401k Plan data: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN plan

JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN
Plan identification number	002

JAMES G. HOULE, M.D., 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).

401k Sponsoring company profile

JAMES G. HOULE, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: JAMES G. HOULE, M.D., P.A.

Employer identification number (EIN): 650584752

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

Additional information about JAMES G. HOULE, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1995-03-13

Company Identification Number: P95000020396

Legal Registered Office Address: 660 GLADES RD

BOCA RATON

33431

More information about JAMES G. HOULE, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. HOULE, M.D., 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
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 JAMES G. HOULE 2015-09-26
002 2013-01-01 JAMES G. HOULE 2014-09-30
002 2012-01-01 JAMES G. HOULE 2013-09-25
002 2011-01-01 JAMES G. HOULE 2012-10-08
002 2010-01-01 JAMES G. HOULE 2011-10-11

Plan Statistics for JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN

401k plan membership statisitcs for JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN

Measure Date Value
2022: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,985,114
Acturial value of plan assets 2022-12-31 2,985,114
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 9
Fundng target for terminated vested participants 2022-12-31 100,169
Active participant vested funding target 2022-12-31 2,949,463
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 2,949,463
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 3,049,632
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 507,666
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 2022-12-31 507,666
Present value of excess contributions 2022-12-31 11,414
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 11,414
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 11,414
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 2022-12-31 541,468
Total employer contributions 2022-12-31 0
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 0
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 632,843
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 58,482
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 58,482
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,121,623
Acturial value of plan assets 2021-12-31 3,121,623
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 48,574
Active participant vested funding target 2021-12-31 2,864,814
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 2,864,814
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 2,913,388
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 485,720
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 2021-12-31 485,720
Present value of excess contributions 2021-12-31 7,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 7,763
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 7,763
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 2021-12-31 507,666
Total employer contributions 2021-12-31 21,856
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 20,748
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 9,334
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 9,334
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 9,334
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 20,748
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,734,036
Acturial value of plan assets 2020-12-31 2,734,036
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 41,863
Active participant vested funding target 2020-12-31 2,585,222
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 2,585,222
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 2,627,085
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 452,386
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 2020-12-31 452,386
Present value of excess contributions 2020-12-31 1,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 1,486
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 2020-12-31 485,720
Total employer contributions 2020-12-31 263,522
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 2020-12-31 248,277
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 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 2020-12-31 240,514
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 2020-12-31 240,514
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 2020-12-31 240,514
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 248,277
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,395,107
Acturial value of plan assets 2019-12-31 2,395,107
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,836
Active participant vested funding target 2019-12-31 2,384,102
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 2,384,102
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 2,385,938
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 463,806
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 2019-12-31 463,806
Present value of excess contributions 2019-12-31 175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 175
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 2019-12-31 452,386
Total employer contributions 2019-12-31 266,815
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 2019-12-31 248,500
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 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 2019-12-31 247,014
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 2019-12-31 247,014
Additional cash requirement 2019-12-31 247,014
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 248,500
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,992,630
Acturial value of plan assets 2018-12-31 1,992,630
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 1,450
Active participant vested funding target 2018-12-31 1,988,061
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 1,988,061
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,989,511
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 440,888
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 2018-12-31 440,888
Present value of excess contributions 2018-12-31 5,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 5,150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 5,150
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 2018-12-31 463,806
Total employer contributions 2018-12-31 256,774
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 2018-12-31 238,071
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 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 2018-12-31 237,896
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 2018-12-31 237,896
Additional cash requirement 2018-12-31 237,896
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 238,071
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,783,025
Acturial value of plan assets 2017-12-31 1,783,025
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 1,356
Active participant vested funding target 2017-12-31 1,666,581
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 1,666,581
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 1,667,937
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 421,999
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 2017-12-31 421,999
Present value of excess contributions 2017-12-31 16,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 16,779
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 16,779
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 2017-12-31 440,888
Total employer contributions 2017-12-31 256,193
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 2017-12-31 238,004
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 232,854
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 2017-12-31 232,854
Additional cash requirement 2017-12-31 232,854
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 238,004
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,468,934
Acturial value of plan assets 2016-12-31 1,468,934
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 3,046
Active participant vested funding target 2016-12-31 1,355,977
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 1,355,977
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 1,359,023
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 380,428
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 2016-12-31 380,428
Present value of excess contributions 2016-12-31 41,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 41,571
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 41,571
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 2016-12-31 421,999
Total employer contributions 2016-12-31 254,570
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 2016-12-31 241,958
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 2016-12-31 225,179
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 225,179
Additional cash requirement 2016-12-31 225,179
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 241,958
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,985,114
Acturial value of plan assets	2022-12-31	2,985,114
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	9
Fundng target for terminated vested participants	2022-12-31	100,169
Active participant vested funding target	2022-12-31	2,949,463
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	2,949,463
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	3,049,632
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	507,666
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	507,666
Present value of excess contributions	2022-12-31	11,414
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	11,414
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	11,414
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	541,468
Total employer contributions	2022-12-31	0
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	0
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	632,843
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	58,482
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	58,482
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,121,623
Acturial value of plan assets	2021-12-31	3,121,623
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	48,574
Active participant vested funding target	2021-12-31	2,864,814
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	2,864,814
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	2,913,388
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	485,720
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	485,720
Present value of excess contributions	2021-12-31	7,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	7,763
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	7,763
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	507,666
Total employer contributions	2021-12-31	21,856
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	20,748
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	9,334
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	9,334
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	9,334
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	20,748
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,734,036
Acturial value of plan assets	2020-12-31	2,734,036
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	41,863
Active participant vested funding target	2020-12-31	2,585,222
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	2,585,222
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	2,627,085
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	452,386
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	452,386
Present value of excess contributions	2020-12-31	1,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	1,486
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	485,720
Total employer contributions	2020-12-31	263,522
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	248,277
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	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	240,514
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	240,514
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	240,514
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	248,277
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,395,107
Acturial value of plan assets	2019-12-31	2,395,107
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,836
Active participant vested funding target	2019-12-31	2,384,102
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	2,384,102
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	2,385,938
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	463,806
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	463,806
Present value of excess contributions	2019-12-31	175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	175
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	452,386
Total employer contributions	2019-12-31	266,815
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	248,500
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	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	247,014
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	247,014
Additional cash requirement	2019-12-31	247,014
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	248,500
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,992,630
Acturial value of plan assets	2018-12-31	1,992,630
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	1,450
Active participant vested funding target	2018-12-31	1,988,061
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,988,061
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,989,511
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	440,888
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	440,888
Present value of excess contributions	2018-12-31	5,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	5,150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	5,150
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	463,806
Total employer contributions	2018-12-31	256,774
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	238,071
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	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	237,896
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	237,896
Additional cash requirement	2018-12-31	237,896
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	238,071
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,783,025
Acturial value of plan assets	2017-12-31	1,783,025
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	1,356
Active participant vested funding target	2017-12-31	1,666,581
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	1,666,581
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	1,667,937
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	421,999
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	421,999
Present value of excess contributions	2017-12-31	16,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	16,779
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	16,779
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	440,888
Total employer contributions	2017-12-31	256,193
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	238,004
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	232,854
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	232,854
Additional cash requirement	2017-12-31	232,854
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	238,004
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JAMES G. HOULE, M.D., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,468,934
Acturial value of plan assets	2016-12-31	1,468,934
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	3,046
Active participant vested funding target	2016-12-31	1,355,977
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	1,355,977
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,359,023
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	380,428
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	380,428
Present value of excess contributions	2016-12-31	41,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	41,571
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	41,571
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	421,999
Total employer contributions	2016-12-31	254,570
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	241,958
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	225,179
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	225,179
Additional cash requirement	2016-12-31	225,179
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	241,958
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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:	JAMES G. HOULE, M.D., P.A.
Employer identification number (EIN):	650584752
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1995-03-13
Company Identification Number:	P95000020396
Legal Registered Office Address:	660 GLADES RD BOCA RATON 33431

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	JAMES G. HOULE	2015-09-26
002	2013-01-01	JAMES G. HOULE	2014-09-30
002	2012-01-01	JAMES G. HOULE	2013-09-25
002	2011-01-01	JAMES G. HOULE	2012-10-08
002	2010-01-01	JAMES G. HOULE	2011-10-11