401k Plan data: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN plan

NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 401k Plan overview

Plan Name	NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN
Plan identification number	001

NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

NORTH SCOTTSDALE WOMEN'S CARE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: NORTH SCOTTSDALE WOMEN'S CARE, P.C.

Employer identification number (EIN): 264606725

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KERRY SCHLECHT
001 2017-01-01 KERRY SCHLECHT
001 2016-01-01 KERRY SCHLECHT 2017-04-10 KERRY SCHLECHT 2017-04-10

Plan Statistics for NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN

401k plan membership statisitcs for NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN

Measure Date Value
2022: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Total of all active and inactive participants 2022-01-01 4
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
2021: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Total of all active and inactive participants 2021-01-01 4
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
2020: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Total of all active and inactive participants 2020-01-01 4
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
2019: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Total of all active and inactive participants 2019-01-01 4
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4

Measure	Date	Value
2022: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Total of all active and inactive participants	2022-01-01	4
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
2021: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Total of all active and inactive participants	2021-01-01	4
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
2020: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Total of all active and inactive participants	2020-01-01	4
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
2019: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Total of all active and inactive participants	2019-01-01	4
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4

Financial Data on NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN

Measure	Date	Value
2022 : NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-41,800
Expenses. Total of all expenses incurred	2022-12-31	$7,010
Total plan assets at end of year	2022-12-31	$624,594
Total plan assets at beginning of year	2022-12-31	$673,404
Value of fidelity bond covering the plan	2022-12-31	$70,000
Total contributions received or receivable from participants	2022-12-31	$49,077
Expenses. Other expenses not covered elsewhere	2022-12-31	$7,010
Other income received	2022-12-31	$-122,825
Net income (gross income less expenses)	2022-12-31	$-48,810
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$624,594
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$673,404
Total contributions received or receivable from employer(s)	2022-12-31	$31,948
2021 : NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$152,924
Expenses. Total of all expenses incurred	2021-12-31	$7,014
Total plan assets at end of year	2021-12-31	$673,404
Total plan assets at beginning of year	2021-12-31	$527,494
Value of fidelity bond covering the plan	2021-12-31	$70,000
Total contributions received or receivable from participants	2021-12-31	$30,958
Expenses. Other expenses not covered elsewhere	2021-12-31	$7,014
Other income received	2021-12-31	$79,104
Net income (gross income less expenses)	2021-12-31	$145,910
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$673,404
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$527,494
Total contributions received or receivable from employer(s)	2021-12-31	$42,862
2020 : NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$146,456
Expenses. Total of all expenses incurred	2020-12-31	$4,890
Total plan assets at end of year	2020-12-31	$527,494
Total plan assets at beginning of year	2020-12-31	$385,928
Value of fidelity bond covering the plan	2020-12-31	$55,000
Total contributions received or receivable from participants	2020-12-31	$31,968
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,890
Other income received	2020-12-31	$72,367
Net income (gross income less expenses)	2020-12-31	$141,566
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$527,494
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$385,928
Total contributions received or receivable from employer(s)	2020-12-31	$42,121
2019 : NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$132,449
Expenses. Total of all expenses incurred	2019-12-31	$7,459
Benefits paid (including direct rollovers)	2019-12-31	$3,496
Total plan assets at end of year	2019-12-31	$385,928
Total plan assets at beginning of year	2019-12-31	$260,938
Value of fidelity bond covering the plan	2019-12-31	$40,000
Total contributions received or receivable from participants	2019-12-31	$31,721
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,963
Other income received	2019-12-31	$59,160
Net income (gross income less expenses)	2019-12-31	$124,990
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$385,928
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$260,938
Total contributions received or receivable from employer(s)	2019-12-31	$41,568
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$58,192
Expenses. Total of all expenses incurred	2018-12-31	$3,686
Total plan assets at end of year	2018-12-31	$260,938
Total plan assets at beginning of year	2018-12-31	$206,432
Value of fidelity bond covering the plan	2018-12-31	$27,000
Total contributions received or receivable from participants	2018-12-31	$32,358
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,686
Other income received	2018-12-31	$-17,133
Net income (gross income less expenses)	2018-12-31	$54,506
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$260,938
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$206,432
Total contributions received or receivable from employer(s)	2018-12-31	$42,967
2017 : NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$87,204
Expenses. Total of all expenses incurred	2017-12-31	$2,685
Total plan assets at end of year	2017-12-31	$206,432
Total plan assets at beginning of year	2017-12-31	$121,913
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$22,957
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,685
Other income received	2017-12-31	$24,140
Net income (gross income less expenses)	2017-12-31	$84,519
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$206,432
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$121,913
Total contributions received or receivable from employer(s)	2017-12-31	$40,107

Form 5500 Responses for NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN

2022: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NORTH SCOTTSDALE WOMEN'S CARE, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTH SCOTTSDALE WOMEN'S CARE, P.C.
Employer identification number (EIN):	264606725
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)