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TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 401k Plan overview

Plan NameTAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL
Plan identification number 001

TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CLEARFIELD HOSPITAL
Employer identification number (EIN):250979346
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CLEARFIELD HOSPITAL

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 714002

More information about CLEARFIELD HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01ROBERT MCKEE
0012016-01-01ROBERT MCKEE
0012015-01-01ROBERT MCKEE
0012014-01-01ROBERT MCKEE
0012013-01-01ROBERT MCKEE
0012012-01-01ROBERT MCKEE
0012011-01-01ROBERT MCKEE
0012010-01-01JON STEEN
0012009-01-01JON STEEN

Plan Statistics for TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL

401k plan membership statisitcs for TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL

Measure Date Value
2019: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2019 401k membership
Total participants, beginning-of-year2019-01-01192
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2018 401k membership
Total participants, beginning-of-year2018-01-01211
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01192
Number of participants with account balances2018-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2017 401k membership
Total participants, beginning-of-year2017-01-01195
Total number of active participants reported on line 7a of the Form 55002017-01-01129
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0162
Total participants2017-01-01192
Number of participants with account balances2017-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2016 401k membership
Total participants, beginning-of-year2016-01-01289
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01195
Number of participants with account balances2016-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-01311
Total number of active participants reported on line 7a of the Form 55002015-01-01249
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01289
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-01343
Total number of active participants reported on line 7a of the Form 55002014-01-01272
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01311
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-01316
Total number of active participants reported on line 7a of the Form 55002013-01-01305
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01343
Number of participants with account balances2013-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-01328
Total number of active participants reported on line 7a of the Form 55002012-01-01294
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01316
Number of participants with account balances2012-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-01304
Total number of active participants reported on line 7a of the Form 55002011-01-01311
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01328
Number of participants with account balances2011-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-01-01334
Total number of active participants reported on line 7a of the Form 55002010-01-01290
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01304
Number of participants with account balances2010-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-01326
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01334
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL

Measure Date Value
2019 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2019 401k financial data
Total transfer of assets from this plan2019-12-31$7,002,875
Total transfer of assets from this plan2019-12-31$7,002,875
Total income from all sources (including contributions)2019-12-31$1,899,956
Total income from all sources (including contributions)2019-12-31$1,899,956
Total of all expenses incurred2019-12-31$1,197,468
Total of all expenses incurred2019-12-31$1,197,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,185,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$525,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$525,941
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$6,300,387
Value of total assets at beginning of year2019-12-31$6,300,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,128
Total interest from all sources2019-12-31$4,452
Total interest from all sources2019-12-31$4,452
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$188,622
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$188,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$188,622
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$188,622
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$255,317
Contributions received from participants2019-12-31$255,317
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$34,508
Participant contributions at beginning of year2019-12-31$34,508
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,678
Participant contributions at beginning of year2019-12-31$8,678
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,780
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$164
Other income not declared elsewhere2019-12-31$319
Other income not declared elsewhere2019-12-31$319
Administrative expenses (other) incurred2019-12-31$11,938
Administrative expenses (other) incurred2019-12-31$11,938
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$702,488
Value of net income/loss2019-12-31$702,488
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,300,387
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,300,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$190
Investment advisory and management fees2019-12-31$190
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,021,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,021,213
Interest on participant loans2019-12-31$2,736
Interest on participant loans2019-12-31$2,736
Interest earned on other investments2019-12-31$1,716
Interest earned on other investments2019-12-31$1,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$235,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$235,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,180,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,180,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$162,844
Contributions received in cash from employer2019-12-31$162,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,185,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,185,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$53,739
Total of all expenses incurred2018-12-31$597,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$583,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$403,721
Value of total assets at end of year2018-12-31$6,300,387
Value of total assets at beginning of year2018-12-31$6,844,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,835
Total interest from all sources2018-12-31$5,435
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$128,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$128,261
Administrative expenses professional fees incurred2018-12-31$4,750
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$297,095
Participant contributions at end of year2018-12-31$34,508
Participant contributions at beginning of year2018-12-31$7,035
Participant contributions at end of year2018-12-31$8,678
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$102,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3
Administrative expenses (other) incurred2018-12-31$9,885
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-544,129
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,300,387
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,844,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$200
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,021,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,593,266
Interest on participant loans2018-12-31$659
Interest earned on other investments2018-12-31$4,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$235,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$244,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-483,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$583,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,431,801
Total of all expenses incurred2017-12-31$633,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$624,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$430,713
Value of total assets at end of year2017-12-31$6,844,516
Value of total assets at beginning of year2017-12-31$6,046,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,618
Total interest from all sources2017-12-31$4,641
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$108,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$108,861
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$399,595
Participant contributions at end of year2017-12-31$7,035
Participant contributions at beginning of year2017-12-31$12,708
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$87
Administrative expenses (other) incurred2017-12-31$9,618
Total non interest bearing cash at end of year2017-12-31$2
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$797,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,844,516
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,046,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,593,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,704,334
Interest on participant loans2017-12-31$395
Interest earned on other investments2017-12-31$4,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$244,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$329,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$887,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$624,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$962,528
Total of all expenses incurred2016-12-31$1,272,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,255,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$504,595
Value of total assets at end of year2016-12-31$6,046,628
Value of total assets at beginning of year2016-12-31$6,356,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,078
Total interest from all sources2016-12-31$4,821
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$105,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$105,484
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$411,237
Participant contributions at end of year2016-12-31$12,708
Participant contributions at beginning of year2016-12-31$31,791
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$8,575
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$93,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$87
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$17,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-309,860
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,046,628
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,356,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,704,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,563,298
Interest on participant loans2016-12-31$1,209
Interest earned on other investments2016-12-31$3,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$752,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$752,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$329,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$347,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,255,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$437,915
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$898,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$859,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$379,605
Value of total assets at end of year2015-12-31$6,356,488
Value of total assets at beginning of year2015-12-31$6,816,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,206
Total interest from all sources2015-12-31$904
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$238,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$238,499
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$379,605
Participant contributions at end of year2015-12-31$31,791
Participant contributions at beginning of year2015-12-31$29,968
Participant contributions at end of year2015-12-31$8,575
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-460,455
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,356,488
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,816,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$37,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,563,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,249,489
Interest on participant loans2015-12-31$904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$752,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$537,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$537,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-181,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$859,164
Contract administrator fees2015-12-31$2,199
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,025,575
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$708,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$672,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$519,628
Value of total assets at end of year2014-12-31$6,816,943
Value of total assets at beginning of year2014-12-31$6,499,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,988
Total interest from all sources2014-12-31$1,331
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$261,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$261,655
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$417,804
Participant contributions at end of year2014-12-31$29,968
Participant contributions at beginning of year2014-12-31$40,918
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$101,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$317,289
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,816,943
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,499,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,249,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,918,439
Interest on participant loans2014-12-31$1,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$537,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$540,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$540,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$242,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$672,298
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,679,804
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$331,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$301,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$684,316
Value of total assets at end of year2013-12-31$6,499,654
Value of total assets at beginning of year2013-12-31$5,151,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,927
Total interest from all sources2013-12-31$1,539
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$216,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$216,356
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$653,681
Participant contributions at end of year2013-12-31$40,918
Participant contributions at beginning of year2013-12-31$41,600
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,347,898
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,499,654
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,151,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$29,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,918,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,608,865
Interest on participant loans2013-12-31$1,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$540,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$501,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$501,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$777,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$301,979
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,050
Total income from all sources (including contributions)2012-12-31$1,314,040
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$676,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$642,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$754,586
Value of total assets at end of year2012-12-31$5,151,756
Value of total assets at beginning of year2012-12-31$4,537,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,425
Total interest from all sources2012-12-31$428
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$122,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$122,020
Administrative expenses professional fees incurred2012-12-31$33,425
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$735,149
Participant contributions at end of year2012-12-31$41,600
Participant contributions at beginning of year2012-12-31$3,131
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24,050
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$637,819
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,151,756
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,513,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,110,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,529,972
Interest on participant loans2012-12-31$428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$437,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$642,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$5,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,322
Total income from all sources (including contributions)2011-12-31$666,837
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$207,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$162,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$711,915
Value of total assets at end of year2011-12-31$4,537,987
Value of total assets at beginning of year2011-12-31$4,080,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,412
Total interest from all sources2011-12-31$151
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$68,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$68,142
Administrative expenses professional fees incurred2011-12-31$44,412
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$686,291
Participant contributions at end of year2011-12-31$3,131
Participant contributions at beginning of year2011-12-31$3,924
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$24,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$21,322
Total non interest bearing cash at end of year2011-12-31$1,743
Total non interest bearing cash at beginning of year2011-12-31$735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$459,736
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,513,937
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,059,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,529,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,073,146
Interest on participant loans2011-12-31$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-113,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$162,689
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$10,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,252
Total income from all sources (including contributions)2010-12-31$1,004,097
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$64,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$633,305
Value of total assets at end of year2010-12-31$4,080,981
Value of total assets at beginning of year2010-12-31$3,123,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,368
Total interest from all sources2010-12-31$74
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$61,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$61,309
Administrative expenses professional fees incurred2010-12-31$41,368
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$629,333
Participant contributions at end of year2010-12-31$3,924
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$21,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$14,252
Total non interest bearing cash at end of year2010-12-31$735
Total non interest bearing cash at beginning of year2010-12-31$514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$939,535
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,059,659
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,109,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,073,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,120,601
Interest on participant loans2010-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$309,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,194
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL

2019: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF CLEARFIELD HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069819
Policy instance 1
Insurance contract or identification numberTA069819
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069819
Policy instance 1
Insurance contract or identification numberTA069819
Number of Individuals Covered145
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069819
Policy instance 1
Insurance contract or identification numberTA069819
Number of Individuals Covered166
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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