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Plan Name | NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN |
Plan identification number | 013 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | NEW JERSEY HOSPITAL ASSOCIATION |
Employer identification number (EIN): | 210618622 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about NEW JERSEY HOSPITAL ASSOCIATION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2004-05-14 |
Company Identification Number: | F158754 |
Legal Registered Office Address: |
3975 UNIVERSITY DR SUITE 410 FAIRFAX United States of America (USA) 22030 |
More information about NEW JERSEY HOSPITAL ASSOCIATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
013 | 2022-01-01 | ||||
013 | 2021-01-01 | ||||
013 | 2020-01-01 | ||||
013 | 2019-01-01 | ||||
013 | 2019-01-01 | ||||
013 | 2018-01-01 | ||||
013 | 2017-01-01 | BELINDA COOPER | DAVID LAVINS | 2018-10-12 | |
013 | 2016-01-01 | BELINDA COOPER | DAVID LAVINS | 2017-10-10 | |
013 | 2015-01-01 | BELINDA COOPER | DAVID LAVINS | 2016-10-07 | |
013 | 2014-01-01 | BELINDA COOPER | DAVID LAVINS | 2015-10-12 | |
013 | 2013-01-01 | BELINDA COOPER | DAVID LAVINS | 2014-10-10 | |
013 | 2012-01-01 | BELINDA COOPER | DAVID LAVINS | 2013-10-15 |
Measure | Date | Value |
---|---|---|
2022: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 26,978,857 |
Acturial value of plan assets | 2022-12-31 | 25,845,810 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 3,588,325 |
Number of terminated vested participants | 2022-12-31 | 73 |
Fundng target for terminated vested participants | 2022-12-31 | 2,918,723 |
Active participant vested funding target | 2022-12-31 | 9,771,888 |
Number of active participants | 2022-12-31 | 118 |
Total funding liabilities for active participants | 2022-12-31 | 9,969,390 |
Total participant count | 2022-12-31 | 255 |
Total funding target for all participants | 2022-12-31 | 16,476,438 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 6,547,035 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 6,547,035 |
Present value of excess contributions | 2022-12-31 | 686,748 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 724,176 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 724,176 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 7,829,673 |
Total employer contributions | 2022-12-31 | 750,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 690,429 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 751,964 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 690,429 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 59 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 73 |
Total of all active and inactive participants | 2022-01-01 | 246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 252 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 27,026,482 |
Acturial value of plan assets | 2021-12-31 | 24,953,968 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 4,015,147 |
Number of terminated vested participants | 2021-12-31 | 85 |
Fundng target for terminated vested participants | 2021-12-31 | 4,203,874 |
Active participant vested funding target | 2021-12-31 | 9,268,925 |
Number of active participants | 2021-12-31 | 122 |
Total funding liabilities for active participants | 2021-12-31 | 9,457,744 |
Total participant count | 2021-12-31 | 271 |
Total funding target for all participants | 2021-12-31 | 17,676,765 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 5,538,023 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 5,538,023 |
Present value of excess contributions | 2021-12-31 | 688,774 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 724,521 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 724,521 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 447,636 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 6,547,035 |
Total employer contributions | 2021-12-31 | 750,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 686,748 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 730,168 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 686,748 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 72 |
Total of all active and inactive participants | 2021-01-01 | 250 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 255 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 24,643,109 |
Acturial value of plan assets | 2020-12-31 | 23,720,103 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 3,373,442 |
Number of terminated vested participants | 2020-12-31 | 76 |
Fundng target for terminated vested participants | 2020-12-31 | 2,838,262 |
Active participant vested funding target | 2020-12-31 | 10,919,404 |
Number of active participants | 2020-12-31 | 140 |
Total funding liabilities for active participants | 2020-12-31 | 11,168,077 |
Total participant count | 2020-12-31 | 275 |
Total funding target for all participants | 2020-12-31 | 17,379,781 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 4,766,412 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 4,766,412 |
Present value of excess contributions | 2020-12-31 | 690,205 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 726,993 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 726,993 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 830,972 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 5,538,023 |
Total employer contributions | 2020-12-31 | 750,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 688,774 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 802,299 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 688,774 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 85 |
Total of all active and inactive participants | 2020-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 271 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 20,929,801 |
Acturial value of plan assets | 2019-12-31 | 21,983,876 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 3,297,795 |
Number of terminated vested participants | 2019-12-31 | 76 |
Fundng target for terminated vested participants | 2019-12-31 | 2,773,614 |
Active participant vested funding target | 2019-12-31 | 10,082,924 |
Number of active participants | 2019-12-31 | 149 |
Total funding liabilities for active participants | 2019-12-31 | 10,347,714 |
Total participant count | 2019-12-31 | 285 |
Total funding target for all participants | 2019-12-31 | 16,419,123 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 4,882,695 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 4,882,695 |
Present value of excess contributions | 2019-12-31 | 690,451 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 728,633 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 728,633 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 641,308 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 4,766,412 |
Total employer contributions | 2019-12-31 | 750,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 690,205 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 798,341 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 690,205 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 76 |
Total of all active and inactive participants | 2019-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
2018: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 22,339,542 |
Acturial value of plan assets | 2018-12-31 | 21,484,473 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 3,263,565 |
Number of terminated vested participants | 2018-12-31 | 83 |
Fundng target for terminated vested participants | 2018-12-31 | 2,966,488 |
Active participant vested funding target | 2018-12-31 | 9,338,984 |
Number of active participants | 2018-12-31 | 151 |
Total funding liabilities for active participants | 2018-12-31 | 9,629,049 |
Total participant count | 2018-12-31 | 294 |
Total funding target for all participants | 2018-12-31 | 15,859,102 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 4,871,863 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 4,871,863 |
Present value of excess contributions | 2018-12-31 | 689,714 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 729,304 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 729,304 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 1,381,045 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 4,882,695 |
Total employer contributions | 2018-12-31 | 750,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 690,451 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 742,676 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 690,451 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 76 |
Total of all active and inactive participants | 2018-01-01 | 281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 285 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 19,906,794 |
Acturial value of plan assets | 2017-12-31 | 20,427,103 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 2,917,236 |
Number of terminated vested participants | 2017-12-31 | 86 |
Fundng target for terminated vested participants | 2017-12-31 | 3,209,758 |
Active participant vested funding target | 2017-12-31 | 8,409,275 |
Number of active participants | 2017-12-31 | 146 |
Total funding liabilities for active participants | 2017-12-31 | 8,730,948 |
Total participant count | 2017-12-31 | 292 |
Total funding target for all participants | 2017-12-31 | 14,857,942 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 4,165,479 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 4,165,479 |
Present value of excess contributions | 2017-12-31 | 685,085 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 725,505 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 725,505 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 249,889 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 4,871,863 |
Total employer contributions | 2017-12-31 | 750,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 689,714 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 697,297 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 689,714 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 83 |
Total of all active and inactive participants | 2017-01-01 | 290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 294 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 18,918,213 |
Acturial value of plan assets | 2016-12-31 | 19,689,513 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 2,871,502 |
Number of terminated vested participants | 2016-12-31 | 79 |
Fundng target for terminated vested participants | 2016-12-31 | 3,028,830 |
Active participant vested funding target | 2016-12-31 | 7,899,697 |
Number of active participants | 2016-12-31 | 149 |
Total funding liabilities for active participants | 2016-12-31 | 8,214,608 |
Total participant count | 2016-12-31 | 286 |
Total funding target for all participants | 2016-12-31 | 14,114,940 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 3,423,586 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 3,423,586 |
Present value of excess contributions | 2016-12-31 | 678,460 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 719,982 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 719,982 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 4,165,479 |
Total employer contributions | 2016-12-31 | 750,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 685,085 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 670,048 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 685,085 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 286 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 146 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 86 |
Total of all active and inactive participants | 2016-01-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 292 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 298 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 79 |
Total of all active and inactive participants | 2015-01-01 | 283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 286 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 17 |
2014: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 84 |
Total of all active and inactive participants | 2014-01-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 298 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 83 |
Total of all active and inactive participants | 2013-01-01 | 278 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 281 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 83 |
Total of all active and inactive participants | 2012-01-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 276 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $14,341 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $11,879 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,974,764 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,323,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,214,988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $750,000 |
Value of total assets at end of year | 2022-12-31 | $22,720,417 |
Value of total assets at beginning of year | 2022-12-31 | $27,016,465 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $108,758 |
Total interest from all sources | 2022-12-31 | $11,710 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $483,297 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $483,297 |
Administrative expenses professional fees incurred | 2022-12-31 | $69,822 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $17 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,940 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $22,440 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $14,341 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $11,879 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,298,510 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $22,706,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $27,004,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $16,496 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,023,309 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,481,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $944,168 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $785,183 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $785,183 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $11,710 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,219,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,214,988 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $11,879 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $11,838 |
Total income from all sources (including contributions) | 2021-12-31 | $2,906,220 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,953,547 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,853,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $750,000 |
Value of total assets at end of year | 2021-12-31 | $27,016,465 |
Value of total assets at beginning of year | 2021-12-31 | $27,063,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $100,294 |
Total interest from all sources | 2021-12-31 | $251 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $446,627 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $446,627 |
Administrative expenses professional fees incurred | 2021-12-31 | $59,799 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $17 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $42 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $23,306 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $11,879 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $11,838 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-47,327 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $27,004,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $27,051,913 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $17,189 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,481,265 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $24,376,036 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $785,183 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,937,673 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,937,673 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $251 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,709,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,853,253 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $11,838 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,163 |
Total income from all sources (including contributions) | 2020-12-31 | $3,890,268 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,503,658 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,291,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $750,000 |
Value of total assets at end of year | 2020-12-31 | $27,063,751 |
Value of total assets at beginning of year | 2020-12-31 | $24,668,466 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $212,098 |
Total interest from all sources | 2020-12-31 | $8,261 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $432,243 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $432,243 |
Administrative expenses professional fees incurred | 2020-12-31 | $173,682 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $42 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,265 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $22,825 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $11,838 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $3,163 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,386,610 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $27,051,913 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $24,665,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $15,591 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $24,376,036 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $22,086,437 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,937,673 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,829,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,829,764 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $8,261 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,699,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,291,560 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,163 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,163 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,701 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,701 |
Total income from all sources (including contributions) | 2019-12-31 | $4,507,717 |
Total income from all sources (including contributions) | 2019-12-31 | $4,507,717 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $790,308 |
Total of all expenses incurred | 2019-12-31 | $790,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $702,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $702,422 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $750,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $750,000 |
Value of total assets at end of year | 2019-12-31 | $24,668,466 |
Value of total assets at end of year | 2019-12-31 | $24,668,466 |
Value of total assets at beginning of year | 2019-12-31 | $20,953,595 |
Value of total assets at beginning of year | 2019-12-31 | $20,953,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $87,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $87,886 |
Total interest from all sources | 2019-12-31 | $32,555 |
Total interest from all sources | 2019-12-31 | $32,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $525,166 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $525,166 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $525,166 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $525,166 |
Administrative expenses professional fees incurred | 2019-12-31 | $51,336 |
Administrative expenses professional fees incurred | 2019-12-31 | $51,336 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,265 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,265 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,274 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,274 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $22,800 |
Administrative expenses (other) incurred | 2019-12-31 | $22,800 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $3,163 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $3,163 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $5,701 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $5,701 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,717,409 |
Value of net income/loss | 2019-12-31 | $3,717,409 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $24,665,303 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $24,665,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,947,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,947,894 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $13,750 |
Investment advisory and management fees | 2019-12-31 | $13,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,086,437 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,086,437 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,427,374 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,427,374 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,829,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,829,764 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,772,947 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,772,947 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,772,947 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,772,947 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $32,555 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $32,555 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,199,996 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,199,996 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $750,000 |
Contributions received in cash from employer | 2019-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $702,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $702,422 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $4,260,018 |
Aggregate proceeds on sale of assets | 2019-12-31 | $4,260,018 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,260,018 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,260,018 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm name | 2019-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,701 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,198 |
Total income from all sources (including contributions) | 2018-12-31 | $-177,342 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,234,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,136,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $750,000 |
Value of total assets at end of year | 2018-12-31 | $20,953,595 |
Value of total assets at beginning of year | 2018-12-31 | $22,362,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $98,949 |
Total interest from all sources | 2018-12-31 | $34,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $452,925 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $452,925 |
Administrative expenses professional fees incurred | 2018-12-31 | $63,225 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $3,274 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,620 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $21,756 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $5,701 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $2,198 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,412,321 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $20,947,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $22,360,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $13,968 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,427,374 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $19,499,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,772,947 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,111,555 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,111,555 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $34,522 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,414,789 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,136,030 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $1,231,770 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,231,770 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2018-12-31 | 222027092 |
2017 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,198 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $6,081 |
Total income from all sources (including contributions) | 2017-12-31 | $3,371,460 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $941,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $852,520 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $750,000 |
Value of total assets at end of year | 2017-12-31 | $22,362,413 |
Value of total assets at beginning of year | 2017-12-31 | $19,936,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $89,390 |
Total interest from all sources | 2017-12-31 | $13,472 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $400,436 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $400,436 |
Administrative expenses professional fees incurred | 2017-12-31 | $52,747 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,620 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $555 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $20,148 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $2,198 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $6,081 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,429,550 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $22,360,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,930,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $16,495 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $19,499,238 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $15,236,930 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,054,898 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,111,555 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,894,363 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,894,363 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $13,472 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $70,244 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $2,137,308 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $852,520 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2017-12-31 | 222027092 |
2016 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $6,081 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $5,979 |
Total income from all sources (including contributions) | 2016-12-31 | $1,748,173 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $765,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $670,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $750,000 |
Value of total assets at end of year | 2016-12-31 | $19,936,746 |
Value of total assets at beginning of year | 2016-12-31 | $18,953,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $94,687 |
Total interest from all sources | 2016-12-31 | $4,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $349,706 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $349,706 |
Administrative expenses professional fees incurred | 2016-12-31 | $50,852 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $555 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $75 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $18,304 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $6,081 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $5,979 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $982,737 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $19,930,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,947,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $15,236,930 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $14,403,906 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,054,898 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,812,655 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,894,363 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,987,271 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,987,271 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $4,169 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $388,317 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $255,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $670,749 |
Contract administrator fees | 2016-12-31 | $25,531 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $887,994 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $887,994 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2016-12-31 | 222027092 |
2015 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,979 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $7,992 |
Total income from all sources (including contributions) | 2015-12-31 | $839,505 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,088,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $989,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $750,000 |
Value of total assets at end of year | 2015-12-31 | $18,953,907 |
Value of total assets at beginning of year | 2015-12-31 | $19,204,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $98,473 |
Total interest from all sources | 2015-12-31 | $174 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $324,500 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $324,500 |
Administrative expenses professional fees incurred | 2015-12-31 | $55,845 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $75 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $8 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $16,986 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $5,979 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $7,992 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-248,766 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,947,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,196,694 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $25,642 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $14,403,906 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,970,833 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,812,655 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,970,624 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,987,271 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,513,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,513,221 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $174 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-211,426 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-23,743 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $989,798 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $1,173,876 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,173,876 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2015-12-31 | 222027092 |
2014 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $7,992 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,176 |
Total income from all sources (including contributions) | 2014-12-31 | $1,974,302 |
Total loss/gain on sale of assets | 2014-12-31 | $216 |
Total of all expenses incurred | 2014-12-31 | $2,084,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,967,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $750,000 |
Value of total assets at end of year | 2014-12-31 | $19,204,686 |
Value of total assets at beginning of year | 2014-12-31 | $19,313,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $117,166 |
Total interest from all sources | 2014-12-31 | $137 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $367,516 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $367,516 |
Administrative expenses professional fees incurred | 2014-12-31 | $75,146 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $8 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $9 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $13,769 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $7,992 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $6,176 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-110,525 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $19,196,694 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,307,219 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $28,251 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,970,833 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,290,722 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,970,624 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,082,475 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,513,221 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,640,189 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,640,189 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $602,593 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $253,840 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,967,661 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $2,677,175 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $2,676,959 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2014-12-31 | 222027092 |
2013 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $6,176 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,858 |
Total income from all sources (including contributions) | 2013-12-31 | $3,610,884 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,395,523 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,292,381 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,300,000 |
Value of total assets at end of year | 2013-12-31 | $19,313,395 |
Value of total assets at beginning of year | 2013-12-31 | $17,097,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $103,142 |
Total interest from all sources | 2013-12-31 | $195 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $273,972 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $273,972 |
Administrative expenses professional fees incurred | 2013-12-31 | $65,861 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $9 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $7,558 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,226 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $11,592 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $6,176 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $5,858 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,215,361 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,307,219 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,091,858 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $25,689 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,290,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,749,528 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,082,475 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,583,487 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,640,189 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,454,917 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,454,917 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,524,684 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $512,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $1,300,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,300,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,292,381 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2013-12-31 | 222027092 |
2012 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,858 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $21,126 |
Total income from all sources (including contributions) | 2012-12-31 | $2,990,568 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,154,457 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,037,031 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,300,000 |
Value of total assets at end of year | 2012-12-31 | $17,097,716 |
Value of total assets at beginning of year | 2012-12-31 | $15,276,873 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $117,426 |
Total interest from all sources | 2012-12-31 | $154 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $315,624 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $315,624 |
Administrative expenses professional fees incurred | 2012-12-31 | $79,945 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $7,558 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,226 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5,526 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $7,531 |
Administrative expenses (other) incurred | 2012-12-31 | $9,660 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $5,858 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $13,595 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,836,111 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,091,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,255,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $27,821 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,749,528 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,669,645 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,583,487 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,303,579 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,454,917 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $998,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $998,123 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $154 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,081,623 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $293,167 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $1,300,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,300,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,037,031 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | WITHUMSMITHBROWN, P.C. |
Accountancy firm EIN | 2012-12-31 | 222027092 |
2022: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |