PAUL B. TARTELL, M.D., P.L. DEFINED BENEFIT PLAN 401k Plan overview

PAUL B. TARTELL, M.D., P.L. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	PAUL B. TARTELL, M.D., P.L.
Employer identification number (EIN):	200658306
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about PAUL B. TARTELL, M.D., P.L.

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2011-11-07
Company Identification Number:	L11000127619
Legal Registered Office Address:	500 S. Federal Hwy Hallandale 33008

More information about PAUL B. TARTELL, M.D., P.L.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	PAUL TARTELL	2015-09-24
002	2013-01-01	PAUL TARTELL	2014-09-09
002	2012-01-01	PAUL TARTELL	2013-09-10

Plan Statistics for PAUL B. TARTELL, M.D., P.L. DEFINED BENEFIT PLAN

Measure	Date	Value
2019: PAUL B. TARTELL, M.D., P.L. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,689,515
Acturial value of plan assets	2019-12-31	1,689,515
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	1,547,609
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,547,609
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,547,609
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	294
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	294
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	200,000
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	196,308
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	221,086
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	79,180
Additional cash requirement	2019-12-31	79,180
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	196,308
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PAUL B. TARTELL, M.D., P.L. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,342,804
Acturial value of plan assets	2018-12-31	1,342,804
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	5
Fundng target for terminated vested participants	2018-12-31	12,729
Active participant vested funding target	2018-12-31	1,269,772
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,269,772
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	1,282,501
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	163,974
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	163,974
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	160,000
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	154,339
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	214,348
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	154,045
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	154,045
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	154,339
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PAUL B. TARTELL, M.D., P.L. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,307,218
Acturial value of plan assets	2017-12-31	1,307,218
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	27,380
Active participant vested funding target	2017-12-31	982,811
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	983,714
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,011,094
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	232,056
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	232,056
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	170,000
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	163,974
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	197,432
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	163,974
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PAUL B. TARTELL, M.D., P.L. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	896,219
Acturial value of plan assets	2016-12-31	896,219
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	10,632
Active participant vested funding target	2016-12-31	710,517
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	711,384
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	722,016
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	161,608
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	161,608
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	250,000
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	240,031
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	182,178
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	7,975
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	7,975
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	240,031
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

• PAUL B. SNOWDEN DBA SNOWDEN EYE CARE [EIN = 753194364]
• PAUL B. HOBEIKA, M.D PROFIT SHARING PLAN AND TRUST [EIN = 223487066]
• PAUL B. ZIMMERMAN, INC. 401(K) PLAN [EIN = 232049723]
• PAUL B. ZIMMERMAN, INC. HEALTH AND WELFARE PLAN [EIN = 232049723]
• PAUL B. COTTER, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 042803738]
• PAUL B. MACK 401K PLAN [EIN = 911622903]
• PAUL B. BAILEY ARCHITECT PROFIT SHARING PLAN [EIN = 721559560]
• PAUL B. WEITZ & ASSOCIATES PROFIT SHARING PLAN [EIN = 134024892]
• PAUL B. JUSTI, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN [EIN = 943307805]
• PAUL B. WIEGAND, D.D.S., M.S.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST [EIN = 742984760]
• PAUL B. YELLIN MD, PLLC RETIREMENT PLAN [EIN = 562640566]
• PAUL B. MURRAY, MD, LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 061380856]
• PAUL B. WHITTEMORE PHD [EIN = 330750153]
• PAUL B. SULLIVAN INSURANCE AGENCY, INC. 401(K) PLAN [EIN = 042498428]
• PAUL B. BRICKFIELD, P.C. PROFIT SHARING PLAN [EIN = 223213115]
• PAUL B. PALMER, D.D.S., INC. PROFIT SHARING PLAN [EIN = 953514124]
• PAUL B. GOOGE MD PC PROFIT SHARING PLAN [EIN = 621571333]
• PAUL B. HALL REGIONAL MEDICAL CENTER 401(K) PLAN [EIN = 383980467]
• PAUL B. WOLFE [EIN = 030216834]
• PAUL B. TREVARROW PLLC DEFINED BENEFIT PENSION PLAN [EIN = 562184077]
• PAUL B. TREVARROW PLLC PROFIT SHARING PLAN [EIN = 562184077]
• PAUL B. WILKINS, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN [EIN = 720879725]
• PAUL B. HACKMEYER, M.D., F.A.C.P. PROFIT SHARING PLAN [EIN = 953783650]
• PAUL B. HENRY, INC. BASIC [EIN = 233008129]
• PAUL B. MURRAY, MD, LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 134243704]
• PAUL B. LANGER, D.D.S., LLC 401(K) PLAN [EIN = 462780871]
• PAUL B. LANGER, D.D.S., LLC CASH BALANCE PLAN [EIN = 462780871]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping