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WILSON MARKETING GROUP, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameWILSON MARKETING GROUP, LLC CASH BALANCE PLAN
Plan identification number 002

WILSON MARKETING GROUP, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WILSON MARKETING GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:WILSON MARKETING GROUP, LLC
Employer identification number (EIN):200850833
NAIC Classification:541800

Additional information about WILSON MARKETING GROUP, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2012-07-30
Company Identification Number: 2126135
Legal Registered Office Address: 923 BEVAN STREET
-
AKRON
United States of America (USA)
44319

More information about WILSON MARKETING GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON MARKETING GROUP, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01ALFRED E WILSON, III2015-10-15
0022013-01-01ALFRED E WILSON, III2014-09-12
0022012-01-01ALFRED E WILSON, III2013-10-01

Plan Statistics for WILSON MARKETING GROUP, LLC CASH BALANCE PLAN

401k plan membership statisitcs for WILSON MARKETING GROUP, LLC CASH BALANCE PLAN

Measure Date Value
2020: WILSON MARKETING GROUP, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31765,953
Acturial value of plan assets2020-12-31765,953
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-313,556
Active participant vested funding target2020-12-31754,267
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-31754,267
Total participant count2020-12-318
Total funding target for all participants2020-12-31757,823
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-311,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,674
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 year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: WILSON MARKETING GROUP, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31609,877
Acturial value of plan assets2019-12-31609,877
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-313,218
Active participant vested funding target2019-12-31675,938
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-31676,960
Total participant count2019-12-318
Total funding target for all participants2019-12-31680,178
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 contributions2019-12-3199,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31105,269
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-310
Total employer contributions2019-12-31114,490
Total employee contributions2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31103,698
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31100,752
Net shortfall amortization installment of oustanding balance2019-12-3170,301
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31112,175
Additional cash requirement2019-12-31112,175
Contributions allocatedtoward minimum required contributions for current year2019-12-31103,698
Unpaid minimum required contributions for current year2019-12-318,477
Unpaid minimum required contributions for all years2019-12-318,477
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
2018: WILSON MARKETING GROUP, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31683,104
Acturial value of plan assets2018-12-31683,104
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-312,873
Active participant vested funding target2018-12-31565,192
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31565,192
Total participant count2018-12-319
Total funding target for all participants2018-12-31568,065
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3145,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3148,368
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31105,000
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 date2018-12-31100,390
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 cost2018-12-31101,491
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31100,390
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: WILSON MARKETING GROUP, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31468,418
Acturial value of plan assets2017-12-31468,418
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-312,736
Active participant vested funding target2017-12-31443,472
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31443,472
Total participant count2017-12-318
Total funding target for all participants2017-12-31446,208
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3124,717
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3126,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31130,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31123,125
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31126,073
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31103,863
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31103,863
Contributions allocatedtoward minimum required contributions for current year2017-12-31123,125
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: WILSON MARKETING GROUP, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31408,792
Acturial value of plan assets2016-12-31408,792
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-312,550
Active participant vested funding target2016-12-31389,738
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31390,626
Total participant count2016-12-318
Total funding target for all participants2016-12-31393,176
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3141,814
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3144,298
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31135,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31126,380
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31116,314
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31100,698
Additional cash requirement2016-12-31100,698
Contributions allocatedtoward minimum required contributions for current year2016-12-31126,380
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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