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Plan Name | RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SAMARITAN MEDICAL CENTER |
Employer identification number (EIN): | 150533577 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about SAMARITAN MEDICAL CENTER
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1904-03-26 |
Company Identification Number: | 28618 |
Legal Registered Office Address: |
ATTN PRESIDENT 830 WASHINGTON STREET WATERTOWN United States of America (USA) 13601 |
More information about SAMARITAN MEDICAL CENTER
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | LISA STOREY | |||
002 | 2016-01-01 | TOM SHATRAW | |||
002 | 2015-01-01 | TOM SHATRAW | |||
002 | 2014-01-01 | TOM SHATRAW | |||
002 | 2013-01-01 | TOM SHATRAW | |||
002 | 2012-01-01 | TOM SHATRAW | |||
002 | 2011-01-01 | TOM SHATRAW | |||
002 | 2009-01-01 | PAUL A. KRAEGER |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 13,622,702 |
Acturial value of plan assets | 2022-12-31 | 13,166,165 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 2,930,271 |
Number of terminated vested participants | 2022-12-31 | 129 |
Fundng target for terminated vested participants | 2022-12-31 | 2,028,539 |
Active participant vested funding target | 2022-12-31 | 4,365,064 |
Number of active participants | 2022-12-31 | 133 |
Total funding liabilities for active participants | 2022-12-31 | 4,415,541 |
Total participant count | 2022-12-31 | 311 |
Total funding target for all participants | 2022-12-31 | 9,374,351 |
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 | 2,608,870 |
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 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 2,608,870 |
Present value of excess contributions | 2022-12-31 | 500,714 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 529,355 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 529,355 |
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 | 3,331,542 |
Total employer contributions | 2022-12-31 | 220,000 |
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 | 209,159 |
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 | 210,405 |
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 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 209,159 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 121 |
Total of all active and inactive participants | 2022-01-01 | 294 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 300 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 13,012,221 |
Acturial value of plan assets | 2021-12-31 | 11,835,557 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 2,900,384 |
Number of terminated vested participants | 2021-12-31 | 128 |
Fundng target for terminated vested participants | 2021-12-31 | 1,942,579 |
Active participant vested funding target | 2021-12-31 | 4,160,565 |
Number of active participants | 2021-12-31 | 147 |
Total funding liabilities for active participants | 2021-12-31 | 4,192,893 |
Total participant count | 2021-12-31 | 323 |
Total funding target for all participants | 2021-12-31 | 9,035,856 |
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 | 2,940,338 |
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 | 389,377 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 2,550,961 |
Present value of excess contributions | 2021-12-31 | 497,245 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 563,807 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 563,807 |
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 | 902,828 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 2,608,870 |
Total employer contributions | 2021-12-31 | 540,000 |
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 | 500,714 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 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 | 190,831 |
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 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 500,714 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 322 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 128 |
Total of all active and inactive participants | 2021-01-01 | 305 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 311 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 11,209,846 |
Acturial value of plan assets | 2020-12-31 | 10,681,958 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 2,849,910 |
Number of terminated vested participants | 2020-12-31 | 121 |
Fundng target for terminated vested participants | 2020-12-31 | 1,812,473 |
Active participant vested funding target | 2020-12-31 | 4,262,422 |
Number of active participants | 2020-12-31 | 158 |
Total funding liabilities for active participants | 2020-12-31 | 4,298,945 |
Total participant count | 2020-12-31 | 326 |
Total funding target for all participants | 2020-12-31 | 8,961,328 |
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 | 2,418,244 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 193,823 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 2,224,421 |
Present value of excess contributions | 2020-12-31 | 166,875 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 205,190 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 205,190 |
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 | 2,940,338 |
Total employer contributions | 2020-12-31 | 600,000 |
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 | 560,903 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
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 | 214,923 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 1,219,708 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 453,028 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 389,370 |
Additional cash requirement | 2020-12-31 | 63,658 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 560,903 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 127 |
Total of all active and inactive participants | 2020-01-01 | 317 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 9,302,849 |
Acturial value of plan assets | 2019-12-31 | 9,901,888 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 2,366,698 |
Number of terminated vested participants | 2019-12-31 | 118 |
Fundng target for terminated vested participants | 2019-12-31 | 155,479 |
Active participant vested funding target | 2019-12-31 | 4,656,747 |
Number of active participants | 2019-12-31 | 176 |
Total funding liabilities for active participants | 2019-12-31 | 4,664,798 |
Total participant count | 2019-12-31 | 333 |
Total funding target for all participants | 2019-12-31 | 7,186,975 |
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 | 1,811,072 |
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 | 122,263 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 1,688,809 |
Present value of excess contributions | 2019-12-31 | 843,048 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 874,841 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 874,841 |
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 | 2,418,244 |
Total employer contributions | 2019-12-31 | 445,400 |
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 | 419,225 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
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 | 250,628 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,103,331 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 446,173 |
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 | 193,823 |
Additional cash requirement | 2019-12-31 | 252,350 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 419,225 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 333 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 120 |
Total of all active and inactive participants | 2019-01-01 | 320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 5 |
Total participants | 2019-01-01 | 325 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 9,313,898 |
Acturial value of plan assets | 2018-12-31 | 8,670,124 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,991,683 |
Number of terminated vested participants | 2018-12-31 | 117 |
Fundng target for terminated vested participants | 2018-12-31 | 1,264,487 |
Active participant vested funding target | 2018-12-31 | 4,416,037 |
Number of active participants | 2018-12-31 | 189 |
Total funding liabilities for active participants | 2018-12-31 | 4,441,202 |
Total participant count | 2018-12-31 | 343 |
Total funding target for all participants | 2018-12-31 | 7,697,372 |
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 | 917,056 |
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 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 917,056 |
Present value of excess contributions | 2018-12-31 | 688,247 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 729,955 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 729,955 |
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 | 1,811,072 |
Total employer contributions | 2018-12-31 | 1,200,000 |
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 | 1,117,549 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
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 | 259,842 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 838,320 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 396,697 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 122,196 |
Additional cash requirement | 2018-12-31 | 274,501 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,117,549 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 343 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 118 |
Total of all active and inactive participants | 2018-01-01 | 329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 333 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 7,798,448 |
Acturial value of plan assets | 2017-12-31 | 7,844,982 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,650,551 |
Number of terminated vested participants | 2017-12-31 | 95 |
Fundng target for terminated vested participants | 2017-12-31 | 1,119,160 |
Active participant vested funding target | 2017-12-31 | 4,548,051 |
Number of active participants | 2017-12-31 | 220 |
Total funding liabilities for active participants | 2017-12-31 | 4,633,961 |
Total participant count | 2017-12-31 | 349 |
Total funding target for all participants | 2017-12-31 | 7,403,672 |
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 | 499,781 |
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 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 499,781 |
Present value of excess contributions | 2017-12-31 | 342,225 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 363,648 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 363,648 |
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 | 917,056 |
Total employer contributions | 2017-12-31 | 1,008,560 |
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 | 938,818 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
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 | 250,571 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 250,571 |
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 | 0 |
Additional cash requirement | 2017-12-31 | 250,571 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 938,818 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 349 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 117 |
Total of all active and inactive participants | 2017-01-01 | 339 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 343 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 6,672,099 |
Acturial value of plan assets | 2016-12-31 | 7,118,648 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,387,447 |
Number of terminated vested participants | 2016-12-31 | 87 |
Fundng target for terminated vested participants | 2016-12-31 | 912,258 |
Active participant vested funding target | 2016-12-31 | 4,259,221 |
Number of active participants | 2016-12-31 | 254 |
Total funding liabilities for active participants | 2016-12-31 | 4,417,133 |
Total participant count | 2016-12-31 | 372 |
Total funding target for all participants | 2016-12-31 | 6,716,838 |
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 | 336,731 |
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 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 336,731 |
Present value of excess contributions | 2016-12-31 | 163,514 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 174,061 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 174,061 |
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 | 499,781 |
Total employer contributions | 2016-12-31 | 651,440 |
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 | 597,794 |
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 | 255,569 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 255,569 |
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 | 0 |
Additional cash requirement | 2016-12-31 | 255,569 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 597,794 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 372 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 220 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 95 |
Total of all active and inactive participants | 2016-01-01 | 345 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 349 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 21 |
2015: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 369 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 254 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 87 |
Total of all active and inactive participants | 2015-01-01 | 368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 372 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 348 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 253 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 90 |
Total of all active and inactive participants | 2014-01-01 | 366 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 369 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 90 |
Total of all active and inactive participants | 2013-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 247 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 100 |
Total of all active and inactive participants | 2012-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 244 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 340 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 100 |
Total of all active and inactive participants | 2011-01-01 | 331 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 333 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 11 |
2009: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 206 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 104 |
Total of all active and inactive participants | 2009-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 326 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 9 |
Measure | Date | Value |
---|---|---|
2022 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-2,780,249 |
Total of all expenses incurred | 2022-12-31 | $656,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $656,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $220,000 |
Value of total assets at end of year | 2022-12-31 | $10,196,818 |
Value of total assets at beginning of year | 2022-12-31 | $13,633,346 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $297,731 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $297,731 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,436,528 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,196,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,633,346 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $10,086,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,093,346 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,297,985 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $5 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $220,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $110,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $540,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $656,279 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FUSTCHARLES LLP |
Accountancy firm EIN | 2022-12-31 | 161226221 |
2021 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $1,466,134 |
Total of all expenses incurred | 2021-12-31 | $853,025 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $853,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $540,000 |
Value of total assets at end of year | 2021-12-31 | $13,633,346 |
Value of total assets at beginning of year | 2021-12-31 | $13,020,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $339,748 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $339,748 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $613,109 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,633,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,020,237 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,093,346 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,420,237 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $586,385 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $540,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $540,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $853,025 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2021-12-31 | 161226221 |
2020 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $2,288,417 |
Total of all expenses incurred | 2020-12-31 | $481,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $481,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $600,000 |
Value of total assets at end of year | 2020-12-31 | $13,020,237 |
Value of total assets at beginning of year | 2020-12-31 | $11,213,259 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $361,494 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $361,494 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,806,978 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,020,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,213,259 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,420,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,348,840 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $519,019 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,325,815 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,108 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $600,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $600,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $345,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $481,439 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2020-12-31 | 161226221 |
2019 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $2,429,744 |
Total income from all sources (including contributions) | 2019-12-31 | $2,429,744 |
Total of all expenses incurred | 2019-12-31 | $538,314 |
Total of all expenses incurred | 2019-12-31 | $538,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $538,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $538,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $445,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $445,400 |
Value of total assets at end of year | 2019-12-31 | $11,213,259 |
Value of total assets at end of year | 2019-12-31 | $11,213,259 |
Value of total assets at beginning of year | 2019-12-31 | $9,321,829 |
Value of total assets at beginning of year | 2019-12-31 | $9,321,829 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $286,699 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $286,699 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $286,699 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $286,699 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,891,430 |
Value of net income/loss | 2019-12-31 | $1,891,430 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,213,259 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,213,259 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,321,829 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,321,829 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,348,840 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,348,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,421,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,421,829 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $519,019 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $519,019 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,691,539 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,691,539 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,106 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $445,400 |
Contributions received in cash from employer | 2019-12-31 | $445,400 |
Employer contributions (assets) at end of year | 2019-12-31 | $345,400 |
Employer contributions (assets) at end of year | 2019-12-31 | $345,400 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $900,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $538,314 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $538,314 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm name | 2019-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2019-12-31 | 161226221 |
Accountancy firm EIN | 2019-12-31 | 161226221 |
2018 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $439,273 |
Total of all expenses incurred | 2018-12-31 | $450,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $450,176 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,200,000 |
Value of total assets at end of year | 2018-12-31 | $9,321,829 |
Value of total assets at beginning of year | 2018-12-31 | $9,332,732 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $239,364 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $239,364 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-10,903 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,321,829 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,332,732 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,421,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,576,550 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $56,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,000,158 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $67 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,200,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $900,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $450,176 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2018-12-31 | 161226221 |
2017 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $2,313,058 |
Total of all expenses incurred | 2017-12-31 | $795,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $795,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,008,560 |
Value of total assets at end of year | 2017-12-31 | $9,332,732 |
Value of total assets at beginning of year | 2017-12-31 | $7,815,436 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $191,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $191,929 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,517,296 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,332,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,815,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,576,550 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,139,289 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $56,182 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,084,707 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,111,766 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $803 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,008,560 |
Employer contributions (assets) at end of year | 2017-12-31 | $700,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $591,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $795,762 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2017-12-31 | 161226221 |
2016 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $1,323,226 |
Total of all expenses incurred | 2016-12-31 | $207,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $207,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $651,440 |
Value of total assets at end of year | 2016-12-31 | $7,815,436 |
Value of total assets at beginning of year | 2016-12-31 | $6,699,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $155,614 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $155,614 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,116,204 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,815,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,699,232 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,139,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,397,000 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,084,707 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $99,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $535,633 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $-19,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $651,440 |
Employer contributions (assets) at end of year | 2016-12-31 | $591,440 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $203,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $207,022 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2016-12-31 | 161226221 |
2015 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $117,684 |
Total of all expenses incurred | 2015-12-31 | $152,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $142,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $303,000 |
Value of total assets at end of year | 2015-12-31 | $6,699,232 |
Value of total assets at beginning of year | 2015-12-31 | $6,733,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $9,607 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $153,726 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $153,726 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $9,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-34,589 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,699,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,733,821 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,397,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,292,194 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $99,232 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $241,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-339,042 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $303,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $203,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $142,666 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2015-12-31 | 161226221 |
2014 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $858,983 |
Total of all expenses incurred | 2014-12-31 | $157,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $157,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $449,464 |
Value of total assets at end of year | 2014-12-31 | $6,733,821 |
Value of total assets at beginning of year | 2014-12-31 | $6,032,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $198,198 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $198,198 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $9,419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $701,418 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,733,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,032,403 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,292,194 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,925,356 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $241,627 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $201,902 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $449,464 |
Employer contributions (assets) at end of year | 2014-12-31 | $200,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $107,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $157,565 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2014-12-31 | 161226221 |
2013 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $1,160,623 |
Total of all expenses incurred | 2013-12-31 | $223,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $223,042 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $378,649 |
Value of total assets at end of year | 2013-12-31 | $6,032,403 |
Value of total assets at beginning of year | 2013-12-31 | $5,094,822 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $151,760 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $151,760 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $8,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $937,581 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,032,403 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,094,822 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,925,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,956,968 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $13 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $622,204 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $378,649 |
Employer contributions (assets) at end of year | 2013-12-31 | $107,047 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $137,841 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $223,042 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2013-12-31 | 161226221 |
2012 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $1,132,076 |
Total of all expenses incurred | 2012-12-31 | $179,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $168,361 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $485,989 |
Value of total assets at end of year | 2012-12-31 | $5,094,822 |
Value of total assets at beginning of year | 2012-12-31 | $4,142,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $207,279 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $207,279 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5,225 |
Administrative expenses (other) incurred | 2012-12-31 | $7,880 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $952,371 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,094,822 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,142,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $3,464 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,956,968 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $3,949,413 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $438,808 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $485,989 |
Employer contributions (assets) at end of year | 2012-12-31 | $137,841 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $187,813 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $168,361 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | FUST, CHARLES, CHAMBERS, LLP |
Accountancy firm EIN | 2012-12-31 | 161226221 |
2011 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 |
Total income from all sources (including contributions) | 2011-12-31 | $432,762 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $99,333 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $99,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $440,889 |
Value of total assets at end of year | 2011-12-31 | $4,142,451 |
Value of total assets at beginning of year | 2011-12-31 | $3,809,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5,225 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,193 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $333,429 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,142,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,809,022 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $3,949,413 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $3,523,746 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $440,889 |
Employer contributions (assets) at end of year | 2011-12-31 | $187,813 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $282,083 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $99,333 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | FUST, CHARLES, CHAMBERS, L.L.P. |
Accountancy firm EIN | 2011-12-31 | 161226221 |
2010 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $911,177 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $172,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $172,889 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $473,824 |
Value of total assets at end of year | 2010-12-31 | $3,809,022 |
Value of total assets at beginning of year | 2010-12-31 | $3,070,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,193 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3,735 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $738,288 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,809,022 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,070,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $3,523,746 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $3,057,751 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $473,824 |
Employer contributions (assets) at end of year | 2010-12-31 | $282,083 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $9,248 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $172,889 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | FUST, CHARLES, CHAMBERS, L.L.P. |
Accountancy firm EIN | 2010-12-31 | 161226221 |
2009 : RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR LICENSED PRACTICAL NURSES OF SAMARITAN MEDICAL CENTER & SAMARITAN - KEEP NURSING HOME, INC. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |