RALLY MARKETING GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RALLY MARKETING GROUP 401 (K) PLAN & TRUST
Measure | Date | Value |
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2012: RALLY MARKETING GROUP 401 (K) PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 93 |
Total of all active and inactive participants | 2012-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 109 |
Number of participants with account balances | 2012-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RALLY MARKETING GROUP 401 (K) PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 97 |
Total of all active and inactive participants | 2011-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 116 |
Number of participants with account balances | 2011-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: RALLY MARKETING GROUP 401 (K) PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 91 |
Total of all active and inactive participants | 2010-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 180 |
Number of participants with account balances | 2010-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: RALLY MARKETING GROUP 401 (K) PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 347 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 93 |
Total of all active and inactive participants | 2009-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 212 |
Number of participants with account balances | 2009-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
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2012 : RALLY MARKETING GROUP 401 (K) PLAN & TRUST 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $170,245 |
Total of all expenses incurred | 2012-12-31 | $99,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $92,642 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $7,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $31,687 |
Value of total assets at end of year | 2012-12-31 | $1,164,643 |
Value of total assets at beginning of year | 2012-12-31 | $1,094,373 |
Total interest from all sources | 2012-12-31 | $226 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $31,687 |
Participant contributions at end of year | 2012-12-31 | $3,495 |
Participant contributions at beginning of year | 2012-12-31 | $13,283 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $70,270 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,164,643 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,094,373 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,095,606 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,017,053 |
Interest on participant loans | 2012-12-31 | $226 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $65,542 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $64,037 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $137,588 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $92,642 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PETERSON SULLIVAN, LLP |
Accountancy firm EIN | 2012-12-31 | 910605875 |
2011 : RALLY MARKETING GROUP 401 (K) PLAN & TRUST 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $-8,600 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $215,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $212,319 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $3,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $54,368 |
Value of total assets at end of year | 2011-12-31 | $1,094,373 |
Value of total assets at beginning of year | 2011-12-31 | $1,318,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $917 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $54,368 |
Participant contributions at end of year | 2011-12-31 | $13,283 |
Participant contributions at beginning of year | 2011-12-31 | $18,502 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-224,065 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,094,373 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,318,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,017,053 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,234,375 |
Interest on participant loans | 2011-12-31 | $917 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $64,037 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $65,561 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-65,225 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $212,319 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SWEENEY CONRAD P.S. |
Accountancy firm EIN | 2011-12-31 | 913101672 |
2010 : RALLY MARKETING GROUP 401 (K) PLAN & TRUST 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $213,128 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $168,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $166,419 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $82,751 |
Value of total assets at end of year | 2010-12-31 | $1,318,438 |
Value of total assets at beginning of year | 2010-12-31 | $1,274,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,842 |
Total interest from all sources | 2010-12-31 | $988 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $82,751 |
Participant contributions at end of year | 2010-12-31 | $18,502 |
Participant contributions at beginning of year | 2010-12-31 | $20,122 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $1,842 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $44,411 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,318,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,274,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,234,375 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,189,718 |
Interest on participant loans | 2010-12-31 | $988 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $65,561 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $64,187 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $128,040 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $166,419 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SWEENEY CONRAD P.S. |
Accountancy firm EIN | 2010-12-31 | 913101672 |