WELLSPAN GOOD SAMARITAN has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2016 : GOOD SAMARITAN 403(B) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $49,642,550 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $13,493,702 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $7,249,345 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,345,204 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $-100,709 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $10,082,764 |
| Value of total assets at end of year | 2016-12-31 | $0 |
| Value of total assets at beginning of year | 2016-12-31 | $43,398,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,850 |
| Total interest from all sources | 2016-12-31 | $228,320 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,223,134 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,223,134 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| 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 |
| Contributions received from participants | 2016-12-31 | $4,200,220 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $235,904 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $417,904 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $799 |
| 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 | $6,244,357 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $43,398,193 |
| 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 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $31,861,726 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,073,717 |
| Interest on participant loans | 2016-12-31 | $12,130 |
| Interest earned on other investments | 2016-12-31 | $216,190 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $10,226,846 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,898,620 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $60,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2016-12-31 | $5,464,640 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,345,204 |
| Contract administrator fees | 2016-12-31 | $4,850 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 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 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | STAMBAUGH NESS, P.C. |
| Accountancy firm EIN | 2016-12-31 | 232846715 |
| 2015 : GOOD SAMARITAN 403(B) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $5,275 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $6,102,004 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,739,228 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,701,509 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $32,597 |
| Value of total corrective distributions | 2015-12-31 | $3,619 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,252,393 |
| Value of total assets at end of year | 2015-12-31 | $43,398,193 |
| Value of total assets at beginning of year | 2015-12-31 | $40,030,142 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,503 |
| Total interest from all sources | 2015-12-31 | $185,051 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,343,100 |
| 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 | $1,343,100 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| 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 |
| Contributions received from participants | 2015-12-31 | $3,975,938 |
| Participant contributions at end of year | 2015-12-31 | $235,904 |
| Participant contributions at beginning of year | 2015-12-31 | $233,031 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $347,945 |
| 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 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $3,362,776 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $43,398,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $40,030,142 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $31,861,726 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $29,615,748 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,073,717 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,085,997 |
| Interest on participant loans | 2015-12-31 | $10,335 |
| Interest earned on other investments | 2015-12-31 | $174,716 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $10,226,846 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $9,095,366 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,676,243 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-2,297 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2015-12-31 | $1,928,510 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,701,509 |
| Contract administrator fees | 2015-12-31 | $1,503 |
| 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 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | STAMBAUGH NESS, P.C. |
| Accountancy firm EIN | 2015-12-31 | 232846715 |
| 2014 : GOOD SAMARITAN 403(B) 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $6,305,883 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,506,999 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,500,898 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $4,396 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,092,753 |
| Value of total assets at end of year | 2014-12-31 | $40,030,142 |
| Value of total assets at beginning of year | 2014-12-31 | $36,231,258 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,705 |
| Total interest from all sources | 2014-12-31 | $198,315 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,462,830 |
| 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 | $1,462,830 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| 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 |
| Contributions received from participants | 2014-12-31 | $3,282,338 |
| Participant contributions at end of year | 2014-12-31 | $233,031 |
| Participant contributions at beginning of year | 2014-12-31 | $251,805 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $439,276 |
| 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 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $3,798,884 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $40,030,142 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $36,231,258 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $29,615,748 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $24,617,350 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,085,997 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,064,763 |
| Interest on participant loans | 2014-12-31 | $10,374 |
| Interest earned on other investments | 2014-12-31 | $187,941 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $9,095,366 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $10,297,340 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $479,101 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $72,884 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2014-12-31 | $371,139 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,500,898 |
| Contract administrator fees | 2014-12-31 | $1,705 |
| 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 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2014-12-31 | 366055558 |
| 2013 : GOOD SAMARITAN 403(B) 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $45,286 |
| Total income from all sources (including contributions) | 2013-12-31 | $8,997,574 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $1,803,478 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,801,346 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,349,523 |
| Value of total assets at end of year | 2013-12-31 | $36,231,258 |
| Value of total assets at beginning of year | 2013-12-31 | $29,082,448 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,132 |
| Total interest from all sources | 2013-12-31 | $308,198 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $668,264 |
| 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 | $668,264 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| 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 |
| Contributions received from participants | 2013-12-31 | $2,723,632 |
| Participant contributions at end of year | 2013-12-31 | $251,805 |
| Participant contributions at beginning of year | 2013-12-31 | $169,283 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $625,891 |
| 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 | $57,104 |
| 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 | $45,286 |
| Total non interest bearing cash at end of year | 2013-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $2,143 |
| 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 | $7,194,096 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $36,231,258 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $29,037,162 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $24,617,350 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,387,657 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,064,763 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $839,498 |
| Interest on participant loans | 2013-12-31 | $6,819 |
| Interest earned on other investments | 2013-12-31 | $301,379 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $10,297,340 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $9,626,763 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,668,737 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $2,852 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,801,346 |
| Contract administrator fees | 2013-12-31 | $2,132 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2013-12-31 | 366055558 |
