401k Plan data: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST plan

NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan Name	NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST
Plan identification number	002

NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST Benefits

401k Plan Type

Defined 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

NORTHWESTERN WOMEN S HEALTH ASSOCIATES S.C. has sponsored the creation of one or more 401k plans.

Company Name: NORTHWESTERN WOMEN S HEALTH ASSOCIATES S.C.

Employer identification number (EIN): 363994444

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 STANLEY FRIEDELL 2023-06-23 STANLEY FRIEDELL 2023-06-23
002 2021-01-01 STANLEY FRIEDELL 2022-10-10 STANLEY FRIEDELL 2022-10-10
002 2020-01-01 STANLEY FRIEDELL 2021-06-25 STANLEY FRIEDELL 2021-06-25
002 2019-01-01 STANLEY FRIEDELL 2020-07-27 STANLEY FRIEDELL 2020-07-27
002 2018-01-01 STANLEY FRIEDELL 2019-06-21 STANLEY FRIEDELL 2019-06-21
002 2017-01-01 STANLEY FRIEDELL 2018-07-26 STANLEY FRIEDELL 2018-07-26
002 2016-01-01 STANLEY FRIEDELL 2017-07-26 STANLEY FRIEDELL 2017-07-26
002 2015-01-01 STANLEY FRIEDELL 2016-09-12 STANLEY FRIEDELL 2016-09-12
002 2014-01-01 STANLEY FRIEDELL 2015-07-21 STANLEY FRIEDELL 2015-07-21
002 2013-01-01 STANLEY FRIEDELL 2014-06-06 STANLEY FRIEDELL 2014-06-06
002 2012-01-01 STANLEY FRIEDELL 2013-06-12 STANLEY FRIEDELL 2013-06-12
002 2011-01-01 STANLEY FRIEDELL 2012-07-19 STANLEY FRIEDELL 2012-07-19
002 2010-01-01 STANLEY FRIEDELL 2011-07-19 STANLEY FRIEDELL 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	STANLEY FRIEDELL	2023-06-23	STANLEY FRIEDELL	2023-06-23
002	2021-01-01	STANLEY FRIEDELL	2022-10-10	STANLEY FRIEDELL	2022-10-10
002	2020-01-01	STANLEY FRIEDELL	2021-06-25	STANLEY FRIEDELL	2021-06-25
002	2019-01-01	STANLEY FRIEDELL	2020-07-27	STANLEY FRIEDELL	2020-07-27
002	2018-01-01	STANLEY FRIEDELL	2019-06-21	STANLEY FRIEDELL	2019-06-21
002	2017-01-01	STANLEY FRIEDELL	2018-07-26	STANLEY FRIEDELL	2018-07-26
002	2016-01-01	STANLEY FRIEDELL	2017-07-26	STANLEY FRIEDELL	2017-07-26
002	2015-01-01	STANLEY FRIEDELL	2016-09-12	STANLEY FRIEDELL	2016-09-12
002	2014-01-01	STANLEY FRIEDELL	2015-07-21	STANLEY FRIEDELL	2015-07-21
002	2013-01-01	STANLEY FRIEDELL	2014-06-06	STANLEY FRIEDELL	2014-06-06
002	2012-01-01	STANLEY FRIEDELL	2013-06-12	STANLEY FRIEDELL	2013-06-12
002	2011-01-01	STANLEY FRIEDELL	2012-07-19	STANLEY FRIEDELL	2012-07-19
002	2010-01-01	STANLEY FRIEDELL	2011-07-19	STANLEY FRIEDELL	2011-07-19

Plan Statistics for NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST

401k plan membership statisitcs for NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST

Measure Date Value
2021: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 10,160,214
Acturial value of plan assets 2021-12-31 10,160,214
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 11,301
Active participant vested funding target 2021-12-31 8,318,984
Number of active participants 2021-12-31 28
Total funding liabilities for active participants 2021-12-31 8,318,984
Total participant count 2021-12-31 30
Total funding target for all participants 2021-12-31 8,330,285
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 28,235
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 28,235
Present value of excess contributions 2021-12-31 187,140
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 187,140
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 33,295
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 17,937
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 9,147,925
Acturial value of plan assets 2020-12-31 9,147,925
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 9,427
Active participant vested funding target 2020-12-31 7,627,928
Number of active participants 2020-12-31 24
Total funding liabilities for active participants 2020-12-31 7,627,928
Total participant count 2020-12-31 26
Total funding target for all participants 2020-12-31 7,637,355
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 22,759
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 22,759
Present value of excess contributions 2020-12-31 213,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 213,842
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 28,235
Total employer contributions 2020-12-31 188,183
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 187,140
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 186,291
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 187,140
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 7,605,562
Acturial value of plan assets 2019-12-31 7,605,562
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 7,022,945
Number of active participants 2019-12-31 26
Total funding liabilities for active participants 2019-12-31 7,022,945
Total participant count 2019-12-31 26
Total funding target for all participants 2019-12-31 7,022,945
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 24,153
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 24,153
Present value of excess contributions 2019-12-31 3,927
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,927
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 22,759
Total employer contributions 2019-12-31 216,048
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 213,842
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 213,804
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 213,842
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 5,715,501
Acturial value of plan assets 2018-12-31 5,715,501
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 16,438
Active participant vested funding target 2018-12-31 6,243,503
Number of active participants 2018-12-31 27
Total funding liabilities for active participants 2018-12-31 6,243,503
Total participant count 2018-12-31 29
Total funding target for all participants 2018-12-31 6,259,941
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 19,856
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 19,856
Present value of excess contributions 2018-12-31 211,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 211,333
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 24,153
Total employer contributions 2018-12-31 486,896
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 484,994
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 388,033
Net shortfall amortization installment of oustanding balance 2018-12-31 569,890
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 481,067
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 481,067
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 484,994
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 5,768,279
Acturial value of plan assets 2017-12-31 5,768,279
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 15,657
Active participant vested funding target 2017-12-31 5,523,633
Number of active participants 2017-12-31 25
Total funding liabilities for active participants 2017-12-31 5,523,633
Total participant count 2017-12-31 27
Total funding target for all participants 2017-12-31 5,539,290
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 18,665
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 18,665
Present value of excess contributions 2017-12-31 26,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 26,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 19,856
Total employer contributions 2017-12-31 355,574
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 350,732
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 347,440
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 139,399
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 139,399
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 350,732
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 4,434,133
Acturial value of plan assets 2016-12-31 4,434,133
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 1,696
Active participant vested funding target 2016-12-31 4,965,911
Number of active participants 2016-12-31 23
Total funding liabilities for active participants 2016-12-31 4,966,314
Total participant count 2016-12-31 24
Total funding target for all participants 2016-12-31 4,968,010
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 62,459
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 43,153
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 19,306
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 18,665
Total employer contributions 2016-12-31 350,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 344,498
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 219,146
Net shortfall amortization installment of oustanding balance 2016-12-31 553,595
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 318,208
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 318,208
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 344,498
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	10,160,214
Acturial value of plan assets	2021-12-31	10,160,214
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	11,301
Active participant vested funding target	2021-12-31	8,318,984
Number of active participants	2021-12-31	28
Total funding liabilities for active participants	2021-12-31	8,318,984
Total participant count	2021-12-31	30
Total funding target for all participants	2021-12-31	8,330,285
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	28,235
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	28,235
Present value of excess contributions	2021-12-31	187,140
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	187,140
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	33,295
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	17,937
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	9,147,925
Acturial value of plan assets	2020-12-31	9,147,925
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	9,427
Active participant vested funding target	2020-12-31	7,627,928
Number of active participants	2020-12-31	24
Total funding liabilities for active participants	2020-12-31	7,627,928
Total participant count	2020-12-31	26
Total funding target for all participants	2020-12-31	7,637,355
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	22,759
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	22,759
Present value of excess contributions	2020-12-31	213,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	213,842
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	28,235
Total employer contributions	2020-12-31	188,183
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	187,140
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	186,291
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	187,140
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	7,605,562
Acturial value of plan assets	2019-12-31	7,605,562
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	7,022,945
Number of active participants	2019-12-31	26
Total funding liabilities for active participants	2019-12-31	7,022,945
Total participant count	2019-12-31	26
Total funding target for all participants	2019-12-31	7,022,945
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	24,153
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	24,153
Present value of excess contributions	2019-12-31	3,927
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,927
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	22,759
Total employer contributions	2019-12-31	216,048
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	213,842
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	213,804
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	213,842
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	5,715,501
Acturial value of plan assets	2018-12-31	5,715,501
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	16,438
Active participant vested funding target	2018-12-31	6,243,503
Number of active participants	2018-12-31	27
Total funding liabilities for active participants	2018-12-31	6,243,503
Total participant count	2018-12-31	29
Total funding target for all participants	2018-12-31	6,259,941
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	19,856
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	19,856
Present value of excess contributions	2018-12-31	211,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	211,333
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	24,153
Total employer contributions	2018-12-31	486,896
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	484,994
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	388,033
Net shortfall amortization installment of oustanding balance	2018-12-31	569,890
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	481,067
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	481,067
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	484,994
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	5,768,279
Acturial value of plan assets	2017-12-31	5,768,279
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	15,657
Active participant vested funding target	2017-12-31	5,523,633
Number of active participants	2017-12-31	25
Total funding liabilities for active participants	2017-12-31	5,523,633
Total participant count	2017-12-31	27
Total funding target for all participants	2017-12-31	5,539,290
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	18,665
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	18,665
Present value of excess contributions	2017-12-31	26,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	26,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	19,856
Total employer contributions	2017-12-31	355,574
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	350,732
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	347,440
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	139,399
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	139,399
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	350,732
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTHWESTERN WOMEN S HEALTH ASSOCIATES, S.C. CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	4,434,133
Acturial value of plan assets	2016-12-31	4,434,133
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,696
Active participant vested funding target	2016-12-31	4,965,911
Number of active participants	2016-12-31	23
Total funding liabilities for active participants	2016-12-31	4,966,314
Total participant count	2016-12-31	24
Total funding target for all participants	2016-12-31	4,968,010
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	62,459
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	43,153
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	19,306
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	18,665
Total employer contributions	2016-12-31	350,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	344,498
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	219,146
Net shortfall amortization installment of oustanding balance	2016-12-31	553,595
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	318,208
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	318,208
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	344,498
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	NORTHWESTERN WOMEN S HEALTH ASSOCIATES S.C.
Employer identification number (EIN):	363994444
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)