401k Plan data: SWCWC 401(K) PLAN plan

SWCWC 401(K) PLAN 401k Plan overview

Plan Name	SWCWC 401(K) PLAN
Plan identification number	003

SWCWC 401(K) PLAN 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.
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

SOUTHWEST CONTEMPORARY WOMENS CARE PC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST CONTEMPORARY WOMENS CARE PC

Employer identification number (EIN): 860767298

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWCWC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 KAREN SLATER
003 2014-01-01 STEVEN M LINNERSON
003 2013-01-01 STEVEN M LINNERSON
003 2012-01-01 STEVEN M LINNERSON

Plan Statistics for SWCWC 401(K) PLAN

401k plan membership statisitcs for SWCWC 401(K) PLAN

Measure Date Value
2017: SWCWC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 106
Number of participants with account balances 2017-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: SWCWC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 88
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 103
Number of participants with account balances 2016-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: SWCWC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 83
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 94
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: SWCWC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
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 82
Total participants 2014-01-01 82
Number of participants with account balances 2014-01-01 78
2013: SWCWC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 80
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 84
Total participants 2013-01-01 84
Number of participants with account balances 2013-01-01 55
2012: SWCWC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 72
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 78
Total participants 2012-01-01 78
Number of participants with account balances 2012-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2

Measure	Date	Value
2017: SWCWC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	106
Number of participants with account balances	2017-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: SWCWC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	88
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	103
Number of participants with account balances	2016-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: SWCWC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	83
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	94
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: SWCWC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
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	82
Total participants	2014-01-01	82
Number of participants with account balances	2014-01-01	78
2013: SWCWC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	80
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	84
Total participants	2013-01-01	84
Number of participants with account balances	2013-01-01	55
2012: SWCWC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	72
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	78
Total participants	2012-01-01	78
Number of participants with account balances	2012-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2

Financial Data on SWCWC 401(K) PLAN

Measure	Date	Value
2017 : SWCWC 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,359
Total plan liabilities at beginning of year	2017-12-31	$3,161
Total income from all sources	2017-12-31	$1,016,140
Expenses. Total of all expenses incurred	2017-12-31	$1,036,280
Benefits paid (including direct rollovers)	2017-12-31	$1,033,518
Total plan assets at end of year	2017-12-31	$3,898,017
Total plan assets at beginning of year	2017-12-31	$3,919,959
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$406,622
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,035
Contributions received from other sources (not participants or employers)	2017-12-31	$60,210
Other income received	2017-12-31	$348,137
Net income (gross income less expenses)	2017-12-31	$-20,140
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,896,658
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,916,798
Assets. Value of participant loans	2017-12-31	$110,304
Total contributions received or receivable from employer(s)	2017-12-31	$201,171
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,727
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SWCWC 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$3,161
Total plan liabilities at beginning of year	2016-12-31	$11
Total income from all sources	2016-12-31	$673,406
Expenses. Total of all expenses incurred	2016-12-31	$80,693
Benefits paid (including direct rollovers)	2016-12-31	$78,759
Total plan assets at end of year	2016-12-31	$3,919,959
Total plan assets at beginning of year	2016-12-31	$3,324,096
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$360,145
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,934
Contributions received from other sources (not participants or employers)	2016-12-31	$735
Other income received	2016-12-31	$136,510
Net income (gross income less expenses)	2016-12-31	$592,713
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,916,798
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,324,085
Assets. Value of participant loans	2016-12-31	$136,263
Total contributions received or receivable from employer(s)	2016-12-31	$176,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SWCWC 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$11
Total plan liabilities at beginning of year	2015-12-31	$27
Total income from all sources	2015-12-31	$445,078
Expenses. Total of all expenses incurred	2015-12-31	$70,376
Benefits paid (including direct rollovers)	2015-12-31	$68,881
Total plan assets at end of year	2015-12-31	$3,324,096
Total plan assets at beginning of year	2015-12-31	$2,949,410
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$146,299
Contributions received from other sources (not participants or employers)	2015-12-31	$5,849
Other income received	2015-12-31	$-27,905
Net income (gross income less expenses)	2015-12-31	$374,702
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,324,085
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,949,383
Assets. Value of participant loans	2015-12-31	$48,766
Total contributions received or receivable from employer(s)	2015-12-31	$320,835
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SWCWC 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$27
Total income from all sources	2014-12-31	$726,289
Expenses. Total of all expenses incurred	2014-12-31	$151,867
Benefits paid (including direct rollovers)	2014-12-31	$151,242
Total plan assets at end of year	2014-12-31	$2,949,410
Total plan assets at beginning of year	2014-12-31	$2,374,961
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$326,002
Expenses. Other expenses not covered elsewhere	2014-12-31	$625
Contributions received from other sources (not participants or employers)	2014-12-31	$74,175
Other income received	2014-12-31	$44,271
Net income (gross income less expenses)	2014-12-31	$574,422
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,949,383
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,374,961
Assets. Value of participant loans	2014-12-31	$39,934
Total contributions received or receivable from employer(s)	2014-12-31	$281,841
2013 : SWCWC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$107,593
Expenses. Total of all expenses incurred	2013-12-31	$231,047
Benefits paid (including direct rollovers)	2013-12-31	$230,547
Total plan assets at end of year	2013-12-31	$2,374,961
Total plan assets at beginning of year	2013-12-31	$2,498,415
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$157,316
Expenses. Other expenses not covered elsewhere	2013-12-31	$500
Other income received	2013-12-31	$-49,723
Net income (gross income less expenses)	2013-12-31	$-123,454
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,374,961
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,498,415
Assets. Value of participant loans	2013-12-31	$14,894
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$100,791
2012 : SWCWC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$457,722
Expenses. Total of all expenses incurred	2012-12-31	$26,449
Benefits paid (including direct rollovers)	2012-12-31	$25,949
Total plan assets at end of year	2012-12-31	$2,498,415
Total plan assets at beginning of year	2012-12-31	$2,067,142
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$121,230
Expenses. Other expenses not covered elsewhere	2012-12-31	$500
Contributions received from other sources (not participants or employers)	2012-12-31	$291,661
Other income received	2012-12-31	$44,831
Net income (gross income less expenses)	2012-12-31	$431,273
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,498,415
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,067,142
Assets. Value of participant loans	2012-12-31	$42,675
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$100,000

Form 5500 Responses for SWCWC 401(K) PLAN

2017: SWCWC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SWCWC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SWCWC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SWCWC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SWCWC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SWCWC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHWEST CONTEMPORARY WOMENS CARE PC
Employer identification number (EIN):	860767298
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	KAREN SLATER
003	2014-01-01	STEVEN M LINNERSON
003	2013-01-01	STEVEN M LINNERSON
003	2012-01-01	STEVEN M LINNERSON