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Plan Name | CLEARWATER BAY ASSOCIATES, INC. PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | CLEARWATER BAY ASSOCIATES, INC. |
Employer identification number (EIN): | 593589511 |
NAIC Classification: | 531210 |
NAIC Description: | Offices of Real Estate Agents and Brokers |
Additional information about CLEARWATER BAY ASSOCIATES, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1999-07-29 |
Company Identification Number: | P99000067597 |
Legal Registered Office Address: |
311 PARK PLACE BLVD. CLEARWATER 33759 |
More information about CLEARWATER BAY ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | ||||
001 | 2018-01-01 | LEE ARNOLD | 2019-04-22 | ||
001 | 2017-01-01 | LEE ARNOLD | 2018-08-14 | ||
001 | 2016-01-01 | LEE ARNOLD | 2017-07-20 | ||
001 | 2015-01-01 | LEE ARNOLD | 2016-08-08 | ||
001 | 2014-01-01 | LEE ARNOLD | 2015-09-15 | ||
001 | 2013-01-01 | LEE ARNOLD | 2014-10-02 | ||
001 | 2012-01-01 | LEE ARNOLD | 2013-09-24 | ||
001 | 2011-01-01 | LEE ARNOLD | 2012-10-12 | ||
001 | 2010-01-01 | LEE ARNOLD | 2011-09-29 |
Measure | Date | Value |
---|---|---|
2019: CLEARWATER BAY ASSOCIATES, INC. PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-03-05 | 3,617,511 |
Acturial value of plan assets | 2019-03-05 | 3,617,511 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-05 | 0 |
Number of terminated vested participants | 2019-03-05 | 0 |
Fundng target for terminated vested participants | 2019-03-05 | 0 |
Active participant vested funding target | 2019-03-05 | 3,095,302 |
Number of active participants | 2019-03-05 | 5 |
Total funding liabilities for active participants | 2019-03-05 | 3,095,302 |
Total participant count | 2019-03-05 | 5 |
Total funding target for all participants | 2019-03-05 | 3,095,302 |
Balance at beginning of prior year after applicable adjustments | 2019-03-05 | 178,709 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-05 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-05 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-05 | 0 |
Amount remaining of carryover balance | 2019-03-05 | 178,709 |
Amount remaining of prefunding balance | 2019-03-05 | 0 |
Present value of excess contributions | 2019-03-05 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-05 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-05 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-05 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-05 | 0 |
Balance of carryovers at beginning of current year | 2019-03-05 | 187,644 |
Balance of prefunding at beginning of current year | 2019-03-05 | 0 |
Total employer contributions | 2019-03-05 | 0 |
Total employee contributions | 2019-03-05 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-05 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-05 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-05 | 0 |
Unpaid minimum required contributions for all prior years | 2019-03-05 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-05 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-05 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-05 | 242,424 |
Net shortfall amortization installment of oustanding balance | 2019-03-05 | 0 |
Waiver amortization installment | 2019-03-05 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-05 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-03-05 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-05 | 0 |
Additional cash requirement | 2019-03-05 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-05 | 0 |
Unpaid minimum required contributions for current year | 2019-03-05 | 0 |
Unpaid minimum required contributions for all years | 2019-03-05 | 0 |
2018: CLEARWATER BAY ASSOCIATES, INC. PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 3,190,458 |
Acturial value of plan assets | 2018-12-31 | 3,190,458 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 2,151,812 |
Number of active participants | 2018-12-31 | 5 |
Total funding liabilities for active participants | 2018-12-31 | 2,151,812 |
Total participant count | 2018-12-31 | 5 |
Total funding target for all participants | 2018-12-31 | 2,151,812 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 138,577 |
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 | 138,577 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 178,709 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
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 | 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 | 161,175 |
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 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: CLEARWATER BAY ASSOCIATES, INC. PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 3,379,078 |
Acturial value of plan assets | 2017-12-31 | 3,379,078 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 1,990,298 |
Number of active participants | 2017-12-31 | 4 |
Total funding liabilities for active participants | 2017-12-31 | 1,990,298 |
Total participant count | 2017-12-31 | 4 |
Total funding target for all participants | 2017-12-31 | 1,990,298 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 135,980 |
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 | 135,980 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
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 | 138,577 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
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 | 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 | 0 |
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 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: CLEARWATER BAY ASSOCIATES, INC. PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 2,620,201 |
Acturial value of plan assets | 2016-12-31 | 2,620,201 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 1,963,579 |
Number of active participants | 2016-12-31 | 4 |
Total funding liabilities for active participants | 2016-12-31 | 1,963,579 |
Total participant count | 2016-12-31 | 4 |
Total funding target for all participants | 2016-12-31 | 1,963,579 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 129,136 |
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 | 129,136 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
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 | 135,980 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
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 | 0 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |