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JOHN L HENAHAN OD APOC CASH BALANCE PLAN 401k Plan overview

Plan NameJOHN L HENAHAN OD APOC CASH BALANCE PLAN
Plan identification number 002

JOHN L HENAHAN OD APOC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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

JOHN L HENAHAN OD APOC has sponsored the creation of one or more 401k plans.

Company Name:JOHN L HENAHAN OD APOC
Employer identification number (EIN):721256052
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L HENAHAN OD APOC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022018-01-01
0022017-01-01

Plan Statistics for JOHN L HENAHAN OD APOC CASH BALANCE PLAN

401k plan membership statisitcs for JOHN L HENAHAN OD APOC CASH BALANCE PLAN

Measure Date Value
2025: JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1812
Total number of particpants at end of year2025-07-1812
2024: JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1413
Total number of particpants at end of year2024-10-1411
2022: JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-31725,468
Acturial value of plan assets2022-12-31725,468
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-313,166
Active participant vested funding target2022-12-31759,601
Number of active participants2022-12-317
Total funding liabilities for active participants2022-12-31759,601
Total participant count2022-12-319
Total funding target for all participants2022-12-31762,767
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31106,901
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31106,901
Present value of excess contributions2022-12-31851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31851
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31115,738
Total employer contributions2022-12-31303,500
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31303,124
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31155,874
Net shortfall amortization installment of oustanding balance2022-12-31159,079
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31170,575
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31170,575
Contributions allocatedtoward minimum required contributions for current year2022-12-31303,124
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total number of particpants at beginning of year2022-07-1111
Total number of particpants at end of year2022-07-119
2021: JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-31693,721
Acturial value of plan assets2021-12-31693,721
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-311,525
Active participant vested funding target2021-12-31564,892
Number of active participants2021-12-318
Total funding liabilities for active participants2021-12-31564,892
Total participant count2021-12-319
Total funding target for all participants2021-12-31566,417
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3189,493
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3189,493
Present value of excess contributions2021-12-316,973
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-316,973
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-316,973
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31106,901
Total employer contributions2021-12-31132,884
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31137,524
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31151,314
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31136,673
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31136,673
Contributions allocatedtoward minimum required contributions for current year2021-12-31137,524
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31514,733
Acturial value of plan assets2020-12-31514,733
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31981
Active participant vested funding target2020-12-31393,173
Number of active participants2020-12-319
Total funding liabilities for active participants2020-12-31393,173
Total participant count2020-12-3110
Total funding target for all participants2020-12-31394,154
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 contributions2020-12-3189,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3189,493
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3189,493
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 year2020-12-3189,493
Total employer contributions2020-12-31130,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31130,656
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 cost2020-12-31150,071
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31123,683
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31123,683
Contributions allocatedtoward minimum required contributions for current year2020-12-31130,656
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31309,011
Acturial value of plan assets2019-12-31309,011
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-31896
Active participant vested funding target2019-12-31225,278
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-31225,278
Total participant count2019-12-319
Total funding target for all participants2019-12-31226,174
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 contributions2019-12-3167,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3167,368
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 contributions2019-12-31150,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31151,195
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 cost2019-12-31144,539
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3161,702
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3161,702
Contributions allocatedtoward minimum required contributions for current year2019-12-31151,195
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31151,155
Acturial value of plan assets2018-12-31151,155
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31632
Active participant vested funding target2018-12-31111,527
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31111,527
Total participant count2018-12-318
Total funding target for all participants2018-12-31112,159
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 contributions2018-12-3148,755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3148,755
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 contributions2018-12-31125,000
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 date2018-12-31127,527
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 cost2018-12-3199,155
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3160,159
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3160,159
Contributions allocatedtoward minimum required contributions for current year2018-12-31127,527
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-310
Acturial value of plan assets2017-12-310
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-310
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-317
Total funding target for all participants2017-12-310
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 contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31150,000
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 date2017-12-31152,993
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 cost2017-12-31104,238
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31104,238
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31104,238
Contributions allocatedtoward minimum required contributions for current year2017-12-31152,993
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310

Financial Data on JOHN L HENAHAN OD APOC CASH BALANCE PLAN

Measure Date Value
2025 : JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-180
Net assets as of the end of the plan year2025-07-181575506
Total assets as of the beginning of the plan year2025-07-181318513
Value of plan covered by a fidelity bond2025-07-18500000
Other income to plan in this plan year2025-07-1886993
Plan net income in this plan year2025-07-18256993
Net assets as of the end of the plan year2025-07-181575506
Net assets as of the beginning of the plan year2025-07-181318513
Employer contributions to plan in this plan year2025-07-18170000
2024 : JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-141896
Net assets as of the end of the plan year2024-10-141318513
Total assets as of the beginning of the plan year2024-10-141030348
Value of plan covered by a fidelity bond2024-10-14500000
Other income to plan in this plan year2024-10-14100061
Plan net income in this plan year2024-10-14288165
Net assets as of the end of the plan year2024-10-141318513
Net assets as of the beginning of the plan year2024-10-141030348
Employer contributions to plan in this plan year2024-10-14190000
2022 : JOHN L HENAHAN OD APOC CASH BALANCE PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-111749
Net assets as of the end of the plan year2022-07-11831375
Total assets as of the beginning of the plan year2022-07-11645389
Value of plan covered by a fidelity bond2022-07-11500000
Other income to plan in this plan year2022-07-1154851
Plan net income in this plan year2022-07-11185986
Net assets as of the end of the plan year2022-07-11831375
Net assets as of the beginning of the plan year2022-07-11645389
Employer contributions to plan in this plan year2022-07-11132884

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