401k Plan data: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN plan

MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN
Plan identification number	004

MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

MARKETING CONCEPTS GROUP has sponsored the creation of one or more 401k plans.

Company Name: MARKETING CONCEPTS GROUP

Employer identification number (EIN): 363574309

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01 PETER A. KRONER 2021-10-15 PETER A. KRONER 2021-10-15
004 2019-01-01 PETER A. KRONER 2020-06-29 PETER A. KRONER 2020-06-29
004 2018-01-01 PETER A. KRONER 2019-09-30 PETER A. KRONER 2019-09-30
004 2017-01-01 PETER A. KRONER 2018-09-24 PETER A KRONER 2018-09-24
004 2016-01-01 PETER A. KRONER 2017-10-09
004 2015-01-01 PETER A. KRONER 2016-10-12
004 2014-01-01 PETER A. KRONER 2015-09-30
004 2013-01-01 PETER A. KRONER 2014-10-08
004 2012-01-01 PETER A. KRONER 2013-10-14
004 2011-01-01 PETER A. KRONER 2012-07-23
004 2010-01-01 PETER A. KRONER 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01
004	2022-01-01
004	2021-01-01
004	2020-01-01	PETER A. KRONER	2021-10-15	PETER A. KRONER	2021-10-15
004	2019-01-01	PETER A. KRONER	2020-06-29	PETER A. KRONER	2020-06-29
004	2018-01-01	PETER A. KRONER	2019-09-30	PETER A. KRONER	2019-09-30
004	2017-01-01	PETER A. KRONER	2018-09-24	PETER A KRONER	2018-09-24
004	2016-01-01	PETER A. KRONER	2017-10-09
004	2015-01-01	PETER A. KRONER	2016-10-12
004	2014-01-01	PETER A. KRONER	2015-09-30
004	2013-01-01	PETER A. KRONER	2014-10-08
004	2012-01-01	PETER A. KRONER	2013-10-14
004	2011-01-01	PETER A. KRONER	2012-07-23
004	2010-01-01	PETER A. KRONER	2011-07-27

Plan Statistics for MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN

401k plan membership statisitcs for MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN

Measure Date Value
2025: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-10 14
Total number of particpants at end of year 2025-10-10 13
2024: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-14 16
Total number of particpants at end of year 2024-10-14 14
2022: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,214,100
Acturial value of plan assets 2022-12-31 3,214,100
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 460,843
Active participant vested funding target 2022-12-31 2,910,495
Number of active participants 2022-12-31 11
Total funding liabilities for active participants 2022-12-31 2,910,495
Total participant count 2022-12-31 16
Total funding target for all participants 2022-12-31 3,371,338
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 2022-12-31 171,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 171,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2022-12-31 375,584
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 2022-12-31 362,437
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 2022-12-31 347,906
Net shortfall amortization installment of oustanding balance 2022-12-31 157,238
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 362,437
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 362,437
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 362,437
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,393,108
Acturial value of plan assets 2021-12-31 3,393,108
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 399,874
Active participant vested funding target 2021-12-31 2,454,071
Number of active participants 2021-12-31 12
Total funding liabilities for active participants 2021-12-31 2,454,071
Total participant count 2021-12-31 16
Total funding target for all participants 2021-12-31 2,853,945
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 2021-12-31 184,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 184,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 177,887
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 2021-12-31 171,695
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 2021-12-31 372,420
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 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 171,695
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,644,439
Acturial value of plan assets 2020-12-31 2,644,439
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 102,364
Active participant vested funding target 2020-12-31 2,434,006
Number of active participants 2020-12-31 14
Total funding liabilities for active participants 2020-12-31 2,434,006
Total participant count 2020-12-31 17
Total funding target for all participants 2020-12-31 2,536,370
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 4,294
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 4,294
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 275,000
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 2020-12-31 273,413
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 2020-12-31 196,642
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 88,573
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 88,573
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 273,413
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,214,663
Acturial value of plan assets 2019-12-31 2,214,663
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 56,884
Active participant vested funding target 2019-12-31 2,147,999
Number of active participants 2019-12-31 13
Total funding liabilities for active participants 2019-12-31 2,147,999
Total participant count 2019-12-31 15
Total funding target for all participants 2019-12-31 2,204,883
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 2019-12-31 218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 218
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 2019-12-31 215,982
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 2019-12-31 205,655
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 2019-12-31 211,141
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 2019-12-31 201,361
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 201,361
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 205,655
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,674,872
Acturial value of plan assets 2018-12-31 1,674,872
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 6,671
Active participant vested funding target 2018-12-31 1,835,391
Number of active participants 2018-12-31 13
Total funding liabilities for active participants 2018-12-31 1,835,391
Total participant count 2018-12-31 14
Total funding target for all participants 2018-12-31 1,842,062
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
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 2018-12-31 213,703
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 2018-12-31 206,869
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 2018-12-31 179,357
Net shortfall amortization installment of oustanding balance 2018-12-31 167,190
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 206,651
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 206,651
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 206,869
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,730,674
Acturial value of plan assets 2017-12-31 1,730,674
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 6,490
Active participant vested funding target 2017-12-31 1,596,969
Number of active participants 2017-12-31 13
Total funding liabilities for active participants 2017-12-31 1,596,969
Total participant count 2017-12-31 14
Total funding target for all participants 2017-12-31 1,603,459
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 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 27,343
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 26,423
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 2017-12-31 153,638
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 26,423
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 26,423
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 26,423
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,549,627
Acturial value of plan assets 2016-12-31 1,549,627
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 6,309
Active participant vested funding target 2016-12-31 1,371,714
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 1,371,714
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 1,378,023
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 0
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 0
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 2016-12-31 151,355
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 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
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
2025: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-10	14
Total number of particpants at end of year	2025-10-10	13
2024: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	16
Total number of particpants at end of year	2024-10-14	14
2022: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,214,100
Acturial value of plan assets	2022-12-31	3,214,100
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	460,843
Active participant vested funding target	2022-12-31	2,910,495
Number of active participants	2022-12-31	11
Total funding liabilities for active participants	2022-12-31	2,910,495
Total participant count	2022-12-31	16
Total funding target for all participants	2022-12-31	3,371,338
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	171,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	171,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	375,584
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	362,437
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	347,906
Net shortfall amortization installment of oustanding balance	2022-12-31	157,238
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	362,437
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	362,437
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	362,437
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,393,108
Acturial value of plan assets	2021-12-31	3,393,108
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	399,874
Active participant vested funding target	2021-12-31	2,454,071
Number of active participants	2021-12-31	12
Total funding liabilities for active participants	2021-12-31	2,454,071
Total participant count	2021-12-31	16
Total funding target for all participants	2021-12-31	2,853,945
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	184,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	184,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	177,887
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	171,695
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	372,420
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	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	171,695
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,644,439
Acturial value of plan assets	2020-12-31	2,644,439
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	102,364
Active participant vested funding target	2020-12-31	2,434,006
Number of active participants	2020-12-31	14
Total funding liabilities for active participants	2020-12-31	2,434,006
Total participant count	2020-12-31	17
Total funding target for all participants	2020-12-31	2,536,370
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	4,294
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	4,294
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	275,000
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	273,413
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	196,642
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	88,573
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	88,573
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	273,413
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,214,663
Acturial value of plan assets	2019-12-31	2,214,663
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	56,884
Active participant vested funding target	2019-12-31	2,147,999
Number of active participants	2019-12-31	13
Total funding liabilities for active participants	2019-12-31	2,147,999
Total participant count	2019-12-31	15
Total funding target for all participants	2019-12-31	2,204,883
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	218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	218
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	215,982
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	205,655
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	211,141
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	201,361
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	201,361
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	205,655
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,674,872
Acturial value of plan assets	2018-12-31	1,674,872
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	6,671
Active participant vested funding target	2018-12-31	1,835,391
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	1,835,391
Total participant count	2018-12-31	14
Total funding target for all participants	2018-12-31	1,842,062
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
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	213,703
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	206,869
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	179,357
Net shortfall amortization installment of oustanding balance	2018-12-31	167,190
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	206,651
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	206,651
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	206,869
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,730,674
Acturial value of plan assets	2017-12-31	1,730,674
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	6,490
Active participant vested funding target	2017-12-31	1,596,969
Number of active participants	2017-12-31	13
Total funding liabilities for active participants	2017-12-31	1,596,969
Total participant count	2017-12-31	14
Total funding target for all participants	2017-12-31	1,603,459
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	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	27,343
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	26,423
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	153,638
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	26,423
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	26,423
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	26,423
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,549,627
Acturial value of plan assets	2016-12-31	1,549,627
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	6,309
Active participant vested funding target	2016-12-31	1,371,714
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	1,371,714
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	1,378,023
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
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	0
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	151,355
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	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN

Measure	Date	Value
2025 : MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-10	0
Total liabilities as of the end of the plan year	2025-10-10	0
Total liabilities as of the beginning of the plan year	2025-10-10	0
Total expenses incurred by plan in this plan year	2025-10-10	28263
Net assets as of the end of the plan year	2025-10-10	4471420
Total assets as of the beginning of the plan year	2025-10-10	3836951
Value of plan covered by a fidelity bond	2025-10-10	500000
Participant contributions to plan in this plan year	2025-10-10	0
Other expenses paid from plan in this plan year	2025-10-10	0
Other contributions to plan in this plan year	2025-10-10	0
Other income to plan in this plan year	2025-10-10	451159
Plan net income in this plan year	2025-10-10	634469
Net assets as of the end of the plan year	2025-10-10	4471420
Net assets as of the beginning of the plan year	2025-10-10	3836951
Employer contributions to plan in this plan year	2025-10-10	211573
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-10	0
2024 : MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-14	0
Total liabilities as of the end of the plan year	2024-10-14	0
Total liabilities as of the beginning of the plan year	2024-10-14	0
Total expenses incurred by plan in this plan year	2024-10-14	427068
Net assets as of the end of the plan year	2024-10-14	3836951
Total assets as of the beginning of the plan year	2024-10-14	3589684
Value of plan covered by a fidelity bond	2024-10-14	500000
Participant contributions to plan in this plan year	2024-10-14	0
Other expenses paid from plan in this plan year	2024-10-14	0
Other contributions to plan in this plan year	2024-10-14	0
Other income to plan in this plan year	2024-10-14	396269
Plan net income in this plan year	2024-10-14	247267
Net assets as of the end of the plan year	2024-10-14	3836951
Net assets as of the beginning of the plan year	2024-10-14	3589684
Employer contributions to plan in this plan year	2024-10-14	278066
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	0

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Company Name:	MARKETING CONCEPTS GROUP
Employer identification number (EIN):	363574309
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers