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WOMEN'S HEALTH SPECIALISTS OF PASADENA, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameWOMEN'S HEALTH SPECIALISTS OF PASADENA, P.A. PROFIT SHARING PLAN
Plan identification number 001

WOMEN'S HEALTH SPECIALISTS OF PASADENA, P.A. 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WOMENS HEALTH SPECIALISTS OF PASADENA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:WOMENS HEALTH SPECIALISTS OF PASADENA, P.A.
Employer identification number (EIN):760688222
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 SPECIALISTS OF PASADENA, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CARMEN OCON2024-07-15
0012022-01-01CARMEN OCON2023-08-21
0012021-01-01CARMEN OCON2022-09-26
0012020-01-01CARMEN OCON2021-05-11
0012019-01-01CARMEN OCON2020-06-17
0012019-01-01CARMEN OCON2020-07-09
0012018-01-01CARMEN OCON2019-05-31
0012017-01-01CARMEN OCON2018-06-05
0012016-01-01CARMEN OCON2017-05-25
0012015-01-01CARMEN OCON2016-07-06
0012014-01-01CARMEN OCON2015-05-26
0012013-01-01CARMEN OCON2014-07-02
0012012-01-01CARMEN OCON2013-06-27
0012011-01-01CARMEN OCON2012-07-11
0012010-01-01CARMEN OCON2011-10-01

Financial Data on WOMEN'S HEALTH SPECIALISTS OF PASADENA, P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : WOMEN'S HEALTH SPECIALISTS OF PASADENA, P.A. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-1257258
Net assets as of the end of the plan year2025-08-123259972
Total assets as of the beginning of the plan year2025-08-122613702
Value of plan covered by a fidelity bond2025-08-12120000
Participant contributions to plan in this plan year2025-08-1261000
Value of participant loans at end of plan year2025-08-1223038
Other contributions to plan in this plan year2025-08-120
Other income to plan in this plan year2025-08-12559686
Plan net income in this plan year2025-08-12646270
Net assets as of the end of the plan year2025-08-123259972
Net assets as of the beginning of the plan year2025-08-122613702
Value of contributions failed to transmitted timely2025-08-120
Employer contributions to plan in this plan year2025-08-1282842
Fees paid to broker by Benefit Provider2025-08-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1231182
2024 : WOMEN'S HEALTH SPECIALISTS OF PASADENA, P.A. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-15192534
Net assets as of the end of the plan year2024-07-152613702
Total assets as of the beginning of the plan year2024-07-152369602
Value of plan covered by a fidelity bond2024-07-15253108
Participant contributions to plan in this plan year2024-07-1560000
Value of participant loans at end of plan year2024-07-1527961
Other expenses paid from plan in this plan year2024-07-150
Other contributions to plan in this plan year2024-07-150
Other income to plan in this plan year2024-07-15300483
Plan net income in this plan year2024-07-15244100
Net assets as of the end of the plan year2024-07-152613702
Net assets as of the beginning of the plan year2024-07-152369602
Employer contributions to plan in this plan year2024-07-1576151
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1526003
2022 : WOMEN'S HEALTH SPECIALISTS OF PASADENA, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-26114
Total liabilities as of the beginning of the plan year2022-09-26114
Total expenses incurred by plan in this plan year2022-09-2630549
Net assets as of the end of the plan year2022-09-262531191
Total assets as of the beginning of the plan year2022-09-262048720
Value of plan covered by a fidelity bond2022-09-26204861
Participant contributions to plan in this plan year2022-09-2672020
Value of participant loans at end of plan year2022-09-2614074
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-26339950
Plan net income in this plan year2022-09-26482471
Net assets as of the end of the plan year2022-09-262531077
Net assets as of the beginning of the plan year2022-09-262048606
Employer contributions to plan in this plan year2022-09-26101050
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2623616

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