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HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameHEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN
Plan identification number 002

HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEALTH CARE FOR THE FAMILY, PC has sponsored the creation of one or more 401k plans.

Company Name:HEALTH CARE FOR THE FAMILY, PC
Employer identification number (EIN):721567448
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT 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
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01JUDY RICHARDSON2017-07-25
0022015-01-01JUDY RICHARDSON2016-10-14
0022014-01-01JUDY RICHARDSON2015-10-13
0022013-01-01JUDY KING2014-09-27
0022012-01-01JUDY KING2013-10-08

Plan Statistics for HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN

Measure Date Value
2021: HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-312,055,655
Acturial value of plan assets2021-12-312,055,655
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,052,437
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-311,052,531
Total participant count2021-12-314
Total funding target for all participants2021-12-311,052,531
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31717,205
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-317,934
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31709,271
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-31820,272
Total employer contributions2021-12-310
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 date2021-12-310
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 cost2021-12-31162,442
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-311,680,586
Acturial value of plan assets2020-12-311,680,586
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31934,940
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-31935,422
Total participant count2020-12-313
Total funding target for all participants2020-12-31935,422
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31458,091
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 balance2020-12-31458,091
Present value of excess contributions2020-12-31163,745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31172,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31172,489
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 year2020-12-31717,205
Total employer contributions2020-12-31117,724
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 date2020-12-31109,790
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 cost2020-12-31145,683
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31117,724
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-317,934
Additional cash requirement2020-12-31109,790
Contributions allocatedtoward minimum required contributions for current year2020-12-31109,790
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,260,210
Acturial value of plan assets2019-12-311,260,210
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-31444
Active participant vested funding target2019-12-31936,095
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-31937,463
Total participant count2019-12-314
Total funding target for all participants2019-12-31937,907
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31320,154
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 balance2019-12-31320,154
Present value of excess contributions2019-12-31154,024
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31162,557
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31162,557
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 year2019-12-31458,091
Total employer contributions2019-12-31175,000
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 date2019-12-31164,315
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 cost2019-12-31570
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31570
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31570
Contributions allocatedtoward minimum required contributions for current year2019-12-31164,315
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,196,746
Acturial value of plan assets2018-12-311,196,746
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31210
Active participant vested funding target2018-12-31803,691
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31805,255
Total participant count2018-12-315
Total funding target for all participants2018-12-31805,465
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31148,265
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 balance2018-12-31148,265
Present value of excess contributions2018-12-31141,258
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31149,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31149,338
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 year2018-12-31320,154
Total employer contributions2018-12-31165,000
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 date2018-12-31154,024
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-31845
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31154,024
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31899,195
Acturial value of plan assets2017-12-31899,195
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-31158
Active participant vested funding target2017-12-31777,024
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31777,259
Total participant count2017-12-314
Total funding target for all participants2017-12-31777,417
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31118,603
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 balance2017-12-31118,603
Present value of excess contributions2017-12-3115,350
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3116,260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3116,260
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 year2017-12-31148,265
Total employer contributions2017-12-31152,000
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 date2017-12-31141,405
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31147
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31147
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31147
Contributions allocatedtoward minimum required contributions for current year2017-12-31141,405
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: HEALTH CARE FOR THE FAMILY, PC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31639,870
Acturial value of plan assets2016-12-31639,870
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-31139
Active participant vested funding target2016-12-31568,253
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31568,393
Total participant count2016-12-317
Total funding target for all participants2016-12-31568,532
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3182,971
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3182,971
Present value of excess contributions2016-12-3135,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3137,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3137,225
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31118,603
Total employer contributions2016-12-31180,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31167,078
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31151,728
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31151,728
Additional cash requirement2016-12-31151,728
Contributions allocatedtoward minimum required contributions for current year2016-12-31167,078
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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