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CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameCABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN
Plan identification number 001

CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • 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

CABX MARKETING & RESEARCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:CABX MARKETING & RESEARCH, INC.
Employer identification number (EIN):264017091
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JEFFREY KAY JEFFREY KAY2019-06-14
0012017-01-01
0012016-01-01JEFFREY S KAY, M.D. JEFFREY S KAY, M.D.2017-05-12
0012015-01-01JEFFREY KAY JEFFREY KAY2016-06-13
0012014-01-01JEFFREY KAY JEFFREY KAY2015-10-13
0012013-01-01JEFFREY KAY2014-07-15 JEFFREY KAY2014-07-15
0012012-01-01JEFFREY KAY2013-05-23 JEFFREY KAY2013-05-23
0012011-01-01JEFFREY KAY2012-09-28 JEFFREY KAY2012-09-28

Plan Statistics for CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN

Measure Date Value
2018: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,045,632
Acturial value of plan assets2017-12-311,045,632
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31961,992
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31961,992
Total participant count2017-12-312
Total funding target for all participants2017-12-31961,992
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3117,379
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 balance2017-12-3117,379
Present value of excess contributions2017-12-3173,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3173,134
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 year2017-12-3118,609
Total employer contributions2017-12-3150,000
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 date2017-12-3145,712
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 cost2017-12-316,422
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3145,712
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31952,161
Acturial value of plan assets2016-12-31952,161
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31748,635
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31748,635
Total participant count2016-12-312
Total funding target for all participants2016-12-31748,635
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3116,559
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 balance2016-12-3116,559
Present value of excess contributions2016-12-3178,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3178,403
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 year2016-12-3117,379
Total employer contributions2016-12-3191,000
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 date2016-12-3193,465
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 cost2016-12-31205,507
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3120,331
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3120,331
Contributions allocatedtoward minimum required contributions for current year2016-12-3193,465
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN

Measure Date Value
2018 : CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$38,222
Expenses. Total of all expenses incurred2018-12-31$1,283,353
Benefits paid (including direct rollovers)2018-12-31$1,283,353
Total plan assets at end of year2018-12-31$459
Total plan assets at beginning of year2018-12-31$1,245,590
Value of fidelity bond covering the plan2018-12-31$600,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$38,222
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,245,131
Net plan assets at end of year (total assets less liabilities)2018-12-31$459
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,245,590
Assets. Value of real-estate (other than employer real property)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$665,955
2017 : CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$199,767
Expenses. Total of all expenses incurred2017-12-31$4
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,245,590
Total plan assets at beginning of year2017-12-31$1,045,827
Value of fidelity bond covering the plan2017-12-31$600,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$149,767
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$199,763
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,245,590
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,045,827
Assets. Value of real-estate (other than employer real property)2017-12-31$664,288
Total contributions received or receivable from employer(s)2017-12-31$50,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$157,289
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,045,827
Total plan assets at beginning of year2016-12-31$888,538
Value of fidelity bond covering the plan2016-12-31$600,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$66,289
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$157,289
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,045,827
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$888,538
Assets. Value of real-estate (other than employer real property)2016-12-31$566,500
Total contributions received or receivable from employer(s)2016-12-31$91,000
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$96,024
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$888,538
Total plan assets at beginning of year2015-12-31$792,514
Value of fidelity bond covering the plan2015-12-31$550,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$19,504
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$96,024
Net plan assets at end of year (total assets less liabilities)2015-12-31$888,538
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$792,514
Assets. Value of real-estate (other than employer real property)2015-12-31$515,000
Total contributions received or receivable from employer(s)2015-12-31$76,520
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$164,938
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$792,514
Total plan assets at beginning of year2014-12-31$627,576
Value of fidelity bond covering the plan2014-12-31$550,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$65,638
Net income (gross income less expenses)2014-12-31$164,938
Net plan assets at end of year (total assets less liabilities)2014-12-31$792,514
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$627,576
Assets. Value of real-estate (other than employer real property)2014-12-31$540,750
Total contributions received or receivable from employer(s)2014-12-31$99,300
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN

2018: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CABX MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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