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Plan Name | DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | JUDY FRENZEL | 2023-10-16 | ||
002 | 2021-01-01 | JUDY FRENZEL | 2022-09-30 | ||
002 | 2020-01-01 | JUDY FRENZEL | 2021-10-15 | JUDY FRENZEL | 2021-10-15 |
002 | 2019-01-01 | JUDY FRENZEL | 2020-10-14 | ||
002 | 2018-01-01 | JUDY FRENZEL | 2019-10-15 | ||
002 | 2017-01-01 | JUDY FRENZEL | 2018-09-28 | JUDY FRENZEL | 2018-09-28 |
002 | 2016-01-01 | JUDY FRENZEL | 2017-09-25 | JUDY FRENZEL | 2017-09-25 |
002 | 2015-01-01 | JUDY FRENZEL | 2016-10-12 | ||
002 | 2014-01-01 | JUDY FRENZEL | 2015-10-13 | ||
002 | 2013-01-01 | DR. CLAYTON FRENZEL | 2014-10-14 |
Measure | Date | Value |
---|---|---|
2022: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 1,593,437 |
Acturial value of plan assets | 2022-12-31 | 1,593,437 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 12 |
Fundng target for terminated vested participants | 2022-12-31 | 54,681 |
Active participant vested funding target | 2022-12-31 | 1,227,174 |
Number of active participants | 2022-12-31 | 12 |
Total funding liabilities for active participants | 2022-12-31 | 1,227,174 |
Total participant count | 2022-12-31 | 24 |
Total funding target for all participants | 2022-12-31 | 1,281,855 |
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 | 124,624 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 131,428 |
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 |
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 | 0 |
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 | 120,045 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 1,413,552 |
Acturial value of plan assets | 2021-12-31 | 1,413,552 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 30,391 |
Number of terminated vested participants | 2021-12-31 | 6 |
Fundng target for terminated vested participants | 2021-12-31 | 15,162 |
Active participant vested funding target | 2021-12-31 | 1,049,380 |
Number of active participants | 2021-12-31 | 17 |
Total funding liabilities for active participants | 2021-12-31 | 1,049,380 |
Total participant count | 2021-12-31 | 24 |
Total funding target for all participants | 2021-12-31 | 1,094,933 |
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 | 274,810 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 289,347 |
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 | 136,441 |
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 | 124,624 |
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 | 126,060 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 124,624 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 1,087,536 |
Acturial value of plan assets | 2020-12-31 | 1,087,536 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 5 |
Fundng target for terminated vested participants | 2020-12-31 | 12,275 |
Active participant vested funding target | 2020-12-31 | 922,965 |
Number of active participants | 2020-12-31 | 18 |
Total funding liabilities for active participants | 2020-12-31 | 924,534 |
Total participant count | 2020-12-31 | 23 |
Total funding target for all participants | 2020-12-31 | 936,809 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2020-12-31 | 191,355 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 201,726 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
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 | 0 |
Total employer contributions | 2020-12-31 | 300,000 |
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 | 274,810 |
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 | 123,186 |
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 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 274,810 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 825,910 |
Acturial value of plan assets | 2019-12-31 | 825,910 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 2 |
Fundng target for terminated vested participants | 2019-12-31 | 2,196 |
Active participant vested funding target | 2019-12-31 | 720,577 |
Number of active participants | 2019-12-31 | 17 |
Total funding liabilities for active participants | 2019-12-31 | 724,644 |
Total participant count | 2019-12-31 | 19 |
Total funding target for all participants | 2019-12-31 | 726,840 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2019-12-31 | 153,367 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 161,910 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
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 | 0 |
Total employer contributions | 2019-12-31 | 235,343 |
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 | 215,089 |
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 | 122,804 |
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 | 23,734 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 23,734 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 215,089 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 596,959 |
Acturial value of plan assets | 2018-12-31 | 596,959 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 2 |
Fundng target for terminated vested participants | 2018-12-31 | 2,883 |
Active participant vested funding target | 2018-12-31 | 548,933 |
Number of active participants | 2018-12-31 | 17 |
Total funding liabilities for active participants | 2018-12-31 | 554,069 |
Total participant count | 2018-12-31 | 19 |
Total funding target for all participants | 2018-12-31 | 556,952 |
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 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 66,143 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 69,946 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 233,052 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 212,519 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 99,159 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 59,152 |
Additional cash requirement | 2018-12-31 | 59,152 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 212,519 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 471,548 |
Acturial value of plan assets | 2017-12-31 | 471,548 |
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 | 409,504 |
Number of active participants | 2017-12-31 | 11 |
Total funding liabilities for active participants | 2017-12-31 | 415,945 |
Total participant count | 2017-12-31 | 11 |
Total funding target for all participants | 2017-12-31 | 415,945 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2017-12-31 | 81,901 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 86,790 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 118,573 |
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 | 107,814 |
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 | 101,336 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 45,733 |
Additional cash requirement | 2017-12-31 | 45,733 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 107,814 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: DR. CLAYTON A. FRENZEL, PA CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 352,086 |
Acturial value of plan assets | 2016-12-31 | 352,086 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 2 |
Fundng target for terminated vested participants | 2016-12-31 | 3,161 |
Active participant vested funding target | 2016-12-31 | 283,324 |
Number of active participants | 2016-12-31 | 4 |
Total funding liabilities for active participants | 2016-12-31 | 283,324 |
Total participant count | 2016-12-31 | 6 |
Total funding target for all participants | 2016-12-31 | 286,485 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2016-12-31 | 78,012 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 82,786 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 118,532 |
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 | 107,413 |
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 | 91,113 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 25,512 |
Additional cash requirement | 2016-12-31 | 25,512 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 107,413 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |