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Plan Name | CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 |
Measure | Date | Value |
---|---|---|
2020: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 648,585 |
Acturial value of plan assets | 2020-12-31 | 648,585 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 2 |
Fundng target for terminated vested participants | 2020-12-31 | 2,998 |
Active participant vested funding target | 2020-12-31 | 623,273 |
Number of active participants | 2020-12-31 | 14 |
Total funding liabilities for active participants | 2020-12-31 | 624,061 |
Total participant count | 2020-12-31 | 16 |
Total funding target for all participants | 2020-12-31 | 627,059 |
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 | 249 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 262 |
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 | 0 |
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 | 0 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 424,104 |
Acturial value of plan assets | 2019-12-31 | 424,104 |
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 | 2,567 |
Active participant vested funding target | 2019-12-31 | 469,046 |
Number of active participants | 2019-12-31 | 10 |
Total funding liabilities for active participants | 2019-12-31 | 469,046 |
Total participant count | 2019-12-31 | 12 |
Total funding target for all participants | 2019-12-31 | 471,613 |
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 | 5,424 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 5,687 |
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 | 159,650 |
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 | 151,042 |
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 | 143,073 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 47,509 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 150,793 |
Additional cash requirement | 2019-12-31 | 150,793 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 151,042 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 306,815 |
Acturial value of plan assets | 2018-12-31 | 306,815 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 1 |
Fundng target for terminated vested participants | 2018-12-31 | 575 |
Active participant vested funding target | 2018-12-31 | 301,464 |
Number of active participants | 2018-12-31 | 10 |
Total funding liabilities for active participants | 2018-12-31 | 301,464 |
Total participant count | 2018-12-31 | 11 |
Total funding target for all participants | 2018-12-31 | 302,039 |
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 | 2,361 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,482 |
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 | 155,000 |
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 | 150,154 |
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 | 149,506 |
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 | 144,730 |
Additional cash requirement | 2018-12-31 | 144,730 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 150,154 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 138,355 |
Acturial value of plan assets | 2017-12-31 | 138,355 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 513 |
Active participant vested funding target | 2017-12-31 | 146,856 |
Number of active participants | 2017-12-31 | 10 |
Total funding liabilities for active participants | 2017-12-31 | 146,856 |
Total participant count | 2017-12-31 | 11 |
Total funding target for all participants | 2017-12-31 | 147,369 |
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 | 10,817 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 10,817 |
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 | 157,300 |
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 | 151,747 |
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 | 147,906 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 9,014 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 149,386 |
Additional cash requirement | 2017-12-31 | 149,386 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 151,747 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: CASH BALANCE PLAN FOR EMPLOYEES OF EDWARD B. KAMPSEN, M. D. , P. A. 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 0 |
Acturial value of plan assets | 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 | 11 |
Total funding liabilities for active participants | 2016-12-31 | 0 |
Total participant count | 2016-12-31 | 11 |
Total funding target for all participants | 2016-12-31 | 0 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 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 | 140,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 135,104 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 124,287 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 124,287 |
Additional cash requirement | 2016-12-31 | 124,287 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 135,104 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |