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WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

WOMEN'S HEALTH PROFESSIONALS, LLP 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.
  • 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.

401k Sponsoring company profile

SQUARE CARE MEDICAL GROUP, LLP has sponsored the creation of one or more 401k plans.

Company Name:SQUARE CARE MEDICAL GROUP, LLP
Employer identification number (EIN):202652680
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEVIN CIRILLO KEVIN CIRILLO2018-10-11
0012016-01-01KEVIN CIRILLO
0012016-01-01
0012015-01-01KEVIN CIRILLO
0012015-01-01KEVIN CIRILLO
0012014-01-01KEVIN CIRILLO
0012013-01-01KEVIN CIRILLO KEVIN CIRILLO2014-10-15
0012012-01-01KEVIN CIRILLO KEVIN CIRILLO2013-10-15
0012011-01-01SHARI FOLEY KEVIN CIRILLO2012-10-12
0012009-01-01GEORGE GENTILESCO GEORGE GENTILESCO2010-10-14

Plan Statistics for WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01349
Total number of active participants reported on line 7a of the Form 55002023-01-01259
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01139
Total of all active and inactive participants2023-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01398
Number of participants with account balances2023-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0113
2022: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01336
Total number of active participants reported on line 7a of the Form 55002022-01-01263
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01371
Number of participants with account balances2022-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01369
Total number of active participants reported on line 7a of the Form 55002021-01-01272
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01329
Number of participants with account balances2021-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01262
Total number of active participants reported on line 7a of the Form 55002020-01-01303
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01349
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01253
Total number of active participants reported on line 7a of the Form 55002019-01-01229
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01251
Number of participants with account balances2019-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01240
Total number of active participants reported on line 7a of the Form 55002018-01-01222
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01236
Number of participants with account balances2018-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01248
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01205
Number of participants with account balances2017-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01251
Total number of active participants reported on line 7a of the Form 55002016-01-01235
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01240
Number of participants with account balances2016-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01235
Total number of active participants reported on line 7a of the Form 55002015-01-01210
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01220
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01200
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01204
Number of participants with account balances2014-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01272
Total number of active participants reported on line 7a of the Form 55002013-01-01207
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01211
Number of participants with account balances2013-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01221
Total number of active participants reported on line 7a of the Form 55002012-01-01230
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01233
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01233
Total number of active participants reported on line 7a of the Form 55002011-01-01231
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01236
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01192
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01191
Number of participants with account balances2009-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total transfer of assets from this plan2023-12-31$135,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$10,385
Total income from all sources (including contributions)2023-12-31$6,756,314
Total of all expenses incurred2023-12-31$2,616,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,524,512
Expenses. Certain deemed distributions of participant loans2023-12-31$26,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,972,174
Value of total assets at end of year2023-12-31$27,385,199
Value of total assets at beginning of year2023-12-31$23,370,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$65,546
Total interest from all sources2023-12-31$7,377
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$176,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$176,687
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,288,359
Participant contributions at end of year2023-12-31$142,917
Participant contributions at beginning of year2023-12-31$126,371
Participant contributions at end of year2023-12-31$39,204
Participant contributions at beginning of year2023-12-31$50,549
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$81,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$2,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$10,385
Total non interest bearing cash at end of year2023-12-31$627
Total non interest bearing cash at beginning of year2023-12-31$444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,139,984
Value of net assets at end of year (total assets less liabilities)2023-12-31$27,374,814
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,370,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$18,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,462,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,014,574
Interest on participant loans2023-12-31$7,376
Value of interest in common/collective trusts at end of year2023-12-31$17,504,859
Value of interest in common/collective trusts at beginning of year2023-12-31$17,965,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$204,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$120,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$120,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$843,193
Net investment gain or loss from common/collective trusts2023-12-31$2,756,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,601,971
Employer contributions (assets) at end of year2023-12-31$1,010,724
Employer contributions (assets) at beginning of year2023-12-31$1,073,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,524,512
Contract administrator fees2023-12-31$42,485
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$17,306
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$16,868
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WILLIAMS OVERMAN PIERCE
Accountancy firm EIN2023-12-31560131342
2022 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,892,243
Total of all expenses incurred2022-12-31$1,505,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,456,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,207,848
Value of total assets at end of year2022-12-31$23,370,384
Value of total assets at beginning of year2022-12-31$26,768,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,612
Total interest from all sources2022-12-31$7,968
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$153,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$153,487
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,403,906
Participant contributions at end of year2022-12-31$126,371
Participant contributions at beginning of year2022-12-31$114,456
Participant contributions at end of year2022-12-31$50,549
Participant contributions at beginning of year2022-12-31$47,048
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$115,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,774
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,658
Administrative expenses (other) incurred2022-12-31$1,578
Total non interest bearing cash at end of year2022-12-31$444
Total non interest bearing cash at beginning of year2022-12-31$8,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,398,236
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,370,384
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,768,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,014,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,433,483
Interest on participant loans2022-12-31$6,474
Value of interest in common/collective trusts at end of year2022-12-31$17,965,012
Value of interest in common/collective trusts at beginning of year2022-12-31$4,899,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$120,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$255,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$255,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,261,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,688,436
Employer contributions (assets) at end of year2022-12-31$1,073,823
Employer contributions (assets) at beginning of year2022-12-31$980,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,456,381
Contract administrator fees2022-12-31$29,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$16,868
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$27,875
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILLIAMS OVERMAN PIERCE
Accountancy firm EIN2022-12-31561031342
2021 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,930,810
Total of all expenses incurred2021-12-31$1,568,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,478,180
Expenses. Certain deemed distributions of participant loans2021-12-31$4,951
Value of total corrective distributions2021-12-31$21,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,964,275
Value of total assets at end of year2021-12-31$26,768,620
Value of total assets at beginning of year2021-12-31$23,406,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,180
Total interest from all sources2021-12-31$8,773
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,297,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,297,607
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,238,679
Participant contributions at end of year2021-12-31$114,456
Participant contributions at beginning of year2021-12-31$85,253
Participant contributions at end of year2021-12-31$47,048
Participant contributions at beginning of year2021-12-31$1,028
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$108,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$23,303,292
Total non interest bearing cash at end of year2021-12-31$8,781
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,362,572
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,768,620
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,406,048
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
Investment advisory and management fees2021-12-31$18,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,433,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,681
Interest on participant loans2021-12-31$8,515
Value of interest in common/collective trusts at end of year2021-12-31$4,899,823
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$255,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$13,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$125,133
Net investment gain or loss from common/collective trusts2021-12-31$535,022
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$1,616,796
Employer contributions (assets) at end of year2021-12-31$980,321
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,478,180
Contract administrator fees2021-12-31$45,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$27,875
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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 name2021-12-31WILLIAMS OVERMAN PIERCE, LLP
Accountancy firm EIN2021-12-31560131342
2020 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$19,081,639
Total transfer of assets from this plan2020-12-31$9,456
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$1,083,911
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$611,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$591,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$529,553
Value of total assets at end of year2020-12-31$23,406,048
Value of total assets at beginning of year2020-12-31$3,861,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,575
Total interest from all sources2020-12-31$2,243
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$182,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$182,418
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$487,753
Participant contributions at end of year2020-12-31$85,253
Participant contributions at beginning of year2020-12-31$18,715
Participant contributions at end of year2020-12-31$1,028
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$23,303,292
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$471,982
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,406,048
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,861,883
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,154,598
Interest on participant loans2020-12-31$2,243
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$688,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$369,697
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$591,354
Contract administrator fees2020-12-31$20,575
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 name2020-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2020-12-31133418879
2019 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$1,150,004
Total income from all sources (including contributions)2019-12-31$1,150,004
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$173,187
Total of all expenses incurred2019-12-31$173,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$156,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$156,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$535,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$535,198
Value of total assets at end of year2019-12-31$3,861,883
Value of total assets at end of year2019-12-31$3,861,883
Value of total assets at beginning of year2019-12-31$2,885,066
Value of total assets at beginning of year2019-12-31$2,885,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,218
Total interest from all sources2019-12-31$954
Total interest from all sources2019-12-31$954
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$158,535
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$158,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$158,535
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$158,535
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$490,893
Contributions received from participants2019-12-31$490,893
Participant contributions at end of year2019-12-31$18,715
Participant contributions at end of year2019-12-31$18,715
Participant contributions at beginning of year2019-12-31$25,504
Participant contributions at beginning of year2019-12-31$25,504
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,154
Participant contributions at beginning of year2019-12-31$1,154
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,305
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,305
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
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$976,817
Value of net income/loss2019-12-31$976,817
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,861,883
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,861,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,885,066
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,885,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,154,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,154,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,443,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,443,729
Interest on participant loans2019-12-31$954
Interest on participant loans2019-12-31$954
Value of interest in common/collective trusts at end of year2019-12-31$688,570
Value of interest in common/collective trusts at end of year2019-12-31$688,570
Value of interest in common/collective trusts at beginning of year2019-12-31$414,679
Value of interest in common/collective trusts at beginning of year2019-12-31$414,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$455,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$455,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$156,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$156,969
Contract administrator fees2019-12-31$16,218
Contract administrator fees2019-12-31$16,218
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm name2019-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2019-12-31133418879
Accountancy firm EIN2019-12-31133418879
2018 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,430
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$221,097
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$91,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$79,044
Expenses. Certain deemed distributions of participant loans2018-12-31$2,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$387,680
Value of total assets at end of year2018-12-31$2,885,066
Value of total assets at beginning of year2018-12-31$2,756,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,055
Total interest from all sources2018-12-31$1,731
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$164,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$164,793
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$387,680
Participant contributions at end of year2018-12-31$25,504
Participant contributions at beginning of year2018-12-31$38,161
Participant contributions at end of year2018-12-31$1,154
Participant contributions at beginning of year2018-12-31$10,094
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$130,006
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,885,066
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,756,490
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,443,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,336,360
Interest on participant loans2018-12-31$1,731
Value of interest in common/collective trusts at end of year2018-12-31$414,679
Value of interest in common/collective trusts at beginning of year2018-12-31$371,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-333,107
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$79,044
Contract administrator fees2018-12-31$9,055
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 name2018-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2018-12-31133418879
2017 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$9,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$662,088
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$332,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$317,964
Expenses. Certain deemed distributions of participant loans2017-12-31$4,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$292,654
Value of total assets at end of year2017-12-31$2,756,490
Value of total assets at beginning of year2017-12-31$2,417,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,933
Total interest from all sources2017-12-31$6,860
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$90,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$90,201
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$291,451
Participant contributions at end of year2017-12-31$38,161
Participant contributions at beginning of year2017-12-31$31,210
Participant contributions at end of year2017-12-31$10,094
Participant contributions at beginning of year2017-12-31$15,306
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$329,426
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,756,490
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,417,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,336,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,007,697
Interest on participant loans2017-12-31$1,505
Interest earned on other investments2017-12-31$5,355
Value of interest in common/collective trusts at end of year2017-12-31$371,875
Value of interest in common/collective trusts at beginning of year2017-12-31$363,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$272,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$317,964
Contract administrator fees2017-12-31$9,933
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2017-12-31133418879
2016 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$178,526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$534,319
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$172,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$130,712
Expenses. Certain deemed distributions of participant loans2016-12-31$31,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$342,865
Value of total assets at end of year2016-12-31$2,417,775
Value of total assets at beginning of year2016-12-31$2,234,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,542
Total interest from all sources2016-12-31$3,389
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$72,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$72,381
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$323,063
Participant contributions at end of year2016-12-31$31,210
Participant contributions at beginning of year2016-12-31$81,649
Participant contributions at end of year2016-12-31$15,306
Participant contributions at beginning of year2016-12-31$12,226
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$84,097
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$362,222
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,417,775
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,234,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,007,697
Interest on participant loans2016-12-31$815
Interest earned on other investments2016-12-31$2,574
Value of interest in common/collective trusts at end of year2016-12-31$363,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,056,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,056,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$115,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$130,712
Contract administrator fees2016-12-31$9,542
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2016-12-31133418879
2015 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$9,016
Total transfer of assets from this plan2015-12-31$34,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$268,411
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$116,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$106,179
Expenses. Certain deemed distributions of participant loans2015-12-31$5,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$282,218
Value of total assets at end of year2015-12-31$2,234,079
Value of total assets at beginning of year2015-12-31$2,107,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,448
Total interest from all sources2015-12-31$3,739
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,281
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$268,422
Participant contributions at end of year2015-12-31$81,649
Participant contributions at beginning of year2015-12-31$71,066
Participant contributions at end of year2015-12-31$12,226
Participant contributions at beginning of year2015-12-31$5,137
Assets. Other investments not covered elsewhere at end of year2015-12-31$84,097
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$152,358
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,234,079
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,107,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,408,662
Interest on participant loans2015-12-31$3,739
Value of interest in common/collective trusts at beginning of year2015-12-31$622,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,056,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-28,498
Net investment gain or loss from common/collective trusts2015-12-31$1,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$106,179
Contract administrator fees2015-12-31$4,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GETTRY MARCUS CPA, PC
Accountancy firm EIN2015-12-31133418879
2014 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$45
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$346,090
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$348,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$345,832
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$233,327
Value of total assets at end of year2014-12-31$2,107,161
Value of total assets at beginning of year2014-12-31$2,110,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,131
Total interest from all sources2014-12-31$2,213
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,686
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$221,031
Participant contributions at end of year2014-12-31$71,066
Participant contributions at beginning of year2014-12-31$8,143
Participant contributions at end of year2014-12-31$5,137
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,296
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$476
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-2,873
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,107,161
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,110,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,408,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,515,178
Interest on participant loans2014-12-31$2,213
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$622,296
Value of interest in common/collective trusts at beginning of year2014-12-31$586,758
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$85,785
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$6,079
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$345,356
Contract administrator fees2014-12-31$3,131
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GETTRY MATCUS CPA, PC
Accountancy firm EIN2014-12-31133418879
2013 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,790
Total unrealized appreciation/depreciation of assets2013-12-31$2,790
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$2,794,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$561,303
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$29,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,798
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$211,530
Value of total assets at end of year2013-12-31$2,110,079
Value of total assets at beginning of year2013-12-31$4,373,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,770
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$339
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$16,885
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$211,530
Participant contributions at end of year2013-12-31$8,143
Participant contributions at beginning of year2013-12-31$8,593
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$531,735
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,110,079
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,373,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,515,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,477,035
Interest on participant loans2013-12-31$339
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$586,758
Value of interest in common/collective trusts at beginning of year2013-12-31$873,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$342,235
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-12,571
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$95
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,798
Contract administrator fees2013-12-31$3,770
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$13,695
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2013-12-31133418879
2012 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-605
Total unrealized appreciation/depreciation of assets2012-12-31$-605
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$615,148
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$108,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$103,283
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$209,519
Value of total assets at end of year2012-12-31$4,373,127
Value of total assets at beginning of year2012-12-31$3,866,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,699
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$610
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$42,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$42,191
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$194,812
Participant contributions at end of year2012-12-31$8,593
Participant contributions at beginning of year2012-12-31$31,697
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,707
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$506,166
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,373,127
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,866,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,477,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,057,774
Interest on participant loans2012-12-31$610
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$873,804
Value of interest in common/collective trusts at beginning of year2012-12-31$763,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$352,041
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$11,042
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$103,283
Contract administrator fees2012-12-31$5,699
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$13,695
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$14,300
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-731
Total unrealized appreciation/depreciation of assets2011-12-31$-731
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$521,246
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$190,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$185,661
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$567,927
Value of total assets at end of year2011-12-31$3,866,961
Value of total assets at beginning of year2011-12-31$3,536,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,192
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$1,276
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$35,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$35,206
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$317,417
Participant contributions at end of year2011-12-31$31,697
Participant contributions at beginning of year2011-12-31$50,270
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$250,510
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$104
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$330,393
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,866,961
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,536,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,057,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,699,435
Interest on participant loans2011-12-31$1,276
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$763,190
Value of interest in common/collective trusts at beginning of year2011-12-31$771,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-95,654
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$12,894
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$185,557
Contract administrator fees2011-12-31$5,192
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$14,300
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$15,040
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHN REZNICK
Accountancy firm EIN2011-12-31221478099
2009 : WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN

2023: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOMEN'S HEALTH PROFESSIONALS, LLP 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: WOMEN'S HEALTH PROFESSIONALS, LLP 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: WOMEN'S HEALTH PROFESSIONALS, LLP 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: WOMEN'S HEALTH PROFESSIONALS, LLP 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: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: WOMEN'S HEALTH PROFESSIONALS, LLP 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: WOMEN'S HEALTH PROFESSIONALS, LLP 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: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2009: WOMEN'S HEALTH PROFESSIONALS, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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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