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CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 401k Plan overview

Plan NameCASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A.
Plan identification number 002

CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EDWARD B. KAMPSEN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD B. KAMPSEN, M.D., P.A.
Employer identification number (EIN):592929014
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about EDWARD B. KAMPSEN, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-11-07
Company Identification Number: K43825
Legal Registered Office Address: 2835 W. DELEON ST.

TAMPA

33609

More information about EDWARD B. KAMPSEN, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01

Plan Statistics for CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A.

401k plan membership statisitcs for CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A.

Measure Date Value
2020: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2020 401k membership
Market value of plan assets2020-12-31648,585
Acturial value of plan assets2020-12-31648,585
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-312,998
Active participant vested funding target2020-12-31623,273
Number of active participants2020-12-3114
Total funding liabilities for active participants2020-12-31624,061
Total participant count2020-12-3116
Total funding target for all participants2020-12-31627,059
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 contributions2020-12-31249
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31262
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 contributions2020-12-310
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 date2020-12-310
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2019 401k membership
Market value of plan assets2019-12-31424,104
Acturial value of plan assets2019-12-31424,104
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-312,567
Active participant vested funding target2019-12-31469,046
Number of active participants2019-12-3110
Total funding liabilities for active participants2019-12-31469,046
Total participant count2019-12-3112
Total funding target for all participants2019-12-31471,613
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 contributions2019-12-315,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,687
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 contributions2019-12-31159,650
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 date2019-12-31151,042
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 cost2019-12-31143,073
Net shortfall amortization installment of oustanding balance2019-12-3147,509
Total funding amount beforereflecting carryover/prefunding balances2019-12-31150,793
Additional cash requirement2019-12-31150,793
Contributions allocatedtoward minimum required contributions for current year2019-12-31151,042
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2018 401k membership
Market value of plan assets2018-12-31306,815
Acturial value of plan assets2018-12-31306,815
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31575
Active participant vested funding target2018-12-31301,464
Number of active participants2018-12-3110
Total funding liabilities for active participants2018-12-31301,464
Total participant count2018-12-3111
Total funding target for all participants2018-12-31302,039
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-312,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,482
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31155,000
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 date2018-12-31150,154
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 cost2018-12-31149,506
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31144,730
Additional cash requirement2018-12-31144,730
Contributions allocatedtoward minimum required contributions for current year2018-12-31150,154
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2017 401k membership
Market value of plan assets2017-12-31138,355
Acturial value of plan assets2017-12-31138,355
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31513
Active participant vested funding target2017-12-31146,856
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-31146,856
Total participant count2017-12-3111
Total funding target for all participants2017-12-31147,369
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3110,817
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3110,817
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31157,300
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 date2017-12-31151,747
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 cost2017-12-31147,906
Net shortfall amortization installment of oustanding balance2017-12-319,014
Total funding amount beforereflecting carryover/prefunding balances2017-12-31149,386
Additional cash requirement2017-12-31149,386
Contributions allocatedtoward minimum required contributions for current year2017-12-31151,747
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-3111
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3111
Total funding target for all participants2016-12-310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
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 year2016-12-310
Total employer contributions2016-12-31140,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31135,104
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31124,287
Total funding amount beforereflecting carryover/prefunding balances2016-12-31124,287
Additional cash requirement2016-12-31124,287
Contributions allocatedtoward minimum required contributions for current year2016-12-31135,104
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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