401k Plan data: CBIZSOFT, INC. DEFINED BENEFIT PLAN plan

CBIZSOFT, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	CBIZSOFT, INC. DEFINED BENEFIT PLAN
Plan identification number	002

CBIZSOFT, INC. DEFINED BENEFIT 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

CBIZSOFT, INC. has sponsored the creation of one or more 401k plans.

Company Name: CBIZSOFT, INC.

Employer identification number (EIN): 752914937

NAIC Classification: 541600

Additional information about CBIZSOFT, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2000-09-27

Company Identification Number: 0159982700

Legal Registered Office Address: 17000 PRESTON RD STE 230

DALLAS
United States of America (USA)
75248

More information about CBIZSOFT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CBIZSOFT, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PADMA REDDY 2023-10-10 PADMA REDDY 2023-10-10
002 2021-01-01 PADMA REDDY 2022-10-07 PADMA REDDY 2022-10-07
002 2020-01-01 PADMA REDDY 2021-10-13 PADMA REDDY 2021-10-13
002 2019-01-01 PADMA REDDY 2020-09-23 PADMA REDDY 2020-09-23
002 2018-01-01 PADMA REDDY 2019-07-22 PADMA REDDY 2019-07-22
002 2017-01-01 PADMA REDDY 2018-10-08 PADMA REDDY 2018-10-08
002 2016-01-01 PADMA REDDY 2017-09-27 PADMA REDDY 2017-09-27
002 2015-01-01 PADMA REDDY 2016-10-07 PADMA REDDY 2016-10-07
002 2014-01-01 PADMA REDDY 2015-10-06 PADMA REDDY 2015-10-06
002 2013-01-01 PADMA REDDY 2014-07-21 PADMA REDDY 2014-07-21
002 2012-01-01 PADMA REDDY 2013-07-23 PADMA REDDY 2013-07-23
002 2011-01-01 PADMA REDDY 2012-10-01 PADMA REDDY 2012-10-01
002 2010-01-01 PADMA REDDY 2011-09-21 PADMA REDDY 2011-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PADMA REDDY	2023-10-10	PADMA REDDY	2023-10-10
002	2021-01-01	PADMA REDDY	2022-10-07	PADMA REDDY	2022-10-07
002	2020-01-01	PADMA REDDY	2021-10-13	PADMA REDDY	2021-10-13
002	2019-01-01	PADMA REDDY	2020-09-23	PADMA REDDY	2020-09-23
002	2018-01-01	PADMA REDDY	2019-07-22	PADMA REDDY	2019-07-22
002	2017-01-01	PADMA REDDY	2018-10-08	PADMA REDDY	2018-10-08
002	2016-01-01	PADMA REDDY	2017-09-27	PADMA REDDY	2017-09-27
002	2015-01-01	PADMA REDDY	2016-10-07	PADMA REDDY	2016-10-07
002	2014-01-01	PADMA REDDY	2015-10-06	PADMA REDDY	2015-10-06
002	2013-01-01	PADMA REDDY	2014-07-21	PADMA REDDY	2014-07-21
002	2012-01-01	PADMA REDDY	2013-07-23	PADMA REDDY	2013-07-23
002	2011-01-01	PADMA REDDY	2012-10-01	PADMA REDDY	2012-10-01
002	2010-01-01	PADMA REDDY	2011-09-21	PADMA REDDY	2011-09-21

