401k Plan data: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST plan

PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST
Plan identification number	002

PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

AFFINITY SOUTHEAST has sponsored the creation of one or more 401k plans.

Company Name: AFFINITY SOUTHEAST

Employer identification number (EIN): 800587545

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Additional information about AFFINITY SOUTHEAST

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2011-09-22

Company Identification Number: 4144955

Legal Registered Office Address: 360 GREAT NECK ROAD
Suffolk
GREAT NECK
United States of America (USA)
11021

More information about AFFINITY SOUTHEAST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 DOUGLAS NOBERT 2024-10-01
002 2023-01-01 DOUGLAS NOBERT 2024-10-01
002 2022-01-01 DONNA MCCLURE 2023-07-05
002 2021-01-01 DONNA MCCLURE 2022-04-14
002 2020-01-01 DONNA MCCLURE 2021-05-04
002 2019-01-01 DONNA MCCLURE 2020-07-07
002 2018-01-01 DONNA MCCLURE 2019-06-25
002 2017-01-01 DONNA MCCLURE 2018-07-17
002 2017-01-01 DONNA MCCLURE 2018-07-17
002 2016-01-01 DONNA MCCLURE 2017-10-11
002 2015-01-01 DONNA MCCLURE 2016-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2024-01-01	DOUGLAS NOBERT	2024-10-01
002	2023-01-01	DOUGLAS NOBERT	2024-10-01
002	2022-01-01	DONNA MCCLURE	2023-07-05
002	2021-01-01	DONNA MCCLURE	2022-04-14
002	2020-01-01	DONNA MCCLURE	2021-05-04
002	2019-01-01	DONNA MCCLURE	2020-07-07
002	2018-01-01	DONNA MCCLURE	2019-06-25
002	2017-01-01	DONNA MCCLURE	2018-07-17
002	2017-01-01	DONNA MCCLURE	2018-07-17
002	2016-01-01	DONNA MCCLURE	2017-10-11
002	2015-01-01	DONNA MCCLURE	2016-10-10

