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WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING 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.
  • 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.

401k Sponsoring company profile

WOMEN'S HEALTH SERVICES-CHATTANOOGA P.C. has sponsored the creation of one or more 401k plans.

Company Name:WOMEN'S HEALTH SERVICES-CHATTANOOGA P.C.
Employer identification number (EIN):621720873
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATTHEW ROBERTS2024-06-10
0012022-01-01MATTHEW ROBERTS2023-03-07
0012021-01-01MATTHEW ROBERTS2022-04-28
0012020-01-01MATTHEW ROBERTS2021-02-19
0012019-01-01MATTHEW ROBERTS2020-07-15
0012018-01-01MATTHEW ROBERTS2019-03-20
0012017-01-01MATTHEW ROBERTS
0012016-01-01MATTHEW ROBERTS
0012015-01-01MATTHEW ROBERTS
0012014-01-01MELISSA KOLBEN
0012013-01-01MELISSA KOLBEN
0012011-01-01MELISSA KOLBEN
0012010-01-01MELISSA KOLBEN
0012009-01-01MELISSA KOLBEN

Financial Data on WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-30145348
Net assets as of the end of the plan year2025-07-303962462
Total assets as of the beginning of the plan year2025-07-303604076
Value of plan covered by a fidelity bond2025-07-30500000
Participant contributions to plan in this plan year2025-07-3073486
Value of participant loans at end of plan year2025-07-3058491
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-30376042
Plan net income in this plan year2025-07-30358386
Net assets as of the end of the plan year2025-07-303962462
Net assets as of the beginning of the plan year2025-07-303604076
Employer contributions to plan in this plan year2025-07-3054206
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3015386
2024 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-100
Total liabilities as of the end of the plan year2024-06-100
Total liabilities as of the beginning of the plan year2024-06-100
Total expenses incurred by plan in this plan year2024-06-10247735
Net assets as of the end of the plan year2024-06-103604076
Total assets as of the beginning of the plan year2024-06-103260665
Value of plan covered by a fidelity bond2024-06-10500000
Participant contributions to plan in this plan year2024-06-1079155
Value of participant loans at end of plan year2024-06-1074986
Other expenses paid from plan in this plan year2024-06-100
Other contributions to plan in this plan year2024-06-106353
Other income to plan in this plan year2024-06-10448801
Plan net income in this plan year2024-06-10343411
Net assets as of the end of the plan year2024-06-103604076
Net assets as of the beginning of the plan year2024-06-103260665
Employer contributions to plan in this plan year2024-06-1056837
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1010639
2017 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$995,285
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,448,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,417,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$46,738
Value of total assets at end of year2017-12-31$6,202,849
Value of total assets at beginning of year2017-12-31$6,656,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,571
Total interest from all sources2017-12-31$8,240
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$46,738
Participant contributions at end of year2017-12-31$248,987
Participant contributions at beginning of year2017-12-31$199,062
Participant contributions at end of year2017-12-31$1,784
Participant contributions at beginning of year2017-12-31$8,578
Administrative expenses (other) incurred2017-12-31$30,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-453,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,202,849
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,656,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,221,278
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,517,659
Interest on participant loans2017-12-31$8,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$730,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$801,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$932,553
Net investment gain/loss from pooled separate accounts2017-12-31$7,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at beginning of year2017-12-31$129,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,417,967
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JASON UNDERWOOD CPA PLLC
Accountancy firm EIN2017-12-31453976013
2016 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$826,235
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$903,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$879,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$291,250
Value of total assets at end of year2016-12-31$6,656,102
Value of total assets at beginning of year2016-12-31$6,733,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,103
Total interest from all sources2016-12-31$6,459
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$161,348
Participant contributions at end of year2016-12-31$199,062
Participant contributions at beginning of year2016-12-31$174,979
Participant contributions at end of year2016-12-31$8,578
Participant contributions at beginning of year2016-12-31$31,858
Administrative expenses (other) incurred2016-12-31$24,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-77,139
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,656,102
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,733,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,517,659
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,456,984
Interest on participant loans2016-12-31$6,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$801,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$898,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$528,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$129,902
Employer contributions (assets) at end of year2016-12-31$129,033
Employer contributions (assets) at beginning of year2016-12-31$171,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$879,271
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JASON UNDERWOOD CPA PLLC
Accountancy firm EIN2016-12-31453976013
2015 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$252,263
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$573,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$551,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$393,783
Value of total assets at end of year2015-12-31$6,768,000
Value of total assets at beginning of year2015-12-31$7,088,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,009
Total interest from all sources2015-12-31$8,201
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$190,768
Participant contributions at end of year2015-12-31$174,979
Participant contributions at beginning of year2015-12-31$213,867
Participant contributions at end of year2015-12-31$31,858
Participant contributions at beginning of year2015-12-31$30,274
Administrative expenses (other) incurred2015-12-31$22,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-320,856
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,768,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,088,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,456,984
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,827,951
Interest on participant loans2015-12-31$8,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$898,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$782,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-149,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$203,015
