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Plan Name | THE HEALTH LAW PARTNERS, P.C. CASH BALANCE PENSION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | THE HEALTH LAW PARTNERS, P.C. |
Employer identification number (EIN): | 264227540 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about THE HEALTH LAW PARTNERS, P.C.
Jurisdiction of Incorporation: | Michigan Secretary of State |
Incorporation Date: | 0000-00-00 |
Company Identification Number: | 02046Q |
Legal Registered Office Address: |
NORTHWESTERN HWY. SUITE 200SOUTHFIELD 48034 United States of America (USA) 29566 |
More information about THE HEALTH LAW PARTNERS, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-10-01 | CAREY KALMOWITZ | 2023-07-07 | ||
002 | 2020-10-01 | CAREY KALMOWITZ | 2022-04-21 | ||
002 | 2019-10-01 | CAREY KALMOWITZ | 2021-04-14 | ||
002 | 2018-10-01 | CAREY KALMOWITZ | 2020-04-29 | ||
002 | 2017-10-01 | CAREY KALMOWITZ | 2019-02-12 | ||
002 | 2016-10-01 | CAREY KALMOWITZ | 2018-04-26 | ||
002 | 2015-10-01 | CAREY KALMOWITZ | 2017-07-11 | ||
002 | 2014-10-01 | CAREY KALMOWITZ | 2016-07-11 | ||
002 | 2013-10-01 | CAREY KALMOWITZ | 2015-07-13 | ||
002 | 2012-10-01 | CAREY KALMOWITZ | 2014-07-15 | ||
002 | 2011-10-01 | CAREY KALMOWITZ | 2013-07-11 | ||
002 | 2010-10-01 | CAREY KALMOWITZ | 2012-03-26 |
Measure | Date | Value |
---|---|---|
2022: THE HEALTH LAW PARTNERS, P.C. CASH BALANCE PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-09-30 | 1,460,167 |
Acturial value of plan assets | 2022-09-30 | 1,460,167 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 0 |
Number of terminated vested participants | 2022-09-30 | 3 |
Fundng target for terminated vested participants | 2022-09-30 | 18,214 |
Active participant vested funding target | 2022-09-30 | 1,481,325 |
Number of active participants | 2022-09-30 | 16 |
Total funding liabilities for active participants | 2022-09-30 | 1,481,325 |
Total participant count | 2022-09-30 | 19 |
Total funding target for all participants | 2022-09-30 | 1,499,539 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 0 |
Present value of excess contributions | 2022-09-30 | 156,423 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 156,423 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 0 |
Total employer contributions | 2022-09-30 | 142,091 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 144,847 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 123,752 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 39,372 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 127,423 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Additional cash requirement | 2022-09-30 | 127,423 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 144,847 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: THE HEALTH LAW PARTNERS, P.C. CASH BALANCE PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-09-30 | 1,552,422 |
Acturial value of plan assets | 2021-09-30 | 1,552,422 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 0 |
Number of terminated vested participants | 2021-09-30 | 4 |
Fundng target for terminated vested participants | 2021-09-30 | 24,711 |
Active participant vested funding target | 2021-09-30 | 1,262,743 |
Number of active participants | 2021-09-30 | 14 |
Total funding liabilities for active participants | 2021-09-30 | 1,262,743 |
Total participant count | 2021-09-30 | 18 |
Total funding target for all participants | 2021-09-30 | 1,287,454 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 0 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 0 |
Present value of excess contributions | 2021-09-30 | 131,578 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 131,578 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 0 |
Total employer contributions | 2021-09-30 | 153,822 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 156,423 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 120,624 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 156,423 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: THE HEALTH LAW PARTNERS, P.C. CASH BALANCE PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-09-30 | 1,247,394 |
Acturial value of plan assets | 2020-09-30 | 1,247,394 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 0 |
Number of terminated vested participants | 2020-09-30 | 4 |
Fundng target for terminated vested participants | 2020-09-30 | 23,992 |
Active participant vested funding target | 2020-09-30 | 1,100,566 |
Number of active participants | 2020-09-30 | 14 |
Total funding liabilities for active participants | 2020-09-30 | 1,100,566 |
Total participant count | 2020-09-30 | 18 |
Total funding target for all participants | 2020-09-30 | 1,124,558 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 0 |
Present value of excess contributions | 2020-09-30 | 114,974 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 114,974 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 0 |
Total employer contributions | 2020-09-30 | 129,500 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 131,578 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 119,417 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 0 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Additional cash requirement | 2020-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 131,578 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: THE HEALTH LAW PARTNERS, P.C. CASH BALANCE PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-09-30 | 1,031,311 |
Acturial value of plan assets | 2019-09-30 | 1,031,311 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 0 |
Number of terminated vested participants | 2019-09-30 | 6 |
Fundng target for terminated vested participants | 2019-09-30 | 25,586 |
Active participant vested funding target | 2019-09-30 | 915,793 |
Number of active participants | 2019-09-30 | 12 |
Total funding liabilities for active participants | 2019-09-30 | 915,793 |
Total participant count | 2019-09-30 | 18 |
Total funding target for all participants | 2019-09-30 | 941,379 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 0 |
Present value of excess contributions | 2019-09-30 | 132,369 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 132,369 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 0 |
Total employer contributions | 2019-09-30 | 131,453 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 132,565 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 107,523 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 0 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 17,591 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 17,591 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 132,565 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: THE HEALTH LAW PARTNERS, P.C. CASH BALANCE PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-09-30 | 896,347 |
Acturial value of plan assets | 2018-09-30 | 896,347 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 0 |
Number of terminated vested participants | 2018-09-30 | 5 |
Fundng target for terminated vested participants | 2018-09-30 | 19,423 |
Active participant vested funding target | 2018-09-30 | 757,461 |
Number of active participants | 2018-09-30 | 15 |
Total funding liabilities for active participants | 2018-09-30 | 757,461 |
Total participant count | 2018-09-30 | 20 |
Total funding target for all participants | 2018-09-30 | 776,884 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 0 |
Present value of excess contributions | 2018-09-30 | 120,121 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 120,121 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 0 |
Total employer contributions | 2018-09-30 | 131,753 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 132,369 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 104,766 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 132,369 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: THE HEALTH LAW PARTNERS, P.C. CASH BALANCE PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-09-30 | 865,404 |
Acturial value of plan assets | 2017-09-30 | 865,404 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 0 |
Number of terminated vested participants | 2017-09-30 | 7 |
Fundng target for terminated vested participants | 2017-09-30 | 124,350 |
Active participant vested funding target | 2017-09-30 | 603,082 |
Number of active participants | 2017-09-30 | 13 |
Total funding liabilities for active participants | 2017-09-30 | 603,082 |
Total participant count | 2017-09-30 | 20 |
Total funding target for all participants | 2017-09-30 | 727,432 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 0 |
Amount remaining of prefunding balance | 2017-09-30 | 0 |
Present value of excess contributions | 2017-09-30 | 132,672 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 132,672 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
Balance of prefunding at beginning of current year | 2017-09-30 | 0 |
Total employer contributions | 2017-09-30 | 126,493 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 120,121 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 97,588 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 0 |
Waiver amortization installment | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 120,121 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |