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Plan Name | WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WOMEN'S CARE, P.C. |
Employer identification number (EIN): | 930979075 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about WOMEN'S CARE, P.C.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1988-06-30 |
Company Identification Number: | 12131082 |
Legal Registered Office Address: |
180 E 11TH AVE EUGENE United States of America (USA) 97401 |
More information about WOMEN'S CARE, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | CATHERINE A. YORK, M.D. | 2023-08-25 | ||
003 | 2021-01-01 | CATHERINE A. YORK, M.D. | 2022-08-17 | ||
003 | 2020-01-01 | CATHERINE A. YORK, M.D. | 2021-07-28 | ||
003 | 2019-01-01 | CATHERINE A. YORK, M.D. | 2020-08-12 | ||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | ||||
003 | 2014-01-01 | JENNIFER HARRIS | |||
003 | 2013-01-01 | JENNIFER HARRIS | |||
003 | 2012-01-01 | JENNIFER HARRIS | 2013-08-13 | ||
003 | 2011-01-01 | JENNIFER HARRIS | 2012-04-26 | ||
003 | 2010-01-01 | PENSION PLANNERS NORTHWEST | 2011-05-23 |
Measure | Date | Value |
---|---|---|
2022: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 41 |
Total of all active and inactive participants | 2022-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 162 |
Number of participants with account balances | 2022-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 38 |
Total of all active and inactive participants | 2021-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 156 |
Number of participants with account balances | 2021-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 9 |
2020: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 29 |
Total of all active and inactive participants | 2020-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 146 |
Number of participants with account balances | 2020-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 28 |
Total of all active and inactive participants | 2019-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 136 |
Number of participants with account balances | 2019-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 31 |
Total of all active and inactive participants | 2018-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 143 |
Number of participants with account balances | 2018-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 13 |
2017: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 29 |
Total of all active and inactive participants | 2017-01-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 136 |
Number of participants with account balances | 2017-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 25 |
Total of all active and inactive participants | 2016-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 121 |
Number of participants with account balances | 2016-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 35 |
Total of all active and inactive participants | 2015-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 129 |
Number of participants with account balances | 2015-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 9 |
2014: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 21 |
Total of all active and inactive participants | 2014-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 123 |
Number of participants with account balances | 2014-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 22 |
Total of all active and inactive participants | 2013-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 123 |
Number of participants with account balances | 2013-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-5,563,825 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,250,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,176,350 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,044,812 |
Value of total assets at end of year | 2022-12-31 | $34,529,595 |
Value of total assets at beginning of year | 2022-12-31 | $43,343,623 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $73,853 |
Total interest from all sources | 2022-12-31 | $15,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,848,193 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,848,193 |
Administrative expenses professional fees incurred | 2022-12-31 | $24,593 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $734,789 |
Participant contributions at end of year | 2022-12-31 | $17,685 |
Participant contributions at beginning of year | 2022-12-31 | $580 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,415 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-8,814,028 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $34,529,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $43,343,623 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $49,235 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $32,854,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $41,364,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $903,318 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,243,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,243,715 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $15,438 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,472,268 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,302,608 |
Employer contributions (assets) at end of year | 2022-12-31 | $753,651 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $734,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,176,350 |
Contract administrator fees | 2022-12-31 | $25 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2022-12-31 | 930819646 |
2021 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $6,935,795 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $299,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $225,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,230,645 |
Value of total assets at end of year | 2021-12-31 | $43,343,623 |
Value of total assets at beginning of year | 2021-12-31 | $36,706,884 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $73,659 |
Total interest from all sources | 2021-12-31 | $147 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,281,752 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,281,752 |
Administrative expenses professional fees incurred | 2021-12-31 | $24,104 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $700,860 |
Participant contributions at end of year | 2021-12-31 | $580 |
Participant contributions at beginning of year | 2021-12-31 | $1,350 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $242,664 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,436 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,636,739 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,343,623 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $36,706,884 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $49,439 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $41,364,937 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $35,344,612 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,243,715 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $621,274 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $621,274 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,423,251 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,287,121 |
Employer contributions (assets) at end of year | 2021-12-31 | $734,391 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $738,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $225,397 |
Contract administrator fees | 2021-12-31 | $116 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2021-12-31 | 930819646 |
2020 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,893,404 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,392,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,328,791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,890,284 |
Value of total assets at end of year | 2020-12-31 | $36,706,884 |
Value of total assets at beginning of year | 2020-12-31 | $32,206,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $63,846 |
Total interest from all sources | 2020-12-31 | $925 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,361,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,361,454 |
Administrative expenses professional fees incurred | 2020-12-31 | $23,910 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $626,305 |
Participant contributions at end of year | 2020-12-31 | $1,350 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $29,657 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,436 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,500,767 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $36,706,884 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $32,206,117 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $39,911 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $35,344,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $31,221,242 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $621,274 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $281,133 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $281,133 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,640,741 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,234,322 |
Employer contributions (assets) at end of year | 2020-12-31 | $738,212 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $703,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,328,791 |
Contract administrator fees | 2020-12-31 | $25 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2020-12-31 | 930819646 |
2019 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,357,945 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,438,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,375,616 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,840,433 |
Value of total assets at end of year | 2019-12-31 | $32,206,117 |
Value of total assets at beginning of year | 2019-12-31 | $26,286,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $63,036 |
Total interest from all sources | 2019-12-31 | $5,832 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,176,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,176,911 |
Administrative expenses professional fees incurred | 2019-12-31 | $21,724 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $610,273 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $43,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,919,293 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $32,206,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $26,286,824 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $41,212 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $31,221,242 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $25,335,348 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $281,133 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $291,376 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $291,376 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,334,769 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,187,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $703,742 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $660,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,375,616 |
Contract administrator fees | 2019-12-31 | $100 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2019-12-31 | 930819646 |
2018 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $222,744 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,169,278 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,109,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,659,848 |
Value of total assets at end of year | 2018-12-31 | $26,286,824 |
Value of total assets at beginning of year | 2018-12-31 | $27,233,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $60,194 |
Total interest from all sources | 2018-12-31 | $4,246 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,627,763 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,627,763 |
Administrative expenses professional fees incurred | 2018-12-31 | $19,882 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $555,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-946,534 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $26,286,824 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $27,233,358 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $40,287 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $25,335,348 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $25,929,248 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $291,376 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $664,998 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $664,998 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $4,246 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,069,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,104,360 |
Employer contributions (assets) at end of year | 2018-12-31 | $660,100 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $639,112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,109,084 |
Contract administrator fees | 2018-12-31 | $25 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2018-12-31 | 930819646 |
2017 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $5,535,554 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $304,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $250,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,610,070 |
Value of total assets at end of year | 2017-12-31 | $27,233,358 |
Value of total assets at beginning of year | 2017-12-31 | $22,002,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $54,157 |
Total interest from all sources | 2017-12-31 | $1,440 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,422,556 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,422,556 |
Administrative expenses professional fees incurred | 2017-12-31 | $24,789 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $512,324 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $41,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,231,325 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $27,233,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,002,033 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $29,293 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $25,929,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $21,380,618 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $664,998 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,440 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,501,488 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,056,388 |
Employer contributions (assets) at end of year | 2017-12-31 | $639,112 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $621,415 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $250,072 |
Contract administrator fees | 2017-12-31 | $75 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | JONES & ROTH, P.C. |
Accountancy firm EIN | 2017-12-31 | 930819646 |
2016 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $3,910,709 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $691,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $634,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,486,374 |
Value of total assets at end of year | 2016-12-31 | $22,002,033 |
Value of total assets at beginning of year | 2016-12-31 | $18,782,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $56,490 |
Total interest from all sources | 2016-12-31 | $117 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $785,938 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $785,938 |
Administrative expenses professional fees incurred | 2016-12-31 | $26,460 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $484,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $979,638 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,219,402 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,002,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,782,631 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $30,005 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $21,380,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $18,171,668 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $117 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $638,280 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,022,586 |
Employer contributions (assets) at end of year | 2016-12-31 | $621,415 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $610,963 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $634,817 |
Contract administrator fees | 2016-12-31 | $25 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $1,343,418 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,214,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,160,026 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,551,145 |
Value of total assets at end of year | 2015-12-31 | $18,782,631 |
Value of total assets at beginning of year | 2015-12-31 | $20,653,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $54,682 |
Total interest from all sources | 2015-12-31 | $64 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $932,578 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $932,578 |
Administrative expenses professional fees incurred | 2015-12-31 | $26,184 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $487,724 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $57,898 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,871,290 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,782,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,653,921 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $28,498 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $18,171,668 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,506,041 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $64 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,140,369 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,005,523 |
Employer contributions (assets) at end of year | 2015-12-31 | $610,963 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $147,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,160,026 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2015-12-31 | 910189318 |
2014 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $1,033 |
Total income from all sources (including contributions) | 2014-12-31 | $2,720,746 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $860,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $804,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,466,874 |
Value of total assets at end of year | 2014-12-31 | $20,653,921 |
Value of total assets at beginning of year | 2014-12-31 | $18,794,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $56,272 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,082,201 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,082,201 |
Administrative expenses professional fees incurred | 2014-12-31 | $26,072 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $467,727 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $10,810 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $18,507 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,033 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,860,011 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $20,653,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,793,910 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $29,550 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,506,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $18,673,635 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $171,671 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $980,640 |
Employer contributions (assets) at end of year | 2014-12-31 | $147,880 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $110,498 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $804,463 |
Contract administrator fees | 2014-12-31 | $650 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2014-12-31 | 910189318 |
2013 : WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,033 |
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 | $4,442,555 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,202,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,161,689 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,486,858 |
Value of total assets at end of year | 2013-12-31 | $18,794,943 |
Value of total assets at beginning of year | 2013-12-31 | $15,553,361 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $40,317 |
Total interest from all sources | 2013-12-31 | $66 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $568,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $568,621 |
Administrative expenses professional fees incurred | 2013-12-31 | $10,232 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $445,677 |
Participant contributions at end of year | 2013-12-31 | $10,810 |
Participant contributions at beginning of year | 2013-12-31 | $7,800 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $98,011 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,033 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,240,549 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $18,793,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,553,361 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $24,814 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,673,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,589,740 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $836,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $836,826 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $66 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,387,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $943,170 |
Employer contributions (assets) at end of year | 2013-12-31 | $110,498 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $118,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,161,689 |
Contract administrator fees | 2013-12-31 | $5,271 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2013-12-31 | 910189318 |
2022: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |