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CPADIRECT MARKETING INC. CASH BALANCE PLAN 401k Plan overview

Plan NameCPADIRECT MARKETING INC. CASH BALANCE PLAN
Plan identification number 002

CPADIRECT MARKETING INC. 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 covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

CPADIRECT MARKETING INC. has sponsored the creation of one or more 401k plans.

Company Name:CPADIRECT MARKETING INC.
Employer identification number (EIN):753040597
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPADIRECT MARKETING INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01

Plan Statistics for CPADIRECT MARKETING INC. CASH BALANCE PLAN

401k plan membership statisitcs for CPADIRECT MARKETING INC. CASH BALANCE PLAN

Measure Date Value
2022: CPADIRECT MARKETING INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-10-141,171,378
Acturial value of plan assets2022-10-141,171,378
Funding target for retired participants and beneficiaries receiving payment2022-10-140
Number of terminated vested participants2022-10-140
Fundng target for terminated vested participants2022-10-140
Active participant vested funding target2022-10-141,031,472
Number of active participants2022-10-144
Total funding liabilities for active participants2022-10-141,031,472
Total participant count2022-10-144
Total funding target for all participants2022-10-141,031,472
Balance at beginning of prior year after applicable adjustments2022-10-140
Prefunding balance at beginning of prior year after applicable adjustments2022-10-140
Carryover balanced portion elected for use to offset prior years funding requirement2022-10-140
Prefunding balanced used to offset prior years funding requirement2022-10-140
Amount remaining of carryover balance2022-10-140
Amount remaining of prefunding balance2022-10-140
Present value of excess contributions2022-10-14100,217
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-10-14100,217
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-10-14100,217
Reductions in caryover balances due to elections or deemed elections2022-10-140
Reductions in prefunding balances due to elections or deemed elections2022-10-14100,217
Balance of carryovers at beginning of current year2022-10-140
Balance of prefunding at beginning of current year2022-10-140
Total employer contributions2022-10-140
Total employee contributions2022-10-140
Contributions allocated toward unpaid minimum require contributions from prior years2022-10-140
Contributions made to avoid restrictions adjusted to valuation date2022-10-140
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-10-140
Unpaid minimum required contributions for all prior years2022-10-140
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-10-140
Remaining amount of unpaid minimum required contributions2022-10-140
Minimum required contributions for current year target normal cost2022-10-14110,548
Net shortfall amortization installment of oustanding balance2022-10-140
Waiver amortization installment2022-10-140
Total funding amount beforereflecting carryover/prefunding balances2022-10-140
Carryover balance elected to use to offset funding requirement2022-10-140
Prefunding balance elected to use to offset funding requirement2022-10-140
Additional cash requirement2022-10-140
Contributions allocatedtoward minimum required contributions for current year2022-10-140
Unpaid minimum required contributions for current year2022-10-140
Unpaid minimum required contributions for all years2022-10-140
2021: CPADIRECT MARKETING INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-311,089,785
Acturial value of plan assets2021-12-311,089,785
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31914,492
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-31914,492
Total participant count2021-12-314
Total funding target for all participants2021-12-31914,492
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Present value of excess contributions2021-12-3197,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3197,326
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3197,326
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3197,326
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31100,000
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 date2021-12-31100,217
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 cost2021-12-31109,170
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31100,217
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: CPADIRECT MARKETING INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31861,192
Acturial value of plan assets2020-12-31861,192
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31756,169
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-31756,169
Total participant count2020-12-313
Total funding target for all participants2020-12-31756,169
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 contributions2020-12-3172,113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3172,113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3172,113
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-3172,113
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31100,000
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 date2020-12-3197,326
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 cost2020-12-31104,613
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
Contributions allocatedtoward minimum required contributions for current year2020-12-3197,326
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: CPADIRECT MARKETING INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31689,305
Acturial value of plan assets2019-12-31689,305
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31611,045
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31611,045
Total participant count2019-12-313
Total funding target for all participants2019-12-31611,045
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 contributions2019-12-316,595
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-316,595
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-316,595
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-316,595
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31100,000
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 date2019-12-3195,888
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31102,035
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3123,775
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3123,775
Contributions allocatedtoward minimum required contributions for current year2019-12-3195,888
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: CPADIRECT MARKETING INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31482,096
Acturial value of plan assets2018-12-31482,096
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 target2018-12-31484,579
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31484,579
Total participant count2018-12-313
Total funding target for all participants2018-12-31484,579
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 contributions2018-12-3151,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3151,601
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3151,601
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3151,601
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31110,000
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 date2018-12-31108,835
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 cost2018-12-31101,835
Net shortfall amortization installment of oustanding balance2018-12-312,483
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31102,240
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31102,240
Contributions allocatedtoward minimum required contributions for current year2018-12-31108,835
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: CPADIRECT MARKETING INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31390,222
Acturial value of plan assets2017-12-31390,222
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 target2017-12-31354,786
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-31354,786
Total participant count2017-12-313
Total funding target for all participants2017-12-31354,786
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 contributions2017-12-3116,777
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3116,777
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3116,777
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3116,777
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31125,000
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 date2017-12-31123,397
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 cost2017-12-31107,232
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3171,796
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3171,796
Contributions allocatedtoward minimum required contributions for current year2017-12-31123,397
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: CPADIRECT MARKETING INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31233,125
Acturial value of plan assets2016-12-31233,125
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 target2016-12-31231,235
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31231,235
Total participant count2016-12-313
Total funding target for all participants2016-12-31231,235
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 contributions2016-12-3113,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3113,364
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3113,364
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-3113,364
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31125,000
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 date2016-12-31120,601
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31105,714
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 balances2016-12-31103,824
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31103,824
Contributions allocatedtoward minimum required contributions for current year2016-12-31120,601
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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