401k Plan data: MARGE CARSON INC. 401K PS PLAN plan

MARGE CARSON INC. 401K PS PLAN 401k Plan overview

Plan Name	MARGE CARSON INC. 401K PS PLAN
Plan identification number	001

MARGE CARSON INC. 401K PS PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARGE CARSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARGE CARSON, INC.

Employer identification number (EIN): 951695248

NAIC Classification: 423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARGE CARSON INC. 401K PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 NICOLE HERNANDEZ 2020-07-02
001 2018-01-01 GARY GONZALES 2019-05-30 GARY GONZALES 2019-05-30
001 2017-01-01 GARY GONZALES 2018-03-15 GARY GONZALES 2018-03-15
001 2016-01-01 GARY GONZALES 2017-09-15 GARY GONZALES 2017-09-12
001 2015-01-01 GARY GONZALES 2016-07-08
001 2014-01-01 DEBBIE LIRA DEBBIE LIRA 2015-06-17
001 2013-01-01 GARY GONZALES
001 2012-01-01 GARY GONZALES
001 2011-01-01 AMALIA AGUILAR 2012-09-07
001 2010-01-01 CRISTINA ROSALES 2011-09-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	NICOLE HERNANDEZ	2020-07-02
001	2018-01-01	GARY GONZALES	2019-05-30	GARY GONZALES	2019-05-30
001	2017-01-01	GARY GONZALES	2018-03-15	GARY GONZALES	2018-03-15
001	2016-01-01	GARY GONZALES	2017-09-15	GARY GONZALES	2017-09-12
001	2015-01-01	GARY GONZALES	2016-07-08
001	2014-01-01	DEBBIE LIRA		DEBBIE LIRA	2015-06-17
001	2013-01-01	GARY GONZALES
001	2012-01-01	GARY GONZALES
001	2011-01-01	AMALIA AGUILAR	2012-09-07
001	2010-01-01	CRISTINA ROSALES	2011-09-27

Plan Statistics for MARGE CARSON INC. 401K PS PLAN

401k plan membership statisitcs for MARGE CARSON INC. 401K PS PLAN

Measure Date Value
2014: MARGE CARSON INC. 401K PS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 82
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 105
Number of participants with account balances 2014-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: MARGE CARSON INC. 401K PS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 76
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 98
Number of participants with account balances 2013-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: MARGE CARSON INC. 401K PS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 74
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 18
Total of all active and inactive participants 2012-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 92
Number of participants with account balances 2012-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7

Measure	Date	Value
2014: MARGE CARSON INC. 401K PS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	82
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	105
Number of participants with account balances	2014-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: MARGE CARSON INC. 401K PS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	76
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	98
Number of participants with account balances	2013-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: MARGE CARSON INC. 401K PS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	74
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	18
Total of all active and inactive participants	2012-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	92
Number of participants with account balances	2012-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7

Financial Data on MARGE CARSON INC. 401K PS PLAN

Measure	Date	Value
2014 : MARGE CARSON INC. 401K PS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$291,225
Expenses. Total of all expenses incurred	2014-12-31	$114,890
Benefits paid (including direct rollovers)	2014-12-31	$104,262
Total plan assets at end of year	2014-12-31	$2,150,804
Total plan assets at beginning of year	2014-12-31	$1,974,469
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$144,502
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,777
Contributions received from other sources (not participants or employers)	2014-12-31	$32,513
Other income received	2014-12-31	$90,904
Net income (gross income less expenses)	2014-12-31	$176,335
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,150,804
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,974,469
Assets. Value of participant loans	2014-12-31	$32,911
Total contributions received or receivable from employer(s)	2014-12-31	$23,306
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$7,851
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : MARGE CARSON INC. 401K PS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$34,308
Total income from all sources	2013-12-31	$300,295
Expenses. Total of all expenses incurred	2013-12-31	$8,969
Benefits paid (including direct rollovers)	2013-12-31	$6,791
Total plan assets at end of year	2013-12-31	$1,974,469
Total plan assets at beginning of year	2013-12-31	$1,648,835
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$140,966
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,178
Contributions received from other sources (not participants or employers)	2013-12-31	$1,092
Other income received	2013-12-31	$134,548
Net income (gross income less expenses)	2013-12-31	$291,326
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,974,469
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,648,835
Assets. Value of participant loans	2013-12-31	$44,169
Total contributions received or receivable from employer(s)	2013-12-31	$23,689
Value of certain deemed distributions of participant loans	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : MARGE CARSON INC. 401K PS PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$393,801
Expenses. Total of all expenses incurred	2012-12-31	$281,348
Benefits paid (including direct rollovers)	2012-12-31	$243,928
Total plan assets at end of year	2012-12-31	$1,648,835
Total plan assets at beginning of year	2012-12-31	$1,536,382
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$136,536
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,573
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$247,107
Net income (gross income less expenses)	2012-12-31	$112,453
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,648,835
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,536,382
Assets. Value of participant loans	2012-12-31	$63,965
Total contributions received or receivable from employer(s)	2012-12-31	$10,158
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$34,847
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for MARGE CARSON INC. 401K PS PLAN

2014: MARGE CARSON INC. 401K PS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MARGE CARSON INC. 401K PS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MARGE CARSON INC. 401K PS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828411

Policy instance

Insurance contract or identification number	GA-828411
Number of Individuals Covered	79
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,901
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $7,901
Insurance broker organization code?	3
Insurance broker name	M HOLDINGS SECURITIES INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828411

Policy instance

Insurance contract or identification number	GA-828411
Number of Individuals Covered	80
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,772
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,458
Insurance broker organization code?	3
Insurance broker name	ROYAL ALLIANCE ASSOCIATES

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-828411

Policy instance

Insurance contract or identification number	GA-828411
Number of Individuals Covered	74
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,688
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,688
Insurance broker organization code?	3
Insurance broker name	ROYAL ALLIANCE ASSOCIATES

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Company Name:	MARGE CARSON, INC.
Employer identification number (EIN):	951695248
NAIC Classification:	423200