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FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN 401k Plan overview

Plan NameFAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN
Plan identification number 002

FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

FAIR OAKS WOMEN'S HEALTH has sponsored the creation of one or more 401k plans.

Company Name:FAIR OAKS WOMEN'S HEALTH
Employer identification number (EIN):954302200
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01BRYAN JICK2020-04-25
0022018-01-01BRYAN JICK2019-06-01
0022017-01-01BRYAN JICK2018-08-15
0022016-01-01
0022015-01-01BRYAN JICK2016-10-14
0022014-01-01BRYAN JICK2015-10-01
0022013-01-01BRYAN JICK2014-10-14
0022012-01-01BRYAN JICK2013-10-14
0022011-01-01BRYAN JICK2012-10-11

Plan Statistics for FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN

401k plan membership statisitcs for FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN

Measure Date Value
2019: FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31749,033
Acturial value of plan assets2019-12-31749,033
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-31525,051
Active participant vested funding target2019-12-31201,422
Number of active participants2019-12-3125
Total funding liabilities for active participants2019-12-31201,422
Total participant count2019-12-3127
Total funding target for all participants2019-12-31726,473
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3163,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3166,640
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31698,535
Acturial value of plan assets2018-12-31698,535
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-312,056
Active participant vested funding target2018-12-31636,337
Number of active participants2018-12-3126
Total funding liabilities for active participants2018-12-31638,012
Total participant count2018-12-3127
Total funding target for all participants2018-12-31640,068
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3177,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3181,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3193,941
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3189,058
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3184,508
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3126,041
Additional cash requirement2018-12-3126,041
Contributions allocatedtoward minimum required contributions for current year2018-12-3189,058
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31530,997
Acturial value of plan assets2017-12-31530,997
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-314,035
Active participant vested funding target2017-12-31529,766
Number of active participants2017-12-3124
Total funding liabilities for active participants2017-12-31532,339
Total participant count2017-12-3127
Total funding target for all participants2017-12-31536,374
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-317,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-318,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31127,700
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31121,741
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3143,391
Net shortfall amortization installment of oustanding balance2017-12-315,377
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3144,654
Additional cash requirement2017-12-3144,654
Contributions allocatedtoward minimum required contributions for current year2017-12-31121,741
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: FAIR OAKS WOMEN'S HEALTH CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31393,155
Acturial value of plan assets2016-12-31393,155
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-313,170
Active participant vested funding target2016-12-31406,833
Number of active participants2016-12-3117
Total funding liabilities for active participants2016-12-31409,530
Total participant count2016-12-3120
Total funding target for all participants2016-12-31412,700
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3126,139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3127,801
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3193,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3189,569
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3178,703
Net shortfall amortization installment of oustanding balance2016-12-3119,545
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3181,932
Additional cash requirement2016-12-3181,932
Contributions allocatedtoward minimum required contributions for current year2016-12-3189,569
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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