401k Plan data: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN plan

WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 401k Plan overview

Plan Name	WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN
Plan identification number	002

WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

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

Company Name: WOMENS HEALTH SPECIALISTS OF PASADENA, P.A.

Employer identification number (EIN): 760688222

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 SPECIALISTS OF PASADENA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CARMEN T. OCON 2024-10-02
002 2022-01-01 CARMEN OCON 2023-08-02
002 2021-01-01 CARMEN OCON 2022-08-17
002 2020-01-01 CARMEN OCON 2021-07-15
002 2019-01-01 CARMEN OCON 2020-07-17
002 2018-01-01 CARMEN OCON 2019-07-11
002 2017-01-01 CARMEN OCON 2018-09-13
002 2016-01-01 CARMEN OCON 2017-07-12
002 2015-01-01 CARMEN OCON 2016-10-03
002 2014-01-01 CARMEN OCON 2015-10-05
002 2013-01-01 CARMEN OCON 2014-10-06
002 2012-01-01 CARMEN OCON 2013-06-27
002 2011-01-01 CARMEN OCON 2012-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CARMEN T. OCON	2024-10-02
002	2022-01-01	CARMEN OCON	2023-08-02
002	2021-01-01	CARMEN OCON	2022-08-17
002	2020-01-01	CARMEN OCON	2021-07-15
002	2019-01-01	CARMEN OCON	2020-07-17
002	2018-01-01	CARMEN OCON	2019-07-11
002	2017-01-01	CARMEN OCON	2018-09-13
002	2016-01-01	CARMEN OCON	2017-07-12
002	2015-01-01	CARMEN OCON	2016-10-03
002	2014-01-01	CARMEN OCON	2015-10-05
002	2013-01-01	CARMEN OCON	2014-10-06
002	2012-01-01	CARMEN OCON	2013-06-27
002	2011-01-01	CARMEN OCON	2012-07-11

Plan Statistics for WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN

401k plan membership statisitcs for WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN

Measure Date Value
2022: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,011,601
Acturial value of plan assets 2022-12-31 3,011,601
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 8,106
Active participant vested funding target 2022-12-31 2,484,491
Number of active participants 2022-12-31 14
Total funding liabilities for active participants 2022-12-31 2,484,889
Total participant count 2022-12-31 17
Total funding target for all participants 2022-12-31 2,492,995
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 184,846
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 3,550
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 181,296
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 215,035
Total employer contributions 2022-12-31 191,825
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 180,514
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 182,389
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 180,514
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,547,075
Acturial value of plan assets 2021-12-31 2,547,075
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 8,891
Active participant vested funding target 2021-12-31 2,172,657
Number of active participants 2021-12-31 21
Total funding liabilities for active participants 2021-12-31 2,173,641
Total participant count 2021-12-31 23
Total funding target for all participants 2021-12-31 2,182,532
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 174,564
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 174,564
Present value of excess contributions 2021-12-31 112,451
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 118,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 184,846
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 183,247
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 3,550
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 3,550
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,296,392
Acturial value of plan assets 2020-12-31 2,296,392
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 11,417
Active participant vested funding target 2020-12-31 2,039,764
Number of active participants 2020-12-31 16
Total funding liabilities for active participants 2020-12-31 2,041,065
Total participant count 2020-12-31 19
Total funding target for all participants 2020-12-31 2,052,482
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 196,594
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 50,796
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 145,798
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 174,564
Total employer contributions 2020-12-31 116,891
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 112,451
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 5,100
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 112,451
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,780,980
Acturial value of plan assets 2019-12-31 1,780,980
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,025
Active participant vested funding target 2019-12-31 1,750,727
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 1,751,467
Total participant count 2019-12-31 16
Total funding target for all participants 2019-12-31 1,752,492
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 212,972
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 212,972
Present value of excess contributions 2019-12-31 55,450
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 58,528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 196,594
Total employer contributions 2019-12-31 159,676
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 153,117
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 176,598
Net shortfall amortization installment of oustanding balance 2019-12-31 168,105
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 203,913
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 50,796
Additional cash requirement 2019-12-31 153,117
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 153,117
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,709,852
Acturial value of plan assets 2018-12-31 1,709,852
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 2,936
Active participant vested funding target 2018-12-31 1,468,573
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 1,468,920
Total participant count 2018-12-31 15
Total funding target for all participants 2018-12-31 1,471,856
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 208,332
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 17,103
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 191,229
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 212,972
Total employer contributions 2018-12-31 211,622
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 203,843
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 173,417
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 148,393
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 148,393
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 203,843
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,379,597
Acturial value of plan assets 2017-12-31 1,379,597
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,201,289
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 1,201,641
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,201,641
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 223,682
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 38,794
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 184,888
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 208,332
Total employer contributions 2017-12-31 166,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 160,511
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 169,182
Net shortfall amortization installment of oustanding balance 2017-12-31 30,375
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 177,614
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 17,103
Additional cash requirement 2017-12-31 160,511
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 160,511
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,088,666
Acturial value of plan assets 2016-12-31 1,088,666
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 2,420
Active participant vested funding target 2016-12-31 951,983
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 952,583
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 955,003
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 254,024
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 24,253
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 229,771
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 223,682
Total employer contributions 2016-12-31 151,200
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 144,463
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 165,754
Net shortfall amortization installment of oustanding balance 2016-12-31 90,019
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 183,257
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 38,794
Additional cash requirement 2016-12-31 144,463
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 144,463
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,011,601
Acturial value of plan assets	2022-12-31	3,011,601
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	8,106
Active participant vested funding target	2022-12-31	2,484,491
Number of active participants	2022-12-31	14
Total funding liabilities for active participants	2022-12-31	2,484,889
Total participant count	2022-12-31	17
Total funding target for all participants	2022-12-31	2,492,995
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	184,846
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	3,550
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	181,296
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	215,035
Total employer contributions	2022-12-31	191,825
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	180,514
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	182,389
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	180,514
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,547,075
Acturial value of plan assets	2021-12-31	2,547,075
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	8,891
Active participant vested funding target	2021-12-31	2,172,657
Number of active participants	2021-12-31	21
Total funding liabilities for active participants	2021-12-31	2,173,641
Total participant count	2021-12-31	23
Total funding target for all participants	2021-12-31	2,182,532
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	174,564
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	174,564
Present value of excess contributions	2021-12-31	112,451
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	118,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	184,846
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	183,247
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	3,550
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	3,550
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,296,392
Acturial value of plan assets	2020-12-31	2,296,392
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	11,417
Active participant vested funding target	2020-12-31	2,039,764
Number of active participants	2020-12-31	16
Total funding liabilities for active participants	2020-12-31	2,041,065
Total participant count	2020-12-31	19
Total funding target for all participants	2020-12-31	2,052,482
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	196,594
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	50,796
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	145,798
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	174,564
Total employer contributions	2020-12-31	116,891
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	112,451
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	5,100
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	112,451
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,780,980
Acturial value of plan assets	2019-12-31	1,780,980
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,025
Active participant vested funding target	2019-12-31	1,750,727
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	1,751,467
Total participant count	2019-12-31	16
Total funding target for all participants	2019-12-31	1,752,492
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	212,972
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	212,972
Present value of excess contributions	2019-12-31	55,450
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	58,528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	196,594
Total employer contributions	2019-12-31	159,676
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	153,117
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	176,598
Net shortfall amortization installment of oustanding balance	2019-12-31	168,105
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	203,913
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	50,796
Additional cash requirement	2019-12-31	153,117
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	153,117
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,709,852
Acturial value of plan assets	2018-12-31	1,709,852
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	2,936
Active participant vested funding target	2018-12-31	1,468,573
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	1,468,920
Total participant count	2018-12-31	15
Total funding target for all participants	2018-12-31	1,471,856
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	208,332
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	17,103
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	191,229
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	212,972
Total employer contributions	2018-12-31	211,622
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	203,843
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	173,417
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	148,393
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	148,393
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	203,843
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,379,597
Acturial value of plan assets	2017-12-31	1,379,597
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,201,289
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	1,201,641
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,201,641
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	223,682
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	38,794
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	184,888
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	208,332
Total employer contributions	2017-12-31	166,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	160,511
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	169,182
Net shortfall amortization installment of oustanding balance	2017-12-31	30,375
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	177,614
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	17,103
Additional cash requirement	2017-12-31	160,511
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	160,511
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: WOMEN'S HEALTH SPECIALISTS OF PASADENA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,088,666
Acturial value of plan assets	2016-12-31	1,088,666
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	2,420
Active participant vested funding target	2016-12-31	951,983
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	952,583
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	955,003
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	254,024
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	24,253
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	229,771
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	223,682
Total employer contributions	2016-12-31	151,200
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	144,463
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	165,754
Net shortfall amortization installment of oustanding balance	2016-12-31	90,019
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	183,257
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	38,794
Additional cash requirement	2016-12-31	144,463
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	144,463
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	WOMENS HEALTH SPECIALISTS OF PASADENA, P.A.
Employer identification number (EIN):	760688222
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)