Plan Statistics for PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2022: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 3,470,552
Acturial value of plan assets 2022-12-31 3,470,552
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 3,574,304
Number of active participants 2022-12-31 75
Total funding liabilities for active participants 2022-12-31 3,574,304
Total participant count 2022-12-31 75
Total funding target for all participants 2022-12-31 3,574,304
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 1,006,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,006,858
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 2,543,889
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 2,509,358
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 1,526,043
Net shortfall amortization installment of oustanding balance 2022-12-31 103,752
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 1,535,631
Additional cash requirement 2022-12-31 1,535,631
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 2,509,358
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 3,434,262
Acturial value of plan assets 2021-12-31 3,434,262
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 2,288,906
Number of active participants 2021-12-31 69
Total funding liabilities for active participants 2021-12-31 2,288,906
Total participant count 2021-12-31 69
Total funding target for all participants 2021-12-31 2,288,906
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 684,772
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 684,772
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 2,305,782
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 2,309,669
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 2,448,167
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 1,302,811
Additional cash requirement 2021-12-31 1,302,811
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 2,309,669
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 2,503,926
Acturial value of plan assets 2020-12-31 2,503,926
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,745,414
Number of active participants 2020-12-31 50
Total funding liabilities for active participants 2020-12-31 1,745,414
Total participant count 2020-12-31 50
Total funding target for all participants 2020-12-31 1,745,414
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 301,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 301,850
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 1,425,142
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 1,429,774
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 1,503,514
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 745,002
Additional cash requirement 2020-12-31 745,002
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,429,774
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,848,342
Acturial value of plan assets 2019-12-31 2,848,342
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 2,270,683
Number of active participants 2019-12-31 55
Total funding liabilities for active participants 2019-12-31 2,270,683
Total participant count 2019-12-31 57
Total funding target for all participants 2019-12-31 2,270,683
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 351,259
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 351,259
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 928,902
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 892,623
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,168,432
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 590,773
Additional cash requirement 2019-12-31 590,773
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 892,623
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 2,011,961
Acturial value of plan assets 2018-12-31 2,011,961
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 293
Active participant vested funding target 2018-12-31 2,029,227
Number of active participants 2018-12-31 57
Total funding liabilities for active participants 2018-12-31 2,029,227
Total participant count 2018-12-31 58
Total funding target for all participants 2018-12-31 2,029,520
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 377,299
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 377,299
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 881,119
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 873,350
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 519,224
Net shortfall amortization installment of oustanding balance 2018-12-31 17,559
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 522,091
Additional cash requirement 2018-12-31 522,091
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 873,350
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,371,504
Acturial value of plan assets 2017-12-31 1,371,504
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 15
Fundng target for terminated vested participants 2017-12-31 3,369
Active participant vested funding target 2017-12-31 1,031,520
Number of active participants 2017-12-31 68
Total funding liabilities for active participants 2017-12-31 1,031,520
Total participant count 2017-12-31 83
Total funding target for all participants 2017-12-31 1,034,889
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 251,207
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 251,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 878,254
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 872,776
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 832,092
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 495,477
Additional cash requirement 2017-12-31 495,477
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 872,776
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 434,022
Acturial value of plan assets 2016-12-31 434,022
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 37
Fundng target for terminated vested participants 2016-12-31 1,073
Active participant vested funding target 2016-12-31 397,862
Number of active participants 2016-12-31 50
Total funding liabilities for active participants 2016-12-31 397,862
Total participant count 2016-12-31 87
Total funding target for all participants 2016-12-31 398,935
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 61,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 61,189
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 849,861
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 841,548
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 625,428
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 590,341
Additional cash requirement 2016-12-31 590,341
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 841,548
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	3,470,552
Acturial value of plan assets	2022-12-31	3,470,552
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	3,574,304
Number of active participants	2022-12-31	75
Total funding liabilities for active participants	2022-12-31	3,574,304
Total participant count	2022-12-31	75
Total funding target for all participants	2022-12-31	3,574,304
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	1,006,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,006,858
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	2,543,889
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	2,509,358
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	1,526,043
Net shortfall amortization installment of oustanding balance	2022-12-31	103,752
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	1,535,631
Additional cash requirement	2022-12-31	1,535,631
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	2,509,358
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	3,434,262
Acturial value of plan assets	2021-12-31	3,434,262
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	2,288,906
Number of active participants	2021-12-31	69
Total funding liabilities for active participants	2021-12-31	2,288,906
Total participant count	2021-12-31	69
Total funding target for all participants	2021-12-31	2,288,906
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	684,772
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	684,772
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	2,305,782
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	2,309,669
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	2,448,167
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	1,302,811
Additional cash requirement	2021-12-31	1,302,811
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	2,309,669
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	2,503,926
Acturial value of plan assets	2020-12-31	2,503,926
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,745,414
Number of active participants	2020-12-31	50
Total funding liabilities for active participants	2020-12-31	1,745,414
Total participant count	2020-12-31	50
Total funding target for all participants	2020-12-31	1,745,414
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	301,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	301,850
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	1,425,142
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	1,429,774
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	1,503,514
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	745,002
Additional cash requirement	2020-12-31	745,002
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,429,774
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,848,342
Acturial value of plan assets	2019-12-31	2,848,342
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,270,683
Number of active participants	2019-12-31	55
Total funding liabilities for active participants	2019-12-31	2,270,683
Total participant count	2019-12-31	57
Total funding target for all participants	2019-12-31	2,270,683
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	351,259
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	351,259
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	928,902
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	892,623
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,168,432
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	590,773
Additional cash requirement	2019-12-31	590,773
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	892,623
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	2,011,961
Acturial value of plan assets	2018-12-31	2,011,961
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	293
Active participant vested funding target	2018-12-31	2,029,227
Number of active participants	2018-12-31	57
Total funding liabilities for active participants	2018-12-31	2,029,227
Total participant count	2018-12-31	58
Total funding target for all participants	2018-12-31	2,029,520
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	377,299
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	377,299
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	881,119
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	873,350
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	519,224
Net shortfall amortization installment of oustanding balance	2018-12-31	17,559
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	522,091
Additional cash requirement	2018-12-31	522,091
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	873,350
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,371,504
Acturial value of plan assets	2017-12-31	1,371,504
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	15
Fundng target for terminated vested participants	2017-12-31	3,369
Active participant vested funding target	2017-12-31	1,031,520
Number of active participants	2017-12-31	68
Total funding liabilities for active participants	2017-12-31	1,031,520
Total participant count	2017-12-31	83
Total funding target for all participants	2017-12-31	1,034,889
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	251,207
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	251,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	878,254
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	872,776
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	832,092
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	495,477
Additional cash requirement	2017-12-31	495,477
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	872,776
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PARAMOUNT MARKETING GROUP, LLC CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	434,022
Acturial value of plan assets	2016-12-31	434,022
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	37
Fundng target for terminated vested participants	2016-12-31	1,073
Active participant vested funding target	2016-12-31	397,862
Number of active participants	2016-12-31	50
Total funding liabilities for active participants	2016-12-31	397,862
Total participant count	2016-12-31	87
Total funding target for all participants	2016-12-31	398,935
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	61,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	61,189
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	849,861
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	841,548
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	625,428
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	590,341
Additional cash requirement	2016-12-31	590,341
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	841,548
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	AFFINITY SOUTHEAST
Employer identification number (EIN):	800587545
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2011-09-22
Company Identification Number:	4144955
Legal Registered Office Address:	360 GREAT NECK ROAD Suffolk GREAT NECK United States of America (USA) 11021