UNIONTOWN HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT
| Measure | Date | Value |
|---|
| 2023 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2023 401k financial data |
|---|
| Total transfer of assets from this plan | 2023-02-06 | $17,257,626 |
| Total income from all sources (including contributions) | 2023-02-06 | $1,948,658 |
| Total of all expenses incurred | 2023-02-06 | $1,167,284 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-02-06 | $1,110,279 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-02-06 | $766,474 |
| Value of total assets at end of year | 2023-02-06 | $0 |
| Value of total assets at beginning of year | 2023-02-06 | $16,476,252 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-02-06 | $57,005 |
| Total interest from all sources | 2023-02-06 | $4,976 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-02-06 | $325,257 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-02-06 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-02-06 | $325,257 |
| Was this plan covered by a fidelity bond | 2023-02-06 | Yes |
| Value of fidelity bond cover | 2023-02-06 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-02-06 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-02-06 | No |
| Administrative expenses (other) incurred | 2023-02-06 | $29,202 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-06 | No |
| Value of net income/loss | 2023-02-06 | $781,374 |
| Value of net assets at end of year (total assets less liabilities) | 2023-02-06 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-02-06 | $16,476,252 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-02-06 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-02-06 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-02-06 | No |
| Investment advisory and management fees | 2023-02-06 | $27,803 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-02-06 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-02-06 | $16,036,693 |
| Interest earned on other investments | 2023-02-06 | $4,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-02-06 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-02-06 | $439,559 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-02-06 | $851,951 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-02-06 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-02-06 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-02-06 | No |
| Contributions received in cash from employer | 2023-02-06 | $766,474 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-02-06 | $1,110,279 |
| 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 | 2023-02-06 | Yes |
| Did the plan have assets held for investment | 2023-02-06 | 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 | 2023-02-06 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-02-06 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-02-06 | Unqualified |
| Accountancy firm name | 2023-02-06 | FORVIS, LLP |
| Accountancy firm EIN | 2023-02-06 | 440160260 |
| 2022 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2022 401k financial data |
|---|
| Total transfer of assets from this plan | 2022-07-01 | $17,257,626 |
| Total income from all sources (including contributions) | 2022-07-01 | $1,948,658 |
| Total of all expenses incurred | 2022-07-01 | $1,167,284 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $1,110,279 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $766,474 |
| Value of total assets at end of year | 2022-07-01 | $0 |
| Value of total assets at beginning of year | 2022-07-01 | $16,476,252 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $57,005 |
| Total interest from all sources | 2022-07-01 | $4,976 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $325,257 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-01 | $325,257 |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Administrative expenses (other) incurred | 2022-07-01 | $29,202 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $781,374 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $16,476,252 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Investment advisory and management fees | 2022-07-01 | $27,803 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $16,036,693 |
| Interest earned on other investments | 2022-07-01 | $4,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-01 | $439,559 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-01 | $851,951 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Contributions received in cash from employer | 2022-07-01 | $766,474 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $1,110,279 |
| 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 | 2022-07-01 | Yes |
| Did the plan have assets held for investment | 2022-07-01 | 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 | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | FORVIS, LLP |
| Accountancy firm EIN | 2022-07-01 | 440160260 |
| Total transfer of assets from this plan | 2022-06-30 | $45,606 |
| Total income from all sources (including contributions) | 2022-06-30 | $-1,314,158 |
| Total of all expenses incurred | 2022-06-30 | $2,985,494 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $2,896,405 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $1,330,585 |
| Value of total assets at end of year | 2022-06-30 | $16,476,252 |
| Value of total assets at beginning of year | 2022-06-30 | $20,821,510 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $89,089 |
| Total interest from all sources | 2022-06-30 | $5,602 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $403,770 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $403,770 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Administrative expenses (other) incurred | 2022-06-30 | $51,580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-4,299,652 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $16,476,252 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $20,821,510 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $37,509 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $16,036,693 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $20,502,781 |
| Interest earned on other investments | 2022-06-30 | $5,602 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $439,559 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $318,729 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-3,054,115 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $1,330,585 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $2,896,405 |
| 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 | 2022-06-30 | No |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | FORVIS, LLP |
| Accountancy firm EIN | 2022-06-30 | 440160260 |
| 2021 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-06-30 | $6,175,776 |
| Total of all expenses incurred | 2021-06-30 | $2,881,953 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $2,788,173 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $1,671,622 |
| Value of total assets at end of year | 2021-06-30 | $20,821,510 |
| Value of total assets at beginning of year | 2021-06-30 | $17,527,687 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $93,780 |
| Total interest from all sources | 2021-06-30 | $6,109 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $334,364 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $334,364 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Administrative expenses (other) incurred | 2021-06-30 | $53,499 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $3,293,823 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $20,821,510 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $17,527,687 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $40,281 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $20,502,781 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $17,153,447 |
| Interest earned on other investments | 2021-06-30 | $6,109 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $318,729 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $374,240 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $4,163,681 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $1,671,622 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $2,788,173 |
| 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 | 2021-06-30 | No |
| Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | BKD, LLP |
| Accountancy firm EIN | 2021-06-30 | 440160260 |
| 2011 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $1,983,949 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $179,872 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $147,306 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,165,842 |
| Value of total assets at end of year | 2011-06-30 | $4,942,770 |
| Value of total assets at beginning of year | 2011-06-30 | $3,138,693 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $32,566 |
| Total interest from all sources | 2011-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Administrative expenses (other) incurred | 2011-06-30 | $32,566 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $1,804,077 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $4,942,770 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $3,138,693 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $4,942,770 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $3,138,693 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $818,107 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $1,165,842 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $147,306 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | BKD, LLP |
| Accountancy firm EIN | 2011-06-30 | 440160260 |
| 2010 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
