401k Plan data: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN plan

PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

PERSONAL WOMEN'S HEALTH CARE, S.C. has sponsored the creation of one or more 401k plans.

Company Name: PERSONAL WOMEN'S HEALTH CARE, S.C.

Employer identification number (EIN): 363470280

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2019-07-02
001 2017-10-01
001 2016-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2018-06-14
001 2015-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2017-06-06
001 2014-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2016-06-09
001 2013-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2015-06-02
001 2012-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2014-05-22
001 2011-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2013-04-29
001 2010-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2012-01-16
001 2009-10-01 DANIEL WINKELMAN, M.D. DANIEL WINKELMAN, M.D. 2011-06-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2019-07-02
001	2017-10-01
001	2016-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2018-06-14
001	2015-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2017-06-06
001	2014-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2016-06-09
001	2013-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2015-06-02
001	2012-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2014-05-22
001	2011-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2013-04-29
001	2010-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2012-01-16
001	2009-10-01	DANIEL WINKELMAN, M.D.	DANIEL WINKELMAN, M.D.	2011-06-08

Financial Data on PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-244,904
Expenses. Total of all expenses incurred	2018-12-31	$2,561,428
Benefits paid (including direct rollovers)	2018-12-31	$2,548,911
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$2,806,332
Value of fidelity bond covering the plan	2018-12-31	$325,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$12,517
Other income received	2018-12-31	$-244,904
Net income (gross income less expenses)	2018-12-31	$-2,806,332
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,806,332
2017 : PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$479,614
Expenses. Total of all expenses incurred	2017-09-30	$2,430
Benefits paid (including direct rollovers)	2017-09-30	$949
Total plan assets at end of year	2017-09-30	$3,033,930
Total plan assets at beginning of year	2017-09-30	$2,556,746
Value of fidelity bond covering the plan	2017-09-30	$325,000
Total contributions received or receivable from participants	2017-09-30	$35,428
Expenses. Other expenses not covered elsewhere	2017-09-30	$1,481
Other income received	2017-09-30	$409,186
Net income (gross income less expenses)	2017-09-30	$477,184
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$3,033,930
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$2,556,746
Assets. Value of participant loans	2017-09-30	$32,015
Total contributions received or receivable from employer(s)	2017-09-30	$35,000
2016 : PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$344,980
Expenses. Total of all expenses incurred	2016-09-30	$15,163
Benefits paid (including direct rollovers)	2016-09-30	$15,000
Total plan assets at end of year	2016-09-30	$2,556,746
Total plan assets at beginning of year	2016-09-30	$2,226,929
Value of fidelity bond covering the plan	2016-09-30	$300,000
Total contributions received or receivable from participants	2016-09-30	$26,219
Expenses. Other expenses not covered elsewhere	2016-09-30	$163
Other income received	2016-09-30	$290,761
Net income (gross income less expenses)	2016-09-30	$329,817
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$2,556,746
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,226,929
Assets. Value of participant loans	2016-09-30	$36,555
Total contributions received or receivable from employer(s)	2016-09-30	$28,000
2015 : PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-15,385
Expenses. Total of all expenses incurred	2015-09-30	$27,554
Benefits paid (including direct rollovers)	2015-09-30	$27,398
Total plan assets at end of year	2015-09-30	$2,226,929
Total plan assets at beginning of year	2015-09-30	$2,269,868
Value of fidelity bond covering the plan	2015-09-30	$300,000
Total contributions received or receivable from participants	2015-09-30	$32,172
Expenses. Other expenses not covered elsewhere	2015-09-30	$156
Other income received	2015-09-30	$-87,557
Net income (gross income less expenses)	2015-09-30	$-42,939
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,226,929
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$2,269,868
Assets. Value of participant loans	2015-09-30	$34,208
Total contributions received or receivable from employer(s)	2015-09-30	$40,000
2014 : PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$360,310
Expenses. Total of all expenses incurred	2014-09-30	$536,371
Benefits paid (including direct rollovers)	2014-09-30	$535,409
Total plan assets at end of year	2014-09-30	$2,269,868
Total plan assets at beginning of year	2014-09-30	$2,445,929
Value of fidelity bond covering the plan	2014-09-30	$300,000
Total contributions received or receivable from participants	2014-09-30	$35,232
Expenses. Other expenses not covered elsewhere	2014-09-30	$962
Other income received	2014-09-30	$283,958
Net income (gross income less expenses)	2014-09-30	$-176,061
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$2,269,868
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$2,445,929
Assets. Value of participant loans	2014-09-30	$25,930
Total contributions received or receivable from employer(s)	2014-09-30	$41,120
2013 : PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$585,964
Expenses. Total of all expenses incurred	2013-09-30	$603
Total plan assets at end of year	2013-09-30	$2,445,929
Total plan assets at beginning of year	2013-09-30	$1,860,568
Value of fidelity bond covering the plan	2013-09-30	$325,000
Total contributions received or receivable from participants	2013-09-30	$37,590
Expenses. Other expenses not covered elsewhere	2013-09-30	$603
Other income received	2013-09-30	$372,627
Net income (gross income less expenses)	2013-09-30	$585,361
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$2,445,929
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,860,568
Assets. Value of participant loans	2013-09-30	$42,258
Total contributions received or receivable from employer(s)	2013-09-30	$175,747
2012 : PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$357,829
Expenses. Total of all expenses incurred	2012-09-30	$300
Total plan assets at end of year	2012-09-30	$1,860,568
Total plan assets at beginning of year	2012-09-30	$1,503,039
Value of fidelity bond covering the plan	2012-09-30	$250,000
Total contributions received or receivable from participants	2012-09-30	$36,240
Expenses. Other expenses not covered elsewhere	2012-09-30	$300
Other income received	2012-09-30	$321,589
Net income (gross income less expenses)	2012-09-30	$357,529
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,860,568
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,503,039
Assets. Value of participant loans	2012-09-30	$72,958
2011 : PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$-62,591
Expenses. Total of all expenses incurred	2011-09-30	$300
Total plan assets at end of year	2011-09-30	$1,503,039
Total plan assets at beginning of year	2011-09-30	$1,565,930
Value of fidelity bond covering the plan	2011-09-30	$200,000
Total contributions received or receivable from participants	2011-09-30	$43,933
Expenses. Other expenses not covered elsewhere	2011-09-30	$300
Other income received	2011-09-30	$-106,524
Net income (gross income less expenses)	2011-09-30	$-62,891
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,503,039
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,565,930
Assets. Value of participant loans	2011-09-30	$96,419

Form 5500 Responses for PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN

2018: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	This submission is the final filing	Yes
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: PERSONAL WOMEN'S HEALTH CARE, S.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERSONAL WOMEN'S HEALTH CARE, S.C.
Employer identification number (EIN):	363470280
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)