401k Plan data: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN plan

OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 401k Plan overview

Plan Name	OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN
Plan identification number	005

OXFORD CLINIC FOR WOMEN PROFIT SHARING 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.
Plan covering Self-Employed individuals.
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

OXFORD CLINIC FOR WOMEN has sponsored the creation of one or more 401k plans.

Company Name: OXFORD CLINIC FOR WOMEN

Employer identification number (EIN): 640468661

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2019-01-01 RONALD BLAKE SMITH MD 2020-09-22 RONALD BLAKE SMITH MD 2020-09-22
005 2018-01-01 RONALD BLAKE SMITH MD 2019-09-10 RONALD BLAKE SMITH MD 2019-09-10
005 2017-01-01
005 2016-01-01 RONALD SMITH RONALD SMITH 2017-10-02
005 2015-01-01 BO MARTIN BO MARTIN 2016-09-13
005 2014-01-01 JERRY K. MARTIN JERRY K. MARTIN 2015-10-08
005 2013-01-01 JERRY MARTIN JERRY MARTIN 2014-10-02
005 2012-01-01 JERRY K MARTIN 2013-10-10 JERRY K MARTIN 2013-10-10
005 2011-01-01 BO MARTIN 2012-10-08 BO MARTIN 2012-10-08
005 2010-01-01 BO MARTIN 2011-09-29 BO MARTIN 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2019-01-01	RONALD BLAKE SMITH MD	2020-09-22	RONALD BLAKE SMITH MD	2020-09-22
005	2018-01-01	RONALD BLAKE SMITH MD	2019-09-10	RONALD BLAKE SMITH MD	2019-09-10
005	2017-01-01
005	2016-01-01	RONALD SMITH		RONALD SMITH	2017-10-02
005	2015-01-01	BO MARTIN		BO MARTIN	2016-09-13
005	2014-01-01	JERRY K. MARTIN		JERRY K. MARTIN	2015-10-08
005	2013-01-01	JERRY MARTIN		JERRY MARTIN	2014-10-02
005	2012-01-01	JERRY K MARTIN	2013-10-10	JERRY K MARTIN	2013-10-10
005	2011-01-01	BO MARTIN	2012-10-08	BO MARTIN	2012-10-08
005	2010-01-01	BO MARTIN	2011-09-29	BO MARTIN	2011-09-29

Plan Statistics for OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN

401k plan membership statisitcs for OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN

Measure Date Value
2019: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 18
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 34
Number of participants with account balances 2019-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 17
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 10
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
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 11
Total of all active and inactive participants 2016-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 28
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
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 11
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
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 10
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2019: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	18
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	34
Number of participants with account balances	2019-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	17
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	10
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
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	11
Total of all active and inactive participants	2016-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	28
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
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	11
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
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	10
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN

Measure	Date	Value
2019 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$1,442
Total income from all sources	2019-12-31	$1,217,058
Expenses. Total of all expenses incurred	2019-12-31	$20,234
Total plan assets at end of year	2019-12-31	$5,989,927
Total plan assets at beginning of year	2019-12-31	$4,794,545
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$87,684
Other income received	2019-12-31	$991,102
Net income (gross income less expenses)	2019-12-31	$1,196,824
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,989,927
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,793,103
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$87,213
Total contributions received or receivable from employer(s)	2019-12-31	$138,272
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$20,234
2018 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,442
Total plan liabilities at beginning of year	2018-12-31	$1,502
Total income from all sources	2018-12-31	$-116,637
Expenses. Total of all expenses incurred	2018-12-31	$22,224
Total plan assets at end of year	2018-12-31	$4,794,545
Total plan assets at beginning of year	2018-12-31	$4,933,466
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$80,391
Other income received	2018-12-31	$-333,680
Net income (gross income less expenses)	2018-12-31	$-138,861
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,793,103
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,931,964
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$68,938
Total contributions received or receivable from employer(s)	2018-12-31	$136,652
Value of corrective distributions	2018-12-31	$94
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,502
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$840,787
Expenses. Total of all expenses incurred	2017-12-31	$257,987
Benefits paid (including direct rollovers)	2017-12-31	$233,148
Total plan assets at end of year	2017-12-31	$4,933,466
Total plan assets at beginning of year	2017-12-31	$4,349,164
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$78,440
Other income received	2017-12-31	$644,990
Net income (gross income less expenses)	2017-12-31	$582,800
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,931,964
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,349,164
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$65,781
Total contributions received or receivable from employer(s)	2017-12-31	$117,357
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$24,839
2016 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$565,425
Expenses. Total of all expenses incurred	2016-12-31	$21,280
Benefits paid (including direct rollovers)	2016-12-31	$311
Total plan assets at end of year	2016-12-31	$4,349,164
Total plan assets at beginning of year	2016-12-31	$3,805,019
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$84,802
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$328,481
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$544,145
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,349,164
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,805,019
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$57,771
Total contributions received or receivable from employer(s)	2016-12-31	$152,142
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$20,969
2015 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$193,794
Expenses. Total of all expenses incurred	2015-12-31	$27,149
Benefits paid (including direct rollovers)	2015-12-31	$2,826
Total plan assets at end of year	2015-12-31	$3,805,019
Total plan assets at beginning of year	2015-12-31	$3,638,374
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$86,952
Expenses. Other expenses not covered elsewhere	2015-12-31	$79
Other income received	2015-12-31	$-36,052
Net income (gross income less expenses)	2015-12-31	$166,645
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,805,019
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,638,374
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$59,578
Total contributions received or receivable from employer(s)	2015-12-31	$142,894
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$24,244
2014 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$389,722
Expenses. Total of all expenses incurred	2014-12-31	$31,580
Benefits paid (including direct rollovers)	2014-12-31	$13,170
Total plan assets at end of year	2014-12-31	$3,638,374
Total plan assets at beginning of year	2014-12-31	$3,280,232
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$82,847
Other income received	2014-12-31	$141,159
Net income (gross income less expenses)	2014-12-31	$358,142
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,638,374
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,280,232
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$52,675
Total contributions received or receivable from employer(s)	2014-12-31	$165,716
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$18,410
2013 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$706,673
Expenses. Total of all expenses incurred	2013-12-31	$19,304
Benefits paid (including direct rollovers)	2013-12-31	$3,753
Total plan assets at end of year	2013-12-31	$3,280,232
Total plan assets at beginning of year	2013-12-31	$2,592,863
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$83,797
Expenses. Other expenses not covered elsewhere	2013-12-31	$45
Other income received	2013-12-31	$456,869
Net income (gross income less expenses)	2013-12-31	$687,369
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,280,232
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,592,863
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$51,000
Total contributions received or receivable from employer(s)	2013-12-31	$166,007
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,506

Form 5500 Responses for OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN

2019: OXFORD CLINIC FOR WOMEN 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OXFORD CLINIC FOR WOMEN 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OXFORD CLINIC FOR WOMEN 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OXFORD CLINIC FOR WOMEN 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OXFORD CLINIC FOR WOMEN 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OXFORD CLINIC FOR WOMEN 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OXFORD CLINIC FOR WOMEN 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-805834

Policy instance

Insurance contract or identification number	GA-805834
Number of Individuals Covered	31
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,850
Total amount of fees paid to insurance company	USD $1,160
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,850
Insurance broker organization code?	3
Amount paid for insurance broker fees	1160
Additional information about fees paid to insurance broker	TPA ALLOWANCE

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-805834

Policy instance

Insurance contract or identification number	GA-805834
Number of Individuals Covered	25
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,368
Total amount of fees paid to insurance company	USD $1,296
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,368
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA ALLOWANCE
Insurance broker name	BURLEIGH CONSULTING GROUP INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-805834

Policy instance

Insurance contract or identification number	GA-805834
Number of Individuals Covered	26
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,852
Total amount of fees paid to insurance company	USD $857
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $6,852
Insurance broker organization code?	3
Amount paid for insurance broker fees	857
Additional information about fees paid to insurance broker	TPA ALLOWANCE
Insurance broker name	BURLEIGH CONSULTING GROUP INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-805834

Policy instance

Insurance contract or identification number	GA-805834
Number of Individuals Covered	24
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,120
Total amount of fees paid to insurance company	USD $765
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $6,120
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	765
Insurance broker name	BURLEIGH CONSULTING GROUP INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-805834

Policy instance

Insurance contract or identification number	GA-805834
Number of Individuals Covered	24
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,773
Total amount of fees paid to insurance company	USD $597
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,773
Insurance broker organization code?	3
Amount paid for insurance broker fees	597
Additional information about fees paid to insurance broker	TPA ALLOWANCE
Insurance broker name	BURLEIGH CONSULTING GROUP INC

Potentially related plans

OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN [EIN = 823903830]

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Company Name:	OXFORD CLINIC FOR WOMEN
Employer identification number (EIN):	640468661
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)