RUSSELL C BROWN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUSSELL C BROWN, P.C. CASH BALANCE PLAN
401k plan membership statisitcs for RUSSELL C BROWN, P.C. CASH BALANCE PLAN
Measure | Date | Value |
---|
2022: RUSSELL C BROWN, P.C. CASH BALANCE PLAN 2022 401k membership |
---|
Market value of plan assets | 2022-12-31 | 2,192,771 |
Acturial value of plan assets | 2022-12-31 | 2,192,771 |
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 | 2,287,803 |
Number of active participants | 2022-12-31 | 2 |
Total funding liabilities for active participants | 2022-12-31 | 2,287,803 |
Total participant count | 2022-12-31 | 2 |
Total funding target for all participants | 2022-12-31 | 2,287,803 |
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 | 9,213 |
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 | 9,213 |
Present value of excess contributions | 2022-12-31 | 30,378 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 30,378 |
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 | 9,220 |
Total employer contributions | 2022-12-31 | 236,000 |
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 | 229,527 |
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 | 140,178 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 104,730 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 150,078 |
Additional cash requirement | 2022-12-31 | 150,078 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 229,527 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: RUSSELL C BROWN, P.C. CASH BALANCE PLAN 2021 401k membership |
---|
Market value of plan assets | 2021-12-31 | 1,995,062 |
Acturial value of plan assets | 2021-12-31 | 1,995,062 |
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 | 2,037,598 |
Number of active participants | 2021-12-31 | 2 |
Total funding liabilities for active participants | 2021-12-31 | 2,037,598 |
Total participant count | 2021-12-31 | 2 |
Total funding target for all participants | 2021-12-31 | 2,037,598 |
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 | 9,153 |
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 | 9,153 |
Present value of excess contributions | 2021-12-31 | 42,324 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 42,324 |
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 | 9,214 |
Total employer contributions | 2021-12-31 | 181,553 |
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 | 175,702 |
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 | 140,453 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 52,244 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 145,324 |
Additional cash requirement | 2021-12-31 | 145,324 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 175,702 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: RUSSELL C BROWN, P.C. CASH BALANCE PLAN 2020 401k membership |
---|
Market value of plan assets | 2020-12-31 | 1,853,470 |
Acturial value of plan assets | 2020-12-31 | 1,853,470 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 1,798,412 |
Number of active participants | 2020-12-31 | 2 |
Total funding liabilities for active participants | 2020-12-31 | 1,798,412 |
Total participant count | 2020-12-31 | 2 |
Total funding target for all participants | 2020-12-31 | 1,798,412 |
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 | 8,997 |
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 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 8,997 |
Present value of excess contributions | 2020-12-31 | 95,671 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 95,671 |
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 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 9,153 |
Total employer contributions | 2020-12-31 | 140,000 |
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 | 136,935 |
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 | 139,974 |
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 | 94,611 |
Additional cash requirement | 2020-12-31 | 94,611 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 136,935 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: RUSSELL C BROWN, P.C. CASH BALANCE PLAN 2019 401k membership |
---|
Market value of plan assets | 2019-12-31 | 1,701,284 |
Acturial value of plan assets | 2019-12-31 | 1,701,284 |
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 | 1,590,989 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 1,590,989 |
Total participant count | 2019-12-31 | 2 |
Total funding target for all participants | 2019-12-31 | 1,590,989 |
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 | 8,873 |
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 | 8,873 |
Present value of excess contributions | 2019-12-31 | 133,821 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 133,821 |
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 | 8,997 |
Total employer contributions | 2019-12-31 | 140,396 |
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 | 136,471 |
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 | 141,724 |
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 | 40,800 |
Additional cash requirement | 2019-12-31 | 40,800 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 136,471 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: RUSSELL C BROWN, P.C. CASH BALANCE PLAN 2018 401k membership |
---|
Market value of plan assets | 2018-12-31 | 1,473,674 |
Acturial value of plan assets | 2018-12-31 | 1,473,674 |
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 | 1,374,394 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 1,374,394 |
Total participant count | 2018-12-31 | 2 |
Total funding target for all participants | 2018-12-31 | 1,374,394 |
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 | 8,814 |
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 | 8,814 |
Present value of excess contributions | 2018-12-31 | 127,269 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 127,269 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 8,873 |
Total employer contributions | 2018-12-31 | 200,000 |
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 | 196,979 |
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 | 153,195 |
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 | 63,158 |
Additional cash requirement | 2018-12-31 | 63,158 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 196,979 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: RUSSELL C BROWN, P.C. CASH BALANCE PLAN 2017 401k membership |
---|
Market value of plan assets | 2017-12-31 | 1,204,038 |
Acturial value of plan assets | 2017-12-31 | 1,204,038 |
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 | 1,158,977 |
Number of active participants | 2017-12-31 | 2 |
Total funding liabilities for active participants | 2017-12-31 | 1,158,977 |
Total participant count | 2017-12-31 | 2 |
Total funding target for all participants | 2017-12-31 | 1,158,977 |
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 | 8,810 |
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 | 8,810 |
Present value of excess contributions | 2017-12-31 | 140,064 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 140,064 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 8,814 |
Total employer contributions | 2017-12-31 | 250,000 |
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 | 245,251 |
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 | 153,848 |
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 | 117,982 |
Additional cash requirement | 2017-12-31 | 117,982 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 245,251 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: RUSSELL C BROWN, P.C. CASH BALANCE PLAN 2016 401k membership |
---|
Market value of plan assets | 2016-12-31 | 896,382 |
Acturial value of plan assets | 2016-12-31 | 896,382 |
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 | 958,040 |
Number of active participants | 2016-12-31 | 2 |
Total funding liabilities for active participants | 2016-12-31 | 958,040 |
Total participant count | 2016-12-31 | 2 |
Total funding target for all participants | 2016-12-31 | 958,040 |
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 | 8,808 |
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 | 8,808 |
Present value of excess contributions | 2016-12-31 | 41,466 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 41,466 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 8,810 |
Total employer contributions | 2016-12-31 | 300,000 |
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 | 294,549 |
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 | 142,768 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 70,916 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 154,485 |
Additional cash requirement | 2016-12-31 | 154,485 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 294,549 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |