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OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 401k Plan overview

Plan NameOVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN
Plan identification number 002

OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. has sponsored the creation of one or more 401k plans.

Company Name:OVERLAKE REPRODUCTIVE HEALTH, INC., P.S.
Employer identification number (EIN):911796570
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01LISA FRANK JOHNSON2013-10-08 LISA FRANK JOHNSON2013-10-08
0022011-01-01LISA JOHNSON2012-10-12
0022010-01-01LISA JOHNSON2011-10-12
0022009-01-01LISA JOHNSON
0022009-01-01LISA JOHNSON

Plan Statistics for OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN

401k plan membership statisitcs for OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN

Measure Date Value
2025: OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1033
Total number of particpants at end of year2025-10-100
Number of Participants With Account Balances2025-10-100
2024: OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-0533
Total number of particpants at end of year2024-09-0530
Number of Participants With Account Balances2024-09-0530
2022: OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-3033
Total number of particpants at end of year2022-09-3031
Number of Participants With Account Balances2022-09-3031
2009: OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN

Measure Date Value
2025 : OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-10-1619799
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-101940569
Net assets as of the end of the plan year2025-10-100
Total assets as of the beginning of the plan year2025-10-103221288
Value of plan covered by a fidelity bond2025-10-10445229
Participant contributions to plan in this plan year2025-10-1078824
Value of participant loans at end of plan year2025-10-100
Other expenses paid from plan in this plan year2025-10-1023191
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10225990
Plan net income in this plan year2025-10-10-1601489
Net assets as of the end of the plan year2025-10-100
Net assets as of the beginning of the plan year2025-10-103221288
Employer contributions to plan in this plan year2025-10-1034266
Fees paid to broker by Benefit Provider2025-10-108041
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-105600
2024 : OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-050
Total liabilities as of the end of the plan year2024-09-050
Total liabilities as of the beginning of the plan year2024-09-050
Total expenses incurred by plan in this plan year2024-09-05131673
Net assets as of the end of the plan year2024-09-053221288
Total assets as of the beginning of the plan year2024-09-052912405
Value of plan covered by a fidelity bond2024-09-05435229
Participant contributions to plan in this plan year2024-09-05115768
Value of participant loans at end of plan year2024-09-055760
Other expenses paid from plan in this plan year2024-09-050
Other contributions to plan in this plan year2024-09-050
Other income to plan in this plan year2024-09-05279819
Plan net income in this plan year2024-09-05308883
Net assets as of the end of the plan year2024-09-053221288
Net assets as of the beginning of the plan year2024-09-052912405
Value of contributions failed to transmitted timely2024-09-051275
Employer contributions to plan in this plan year2024-09-0544969
Fees paid to broker by Benefit Provider2024-09-053775
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0522104
2022 : OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-30962
Total liabilities as of the beginning of the plan year2022-09-300
Total expenses incurred by plan in this plan year2022-09-3038434
Net assets as of the end of the plan year2022-09-302985618
Total assets as of the beginning of the plan year2022-09-302569740
Value of plan covered by a fidelity bond2022-09-30440000
Participant contributions to plan in this plan year2022-09-30128382
Value of participant loans at end of plan year2022-09-3052648
Other income to plan in this plan year2022-09-30230486
Plan net income in this plan year2022-09-30414916
Net assets as of the end of the plan year2022-09-302984656
Net assets as of the beginning of the plan year2022-09-302569740
Employer contributions to plan in this plan year2022-09-3094482
Fees paid to broker by Benefit Provider2022-09-308194
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-307144

Form 5500 Responses for OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN

2009: OVERLAKE REPRODUCTIVE HEALTH, INC., P.S. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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