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WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN 401k Plan overview

Plan NameWOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN
Plan identification number 001

WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC has sponsored the creation of one or more 401k plans.

Company Name:WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC
Employer identification number (EIN):462253072
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-03-11
Company Identification Number: 0801748384
Legal Registered Office Address: 2821 E PRESIDENT GEORGE BUSH HWY STE 400

RICHARDSON
United States of America (USA)
75082

More information about WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CAROL NORTON2024-07-25
0012022-01-01CAROL NORTON2023-04-26
0012021-01-01SHANNON IVY2022-10-06
0012020-01-01SHANNON IVY2021-05-18
0012019-01-01SHANNON IVY2020-07-08
0012018-01-01SHANNON IVY2019-04-28
0012017-01-01SHANNON IVY2018-07-30
0012016-01-01CAROL NORTON2017-10-04

Plan Statistics for WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN

401k plan membership statisitcs for WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN

Measure Date Value
2025: WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-11-1423
Total number of particpants at end of year2025-11-140
Number of Participants With Account Balances2025-11-140
Total number of particpants at beginning of year2025-07-1810
Total number of particpants at end of year2025-07-1823
Number of Participants With Account Balances2025-07-1822
2024: WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2514
Total number of particpants at end of year2024-07-2522
Number of Participants With Account Balances2024-07-2519

Financial Data on WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN

Measure Date Value
2025 : WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-141929607
Net assets as of the end of the plan year2025-11-140
Total assets as of the beginning of the plan year2025-11-141763980
Value of plan covered by a fidelity bond2025-11-14180000
Participant contributions to plan in this plan year2025-11-1412628
Other income to plan in this plan year2025-11-14152366
Plan net income in this plan year2025-11-14-1763980
Net assets as of the end of the plan year2025-11-140
Net assets as of the beginning of the plan year2025-11-141763980
Employer contributions to plan in this plan year2025-11-14633
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-143641
Total transfers to/from plan in this plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-18109234
Net assets as of the end of the plan year2025-07-181763980
Total assets as of the beginning of the plan year2025-07-181593913
Value of plan covered by a fidelity bond2025-07-18160000
Participant contributions to plan in this plan year2025-07-1846443
Value of participant loans at end of plan year2025-07-18243
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-18219705
Plan net income in this plan year2025-07-18170067
Net assets as of the end of the plan year2025-07-181763980
Net assets as of the beginning of the plan year2025-07-181593913
Value of contributions failed to transmitted timely2025-07-18579
Employer contributions to plan in this plan year2025-07-1813153
Fees paid to broker by Benefit Provider2025-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-183228
2024 : WOMEN'S HEALTH ASSOCIATES OF RICHARDSON, PLLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-252130
Net assets as of the end of the plan year2024-07-251593913
Total assets as of the beginning of the plan year2024-07-251238782
Value of plan covered by a fidelity bond2024-07-25500000
Participant contributions to plan in this plan year2024-07-2546448
Value of participant loans at end of plan year2024-07-251600
Other income to plan in this plan year2024-07-25201895
Plan net income in this plan year2024-07-25355131
Net assets as of the end of the plan year2024-07-251593913
Net assets as of the beginning of the plan year2024-07-251238782
Employer contributions to plan in this plan year2024-07-25108918
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-252130

Potentially related plans

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