401k Plan data: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN plan

EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN
Plan identification number	002

EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined 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).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EYE ASSOCIATES OF TALLAHASSEE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: EYE ASSOCIATES OF TALLAHASSEE, P.A.

Employer identification number (EIN): 592521287

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about EYE ASSOCIATES OF TALLAHASSEE, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1985-02-27

Company Identification Number: H44736

Legal Registered Office Address: 2020 FLEISCHMANN ROAD

TALLAHASSEE

32308

More information about EYE ASSOCIATES OF TALLAHASSEE, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DEANNA LOUIE 2023-06-06
002 2021-01-01 VIET BUI 2022-04-14
002 2020-01-01 VIET BUI 2021-05-17
002 2019-01-01 VIET BUI 2020-07-23
002 2018-01-01 VIET BUI 2019-08-26 VIET BUI 2019-08-26
002 2017-01-01 VIET BUI 2018-06-12 VIET BUI 2018-06-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DEANNA LOUIE	2023-06-06
002	2021-01-01	VIET BUI	2022-04-14
002	2020-01-01	VIET BUI	2021-05-17
002	2019-01-01	VIET BUI	2020-07-23
002	2018-01-01	VIET BUI	2019-08-26	VIET BUI	2019-08-26
002	2017-01-01	VIET BUI	2018-06-12	VIET BUI	2018-06-12

Plan Statistics for EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN

Measure Date Value
2022: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,883,814
Acturial value of plan assets 2022-12-31 4,883,814
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 15
Fundng target for terminated vested participants 2022-12-31 20,296
Active participant vested funding target 2022-12-31 4,114,996
Number of active participants 2022-12-31 87
Total funding liabilities for active participants 2022-12-31 4,121,051
Total participant count 2022-12-31 102
Total funding target for all participants 2022-12-31 4,141,347
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 61,731
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 61,731
Present value of excess contributions 2022-12-31 312,046
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 326,275
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 68,225
Total employer contributions 2022-12-31 1,077,251
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 1,011,607
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 2022-12-31 892,457
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 2022-12-31 218,215
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 218,215
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,011,607
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,564,044
Acturial value of plan assets 2021-12-31 3,564,044
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 17
Fundng target for terminated vested participants 2021-12-31 26,438
Active participant vested funding target 2021-12-31 3,201,088
Number of active participants 2021-12-31 62
Total funding liabilities for active participants 2021-12-31 3,215,389
Total participant count 2021-12-31 79
Total funding target for all participants 2021-12-31 3,241,827
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 55,389
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 55,389
Present value of excess contributions 2021-12-31 226,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 237,653
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 61,731
Total employer contributions 2021-12-31 990,522
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 2021-12-31 941,325
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 2021-12-31 889,765
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 2021-12-31 629,279
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 2021-12-31 629,279
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 941,325
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,477,457
Acturial value of plan assets 2020-12-31 2,477,457
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 13
Fundng target for terminated vested participants 2020-12-31 15,942
Active participant vested funding target 2020-12-31 2,243,609
Number of active participants 2020-12-31 56
Total funding liabilities for active participants 2020-12-31 2,243,967
Total participant count 2020-12-31 69
Total funding target for all participants 2020-12-31 2,259,909
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 49,432
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 49,432
Present value of excess contributions 2020-12-31 132,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 139,582
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 55,389
Total employer contributions 2020-12-31 842,157
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 2020-12-31 795,199
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 2020-12-31 731,237
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 2020-12-31 569,078
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 2020-12-31 569,078
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 795,199
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,513,374
Acturial value of plan assets 2019-12-31 1,513,374
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 5,222
Active participant vested funding target 2019-12-31 1,397,486
Number of active participants 2019-12-31 58
Total funding liabilities for active participants 2019-12-31 1,397,486
Total participant count 2019-12-31 62
Total funding target for all participants 2019-12-31 1,402,708
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 47,163
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 47,163
Present value of excess contributions 2019-12-31 132,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 132,243
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 49,432
Total employer contributions 2019-12-31 807,284
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 2019-12-31 757,087
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 2019-12-31 684,951
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 2019-12-31 623,717
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 2019-12-31 623,717
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 757,087
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 732,316
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 3,639
Active participant vested funding target 2018-12-31 680,911
Number of active participants 2018-12-31 46
Total funding liabilities for active participants 2018-12-31 688,566
Total participant count 2018-12-31 52
Total funding target for all participants 2018-12-31 692,205
Present value of excess contributions 2018-12-31 121,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 121,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 45,000
Balance of prefunding at beginning of current year 2018-12-31 45,000
Total employer contributions 2018-12-31 787,272
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 2018-12-31 781,909
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 686,704
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 686,704
Additional cash requirement 2018-12-31 686,704
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 781,909
2017: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2017 401k membership
Number of terminated vested participants 2017-12-31 1
Number of active participants 2017-12-31 48
Total participant count 2017-12-31 49
Total employer contributions 2017-12-31 766,147
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 757,840
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 636,716
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 636,716
Additional cash requirement 2017-12-31 636,716
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 757,840

