?>
Logo

GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameGOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PHILADELPHIA POST-ACUTE PARTNERS, LLC D/B/A GOOD SHEPHERD PENN has sponsored the creation of one or more 401k plans.

Company Name:PHILADELPHIA POST-ACUTE PARTNERS, LLC D/B/A GOOD SHEPHERD PENN
Employer identification number (EIN):208283421
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01LAURA PORTER LAURA PORTER2015-12-24
0022014-01-01LAURA PORTER LAURA PORTER2015-10-14
0022013-01-01LAURA PORTER LAURA PORTER2014-10-13
0022012-01-01LAURA PORTER LAURA PORTER2013-10-12
0022011-01-01KEITH FEINOUR DANIEL C. CONFALONE2012-10-10
0022009-01-01ANTHONY BONGIVOANNI ANTHONY BONGIOVANNI2010-09-10

Plan Statistics for GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2015: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01806
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01802
Total number of active participants reported on line 7a of the Form 55002014-01-01694
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01806
Number of participants with account balances2014-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01737
Total number of active participants reported on line 7a of the Form 55002013-01-01717
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01802
Number of participants with account balances2013-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01638
Total number of active participants reported on line 7a of the Form 55002012-01-01629
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01108
Total of all active and inactive participants2012-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01737
Number of participants with account balances2012-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01604
Total number of active participants reported on line 7a of the Form 55002011-01-01575
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01638
Number of participants with account balances2011-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2009: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01334
Total number of active participants reported on line 7a of the Form 55002009-01-01394
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01415
Number of participants with account balances2009-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2015 : GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$22,430,567
Total income from all sources (including contributions)2015-06-30$-246,398
Total of all expenses incurred2015-06-30$770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$20
Value of total assets at end of year2015-06-30$0
Value of total assets at beginning of year2015-06-30$22,677,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$750
Total interest from all sources2015-06-30$2,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$627,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-247,168
Value of net assets at end of year (total assets less liabilities)2015-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$22,677,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$21,094,764
Interest on participant loans2015-06-30$2,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-248,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$955,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$20
Contract administrator fees2015-06-30$750
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-06-30390859910
2014 : GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,367,514
Total of all expenses incurred2014-12-31$1,023,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$980,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,693,138
Value of total assets at end of year2014-12-31$22,677,735
Value of total assets at beginning of year2014-12-31$18,333,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,390
Total interest from all sources2014-12-31$33,049
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$660,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$660,166
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,045,583
Participant contributions at end of year2014-12-31$627,223
Participant contributions at beginning of year2014-12-31$518,314
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$169,781
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$4,344,183
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,677,735
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,333,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,094,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,939,982
Interest on participant loans2014-12-31$33,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$981,161
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,477,774
Employer contributions (assets) at end of year2014-12-31$955,748
Employer contributions (assets) at beginning of year2014-12-31$875,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$980,941
Contract administrator fees2014-12-31$42,390
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,361
Total income from all sources (including contributions)2013-12-31$6,466,039
Total of all expenses incurred2013-12-31$527,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$485,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,557,843
Value of total assets at end of year2013-12-31$18,333,552
Value of total assets at beginning of year2013-12-31$12,419,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,796
Total interest from all sources2013-12-31$17,283
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$440,870
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$440,870
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,957,093
Participant contributions at end of year2013-12-31$518,314
Participant contributions at beginning of year2013-12-31$263,411
Participant contributions at beginning of year2013-12-31$12,502
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$137,888
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$24,361
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$5,938,255
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,333,552
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,395,297
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,939,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,296,153
Interest on participant loans2013-12-31$17,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,450,043
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$1,462,862
Employer contributions (assets) at end of year2013-12-31$875,256
Employer contributions (assets) at beginning of year2013-12-31$839,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$485,988
Contract administrator fees2013-12-31$41,796
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 name2013-12-31PARENTEBEARD, LLC
Accountancy firm EIN2013-12-31232932984
2012 : GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,361
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$4,313,172
Total of all expenses incurred2012-12-31$244,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$219,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,152,527
Value of total assets at end of year2012-12-31$12,419,658
Value of total assets at beginning of year2012-12-31$8,326,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,065
Total interest from all sources2012-12-31$10,284
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$223,575
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$223,575
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 period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,727,511
Participant contributions at end of year2012-12-31$263,411
Participant contributions at beginning of year2012-12-31$151,177
Participant contributions at end of year2012-12-31$12,502
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$167,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$24,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,068,624
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,395,297
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,326,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,296,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,494,774
Interest on participant loans2012-12-31$10,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$-7,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$-7,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$926,786
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$1,257,910
Employer contributions (assets) at end of year2012-12-31$839,930
Employer contributions (assets) at beginning of year2012-12-31$680,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$219,483
Contract administrator fees2012-12-31$25,065
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 name2012-12-31PARENTEBEARD, LLC
Accountancy firm EIN2012-12-31232932984
2011 : GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
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$20
Total income from all sources (including contributions)2011-12-31$2,538,024
Total of all expenses incurred2011-12-31$174,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$158,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,570,212
Value of total assets at end of year2011-12-31$8,326,673
Value of total assets at beginning of year2011-12-31$5,963,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,469
Total interest from all sources2011-12-31$4,894
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$148,655
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$148,655
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,474,165
Participant contributions at end of year2011-12-31$151,177
Participant contributions at beginning of year2011-12-31$60,152
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$48,635
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$20
Administrative expenses (other) incurred2011-12-31$304
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$2,363,148
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,326,673
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,963,525
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$7,494,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,064,639
Interest on participant loans2011-12-31$4,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$-7,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$191,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$191,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-185,737
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$1,028,554
Employer contributions (assets) at end of year2011-12-31$680,722
Employer contributions (assets) at beginning of year2011-12-31$598,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$158,407
Contract administrator fees2011-12-31$16,165
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 name2011-12-31PARENTEBEARD, LLC
Accountancy firm EIN2011-12-31232932984
2010 : GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT 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$20
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$2,887,633
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$125,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$116,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,306,736
Value of total assets at end of year2010-12-31$5,963,545
Value of total assets at beginning of year2010-12-31$3,201,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,063
Total interest from all sources2010-12-31$2,543
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$88,481
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$88,481
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,264,408
Participant contributions at end of year2010-12-31$60,152
Participant contributions at beginning of year2010-12-31$26,451
Participant contributions at end of year2010-12-31$48,635
Participant contributions at beginning of year2010-12-31$38,034
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$123,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,761,890
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,963,525
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,201,635
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$5,064,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,477,430
Interest on participant loans2010-12-31$2,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$191,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$96,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$96,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$489,873
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$919,105
Employer contributions (assets) at end of year2010-12-31$598,418
Employer contributions (assets) at beginning of year2010-12-31$562,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$116,680
Contract administrator fees2010-12-31$9,063
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 name2010-12-31PARENTEBEARD, LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT PLAN

2015: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT 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: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT 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: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT 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: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT 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
2009: GOOD SHEPHERD PENN PARTNERS DEFINED CONTRIBUTION RETIREMENT 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3