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ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 401k Plan overview

Plan NameST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN
Plan identification number 002

ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. JOSEPHS HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ST. JOSEPHS HOSPITAL
Employer identification number (EIN):160743163
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01KIM HOWELL
0022015-01-01KIM HOWELL
0022014-01-01RONALD KINTZ
0022014-01-01RONALD KINTZ
0022013-01-01RONALD KINTZ
0022012-01-01RONALD KINTZ
0022011-01-01RONALD KINITZ
0022010-01-01RONALD KINTZ
0022009-01-01ROBERT MCNAMARA ROBERT MCNAMARA2010-10-14

Plan Statistics for ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN

401k plan membership statisitcs for ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN

Measure Date Value
2016: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01702
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0143
2015: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01711
Total number of active participants reported on line 7a of the Form 55002015-01-01458
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01244
Total of all active and inactive participants2015-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01702
Number of participants with account balances2015-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0159
2014: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01794
Total number of active participants reported on line 7a of the Form 55002014-01-01480
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01228
Total of all active and inactive participants2014-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01708
Number of participants with account balances2014-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0159
2013: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01928
Total number of active participants reported on line 7a of the Form 55002013-01-01505
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01286
Total of all active and inactive participants2013-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01791
Number of participants with account balances2013-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0183
2012: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,115
Total number of active participants reported on line 7a of the Form 55002012-01-01678
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01250
Total of all active and inactive participants2012-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01928
Number of participants with account balances2012-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0188
2011: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01917
Total number of active participants reported on line 7a of the Form 55002011-01-011,106
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,115
Number of participants with account balances2011-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01983
Total number of active participants reported on line 7a of the Form 55002010-01-01800
Number of retired or separated participants receiving benefits2010-01-01117
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01917
Number of participants with account balances2010-01-01916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0165
2009: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,047
Total number of active participants reported on line 7a of the Form 55002009-01-01802
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01181
Total of all active and inactive participants2009-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01983
Number of participants with account balances2009-01-01970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0162

Financial Data on ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN

Measure Date Value
2016 : ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$19,269,135
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$2,161,299
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,930,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,888,349
Value of total corrective distributions2016-12-31$124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$935,200
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$19,038,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,756
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$559,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$559,779
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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
Contributions received from participants2016-12-31$476,750
Other income not declared elsewhere2016-12-31$9,114
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$231,070
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,038,065
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
Investment advisory and management fees2016-12-31$35,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,668,617
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$1,369,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$630,049
Net investment gain or loss from common/collective trusts2016-12-31$27,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$458,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,888,349
Contract administrator fees2016-12-31$6,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
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 name2016-12-31EFPR GROUP CPA'S, PLLC
Accountancy firm EIN2016-12-31474526160
2015 : ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$760,696
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,040,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,980,863
Value of total corrective distributions2015-12-31$7,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,002,067
Value of total assets at end of year2015-12-31$19,038,065
Value of total assets at beginning of year2015-12-31$20,318,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,154
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,731,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,731,892
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$526,728
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,129
Other income not declared elsewhere2015-12-31$1,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,280,059
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,038,065
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,318,124
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
Investment advisory and management fees2015-12-31$38,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,668,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,157,470
Value of interest in common/collective trusts at end of year2015-12-31$1,369,448
Value of interest in common/collective trusts at beginning of year2015-12-31$1,160,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,000,986
Net investment gain or loss from common/collective trusts2015-12-31$26,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$469,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,980,863
Contract administrator fees2015-12-31$13,158
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 name2015-12-31EFPR GROUP CPA'S, PLLC
Accountancy firm EIN2015-12-31474526160
2014 : ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,133,680
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,081,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,042,785
Value of total corrective distributions2014-12-31$14,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,122,716
Value of total assets at end of year2014-12-31$20,318,124
Value of total assets at beginning of year2014-12-31$21,266,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,080
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$660,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$660,873
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$510,133
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,255
Other income not declared elsewhere2014-12-31$1,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-947,964
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,318,124
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,266,088
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
Investment advisory and management fees2014-12-31$10,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,157,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,304,149
Value of interest in common/collective trusts at end of year2014-12-31$1,160,654
Value of interest in common/collective trusts at beginning of year2014-12-31$961,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$327,120
Net investment gain or loss from common/collective trusts2014-12-31$21,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$515,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,042,785
Contract administrator fees2014-12-31$13,447
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 name2014-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2014-12-31264298079
2013 : ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,561,508
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,289,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,208,205
Value of total corrective distributions2013-12-31$12,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,495,836
Value of total assets at end of year2013-12-31$21,266,088
Value of total assets at beginning of year2013-12-31$21,994,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,253
Total interest from all sources2013-12-31$186
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$480,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$480,761
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$790,465
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$36,187
Other income not declared elsewhere2013-12-31$18,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-728,491
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,266,088
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,994,579
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
Investment advisory and management fees2013-12-31$43,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,304,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,879,912
Value of interest in common/collective trusts at end of year2013-12-31$961,939
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,114,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,114,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,553,205
Net investment gain or loss from common/collective trusts2013-12-31$13,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$669,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,208,205
Contract administrator fees2013-12-31$25,354
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 name2013-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2013-12-31264298079
2012 : ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,307,471
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,429,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,359,216
Value of total corrective distributions2012-12-31$48,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,129,965
Value of total assets at end of year2012-12-31$21,994,579
Value of total assets at beginning of year2012-12-31$20,116,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,683
Total interest from all sources2012-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$411,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$411,997
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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
Contributions received from participants2012-12-31$903,063
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$409,360
Other income not declared elsewhere2012-12-31$-21
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$1,877,970
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,994,579
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,116,609
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
Investment advisory and management fees2012-12-31$10,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,879,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,006,422
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$6,110,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,114,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,668,768
Net investment gain or loss from common/collective trusts2012-12-31$96,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$817,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,359,216
Contract administrator fees2012-12-31$10,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2012-12-31264298079
2011 : ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,987
Total income from all sources (including contributions)2011-12-31$2,090,153
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,059,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,007,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,223,522
Value of total assets at end of year2011-12-31$20,116,609
Value of total assets at beginning of year2011-12-31$20,101,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,992
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,100,681
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$187,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$14,987
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$30,479
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,116,609
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,086,130
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$14,006,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,133,944
Value of interest in common/collective trusts at end of year2011-12-31$6,110,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,967,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,967,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-133,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$935,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,007,682
Contract administrator fees2011-12-31$51,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2011-12-31264298079
2010 : ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,859,589
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,777,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,724,557
Value of total corrective distributions2010-12-31$207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,766,521
Value of total assets at end of year2010-12-31$20,101,117
Value of total assets at beginning of year2010-12-31$18,003,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$52,423
Total interest from all sources2010-12-31$199
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$347,966
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$347,966
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$887,491
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$14,987
Administrative expenses (other) incurred2010-12-31$113
Total non interest bearing cash at beginning of year2010-12-31$18
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$2,082,402
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,086,130
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,003,728
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
Investment advisory and management fees2010-12-31$52,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,133,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,847,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,967,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,156,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,156,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,744,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$872,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,724,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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

Form 5500 Responses for ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN

2016: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. JOSEPHS HOSPITAL CONTRIBUTORY PENSION PLAN 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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