Fidelity bond in place
Yes
Filing
Marketing Performance Group 401(K) Profit Sharing Plan and Trust
Marketing Performance Group Inc. • EIN 65-0739205 • Plan year 2005
Filing Insights
Participants
Up6 → 9
3 • 50.00%
Assets
Up$224,450 → $328,455
$104,005 • 46.34%
Investment Management Fee
-
Admin expenses - • Total expenses $6,835
Filing Details
Context- Net investment result
- $104,005
- Pension payor EIN
- 65-0739205
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $2,286 | - |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 0 | $0 | $2,286 | - |
| 2022 | 1 | 10 | $1,935,234 | $16,750 | $1,675iApproximate average salary by contribution assumption: employee only about $41,875 at 4% or $27,917 at 6%; with 50% employer match about $27,917 at 4% or $18,611 at 6%; with 100% employer match about $20,938 at 4% or $13,958 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 10 | $1,935,234 | $16,750 | $1,675iApproximate average salary by contribution assumption: employee only about $41,875 at 4% or $27,917 at 6%; with 50% employer match about $27,917 at 4% or $18,611 at 6%; with 100% employer match about $20,938 at 4% or $13,958 at 6%. |
| 2021 | 1 | 16 | $3,072,271 | $182,840 | $11,428iApproximate average salary by contribution assumption: employee only about $285,688 at 4% or $190,458 at 6%; with 50% employer match about $190,458 at 4% or $126,972 at 6%; with 100% employer match about $142,844 at 4% or $95,229 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 16 | $3,072,271 | $182,840 | $11,428iApproximate average salary by contribution assumption: employee only about $285,688 at 4% or $190,458 at 6%; with 50% employer match about $190,458 at 4% or $126,972 at 6%; with 100% employer match about $142,844 at 4% or $95,229 at 6%. |
| 2020 | 1 | 19 | $2,753,676 | $207,666 | $10,930iApproximate average salary by contribution assumption: employee only about $273,245 at 4% or $182,163 at 6%; with 50% employer match about $182,163 at 4% or $121,442 at 6%; with 100% employer match about $136,622 at 4% or $91,082 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 19 | $2,753,676 | $207,666 | $10,930iApproximate average salary by contribution assumption: employee only about $273,245 at 4% or $182,163 at 6%; with 50% employer match about $182,163 at 4% or $121,442 at 6%; with 100% employer match about $136,622 at 4% or $91,082 at 6%. |
| 2019 | 1 | 22 | $2,250,983 | $183,088 | $8,322iApproximate average salary by contribution assumption: employee only about $208,055 at 4% or $138,703 at 6%; with 50% employer match about $138,703 at 4% or $92,469 at 6%; with 100% employer match about $104,027 at 4% or $69,352 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 22 | $2,250,983 | $183,088 | $8,322iApproximate average salary by contribution assumption: employee only about $208,055 at 4% or $138,703 at 6%; with 50% employer match about $138,703 at 4% or $92,469 at 6%; with 100% employer match about $104,027 at 4% or $69,352 at 6%. |
| 2018 | 1 | 19 | $1,715,068 | $187,786 | $9,883iApproximate average salary by contribution assumption: employee only about $247,087 at 4% or $164,725 at 6%; with 50% employer match about $164,725 at 4% or $109,816 at 6%; with 100% employer match about $123,543 at 4% or $82,362 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 19 | $1,715,068 | $187,786 | $9,883iApproximate average salary by contribution assumption: employee only about $247,087 at 4% or $164,725 at 6%; with 50% employer match about $164,725 at 4% or $109,816 at 6%; with 100% employer match about $123,543 at 4% or $82,362 at 6%. |
| 2017 | 1 | 12 | $1,673,259 | $172,902 | $14,409iApproximate average salary by contribution assumption: employee only about $360,213 at 4% or $240,142 at 6%; with 50% employer match about $240,142 at 4% or $160,094 at 6%; with 100% employer match about $180,106 at 4% or $120,071 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 12 | $1,673,259 | $172,902 | $14,409iApproximate average salary by contribution assumption: employee only about $360,213 at 4% or $240,142 at 6%; with 50% employer match about $240,142 at 4% or $160,094 at 6%; with 100% employer match about $180,106 at 4% or $120,071 at 6%. |
| 2016 | 1 | 10 | $1,757,897 | $300,198 | $30,020iApproximate average salary by contribution assumption: employee only about $750,495 at 4% or $500,330 at 6%; with 50% employer match about $500,330 at 4% or $333,553 at 6%; with 100% employer match about $375,248 at 4% or $250,165 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 10 | $1,757,897 | $300,198 | $30,020iApproximate average salary by contribution assumption: employee only about $750,495 at 4% or $500,330 at 6%; with 50% employer match about $500,330 at 4% or $333,553 at 6%; with 100% employer match about $375,248 at 4% or $250,165 at 6%. |
| 2015 | 1 | 7 | $1,343,052 | $138,794 | $19,828iApproximate average salary by contribution assumption: employee only about $495,693 at 4% or $330,462 at 6%; with 50% employer match about $330,462 at 4% or $220,308 at 6%; with 100% employer match about $247,846 at 4% or $165,231 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 7 | $1,343,052 | $138,794 | $19,828iApproximate average salary by contribution assumption: employee only about $495,693 at 4% or $330,462 at 6%; with 50% employer match about $330,462 at 4% or $220,308 at 6%; with 100% employer match about $247,846 at 4% or $165,231 at 6%. |
| 2014 | 1 | 8 | $1,257,973 | $26,078 | $3,260iApproximate average salary by contribution assumption: employee only about $81,494 at 4% or $54,329 at 6%; with 50% employer match about $54,329 at 4% or $36,219 at 6%; with 100% employer match about $40,747 at 4% or $27,165 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 8 | $1,257,973 | $26,078 | $3,260iApproximate average salary by contribution assumption: employee only about $81,494 at 4% or $54,329 at 6%; with 50% employer match about $54,329 at 4% or $36,219 at 6%; with 100% employer match about $40,747 at 4% or $27,165 at 6%. |
| 2013 | 1 | 8 | $1,199,547 | $122,709 | $15,339iApproximate average salary by contribution assumption: employee only about $383,466 at 4% or $255,644 at 6%; with 50% employer match about $255,644 at 4% or $170,429 at 6%; with 100% employer match about $191,733 at 4% or $127,822 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 8 | $1,199,547 | $122,709 | $15,339iApproximate average salary by contribution assumption: employee only about $383,466 at 4% or $255,644 at 6%; with 50% employer match about $255,644 at 4% or $170,429 at 6%; with 100% employer match about $191,733 at 4% or $127,822 at 6%. |
| 2012 | 1 | 6 | $889,199 | $0 | - |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 6 | $889,199 | - | - |
| 2011 | 1 | 8 | $795,589 | $290 | $36iApproximate average salary by contribution assumption: employee only about $906 at 4% or $604 at 6%; with 50% employer match about $604 at 4% or $403 at 6%; with 100% employer match about $453 at 4% or $302 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 8 | $795,589 | $290 | $36iApproximate average salary by contribution assumption: employee only about $906 at 4% or $604 at 6%; with 50% employer match about $604 at 4% or $403 at 6%; with 100% employer match about $453 at 4% or $302 at 6%. |
| 2010 | 1 | 9 | $847,176 | $12,390 | $1,377iApproximate average salary by contribution assumption: employee only about $34,417 at 4% or $22,944 at 6%; with 50% employer match about $22,944 at 4% or $15,296 at 6%; with 100% employer match about $17,208 at 4% or $11,472 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 9 | $847,176 | $12,390 | $1,377iApproximate average salary by contribution assumption: employee only about $34,417 at 4% or $22,944 at 6%; with 50% employer match about $22,944 at 4% or $15,296 at 6%; with 100% employer match about $17,208 at 4% or $11,472 at 6%. |
| 2009 | 1 | 10 | $735,166 | $111,332 | $11,133iApproximate average salary by contribution assumption: employee only about $278,330 at 4% or $185,553 at 6%; with 50% employer match about $185,553 at 4% or $123,702 at 6%; with 100% employer match about $139,165 at 4% or $92,777 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 10 | $735,166 | $111,332 | $11,133iApproximate average salary by contribution assumption: employee only about $278,330 at 4% or $185,553 at 6%; with 50% employer match about $185,553 at 4% or $123,702 at 6%; with 100% employer match about $139,165 at 4% or $92,777 at 6%. |
| 2008 | 1 | 6 | $486,056 | $111,570 | $18,595iApproximate average salary by contribution assumption: employee only about $464,875 at 4% or $309,917 at 6%; with 50% employer match about $309,917 at 4% or $206,611 at 6%; with 100% employer match about $232,438 at 4% or $154,958 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 6 | $486,056 | $111,570 | $18,595iApproximate average salary by contribution assumption: employee only about $464,875 at 4% or $309,917 at 6%; with 50% employer match about $309,917 at 4% or $206,611 at 6%; with 100% employer match about $232,438 at 4% or $154,958 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2006 | 1 | 7 | $465,089 | $103,380 | $14,769iApproximate average salary by contribution assumption: employee only about $369,214 at 4% or $246,143 at 6%; with 50% employer match about $246,143 at 4% or $164,095 at 6%; with 100% employer match about $184,607 at 4% or $123,071 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 7 | $465,089 | $103,380 | $14,769iApproximate average salary by contribution assumption: employee only about $369,214 at 4% or $246,143 at 6%; with 50% employer match about $246,143 at 4% or $164,095 at 6%; with 100% employer match about $184,607 at 4% or $123,071 at 6%. |
| 2005 | 1 | 9 | $328,455 | $97,527 | $10,836iApproximate average salary by contribution assumption: employee only about $270,908 at 4% or $180,606 at 6%; with 50% employer match about $180,606 at 4% or $120,404 at 6%; with 100% employer match about $135,454 at 4% or $90,303 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | Current | 9 | $328,455 | $97,527 | $10,836iApproximate average salary by contribution assumption: employee only about $270,908 at 4% or $180,606 at 6%; with 50% employer match about $180,606 at 4% or $120,404 at 6%; with 100% employer match about $135,454 at 4% or $90,303 at 6%. |
| 2004 | 1 | 4 | $224,450 | $86,795 | $21,699iApproximate average salary by contribution assumption: employee only about $542,469 at 4% or $361,646 at 6%; with 50% employer match about $361,646 at 4% or $241,097 at 6%; with 100% employer match about $271,234 at 4% or $180,823 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 4 | $224,450 | $86,795 | $21,699iApproximate average salary by contribution assumption: employee only about $542,469 at 4% or $361,646 at 6%; with 50% employer match about $361,646 at 4% or $241,097 at 6%; with 100% employer match about $271,234 at 4% or $180,823 at 6%. |
| 2003 | 1 | 5 | $134,382 | $88,904 | $17,781iApproximate average salary by contribution assumption: employee only about $444,520 at 4% or $296,347 at 6%; with 50% employer match about $296,347 at 4% or $197,564 at 6%; with 100% employer match about $222,260 at 4% or $148,173 at 6%. |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 5 | $134,382 | $88,904 | $17,781iApproximate average salary by contribution assumption: employee only about $444,520 at 4% or $296,347 at 6%; with 50% employer match about $296,347 at 4% or $197,564 at 6%; with 100% employer match about $222,260 at 4% or $148,173 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Marketing Performance Group 401(K) Profit Sharing Plan and Trust | - | 5 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037216347316
- Form Id
- 70204720
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020376216347060002
- Ins Broker 01 Name
- WALNUT STREET SECURITIES, INC
- Ins Broker Comm Pd 01 Amount
- $2,605
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 4
- Row 2
- Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
- Filing Id
- 84037216347316
- Form Id
- 70204720
- Schedule A EIN
- 65-0739205
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2005-01-01
- Schedule A Tax Period
- 20051231
- Ins Carrier Name
- JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 39289
- Ins Prsn Covered End of year Count
- 4
- Ins Policy From Date
- 2005-05-06
- Ins Policy To Date
- 2005-12-31
- Ins Broker Comm Total Amount
- $2,605
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $230,926
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037216347316
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020376216347060003
- DFE P1 Entity 01 Name
- ALLOCATED RETIREMENT ACCOUNT
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $230,926
- Row 2
- Filing Id
- 84037216347316
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020376216347060003
- Row 3
- Filing Id
- 84037216347316
- Schedule D EIN
- 65-0739205
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2005-01-01
- Schedule D Tax Period
- 20051231
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$328,455$104,005 change
Balance Sheet
Beginning and end of plan year.
Total assets$224,450$328,455Increase +$104,005 (46.34%)
Total liabilities$0$0No change $0
Net assets$224,450$328,455Increase +$104,005 (46.34%)
Contributions
Employer contributions$97,527
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$110,840
Total expenses$6,835
Net income$104,005
Source fields
- Schedule I source fields
- Filing Id
- 84037216347316
- Schedule I EIN
- 65-0739205
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2005-01-01
- Schedule I Tax Period
- 20051231
- Small plan total assets at beginning of year
- $224,450
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $224,450
- Small plan total assets at end of year
- $328,455
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $328,455
- Small plan employer contributions
- $97,527
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $13,313
- Small plan total income
- $110,840
- Small plan total benefit distributions
- $5,164
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $1,671
- Small plan total expenses
- $6,835
- Small plan net income or loss
- $104,005
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $265,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN65-0739205
Transfers
Distributed property value$0
Schedule R source fields
- Payor 65-0739205
- Filing Id
- 84037216347316
- Schedule R EIN
- 65-0739205
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2005-01-01
- Schedule R Tax Period
- 20051231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 65-0739205
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 1