Employer contributions (assets) at end of year2015-12-31$205,832
Employer contributions (assets) at beginning of year2015-12-31$234,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$551,110
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JASON UNDERWOOD CPA PLLC
Accountancy firm EIN2015-12-31453976013
2014 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$903,392
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$578,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$546,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$510,086
Value of total assets at end of year2014-12-31$7,088,856
Value of total assets at beginning of year2014-12-31$6,764,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,951
Total interest from all sources2014-12-31$7,095
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$215,683
Participant contributions at end of year2014-12-31$213,867
Participant contributions at beginning of year2014-12-31$169,814
Participant contributions at end of year2014-12-31$30,274
Participant contributions at beginning of year2014-12-31$11,351
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$60,204
Administrative expenses (other) incurred2014-12-31$31,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$324,825
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,088,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,764,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,343,222
Value of interest in pooled separate accounts at end of year2014-12-31$5,827,951
Interest on participant loans2014-12-31$7,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$782,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$386,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$234,199
Employer contributions (assets) at end of year2014-12-31$234,369
Employer contributions (assets) at beginning of year2014-12-31$239,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$546,616
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JASON UNDERWOOD CPA PLLC
Accountancy firm EIN2014-12-31453976013
2013 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,589,421
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$691,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$668,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$728,409
Value of total assets at end of year2013-12-31$6,764,031
Value of total assets at beginning of year2013-12-31$5,866,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,898
Total interest from all sources2013-12-31$7,382
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$216,249
Participant contributions at end of year2013-12-31$169,814
Participant contributions at beginning of year2013-12-31$180,602
Participant contributions at end of year2013-12-31$11,351
Participant contributions at beginning of year2013-12-31$11,003
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,237
Administrative expenses (other) incurred2013-12-31$22,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$897,692
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,764,031
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,866,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,343,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,393,875
Interest on participant loans2013-12-31$7,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,373
Net gain/loss from 103.12 investment entities2013-12-31$853,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$488,923
Employer contributions (assets) at end of year2013-12-31$239,644
Employer contributions (assets) at beginning of year2013-12-31$263,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$668,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JASON UNDERWOOD CPA PLLC
Accountancy firm EIN2013-12-31453976013
2011 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$62,417
Total of all expenses incurred2011-12-31$143,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$139,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$224,883
Value of total assets at end of year2011-12-31$4,546,230
Value of total assets at beginning of year2011-12-31$4,627,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,275
Total interest from all sources2011-12-31$2,786
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$84,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$84,212
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$199,617
Participant contributions at end of year2011-12-31$67,285
Participant contributions at beginning of year2011-12-31$55,122
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,593
Administrative expenses (other) incurred2011-12-31$4,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-81,007
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,546,230
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,627,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,448,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,408,792
Interest on participant loans2011-12-31$2,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$30,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$163,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$163,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-249,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$20,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$139,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN2011-12-31453976013
2010 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$977,013
Total of all expenses incurred2010-12-31$84,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$82,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$408,888
Value of total assets at end of year2010-12-31$4,627,237
Value of total assets at beginning of year2010-12-31$3,734,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,900
Total interest from all sources2010-12-31$3,188
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$68,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$68,475
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$192,257
Participant contributions at end of year2010-12-31$55,122
Participant contributions at beginning of year2010-12-31$50,283
Administrative expenses (other) incurred2010-12-31$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$892,418
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,627,237
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,734,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,408,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,474,851
Interest on participant loans2010-12-31$3,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$163,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$209,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$209,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$496,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$216,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$82,695
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THOMPSON ROGERS AND WILLIAMS
Accountancy firm EIN2010-12-31621007793
2009 : WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN

2017: WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2011: WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOMEN'S HEALTH SERVICES-CHATTANOOGA, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37086
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37086
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37086
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37086
Policy instance 1

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