Measure	Date	Value
2022: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,883,814
Acturial value of plan assets	2022-12-31	4,883,814
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	15
Fundng target for terminated vested participants	2022-12-31	20,296
Active participant vested funding target	2022-12-31	4,114,996
Number of active participants	2022-12-31	87
Total funding liabilities for active participants	2022-12-31	4,121,051
Total participant count	2022-12-31	102
Total funding target for all participants	2022-12-31	4,141,347
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	61,731
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	61,731
Present value of excess contributions	2022-12-31	312,046
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	326,275
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	68,225
Total employer contributions	2022-12-31	1,077,251
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	1,011,607
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	892,457
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	218,215
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	218,215
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,011,607
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,564,044
Acturial value of plan assets	2021-12-31	3,564,044
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	17
Fundng target for terminated vested participants	2021-12-31	26,438
Active participant vested funding target	2021-12-31	3,201,088
Number of active participants	2021-12-31	62
Total funding liabilities for active participants	2021-12-31	3,215,389
Total participant count	2021-12-31	79
Total funding target for all participants	2021-12-31	3,241,827
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	55,389
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	55,389
Present value of excess contributions	2021-12-31	226,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	237,653
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	61,731
Total employer contributions	2021-12-31	990,522
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	941,325
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	889,765
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	629,279
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	629,279
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	941,325
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,477,457
Acturial value of plan assets	2020-12-31	2,477,457
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	13
Fundng target for terminated vested participants	2020-12-31	15,942
Active participant vested funding target	2020-12-31	2,243,609
Number of active participants	2020-12-31	56
Total funding liabilities for active participants	2020-12-31	2,243,967
Total participant count	2020-12-31	69
Total funding target for all participants	2020-12-31	2,259,909
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	49,432
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	49,432
Present value of excess contributions	2020-12-31	132,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	139,582
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	55,389
Total employer contributions	2020-12-31	842,157
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	795,199
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	731,237
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	569,078
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	569,078
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	795,199
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,513,374
Acturial value of plan assets	2019-12-31	1,513,374
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	5,222
Active participant vested funding target	2019-12-31	1,397,486
Number of active participants	2019-12-31	58
Total funding liabilities for active participants	2019-12-31	1,397,486
Total participant count	2019-12-31	62
Total funding target for all participants	2019-12-31	1,402,708
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	47,163
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	47,163
Present value of excess contributions	2019-12-31	132,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	132,243
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	49,432
Total employer contributions	2019-12-31	807,284
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	757,087
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	684,951
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	623,717
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	623,717
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	757,087
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	732,316
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	3,639
Active participant vested funding target	2018-12-31	680,911
Number of active participants	2018-12-31	46
Total funding liabilities for active participants	2018-12-31	688,566
Total participant count	2018-12-31	52
Total funding target for all participants	2018-12-31	692,205
Present value of excess contributions	2018-12-31	121,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	121,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	45,000
Balance of prefunding at beginning of current year	2018-12-31	45,000
Total employer contributions	2018-12-31	787,272
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	781,909
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	686,704
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	686,704
Additional cash requirement	2018-12-31	686,704
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	781,909
2017: EYE ASSOCIATES OF TALLAHASSEE, P.A. CASH BALANCE PLAN 2017 401k membership
Number of terminated vested participants	2017-12-31	1
Number of active participants	2017-12-31	48
Total participant count	2017-12-31	49
Total employer contributions	2017-12-31	766,147
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	757,840
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	636,716
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	636,716
Additional cash requirement	2017-12-31	636,716
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	757,840

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EYE ASSOCIATES OF TALLAHASSEE, P.A.
Employer identification number (EIN):	592521287
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1985-02-27
Company Identification Number:	H44736
Legal Registered Office Address:	2020 FLEISCHMANN ROAD TALLAHASSEE 32308