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WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameWOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOMEN'S INTEGRATED HEALTHCARE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:WOMEN'S INTEGRATED HEALTHCARE, P.A.
Employer identification number (EIN):752924037
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WENDY KINDRICK, DO2018-06-29
0012016-01-01KRISTA WHITE2017-05-31
0012015-01-01KRISTA WHITE2016-05-18
0012014-01-01BARBARA COULTER SMITH2015-07-23
0012013-01-01BARBARA COULTER-SMITH2014-08-05 BARBARA COULTER-SMITH2014-08-05
0012012-01-01KAREN CARR2013-02-22 BARBARA COULTER-SMITH2013-02-25
0012011-01-01KAREN CARR2012-07-02 BARBARA COULTER-SMITH2012-07-02
0012010-01-01KAREN CARR2011-04-06 KAREN CARR2011-04-06

Plan Statistics for WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0134
Total number of active participants reported on line 7a of the Form 55002022-01-0127
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0138
Number of participants with account balances2022-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0134
Number of participants with account balances2021-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0136
Total number of active participants reported on line 7a of the Form 55002020-01-0126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0135
Number of participants with account balances2020-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0131
Total number of active participants reported on line 7a of the Form 55002019-01-0127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0136
Number of participants with account balances2019-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0142
Total number of active participants reported on line 7a of the Form 55002018-01-0131
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0131
Number of participants with account balances2018-01-0111

Financial Data on WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-369,274
Expenses. Total of all expenses incurred2022-12-31$128,715
Benefits paid (including direct rollovers)2022-12-31$125,727
Total plan assets at end of year2022-12-31$3,926,890
Total plan assets at beginning of year2022-12-31$4,424,879
Value of fidelity bond covering the plan2022-12-31$400,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$154,467
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$41,437
Other income received2022-12-31$-797,223
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-497,989
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,926,890
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,424,879
Assets. Value of participant loans2022-12-31$55,096
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$232,045
Value of certain deemed distributions of participant loans2022-12-31$2,216
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$772
2021 : WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$918,120
Expenses. Total of all expenses incurred2021-12-31$103,674
Benefits paid (including direct rollovers)2021-12-31$103,284
Total plan assets at end of year2021-12-31$4,424,879
Total plan assets at beginning of year2021-12-31$3,610,433
Value of fidelity bond covering the plan2021-12-31$400,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$124,441
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$37,908
Other income received2021-12-31$521,895
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$814,446
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,424,879
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,610,433
Assets. Value of participant loans2021-12-31$40,368
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$233,876
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$390
2020 : WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$826,150
Expenses. Total of all expenses incurred2020-12-31$757,981
Benefits paid (including direct rollovers)2020-12-31$756,814
Total plan assets at end of year2020-12-31$3,610,433
Total plan assets at beginning of year2020-12-31$3,542,264
Value of fidelity bond covering the plan2020-12-31$400,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$109,297
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$494,749
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$68,169
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,610,433
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,542,264
Assets. Value of participant loans2020-12-31$60,904
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$222,104
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$1,091
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$76
2019 : WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$800,894
Expenses. Total of all expenses incurred2019-12-31$15,985
Benefits paid (including direct rollovers)2019-12-31$15,872
Total plan assets at end of year2019-12-31$3,542,264
Total plan assets at beginning of year2019-12-31$2,757,355
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$119,812
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$600,567
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$784,909
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,542,264
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,757,355
Assets. Value of participant loans2019-12-31$82,305
Total contributions received or receivable from employer(s)2019-12-31$80,515
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$113
2018 : WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-64,192
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,757,355
Total plan assets at beginning of year2018-12-31$2,821,547
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$9,041
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-80,336
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-64,192
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,757,355
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,821,547
Assets. Value of participant loans2018-12-31$67,125
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$7,103
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0

Form 5500 Responses for WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST

2022: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 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: WOMENS INTEGRATED HEALTH 401 K PROFIT SHARING PLAN TRUST 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number113874
Policy instance 1
Insurance contract or identification number113874
Insurance policy start date2018-01-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $5,863
Total amount of fees paid to insurance companyUSD $1,649
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $5,863
Amount paid for insurance broker fees0

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