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PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 401k Plan overview

Plan NamePENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL
Plan identification number 002

PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AURELIA OSBORN FOX MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:AURELIA OSBORN FOX MEMORIAL HOSPITAL
Employer identification number (EIN):150539039
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JEANNETTE GLIHA
0022016-01-01JENNIE GLIHA
0022015-01-01JENNIE GLIHA
0022014-01-01JEANNETTA GLIHA
0022013-01-01JEANNETTA GLIHA
0022012-01-01JEANNETTA GLIHA
0022011-01-01KEITH L. VALK
0022009-01-01KEITH L. VALK KEITH L. VALK2010-10-18

Plan Statistics for PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL

401k plan membership statisitcs for PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL

Measure Date Value
2022: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2022 401k membership
Market value of plan assets2022-12-312,521,455
Acturial value of plan assets2022-12-312,435,505
Funding target for retired participants and beneficiaries receiving payment2022-12-31301,806
Number of terminated vested participants2022-12-3199
Fundng target for terminated vested participants2022-12-311,058,146
Active participant vested funding target2022-12-31784,497
Number of active participants2022-12-3132
Total funding liabilities for active participants2022-12-31809,718
Total participant count2022-12-31136
Total funding target for all participants2022-12-312,169,670
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3156,333
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3156,333
Present value of excess contributions2022-12-31151,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31160,424
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31160,424
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31222,109
Total employer contributions2022-12-31314,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31293,685
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31183,411
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31139,685
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31139,685
Contributions allocatedtoward minimum required contributions for current year2022-12-31293,685
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01136
Total number of active participants reported on line 7a of the Form 55002022-01-0125
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01129
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2021 401k membership
Market value of plan assets2021-12-312,346,692
Acturial value of plan assets2021-12-312,213,261
Funding target for retired participants and beneficiaries receiving payment2021-12-31292,618
Number of terminated vested participants2021-12-3192
Fundng target for terminated vested participants2021-12-31935,718
Active participant vested funding target2021-12-31859,336
Number of active participants2021-12-3142
Total funding liabilities for active participants2021-12-31879,117
Total participant count2021-12-31138
Total funding target for all participants2021-12-312,107,453
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31170,514
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31154,298
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3116,216
Present value of excess contributions2021-12-3134,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3138,233
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3138,233
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3156,333
Total employer contributions2021-12-31288,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31269,553
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31167,039
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31117,564
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31117,564
Contributions allocatedtoward minimum required contributions for current year2021-12-31269,553
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2020 401k membership
Market value of plan assets2020-12-312,148,720
Acturial value of plan assets2020-12-312,107,391
Funding target for retired participants and beneficiaries receiving payment2020-12-31381,933
Number of terminated vested participants2020-12-3187
Fundng target for terminated vested participants2020-12-31763,196
Active participant vested funding target2020-12-31839,979
Number of active participants2020-12-3143
Total funding liabilities for active participants2020-12-31872,231
Total participant count2020-12-31135
Total funding target for all participants2020-12-312,017,360
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31161,686
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31170,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31170,514
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31170,514
Total employer contributions2020-12-3153,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3150,008
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31161,729
Net shortfall amortization installment of oustanding balance2020-12-3180,483
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31170,053
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31154,298
Additional cash requirement2020-12-3115,755
Contributions allocatedtoward minimum required contributions for current year2020-12-3150,008
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01135
Total number of active participants reported on line 7a of the Form 55002020-01-0143
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01139
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2019 401k membership
Market value of plan assets2019-12-311,847,158
Acturial value of plan assets2019-12-311,975,489
Funding target for retired participants and beneficiaries receiving payment2019-12-31330,233
Number of terminated vested participants2019-12-3189
Fundng target for terminated vested participants2019-12-31856,135
Active participant vested funding target2019-12-31930,145
Number of active participants2019-12-3152
Total funding liabilities for active participants2019-12-31976,295
Total participant count2019-12-31145
Total funding target for all participants2019-12-312,162,663
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3138
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3140
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31383,500
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31359,053
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31180,061
Net shortfall amortization installment of oustanding balance2019-12-31187,174
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31211,552
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31211,552
Contributions allocatedtoward minimum required contributions for current year2019-12-31359,053
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01145
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01144
2018: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2018 401k membership
Market value of plan assets2018-12-312,049,299
Acturial value of plan assets2018-12-311,961,452
Funding target for retired participants and beneficiaries receiving payment2018-12-31332,899
Number of terminated vested participants2018-12-3189
Fundng target for terminated vested participants2018-12-31814,323
Active participant vested funding target2018-12-31820,779
Number of active participants2018-12-3148
Total funding liabilities for active participants2018-12-31869,753
Total participant count2018-12-31141
Total funding target for all participants2018-12-312,016,975
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3151,337
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3154,320
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31172,500
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31162,209
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31153,107
Net shortfall amortization installment of oustanding balance2018-12-3155,523
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31162,171
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31162,171
Contributions allocatedtoward minimum required contributions for current year2018-12-31162,209
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01141
Total number of active participants reported on line 7a of the Form 55002018-01-0152
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2017 401k membership
Market value of plan assets2017-12-311,844,041
Acturial value of plan assets2017-12-311,878,205
Funding target for retired participants and beneficiaries receiving payment2017-12-31322,591
Number of terminated vested participants2017-12-3188
Fundng target for terminated vested participants2017-12-31707,959
Active participant vested funding target2017-12-31732,309
Number of active participants2017-12-3151
Total funding liabilities for active participants2017-12-31762,919
Total participant count2017-12-31143
Total funding target for all participants2017-12-311,793,469
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3127,673
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3129,322
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3188,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3184,084
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31117,483
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3132,747
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3132,747
Contributions allocatedtoward minimum required contributions for current year2017-12-3184,084
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-0148
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01141
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2016 401k membership
Market value of plan assets2016-12-311,593,164
Acturial value of plan assets2016-12-311,682,666
Funding target for retired participants and beneficiaries receiving payment2016-12-31326,059
Number of terminated vested participants2016-12-3187
Fundng target for terminated vested participants2016-12-31730,718
Active participant vested funding target2016-12-31635,874
Number of active participants2016-12-3143
Total funding liabilities for active participants2016-12-31660,058
Total participant count2016-12-31133
Total funding target for all participants2016-12-311,716,835
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3123,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3125,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31168,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31159,763
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31126,444
Net shortfall amortization installment of oustanding balance2016-12-3134,169
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31132,090
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31132,090
Contributions allocatedtoward minimum required contributions for current year2016-12-31159,763
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-0151
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-01132
Total number of active participants reported on line 7a of the Form 55002015-01-0143
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0187
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-0144
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-0143
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-0143
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0183
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-0139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0190
Total of all active and inactive participants2011-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01128
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL

Measure Date Value
2022 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,134
Total unrealized appreciation/depreciation of assets2022-12-31$-7,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$12,227
Total loss/gain on sale of assets2022-12-31$-791
Total of all expenses incurred2022-12-31$103,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$314,000
Value of total assets at end of year2022-12-31$2,432,616
Value of total assets at beginning of year2022-12-31$2,524,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,321
Total interest from all sources2022-12-31$681
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$74,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$70,507
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$215,473
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,223
Administrative expenses (other) incurred2022-12-31$70,321
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-91,608
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,432,616
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,524,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,171,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,337,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-369,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$314,000
Employer contributions (assets) at end of year2022-12-31$260,000
Employer contributions (assets) at beginning of year2022-12-31$186,000
Income. Dividends from common stock2022-12-31$4,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$33,514
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$441,825
Aggregate carrying amount (costs) on sale of assets2022-12-31$442,616
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FUSTCHARLES LLC
Accountancy firm EIN2022-12-31161226221
2021 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$15,777
Total unrealized appreciation/depreciation of assets2021-12-31$15,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$32,535
Total income from all sources (including contributions)2021-12-31$501,240
Total loss/gain on sale of assets2021-12-31$2,431
Total of all expenses incurred2021-12-31$291,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$232,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$288,000
Value of total assets at end of year2021-12-31$2,524,224
Value of total assets at beginning of year2021-12-31$2,346,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,073
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$86,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$82,798
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$215,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,047
Administrative expenses (other) incurred2021-12-31$59,073
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$32,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$209,915
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,524,224
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,314,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,337,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,292,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$108,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$288,000
Employer contributions (assets) at end of year2021-12-31$186,000
Employer contributions (assets) at beginning of year2021-12-31$53,000
Income. Dividends from common stock2021-12-31$4,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$232,252
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$581,026
Aggregate carrying amount (costs) on sale of assets2021-12-31$578,595
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2021-12-31161226221
2020 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$32,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$284,648
Total loss/gain on sale of assets2020-12-31$-21,558
Total of all expenses incurred2020-12-31$125,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$75,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$53,000
Value of total assets at end of year2020-12-31$2,346,844
Value of total assets at beginning of year2020-12-31$2,154,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,333
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$66,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$66,162
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$215,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,047
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,096
Administrative expenses (other) incurred2020-12-31$49,333
Liabilities. Value of operating payables at end of year2020-12-31$32,535
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$159,581
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,314,309
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,154,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,292,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,903,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$187,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$53,000
Employer contributions (assets) at end of year2020-12-31$53,000
Employer contributions (assets) at beginning of year2020-12-31$248,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$75,734
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,025,164
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,046,722
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2020-12-31161226221
2019 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$674,944
Total income from all sources (including contributions)2019-12-31$674,944
Total loss/gain on sale of assets2019-12-31$60,438
Total of all expenses incurred2019-12-31$368,787
Total of all expenses incurred2019-12-31$368,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$312,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$312,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$383,500
Value of total assets at end of year2019-12-31$2,154,728
Value of total assets at end of year2019-12-31$2,154,728
Value of total assets at beginning of year2019-12-31$1,848,571
Value of total assets at beginning of year2019-12-31$1,848,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,953
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$65,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$65,402
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$206,000
Value of fidelity bond cover2019-12-31$206,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$962
Administrative expenses (other) incurred2019-12-31$55,953
Administrative expenses (other) incurred2019-12-31$55,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$306,157
Value of net income/loss2019-12-31$306,157
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,154,728
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,154,728
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,848,571
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,848,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,903,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,903,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,740,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,740,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$165,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$165,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$383,500
Employer contributions (assets) at end of year2019-12-31$248,000
Employer contributions (assets) at end of year2019-12-31$248,000
Employer contributions (assets) at beginning of year2019-12-31$104,500
Employer contributions (assets) at beginning of year2019-12-31$104,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$312,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$312,834
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,377,525
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,317,087
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2019-12-31161226221
Accountancy firm EIN2019-12-31161226221
2018 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$38,700
Total loss/gain on sale of assets2018-12-31$-21,486
Total of all expenses incurred2018-12-31$242,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$189,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$172,500
Value of total assets at end of year2018-12-31$1,848,571
Value of total assets at beginning of year2018-12-31$2,052,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,955
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$65,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$65,834
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$206,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,064
Administrative expenses (other) incurred2018-12-31$52,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-203,899
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,848,571
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,052,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,740,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,014,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-178,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$172,500
Employer contributions (assets) at end of year2018-12-31$104,500
Employer contributions (assets) at beginning of year2018-12-31$34,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$189,644
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,194,269
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,215,755
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2018-12-31161226221
2017 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,242
Total income from all sources (including contributions)2017-12-31$328,629
Total loss/gain on sale of assets2017-12-31$7,684
Total of all expenses incurred2017-12-31$95,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$88,000
Value of total assets at end of year2017-12-31$2,052,470
Value of total assets at beginning of year2017-12-31$1,845,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,282
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$63,199
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$206,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$26,242
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$40,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$233,516
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,052,470
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,818,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,014,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,766,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$169,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$88,000
Employer contributions (assets) at end of year2017-12-31$34,000
Employer contributions (assets) at beginning of year2017-12-31$78,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$54,831
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$416,577
Aggregate carrying amount (costs) on sale of assets2017-12-31$408,893
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2017-12-31161226221
2016 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$294,873
Total loss/gain on sale of assets2016-12-31$14,327
Total of all expenses incurred2016-12-31$69,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$168,000
Value of total assets at end of year2016-12-31$1,845,196
Value of total assets at beginning of year2016-12-31$1,593,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,848
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$36,551
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$165,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$26,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$38,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$225,692
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,818,954
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,593,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,766,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,559,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$75,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$168,000
Employer contributions (assets) at end of year2016-12-31$78,000
Employer contributions (assets) at beginning of year2016-12-31$33,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,333
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,327
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2016-12-31161226221
2015 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$100,066
Total loss/gain on sale of assets2015-12-31$76,249
Total of all expenses incurred2015-12-31$152,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$120,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$132,000
Value of total assets at end of year2015-12-31$1,593,262
Value of total assets at beginning of year2015-12-31$1,645,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,713
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$35,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$35,063
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$165,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$473
Administrative expenses (other) incurred2015-12-31$31,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-52,291
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,593,262
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,645,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,559,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,609,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-143,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$132,000
Employer contributions (assets) at end of year2015-12-31$33,000
Employer contributions (assets) at beginning of year2015-12-31$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$120,644
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$76,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2015-12-31161226221
2014 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$230,264
Total loss/gain on sale of assets2014-12-31$131,221
Total of all expenses incurred2014-12-31$63,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$140,000
Value of total assets at end of year2014-12-31$1,645,553
Value of total assets at beginning of year2014-12-31$1,478,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,823
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$30,819
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$30,819
Administrative expenses professional fees incurred2014-12-31$14,873
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$165,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$438
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$19,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$166,615
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,645,553
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,478,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,609,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,412,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-71,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$140,000
Employer contributions (assets) at end of year2014-12-31$35,000
Employer contributions (assets) at beginning of year2014-12-31$66,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,826
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$131,221
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2014-12-31161226221
2013 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$358,908
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$179,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$116,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$144,000
Value of total assets at end of year2013-12-31$1,478,938
Value of total assets at beginning of year2013-12-31$1,299,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$62,794
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,138
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$24,138
Administrative expenses professional fees incurred2013-12-31$45,813
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$140,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$461
Administrative expenses (other) incurred2013-12-31$8,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$179,750
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,478,938
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,299,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,412,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,272,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$190,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$144,000
Employer contributions (assets) at end of year2013-12-31$66,000
Employer contributions (assets) at beginning of year2013-12-31$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$116,364
Contract administrator fees2013-12-31$8,093
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2013-12-31161226221
2012 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$91,640
Total unrealized appreciation/depreciation of assets2012-12-31$91,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$242,135
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$70,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$109,000
Value of total assets at end of year2012-12-31$1,299,188
Value of total assets at beginning of year2012-12-31$1,127,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,874
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$26,189
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$37,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$171,738
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,299,188
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,127,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,272,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$922,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$79,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$79,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$109,000
Employer contributions (assets) at end of year2012-12-31$25,000
Employer contributions (assets) at beginning of year2012-12-31$125,274
Income. Dividends from preferred stock2012-12-31$26,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,523
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FUST CHARLES CHAMBERS LLC
Accountancy firm EIN2012-12-31161226221
2011 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-43,506
Total unrealized appreciation/depreciation of assets2011-12-31$-43,506
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$208,285
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$76,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$231,096
Value of total assets at end of year2011-12-31$1,127,450
Value of total assets at beginning of year2011-12-31$995,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$59,680
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$19,235
Administrative expenses professional fees incurred2011-12-31$47,542
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,794
Administrative expenses (other) incurred2011-12-31$12,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$131,776
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,127,450
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$995,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$922,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$711,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$79,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$34,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$34,695
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$25,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$231,096
Employer contributions (assets) at end of year2011-12-31$125,274
Employer contributions (assets) at beginning of year2011-12-31$221,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,829
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2011-12-31161226221
2010 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,519
Total unrealized appreciation/depreciation of assets2010-12-31$1,519
Total transfer of assets from this plan2010-12-31$6,361
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$323,133
Total loss/gain on sale of assets2010-12-31$-5,297
Total of all expenses incurred2010-12-31$189,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$135,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$244,676
Value of total assets at end of year2010-12-31$995,674
Value of total assets at beginning of year2010-12-31$868,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,874
Total interest from all sources2010-12-31$1,281
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$16,889
Administrative expenses professional fees incurred2010-12-31$49,155
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$463
Administrative expenses (other) incurred2010-12-31$4,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$133,414
Value of net assets at end of year (total assets less liabilities)2010-12-31$995,674
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$868,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$711,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$608,000
Income. Interest from US Government securities2010-12-31$1,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$34,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$22,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$22,592
Asset value of US Government securities at end of year2010-12-31$25,607
Asset value of US Government securities at beginning of year2010-12-31$26,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$64,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$244,676
Employer contributions (assets) at end of year2010-12-31$221,838
Employer contributions (assets) at beginning of year2010-12-31$211,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$135,845
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$611,691
Aggregate carrying amount (costs) on sale of assets2010-12-31$616,988
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2010-12-31161226221
2009 : PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL

2022: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF AURELIA OSBORN FOX MEMORIAL HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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