JOSEPH G. BROOKS, M.D., P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

JOSEPH G. BROOKS, M.D., P.A. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	JOSEPH G. BROOKS, M.D., P.A.
Employer identification number (EIN):	260385567
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about JOSEPH G. BROOKS, M.D., P.A.

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2007-06-18
Company Identification Number:	0800831143
Legal Registered Office Address:	6600 MOSSWOOD DR MIDLAND United States of America (USA) 79707

More information about JOSEPH G. BROOKS, M.D., P.A.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2017-01-01
001	2016-01-01	JOSEPH G. BROOKS	2017-04-18
001	2015-01-01	JOSEPH G. BROOKS	2016-07-14
001	2014-01-01	DEBORAH K. BAZE	2015-06-17
001	2013-01-01	DEBORAH K. BAZE	2014-07-28
001	2012-01-01	HEIDI COOK	2013-10-08

Plan Statistics for JOSEPH G. BROOKS, M.D., P.A. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2017: JOSEPH G. BROOKS, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,605,285
Acturial value of plan assets	2017-12-31	3,605,285
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	3,384,661
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	3,384,661
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	3,384,661
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	170,127
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	147,629
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	22,498
Present value of excess contributions	2017-12-31	127,838
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	134,396
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	24,426
Total employer contributions	2017-12-31	537,917
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	539,678
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	376,074
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	181,366
Additional cash requirement	2017-12-31	181,366
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	539,678
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOSEPH G. BROOKS, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,966,181
Acturial value of plan assets	2016-12-31	2,966,161
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,850,202
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	2,850,202
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	2,850,202
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	171,223
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	171,223
Present value of excess contributions	2016-12-31	36
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	38
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	170,127
Total employer contributions	2016-12-31	338,979
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	338,265
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	356,276
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	356,276
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	145,849
Additional cash requirement	2016-12-31	210,427
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	338,265
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

• JOSEPH G. ABROMOVITZ, P.C. DEFINED BENEFIT PENSION PLAN [EIN = 042725193]
• JOSEPH G. PULITANO INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN [EIN = 043035354]
• JOSEPH G. LOOPER, DMD, PC 401(K) PROFIT SHARING PLAN [EIN = 582271112]
• JOSEPH G. VAUGHAN, D.D.S., INC. 401(K) PLAN [EIN = 331116467]
• JOSEPH G. GIULIANO, D.D.S., P.C. PROFIT-SHARING PLAN [EIN = 222879815]
• JOSEPH G. MIRCI, DDS PROFIT SHARING PLAN [EIN = 870399450]
• JOSEPH G. FEGHALI, M.D., P.C. PROFIT SHARING PLAN [EIN = 133864446]
• JOSEPH G. MAYO III, M. D. INC. PROFIT SHARING PLAN [EIN = 330659212]
• JOSEPH G. GOLDBERG, O.D. PROFIT SHARING PLAN [EIN = 510291543]
• JOSEPH G. HAGGAR DDS EMPLOYEE MONEY PURCHASE PENSION PLAN [EIN = 133386661]
• JOSEPH G. HAGGAR DDS EMPLOYEES PROFIT SHARING PLA [EIN = 133386661]
• JOSEPH G. BURCKHARDT, D.P.M., P.C. 401(K) PROFIT SHARING PLAN [EIN = 760198123]
• JOSEPH G. MARCIUS, D.D.S. PROFIT SHARING PLAN [EIN = 341281250]
• JOSEPH G. PULITANO INSURANCE AGENCY, INC. DEFINED BENEFIT PLAN [EIN = 043035354]
• JOSEPH G. KELLEY CONSTRUCTION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN [EIN = 113222410]
• JOSEPH G. LINCOLN, D.D.S. PROFIT SHARING PLAN [EIN = 364198358]
• JOSEPH G. HARRIS INC. PROFIT SHARING PLAN [EIN = 133898553]
• JOSEPH G. GIANFORTONI / SEP [EIN = 541510249]
• JOSEPH G. D'AVANZO, DO, PC PROFIT SHARING [EIN = 382751692]
• JOSEPH G. POLLARD CO, INC. 401(K) PROFIT SHARING PLAN [EIN = 111196240]
• JOSEPH G. BERTROCHE, JR. PC 401(K) PS PLAN [EIN = 203993863]
• JOSEPH G. FEGHALI, M.D., INC., 401(K) PROFIT SHARING PLAN [EIN = 311545518]
• JOSEPH G. HEINRICH, O.D., A PROF. CORP. 401K PROFIT SHARING PLAN [EIN = 481290854]
• JOSEPH G. O'REILLY PENSION PLAN [EIN = 042599826]
• JOSEPH G. MCCARTIN DDS, PC 401(K) PROFIT SHARING PLAN [EIN = 364265609]
• JOSEPH G. WATSON, DMD, PA CASH BALANCE PLAN [EIN = 611588584]
• JOSEPH G. DIPRIMA, D.P.M. 401(K) PROFIT SHARING PLAN [EIN = 161307650]
• JOSEPH G. KELLEY CONSTRUCTION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN [EIN = 113222400]
• JOSEPH G. WATSON, DMD, PA 401(K) PLAN [EIN = 611588584]
• JOSEPH G. HUGHES, MD, LLC. 401K PROFIT SHARING PLAN [EIN = 631266893]
• JOSEPH G. BURCKHARDT, DPM, PC SMITH BARNEY PENSION PLAN [EIN = 760198123]
• JOSEPH G. EMS PROFIT SHARING PLAN [EIN = 233098875]
• JOSEPH G. JOHANSEN, D.D.S., P.C. PROFIT SHARING PLAN [EIN = 860570435]
• JOSEPH G. WOLFE TARGET BENEFIT KEOGH PLAN [EIN = 351346407]
• JOSEPH G. JOHANSEN, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN [EIN = 860570435]
• JOSEPH G. GIULIAN, D.D.S., INC. PROFIT SHARING PLAN [EIN = 942775649]

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