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OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 401k Plan overview

Plan NameOXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN
Plan identification number 005

OXFORD CLINIC FOR WOMEN 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.
  • 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):823903830
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 SignedName of Company SponsorDate Sponsor Signed
0052022-01-01WILLIAM HENDERSON2023-09-25 WILLIAM HENDERSON2023-09-25
0052021-01-01WILLIAM HENDERSON2022-10-11 WILLIAM HENDERSON2022-10-11
0052020-01-01RONALD BLAKE SMITH MD2021-09-29 RONALD BLAKE SMITH MD2021-09-29

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
2022: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129
Total number of active participants reported on line 7a of the Form 55002022-01-0118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0127
Number of participants with account balances2022-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0119
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 participants2021-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0128
Number of participants with account balances2021-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0136
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0136
Number of participants with account balances2020-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012

Financial Data on OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN

Measure Date Value
2022 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 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$0
Total income from all sources2022-12-31$-1,117,238
Expenses. Total of all expenses incurred2022-12-31$100,138
Benefits paid (including direct rollovers)2022-12-31$51,436
Total plan assets at end of year2022-12-31$7,269,641
Total plan assets at beginning of year2022-12-31$8,487,017
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$104,078
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,378,884
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,217,376
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,269,641
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,487,017
Assets. Value of assets in partnership/joint-venture interests2022-12-31$105,650
Total contributions received or receivable from employer(s)2022-12-31$157,568
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$48,702
2021 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2021 401k financial data
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$1,569,626
Expenses. Total of all expenses incurred2021-12-31$52,419
Benefits paid (including direct rollovers)2021-12-31$11,993
Total plan assets at end of year2021-12-31$8,487,017
Total plan assets at beginning of year2021-12-31$6,969,810
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$106,561
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$145,621
Other income received2021-12-31$1,153,753
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,517,207
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,487,017
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,969,810
Assets. Value of assets in partnership/joint-venture interests2021-12-31$100,864
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$2,989
Total contributions received or receivable from employer(s)2021-12-31$163,691
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$40,426
2020 : OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN 2020 401k financial data
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$1,277,666
Expenses. Total of all expenses incurred2020-12-31$297,783
Benefits paid (including direct rollovers)2020-12-31$262,138
Total plan assets at end of year2020-12-31$6,969,810
Total plan assets at beginning of year2020-12-31$5,989,927
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$97,284
Contributions received from other sources (not participants or employers)2020-12-31$151,153
Other income received2020-12-31$899,125
Net income (gross income less expenses)2020-12-31$979,883
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,969,810
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,989,927
Assets. Value of assets in partnership/joint-venture interests2020-12-31$69,281
Total contributions received or receivable from employer(s)2020-12-31$130,104
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$35,645

Form 5500 Responses for OXFORD CLINIC FOR WOMEN PROFIT SHARING PLAN

2022: OXFORD CLINIC FOR WOMEN 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: OXFORD CLINIC FOR WOMEN 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: OXFORD CLINIC FOR WOMEN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510471-01
Policy instance 1
Insurance contract or identification number510471-01
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510471-01
Policy instance 1
Insurance contract or identification number510471-01
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-805834
Policy instance 1
Insurance contract or identification numberGA-805834
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,251
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
Amount paid for insurance broker fees1251
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510471-01
Policy instance 2
Insurance contract or identification number510471-01
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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

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