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DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 401k Plan overview

Plan NameDR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN
Plan identification number 002

DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

DR. CLAYTON A. FRENZEL, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DR. CLAYTON A. FRENZEL, P.A.
Employer identification number (EIN):451058037
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about DR. CLAYTON A. FRENZEL, P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-03-22
Company Identification Number: 0801401090
Legal Registered Office Address: 1000 N DAVIS DR STE C

ARLINGTON
United States of America (USA)
76012

More information about DR. CLAYTON A. FRENZEL, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JUDY FRENZEL2023-10-16
0022021-01-01JUDY FRENZEL2022-09-30
0022020-01-01JUDY FRENZEL2021-10-15 JUDY FRENZEL2021-10-15
0022019-01-01JUDY FRENZEL2020-10-14
0022018-01-01JUDY FRENZEL2019-10-15
0022017-01-01JUDY FRENZEL2018-09-28 JUDY FRENZEL2018-09-28
0022016-01-01JUDY FRENZEL2017-09-25 JUDY FRENZEL2017-09-25
0022015-01-01JUDY FRENZEL2016-10-12
0022014-01-01JUDY FRENZEL2015-10-13
0022013-01-01DR. CLAYTON FRENZEL2014-10-14

Plan Statistics for DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN

401k plan membership statisitcs for DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN

Measure Date Value
2022: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-311,593,437
Acturial value of plan assets2022-12-311,593,437
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3112
Fundng target for terminated vested participants2022-12-3154,681
Active participant vested funding target2022-12-311,227,174
Number of active participants2022-12-3112
Total funding liabilities for active participants2022-12-311,227,174
Total participant count2022-12-3124
Total funding target for all participants2022-12-311,281,855
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31124,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31131,428
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-310
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 date2022-12-310
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 cost2022-12-31120,045
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-311,413,552
Acturial value of plan assets2021-12-311,413,552
Funding target for retired participants and beneficiaries receiving payment2021-12-3130,391
Number of terminated vested participants2021-12-316
Fundng target for terminated vested participants2021-12-3115,162
Active participant vested funding target2021-12-311,049,380
Number of active participants2021-12-3117
Total funding liabilities for active participants2021-12-311,049,380
Total participant count2021-12-3124
Total funding target for all participants2021-12-311,094,933
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31274,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31289,347
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31136,441
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 date2021-12-31124,624
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 cost2021-12-31126,060
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31124,624
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-311,087,536
Acturial value of plan assets2020-12-311,087,536
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-315
Fundng target for terminated vested participants2020-12-3112,275
Active participant vested funding target2020-12-31922,965
Number of active participants2020-12-3118
Total funding liabilities for active participants2020-12-31924,534
Total participant count2020-12-3123
Total funding target for all participants2020-12-31936,809
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-31191,355
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31201,726
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-310
Total employer contributions2020-12-31300,000
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 date2020-12-31274,810
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 cost2020-12-31123,186
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31274,810
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31825,910
Acturial value of plan assets2019-12-31825,910
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-312,196
Active participant vested funding target2019-12-31720,577
Number of active participants2019-12-3117
Total funding liabilities for active participants2019-12-31724,644
Total participant count2019-12-3119
Total funding target for all participants2019-12-31726,840
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 contributions2019-12-31153,367
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31161,910
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 contributions2019-12-31235,343
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 date2019-12-31215,089
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 cost2019-12-31122,804
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3123,734
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3123,734
Contributions allocatedtoward minimum required contributions for current year2019-12-31215,089
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31596,959
Acturial value of plan assets2018-12-31596,959
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-312,883
Active participant vested funding target2018-12-31548,933
Number of active participants2018-12-3117
Total funding liabilities for active participants2018-12-31554,069
Total participant count2018-12-3119
Total funding target for all participants2018-12-31556,952
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3166,143
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3169,946
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31233,052
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31212,519
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3199,159
Total funding amount beforereflecting carryover/prefunding balances2018-12-3159,152
Additional cash requirement2018-12-3159,152
Contributions allocatedtoward minimum required contributions for current year2018-12-31212,519
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31471,548
Acturial value of plan assets2017-12-31471,548
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 target2017-12-31409,504
Number of active participants2017-12-3111
Total funding liabilities for active participants2017-12-31415,945
Total participant count2017-12-3111
Total funding target for all participants2017-12-31415,945
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 contributions2017-12-3181,901
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3186,790
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31118,573
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 date2017-12-31107,814
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 cost2017-12-31101,336
Total funding amount beforereflecting carryover/prefunding balances2017-12-3145,733
Additional cash requirement2017-12-3145,733
Contributions allocatedtoward minimum required contributions for current year2017-12-31107,814
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31352,086
Acturial value of plan assets2016-12-31352,086
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-313,161
Active participant vested funding target2016-12-31283,324
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31283,324
Total participant count2016-12-316
Total funding target for all participants2016-12-31286,485
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 contributions2016-12-3178,012
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3182,786
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 contributions2016-12-31118,532
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 date2016-12-31107,413
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 cost2016-12-3191,113
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 balances2016-12-3125,512
Additional cash requirement2016-12-3125,512
Contributions allocatedtoward minimum required contributions for current year2016-12-31107,413
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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