Plan Name | KENT L. HOWZE, DDS, PA DEFINED BENEFIT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | HOWZE FAMILY DENTISTRY |
Employer identification number (EIN): | 752852036 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about HOWZE FAMILY DENTISTRY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1999-11-10 |
Company Identification Number: | 0082067903 |
Legal Registered Office Address: |
509 N HAMPTON RD STE 101 DESOTO United States of America (USA) 75115 |
More information about HOWZE FAMILY DENTISTRY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | ||||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | KENT L. HOWZE, DDS | 2013-07-23 | ||
002 | 2011-01-01 | KENT L. HOWZE, DDS | 2012-09-02 | ||
002 | 2010-01-01 | DR. KENT L. HOWZE | 2011-07-15 | DR. KENT L. HOWZE | 2011-07-15 |
Measure | Date | Value |
---|---|---|
2019: KENT L. HOWZE, DDS, PA DEFINED BENEFIT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 2,018,913 |
Acturial value of plan assets | 2019-12-31 | 2,018,913 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 3 |
Fundng target for terminated vested participants | 2019-12-31 | 308,867 |
Active participant vested funding target | 2019-12-31 | 1,688,797 |
Number of active participants | 2019-12-31 | 5 |
Total funding liabilities for active participants | 2019-12-31 | 1,689,124 |
Total participant count | 2019-12-31 | 8 |
Total funding target for all participants | 2019-12-31 | 1,997,991 |
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 | 142,889 |
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 | 142,889 |
Present value of excess contributions | 2019-12-31 | 67,993 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 71,794 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 71,794 |
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 | 215,683 |
Total employer contributions | 2019-12-31 | 250,000 |
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 | 227,490 |
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 | 4,866 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 194,756 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 46,852 |
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 | 46,852 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 227,490 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: KENT L. HOWZE, DDS, PA DEFINED BENEFIT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,906,931 |
Acturial value of plan assets | 2018-12-31 | 1,906,931 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 1,829,820 |
Number of active participants | 2018-12-31 | 8 |
Total funding liabilities for active participants | 2018-12-31 | 1,830,519 |
Total participant count | 2018-12-31 | 8 |
Total funding target for all participants | 2018-12-31 | 1,830,519 |
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 | 242,937 |
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 | 101,365 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 141,572 |
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 | 142,889 |
Total employer contributions | 2018-12-31 | 100,000 |
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 | 92,868 |
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 | 6,424 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 66,474 |
Waiver amortization installment | 2018-12-31 | 0 |
Waived amount of outstanding balance | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 24,875 |
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 | 24,875 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 92,868 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: KENT L. HOWZE, DDS, PA DEFINED BENEFIT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,819,859 |
Acturial value of plan assets | 2017-12-31 | 1,819,859 |
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 | 1,579,515 |
Number of active participants | 2017-12-31 | 7 |
Total funding liabilities for active participants | 2017-12-31 | 1,579,515 |
Total participant count | 2017-12-31 | 7 |
Total funding target for all participants | 2017-12-31 | 1,579,515 |
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 | 241,921 |
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 | 241,921 |
Present value of excess contributions | 2017-12-31 | 66,448 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 70,202 |
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 | 242,937 |
Total employer contributions | 2017-12-31 | 70,000 |
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 | 64,894 |
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 | 159,345 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 3,537 |
Waiver amortization installment | 2017-12-31 | 0 |
Waived amount of outstanding balance | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 166,259 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 101,365 |
Additional cash requirement | 2017-12-31 | 64,894 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 64,894 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: KENT L. HOWZE, DDS, PA DEFINED BENEFIT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 1,712,883 |
Acturial value of plan assets | 2016-12-31 | 1,712,883 |
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 | 402 |
Active participant vested funding target | 2016-12-31 | 1,583,847 |
Number of active participants | 2016-12-31 | 8 |
Total funding liabilities for active participants | 2016-12-31 | 1,584,694 |
Total participant count | 2016-12-31 | 9 |
Total funding target for all participants | 2016-12-31 | 1,585,096 |
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 | 315,337 |
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 | 66,139 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 249,198 |
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 | 241,921 |
Total employer contributions | 2016-12-31 | 100,000 |
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 | 92,770 |
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 | 4,080 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 114,122 |
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 | 26,322 |
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 | 26,322 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 92,770 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |