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Plan Name | DAVID R. CUSTIN & ASSOCIATES, INC. CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | DAVID R. CUSTIN & ASSOCIATES, INC. |
Employer identification number (EIN): | 650952817 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about DAVID R. CUSTIN & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1999-09-09 |
Company Identification Number: | P99000080014 |
Legal Registered Office Address: |
6401 SW 113TH PLACE MIAMI 33173 |
More information about DAVID R. CUSTIN & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | DAVID R. CUSTIN | 2023-07-07 | ||
002 | 2021-01-01 | DAVID R. CUSTIN | 2022-10-14 | ||
002 | 2021-01-01 | DAVID R. CUSTIN | 2023-04-12 | ||
002 | 2020-01-01 | DAVID R. CUSTIN | 2021-10-14 | ||
002 | 2019-01-01 |
Measure | Date | Value |
---|---|---|
2022: DAVID R. CUSTIN & ASSOCIATES, INC. CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 259,878 |
Acturial value of plan assets | 2022-12-31 | 259,878 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 0 |
Fundng target for terminated vested participants | 2022-12-31 | 0 |
Active participant vested funding target | 2022-12-31 | 263,091 |
Number of active participants | 2022-12-31 | 3 |
Total funding liabilities for active participants | 2022-12-31 | 263,091 |
Total participant count | 2022-12-31 | 3 |
Total funding target for all participants | 2022-12-31 | 263,091 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 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 | 0 |
Total employer contributions | 2022-12-31 | 1,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 264 |
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 | 638 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 210 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 264 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | -54 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 3,213 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 491 |
Additional cash requirement | 2022-12-31 | 491 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 638 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: DAVID R. CUSTIN & ASSOCIATES, INC. CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 199,015 |
Acturial value of plan assets | 2021-12-31 | 199,015 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 170,884 |
Number of active participants | 2021-12-31 | 3 |
Total funding liabilities for active participants | 2021-12-31 | 170,884 |
Total participant count | 2021-12-31 | 3 |
Total funding target for all participants | 2021-12-31 | 170,884 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 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 | 0 |
Total employer contributions | 2021-12-31 | 50,601 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 42,387 |
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 | 4,070 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 42,387 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 42,387 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 4,070 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: DAVID R. CUSTIN & ASSOCIATES, INC. CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 121,991 |
Acturial value of plan assets | 2020-12-31 | 121,991 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 119,134 |
Number of active participants | 2020-12-31 | 3 |
Total funding liabilities for active participants | 2020-12-31 | 119,134 |
Total participant count | 2020-12-31 | 3 |
Total funding target for all participants | 2020-12-31 | 119,134 |
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 | 950 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 950 |
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 | 80,000 |
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 | 77,013 |
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 | 122,257 |
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 | 119,400 |
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 | 119,400 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 77,013 |
Unpaid minimum required contributions for current year | 2020-12-31 | 42,387 |
Unpaid minimum required contributions for all years | 2020-12-31 | 42,387 |
2019: DAVID R. CUSTIN & ASSOCIATES, INC. CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 0 |
Acturial value of plan assets | 2019-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 0 |
Number of active participants | 2019-12-31 | 3 |
Total funding liabilities for active participants | 2019-12-31 | 0 |
Total participant count | 2019-12-31 | 3 |
Total funding target for all participants | 2019-12-31 | 0 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
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 | 119,999 |
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 | 115,838 |
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 | 114,888 |
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 | 114,888 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 114,888 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 115,838 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |