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CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN 401k Plan overview

Plan NameCENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN
Plan identification number 002

CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR HYPERTENSION & KIDNEY CARE, P.A.
Employer identification number (EIN):202264193
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CENTER FOR HYPERTENSION & KIDNEY CARE, P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-01-27
Company Identification Number: 0800447456
Legal Registered Office Address: 4514 MOSS GREEN CT

HOUSTON
United States of America (USA)
77059

More information about CENTER FOR HYPERTENSION & KIDNEY CARE, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01

Plan Statistics for CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN

Measure Date Value
2022: CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-311,925,226
Acturial value of plan assets2022-12-311,925,226
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,895,096
Number of active participants2022-12-316
Total funding liabilities for active participants2022-12-311,895,096
Total participant count2022-12-316
Total funding target for all participants2022-12-311,895,096
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3178,458
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3178,458
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3144,988
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3149,217
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3144,988
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3144,988
Total employer contributions2022-12-31349,471
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31320,803
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31342,990
Net shortfall amortization installment of oustanding balance2022-12-3114,858
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31344,363
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3144,988
Additional cash requirement2022-12-31299,375
Contributions allocatedtoward minimum required contributions for current year2022-12-31320,803
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-311,444,112
Acturial value of plan assets2021-12-311,444,112
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,461,036
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-311,461,036
Total participant count2021-12-316
Total funding target for all participants2021-12-311,461,036
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31116,243
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31116,243
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3190,157
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3194,178
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3190,157
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3111,699
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3178,458
Total employer contributions2021-12-31343,112
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31307,340
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31318,402
Net shortfall amortization installment of oustanding balance2021-12-3195,382
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31340,810
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3178,458
Additional cash requirement2021-12-31262,352
Contributions allocatedtoward minimum required contributions for current year2021-12-31307,340
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-311,071,562
Acturial value of plan assets2020-12-311,071,562
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,072,055
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-311,072,055
Total participant count2020-12-315
Total funding target for all participants2020-12-311,072,055
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31107,814
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31107,814
Present value of excess contributions2020-12-311,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,949
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31116,243
Total employer contributions2020-12-31326,189
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31297,697
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31300,836
Net shortfall amortization installment of oustanding balance2020-12-31116,736
Total funding amount beforereflecting carryover/prefunding balances2020-12-31323,783
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31116,243
Additional cash requirement2020-12-31207,540
Contributions allocatedtoward minimum required contributions for current year2020-12-31297,697
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31726,732
Acturial value of plan assets2019-12-31726,732
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 target2019-12-31720,679
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-31721,645
Total participant count2019-12-316
Total funding target for all participants2019-12-31721,645
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3187,745
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 balance2019-12-3187,745
Present value of excess contributions2019-12-3120,193
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3121,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3121,394
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 year2019-12-31107,814
Total employer contributions2019-12-31301,953
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 date2019-12-31266,907
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 cost2019-12-31246,959
Net shortfall amortization installment of oustanding balance2019-12-31102,727
Total funding amount beforereflecting carryover/prefunding balances2019-12-31265,064
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31265,064
Contributions allocatedtoward minimum required contributions for current year2019-12-31266,907
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31455,473
Acturial value of plan assets2018-12-31455,473
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-31432,374
Total participant count2018-12-315
Total funding target for all participants2018-12-31432,374
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3133,154
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3133,154
Present value of excess contributions2018-12-3151,367
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3154,526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3154,526
Reductions in caryover balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3187,743
Total employer contributions2018-12-31277,309
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31246,851
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31215,970
Net shortfall amortization installment of oustanding balance2018-12-3164,645
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31226,658
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31226,658
Contributions allocatedtoward minimum required contributions for current year2018-12-31246,851
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31207,743
Acturial value of plan assets2017-12-31207,743
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31181,540
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-31181,540
Total participant count2017-12-315
Total funding target for all participants2017-12-31181,540
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3131,172
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3133,155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3133,154
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3133,154
Total employer contributions2017-12-31249,475
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31225,704
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31173,196
Net shortfall amortization installment of oustanding balance2017-12-316,950
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31174,337
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31174,337
Contributions allocatedtoward minimum required contributions for current year2017-12-31225,704
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: CENTER FOR HYPERTENSION & KIDNEY CARE, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-315
Total funding target for all participants2016-12-310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31215,446
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31193,988
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31164,193
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31164,193
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31164,193
Contributions allocatedtoward minimum required contributions for current year2016-12-31193,988
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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