MICHAEL DOLE, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN
401k plan membership statisitcs for MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN
Measure | Date | Value |
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2023: MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN 2023 401k membership |
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Market value of plan assets | 2023-05-31 | 2,044,636 |
Acturial value of plan assets | 2023-05-31 | 2,044,636 |
Funding target for retired participants and beneficiaries receiving payment | 2023-05-31 | 0 |
Number of terminated vested participants | 2023-05-31 | 8 |
Fundng target for terminated vested participants | 2023-05-31 | 1,164,739 |
Active participant vested funding target | 2023-05-31 | 1,197,477 |
Number of active participants | 2023-05-31 | 10 |
Total funding liabilities for active participants | 2023-05-31 | 1,197,477 |
Total participant count | 2023-05-31 | 18 |
Total funding target for all participants | 2023-05-31 | 2,362,216 |
Balance at beginning of prior year after applicable adjustments | 2023-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-05-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-05-31 | 0 |
Amount remaining of carryover balance | 2023-05-31 | 0 |
Amount remaining of prefunding balance | 2023-05-31 | 0 |
Present value of excess contributions | 2023-05-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-05-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-05-31 | 0 |
Balance of carryovers at beginning of current year | 2023-05-31 | 0 |
Balance of prefunding at beginning of current year | 2023-05-31 | 0 |
Total employer contributions | 2023-05-31 | 4,897 |
Total employee contributions | 2023-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-05-31 | 4,835 |
Unpaid minimum required contributions for all prior years | 2023-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-05-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2023-05-31 | 317,580 |
Waiver amortization installment | 2023-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-05-31 | 4,701 |
Additional cash requirement | 2023-05-31 | 4,701 |
Contributions allocatedtoward minimum required contributions for current year | 2023-05-31 | 4,835 |
Unpaid minimum required contributions for current year | 2023-05-31 | 0 |
Unpaid minimum required contributions for all years | 2023-05-31 | 0 |
2022: MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 2,468,000 |
Acturial value of plan assets | 2022-12-31 | 2,468,000 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 6 |
Fundng target for terminated vested participants | 2022-12-31 | 8,926 |
Active participant vested funding target | 2022-12-31 | 2,200,186 |
Number of active participants | 2022-12-31 | 12 |
Total funding liabilities for active participants | 2022-12-31 | 2,200,186 |
Total participant count | 2022-12-31 | 18 |
Total funding target for all participants | 2022-12-31 | 2,209,112 |
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 |
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 | 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 |
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 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
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: MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 2,468,000 |
Acturial value of plan assets | 2021-12-31 | 2,468,000 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 6 |
Fundng target for terminated vested participants | 2021-12-31 | 8,509 |
Active participant vested funding target | 2021-12-31 | 2,181,024 |
Number of active participants | 2021-12-31 | 13 |
Total funding liabilities for active participants | 2021-12-31 | 2,181,024 |
Total participant count | 2021-12-31 | 19 |
Total funding target for all participants | 2021-12-31 | 2,189,533 |
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 | 2,337 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 2,337 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
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 | 0 |
Total employer contributions | 2021-12-31 | 0 |
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 | 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 | 0 |
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 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 1,954,217 |
Acturial value of plan assets | 2020-12-31 | 1,954,217 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 6 |
Fundng target for terminated vested participants | 2020-12-31 | 8,071 |
Active participant vested funding target | 2020-12-31 | 1,770,291 |
Number of active participants | 2020-12-31 | 12 |
Total funding liabilities for active participants | 2020-12-31 | 1,770,291 |
Total participant count | 2020-12-31 | 18 |
Total funding target for all participants | 2020-12-31 | 1,778,362 |
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 | 42 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 42 |
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 | 147,701 |
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 | 144,815 |
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 | 318,333 |
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 | 142,478 |
Additional cash requirement | 2020-12-31 | 142,478 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 144,815 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,469,045 |
Acturial value of plan assets | 2019-12-31 | 1,469,045 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 5 |
Fundng target for terminated vested participants | 2019-12-31 | 5,015 |
Active participant vested funding target | 2019-12-31 | 1,365,871 |
Number of active participants | 2019-12-31 | 15 |
Total funding liabilities for active participants | 2019-12-31 | 1,366,066 |
Total participant count | 2019-12-31 | 20 |
Total funding target for all participants | 2019-12-31 | 1,371,081 |
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 | 226 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 226 |
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 | 215,214 |
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 | 205,377 |
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 | 303,299 |
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 | 205,335 |
Additional cash requirement | 2019-12-31 | 205,335 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 205,377 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 942,056 |
Acturial value of plan assets | 2018-12-31 | 942,056 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 4 |
Fundng target for terminated vested participants | 2018-12-31 | 2,665 |
Active participant vested funding target | 2018-12-31 | 983,787 |
Number of active participants | 2018-12-31 | 16 |
Total funding liabilities for active participants | 2018-12-31 | 983,787 |
Total participant count | 2018-12-31 | 20 |
Total funding target for all participants | 2018-12-31 | 986,452 |
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 | 82,126 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 82,126 |
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 | 317,402 |
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 | 305,758 |
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 | 298,284 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 44,396 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 305,532 |
Additional cash requirement | 2018-12-31 | 305,532 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 305,758 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 705,622 |
Acturial value of plan assets | 2017-12-31 | 705,622 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 6 |
Fundng target for terminated vested participants | 2017-12-31 | 6,390 |
Active participant vested funding target | 2017-12-31 | 626,133 |
Number of active participants | 2017-12-31 | 15 |
Total funding liabilities for active participants | 2017-12-31 | 626,133 |
Total participant count | 2017-12-31 | 21 |
Total funding target for all participants | 2017-12-31 | 632,523 |
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 | 54,152 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 54,152 |
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 | 311,892 |
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 | 301,206 |
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 | 292,179 |
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 | 219,080 |
Additional cash requirement | 2017-12-31 | 219,080 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 301,206 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: MICHAEL DOLE, M.D., A P.M.C. CASH BALANCE RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 311,124 |
Acturial value of plan assets | 2016-12-31 | 311,124 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 4 |
Fundng target for terminated vested participants | 2016-12-31 | 935 |
Active participant vested funding target | 2016-12-31 | 300,069 |
Number of active participants | 2016-12-31 | 17 |
Total funding liabilities for active participants | 2016-12-31 | 300,069 |
Total participant count | 2016-12-31 | 21 |
Total funding target for all participants | 2016-12-31 | 301,004 |
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 | 21,998 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 21,998 |
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 | 327,467 |
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 | 330,234 |
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 | 286,202 |
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 | 276,082 |
Additional cash requirement | 2016-12-31 | 276,082 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 330,234 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |