42,174,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$2,737
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$294,695
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$412,575
Liabilities. Value of operating payables at beginning of year2018-12-31$17,294
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$5,797,753
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,836,870
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,039,117
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,062,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,543,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$271,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$60,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$60,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-357,328
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
Assets. Invements in employer securities at end of year2018-12-31$41,176,601
Assets. Invements in employer securities at beginning of year2018-12-31$35,371,917
Contributions received in cash from employer2018-12-31$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$601,113
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$204,180
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$198,220
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$877,968
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$1,117,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MICHAEL HALL GROUP LLC
Accountancy firm EIN2018-12-31205491923
2017 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,048,700
Total unrealized appreciation/depreciation of assets2017-12-31$5,048,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,135,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,357,968
Total income from all sources (including contributions)2017-12-31$6,452,815
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,047,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,047,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$520,501
Value of total assets at end of year2017-12-31$42,174,379
Value of total assets at beginning of year2017-12-31$36,992,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$711,225
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$280,501
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$17,294
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$5,404,839
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,039,117
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,634,278
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$6,543,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,544,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$60,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$250,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$250,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$883,614
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
Assets. Invements in employer securities at end of year2017-12-31$35,371,917
Assets. Invements in employer securities at beginning of year2017-12-31$31,034,443
Contributions received in cash from employer2017-12-31$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,047,976
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$198,220
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$162,980
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$1,117,968
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$1,357,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MICHAEL HALL GROUP LLC
Accountancy firm EIN2017-12-31205491923
2016 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,415,925
Total unrealized appreciation/depreciation of assets2016-12-31$2,415,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,357,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,597,968
Total income from all sources (including contributions)2016-12-31$3,405,379
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,213,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,213,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$553,521
Value of total assets at end of year2016-12-31$36,992,246
Value of total assets at beginning of year2016-12-31$35,040,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$344
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$983,512
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$313,521
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
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$2,191,727
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,634,278
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,442,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,544,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,098,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$250,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$208,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$208,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$435,589
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
Assets. Invements in employer securities at end of year2016-12-31$31,034,443
Assets. Invements in employer securities at beginning of year2016-12-31$29,602,025
Contributions received in cash from employer2016-12-31$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,213,652
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$162,980
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$132,040
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$1,357,968
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$1,597,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MICHAEL HALL GROUP LLC
Accountancy firm EIN2016-12-31205491923
2015 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,597,968
Total plan liabilities at beginning of year2015-12-31$1,838,038
Total income from all sources2015-12-31$2,564,171
Expenses. Total of all expenses incurred2015-12-31$243,432
Benefits paid (including direct rollovers)2015-12-31$243,432
Total plan assets at end of year2015-12-31$35,040,520
Total plan assets at beginning of year2015-12-31$32,959,851
Value of fidelity bond covering the plan2015-12-31$5,000,000
Total contributions received or receivable from participants2015-12-31$314,929
Other income received2015-12-31$2,009,242
Net income (gross income less expenses)2015-12-31$2,320,739
Net plan assets at end of year (total assets less liabilities)2015-12-31$33,442,552
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$31,121,813
Assets. Value of employer securities2015-12-31$29,602,025
Total contributions received or receivable from employer(s)2015-12-31$240,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$197,410
2014 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,838,038
Total plan liabilities at beginning of year2014-12-31$78,075
Total income from all sources2014-12-31$3,924,013
Expenses. Total of all expenses incurred2014-12-31$963,073
Benefits paid (including direct rollovers)2014-12-31$963,073
Total plan assets at end of year2014-12-31$32,959,851
Total plan assets at beginning of year2014-12-31$28,238,948
Value of fidelity bond covering the plan2014-12-31$5,000,000
Total contributions received or receivable from participants2014-12-31$276,355
Other income received2014-12-31$3,407,658
Net income (gross income less expenses)2014-12-31$2,960,940
Net plan assets at end of year (total assets less liabilities)2014-12-31$31,121,813
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$28,160,873
Assets. Value of employer securities2014-12-31$27,724,469
Total contributions received or receivable from employer(s)2014-12-31$240,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$730,145
2013 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$78,075
Total plan liabilities at beginning of year2013-12-31$198,071
Total income from all sources2013-12-31$3,881,180
Expenses. Total of all expenses incurred2013-12-31$1,755,479
Benefits paid (including direct rollovers)2013-12-31$1,755,479
Total plan assets at end of year2013-12-31$28,238,948
Total plan assets at beginning of year2013-12-31$26,233,243
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$210,307
Other income received2013-12-31$3,550,873
Net income (gross income less expenses)2013-12-31$2,125,701
Net plan assets at end of year (total assets less liabilities)2013-12-31$28,160,873
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$26,035,172
Assets. Value of employer securities2013-12-31$23,417,992
Total contributions received or receivable from employer(s)2013-12-31$120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$1,363,997
2012 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$198,071
Total plan liabilities at beginning of year2012-12-31$318,071
Total income from all sources2012-12-31$3,485,004
Expenses. Total of all expenses incurred2012-12-31$394,141
Benefits paid (including direct rollovers)2012-12-31$394,141
Total plan assets at end of year2012-12-31$26,233,243
Total plan assets at beginning of year2012-12-31$23,262,380
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$205,233
Other income received2012-12-31$3,159,771
Net income (gross income less expenses)2012-12-31$3,090,863
Net plan assets at end of year (total assets less liabilities)2012-12-31$26,035,172
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$22,944,309
Assets. Value of employer securities2012-12-31$21,921,264
Total contributions received or receivable from employer(s)2012-12-31$120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$281,788
2011 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$318,071
Total plan liabilities at beginning of year2011-12-31$438,918
Total income from all sources2011-12-31$3,365,046
Expenses. Total of all expenses incurred2011-12-31$367,187
Benefits paid (including direct rollovers)2011-12-31$367,187
Total plan assets at end of year2011-12-31$23,262,380
Total plan assets at beginning of year2011-12-31$20,385,368
Value of fidelity bond covering the plan2011-12-31$5,000,000
Total contributions received or receivable from participants2011-12-31$235,485
Other income received2011-12-31$3,009,561
Net income (gross income less expenses)2011-12-31$2,997,859
Net plan assets at end of year (total assets less liabilities)2011-12-31$22,944,309
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$19,946,450
Assets. Value of employer securities2011-12-31$19,489,377
Total contributions received or receivable from employer(s)2011-12-31$120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$192,082
2010 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$438,918
Total plan liabilities at beginning of year2010-12-31$558,918
Total income from all sources2010-12-31$3,424,833
Expenses. Total of all expenses incurred2010-12-31$787,346
Benefits paid (including direct rollovers)2010-12-31$758,587
Total plan assets at end of year2010-12-31$20,385,368
Total plan assets at beginning of year2010-12-31$17,867,881
Value of fidelity bond covering the plan2010-12-31$5,000,000
Total contributions received or receivable from participants2010-12-31$225,637
Other income received2010-12-31$3,079,196
Net income (gross income less expenses)2010-12-31$2,637,487
Net plan assets at end of year (total assets less liabilities)2010-12-31$19,946,450
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$17,308,963
Assets. Value of employer securities2010-12-31$16,705,859
Total contributions received or receivable from employer(s)2010-12-31$120,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$28,759
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$522,544
2009 : SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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 SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN

2022: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Potentially related plans

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

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

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

See full terms and conditions

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