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WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN
Plan identification number 001

WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

WOMAN'S CLINIC OF MONROE AMC has sponsored the creation of one or more 401k plans.

Company Name:WOMAN'S CLINIC OF MONROE AMC
Employer identification number (EIN):720693602
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JENNY WILLS2023-05-01
0012021-01-01DEBRA LAVENDER2022-10-03
0012020-01-01DEBRA LAVENDER2021-07-26
0012019-01-01DEBRA LAVENDER2020-08-24
0012018-01-01CRUSE B. FLOWERS2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01MELISSA TERITO
0012014-01-01MELISSA TERITO
0012013-01-01JERRY BARNES JERRY BARNES2014-09-29
0012012-01-01JERRY BARNES JERRY BARNES2013-06-21
0012011-01-01DAVID WINKLER
0012010-01-01DAVID WINKLER2011-07-06

Plan Statistics for WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0199
Total number of active participants reported on line 7a of the Form 55002022-01-0157
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0188
Number of participants with account balances2022-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01112
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0191
Number of participants with account balances2021-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01134
Total number of active participants reported on line 7a of the Form 55002020-01-0167
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Number of participants with account balances2020-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01131
Total number of active participants reported on line 7a of the Form 55002019-01-0176
Number of retired or separated participants receiving benefits2019-01-0131
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01128
Number of participants with account balances2019-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0173
Number of retired or separated participants receiving benefits2018-01-0134
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01125
Number of participants with account balances2018-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01122
Number of participants with account balances2017-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01108
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01111
Number of participants with account balances2015-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-0180
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01112
Number of participants with account balances2014-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-0187
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01110
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01107
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01109
Number of participants with account balances2012-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01115
Total number of active participants reported on line 7a of the Form 55002011-01-0180
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01100
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,052,775
Expenses. Total of all expenses incurred2022-12-31$1,194,894
Benefits paid (including direct rollovers)2022-12-31$1,113,368
Total plan assets at end of year2022-12-31$9,631,757
Total plan assets at beginning of year2022-12-31$11,879,426
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$224,270
Other income received2022-12-31$-1,519,903
Net income (gross income less expenses)2022-12-31$-2,247,669
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,631,757
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,879,426
Assets. Value of participant loans2022-12-31$156,363
Assets. Value of assets in partnership/joint-venture interests2022-12-31$205,949
Total contributions received or receivable from employer(s)2022-12-31$242,858
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$81,526
2021 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,819,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,111,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,982,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$535,794
Value of total assets at end of year2021-12-31$11,879,426
Value of total assets at beginning of year2021-12-31$22,170,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$128,761
Total interest from all sources2021-12-31$18,234
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$362,521
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$352,475
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$253,023
Participant contributions at end of year2021-12-31$224,061
Participant contributions at beginning of year2021-12-31$260,301
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-10,291,474
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,879,426
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,170,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$176,524
Assets. partnership/joint venture interests at beginning of year2021-12-31$226,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,910,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,321,813
Interest on participant loans2021-12-31$17,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$285,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$945,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$945,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,903,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$282,771
Employer contributions (assets) at end of year2021-12-31$282,771
Employer contributions (assets) at beginning of year2021-12-31$203,085
Income. Dividends from common stock2021-12-31$10,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,982,676
Contract administrator fees2021-12-31$128,761
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,209,950
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LAPORTE CPAS & BUSINESS ADVISORS
Accountancy firm EIN2021-12-31721088864
2020 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,314,220
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,065,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$922,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$392,827
Value of total assets at end of year2020-12-31$22,170,900
Value of total assets at beginning of year2020-12-31$20,922,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$142,750
Total interest from all sources2020-12-31$17,738
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$441,859
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$420,538
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$189,742
Participant contributions at end of year2020-12-31$260,301
Participant contributions at beginning of year2020-12-31$235,312
Participant contributions at end of year2020-12-31$3,303
Participant contributions at beginning of year2020-12-31$39,500
Other income not declared elsewhere2020-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,248,580
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,170,900
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,922,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$226,973
Assets. partnership/joint venture interests at beginning of year2020-12-31$217,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,321,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,129,135
Interest on participant loans2020-12-31$11,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$945,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,094,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,094,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,461,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$203,085
Employer contributions (assets) at end of year2020-12-31$203,085
Employer contributions (assets) at beginning of year2020-12-31$227,111
Income. Dividends from common stock2020-12-31$21,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$922,890
Contract administrator fees2020-12-31$142,750
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,209,950
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$979,423
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LAPORTE CPAS & BUSINESS ADVISORS
Accountancy firm EIN2020-12-31721088864
2019 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,851,871
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$408,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$262,217
Expenses. Certain deemed distributions of participant loans2019-12-31$6,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$437,387
Value of total assets at end of year2019-12-31$20,922,320
Value of total assets at beginning of year2019-12-31$17,478,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,513
Total interest from all sources2019-12-31$39,507
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$509,255
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$509,255
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$210,276
Participant contributions at end of year2019-12-31$235,312
Participant contributions at beginning of year2019-12-31$231,752
Participant contributions at end of year2019-12-31$39,500
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,443,340
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,922,320
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,478,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$217,634
Assets. partnership/joint venture interests at beginning of year2019-12-31$182,286
Investment advisory and management fees2019-12-31$139,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,129,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,945,085
Interest on participant loans2019-12-31$13,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,094,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,856,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,856,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$25,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,865,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$227,111
Employer contributions (assets) at end of year2019-12-31$227,111
Employer contributions (assets) at beginning of year2019-12-31$430,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$262,217
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$979,423
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$832,496
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LAPORTE CPAS & BUSINESS ADVISORS
Accountancy firm EIN2019-12-31721088864
2018 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-230,341
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,678,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,530,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$679,138
Value of total assets at end of year2018-12-31$17,478,980
Value of total assets at beginning of year2018-12-31$22,387,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$148,090
Total interest from all sources2018-12-31$34,883
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$729,004
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$729,004
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$443,541
Administrative expenses professional fees incurred2018-12-31$5,450
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$226,353
Participant contributions at end of year2018-12-31$231,752
Participant contributions at beginning of year2018-12-31$250,282
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,908,928
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,478,980
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,387,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$182,286
Assets. partnership/joint venture interests at beginning of year2018-12-31$151,433
Investment advisory and management fees2018-12-31$142,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,945,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,669,036
Interest on participant loans2018-12-31$13,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,856,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,840,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,840,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,673,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$431,099
Employer contributions (assets) at end of year2018-12-31$430,888
Employer contributions (assets) at beginning of year2018-12-31$522,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,530,497
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$832,496
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$9,510,049
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LAPORTE CPAS & BUSINESS ADVISORS
Accountancy firm EIN2018-12-31721088864
2017 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,822,147
Expenses. Total of all expenses incurred2017-12-31$1,200,923
Benefits paid (including direct rollovers)2017-12-31$1,043,061
Total plan assets at end of year2017-12-31$22,387,908
Total plan assets at beginning of year2017-12-31$19,766,684
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$226,259
Other income received2017-12-31$3,073,182
Net income (gross income less expenses)2017-12-31$2,621,224
Net plan assets at end of year (total assets less liabilities)2017-12-31$22,387,908
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$19,766,684
Assets. Value of participant loans2017-12-31$250,282
Assets. Value of assets in partnership/joint-venture interests2017-12-31$151,434
Assets. Value of real-estate (other than employer real property)2017-12-31$443,541
Total contributions received or receivable from employer(s)2017-12-31$522,706
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$157,862
2016 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,958,075
Expenses. Total of all expenses incurred2016-12-31$371,724
Benefits paid (including direct rollovers)2016-12-31$219,672
Total plan assets at end of year2016-12-31$19,766,684
Total plan assets at beginning of year2016-12-31$18,180,333
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$247,340
Contributions received from other sources (not participants or employers)2016-12-31$3,927
Other income received2016-12-31$1,166,048
Net income (gross income less expenses)2016-12-31$1,586,351
Net plan assets at end of year (total assets less liabilities)2016-12-31$19,766,684
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$18,180,333
Assets. Value of participant loans2016-12-31$366,347
Assets. Value of assets in partnership/joint-venture interests2016-12-31$306,551
Total contributions received or receivable from employer(s)2016-12-31$540,760
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$152,052
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$478,770
Expenses. Total of all expenses incurred2015-12-31$665,402
Benefits paid (including direct rollovers)2015-12-31$530,875
Total plan assets at end of year2015-12-31$18,180,333
Total plan assets at beginning of year2015-12-31$18,366,965
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$199,369
Contributions received from other sources (not participants or employers)2015-12-31$41,000
Other income received2015-12-31$-285,465
Net income (gross income less expenses)2015-12-31$-186,632
Net plan assets at end of year (total assets less liabilities)2015-12-31$18,180,333
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$18,366,965
Assets. Value of participant loans2015-12-31$328,752
Assets. Value of assets in partnership/joint-venture interests2015-12-31$78,473
Total contributions received or receivable from employer(s)2015-12-31$523,866
Value of certain deemed distributions of participant loans2015-12-31$134,527
2014 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,826,622
Expenses. Total of all expenses incurred2014-12-31$1,425,921
Benefits paid (including direct rollovers)2014-12-31$1,319,029
Total plan assets at end of year2014-12-31$18,366,965
Total plan assets at beginning of year2014-12-31$17,966,264
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$223,651
Other income received2014-12-31$1,039,770
Net income (gross income less expenses)2014-12-31$400,701
Net plan assets at end of year (total assets less liabilities)2014-12-31$18,366,965
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$17,966,264
Assets. Value of participant loans2014-12-31$307,130
Assets. Value of assets in partnership/joint-venture interests2014-12-31$44,340
Total contributions received or receivable from employer(s)2014-12-31$563,201
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$106,892
2013 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$3,308,102
Expenses. Total of all expenses incurred2013-12-31$1,769,154
Benefits paid (including direct rollovers)2013-12-31$1,645,315
Total plan assets at end of year2013-12-31$17,966,264
Total plan assets at beginning of year2013-12-31$16,427,316
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$191,877
Contributions received from other sources (not participants or employers)2013-12-31$3,590
Other income received2013-12-31$2,536,454
Net income (gross income less expenses)2013-12-31$1,538,948
Net plan assets at end of year (total assets less liabilities)2013-12-31$17,966,264
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$16,427,316
Assets. Value of participant loans2013-12-31$367,017
Assets. Value of assets in partnership/joint-venture interests2013-12-31$25,000
Total contributions received or receivable from employer(s)2013-12-31$576,181
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$123,839
2012 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,700,782
Expenses. Total of all expenses incurred2012-12-31$2,869,905
Benefits paid (including direct rollovers)2012-12-31$2,752,477
Total plan assets at end of year2012-12-31$16,427,316
Total plan assets at beginning of year2012-12-31$16,596,439
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$172,795
Other income received2012-12-31$1,994,754
Net income (gross income less expenses)2012-12-31$-169,123
Net plan assets at end of year (total assets less liabilities)2012-12-31$16,427,316
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$16,596,439
Assets. Value of participant loans2012-12-31$244,632
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,060,800
Total contributions received or receivable from employer(s)2012-12-31$533,233
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$117,428
2011 : WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,172,631
Expenses. Total of all expenses incurred2011-12-31$1,403,014
Benefits paid (including direct rollovers)2011-12-31$1,267,978
Total plan assets at end of year2011-12-31$16,596,439
Total plan assets at beginning of year2011-12-31$16,826,822
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$177,790
Other income received2011-12-31$449,404
Net income (gross income less expenses)2011-12-31$-230,383
Net plan assets at end of year (total assets less liabilities)2011-12-31$16,596,439
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$16,826,822
Assets. Value of participant loans2011-12-31$305,063
Assets. Value of assets in partnership/joint-venture interests2011-12-31$3,539,250
Total contributions received or receivable from employer(s)2011-12-31$545,437
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$135,036

Form 5500 Responses for WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN

2022: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOMAN'S CLINIC OF MONROE AMC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number319-83526
Policy instance 1
Insurance contract or identification number319-83526
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number1
Policy instance 1
Insurance contract or identification number1
Number of Individuals Covered0
Insurance policy start date2021-11-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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