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HOLEN FAMILY MEDICINE, P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameHOLEN FAMILY MEDICINE, P.C. CASH BALANCE PLAN
Plan identification number 003

HOLEN FAMILY MEDICINE, P.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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).

401k Sponsoring company profile

HOLEN FAMILY MEDICINE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:HOLEN FAMILY MEDICINE, P.C.
Employer identification number (EIN):203498326
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about HOLEN FAMILY MEDICINE, P.C.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2005-09-19
Company Identification Number: 20051353257
Legal Registered Office Address: 11054 Shadowbrook cir

Highlands Ranch
United States of America (USA)
80130

More information about HOLEN FAMILY MEDICINE, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLEN FAMILY MEDICINE, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01JEFF HOLEN2020-10-15

Plan Statistics for HOLEN FAMILY MEDICINE, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for HOLEN FAMILY MEDICINE, P.C. CASH BALANCE PLAN

Measure Date Value
2019: HOLEN FAMILY MEDICINE, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-310
Acturial value of plan assets2019-12-310
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-310
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-312
Total funding target for all participants2019-12-310
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31124,719
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31121,676
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31121,669
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31121,669
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31121,669
Contributions allocatedtoward minimum required contributions for current year2019-12-31121,676
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310

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