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RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CLAXTON-HEPBURN MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:CLAXTON-HEPBURN MEDICAL CENTER
Employer identification number (EIN):150559686
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CLAXTON-HEPBURN MEDICAL CENTER

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1917-01-25
Company Identification Number: 14089
Legal Registered Office Address: 214 KING STREET
St. Lawrence
OGDENSBURG
United States of America (USA)
13669

More information about CLAXTON-HEPBURN MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LOU-ANN MCNALLY
0012016-01-01LOU-ANN MCNALLY
0012015-01-01LOU-ANN MCNALLY
0012014-01-01LOU-ANN MCNALLY
0012013-01-01LOU-ANN MCNALLY
0012012-01-01LOU-ANN MCNALLY
0012011-01-01LOU-ANN MCNALLY
0012010-01-01LOU-ANN MCNALLY
0012009-01-01JOHN C. ZIEGLER JOHN C. ZIEGLER2010-09-29

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2022 401k membership
Market value of plan assets2022-12-3138,692,750
Acturial value of plan assets2022-12-3136,983,486
Funding target for retired participants and beneficiaries receiving payment2022-12-3128,244,035
Number of terminated vested participants2022-12-31155
Fundng target for terminated vested participants2022-12-316,620,334
Active participant vested funding target2022-12-318,067,412
Number of active participants2022-12-31166
Total funding liabilities for active participants2022-12-318,280,460
Total participant count2022-12-31753
Total funding target for all participants2022-12-3143,144,829
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31634,761
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31634,761
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-310
Total employer contributions2022-12-311,395,804
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 date2022-12-311,328,641
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
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 cost2022-12-31631,000
Net shortfall amortization installment of oustanding balance2022-12-316,161,343
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,328,641
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-311,328,641
Contributions allocatedtoward minimum required contributions for current year2022-12-311,328,641
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01747
Total number of active participants reported on line 7a of the Form 55002022-01-01133
Number of retired or separated participants receiving benefits2022-01-01417
Number of other retired or separated participants entitled to future benefits2022-01-01161
Total of all active and inactive participants2022-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2021 401k membership
Market value of plan assets2021-12-3136,667,188
Acturial value of plan assets2021-12-3134,982,469
Funding target for retired participants and beneficiaries receiving payment2021-12-3127,438,661
Number of terminated vested participants2021-12-31160
Fundng target for terminated vested participants2021-12-316,571,967
Active participant vested funding target2021-12-318,577,859
Number of active participants2021-12-31182
Total funding liabilities for active participants2021-12-318,828,275
Total participant count2021-12-31768
Total funding target for all participants2021-12-3142,838,903
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31465,004
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31465,004
Present value of excess contributions2021-12-31123,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31130,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31130,464
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 year2021-12-31634,761
Total employer contributions2021-12-31954,955
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 date2021-12-31903,103
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 cost2021-12-31663,000
Net shortfall amortization installment of oustanding balance2021-12-318,491,195
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,537,616
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31634,513
Additional cash requirement2021-12-31903,103
Contributions allocatedtoward minimum required contributions for current year2021-12-31903,103
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01759
Total number of active participants reported on line 7a of the Form 55002021-01-01166
Number of retired or separated participants receiving benefits2021-01-01411
Number of other retired or separated participants entitled to future benefits2021-01-01145
Total of all active and inactive participants2021-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2020 401k membership
Market value of plan assets2020-12-3135,214,917
Acturial value of plan assets2020-12-3134,080,276
Funding target for retired participants and beneficiaries receiving payment2020-12-3125,271,703
Number of terminated vested participants2020-12-31158
Fundng target for terminated vested participants2020-12-316,319,852
Active participant vested funding target2020-12-3110,112,217
Number of active participants2020-12-31209
Total funding liabilities for active participants2020-12-3110,427,534
Total participant count2020-12-31772
Total funding target for all participants2020-12-3142,019,089
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3133,891
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3133,891
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,097,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,162,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31465,004
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 year2020-12-31465,004
Total employer contributions2020-12-311,663,416
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 date2020-12-311,612,126
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 cost2020-12-31657,005
Net shortfall amortization installment of oustanding balance2020-12-318,403,817
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,488,732
Additional cash requirement2020-12-311,488,732
Contributions allocatedtoward minimum required contributions for current year2020-12-311,612,126
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01763
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of retired or separated participants receiving benefits2020-01-01395
Number of other retired or separated participants entitled to future benefits2020-01-01153
Total of all active and inactive participants2020-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2019 401k membership
Market value of plan assets2019-12-3130,004,341
Acturial value of plan assets2019-12-3132,260,201
Funding target for retired participants and beneficiaries receiving payment2019-12-3124,837,126
Number of terminated vested participants2019-12-31155
Fundng target for terminated vested participants2019-12-316,107,760
Active participant vested funding target2019-12-3111,353,783
Number of active participants2019-12-31232
Total funding liabilities for active participants2019-12-3111,696,219
Total participant count2019-12-31782
Total funding target for all participants2019-12-3142,641,105
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31578,120
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31542,487
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3135,633
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3133,891
Total employer contributions2019-12-312,947,450
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 date2019-12-312,810,101
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 cost2019-12-31783,321
Net shortfall amortization installment of oustanding balance2019-12-3110,414,795
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,843,992
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3133,891
Additional cash requirement2019-12-312,810,101
Contributions allocatedtoward minimum required contributions for current year2019-12-312,810,101
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01776
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of retired or separated participants receiving benefits2019-01-01379
Number of other retired or separated participants entitled to future benefits2019-01-01151
Total of all active and inactive participants2019-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2018 401k membership
Market value of plan assets2018-12-3134,240,559
Acturial value of plan assets2018-12-3134,102,038
Funding target for retired participants and beneficiaries receiving payment2018-12-3123,677,556
Number of terminated vested participants2018-12-31222
Fundng target for terminated vested participants2018-12-316,687,584
Active participant vested funding target2018-12-3110,561,841
Number of active participants2018-12-31246
Total funding liabilities for active participants2018-12-3110,958,642
Total participant count2018-12-31854
Total funding target for all participants2018-12-3141,323,782
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31533,370
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 balance2018-12-31533,370
Present value of excess contributions2018-12-3183
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3188
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31578,120
Total employer contributions2018-12-311,688,183
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 date2018-12-311,638,004
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-31725,973
Net shortfall amortization installment of oustanding balance2018-12-317,799,864
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,180,491
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31542,487
Additional cash requirement2018-12-311,638,004
Contributions allocatedtoward minimum required contributions for current year2018-12-311,638,004
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01850
Total number of active participants reported on line 7a of the Form 55002018-01-01237
Number of retired or separated participants receiving benefits2018-01-01364
Number of other retired or separated participants entitled to future benefits2018-01-01153
Total of all active and inactive participants2018-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0122
Total participants2018-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2017 401k membership
Market value of plan assets2017-12-3132,673,188
Acturial value of plan assets2017-12-3134,495,486
Funding target for retired participants and beneficiaries receiving payment2017-12-3122,570,235
Number of terminated vested participants2017-12-31250
Fundng target for terminated vested participants2017-12-316,387,704
Active participant vested funding target2017-12-3110,688,350
Number of active participants2017-12-31268
Total funding liabilities for active participants2017-12-3111,130,835
Total participant count2017-12-31903
Total funding target for all participants2017-12-3140,088,774
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 contributions2017-12-31504,037
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31534,884
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31533,370
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 year2017-12-31533,370
Total employer contributions2017-12-311,791,989
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 date2017-12-311,698,079
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 cost2017-12-31639,173
Net shortfall amortization installment of oustanding balance2017-12-316,126,658
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,697,996
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,697,996
Contributions allocatedtoward minimum required contributions for current year2017-12-311,698,079
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01900
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-01364
Number of other retired or separated participants entitled to future benefits2017-01-01218
Total of all active and inactive participants2017-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0122
Total participants2017-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2016 401k membership
Market value of plan assets2016-12-3132,200,324
Acturial value of plan assets2016-12-3135,051,970
Funding target for retired participants and beneficiaries receiving payment2016-12-3119,030,855
Number of terminated vested participants2016-12-31246
Fundng target for terminated vested participants2016-12-316,699,558
Active participant vested funding target2016-12-3111,708,480
Number of active participants2016-12-31310
Total funding liabilities for active participants2016-12-3112,036,400
Total participant count2016-12-31916
Total funding target for all participants2016-12-3137,766,813
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 contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 contributions2016-12-311,781,382
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 date2016-12-311,627,547
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 cost2016-12-31674,954
Net shortfall amortization installment of oustanding balance2016-12-312,714,843
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,123,510
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,123,510
Contributions allocatedtoward minimum required contributions for current year2016-12-311,627,547
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01910
Total number of active participants reported on line 7a of the Form 55002016-01-01268
Number of retired or separated participants receiving benefits2016-01-01364
Number of other retired or separated participants entitled to future benefits2016-01-01245
Total of all active and inactive participants2016-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2015 401k membership
Total participants, beginning-of-year2015-01-01926
Total number of active participants reported on line 7a of the Form 55002015-01-01310
Number of retired or separated participants receiving benefits2015-01-01346
Number of other retired or separated participants entitled to future benefits2015-01-01242
Total of all active and inactive participants2015-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-01916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2014 401k membership
Total participants, beginning-of-year2014-01-01937
Total number of active participants reported on line 7a of the Form 55002014-01-01342
Number of retired or separated participants receiving benefits2014-01-01328
Number of other retired or separated participants entitled to future benefits2014-01-01238
Total of all active and inactive participants2014-01-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2013 401k membership
Total participants, beginning-of-year2013-01-01947
Total number of active participants reported on line 7a of the Form 55002013-01-01363
Number of retired or separated participants receiving benefits2013-01-01311
Number of other retired or separated participants entitled to future benefits2013-01-01245
Total of all active and inactive participants2013-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2012 401k membership
Total participants, beginning-of-year2012-01-01954
Total number of active participants reported on line 7a of the Form 55002012-01-01394
Number of retired or separated participants receiving benefits2012-01-01284
Number of other retired or separated participants entitled to future benefits2012-01-01249
Total of all active and inactive participants2012-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0120
Total participants2012-01-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2011 401k membership
Total participants, beginning-of-year2011-01-01965
Total number of active participants reported on line 7a of the Form 55002011-01-01432
Number of retired or separated participants receiving benefits2011-01-01265
Number of other retired or separated participants entitled to future benefits2011-01-01239
Total of all active and inactive participants2011-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0118
Total participants2011-01-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2010 401k membership
Total participants, beginning-of-year2010-01-01974
Total number of active participants reported on line 7a of the Form 55002010-01-01458
Number of retired or separated participants receiving benefits2010-01-01256
Number of other retired or separated participants entitled to future benefits2010-01-01234
Total of all active and inactive participants2010-01-01948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0117
Total participants2010-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2009 401k membership
Total participants, beginning-of-year2009-01-011,000
Total number of active participants reported on line 7a of the Form 55002009-01-01501
Number of retired or separated participants receiving benefits2009-01-01237
Number of other retired or separated participants entitled to future benefits2009-01-01219
Total of all active and inactive participants2009-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0117
Total participants2009-01-01974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-2,685,159
Total loss/gain on sale of assets2022-12-31$305,509
Total of all expenses incurred2022-12-31$3,528,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,710,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,395,804
Value of total assets at end of year2022-12-31$32,485,214
Value of total assets at beginning of year2022-12-31$38,699,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$818,207
Total interest from all sources2022-12-31$264,849
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$646,075
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$364,755
Administrative expenses professional fees incurred2022-12-31$115,785
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$52,440
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$61,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$64,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$61,771
Administrative expenses (other) incurred2022-12-31$559,929
Total non interest bearing cash at end of year2022-12-31$198,297
Total non interest bearing cash at beginning of year2022-12-31$16,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,214,005
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,485,214
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,699,219
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
Investment advisory and management fees2022-12-31$142,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,402,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,092,567
Income. Interest from corporate debt instruments2022-12-31$210,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,909,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,599,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,599,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$54,408
Asset value of US Government securities at end of year2022-12-31$277,155
Asset value of US Government securities at beginning of year2022-12-31$82,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,297,396
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$1,395,804
Employer contributions (assets) at end of year2022-12-31$797,916
Employer contributions (assets) at beginning of year2022-12-31$566,370
Income. Dividends from preferred stock2022-12-31$281,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,710,639
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$4,695,072
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$5,434,267
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$10,087,161
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$12,784,910
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$305,509
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$0
Total income from all sources (including contributions)2021-12-31$5,434,689
Total loss/gain on sale of assets2021-12-31$513,895
Total of all expenses incurred2021-12-31$3,403,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,626,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$954,955
Value of total assets at end of year2021-12-31$38,699,219
Value of total assets at beginning of year2021-12-31$36,668,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$777,440
Total interest from all sources2021-12-31$276,450
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$625,331
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$364,808
Administrative expenses professional fees incurred2021-12-31$75,117
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$61,300
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$62,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$61,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$69,816
Administrative expenses (other) incurred2021-12-31$555,522
Total non interest bearing cash at end of year2021-12-31$16,283
Total non interest bearing cash at beginning of year2021-12-31$270,072
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$2,030,894
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,699,219
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,668,325
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
Investment advisory and management fees2021-12-31$146,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,092,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,201,529
Income. Interest from corporate debt instruments2021-12-31$228,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,599,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,472,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,472,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$48,334
Asset value of US Government securities at end of year2021-12-31$82,062
Asset value of US Government securities at beginning of year2021-12-31$511,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,064,058
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$954,955
Employer contributions (assets) at end of year2021-12-31$566,370
Employer contributions (assets) at beginning of year2021-12-31$490,186
Income. Dividends from preferred stock2021-12-31$260,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,626,355
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$5,434,267
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$5,857,760
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$12,784,910
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$10,731,799
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$513,895
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FUST, CHARLES & CHAMBERS LLP
Accountancy firm EIN2021-12-31161226221
2020 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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$0
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$4,699,448
Total loss/gain on sale of assets2020-12-31$-405,700
Total of all expenses incurred2020-12-31$3,259,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,460,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,663,416
Value of total assets at end of year2020-12-31$36,668,325
Value of total assets at beginning of year2020-12-31$35,227,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$798,555
Total interest from all sources2020-12-31$273,947
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$570,430
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$338,342
Administrative expenses professional fees incurred2020-12-31$125,727
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$62,500
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$69,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$65,922
Administrative expenses (other) incurred2020-12-31$536,814
Total non interest bearing cash at end of year2020-12-31$270,072
Total non interest bearing cash at beginning of year2020-12-31$15,842
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$1,440,429
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,668,325
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,227,896
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
Investment advisory and management fees2020-12-31$136,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,201,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,570,201
Income. Interest from US Government securities2020-12-31$21,792
Income. Interest from corporate debt instruments2020-12-31$184,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,472,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,590,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,590,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$67,749
Asset value of US Government securities at end of year2020-12-31$511,967
Asset value of US Government securities at beginning of year2020-12-31$1,009,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,597,355
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$1,663,416
Employer contributions (assets) at end of year2020-12-31$490,186
Employer contributions (assets) at beginning of year2020-12-31$1,246,522
Income. Dividends from preferred stock2020-12-31$232,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,460,464
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$5,857,760
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$4,868,523
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$10,731,799
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$8,861,548
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$-405,700
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FUST, CHARLES & CHAMBERS LLP
Accountancy firm EIN2020-12-31161226221
2019 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$8,417,638
Total income from all sources (including contributions)2019-12-31$8,417,638
Total loss/gain on sale of assets2019-12-31$138,788
Total loss/gain on sale of assets2019-12-31$138,788
Total of all expenses incurred2019-12-31$3,194,381
Total of all expenses incurred2019-12-31$3,194,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,406,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,406,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,947,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,947,450
Value of total assets at end of year2019-12-31$35,227,896
Value of total assets at end of year2019-12-31$35,227,896
Value of total assets at beginning of year2019-12-31$30,004,639
Value of total assets at beginning of year2019-12-31$30,004,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$787,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$787,824
Total interest from all sources2019-12-31$311,627
Total interest from all sources2019-12-31$311,627
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$627,267
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$627,267
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$364,988
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$364,988
Administrative expenses professional fees incurred2019-12-31$128,716
Administrative expenses professional fees incurred2019-12-31$128,716
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$65,922
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$65,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$71,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$71,677
Administrative expenses (other) incurred2019-12-31$527,020
Administrative expenses (other) incurred2019-12-31$527,020
Total non interest bearing cash at end of year2019-12-31$15,842
Total non interest bearing cash at end of year2019-12-31$15,842
Total non interest bearing cash at beginning of year2019-12-31$9,989
Total non interest bearing cash at beginning of year2019-12-31$9,989
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$5,223,257
Value of net income/loss2019-12-31$5,223,257
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,227,896
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,227,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,004,639
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,004,639
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
Investment advisory and management fees2019-12-31$132,088
Investment advisory and management fees2019-12-31$132,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,570,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,570,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,715,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,715,750
Income. Interest from US Government securities2019-12-31$29,300
Income. Interest from US Government securities2019-12-31$29,300
Income. Interest from corporate debt instruments2019-12-31$168,939
Income. Interest from corporate debt instruments2019-12-31$168,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,590,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,590,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,787,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,787,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,787,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,787,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$113,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$113,388
Asset value of US Government securities at end of year2019-12-31$1,009,124
Asset value of US Government securities at end of year2019-12-31$1,009,124
Asset value of US Government securities at beginning of year2019-12-31$1,605,247
Asset value of US Government securities at beginning of year2019-12-31$1,605,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,392,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,392,506
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$2,947,450
Contributions received in cash from employer2019-12-31$2,947,450
Employer contributions (assets) at end of year2019-12-31$1,246,522
Employer contributions (assets) at end of year2019-12-31$1,246,522
Employer contributions (assets) at beginning of year2019-12-31$128,896
Employer contributions (assets) at beginning of year2019-12-31$128,896
Income. Dividends from preferred stock2019-12-31$262,279
Income. Dividends from preferred stock2019-12-31$262,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,406,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,406,557
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,868,523
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,868,523
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,834,643
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,834,643
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,861,548
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,861,548
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,850,564
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,850,564
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$138,788
Aggregate proceeds on sale of assets2019-12-31$138,788
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 LLP
Accountancy firm name2019-12-31FUST, CHARLES & CHAMBERS LLP
Accountancy firm EIN2019-12-31161226221
Accountancy firm EIN2019-12-31161226221
2018 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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$188,952
Total loss/gain on sale of assets2018-12-31$140,372
Total of all expenses incurred2018-12-31$4,440,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,644,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,688,183
Value of total assets at end of year2018-12-31$30,004,639
Value of total assets at beginning of year2018-12-31$34,256,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$796,104
Total interest from all sources2018-12-31$282,713
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$635,704
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$354,387
Administrative expenses professional fees incurred2018-12-31$110,957
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$71,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$65,454
Administrative expenses (other) incurred2018-12-31$553,536
Total non interest bearing cash at end of year2018-12-31$9,989
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,252,016
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,004,639
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,256,655
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$131,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,715,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,282,520
Income. Interest from US Government securities2018-12-31$32,375
Income. Interest from corporate debt instruments2018-12-31$146,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,787,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,032,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,032,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$104,243
Asset value of US Government securities at end of year2018-12-31$1,605,247
Asset value of US Government securities at beginning of year2018-12-31$2,118,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,558,020
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$1,688,183
Employer contributions (assets) at end of year2018-12-31$128,896
Employer contributions (assets) at beginning of year2018-12-31$763,001
Income. Dividends from preferred stock2018-12-31$281,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,644,864
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$4,834,643
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$5,445,435
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,850,564
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$9,549,662
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$140,372
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 LLP
Accountancy firm EIN2018-12-31161226221
2017 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,159,479
Total unrealized appreciation/depreciation of assets2017-12-31$1,159,479
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$0
Total income from all sources (including contributions)2017-12-31$4,518,110
Total loss/gain on sale of assets2017-12-31$-106,556
Total of all expenses incurred2017-12-31$2,989,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,245,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,791,989
Value of total assets at end of year2017-12-31$34,256,655
Value of total assets at beginning of year2017-12-31$32,727,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$743,074
Total interest from all sources2017-12-31$235,822
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$509,103
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$321,593
Administrative expenses professional fees incurred2017-12-31$73,425
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$65,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$26,357
Administrative expenses (other) incurred2017-12-31$538,641
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$1,529,088
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,256,655
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,727,567
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
Investment advisory and management fees2017-12-31$131,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,282,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,095,005
Income. Interest from US Government securities2017-12-31$26,425
Income. Interest from corporate debt instruments2017-12-31$143,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,032,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,510,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,510,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$65,993
Asset value of US Government securities at end of year2017-12-31$2,118,204
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$928,273
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$1,791,989
Employer contributions (assets) at end of year2017-12-31$763,001
Employer contributions (assets) at beginning of year2017-12-31$1,781,250
Income. Dividends from preferred stock2017-12-31$187,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,245,948
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$5,445,435
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,441,369
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$9,549,662
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,872,772
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$1,325,264
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,431,820
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 LLP
Accountancy firm EIN2017-12-31161226221
2016 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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$0
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$3,077,445
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,553,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,007,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,781,382
Value of total assets at end of year2016-12-31$32,727,567
Value of total assets at beginning of year2016-12-31$32,203,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$546,216
Total interest from all sources2016-12-31$26,858
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$20,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$26,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$525,716
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$524,006
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,727,567
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,203,561
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$2,095,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$32,028,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,510,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26,858
Net investment gain or loss from common/collective trusts2016-12-31$1,269,205
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$1,781,382
Employer contributions (assets) at end of year2016-12-31$1,781,250
Employer contributions (assets) at beginning of year2016-12-31$174,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,007,223
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,441,369
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,872,772
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FUST, CHARLES & CHAMBERS LLP
Accountancy firm EIN2016-12-31161226221
2015 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$-1,054,188
Total of all expenses incurred2015-12-31$2,064,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,739,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$489,084
Value of total assets at end of year2015-12-31$32,203,561
Value of total assets at beginning of year2015-12-31$35,321,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$324,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$10,250
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Administrative expenses (other) incurred2015-12-31$314,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,118,189
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,203,561
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,321,750
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 common/collective trusts at end of year2015-12-31$32,028,709
Value of interest in common/collective trusts at beginning of year2015-12-31$34,875,049
Net investment gain or loss from common/collective trusts2015-12-31$-1,543,272
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$489,084
Employer contributions (assets) at end of year2015-12-31$174,852
Employer contributions (assets) at beginning of year2015-12-31$446,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,739,501
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
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, LLP
Accountancy firm EIN2015-12-31161226221
2014 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,638,829
Total of all expenses incurred2014-12-31$1,847,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,612,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,008,955
Value of total assets at end of year2014-12-31$35,321,750
Value of total assets at beginning of year2014-12-31$34,530,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$234,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$23,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Administrative expenses (other) incurred2014-12-31$211,336
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$791,638
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,321,750
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,530,112
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 common/collective trusts at end of year2014-12-31$34,875,049
Value of interest in common/collective trusts at beginning of year2014-12-31$33,882,842
Net investment gain or loss from common/collective trusts2014-12-31$1,629,874
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$1,008,955
Employer contributions (assets) at end of year2014-12-31$446,701
Employer contributions (assets) at beginning of year2014-12-31$647,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,612,355
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
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, LLP
Accountancy firm EIN2014-12-31161226221
2013 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,355,581
Total of all expenses incurred2013-12-31$1,620,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,456,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,579,280
Value of total assets at end of year2013-12-31$34,530,112
Value of total assets at beginning of year2013-12-31$29,795,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$164,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$27,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Administrative expenses (other) incurred2013-12-31$137,317
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$4,734,966
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,530,112
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,795,146
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 common/collective trusts at end of year2013-12-31$33,882,842
Value of interest in common/collective trusts at beginning of year2013-12-31$28,969,231
Net investment gain or loss from common/collective trusts2013-12-31$4,776,301
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$1,579,280
Employer contributions (assets) at end of year2013-12-31$647,270
Employer contributions (assets) at beginning of year2013-12-31$825,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,456,298
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, LLP
Accountancy firm EIN2013-12-31161226221
2012 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,380,409
Total of all expenses incurred2012-12-31$1,472,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,311,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,078,754
Value of total assets at end of year2012-12-31$29,795,146
Value of total assets at beginning of year2012-12-31$25,887,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$160,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$27,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Administrative expenses (other) incurred2012-12-31$133,400
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$3,908,093
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,795,146
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,887,053
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 common/collective trusts at end of year2012-12-31$28,969,231
Value of interest in common/collective trusts at beginning of year2012-12-31$25,095,121
Net investment gain or loss from common/collective trusts2012-12-31$3,301,655
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$2,078,754
Employer contributions (assets) at end of year2012-12-31$825,915
Employer contributions (assets) at beginning of year2012-12-31$791,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,311,916
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, LLP
Accountancy firm EIN2012-12-31161226221
2011 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,694,994
Total of all expenses incurred2011-12-31$1,302,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,163,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,769,275
Value of total assets at end of year2011-12-31$25,887,053
Value of total assets at beginning of year2011-12-31$25,494,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$138,589
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,781
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$10,781
Administrative expenses professional fees incurred2011-12-31$42,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Administrative expenses (other) incurred2011-12-31$96,589
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$392,471
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,887,053
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,494,582
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,537,845
Value of interest in common/collective trusts at end of year2011-12-31$25,095,121
Value of interest in common/collective trusts at beginning of year2011-12-31$21,074,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$219,595
Net investment gain or loss from common/collective trusts2011-12-31$-304,657
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$1,769,275
Employer contributions (assets) at end of year2011-12-31$791,932
Employer contributions (assets) at beginning of year2011-12-31$882,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,163,934
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 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,646,041
Total of all expenses incurred2010-12-31$1,175,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,070,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,322,365
Value of total assets at end of year2010-12-31$25,494,582
Value of total assets at beginning of year2010-12-31$22,024,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$105,626
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$35,333
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$35,333
Administrative expenses professional fees incurred2010-12-31$31,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Administrative expenses (other) incurred2010-12-31$74,626
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$3,470,198
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,494,582
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,024,384
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$3,537,845
Value of interest in common/collective trusts at end of year2010-12-31$21,074,471
Value of interest in common/collective trusts at beginning of year2010-12-31$22,024,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$383,823
Net investment gain or loss from common/collective trusts2010-12-31$2,904,520
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$1,322,365
Employer contributions (assets) at end of year2010-12-31$882,266
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,070,217
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
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 : RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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 RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER

2022: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON HEPBURN MEDICAL CENTER 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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