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PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePRO MARKETING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PRO MARKETING, INC.
Employer identification number (EIN):581599160
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LORI ELLIS2023-10-15
0012021-01-01LORI ELLIS2022-09-25
0012020-01-01JEFF JONES2021-10-12
0012019-01-01JEFF JONES2020-10-07
0012018-01-01DARREN SMITH2019-09-29
0012017-01-01
0012016-01-01
0012015-01-01JOHN MORRIS
0012014-01-01JOHN MORRIS
0012013-01-01JOHN MORRIS
0012012-01-01JAY HALL
0012011-01-01JAY HALL
0012009-01-01JAY HALL
0012009-01-01JAY HALL

Plan Statistics for PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01691
Total number of active participants reported on line 7a of the Form 55002022-01-01476
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01178
Total of all active and inactive participants2022-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01656
Number of participants with account balances2022-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01708
Total number of active participants reported on line 7a of the Form 55002021-01-01517
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01161
Total of all active and inactive participants2021-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01678
Number of participants with account balances2021-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01675
Total number of active participants reported on line 7a of the Form 55002020-01-01534
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01148
Total of all active and inactive participants2020-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01682
Number of participants with account balances2020-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01710
Total number of active participants reported on line 7a of the Form 55002019-01-01511
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01152
Total of all active and inactive participants2019-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01663
Number of participants with account balances2019-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01654
Total number of active participants reported on line 7a of the Form 55002018-01-01484
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01147
Total of all active and inactive participants2018-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01631
Number of participants with account balances2018-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01747
Total number of active participants reported on line 7a of the Form 55002017-01-01474
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01146
Total of all active and inactive participants2017-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01620
Number of participants with account balances2017-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01771
Total number of active participants reported on line 7a of the Form 55002016-01-01530
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01178
Total of all active and inactive participants2016-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01709
Number of participants with account balances2016-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01733
Total number of active participants reported on line 7a of the Form 55002015-01-01572
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01152
Total of all active and inactive participants2015-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01724
Number of participants with account balances2015-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01773
Total number of active participants reported on line 7a of the Form 55002014-01-01536
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01142
Total of all active and inactive participants2014-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01678
Number of participants with account balances2014-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01645
Total number of active participants reported on line 7a of the Form 55002013-01-01591
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01151
Total of all active and inactive participants2013-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01742
Number of participants with account balances2013-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0146
2012: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01716
Total number of active participants reported on line 7a of the Form 55002012-01-01482
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01163
Total of all active and inactive participants2012-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01645
Number of participants with account balances2012-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0192
2011: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01764
Total number of active participants reported on line 7a of the Form 55002011-01-01552
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01145
Total of all active and inactive participants2011-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01697
Number of participants with account balances2011-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,395
Total number of active participants reported on line 7a of the Form 55002009-01-01310
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01237
Total of all active and inactive participants2009-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01548
Number of participants with account balances2009-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0150

Financial Data on PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PRO MARKETING, INC. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-811,051
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$509,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$433,768
Value of total corrective distributions2022-12-31$62,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,709,211
Value of total assets at end of year2022-12-31$14,304,041
Value of total assets at beginning of year2022-12-31$15,624,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,280
Total interest from all sources2022-12-31$33,957
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,347,448
Participant contributions at end of year2022-12-31$324,188
Participant contributions at beginning of year2022-12-31$274,644
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,320,874
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,304,041
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,624,915
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 pooled separate accounts at end of year2022-12-31$11,743,191
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,296,491
Interest on participant loans2022-12-31$11,449
Interest earned on other investments2022-12-31$22,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,236,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,053,780
Net investment gain/loss from pooled separate accounts2022-12-31$-2,554,219
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$334,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$433,768
Contract administrator fees2022-12-31$13,280
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 name2022-12-31SMITH + HOWARD
Accountancy firm EIN2022-12-31581250486
2021 : PRO MARKETING, INC. 401(K) PROFIT SHARING 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$3,677,572
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,867,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,813,637
Value of total corrective distributions2021-12-31$40,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,498,576
Value of total assets at end of year2021-12-31$15,624,915
Value of total assets at beginning of year2021-12-31$14,814,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,954
Total interest from all sources2021-12-31$34,517
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,179,221
Participant contributions at end of year2021-12-31$274,644
Participant contributions at beginning of year2021-12-31$271,731
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,991
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$809,990
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,624,915
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,814,925
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 pooled separate accounts at end of year2021-12-31$13,296,491
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,595,525
Interest on participant loans2021-12-31$9,784
Interest earned on other investments2021-12-31$24,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,053,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,947,669
Net investment gain/loss from pooled separate accounts2021-12-31$2,144,479
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$307,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,813,637
Contract administrator fees2021-12-31$12,954
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 name2021-12-31BRADY WARE & SCHOENFIELD, INC
Accountancy firm EIN2021-12-31351476702
2020 : PRO MARKETING, INC. 401(K) PROFIT SHARING 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$3,377,636
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$752,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$639,983
Value of total corrective distributions2020-12-31$101,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,456,460
Value of total assets at end of year2020-12-31$14,814,925
Value of total assets at beginning of year2020-12-31$12,189,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,012
Total interest from all sources2020-12-31$34,301
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$938,428
Participant contributions at end of year2020-12-31$271,731
Participant contributions at beginning of year2020-12-31$248,429
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$278,940
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$2,625,285
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,814,925
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,189,640
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 pooled separate accounts at end of year2020-12-31$12,595,525
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,827,861
Interest on participant loans2020-12-31$11,862
Interest earned on other investments2020-12-31$22,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,947,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,113,350
Net investment gain/loss from pooled separate accounts2020-12-31$1,886,875
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$239,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$639,983
Contract administrator fees2020-12-31$11,012
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BRADY WARE & SCHOENFIELD, INC
Accountancy firm EIN2020-12-31351476702
2019 : PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$3,299,014
Total income from all sources (including contributions)2019-12-31$3,299,014
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$396,560
Total of all expenses incurred2019-12-31$396,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$296,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$296,562
Value of total corrective distributions2019-12-31$90,224
Value of total corrective distributions2019-12-31$90,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,165,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,165,627
Value of total assets at end of year2019-12-31$12,189,640
Value of total assets at end of year2019-12-31$12,189,640
Value of total assets at beginning of year2019-12-31$9,287,186
Value of total assets at beginning of year2019-12-31$9,287,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,774
Total interest from all sources2019-12-31$30,116
Total interest from all sources2019-12-31$30,116
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$903,706
Contributions received from participants2019-12-31$903,706
Participant contributions at end of year2019-12-31$248,429
Participant contributions at end of year2019-12-31$248,429
Participant contributions at beginning of year2019-12-31$188,576
Participant contributions at beginning of year2019-12-31$188,576
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,253
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,902,454
Value of net income/loss2019-12-31$2,902,454
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,189,640
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,189,640
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,287,186
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,287,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,827,861
Value of interest in pooled separate accounts at end of year2019-12-31$10,827,861
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,773,439
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,773,439
Interest on participant loans2019-12-31$10,284
Interest on participant loans2019-12-31$10,284
Interest earned on other investments2019-12-31$19,832
Interest earned on other investments2019-12-31$19,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,113,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,113,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,325,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,325,171
Net investment gain/loss from pooled separate accounts2019-12-31$2,103,271
Net investment gain/loss from pooled separate accounts2019-12-31$2,103,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$240,668
Contributions received in cash from employer2019-12-31$240,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$296,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$296,562
Contract administrator fees2019-12-31$9,774
Contract administrator fees2019-12-31$9,774
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRADY WARE & SCHOENFIELD, INC.
Accountancy firm name2019-12-31BRADY WARE & SCHOENFIELD, INC.
Accountancy firm EIN2019-12-31351476702
Accountancy firm EIN2019-12-31351476702
2018 : PRO MARKETING, INC. 401(K) PROFIT SHARING 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$370,160
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$798,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$727,989
Value of total corrective distributions2018-12-31$60,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,040,702
Value of total assets at end of year2018-12-31$9,287,186
Value of total assets at beginning of year2018-12-31$9,715,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,817
Total interest from all sources2018-12-31$24,608
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$807,359
Participant contributions at end of year2018-12-31$188,576
Participant contributions at beginning of year2018-12-31$213,492
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-428,052
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,287,186
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,715,238
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 pooled separate accounts at end of year2018-12-31$7,773,439
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,080,692
Interest on participant loans2018-12-31$7,673
Interest earned on other investments2018-12-31$16,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,325,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,421,054
Net investment gain/loss from pooled separate accounts2018-12-31$-695,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$224,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$727,989
Contract administrator fees2018-12-31$9,817
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 name2018-12-31BRADY WARE & SCHOENFIELD, INC
Accountancy firm EIN2018-12-31351476702
2017 : PRO MARKETING, INC. 401(K) PROFIT SHARING 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$2,091,732
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$953,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$929,997
Value of total corrective distributions2017-12-31$9,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$884,432
Value of total assets at end of year2017-12-31$9,715,238
Value of total assets at beginning of year2017-12-31$8,576,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,290
Total interest from all sources2017-12-31$23,988
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$673,921
Participant contributions at end of year2017-12-31$213,492
Participant contributions at beginning of year2017-12-31$236,997
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,138,533
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,715,238
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,576,705
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 pooled separate accounts at end of year2017-12-31$8,080,692
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,072,109
Interest on participant loans2017-12-31$7,449
Interest earned on other investments2017-12-31$16,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,421,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,267,599
Net investment gain/loss from pooled separate accounts2017-12-31$1,183,312
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$207,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$929,997
Contract administrator fees2017-12-31$13,290
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 name2017-12-31BRADY WARE & SCHOENFIELD, INC
Accountancy firm EIN2017-12-31251838406
2016 : PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,433,071
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$361,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$285,399
Value of total corrective distributions2016-12-31$61,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$841,490
Value of total assets at end of year2016-12-31$8,576,705
Value of total assets at beginning of year2016-12-31$7,505,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,999
Total interest from all sources2016-12-31$23,393
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$633,316
Participant contributions at end of year2016-12-31$236,997
Participant contributions at beginning of year2016-12-31$273,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,071,564
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,576,705
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,505,141
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$7,072,109
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,092,886
Interest on participant loans2016-12-31$9,236
Interest earned on other investments2016-12-31$14,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,267,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,138,668
Net investment gain/loss from pooled separate accounts2016-12-31$568,188
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$208,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$285,399
Contract administrator fees2016-12-31$14,999
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 name2016-12-31BRADY WARE & SCHOENFELD, INC.
Accountancy firm EIN2016-12-31351476702
2015 : PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$703,642
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$264,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$214,046
Value of total corrective distributions2015-12-31$39,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$823,133
Value of total assets at end of year2015-12-31$7,505,141
Value of total assets at beginning of year2015-12-31$7,065,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,965
Total interest from all sources2015-12-31$20,710
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$590,652
Participant contributions at end of year2015-12-31$273,587
Participant contributions at beginning of year2015-12-31$283,345
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$35,031
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$439,519
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,505,141
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,065,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,092,886
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,570,115
Interest on participant loans2015-12-31$8,434
Interest earned on other investments2015-12-31$12,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,138,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,212,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-140,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$197,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$214,046
Contract administrator fees2015-12-31$10,965
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 name2015-12-31BRADY WARE & SCHOENFELD, INC.
Accountancy firm EIN2015-12-31351476702
2014 : PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,375,467
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$266,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$255,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$954,002
Value of total assets at end of year2014-12-31$7,065,622
Value of total assets at beginning of year2014-12-31$5,956,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,433
Total interest from all sources2014-12-31$20,816
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$421,742
Participant contributions at end of year2014-12-31$283,345
Participant contributions at beginning of year2014-12-31$236,559
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$466,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,108,812
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,065,622
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,956,810
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
Value of interest in pooled separate accounts at end of year2014-12-31$5,570,115
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,885,732
Interest on participant loans2014-12-31$8,654
Interest earned on other investments2014-12-31$12,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,212,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$834,519
Net investment gain/loss from pooled separate accounts2014-12-31$400,649
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$65,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$255,222
Contract administrator fees2014-12-31$11,433
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 name2014-12-31BRADY WARE & SCHOENFELD, INC.
Accountancy firm EIN2014-12-31351476702
2013 : PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,204,304
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$293,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$271,638
Value of total corrective distributions2013-12-31$2,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$233,473
Value of total assets at end of year2013-12-31$5,956,810
Value of total assets at beginning of year2013-12-31$5,045,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,638
Total interest from all sources2013-12-31$18,453
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$233,473
Participant contributions at end of year2013-12-31$236,559
Participant contributions at beginning of year2013-12-31$135,420
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$911,070
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,956,810
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,045,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,885,732
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,003,055
Interest on participant loans2013-12-31$6,059
Interest earned on other investments2013-12-31$12,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$834,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$907,265
Net investment gain/loss from pooled separate accounts2013-12-31$952,378
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$271,638
Contract administrator fees2013-12-31$18,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRADY WARE & SCHOENFELD, INC.
Accountancy firm EIN2013-12-31351476702
2012 : PRO MARKETING, INC. 401(K) PROFIT SHARING 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$770,742
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$486,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$461,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$197,166
Value of total assets at end of year2012-12-31$5,045,740
Value of total assets at beginning of year2012-12-31$4,761,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,505
Total interest from all sources2012-12-31$27,639
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$194,745
Participant contributions at end of year2012-12-31$135,420
Participant contributions at beginning of year2012-12-31$124,382
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,421
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$283,881
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,045,740
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,761,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,003,055
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,645,166
Interest on participant loans2012-12-31$4,078
Interest earned on other investments2012-12-31$23,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$907,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$992,311
Net investment gain/loss from pooled separate accounts2012-12-31$545,937
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$461,356
Contract administrator fees2012-12-31$25,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRADY WARE & SCHOENFELD INC
Accountancy firm EIN2012-12-31351476702
2011 : PRO MARKETING, INC. 401(K) PROFIT SHARING 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$114,709
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$358,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$335,066
Expenses. Certain deemed distributions of participant loans2011-12-31$5,383
Value of total corrective distributions2011-12-31$3,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$194,741
Value of total assets at end of year2011-12-31$4,761,859
Value of total assets at beginning of year2011-12-31$5,005,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,696
Total interest from all sources2011-12-31$26,790
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$194,741
Participant contributions at end of year2011-12-31$124,382
Participant contributions at beginning of year2011-12-31$133,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-243,986
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,761,859
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,005,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,645,166
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,040,053
Interest on participant loans2011-12-31$4,124
Interest earned on other investments2011-12-31$22,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$992,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$831,901
Net investment gain/loss from pooled separate accounts2011-12-31$-106,822
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$335,066
Contract administrator fees2011-12-31$14,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRADY WARE & SCHOENFELD INC.
Accountancy firm EIN2011-12-31351476702
2010 : PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$860,613
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$706,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$653,281
Value of total corrective distributions2010-12-31$36,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$191,183
Value of total assets at end of year2010-12-31$5,005,845
Value of total assets at beginning of year2010-12-31$4,852,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,219
Total interest from all sources2010-12-31$28,055
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$187,070
Participant contributions at end of year2010-12-31$133,891
Participant contributions at beginning of year2010-12-31$173,242
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,113
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$153,802
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,005,845
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,852,043
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 pooled separate accounts at end of year2010-12-31$4,040,053
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,772,871
Interest on participant loans2010-12-31$4,525
Interest earned on other investments2010-12-31$23,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$831,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$905,930
Net investment gain/loss from pooled separate accounts2010-12-31$641,375
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$653,281
Contract administrator fees2010-12-31$17,219
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 name2010-12-31BRADY WARE & SCHOENFELD INC.
Accountancy firm EIN2010-12-31351476702

Form 5500 Responses for PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN

2022: PRO MARKETING, INC. 401(K) PROFIT SHARING 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: PRO MARKETING, INC. 401(K) PROFIT SHARING 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: PRO MARKETING, INC. 401(K) PROFIT SHARING 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: PRO MARKETING, INC. 401(K) PROFIT SHARING 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: PRO MARKETING, INC. 401(K) PROFIT SHARING 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: PRO MARKETING, INC. 401(K) PROFIT SHARING 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: PRO MARKETING, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRO MARKETING, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRO MARKETING, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRO MARKETING, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRO MARKETING, INC. 401(K) PROFIT SHARING 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: PRO MARKETING, INC. 401(K) PROFIT SHARING 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: PRO MARKETING, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered656
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $34,527
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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?No
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 $34,527
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered678
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $37,544
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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?No
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 $37,544
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered682
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $32,120
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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?No
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 $30,613
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered663
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $43,032
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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?No
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 $26,895
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered631
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $39,349
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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?No
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 $24,593
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered620
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,483
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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?No
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 $22,177
Insurance broker organization code?3
Insurance broker nameJAMES HALL
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered724
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,725
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 Administration1
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?No
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 $17,326
Insurance broker organization code?3
Insurance broker nameJAMES HALL
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered678
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,411
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 Administration1
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?No
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 $15,411
Insurance broker organization code?3
Insurance broker nameJOHN HANNAH
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered742
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,374
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 Administration1
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?No
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 $13,374
Insurance broker organization code?3
Insurance broker nameJOHN HANNAH
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered645
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,125
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 Administration1
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?No
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 $12,125
Insurance broker organization code?3
Insurance broker nameJOHN HANNAH
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered697
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,966
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 Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802088
Policy instance 1
Insurance contract or identification number802088
Number of Individuals Covered731
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,446
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 Administration1
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?No
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

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