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JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

JOHN H. THEE, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOHN H. THEE, D.M.D., P.A.
Employer identification number (EIN):592919969
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JOHN H. THEE, D.M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-11-30
Company Identification Number: K48139
Legal Registered Office Address: 933 OLEANDER WAY SOUTH

SOUTH PASADENA

33707

More information about JOHN H. THEE, D.M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN THEE2023-10-13
0012021-01-01JOHN THEE2022-10-11
0012020-01-01JOHN THEE2021-10-14
0012019-01-01JOHN THEE2020-10-13
0012018-01-01JOHN THEE2019-10-02
0012017-01-01JOHN THEE2018-10-11
0012016-01-01JOHN THEE2017-10-03
0012015-01-01JOHN THEE2017-10-03
0012015-01-01JOHN THEE2016-10-07
0012014-01-01JOHN THEE2015-09-09
0012013-01-01JOHN THEE2014-07-24
0012012-01-01JOHN THEE2013-07-12
0012011-01-01JOHN THEE2012-10-10
0012010-01-01JOHN THEE2011-10-04

Plan Statistics for JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,463,754
Acturial value of plan assets2022-12-311,463,754
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,451,835
Number of active participants2022-12-317
Total funding liabilities for active participants2022-12-311,451,835
Total participant count2022-12-317
Total funding target for all participants2022-12-311,451,835
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 contributions2022-12-31123,228
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31123,228
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
Total employer contributions2022-12-31136,000
Total employee contributions2022-12-310
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 date2022-12-31135,068
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 cost2022-12-3192,558
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3180,639
Additional cash requirement2022-12-3180,639
Contributions allocatedtoward minimum required contributions for current year2022-12-31135,068
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,602,623
Acturial value of plan assets2021-12-311,602,623
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,154,677
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-311,154,677
Total participant count2021-12-317
Total funding target for all participants2021-12-311,154,677
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 contributions2021-12-31124,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31124,120
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 contributions2021-12-31127,622
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 date2021-12-31123,228
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 cost2021-12-31192,585
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31123,228
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,293,451
Acturial value of plan assets2020-12-311,293,451
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31909,530
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-31909,530
Total participant count2020-12-317
Total funding target for all participants2020-12-31909,530
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 contributions2020-12-31134,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31134,892
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 contributions2020-12-31125,000
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 date2020-12-31124,120
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 cost2020-12-31154,800
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 year2020-12-31124,120
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,023,093
Acturial value of plan assets2019-12-311,023,093
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31750,677
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-31750,677
Total participant count2019-12-317
Total funding target for all participants2019-12-31750,677
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 contributions2019-12-31134,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31134,723
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 contributions2019-12-31140,000
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 date2019-12-31134,892
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 cost2019-12-31141,425
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31134,892
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31734,474
Acturial value of plan assets2018-12-31734,474
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31672,077
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-31672,077
Total participant count2018-12-318
Total funding target for all participants2018-12-31672,077
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31125,969
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31125,969
Present value of excess contributions2018-12-3133,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3133,635
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3133,635
Reductions in prefunding balances due to elections or deemed elections2018-12-31175,401
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31140,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31134,723
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3145,314
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31134,723
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31625,726
Acturial value of plan assets2017-12-31625,726
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 target2017-12-31495,554
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-31495,554
Total participant count2017-12-318
Total funding target for all participants2017-12-31495,554
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3199,033
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 balance2017-12-3199,033
Present value of excess contributions2017-12-3119,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3119,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3119,192
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31125,969
Total employer contributions2017-12-31160,770
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 date2017-12-31149,765
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 cost2017-12-31110,097
Net shortfall amortization installment of oustanding balance2017-12-3127,850
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31116,130
Additional cash requirement2017-12-31116,130
Contributions allocatedtoward minimum required contributions for current year2017-12-31149,765
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN H. THEE, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31433,117
Acturial value of plan assets2016-12-31433,117
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31353,534
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-31353,534
Total participant count2016-12-318
Total funding target for all participants2016-12-31353,534
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31131,580
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3128,859
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31102,721
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3199,033
Total employer contributions2016-12-31133,000
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 date2016-12-31123,713
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 cost2016-12-3198,488
Net shortfall amortization installment of oustanding balance2016-12-3132,239
Total funding amount beforereflecting carryover/prefunding balances2016-12-31104,521
Additional cash requirement2016-12-31104,521
Contributions allocatedtoward minimum required contributions for current year2016-12-31123,713
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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