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A TO Z MEDIA CASH BALANCE PLAN 401k Plan overview

Plan NameA TO Z MEDIA CASH BALANCE PLAN
Plan identification number 002

A TO Z MEDIA CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

ATOZ MEDIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ATOZ MEDIA, INC.
Employer identification number (EIN):113207587
NAIC Classification:512200
NAIC Description: Sound Recording Industries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A TO Z MEDIA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SARAH ROBERTSON2024-09-11
0022022-01-01SARAH ROBERTSON2023-10-06
0022021-01-01SARAH ROBERTSON2022-09-27
0022020-01-01SARAH ROBERTSON2021-07-29
0022019-01-01SARAH ROBERTSON2020-09-29
0022018-01-01SARAH ROBERTSON2019-10-02

Plan Statistics for A TO Z MEDIA CASH BALANCE PLAN

401k plan membership statisitcs for A TO Z MEDIA CASH BALANCE PLAN

Measure Date Value
2022: A TO Z MEDIA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-311,451,063
Acturial value of plan assets2022-12-311,451,063
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-316
Fundng target for terminated vested participants2022-12-318,916
Active participant vested funding target2022-12-31996,891
Number of active participants2022-12-3123
Total funding liabilities for active participants2022-12-31996,891
Total participant count2022-12-3129
Total funding target for all participants2022-12-311,005,807
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3142,828
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3142,828
Present value of excess contributions2022-12-31619,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31619,460
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3138,965
Total employer contributions2022-12-31700,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31711,640
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31375,746
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31711,640
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: A TO Z MEDIA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-31948,646
Acturial value of plan assets2021-12-31948,646
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-316
Fundng target for terminated vested participants2021-12-317,806
Active participant vested funding target2021-12-31534,005
Number of active participants2021-12-3124
Total funding liabilities for active participants2021-12-31534,005
Total participant count2021-12-3130
Total funding target for all participants2021-12-31541,811
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3137,013
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3137,013
Present value of excess contributions2021-12-31366,114
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31366,114
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3142,828
Total employer contributions2021-12-31650,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31666,471
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31408,684
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3147,011
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3147,011
Contributions allocatedtoward minimum required contributions for current year2021-12-31666,471
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: A TO Z MEDIA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31447,293
Acturial value of plan assets2020-12-31447,293
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-314
Fundng target for terminated vested participants2020-12-314,869
Active participant vested funding target2020-12-31338,067
Number of active participants2020-12-3119
Total funding liabilities for active participants2020-12-31338,067
Total participant count2020-12-3123
Total funding target for all participants2020-12-31342,936
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3135,167
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3135,167
Present value of excess contributions2020-12-3138,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3138,568
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3137,013
Total employer contributions2020-12-31460,020
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31463,413
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31162,578
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3197,299
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3197,299
Contributions allocatedtoward minimum required contributions for current year2020-12-31463,413
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: A TO Z MEDIA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31199,245
Acturial value of plan assets2019-12-31199,245
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-31968
Active participant vested funding target2019-12-31165,780
Number of active participants2019-12-3116
Total funding liabilities for active participants2019-12-31165,780
Total participant count2019-12-3117
Total funding target for all participants2019-12-31166,748
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3135,167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3135,167
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3135,167
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3135,167
Total employer contributions2019-12-31199,268
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31202,781
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31164,213
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31164,213
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31164,213
Contributions allocatedtoward minimum required contributions for current year2019-12-31202,781
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: A TO Z MEDIA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-310
Acturial value of plan assets2018-12-310
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-3111
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-3111
Total funding target for all participants2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31191,061
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31188,912
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31153,745
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31153,745
Additional cash requirement2018-12-31153,745
Contributions allocatedtoward minimum required contributions for current year2018-12-31188,912
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310

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