INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC CASH BALANCE PLAN
401k plan membership statisitcs for INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2024: INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC CASH BALANCE PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-08-25 | 5 |
| Total number of particpants at end of year | 2024-08-25 | 5 |
| 2022: INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC CASH BALANCE PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 139,904 |
| Acturial value of plan assets | 2022-12-31 | 139,904 |
| 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 | 147,038 |
| Number of active participants | 2022-12-31 | 2 |
| Total funding liabilities for active participants | 2022-12-31 | 150,559 |
| Total participant count | 2022-12-31 | 2 |
| Total funding target for all participants | 2022-12-31 | 150,559 |
| 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 | 0 |
| 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 | 0 |
| Present value of excess contributions | 2022-12-31 | 14,202 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 14,202 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| 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 | 0 |
| Total employer contributions | 2022-12-31 | 106,000 |
| 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 | 102,407 |
| 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 | 69,304 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 10,655 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 70,289 |
| Additional cash requirement | 2022-12-31 | 70,289 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 102,407 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total number of particpants at beginning of year | 2022-09-19 | 2 |
| Total number of particpants at end of year | 2022-09-19 | 2 |
| 2021: INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC CASH BALANCE PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 81,253 |
| Acturial value of plan assets | 2021-12-31 | 81,253 |
| 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 | 0 |
| Number of active participants | 2021-12-31 | 2 |
| Total funding liabilities for active participants | 2021-12-31 | 71,994 |
| Total participant count | 2021-12-31 | 2 |
| Total funding target for all participants | 2021-12-31 | 71,994 |
| 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 | 0 |
| 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 | 0 |
| Present value of excess contributions | 2021-12-31 | 8,365 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 8,365 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| 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 | 0 |
| Total employer contributions | 2021-12-31 | 76,702 |
| 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 | 74,207 |
| 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 | 69,264 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 60,005 |
| Additional cash requirement | 2021-12-31 | 60,005 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 74,207 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Measure | Date | Value |
|---|
| 2024 : INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-25 | 1866 |
| Net assets as of the end of the plan year | 2024-08-25 | 358174 |
| Total assets as of the beginning of the plan year | 2024-08-25 | 245904 |
| Value of plan covered by a fidelity bond | 2024-08-25 | 300000 |
| Other income to plan in this plan year | 2024-08-25 | 28915 |
| Plan net income in this plan year | 2024-08-25 | 112270 |
| Net assets as of the end of the plan year | 2024-08-25 | 358174 |
| Net assets as of the beginning of the plan year | 2024-08-25 | 245904 |
| Employer contributions to plan in this plan year | 2024-08-25 | 85221 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-25 | 1866 |
| 2022 : INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC CASH BALANCE PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-19 | 226 |
| Net assets as of the end of the plan year | 2022-09-19 | 157955 |
| Total assets as of the beginning of the plan year | 2022-09-19 | 78838 |
| Value of plan covered by a fidelity bond | 2022-09-19 | 200000 |
| Other income to plan in this plan year | 2022-09-19 | 2641 |
| Plan net income in this plan year | 2022-09-19 | 79117 |
| Net assets as of the end of the plan year | 2022-09-19 | 157955 |
| Net assets as of the beginning of the plan year | 2022-09-19 | 78838 |
| Employer contributions to plan in this plan year | 2022-09-19 | 76702 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-19 | 226 |
