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Plan Name | BOYD & JENERETTE, P.A. CASH BALANCE PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | BOYD & JENERETTE, P.A. |
Employer identification number (EIN): | 591484000 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about BOYD & JENERETTE, P.A.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1973-10-01 |
Company Identification Number: | 604718 |
Legal Registered Office Address: |
201 NORTH HOGAN STREET STE 400 JACKSONVILLE 32202 |
More information about BOYD & JENERETTE, P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | GLEN MCCLARY | 2016-09-22 | GLEN MCCLARY | 2016-09-22 |
Measure | Date | Value |
---|---|---|
2020: BOYD & JENERETTE, P.A. CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-10-04 | 1,466,180 |
Acturial value of plan assets | 2020-10-04 | 1,466,180 |
Funding target for retired participants and beneficiaries receiving payment | 2020-10-04 | 0 |
Number of terminated vested participants | 2020-10-04 | 8 |
Fundng target for terminated vested participants | 2020-10-04 | 22,118 |
Active participant vested funding target | 2020-10-04 | 1,302,262 |
Number of active participants | 2020-10-04 | 32 |
Total funding liabilities for active participants | 2020-10-04 | 1,302,262 |
Total participant count | 2020-10-04 | 40 |
Total funding target for all participants | 2020-10-04 | 1,324,380 |
Balance at beginning of prior year after applicable adjustments | 2020-10-04 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-04 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-10-04 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-10-04 | 0 |
Amount remaining of carryover balance | 2020-10-04 | 0 |
Amount remaining of prefunding balance | 2020-10-04 | 0 |
Present value of excess contributions | 2020-10-04 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-04 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-10-04 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-10-04 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-10-04 | 0 |
Balance of carryovers at beginning of current year | 2020-10-04 | 0 |
Balance of prefunding at beginning of current year | 2020-10-04 | 0 |
Total employer contributions | 2020-10-04 | 163,920 |
Total employee contributions | 2020-10-04 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-10-04 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-10-04 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-04 | 160,242 |
Unpaid minimum required contributions for all prior years | 2020-10-04 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-10-04 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-10-04 | 0 |
Minimum required contributions for current year target normal cost | 2020-10-04 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-10-04 | 0 |
Waiver amortization installment | 2020-10-04 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-10-04 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-10-04 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-10-04 | 0 |
Additional cash requirement | 2020-10-04 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-10-04 | 160,242 |
Unpaid minimum required contributions for current year | 2020-10-04 | 0 |
Unpaid minimum required contributions for all years | 2020-10-04 | 0 |
2019: BOYD & JENERETTE, P.A. CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,466,180 |
Acturial value of plan assets | 2019-12-31 | 1,466,180 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 9 |
Fundng target for terminated vested participants | 2019-12-31 | 29,786 |
Active participant vested funding target | 2019-12-31 | 1,279,920 |
Number of active participants | 2019-12-31 | 30 |
Total funding liabilities for active participants | 2019-12-31 | 1,279,920 |
Total participant count | 2019-12-31 | 39 |
Total funding target for all participants | 2019-12-31 | 1,309,706 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: BOYD & JENERETTE, P.A. CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,335,039 |
Acturial value of plan assets | 2018-12-31 | 1,335,039 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 7 |
Fundng target for terminated vested participants | 2018-12-31 | 32,086 |
Active participant vested funding target | 2018-12-31 | 1,206,348 |
Number of active participants | 2018-12-31 | 34 |
Total funding liabilities for active participants | 2018-12-31 | 1,209,885 |
Total participant count | 2018-12-31 | 41 |
Total funding target for all participants | 2018-12-31 | 1,241,971 |
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 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 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 | 232,503 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 232,503 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
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 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: BOYD & JENERETTE, P.A. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 892,509 |
Acturial value of plan assets | 2017-12-31 | 892,509 |
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 | 715,069 |
Number of active participants | 2017-12-31 | 36 |
Total funding liabilities for active participants | 2017-12-31 | 716,458 |
Total participant count | 2017-12-31 | 36 |
Total funding target for all participants | 2017-12-31 | 716,458 |
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 | 163,356 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 163,356 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
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 | 505,472 |
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 | 495,593 |
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 | 439,141 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 263,090 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 263,090 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 495,593 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: BOYD & JENERETTE, P.A. CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 310,600 |
Acturial value of plan assets | 2016-12-31 | 310,600 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 37 |
Total funding liabilities for active participants | 2016-12-31 | 257,738 |
Total participant count | 2016-12-31 | 37 |
Total funding target for all participants | 2016-12-31 | 257,738 |
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 | 65,825 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 65,825 |
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 | 546,198 |
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 | 537,054 |
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 | 426,560 |
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 | 373,698 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 373,698 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 537,054 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |