401k Plan data: WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI plan

WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 401k Plan overview

Plan Name	WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI
Plan identification number	003

WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A.

Employer identification number (EIN): 520906443

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 JIM SPELLMIRE 2021-03-30
003 2019-01-01 JIM SPELLMIRE 2021-03-30
003 2018-01-01 NATHAN BARBOUR 2020-08-26
003 2018-01-01 JIM SPELLMIRE 2021-03-30
003 2018-01-01 NATHAN BARBOUR 2021-03-12
003 2017-01-01 ROBERT BRABO 2018-10-04
003 2016-01-01 DIANE STEREN 2017-10-08
003 2015-01-01 DIANE STEREN 2016-10-17
003 2014-01-01 DIANE STEREN
003 2013-01-01 DIANE STEREN
003 2012-01-01 DIANE STEREN 2013-09-08
003 2011-01-01 DIANE STEREN 2012-09-16
003 2010-01-01 DIANE STEREN 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01	JIM SPELLMIRE	2021-03-30
003	2019-01-01	JIM SPELLMIRE	2021-03-30
003	2018-01-01	NATHAN BARBOUR	2020-08-26
003	2018-01-01	JIM SPELLMIRE	2021-03-30
003	2018-01-01	NATHAN BARBOUR	2021-03-12
003	2017-01-01	ROBERT BRABO	2018-10-04
003	2016-01-01	DIANE STEREN	2017-10-08
003	2015-01-01	DIANE STEREN	2016-10-17
003	2014-01-01	DIANE STEREN
003	2013-01-01	DIANE STEREN
003	2012-01-01	DIANE STEREN	2013-09-08
003	2011-01-01	DIANE STEREN	2012-09-16
003	2010-01-01	DIANE STEREN	2011-10-05

Plan Statistics for WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI

401k plan membership statisitcs for WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI

Measure Date Value
2014: WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 30
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2014: WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	30
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI

Measure	Date	Value
2014 : WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$497,770
Expenses. Total of all expenses incurred	2014-12-31	$7,121
Benefits paid (including direct rollovers)	2014-12-31	$6,668
Total plan assets at end of year	2014-12-31	$4,506,942
Total plan assets at beginning of year	2014-12-31	$4,016,293
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$199,663
Other income received	2014-12-31	$231,133
Net income (gross income less expenses)	2014-12-31	$490,649
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,506,942
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,016,293
Assets. Value of participant loans	2014-12-31	$33,759
Total contributions received or receivable from employer(s)	2014-12-31	$66,974
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$934,731
Expenses. Total of all expenses incurred	2013-12-31	$13,220
Benefits paid (including direct rollovers)	2013-12-31	$13,220
Total plan assets at end of year	2013-12-31	$4,016,293
Total plan assets at beginning of year	2013-12-31	$3,094,782
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$162,581
Contributions received from other sources (not participants or employers)	2013-12-31	$37,740
Other income received	2013-12-31	$591,674
Net income (gross income less expenses)	2013-12-31	$921,511
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,016,293
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,094,782
Assets. Value of participant loans	2013-12-31	$33,591
Total contributions received or receivable from employer(s)	2013-12-31	$142,736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI

2014: WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A. 401K PROFIT SHARI 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WOMENS HEALTH SPECIALISTS OF MONTGOMERY COUNTY, P.A.
Employer identification number (EIN):	520906443
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)