Plan Statistics for CBIZSOFT, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for CBIZSOFT, INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,274,933
Acturial value of plan assets 2022-12-31 2,274,933
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,776,895
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 1,776,895
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 1,776,895
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 159,781
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 2022-12-31 159,781
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2022-12-31 187,008
Total employer contributions 2022-12-31 0
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 0
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 2022-12-31 137,185
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,946,065
Acturial value of plan assets 2021-12-31 1,946,065
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,551,916
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 1,551,916
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 1,551,916
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 84,107
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 84,107
Present value of excess contributions 2021-12-31 57,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 60,131
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 60,131
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 2021-12-31 159,781
Total employer contributions 2021-12-31 0
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 0
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 2021-12-31 136,926
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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,619,649
Acturial value of plan assets 2020-12-31 1,619,649
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 20,920
Active participant vested funding target 2020-12-31 1,370,136
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 1,370,136
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 1,391,056
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 138,318
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 26,140
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 112,178
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 53,277
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 84,107
Total employer contributions 2020-12-31 61,000
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 57,624
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 144,486
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 57,624
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,222,915
Acturial value of plan assets 2019-12-31 1,222,915
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,190,128
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 1,190,128
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 1,190,128
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 145,068
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 2019-12-31 145,068
Present value of excess contributions 2019-12-31 2,993
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,129
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 3,129
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 2019-12-31 138,318
Total employer contributions 2019-12-31 137,000
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 2019-12-31 128,254
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 2019-12-31 137,247
Net shortfall amortization installment of oustanding balance 2019-12-31 105,531
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 154,394
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 26,140
Additional cash requirement 2019-12-31 128,254
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 128,254
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,162,544
Acturial value of plan assets 2018-12-31 1,162,544
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 5,965
Active participant vested funding target 2018-12-31 998,035
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 998,035
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 1,004,000
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 124,028
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 2,327
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 121,701
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 2018-12-31 145,068
Total employer contributions 2018-12-31 140,000
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 2018-12-31 127,391
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 137,874
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 124,398
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 2018-12-31 124,398
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 127,391
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 853,079
Acturial value of plan assets 2017-12-31 853,079
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 763,647
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 763,647
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 763,647
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 166,549
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 50,613
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 115,936
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 2017-12-31 124,028
Total employer contributions 2017-12-31 157,359
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 2017-12-31 139,338
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 135,392
Net shortfall amortization installment of oustanding balance 2017-12-31 34,596
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 141,665
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 2,327
Additional cash requirement 2017-12-31 139,338
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 139,338
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 724,546
Acturial value of plan assets 2016-12-31 724,546
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 5,902
Active participant vested funding target 2016-12-31 580,992
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 580,992
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 586,894
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 209,713
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 43,629
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 166,084
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 2016-12-31 166,549
Total employer contributions 2016-12-31 90,000
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 78,154
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 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 2016-12-31 123,274
Net shortfall amortization installment of oustanding balance 2016-12-31 28,897
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 128,075
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 49,921
Additional cash requirement 2016-12-31 78,154
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 78,154
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,274,933
Acturial value of plan assets	2022-12-31	2,274,933
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,776,895
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	1,776,895
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	1,776,895
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	159,781
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	159,781
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	187,008
Total employer contributions	2022-12-31	0
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	0
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	137,185
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,946,065
Acturial value of plan assets	2021-12-31	1,946,065
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,551,916
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	1,551,916
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	1,551,916
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	84,107
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	84,107
Present value of excess contributions	2021-12-31	57,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	60,131
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	60,131
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	159,781
Total employer contributions	2021-12-31	0
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	0
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	136,926
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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,619,649
Acturial value of plan assets	2020-12-31	1,619,649
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	20,920
Active participant vested funding target	2020-12-31	1,370,136
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	1,370,136
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	1,391,056
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	138,318
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	26,140
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	112,178
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	53,277
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	84,107
Total employer contributions	2020-12-31	61,000
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	57,624
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	144,486
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	57,624
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,222,915
Acturial value of plan assets	2019-12-31	1,222,915
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,190,128
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	1,190,128
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	1,190,128
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	145,068
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	145,068
Present value of excess contributions	2019-12-31	2,993
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,129
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	3,129
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	138,318
Total employer contributions	2019-12-31	137,000
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	128,254
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	137,247
Net shortfall amortization installment of oustanding balance	2019-12-31	105,531
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	154,394
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	26,140
Additional cash requirement	2019-12-31	128,254
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	128,254
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,162,544
Acturial value of plan assets	2018-12-31	1,162,544
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	5,965
Active participant vested funding target	2018-12-31	998,035
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	998,035
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	1,004,000
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	124,028
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	2,327
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	121,701
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	145,068
Total employer contributions	2018-12-31	140,000
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	127,391
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	137,874
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	124,398
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	124,398
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	127,391
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	853,079
Acturial value of plan assets	2017-12-31	853,079
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	763,647
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	763,647
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	763,647
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	166,549
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	50,613
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	115,936
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	124,028
Total employer contributions	2017-12-31	157,359
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	139,338
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	135,392
Net shortfall amortization installment of oustanding balance	2017-12-31	34,596
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	141,665
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	2,327
Additional cash requirement	2017-12-31	139,338
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	139,338
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CBIZSOFT, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	724,546
Acturial value of plan assets	2016-12-31	724,546
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	5,902
Active participant vested funding target	2016-12-31	580,992
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	580,992
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	586,894
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	209,713
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	43,629
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	166,084
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	166,549
Total employer contributions	2016-12-31	90,000
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	78,154
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	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	123,274
Net shortfall amortization installment of oustanding balance	2016-12-31	28,897
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	128,075
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	49,921
Additional cash requirement	2016-12-31	78,154
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	78,154
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CBIZSOFT, INC.
Employer identification number (EIN):	752914937
NAIC Classification:	541600

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2000-09-27
Company Identification Number:	0159982700
Legal Registered Office Address:	17000 PRESTON RD STE 230 DALLAS United States of America (USA) 75248